Export/Import of Schemes
Schemes are automatically included in distribution if:
- Sample Schemes are exported/imported: CCSCHEME.ORGANISATION_CODE+SCHEME_CODE = CCSAMPLESCHEME.ORGANISATION_CODE+SCHEME_CODE
- Specification Scheme Version Analytes are exported/imported: CCSCHEME.ID = CCSPECSCHEMEVERANALYTE.SCHEME_ID
The following data is included when a Scheme record is exported/imported:
- All fields in the record, except for those specified as being cleared, and Creation User and Last Mod User which are cleared also.
Laboratory (should be empty anyway since only org-scope schemes can be approved for export)
Associated scheme (should be empty anyway since only org-scope schemes can be approved for export)
Registration canned comment group
Analysis canned comment group
Report canned comment group
- Specific links to other records are maintained, and the linked record is exported/imported if it does not already exist in the destination organisation.
Line of business, as Line of Business record
Scheme category, as Category record
Pre-treatment category, as Category record
Scheme text and scheme 2 text, as Text records
Section, as Section record
Container type, as a Container Type record
Instrument group, as Instrument Group record
Limit specification, as Specification record
Price code, as Price Code record
Scheme script, as Script record
Latest published scheme version, as Scheme Version record
- Related child or group member records are exported/imported.
Scheme links, as Scheme Link records (only when both the from and to linked schemes are present)
Scheme precursors, as Scheme Precursor records (only when both the precursor and sequel schemes are present)
Scheme versions, as Scheme Version records
- All related EFS files (for example, scripts, images) are exported/imported.
Scheme document
- All related custom attributes and related content are exported/imported.
- All related I18n records are exported/imported for all exported/imported records.
When Scheme records are imported, then the import mechanisms also imports the necessary child and linked objects required for these scheme entities. Since schemes have a structure that can cross-reference other schemes, the case may be that not all of the cross-referenced schemes are imported at the same time. When any of these cross-referenced schemes are subsequently imported, then the links between cross-referenced schemes are re-established, as if they were imported at the same time.
When a search is made for schemes and the Importable Scheme Versions only is selected on the Scheme Primary Criteria tab, then schemes are returned where:
- A scheme exists in the LIBMAN organisation and it does not exist in the GLOBAL organisation.
- A new version is available in the LIBMAN organisation for a scheme that exists in the GLOBAL organisation.
- A new precursor scheme relationship exists in the LIBMAN organisation for two schemes that exists in the GLOBAL organisation.
- A new (precursor) scheme and precursor scheme relationship exists in the LIBMAN organisation for a sequel scheme that exists in the GLOBAL organisation.
- A new (sequel) scheme and precursor scheme relationship exists in the LIBMAN organisation for a precursor scheme that exists in the GLOBAL organisation.
- A new linked scheme relationship exists in the LIBMAN organisation for two schemes that exists in the GLOBAL organisation.
- A new (linked-from) scheme and linked scheme relationship exists in the LIBMAN organisation for a linked-to scheme that exists in the GLOBAL organisation.
- A new (linked-to) scheme and linked scheme relationship exists in the LIBMAN organisation for a linked-from scheme that exists in the GLOBAL organisation.
Note: The search for importable schemes does not locate schemes based upon the existence of a new precursor or linked scheme relationship only. That is, only 'header' schemes are located. Header schemes are those linked-from or sequel scheme that are dependent on linked-to or precursor schemes; the linked-to and precursor schemes themselves are not located based on new precursor or linked scheme relationships.
Once a scheme is located and selected for import, then the import service creates:
- The new scheme record and all its child and linked records including Section Codes, Categories, Specs, ContainerTypes, InstrumentGroups, CannedCommentGroups and PriceCodes.
- The new scheme version record and all its child and linked records including QCMasks and Methods.
- The new scheme version analyte records and all their child and linked records including Units, Rounding Tables, Range Tables, Scripts and PriceCodes.
- The linked-from or linked-to scheme (scheme version and scheme version analytes) if it does not already exist in the GLOBAL organisation and re-establish the link-from-link-to relationship. Note that, if a linked-from or linked-to scheme already exists in the GLOBAL organisation but the LIBMAN organisation has a newer scheme version, then this does not trigger a scheme import because the user specifically imports those schemes independent of their links as linked schemes.
- The the precursor or sequel scheme if it does not already exist in the GLOBAL organisation and re-establish the precursor-sequel relationship. Note that, if a precursor or sequel scheme already exists in the GLOBAL organisation but the LIBMAN organisation has a newer scheme version, then this does not trigger a scheme import because the user specifically imports those schemes independent of their links as precursor schemes.
Examples
In the following table, DRY1 is a precursor scheme undertaken before analysis is performed, DIG1 is a digestion scheme where weight and volume are captured, and AAS1 and ICP1 are the analysis schemes that each comprise a metals reading.
Case 1: All schemes are new to the GLOBAL organisation
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V1) |
|
|
|
|
|
Y as new scheme exists |
Y |
DRY1 (V1) |
|
|
|
DIG1 (V1) |
DRY1 |
|
|
|
|
Y as new scheme exists |
Y |
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V1) |
|
DIG1 |
|
|
|
Y as new scheme exists |
Y |
AAS1 (V1) |
|
DIG1 |
|
ICP1 (V1) |
|
DIG1 |
|
|
|
Y as new scheme exists |
Y |
ICP1 (V1) |
|
DIG1 |
Case 2: All schemes exist already in the GLOBAL organisation; the precursor relationship is new
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V1) |
|
|
DRY1 (V1) |
|
|
|
|
DRY1 (V1) |
|
|
|
DIG1 (V1) |
DRY1 |
|
DIG1 (V1) |
|
|
Y as new precursor relationship |
Y |
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V1) |
|
DIG1 |
AAS1 (V1) |
|
DIG1 |
|
|
AAS1 (V1) |
|
DIG1 |
|
ICP1 (V1) |
|
DIG1 |
ICP1 (V1) |
|
DIG1 |
|
|
ICP1 (V1) |
|
DIG1 |
Case 3: All schemes exist already in the GLOBAL organisation; the link relationship is new
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V1) |
|
|
DRY1 (V1) |
|
|
|
|
DRY1 (V1) |
|
|
|
DIG1 (V1) |
DRY1 |
|
DIG1 (V1) |
DRY1 |
|
|
|
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V1) |
|
DIG1 |
AAS1 (V1) |
|
|
Y as new link relationship |
Y |
AAS1 (V1) |
|
DIG1 |
|
ICP1 (V1) |
|
DIG1 |
ICP1 (V1) |
|
|
Y as new link relationship |
Y |
ICP1 (V1) |
|
DIG1 |
Case 4: All schemes exist already in the GLOBAL organisation; new versions exist
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V2) |
|
|
DRY1 (V1) |
|
|
Y as new version does not exist |
Y |
DRY1 (V2) |
|
|
|
DIG1 (V1) |
DRY1 |
|
DIG1 (V1) |
DRY1 |
|
|
|
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V2) |
|
DIG1 |
AAS1 (V1) |
|
DIG1 |
Y as new version does not exist |
Y |
AAS1 (V2) |
|
DIG1 |
|
ICP1 (V1) |
|
DIG1 |
ICP1 (V1) |
|
DIG1 |
|
|
ICP1 (V1) |
|
DIG1 |
Case 5: All schemes exist already in the GLOBAL organisation; new versions exist; only analytical schemes are imported
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V2) |
|
|
DRY1 (V1) |
|
|
Y as new version exists |
|
DRY1 (V1) |
|
|
|
DIG1 (V1) |
DRY1 |
|
DIG1 (V1) |
DRY1 |
|
|
|
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V2) |
|
DIG1 |
AAS1 (V1) |
|
DIG1 |
Y as new version exists |
Y |
AAS1 (V2) |
|
DIG1 |
|
ICP1 (V1) |
|
DIG1 |
ICP1 (V1) |
|
DIG1 |
|
|
ICP1 (V1) |
|
DIG1 |
Case 6: All schemes exist already in the GLOBAL organisation; new versions exist; only precursor schemes are imported
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V2) |
|
|
DRY1 (V1) |
|
|
Y as new version exists |
Y |
DRY1 (V2) |
|
|
|
DIG1 (V1) |
DRY1 |
|
DIG1 (V1) |
DRY1 |
|
|
|
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V2) |
|
DIG1 |
AAS1 (V1) |
|
DIG1 |
Y as new version exists |
|
AAS1 (V1) |
|
DIG1 |
|
ICP1 (V1) |
|
DIG1 |
ICP1 (V1) |
|
DIG1 |
|
|
ICP1 (V1) |
|
DIG1 |
Case 7: All schemes exist already in the GLOBAL organisation; new versions exist; only analytical schemes are imported
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V2) |
|
|
DRY1 (V1) |
|
|
Y as new version exists |
|
DRY1 (V1) |
|
|
|
DIG1 (V2) |
DRY1 |
|
DIG1 (V1) |
DRY1 |
|
Y as new version exists |
|
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V2) |
|
DIG1 |
AAS1 (V1) |
|
DIG1 |
Y as new version exists |
Y |
AAS1 (V2) |
|
DIG1 |
|
ICP1 (V2) |
|
DIG1 |
ICP1 (V1) |
|
DIG1 |
Y as new version exists |
Y |
ICP1 (V2) |
|
DIG1 |
Case 7a: All schemes except the DIG1 scheme exist already in the GLOBAL organisation; new versions exist; only analytical schemes are imported
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import?
|
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V2) |
|
|
DRY1 (V1) |
|
|
Y as new version exists |
|
DRY1 (V1) |
|
|
|
DIG1 (V2) |
DRY1 |
|
|
|
|
Y as new version exists |
|
|
|
|
|
AAS1 (V2) |
|
DIG1 |
AAS1 (V1) |
|
|
Y as new version exists |
Y |
AAS1 (V2) |
|
|
|
ICP1 (V2) |
|
DIG1 |
ICP1 (V1) |
|
|
Y as new version exists |
Y |
ICP1 (V2) |
|
|
Case 8: All schemes exist already in the GLOBAL organisation; new versions exist on some schemes and some new link relationships exist; only one analytical scheme is imported
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V2) |
|
|
DRY1 (V1) |
|
|
Y as new version exists |
|
DRY1 (V1) |
|
|
|
DIG1 (V2) |
DRY1 |
|
DIG1 (V1) |
DRY1 |
|
Y as new version exists |
|
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V3) |
|
DIG1 |
AAS1 (V1) |
|
|
Y as new version and link relationship exist |
Y |
AAS1 (V3) |
|
DIG1 |
|
ICP1 (V2) |
|
DIG1 |
ICP1 (V1) |
|
|
Y as new version and link relationship exist |
|
ICP1 (V2) |
|
|
Case 9: All schemes exist already in the GLOBAL organisation; new versions exist on some schemes and some new link relationships exist; only one analytical preparation scheme is imported
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V2) |
|
|
DRY1 (V1) |
|
|
Y as new version exists |
|
DRY1 (V1) |
|
|
|
DIG1 (V1) |
DRY1 |
|
DIG1 (V1) |
|
|
Y as new precursor relationship exists |
Y |
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V2) |
|
DIG1 |
AAS1 (V1) |
|
|
Y as new version and link relationship exist |
Y |
AAS1 (V2) |
|
DIG1 |
|
ICP1 (V1) |
|
DIG1 |
ICP1 (V1) |
|
|
Y as new link relationship exists |
|
ICP1 (V1) |
|
|
Case 10: Some schemes exist already in the GLOBAL organisation; new link relationships exist; only precursor schemes are imported
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V1) |
|
|
|
|
|
Y as new scheme exists |
Y |
DRY1 (V1) |
|
|
|
DIG1 (V1) |
DRY1 |
|
|
|
|
Y as new scheme exists |
Y |
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V1) |
|
DIG1 |
AAS1 (V1) |
|
|
Y as new version and link relationship exist |
|
AAS1 (V1) |
|
|
|
ICP1 (V1) |
|
DIG1 |
ICP1 (V1) |
|
|
Y as new link relationship exists |
|
ICP1 (V1) |
|
|
Case 10a: Some schemes exist already in the GLOBAL organisation; new link relationships exist; all schemes are imported
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V1) |
|
|
|
|
|
Y as new scheme exists |
Y |
DRY1 (V1) |
|
|
|
DIG1 (V1) |
DRY1 |
|
|
|
|
Y as new scheme exists |
Y |
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V1) |
|
DIG1 |
AAS1 (V1) |
|
|
Y as new version and link relationship exist |
Y |
AAS1 (V1) |
|
DIG1 |
|
ICP1 (V1) |
|
DIG1 |
ICP1 (V1) |
|
|
Y as new link relationship exists |
Y |
ICP1 (V1) |
|
DIG1 |
Case 11: Some schemes exist already in the GLOBAL organisation; new link relationships exist; all schemes are imported
|
LIBMAN organisation |
GLOBAL organisation pre-import |
Returned from a search for Importable Scheme Versions only? |
Selected for import? |
GLOBAL organisation post-import |
||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Scheme (Version) |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
Scheme |
Precursor scheme |
Linked scheme |
||
|
DRY1 (V1) |
|
|
DRY1 (V1) |
|
|
|
|
DRY1 (V1) |
|
|
|
DIG1 (V1) |
DRY1 |
|
DIG1 (V1) |
DRY1 |
|
|
|
DIG1 (V1) |
DRY1 |
|
|
AAS1 (V1) |
DRY1 |
DIG1 |
AAS1 (V1) |
DRY1 |
DIG1 |
|
|
AAS1 (V1) |
DRY1 |
DIG1 |
|
ICP1 (V1) |
DRY2 |
DIG2 |
ICP1 (V1) |
DRY1 |
DIG1 |
Y as new link relationship exists |
Y |
ICP1 (V1) |
DRY1 * DRY2 |
DIG1 * DIG2 |
|
DRY2 (V1) |
|
|
|
|
|
Y as new sequel relationship exists |
Y |
DRY2 (V1) |
|
|
|
DIG2 (V1) |
DRY2 |
|
|
|
|
Y as new precursor and link relationships exist |
Y |
DIG2 (V1) |
DRY2 |
|
* The import removes the existing precursor and linked scheme relationship
