Hi everyone, I'm setting up an import.xml file for bulk importing. However I have two records (one type cataloging, and one type valuation control) which are related. I created a test sample of these on the collectionspace server (from the UI) and set them as related. With this I was looking in their schema (using the CSID as instructed here: https://wiki.collectionspace.org/display/DOC/Imports+Service+Home ) to see how they reference each other as 'related'. But from looking at both the schemas for the cataloging record and the valuation control record, I couldn't find anything that references either of them. So my main question is when setting up the import xml file, what do you need to insert to say "set record with this CSID as related"? Thank you, Peter

Peter, Most of the links between cataloging records and their corresponding procedures are made via the Relationship service -see here for details https://wiki.collectionspace.org/display/DOC/Relationship+Service+RESTful+APIs. For what you're describing, you'll need to create and import relationship records. Here is an example XML record for a relationship between a cataloging record and a valuation record: <?xml version="1.0" encoding="UTF-8"?> <document name="relations"> <ns2:relations_common> <objectRefName>urn:cspace:core.collectionspace.org:valuationcontrols:id(4373386e-911f-48d7-a3d5)</objectRefName> <subjectDocumentType>CollectionObject</subjectDocumentType> <relationshipType>affects</relationshipType> <subjectRefName>urn:cspace:core.collectionspace.org:collectionobjects:id(98adeab5-3926-4c91-8db3)'2016.04.11'</subjectRefName> <objectCsid>4373386e-911f-48d7-a3d5</objectCsid> <subjectCsid>98adeab5-3926-4c91-8db3</subjectCsid> <objectUri>/valuationcontrols/4373386e-911f-48d7-a3d5</objectUri> <subjectUri>/collectionobjects/98adeab5-3926-4c91-8db3</subjectUri> <objectDocumentType>Valuationcontrol</objectDocumentType> </ns2:relations_common> </document> You can see more example relationship records via the Relationship REST API. For example, http://core.collectionspace.org:8180/cspace-services/relations -Richard ________________________________________ From: Talk <talk-bounces@lists.collectionspace.org> on behalf of Peter Tucker <peter.tucker@granitehorizon.com> Sent: Tuesday, April 12, 2016 2:06 PM To: talk@lists.collectionspace.org Subject: [Talk] Importing related records Hi everyone, I'm setting up an import.xml file for bulk importing. However I have two records (one type cataloging, and one type valuation control) which are related. I created a test sample of these on the collectionspace server (from the UI) and set them as related. With this I was looking in their schema (using the CSID as instructed here: https://wiki.collectionspace.org/display/DOC/Imports+Service+Home ) to see how they reference each other as 'related'. But from looking at both the schemas for the cataloging record and the valuation control record, I couldn't find anything that references either of them. So my main question is when setting up the import xml file, what do you need to insert to say "set record with this CSID as related"? Thank you, Peter _______________________________________________ Talk mailing list Talk@lists.collectionspace.org http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

And just in case it’s not obvious, you need to create relationship records that work in both directions. The example Richard provides is CollectionObject-affects-Valuationcontrol. You also need the Valuationcontrol-affects-CollectionObject relationship record. Chris > On Apr 12, 2016, at 2:28 PM, Richard Millet <richard.millet@lyrasis.org> wrote: > > Peter, > > Most of the links between cataloging records and their corresponding procedures are made via the Relationship service -see here for details https://wiki.collectionspace.org/display/DOC/Relationship+Service+RESTful+APIs. For what you're describing, you'll need to create and import relationship records. > > Here is an example XML record for a relationship between a cataloging record and a valuation record: > > <?xml version="1.0" encoding="UTF-8"?> > <document name="relations"> > <ns2:relations_common> > <objectRefName>urn:cspace:core.collectionspace.org:valuationcontrols:id(4373386e-911f-48d7-a3d5)</objectRefName> > <subjectDocumentType>CollectionObject</subjectDocumentType> > <relationshipType>affects</relationshipType> > <subjectRefName>urn:cspace:core.collectionspace.org:collectionobjects:id(98adeab5-3926-4c91-8db3)'2016.04.11'</subjectRefName> > <objectCsid>4373386e-911f-48d7-a3d5</objectCsid> > <subjectCsid>98adeab5-3926-4c91-8db3</subjectCsid> > <objectUri>/valuationcontrols/4373386e-911f-48d7-a3d5</objectUri> > <subjectUri>/collectionobjects/98adeab5-3926-4c91-8db3</subjectUri> > <objectDocumentType>Valuationcontrol</objectDocumentType> > </ns2:relations_common> > </document> > > You can see more example relationship records via the Relationship REST API. For example, > > http://core.collectionspace.org:8180/cspace-services/relations > > -Richard > ________________________________________ > From: Talk <talk-bounces@lists.collectionspace.org> on behalf of Peter Tucker <peter.tucker@granitehorizon.com> > Sent: Tuesday, April 12, 2016 2:06 PM > To: talk@lists.collectionspace.org > Subject: [Talk] Importing related records > > Hi everyone, > > I'm setting up an import.xml file for bulk importing. However I have two > records (one type cataloging, and one type valuation control) which are > related. I created a test sample of these on the collectionspace server > (from the UI) and set them as related. With this I was looking in their > schema (using the CSID as instructed here: > https://wiki.collectionspace.org/display/DOC/Imports+Service+Home ) to > see how they reference each other as 'related'. But from looking at both > the schemas for the cataloging record and the valuation control record, > I couldn't find anything that references either of them. > > So my main question is when setting up the import xml file, what do you > need to insert to say "set record with this CSID as related"? > > Thank you, > Peter > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org

In addition to what Richard and Chris said, when I was doing this I found it easiest to create the relation records in the GUI and then query the Relationship Service REST API to see what the system did. As one gets into record hierarchies, the relationships change (and are one-way). Peter > On Apr 12, 2016, at 5:45 PM, Chris Hoffman <chris_h@berkeley.edu> wrote: > > And just in case it’s not obvious, you need to create relationship records that work in both directions. The example Richard provides is CollectionObject-affects-Valuationcontrol. You also need the Valuationcontrol-affects-CollectionObject relationship record. > > Chris > >> On Apr 12, 2016, at 2:28 PM, Richard Millet <richard.millet@lyrasis.org> wrote: >> >> Peter, >> >> Most of the links between cataloging records and their corresponding procedures are made via the Relationship service -see here for details https://wiki.collectionspace.org/display/DOC/Relationship+Service+RESTful+APIs. For what you're describing, you'll need to create and import relationship records. >> >> Here is an example XML record for a relationship between a cataloging record and a valuation record: >> >> <?xml version="1.0" encoding="UTF-8"?> >> <document name="relations"> >> <ns2:relations_common> >> <objectRefName>urn:cspace:core.collectionspace.org:valuationcontrols:id(4373386e-911f-48d7-a3d5)</objectRefName> >> <subjectDocumentType>CollectionObject</subjectDocumentType> >> <relationshipType>affects</relationshipType> >> <subjectRefName>urn:cspace:core.collectionspace.org:collectionobjects:id(98adeab5-3926-4c91-8db3)'2016.04.11'</subjectRefName> >> <objectCsid>4373386e-911f-48d7-a3d5</objectCsid> >> <subjectCsid>98adeab5-3926-4c91-8db3</subjectCsid> >> <objectUri>/valuationcontrols/4373386e-911f-48d7-a3d5</objectUri> >> <subjectUri>/collectionobjects/98adeab5-3926-4c91-8db3</subjectUri> >> <objectDocumentType>Valuationcontrol</objectDocumentType> >> </ns2:relations_common> >> </document> >> >> You can see more example relationship records via the Relationship REST API. For example, >> >> http://core.collectionspace.org:8180/cspace-services/relations >> >> -Richard >> ________________________________________ >> From: Talk <talk-bounces@lists.collectionspace.org> on behalf of Peter Tucker <peter.tucker@granitehorizon.com> >> Sent: Tuesday, April 12, 2016 2:06 PM >> To: talk@lists.collectionspace.org >> Subject: [Talk] Importing related records >> >> Hi everyone, >> >> I'm setting up an import.xml file for bulk importing. However I have two >> records (one type cataloging, and one type valuation control) which are >> related. I created a test sample of these on the collectionspace server >> (from the UI) and set them as related. With this I was looking in their >> schema (using the CSID as instructed here: >> https://wiki.collectionspace.org/display/DOC/Imports+Service+Home ) to >> see how they reference each other as 'related'. But from looking at both >> the schemas for the cataloging record and the valuation control record, >> I couldn't find anything that references either of them. >> >> So my main question is when setting up the import xml file, what do you >> need to insert to say "set record with this CSID as related"? >> >> Thank you, >> Peter >> >> _______________________________________________ >> Talk mailing list >> Talk@lists.collectionspace.org >> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org >> >> _______________________________________________ >> Talk mailing list >> Talk@lists.collectionspace.org >> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org > > > _______________________________________________ > Talk mailing list > Talk@lists.collectionspace.org > http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org -- Peter Murray Dev/Ops Lead and Project Manager Cherry Hill Company

Thank you everyone for the feedback. This definitely helps out! -Peter On 04/12/2016 03:04 PM, Peter Murray wrote: > In addition to what Richard and Chris said, when I was doing this I found it easiest to create the relation records in the GUI and then query the Relationship Service REST API to see what the system did. As one gets into record hierarchies, the relationships change (and are one-way). > > > Peter > >> On Apr 12, 2016, at 5:45 PM, Chris Hoffman <chris_h@berkeley.edu> wrote: >> >> And just in case it’s not obvious, you need to create relationship records that work in both directions. The example Richard provides is CollectionObject-affects-Valuationcontrol. You also need the Valuationcontrol-affects-CollectionObject relationship record. >> >> Chris >> >>> On Apr 12, 2016, at 2:28 PM, Richard Millet <richard.millet@lyrasis.org> wrote: >>> >>> Peter, >>> >>> Most of the links between cataloging records and their corresponding procedures are made via the Relationship service -see here for details https://wiki.collectionspace.org/display/DOC/Relationship+Service+RESTful+APIs. For what you're describing, you'll need to create and import relationship records. >>> >>> Here is an example XML record for a relationship between a cataloging record and a valuation record: >>> >>> <?xml version="1.0" encoding="UTF-8"?> >>> <document name="relations"> >>> <ns2:relations_common> >>> <objectRefName>urn:cspace:core.collectionspace.org:valuationcontrols:id(4373386e-911f-48d7-a3d5)</objectRefName> >>> <subjectDocumentType>CollectionObject</subjectDocumentType> >>> <relationshipType>affects</relationshipType> >>> <subjectRefName>urn:cspace:core.collectionspace.org:collectionobjects:id(98adeab5-3926-4c91-8db3)'2016.04.11'</subjectRefName> >>> <objectCsid>4373386e-911f-48d7-a3d5</objectCsid> >>> <subjectCsid>98adeab5-3926-4c91-8db3</subjectCsid> >>> <objectUri>/valuationcontrols/4373386e-911f-48d7-a3d5</objectUri> >>> <subjectUri>/collectionobjects/98adeab5-3926-4c91-8db3</subjectUri> >>> <objectDocumentType>Valuationcontrol</objectDocumentType> >>> </ns2:relations_common> >>> </document> >>> >>> You can see more example relationship records via the Relationship REST API. For example, >>> >>> http://core.collectionspace.org:8180/cspace-services/relations >>> >>> -Richard >>> ________________________________________ >>> From: Talk <talk-bounces@lists.collectionspace.org> on behalf of Peter Tucker <peter.tucker@granitehorizon.com> >>> Sent: Tuesday, April 12, 2016 2:06 PM >>> To: talk@lists.collectionspace.org >>> Subject: [Talk] Importing related records >>> >>> Hi everyone, >>> >>> I'm setting up an import.xml file for bulk importing. However I have two >>> records (one type cataloging, and one type valuation control) which are >>> related. I created a test sample of these on the collectionspace server >>> (from the UI) and set them as related. With this I was looking in their >>> schema (using the CSID as instructed here: >>> https://wiki.collectionspace.org/display/DOC/Imports+Service+Home ) to >>> see how they reference each other as 'related'. But from looking at both >>> the schemas for the cataloging record and the valuation control record, >>> I couldn't find anything that references either of them. >>> >>> So my main question is when setting up the import xml file, what do you >>> need to insert to say "set record with this CSID as related"? >>> >>> Thank you, >>> Peter >>> >>> _______________________________________________ >>> Talk mailing list >>> Talk@lists.collectionspace.org >>> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org >>> >>> _______________________________________________ >>> Talk mailing list >>> Talk@lists.collectionspace.org >>> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org >> >> _______________________________________________ >> Talk mailing list >> Talk@lists.collectionspace.org >> http://lists.collectionspace.org/mailman/listinfo/talk_lists.collectionspace.org >