Finding / Modifying Information in Bulk

Finding Information in Bulk

Finding information in bulk, based on a list, can be performed using the Bulk Search capability. The bulk search function is found as a separate command to the commands for the for the class of object of interest. For instance, you will find it beside the document search commands under the Documents tile from the SPF home page.

Within the search, you can search for a list by separating the item names with a "|". Pasting a list from your clip board will automatically include the "|" character for you. This is intended to allow you to copy / paste a list from a spreadsheet in Excel.

The Document Grid Search is specifically used for documents. This will return specific revisions of a document or if no revision is specified, return all revisions of the document.

HINT: The resulting set of objects can be added to your pin board for various uses including, forming relationships.

HINT: The URL can be copied / bookmarked to provide you with quick access to commonly accessed information.

Modifying Information in Bulk

Creating, updating, and deleting information in bulk is available through a tool called SmartData Validator (SDV). To perform these functions SDV must be configured for the bulk modification needed. The following table lists the capabilities that have been configured within SDV.

Table 1. SDV Configurations

Group	Object Class	Capabilities	Template	Job Definition
Authoring Documents	Document	Create, update	40001-IM-FRM-60413	Documents
Authoring Documents	Document to Package	Create	40001-IM-FRM-60413	WorkPackageDocument
SSA	ModelIDs (Information provided by Strategic Supplier Agreements)	Create, update	40001-IM-FRM-60414	SSA model
SSA	ModelIDs to Document Relationships	Create	40001-IM-FRM-60414	SSA Model Documents
CTA	Mechanical CTA Tags	Update	40001-ME-DAS-61637	Update Mechanical Tags
CTA	Electrical CTA Tags	Update	40001-ME-DAS-61637	Update Electrical Tags
CTA	Motorized Doors (DORU)	Create	40001-IM-FRM-60816	Motorized Door
CTA	Buildings	Create, update	40001-IM-FRM-60817	Building
CTA	Architectural Door	Create, update	40001-IM-FRM-60818	Architectural Door
CTA	Architectural Roof	Create, update	40001-IM-FRM-60818	Architectural Roof
CTA	Architectural Wall	Create, update	40001-IM-FRM-60818	Architectural Wall
Tag Relationships	CDW Tags to Authoring Documents	Create	40001-IM-FRM-60534	AuthDocumentTag
Tag Relationships	CDW Tags to ModelIDs	Create	40001-IM-FRM-60534	TagModelID
Tag Relationships	CDW Tags to Package	Create	40001-IM-FRM-60534	TagWorkPackage
Redline	Redline	Create, update	40001-IM-FRM-60832	Redline
Redline	Redline No-Change	Create	40001-IM-FRM-60832	Redline No-Change
Redline	Redline to Tags	Create	40001-IM-FRM-60832	Redline to Tags

Each SDV configuration references a template which helps users understand what information should be or can be specified for the given operation. Following the illustration below, users should employ the referenced template when gathering the information demarked in step 1. The document and model templates have an embedded macro that can be used to generate the file needed in step 2. Once the file is generated the file(s) can be processed in SDV using the following instructions:

Figure 1: Basic steps to modify information in bulk through Smart Data Validator

Modifying information in bulk supports the established processes for managing models from strategic supplier agreements and managing vendor tag data. These processes have been described in 40001-EM-SPE-60489 Tag & Model Management Data Flows.

Smart Data Validator (SDV) is a feature available only through the SPF Desktop Client. Authorization is required to gain access.

The contents of Finding / Modifying Information in Bulk

Open SDV Desktop Client

Create a New Job

Send Data to SPF

Troubleshooting