Collective Revisions & Operations
Update processes for groups of domain objects made easy
With the cloud-based STREAM app Collective Revisions & Operations, mass updates of many types of publishing-specific data are possible as part of a simple and straightforward process.
The app provides a list of domains, such as contact, product, work, contract, etc. You select the domain for which updates should be processed. Now you move to the domain level.
Many options for selecting the groups of domain objects
On the domain level, you define a group of objects to modify. This can be done in several ways: by doing a standard domain search, by using a reference to a domain object collection (e.g., a reference to a product selection profile which has already been processed and provides references to products), or by uploading a csv file that includes references to domain objects, for example, ISBNs or article numbers and an edition number.
In addition to the domain object definition, this level of the app also offers a number of processes you can choose, such as ‘Classifications‘, ‘Responsibilities‘ etc. Having selected a process, you can move to the domain revision level.
Add / replace / delete
On this level, you simply select ‘add’ information, ‘replace’ existing data with new data, or ‘delete’ data. For each of these options, a source and a target definition can be specified: the source definition enables you to filter the selected domain objects by specific characteristics, while the target definition specifies the data to be used for the update.
Option for processing modifications first without doing actual changes
With Collective Revisions & Operations, it is possible to update all domain objects with the selected source/target definition, but without updating the database. Instead, you will get a list of the domain objects, and each item is flagged with a success indicator (i.e. ‘warning’, ‘error’, ‘removed’, ‘successful’) and moved to the respective ‘basket’. Now you can remove ‘warnings’ and ‘successful‘ items by deselecting them manually from the list; ‘removed’ items and ‘errors’ will not be changed. Following a confirmation, the app will then execute the changes on the database.
Each change is registered in the modification history for the respective domain object. The app also records the order of revisions and the products that have been adjusted (reference).
Save time for reoccurring and similar mass update jobs
For the processing jobs you do frequently, you can create favorites for the respective job definitions (e.g., every six months, for newly published titles, specific classifications are to be added to these products). Your ‘job definition favorites’ are available for being executed for other object selections.
It is also possible to duplicate jobs you do with the app, for example, if you’d like to perform a similar job for a selected list of products (or contracts etc.). By so doing, the job definition and the selected objects are opened in a new job, and you can modify the definitions or select a ‘favorite’ for this.
‘My jobs’ & overview of processes
Collective Revisions & Operations features a personal job list for each user. In this list, you’ll find all jobs that have not yet been archived with information on their status. This is helpful if you have, for example, started a large job and want to check, after some time, if it has already been completed. Of course, the app can also display an overview of all jobs regarding a specific process. In addition to this, there is a list available for each domain and process of all existing jobs (including status information which can be used as a filter).
Operations beyond the core functionality
As a flexible app, Collective Revisions & Operations also offers options going beyond the core functionalities. For example, there is a configurable MS Excel® download option: for a selection of products, you’re able to choose a number of attributes which are then exported as columns of a spreadsheet.
In addition to this, the app provides an update functionality for executing price modifications that have been defined externally. The price models are always consistent and in line with the validations of the STREAM app Sales Price Manager. Period and edition prices are supported, as well as generating prices in different currencies. Our ‘check & execute’ approach ensures that you can have a close look at which price definitions are correct (and which are wrong) prior to doing the changes. New product prices can also be part of an Excel®-csv upload.
This STREAM app is fully compatible with Version 11.0 of the Klopotek Classic Line.
KEY FEATURES AND BENEFITS
- Update processes for groups of domain objects made a simple task
- Domains are contact, product, work, contract, etc.
- Many options for defining a group of objects to be modified (search, references, upload a csv file)
- Variety of processes to perform, such as ‘Classifications‘, ‘Responsibilities‘ etc.
- Actual job: add / replace / delete data
- Option for processing modifications first without doing actual changes to database (adjust list manually after having received success indicator flags for items, then do actual changes to database)
- Modification history; favorite jobs; ‘my jobs’
- Duplicate jobs; overview of processes
- Operations beyond the core functionality, e.g., configurable MS Excel® download option
- Fully compatible with Version 11.0 of the Klopotek Classic Line