Accession Documentation

How To Bulkload Accessions

Bulkloading accession information is an important step in migration into Arctos. It may help to read How to Create an Accession as the process for bulkloading is completing the same steps in bulk.

Create the Accession Bulkload file

Pro Tips

Tip When entering agent names, the easiest way to make sure that 1) the agent exists in Arctos and 2) you have the name spelled and formatted correctly, is to search in Arctos for the agent and if existing, copy/paste that name from Arctos into the spreadsheet. If you need to create an agent, see How to Create Agents

Tip Excel tends to auto-correct dates into a default format. Change the date columns from date or number format to text format, or select the date format used in Arctos (yyyy-mm-dd)

Tip The written sections of the accession (Nature of Material, Remarks) must be “HTML-friendly.” If there are any symbols in these fields that don’t work in HTML, Arctos will not let you create the accession. The ususal culprit is the enter/return key, instead of using “enter” to create a line break, you will need to use the <br> tag

Upload the Accessions to Arctos

Pro Tip

Add a column to the template download “STATUS” and enter “autoload” for every row with data, this will automatically attempt to load the accessions after they are loaded to the component loader tool.

Tutorial Videos ↗️

How to Create an Accession

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