2. Step-by-Step Guide: Updating Records

Updating via the User-Interface at the Portal

Step 1: Prepare Your Update File

Purpose: Update records based on a unique identifier.

Include:

• The columns you want to update
  
  

• A unique identifier, which should be either:
  
  

  • A dedupe column (which will process all matching dedupe records), or
    
    

  • A combination of purl + _id (_id is a unique record ID), which will match only one record.

Ensure:

• The file is in a standard format (.csv, .txt, etc.)
  
  

• The correct file delimiter is used (comma, tab, pipe, etc.)
  
  

Step 2: Start a New Update

1. Go to Data Services → Tags / Updates
   
   

2. Click NEW UPDATE

Step 3: Fill in the GENERAL Tab

1. Upload the file
   
   

2. Select the appropriate file delimiter
   
   

3. Leave Import Names blank unless specifically required
   
   

4. Select the fields you want to update

Step 4: Submit the Update

Review all details and click SUBMIT to begin processing.

Once processed, verify updates in the Search and Analyze section.

Updating using Files via SFTP

Step 1: Prepare Your Update File

Purpose: Update records based on a unique identifier.

Include:

• The columns you want to update
  
  

• A unique identifier, which should be either:
  
  

  • A dedupe column (which will process all matching dedupe records), or
    
    

  • A combination of purl + _id (_id is a unique record ID), which will match only one record.
    
    

Ensure:

• The file is in a standard format (.csv, .txt, etc.)
  
  

• The correct file delimiter is used
  
  

• Drop the file to the designated SFTP location
  
  

 Step 2: Start a New Update

1. Go to Data Services → Tags / Updates
   
   

2. Click NEW UPDATE

 Step 3: Configure SFTP (Skip PGP)

1. Go to the SFTP & PGP tab
   
   

2. Enter the SFTP details:
   
   

   • Host
     
     

   • Port (usually 22)
     
     

   • Folder (directory path)
     
     

   • Username and Password

PGP is not required.

Note: Max 2 active SFTP updates per account. Delete one if needed.

 Step 4: Fill in the GENERAL Tab

1. Select the fields to update
   
   

   • Ensure at least one file is imported beforehand
     
     

2. Select the appropriate delimiter
   
   

3. Leave Import Names blank unless required
   
   

? Step 5: Submit the Update

Click SUBMIT to begin processing.

Quick Reference

The file will be picked up and processed within a few minutes. Once processed:

• An entry will appear in the Tags / Updates section
  
  

• The SFTP filename will be prefixed with done_ to indicate success
  
  

• You can verify the update in Search and Analyze