BNA CM Load Procedure

Save the file received from BNA to your hard drive. Be sure to use a file name that clearly identifies the date range included in the file (so as not to inadvertently load the wrong data).
Check BNA Excel file for missing data. Find missing titles by looking them up in CM by the BNA Accession Number. Fill missing data into the BNA file. Note the number of rows of data in the file (do not count the first row of headings). Do not forget to save the file if any changes have been made.
Open the Web Order System.
Open the table "BNALoad" and delete any data from it.
Under the "External Data" tab, click the "excel" button in the "import" half of the screen. A window should open.
Fill in the name of the file you saved by clicking browse. When this is done, choose "append a copy of the records to the table". Next select BNA Load in the text box that opens. Click OK
Check the "First Row Contains Column headings" box.
Click "Next." Then click "Finish."
Click yes, but not before making sure that the number of records matches the number of rows of data that you made note of earlier.
Re-open the "BNA Load" table in regular view. Delete blank records at the end of the table and note the number of records in the table. Check for and fill in any blank title fields (look up in CM using the accession number).
Go to "Queries" and open "CM Update to Out Format" Query.
Click Yes
Insure the number of rows matches the number of records that were in the "BNA Load" table. If so, click Yes.
Open the query "BNA Load Append Query." Click yes (twice). Continue to make sure that the number of records matches your earlier numbers.
Run query "Find Null Authors and Update" and update all.
Open the requests table. Scroll down until you see the last CM order, and confirm the row number matches the number of records.

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BNA CM Load Procedure