Add/Remove Objects

You can add and remove objects with DataLoader. The input file must be prepared as described in Preparing the Data File. When using this feature, keep in mind that:

  • It is possible to add objects with TITLE and OBJECT TYPE identifiers such as ISSN and ISBN, and LOCAL attributes.
  • When adding new objects, the input file needs to contain at least one other attribute besides OBJECT_TYPE (such as TITLE and LOCAL).
  • The TITLE_NON_FILING_CHAR column should contain a number to indicate how many of the initial characters should be ignored during sorting. If the TITLE_NON_FILING_CHAR column is empty, it is set to 0. DataLoader checks to make sure that the number in the TITLE_NON_FILING_CHAR column is not greater than the number of characters in the title field.

If the non-filing character number is greater than the number of characters in the title field, SFX ignores the number in the TITLE_NON_FILING_CHAR column and uses the default non-filing character number 0 instead.

  • When adding objects, the LANGUAGE field is required for each object. It must be selected and have a value.

SFX uses the ISO 639-2 standard to represent languages. More information on the ISO 639-2 standard can be found at: http://www.loc.gov/standards/iso639-2/

For a complete list of language codes, see: http://www.loc.gov/marc/languages/language_code.html

  • Multiple authors can be added in one column. Separate each other with ###. Separate the elements with a | . The order of the elements is:
    • author value (mandatory) – value can be Last, First, or FULL_NAME
    • type of author (optional) – values can be PERSONAL, CORPORATE, MEETING
    • If not specified, the default PERSONAL is used.
    • author significance (optional) – values can be MAIN, ADDITIONAL, ALTERNATIVE
    • If not specified, the default ADDITIONAL is used.
    • comment (CJK authors only) values can be:
      • For Chinese authors – TRADITIONAL-CHI, SIMPLIFIED-CHI, PINYIN
      • For Korean authors – KOREAN-UNSPEC, HANGUL
      • For Japanese authors – JAPANESE-UNSPEC, HIRAGANA

For all other author types, leave the comment field blank and it is saved in the DB with the LATIN value.

To add or remove local objects:
  1. From the DataLoader menu bar, click Add/Remove Objects.
  2. Select an input file.
  3. Select a primary key:
  • OBJECT_TYPE – Use when adding objects.
  • OBJECT_ID – Use when removing objects.
  • ISSN – Use when removing objects.
  • ISBN – Use when removing objects.
  • OCLC_NR – Use when removing objects.
  1. If you are adding an object, select LANGUAGE for one of the columns and enter a value.
  2. Specify the field names of data in the input file. The following fields are available:
  • LOCAL
  • TITLE_LANGUAGE
  • TITLE_TYPE
  • TITLE_VALUE
  • TITLE_NON_FILING_CHAR
  • LANGUAGE (required when adding objects)
  • ISSN
  • EISSN
  • ISBN_ELECTRONIC
  • ISBN_HARDBACK
  • ISBN_PAPERBACK
  • LCCN
  • OCLC_NR
  • CODEN
  • DOI
  • AUTHOR
  • PUBLICATION_DATE
  • PUBLICATION_PLACE
  • PUBLISHER
  1. Select a load type.
  2. Click Submit.

Title Loading

  • For all non-CJK language objects – Use the TITLE_TYPE, TITLE_VALUE, and TITLE_NON_FILING_CHAR (optional but not required) fields for each title to be loaded. For each title, include TITLE_TYPE before TITLE_VALUE. The TITLE_LANGUAGE field can be used, but is not required, except when loading TRANSLATION type titles.

    Additionally, the following are possible values for TITLE_TYPE:

    • MAIN
    • ABBREVIATION
    • ALTERNATIVE
    • UNIFORM
    • TRANSLATION

    Use MAIN as the TITLE_TYPE for each locally created object.

    If the value for the TITLE_TYPE field is TRANSLATION, you need to provide a value for the TITLE_LANGUAGE field as well.
  • For all CJK language objects – Multiple main titles need to be loaded for display purposes in the SFX menu and A-Z list, and also for searching, sorting, and grouping of CJK journals in the SFX A-Z list. For each title, provide the TITLE_TYPE, TITLE_VALUE, and TITLE_NON_FILING_CHAR (optional but not required) fields to be loaded. For each title, include TITLE_TYPE before the TITLE_VALUE.

    Additionally, the following are possible values for TITLE_TYPE:

    • TRANSLATION
    • ABBREVIATION
    • UNIFORM
    • ALTERNATIVE

    SFX uses the ISO 639-2 standard to represent languages. The values for CJK languages are chi for Chinese language objects, jpn for Japanese language objects, and kor for Korean language objects.

    More information on the ISO 639-2 standard can be found at:

    http://www.loc.gov/standards/iso639-2/

    For a complete list of language codes, see:

    http://www.loc.gov/standards/iso639-2/php/code_list.php

  • Chinese – For objects with the language value chi, the following title types are required:
    • For customers with the country setting China:
      • MAIN-SIMP-CHI – contains the Simplified Chinese version of the title
      • MAIN-PINYIN – contains the Pinyin transliteration of the title
    • For customers with the country setting Taiwan:
      • MAIN-TRAD-CHI – contains the Traditional Chinese version of the title

    To set the country setting of an instance, click A-Z List from the Configuration section of the Setup & Administration area and select a language from the Language section.

  • Korean – For objects with the language value kor, the following title types are required:
    • MAIN-KOREAN – contains the original Korean title in Hanja, Hangul, or another script.
    • MAIN-HANGUL – contains the normalized Hangul version of the title
  • Japanese – For objects with the language value jpn, the following title types are required:
    • MAIN-JAPAN – contains the original Japanese title in Kanji and/or Hiragana and/or Katakana.
    • MAIN-KANA - contains the Katakana or Hiragana title

Author Loading

Author information can be added when loading new objects via dataloader (via the Add/Remove objects section) or when updating existing local or global objects (via the update objects section).

One or more authors can be added to all monograph types of objects. The following monograph types can be added by customers to the SFX KB:

  • BOOK
  • CD
  • DATABASE
  • DISSERTATION
  • DOCUMENT
  • MANUSCRIPT
  • PROCEEDING
  • REPORT

Author information in the SFX KnowledgeBase is similar to the fields in the MARC standard for describing author information:

  • Author type – values can be PERSONAL, CORPORATE, and MEETING

For example: Smith, Johan (personal author), Ex Libris Ltd. (corporate author), Congress of Neurological Surgeons (Meeting author)

  • Author significance – values can be MAIN, ADDITIONAL, and ALTERNATIVE
    • Each book can have one MAIN author and multiple ADDITIONAL authors. If no main author exists for a book object (or if it is not clear from the load file which author is the main author), it is possible to load only additional authors. In this case, the first additional author is used as the main author for display purposes.
    • ALTERNATIVE authors (not part of the MARC standard) are used by SFX to store CJK author variations. These authors are not displayed in end-user applications (such as the SFX menu and SFX menu displayers, target parsers, the A-Z list, and the CitationLinker multi-object window) and they are not included in the export formats.

Author Loading – Examples

  • The following is an example of author loading when updating objects:
    • Load type: Overwrite Existing Attributes
    • File format: OBJECT_IDAUTHOR
    • Example:

1000000000546314<tab>Morel, J.-M.|PERSONAL|MAIN###Roth, Walter|PERSONAL|ADDITIONAL

1000000000546318<tab>Sprinker Link (Online service)|CORPORATE

1000000000546316<tab>Takens, F.|PERSONAL|MAIN###Teissier, B.|PERSONAL

1000000000546319<tab>Rottiers, L.||MAIN

1000000000546316<tab>Takens, F.

  • The following is an example of author loading when adding objects:
    • Load type: Add objects
    • File format: OBJECT_TYPEISBN_HARDBACKISBN_ELECTRONICLANGUAGETITLE_TYPETITLE_VALUE
    • Example:

BOOK<tab>0123456789<tab>1234567890<tab>eng<tab>MAIN<tab>Test Title 1<tab>Adams, John|PERSONAL|MAIN

BOOK<tab>0123456788<tab>1234567899<tab>eng<tab>MAIN<tab>Test Title 2<tab>Philips, E.|PERSONAL|MAIN

Add/Remove Objects – Examples

The following are examples of adding and removing objects.

To create an input file to add local objects:
  1. Select OBJECT_TYPE for the primary key (first column). The following values are valid for OBJECT_TYPE:
  • JOURNAL
  • BOOK
  • DISSERTATION
  • PROCEEDING
  • CONFERENCE
  • REPORT, DOCUMENT
  • SERIES
  • NEWSPAPER
  • TRANSCRIPT
  • DATABASE
  • WIRE
  • CD
  • MANUSCRIPT
  • VIDEO
  • AUDIO
  • SCORE
  1. Select LANGUAGE for one of the columns and enter a value.

The other columns can contain any of the following fields:

LOCAL, TITLE_LANGUAGE, TITLE_TYPE, TITLE_VALUE, TITLE_NON_FILING_CHAR.

The DataLoader program assigns OBJECT_IDs to the new objects.

To create an input file format to remove local objects:

Select OBJECT_ID as the primary key (first column). No other columns are required. The DataLoader program removes the OBJECT_IDs and all attributes, portfolios, and institute entries connected to the new objects.