How to Manage References after Importing Objects in Geobank

Introduction

Geobank, a sophisticated data management system, enables the management of tools and objects, including the export and import of these through XML text. While the process of exporting and importing is streamlined, there are additional considerations to address post-import, particularly concerning references in profiles. This article provides guidance on re-establishing these references after importing objects to ensure seamless data integration.

Exporting and Importing Objects in Geobank

Objects within Geobank, including all sub-objects a parent tool consists of, can be represented as XML text. This versatility allows for easy transfer and backup of objects within the system. Whether dealing with internal objects or actual tools, users can opt to keep the XML definition on the clipboard or save it as a physical file.

Exporting Objects

- Utilise the Export toolbar button.
- Right-click on the desired object and select "Export" from the pull-down menu.

Importing Objects

- Use the Import toolbar button.
- Right-click where the imported object is intended to be placed and select "Import" from the pull-down menu.

For a detailed description of the export and import process, please look at the Geobank web help page.

Troubleshooting: Post-Import Reference Management

The Problem

After importing objects, particularly when modifications have been made to the XML definitions by colleagues or Geobank support, discrepancies may arise in references within profiles.
If the"overwrite" option, while importing, is selected, then no additional alterations in the profiles are required. However, suppose the imported object retains the same name as its predecessor, and the "rename" option is chosen during import. In that case, references from profiles to the initially linked tool are not automatically updated to the new version.

The Solution

A manual update of these references is required to ensure that the new or updated tool is correctly referenced in all relevant profiles. Follow these steps to manage references post-import:

1. Identify Original References:

    - Right-click on the original tool.
    - Select "Add to Profile."
    - Note down all profiles where this tool is referenced.

2. Recreate References for Imported Tool:

    - Right-click on the newly imported tool.
    - Select "Add to Profile."
    - Manually add the tool to the profiles as noted from the original tool.

Notes

- Maintaining an up-to-date list of profiles and their associated tools is essential for efficient reference management.

- Regular audits of tool references within profiles can preemptively resolve discrepancies arising from tool updates and imports.

- Always back up the original XML definitions and associated profiles before making significant changes or importing new data.

Conclusion

While Geobank streamlines the data management process, including the import and export of tools, special attention is required to manage references within profiles after import. By following the steps outlined, you can make sure that tools and objects are correctly referenced, thereby maintaining the integrity and efficiency of their data management within Geobank.

 

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