Importing Publications in Research Logix via CSV

Objective

This tutorial explains how administrators can manually import publications into Research Logix using a CSV file. By following these steps, users can ensure that publication data is accurately mapped and integrated into the system.

Key Steps

1. Access the CSV Import Tool

   • Navigate to the Publication Workspace.

   • Select Import Pub CSV.

2. Prepare the CSV File

   • Ensure the file includes the PubMed ID (PMID) and relevant author information.

   • Verify that data is correctly formatted to align with Research Logix's requirements.

3. Upload the CSV File

   • Click Choose File and select your prepared CSV file.

   • The system will read the file but will not import it immediately.

4. Map CSV Columns to Research Logix Fields

   • Use the mapping utility to align CSV columns with the corresponding Research Logix fields.

   • Ensure all required fields are correctly mapped.

5. Import the File

   • Click Import File to process the data.

   • Research Logix will assign the column data to the appropriate fields.

6. Review Imported Publications

   • After importing, a confirmation message will be displayed.

   • Newly imported publications will be available in Unreviewed Pubs for further processing.

Cautionary Notes

• Ensure that the CSV file follows the correct format to prevent import errors.

• Verify column mapping carefully to ensure accurate data assignment.

• Imported publications will require review in Unreviewed Pubs before finalization.

Tips for Efficiency

• Double-check the CSV file for missing or incorrect data before importing.

• Use consistent formatting for author names and PubMed IDs to prevent mismatches.

• Regularly review Unreviewed Pubs to process and categorize newly imported publications efficiently.