1. New Capabilities for SDMS: Entity Data Loader
Presenter: John Evans

2. Current Entity Loader Has worked well Many features
Can insert, update, or both
Allows entities to have unique locations and/or projects
Supports XLS, XLSX, and tab-delimited TXT files
Barcodes assigned sequentially down the data file
Data file attached to all created/updated entities
Can assign barcodes and/or names for created entities

3. Why a New Version?
Customer feedback/requests
Internal innovation

4. What’s New? All features previously listed still supported, plus:
Mapping file allows flexible data file formats across all entity types
Support for instrument files without re-formatting exported file
Create multiple entity types with one file
Create new entity to associate to as well as the association itself
Can use regular expressions to check valid format on data types
Supports more file formats as well as multiple worksheets in Excel
Parsing feature provides more feedback to fix and prevent errors
Load files manually or hook up to jobs for scheduled, automated loading
Updates support integrity lookup
Multi-threading option to increase performance

5. New Workflow Create/modify XML mapping file
Create new DATA LOADER entity
Load XML mapping file
Load data file
Manual load
Automated load through SDMS
Optional parse to check for errors
Repeat as desired

6. XML Mapping File Defines data file to the LIMS
Created with any editor from scratch
Modified from existing maps (more likely)

7. Parsing
Apply the XML mapping file to your data file without making changes
More detailed error messages
Test your map
Multithreading

8. Loading
Manual using Create File button
Connect to file system job

9. EDI File
EDI entity created
Data file attached
Status
Log

10. Examples
#1: Simple create
#2: Simple update

11. XML Mapping File Options
General Options
Type (PLAINTEXT, MSEXCEL)
Command (INSERT, UPDATE, UPSERT)
Start/end/sheet
Attribute Options
Patterns (for dates)
Datatype (DECIMAL, FLOAT, INT, STRING, BOOLEAN,DATE, DATETIME, TIMESTAMP, CURRENCY, and PERCENT)
Valid/Invalid
Between
Regex (example to check for
Identifier (mark this attribute to find entities)
AssociatedTo/AssociationContext

12. Examples
#3: Advanced create

13. Questions?
Questions?
Challenge Examples 4 & 5
Thank you!