Although manually-initiated uploads were technically possible in GFA, the process was complicated and only worked for certain work order types. With CaiaSoft, our ability to both schedule work and to alter item properties after ingestion has been greatly increased. This will help us handle larger orders, as well as prevent/correct any mistakes made during the accession process. The upload jobs are very easy to learn, and the goal is to allow on-campus users to have access to them. However, the LSC will still need to know about most item-level changes, so that any clean-up work in the warehouse can be done promptly.

Uploads are the most convenient way to handle the following processes:

Applying flags to items
Updating certain item attributes (Collection Code, Material Type codes, bibliographic information) (NOTE: Most bibilo information will import through an existing connection to/from Aleph)
Scheduling future deaccessions, as well as creating accession streams
Checking statuses for a large number of items
Creating large retrieval requests that are not initiated through Aleph, Aeon, or similar software

Many of these upload jobs are initiated in the Inventory Management tab of CaiaSoft. There are a few pre-built templates for these types of jobs, but it is very easy for a Caiasoft admin to build more if another format is needed.

Upload files need to be formatted in very particular ways, and many upload types have rules about upload file name prefixes. These requirements are detailed in the File Upload Cheat Sheet that is linked below.

For any specific questions on file uploads, please feel free to reach out to the LSC Department Head, or to a CaiaSoft admin.

Document	Description
File Upload Cheat Sheet	This is the most important document to consult when attempting a file upload. Contains layout conventions, as well as general uploading guidelines.
Acronym Glossary	Gives you information on the codes for Item Attribute uploads, as well as other terms and phrases found throughout CaiaSoft and LSC documentation.
Item Flags	Assigns and removes item flags, which can help identify certain types of material and restrict circulation.
Item Attributes	This is a broad category of uploads that can flip an item's collection code, material type code, and bibliographic information, among other things.
Deaccessions	This LSC Manual section includes information on Scheduled Item Exits, a type of file upload that allows users to create a "deaccession stream" that acts similar to an retrieval request stream.
Accession Streams	Allows you to pre-load new items into CaiaSoft with certain attributes before the LSC accessions them. It serves as an error check and will reject LSC accession attempts that do not completely match the data found in the Accession Stream.
Manual Retrieval Request Uploads	This LSC Manual section has information on Manual Retrieval Request Uploads, a useful tool for creating large retrieval jobs without the use of an API.

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