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Data Load Checklist

The following article contains information on what to include when preparing a file to be loaded via the Technical Services team.

 

Data Load Checklist 

All Data Types

 
 

Base Data

Base Data Type Details
All
  • Does the Upload Form match the file exactly?
    • If the file is a Courses Taught or Faculty Classification file, are term and year being included?
  • If the file has a header, is that option checked on the Upload Page?
Faculty File
  • If you are looking to update the employment status for a user, do so via the Faculty Classification file.
  • If UID is enabled, does the Faculty file include the UID and "Allow Login" columns?
Units File Please do not attempt to load a unit file. Add units individually via the UI.
Autoloading
  • Are base data files being dropped into /autoload/[databaseid] on the SFTP?
  • Does notification.txt include all desired email addresses to be notified?
  • Have autoloads been turned on for your tenant by the Technical Services team?
  • Please note that if your setting needs have changed since autoloads were enabled, you will need to work with the Technical Services team to make changes.
 
 

Grants Data (Awards & Proposals)

  • Have you consulted Interfolio's knowledge base?
  • Are you following Interfolio's Data Model for the relevant file type (awards/proposals?)
  • Has autoload been set up via a ticket to Interfolio-support@elsevier.com?
  • Are files being placed in /incoming/[databaseID]/grants/ on your institution's SFTP folder?
  • Are you providing two separate files - one for proposals and one for awards?
  • Are Faculty IDs provided for Internal Collaborator records?
  • Does each Internal Collaborator have records provided in the Awards and Proposal files?
  • Are you following one of the Outlined Collaborator Conventions?
  • Does your data include all the columns, in the same order, as listed under the Details tabs of the data model?
  • Does your data include a header that matches the field names?
  • Please ensure that if a column can't be populated, you are leaving it blank but including it in the file.
  • Activity Classifications are added to the end of the file (if applicable).

Check out this article About Award and Proposal Autoloads for Grant Data for more information.

 
 
 

Scholarship Data

  • Are you following Interfolio’s Data Model for the Scholarly Activity file type?
  • Has autoload been set up via a ticket to Interfolio-support@elsevier.com?
  • Are files being placed in /incoming/[databaseID]/scholarly on your institution’s SFTP folder?
  • Are you following one of the Outlined Collaborator Conventions?
  • Does your data include all the columns, in the same order, as listed under the Details tabs of the data model?
  • Does your data include a header that matches the field names?
  • Please ensure that if a column can't be populated, you are leaving it blank but including it in the file.
  • Activity Classifications are added to the end of the file (if applicable).
 
 

Other Activity & Profile Data

  • Are you following Interfolio's data models for Activity Data and Profile Data?
  • Do you have a known, established cadence for loading these manual files via the Technical Services team
  • Has your column order remained unchanged since the file was last loaded?
  • Has the data within a column remained consistent?
 
 
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