Just went into the system to look at the method you outlined, and I see
what you're talking about. The reason I didn't think that could be done by
batch, even though the "Add Record" button was there at the top, is that
there were no checkboxes along the left side, like there is when you're
associating records outside of a search.  Just not as intuitive.  Would
that be a possible future feature request, or a customization I could make?

I also couldn't pull anything like those instructions up when I was
searching the documentation, so maybe it would be helpful to add a page
somewhere so the next time somebody searches for something like "batch
updates" they'll see these instructions?

Thanks again,
Elayne

-------- Original Message --------
Subject: Re: [Talk] Batch Updates
From: Chris Hoffman chris_h@berkeley.edu
Date: Tue, January 16, 2018 2:38 pm
To: solinox@solinoxenterprises.com
Cc: Megan Forbes megan.forbes@lyrasis.org,
talk@lists.collectionspace.org

Oh, I’d forgotten that this UCB customization has already been added to
the core system. Hooray!
Chris

On Jan 16, 2018, at 11:32 AM, solinox@solinoxenterprises.com wrote:

That will do it, thank you, Megan!!

On Jan 16, 2018 2:18 PM, Megan Forbes megan.forbes@lyrasis.org wrote:

Elayne,

If there's an advanced search you can do that will give you the 800
records you're looking to relate, no additional customization is needed to
relate them to an existing Exhibition record.

• Create the exhibition record
• Run your advanced search
• Change the "show" number in the results listing to be 50 per page
• Click "add to record" at the top right of the search results listing
• Search for the exhibition record you created
• Select the exhibition record from the search results & click "add search
  results"
• The 50 records on your first page of search results will be related
• You do need to go page by page, but 16 repeated operations is better
  than 800!

Hope this helps,
Megan

Megan Forbes
CollectionSpace Program Manager
megan.forbes@lyrasis.org megan.forbes@lyrasis.org
917.267.9676 <(917)%20267-9676> Cell
meganbforbes Skype

From: Talk talk-bounces@lists.collectionspace.org on behalf of
solinox@solinoxenterprises.com solinox@solinoxenterprises.com
Sent: Tuesday, January 16, 2018 2:04:17 PM
To: Chris Hoffman
Cc: talk@lists.collectionspace.org
Subject: Re: [Talk] Batch Updates

So it sounds like doing a SQL query is not recommended for this. I like
the idea of having interns do the grunt work; we have folks on work-study
scholarships at the seminary who always need work, so that could be useful.

I would be interested in seeing the customization. I've only tweaked our
interface in a couple of small places so far, so it wouldn't be difficult I
think to implement a big change and then add my tweaks, right? And seeing
how that was done would probably help me with making further changes to
meet our own needs later on.

Thanks,
Elayne

On Jan 16, 2018 1:42 PM, Chris Hoffman chris_h@berkeley.edu wrote:

HI Elayne,

At UC Berkeley, we’re doing this in a number of different ways.

a) We’ve customized the user interface so that it’s easier to relate the
results of a search operation to a procedural record like Exhibitions.
It’s a pretty significant and complex customization, but it’s very
powerful.  If you’re interested, I could ask someone on the UCB team to
point you to the github repo.

b) We’ve also built some Django/Python web apps, and I think some of those
help with this kind of thing.  They are also significant and complex,
requiring you to deploy some additional technology.

c) We haven’t related records via SQL calls because there’s quite a lot
that happens in the database when you do those actions in the UI. Instead
you might write a little script that basically takes the list of cataloging
records (their CSID’s) and issues a call to the relevant REST API to relate
each one to the appropriate Exhibition record (via its CSID). It’s possible
we have some examples in our github repo — I’ll ask our team to look.

d) Sometimes we have students just spend the time to do this — not ideal
of course.

I hope this helps though I know nothing in this list is straightforward.
Maybe others will contribute their workarounds too.

Thanks,
Chris Hoffman
UC Berkeley

On Jan 15, 2018, at 2:27 PM, Elayne Glantzberg <
solinox@solinoxenterprises.com> wrote:

Is there a way that I'm not seeing to perform batch updates through the
user interface, or do I still need to go do this manually through postgres?
We need to attach an Exhibition record to over 800 catalogue records.

Thanks,

Elayne Glantzberg
Database Administrator
Aquarian Tabernacle Church

Talk mailing list
Talk@lists.collectionspace.org
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lists.collectionspace.org

Here is what I drafted after discovering this awesome ability!

Batch Adding Catalog Records to a New or Existing Procedural Record

1.  Use general or advanced search to locate the required catalog
   

records

a.      E.g. for all objects located on one shelf:

                                                 i.     Select *Advanced

Search*

                                                ii.     Enter known

location into Computed Current Location

                                               iii.     Select *Search*

2.  Locate current or create new procedural record
   

a.      Locating current procedural record:

                                                 i.     Select green *Add

to record* button

                                                ii.     In *Add

Results to Record *pop up window, select appropriate procedure record
from *Search Existing *list

                                               iii.     If known,

enter procedure record’s identification number or other identifying wording

                                               iv.     Select *Search*

                                                v.     Select

appropriate record check box

                                               vi.     Select green *Add

search results *button

                                             vii.     Ensure all

records have been added to procedure by navigating to appropriate procedure
record for review

b.      Creating new procedural record, e.g. Location/Movement/Inventory
record:

                                                 i.     Select *Create

New* option from Top Navigation Bar

                                                ii.     Select

appropriate procedural record from list

                                               iii.     Select green *Create

*button

                                               iv.     Follow standard

procedures for creating particular procedural record (Contact Registrar
for assistance if needed)

                                                v.     Once procedural

record is created:

a.      Navigate back to your *Advanced Search *screen

b.      Select green Add to record button

c.      In *Add Results to Record *pop up window, select appropriate
procedure record from *Search Existing *list

d.      If known, enter procedure record’s identification number or other
identifying wording

e.      Select Search

f.      Select appropriate record check box

g.      Select green *Add search results *button

h.      Ensure all records have been added to procedure by navigating to
appropriate procedure record for review

•       Note*: If you accidentally link catalog records to the wrong
  

procedural record follow these steps:

1.  If linked to a newly created procedural record, with only one set
   

of catalog records linked, then you can delete the procedural record and
all catalog records will post the change upon browser refresh

2.  If linked to an existing and/or old procedural record
   

a.      Navigate to that record, select the *Cataloging *tab

b.      Individually locate each incorrectly linked record and select the
green *“x” *button

c.      In the Confirmation pop up window select green * Delete* button
if desired or white Cancel button if this record was chosen in error

Kara S. Vetter | Registrar

San Diego Museum of Man

619-239-2001 xt. 44 | kvetter@museumofman.org

One of the reasons collections stewards love Star Trek: We regularly face
the Kobayashi Maru and win.  - Amy Heggemeyer

From: Talk [mailto:talk-bounces@lists.collectionspace.org] *On Behalf
Of *Ray Lee
Sent: Tuesday, January 16, 2018 1:27 PM
To: Elayne Glantzberg
Cc: CollectionSpace Talk List

Subject: Re: [Talk] Batch Updates

Hi Elayne,

I think you'll like the 5.0 search result page:

[image: Inline image 1]

Ray

On Tue, Jan 16, 2018 at 12:42 PM, Elayne Glantzberg <
solinox@solinoxenterprises.com> wrote:

Just went into the system to look at the method you outlined, and I see
what you're talking about. The reason I didn't think that could be done by
batch, even though the "Add Record" button was there at the top, is that
there were no checkboxes along the left side, like there is when you're
associating records outside of a search.  Just not as intuitive.  Would
that be a possible future feature request, or a customization I could make?

I also couldn't pull anything like those instructions up when I was
searching the documentation, so maybe it would be helpful to add a page
somewhere so the next time somebody searches for something like "batch
updates" they'll see these instructions?

Thanks again,

Elayne

-------- Original Message --------
Subject: Re: [Talk] Batch Updates

From: Chris Hoffman chris_h@berkeley.edu
Date: Tue, January 16, 2018 2:38 pm
To: solinox@solinoxenterprises.com
Cc: Megan Forbes megan.forbes@lyrasis.org,
talk@lists.collectionspace.org

Oh, I’d forgotten that this UCB customization has already been added to
the core system. Hooray!

Chris

On Jan 16, 2018, at 11:32 AM, solinox@solinoxenterprises.com wrote:

That will do it, thank you, Megan!!

On Jan 16, 2018 2:18 PM, Megan Forbes megan.forbes@lyrasis.org wrote:

Elayne,

If there's an advanced search you can do that will give you the 800
records you're looking to relate, no additional customization is needed to
relate them to an existing Exhibition record.

• Create the exhibition record

• Run your advanced search

• Change the "show" number in the results listing to be 50 per page

• Click "add to record" at the top right of the search results listing

• Search for the exhibition record you created

• Select the exhibition record from the search results & click "add search
  results"

• The 50 records on your first page of search results will be related

• You do need to go page by page, but 16 repeated operations is better
  than 800!

Hope this helps,

Megan

Megan Forbes
CollectionSpace Program Manager
megan.forbes@lyrasis.org megan.forbes@lyrasis.org
917.267.9676 <(917)%20267-9676> Cell

meganbforbes Skype

From: Talk talk-bounces@lists.collectionspace.org on behalf of
solinox@solinoxenterprises.com solinox@solinoxenterprises.com
Sent: Tuesday, January 16, 2018 2:04:17 PM
To: Chris Hoffman
Cc: talk@lists.collectionspace.org
Subject: Re: [Talk] Batch Updates

So it sounds like doing a SQL query is not recommended for this. I like
the idea of having interns do the grunt work; we have folks on work-study
scholarships at the seminary who always need work, so that could be useful.

I would be interested in seeing the customization. I've only tweaked our
interface in a couple of small places so far, so it wouldn't be difficult I
think to implement a big change and then add my tweaks, right? And seeing
how that was done would probably help me with making further changes to
meet our own needs later on.

Thanks,

Elayne

On Jan 16, 2018 1:42 PM, Chris Hoffman chris_h@berkeley.edu wrote:

HI Elayne,

At UC Berkeley, we’re doing this in a number of different ways.

a) We’ve customized the user interface so that it’s easier to relate the
results of a search operation to a procedural record like Exhibitions.
It’s a pretty significant and complex customization, but it’s very
powerful.  If you’re interested, I could ask someone on the UCB team to
point you to the github repo.

b) We’ve also built some Django/Python web apps, and I think some of those
help with this kind of thing.  They are also significant and complex,
requiring you to deploy some additional technology.

c) We haven’t related records via SQL calls because there’s quite a lot
that happens in the database when you do those actions in the UI. Instead
you might write a little script that basically takes the list of cataloging
records (their CSID’s) and issues a call to the relevant REST API to relate
each one to the appropriate Exhibition record (via its CSID). It’s possible
we have some examples in our github repo — I’ll ask our team to look.

d) Sometimes we have students just spend the time to do this — not ideal
of course.

I hope this helps though I know nothing in this list is straightforward.
Maybe others will contribute their workarounds too.

Thanks,

Chris Hoffman

UC Berkeley

On Jan 15, 2018, at 2:27 PM, Elayne Glantzberg <
solinox@solinoxenterprises.com> wrote:

Is there a way that I'm not seeing to perform batch updates through the
user interface, or do I still need to go do this manually through postgres?
We need to attach an Exhibition record to over 800 catalogue records.

Thanks,

Elayne Glantzberg

Database Administrator

Aquarian Tabernacle Church

Talk mailing list
Talk@lists.collectionspace.org

http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

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Talk@lists.collectionspace.org

http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

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