The import function allows you to enter content into your Classification Set via a comma delimited file (cvs format). You can prepare a file in this format using EXCEL and then choosing Save As -> CSV. The file must contain the headers shown below. If the file is prepared using EXCEL, row 1 would contain the headers.
Headers
LEVEL_1_CODE
LEVEL_2_CODE
LEVEL_3_CODE
LEVEL_4_CODE
LEVEL_5_CODE
DESCRIPTION
TARGET DISTRIBUTION
Header
Field Description
LEVEL_1_CODE
Highest Classification Level (node) in the Classification Set hierarchy.
LEVEL_2_CODE
Second highest Classification Level (node) in the Classification Set hierarchy.
LEVEL_3_CODE
Third highest Classification Level (node) in the Classification Set hierarchy.
LEVEL_4_CODE
Fourth highest Classification Level (node) in the Classification Set hierarchy.
LEVEL_5_CODE
Lowest Classification Level (node) in the Classification Set hierarchy.
DESCRIPTION
The description associated with the current node
TARGETDISTRIBUTION
Preferred number of items within the bank that should be assigned to the classification value.
Below is an example of a CSV file created for Import as viewed in EXCEL.
Note: The CSV file must have all of the columns shown below. If your classification has, for example, only three levels of classification, the file must still contain columns for the LEVEL_3_CODE through LEVEL_5_CODE inclusive, in which case the cells in these columns would be blank.
Below is an example of a CSV file created for Import as viewed in its true form.
To import classification values from a CSV file into a classification definition:
1. Find and view the classification definition you wish to import classification values into. In the example below, the user is viewing a definition called Premed (highlighted in red).
2. Click the Import button at the bottom of the Classification Values screen (highlighted in green, above). An Import Classification dialog box will appear.
3. Click the Browse button to find (on your local or network drive) and select the CSV file that you wish to import.
4. Click the Import button in the Import Classification dialog box (highlighted in purple, above). The classification values will be imported into the classification definition:
