cancel
Showing results for 
Search instead for 
Did you mean: 

Importing Transcripts into system through a sweep account

Mark_DeMateo
Champ in-the-making
Champ in-the-making

I am beginning to import thousands of transcripts into Perceptive. The transcripts are named by their student id#. Is there a way to have this name be picked up and inserted into the doc properties to help with linking? Otherwise, this adds a step and will slow down the process quite a bit.

2 ACCEPTED ANSWERS

Ted_Kraje
Confirmed Champ
Confirmed Champ

Yes.  Your capture profile contains an application plan on the "Profile" tab.  Inside the application plan, the Elements tab can be used to parse the filename into one or more Dictionary fields, and those Dictionary fields can be placed in one or more properties in the Map tab.

View answer in original post

Nathan_Wust
Star Collaborator
Star Collaborator

If all of the transcripts are named their student ID and if you have the ability to query a database that has your student information in it you may be able to use a different approach. We do have access to a DB with student info so I have created an I script that pulls the files in, breaks the file name away from the file path. Then using a Database lookup I then populate the KF's with Name, DOB, and EmailID. We do this with all of our student bills that are sent out and can run several thousand an hour into the system with this method.

View answer in original post

8 REPLIES 8

Do you have an example of the entire path + filename of an import file?

If you are using iScript check out the SElib.directory() object references. What i am doing with that is pulling the full file path then doing a substr() on it and removing the length of the root path leaving just the file name and extension. Like Ted said. If you have a path and sample file name I'm sure what i have could be adapted fairly easily. Then it is just dump in invoices in a folder and run that iScript on a schedule. Depending on what else you may want to do to them more could be added.

Mark_DeMateo
Champ in-the-making
Champ in-the-making

I was able to import a transcript with the ID# coming in. I am working on a solution with one of staff people today. Will keep you updated if it gets automated. Thanks for the input.

Good Morning Mark,

 

I know this is an old post,  but we are starting a similar project to bring our 'Official' transcript into Perceptive Content as an official point of reference.  You mentioned you are a Colleague school,  could you tell me how you produced your transcripts, was it with TRAN, did  you use a wrapper routine to get the student's ID on each transcript?  Also did you use Import Agent to bring the transcripts into Perceptive?

 

Any and all assistance will be much appreciated.

Thank you so much.

Marion.

Getting started

Find what you came for

We want to make your experience in Hyland Connect as valuable as possible, so we put together some helpful links.