Discover Fields for a Load File

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Project > Settings > Load File Import > Discover Fields

Requires Project -Export Fields - View, Add/Edit Permissions

Users in a role that has the appropriate permissions (for example, as an Organization Administrator) can discover the fields present in a Load File using the Discover Fields page. This process involves the following steps:

  1. Select a Connector from the Connectors table.

  2. Select a Connector folder (and subfolders as needed) in the Folder panel.

  3. Select a Load File in the File Name panel. The full path is shown in the Path box.

  4. the Settings panel is displayed, (see below). The Preview panel displays the fields discovered in the Load File using the current settings. Under Columns, the fields are listed in the order in which they appear in the Load File; under Value is the first row value (if any) for that field. At any time, you can change the encoding and/or delimiters in the Settings panel and click Update Preview to update the Preview display.

  5. Click OK to return to the Load File Import page, with the discovered fields loaded into the Load File Fields panel, or Cancel to cancel the operation.

Encoding

Select the appropriate encoding type based on the encoding used to produce the Load File:

  • ISO8859 — Use for a file that has been encoded with only ISO8859-1 values.
  • UTF8 (the default) — Use for a file that has been encoded with only UTF-8 encoded values (pure UTF-8). UTF-8 and ASCII are identical for ASCII values only; for any non-ASCII value (for example, in file names, metadata values, or content), multiple bytes encoded according to the UTF-8 encoding rules will be used to represent the character. In this case, the DAT file would contain multibyte characters.
  • UTF16LE — Use for a file that has been encoded with only UTF-16 LE encoded values (pure UTF-16LE).
  • UTF16BE — Use for a file that has been encoded with only UTF-16 BE encoded values (pure UTF-16BE).
  • MIXED MODE — Use for a file that has delimiters encoded as ASCII characters but the content is UTF-8 encoded. This would apply to DAT files generated from Digital Reef exports using the ASCII/UTF-8 option.

Note: If the encoding of a provided Load File does not match the encoding selection on the selected Load File template, the entire Load File import fails with an error message "The encoding of the provided load file does not match the selection on the corresponding Load File Import Setting."

Delimiters

or select the appropriate ASCII character (based on ASCII value or represented character) from each drop-down, based on the contents of your Load File.

  • Column — Specifies the character used as a field separator to separate the columns in the load file. If you do not supply the appropriate field delimiter for the Load File, an import of the Load File will fail because the delimiter information is required to parse data from the Load File. DAT default: ASCII-020, an nonprintable character. CSV default: , (comma).
  • Quote — Specifies the appropriate quote character used to mark the beginning and end of each field in the load file. DAT default: þ, which is ASCII-254. CSV default: " (quote).
  • Multi Value — Specifies a character used to separate multiple values within a field (for example, multiple email addresses in a to or from field). DAT default: ; (semicolon), which is ASCII-059. CSV default: ; (semicolon).
  • Nested Value — Specifies a character used to handle nested values (such as tagging levels). Not all sources have a default for this separator. DAT default: \ (backslash), which is ASCII-092. CSV default: \ (backslash).
  • New line — Specifies the new line character to be used to mark the end of a line within a field. This helps to format long text in a field. DAT default: ®, which is ASCII-174. CSV default: ®