eptos Classification Manager User Guide
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Exchange Classification Classes (Version 3.3)

Overview

Present import indicates how Classification Classes may be imported in the system.

The purpose and the scope of this document is to describe the file format specifications for the import of Classification Classes.

Overall Conventions

Software

Import filters file is composed of one XLSX sheet. Therefore, to build the file a program needs to be installed that can handle the XLSX format, such as Microsoft Excel. Documents which implement this file format specification need to be saved as .xlsx files.

Worksheet

An Excel file can be structured in multiple work sheets. Each work sheet has a name that must be adhered to.

Each sheet has two header lines and a data payload.

In row 1 the human readable column names are printed – the row will be ignored by import

Row 2 contains the column codes that are used by the import program to identify the content.

Then follow the data rows.

Table Columns

Column name

Each table column has a name which gives a human comprehensive short reference of the column's content.

Note: the column name is for convenience only and not used to interpret the file.

Column Code

In order to reference the column unambiguously each column gets a unique code within the worksheet.

The import program is relying on Column Codes. If Column orders are changed, the codes must be preserved.

Requirement of Contained Data

Each column of contained data can be either

  • Mandatory – values MUST be present

  • Optional – values MAY be present

  • Conditional – values MUST be present IF a condition applies

Data types

Each column has a defined data type, i.e. a restricted set of available values. For example the data type integer only allows whole numbers while the data type string allows any sequences of characters. Additionally the data type string can be syntactically further constrained by a grammar.

Data type

Description

Example

Integer

whole number (positive and negative)

-10, 20

Real

Rational numbers (positive and negative)
Exponential notation is allowed

10, 10.5, -12,44
2.1E10

String

Sequence of characters (excluding inverted comma)
Can be further constrained by a grammar

AbC

Column Description

Description of the content for each column.

Translatability

The content of each column can be either translatable of not. In case a column's content data are translatable, the column code in the header is suffixed by a locale code comprising of a language code, an underscore and a country code. Example of locale codes: "de_DE", "en_US".

IN/OUT

For each column it can be defined whether the contained data is relevant for import or only gives additional information to a human reader of the file.

Identifiers (IDs)

References within the exchange file are made by an ID. There are two kinds of IDs to be separated:

  • Transient ID

Any sequence of characters can be treated as a transient ID when it cannot be confused with a code or an IRDI. It is recommended to use 6 digits long zero padded running numbers, e.g. 000001. The running number must be unique within the file and will be replaced by a code during import.

  • Persistent ID

A persistent ID can be used for references during load of new entries and for updates of existing entries. For updates of data that are already stored in eptos using a persistent ID is mandatory. The format of the persistent ID in eptos is the international registration data identifier (IRDI). For classification classes also the coded name may be used.

When an import file contains more than one ID for the same entity, the following precedence is taken:

  • Persistent ID (IRDI)

  • Coded Name

  • Transient ID

Definitions, Acronyms and Abbreviations

IRDI – Format of identifier according to ISO29002-5
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Abbildung1 – IRDI syntax





[This subsection should provide the definitions of all terms, acronyms, and abbreviations required to interpret properly the Modern SRS. This information may be provided by reference to the project Glossary.]






References


[This subsection should provide a complete list of all documents referenced elsewhere in the Modern SRS. Each document should be identified by title, report number (if applicable), date, and publishing organization. Specify the sources from which the references can be obtained. This information may be provided by reference to an appendix or to another document.]


Overview


[This subsection should describe what the rest of the Modern SRS contains and explain how te Modern SRS is organized.]



Import of Classification Classes

Column name

Obligation

IN/OUT

Column Code

Value Data Type

Description

Translatable

Superclass

M/O

IN/OUT

C01

String

IRDI/SCV of the Parent Class or an internal ID (see column C02) denoting the Parent Class (when part of same file).

Note: Column is not mandatory if "Natural key selected (see note 3)

N

ID

M

IN/OUT

C02

String

For NEW CLASS: it contains either an internal ID identifying the class OR user-proposed IRDI/SCV.
For EXISTING CLASS: the IRDI of an existing Classification Class that will be updated (see note 4).

N

Hierarchical position

M

IN/OUT

C03

String

Hierarchical position of classification class
Example from ECLASS dictionary 27-00-00-00

N

Preferred Name

M

IN/OUT

C04 (langCode)

String

Preferred Name of the Classification Class to be imported. Lang code is in the form e.g. EN, DE. Column is not mandatory when updating a class (see note 4)Preferred name should be validated against business rules (see note 7)

Y

Definition

O

IN/OUT

C05 (langCode)

String

Definition of the Classification Class

Y

Source

O

IN/OUT

C06 (langCode)

String

Source of definition of the Classification Class

Y

Remark

O

IN/OUT

C07 (langCode)

String

Remark regarding Classification Class to be imported

Y

Creation date

O

IN/OUT

C09

String

Date when the version is created. Format is yyyy-mm-dd according ISO 8601 (example: "2011-01-15") and the Excel cell should be String.

N

Revision number

O

IN/OUT

C10

Integer

The revision number is a number that serves for administration of revision.

N

Primary language

M

IN/OUT

C11

String with syntax "langCode_countryCode"

Localized language in which the Classification Class was initially defined (e.g. "en_US"). Column is not mandatory when updating a class (see note 4)

N

Restricted

O

IN/OUT

C12

String

May contain values "Y" or "N".

N

Hierarchical position of superclass

O

IN/OUT

C13

String

Hierarchical position of superclass

Observed when natural key option is selected and coded name does not allow to guess the superclass

See Note 3

N

IRDI for a posteriori case of

O

IN/OUT

C14

String

Identification (IRDI/SCV) of classification class for a posteriori case of.
See Note 6

N

Hierarchical position for a posteriori case of

O

IN/OUT

C15

String

Identification (hierarchical position) of classification class from external dictionary.

N

Preferred name (Short)

M/O

IN/OUT

C16

String

Short Preferred Name of the Classification Class to be imported. Lang code is in the form e.g. EN, DE. Column is not mandatory when updating a class (see note 4)
Mandatory in primary language in case PFC is enabled (see note9)

Y

Preferred name (Materialgroups)

O

IN/OUT

C17

String

Preferred name regarding material groups

Y

Deprecated

O

IN/OUT

C18

String

empty

Class is deprecated yes/no

N

Predecessor List

O

OUT

C19

String

comma separated list of predecessor classes

N

Importable raw column

O

IN/OUT

RAW (CODE)

String

Any flag or value that can be set to a field previously marked as "importable". See note10.
Example: class is warengruppe having the code RAW (IS_WG). Supported values: Integer, String, Boolean (as "Y", "N")

N

Code from name

O

OUT

C20

String

Coded name extracted if the CC name is something specific like "12345678 My Name", otherwise empty

N

Version

O

OUT

C21

String

Version

N

Code mapped class

O

OUT

C22

String

Code mapped class

N

Coded name mapped class

O

OUT

C23

String

Coded name mapped class

N

Business responsible

O

OUT

C24

String

Business responsible of respective class

N

Deprecation date

O

OUT

C25

String

Date when class has been deactivated, if it is the case.

N


Note1: If empty, optional columns will be ignored for Import.
Note2: For translatable attributes column will be multiplied in import file for each needed language.
Note3: in case the option "Natural key"/"spechender Schlüssel" is being selected then the column superclass will be ignored and the hierarchy will be calculated :

  • For syntax-aware hierarchies, based on the syntax for children/parent codednames

  • For no-syntax hierarchies, based on column "hierarchical position" / "hierarchical position of superclass" (which becomes mandatory)

Note4: update of existing elements is possible by selecting option "Allow update" and specifying as ID an existing element. Only the textual fields (e.g. preferred name, preferred name (short), definition, source, remark) will be updated with the new content.
Note5: If column "Restricted" is empty, system will import respective Classifications as non-restricted.
Note6:Imported classification class will be connected with this class by a posteriori case of relation.
Used to denote that imported class was adapted from this class. If both IRDI/SCV (C14) and Hierarchical position (C15) are present IRDI/SCV has precedence, value of C15 is ignored.
Since hierarchical position can't specify a class from external dictionary and we want to cover this also, import GUI will allow selection of release from which classes specified by column C15 belongs.
Note7:For some classification class types (e.g. FOUR_LEVEL_EIGHT_DIGIT_NO_SYNTAX) specific checks and corrections may apply. Check definition of each classification class type.
Note 8: The successor classes are maintained in the system according to the use case, therefore C19 only exports the derived predecessor list. No import.
Note9: For PFC enabled dictionaries, column C16 Preferred name(short) is mandatory
Note10: An importable RAW column allows a value to be imported for a class in a field that does not have or need additional implementation. One only needs to know the unique identifier from Eptos of that modeled field.