Catalog process for Golden record catalogs – novomind iPIM Documentation

A Golden record cataloge is a compiled catalog in which item data of multi-supplier items from different source catalogs are merged. Learn more

In this example, the item data from three different Golden record source catalogs are merged.

Step 1: Create a catalog

In the first step, you need to create a catalog. To do so, proceed as follows:

Go to the “Catalog” tab of iPIM Supply.
Click on the button to call up the corresponding dialog box.

From the “Catalog type” menu, select the option “Golden record catalog”.
Enter a catalog name in the input field “Catalog name”.
From the “Supplier” menu, select a supplier.
From the “Language” menu, select a catalog language. This setting specifies the locale on which the imported item data is stored by default.

From the “Context” menu, select a context. This setting specifies the context level on which the imported item data is stored by default.
From the “User” menu, select a user.
From the “Source” menu, select the option “Import articles via file”.
In order to finish the catalog creation, click on the button. If the process was successful, a corresponding message will appear. The catalog is now created.

Click here to find a list of the rights that required to use the catalog process.

Step 2: Aggregation

In the second step, you need to configure and carry out the aggregation. Via the configuration of the aggregation parameters you can assemble the selection of source catalogs and prioritize them. Additionally, you can define which attribute is used as a unique item identifier when it comes to the merging of item data from the different source catalogs. And you can specify which attribute provides the item name.

Detailed information about the configuration and the execution of the aggregation you can find here. And in order to find a list of the rights that are required, click here.

Step 2.1: Configure the aggregation

In this step you need to configure the aggregation. To do so, proceed as follows:

Go back to the catalog overview.

Click on the name of the catalog to call up the catalog process overview.

Click on “Aggregation” to call up the aggregation configuration.

Click on the button below the catalog table to call up the dialog box for adding source catalogs.

Add the first catalog. In this case it is the catalog “GRSC_01” which was created here:
1. Choose the catalog from the list. Possibly use the text search to filter the list of catalogs by a search term.
2. Click on the catalog to select it. The corresponding chip is then shown in the input field.
3. Add additional source catalogs as described.

Click on the button to finish the adding of source catalogs. Following this, the selected source catalogs are shown in the table.

Add one of the available basic colors to each of the source catalogs, beginning with the first catalog:
1. In the table row of the catalog, click on the color field to call up the corresponding dialog box.
2. In order to select one of the basic colors, click on the respective color field of the “Grundfarben” section.
3. Click on the button to finish the selecting of a color. Following this, the dialog box closes and the respective color field in the table changes accordingly.
Assign individual colors to each of the remaining catalogs.

From the “Unique attribute for item merging” menu, select an iPIM Supply attribute to be used as a unique item identifier (in this case it is “Model number (607-1-LSF)”).
From the “Attribute with item description” menu, select the iPIM Supply attribute which contains the item name (in this case it is “Produt name (ShortDescription)”).
In order to save your selection of source catalogs, click on the button below the catalog table.

Possibly use the arrow buttons

and

to modify the order of source catalogs. In this way you can specify the sequence of priorization.

Step 2.2: Run the aggregation

In this step you need to run the aggregation.

Go back to the “Catalog process” tab.

Click on the button. Following this, an input prompt window appears.
Click on the button to trigger the aggregation. Once the aggregation is completed successfully, a corresponding message will appear and you can proceed to the next step.

Step 3: Priorization

The third step is the priorization. In this step, you can specify for each iPIM Supply attribute from which source catalog the corresponding attribute value is taken.

Detailed information about the configuration and the execution of the priorization you can find here In order to find a list of the required rights, click here.

Step 3.1: Configure the priorization

In this step you need to configure the priorization. To do so, proceed as follows:

Go back to the “Catalog process” tab.

Click on “Priorization” to call up the priorization configuration.

When calling up the priorization configuration, the table shows the *iPIM Supply* attributes from the related source catalogs, whereby the attributes are prioritized according to the priorization order of the source catalogs that was specified in the aggregation configuration.

Possibly modify the priorization order for the individual attributes, beginning with the first attribute:
- In order to move a source catalog to a higher level within the prioritization order, click on thebutton of the respective chip. The chip then moves to the left.
- In order to move a source catalog to a lower level within the prioritization order, click on thebutton of the respective chip. The chip then moves to the right.
Rearrange the chips for all the other attributes
Click on the button below the table to save your changes.

The priorization is now configured and you can proceed to the next step.

Step 3.2: Run the priorization

In this step, you need to run the priorization. To do so, proceed as follows:

Go back to the “Catalog process” tab.

Click on the button. Following this, an input prompt window appears.
Click on the button to trigger the priorization. Once the priorization is completed successfully, a corresponding message will appear and you can proceed to the next step.

Step 4: Approval

The fourth step is the approval of the catalog items and their item data.

Detailed information about the configuration and the execution of the approval you can find here. In order to find a list of the required rights, click here.

Step 4.1: Configure the approval

In this step, you need to configure the approval. To do so, proceed as follows:

Click on “Approval” to call up the approval configuration.

If not already set, select the option “Standard” from the menu in the “Approval strategy” section. With this setting, it is sufficient that at least one of the defined approval rules is fulfilled for an item to be approved.
Click button in the lower right corner to save your settings. If the process was successful, a corresponding message will appear.

If not already set, define an automatic approval rule. To do so, select the option “Automatic approval” from the menu in the footer and click on the “ Add” button to call up the corresponding dialog box.

Enter a name for the approval rule in the field “Title”.
From the “Automatic approval” menu, select the option “Valid items without warning”, so that only items that pass all validations without warnings are approved.
From the “Automatic rejection” menu, select the option “Invalid items”, so that items which did not pass any of the validations are rejected.

In order to finish the process, click on the button. If the process was successful, a corresponding message will appear.

The approval is now set up and can be carried out.

Step 4.2: Run the approval

In this step you need to run the approval in order to release the catalog items for the synchronization.

Go back to the “Catalog process” tab.

Click on the button. Following this, an input prompt window appears.
Click on the button to trigger the approval. Once the approval is completed successfully, a corresponding message will appear and you can proceed to the next step.

Step 5: Synchronization

The fifth step is the synchronization where the catalog items and their item data are synchronized with iPIM in order to create the corresponding products.

Detailed information about the configuration and the execution of the synchronization you can find here. In order to find a list of the required rights, click here.

Step 5.1: Configure the synchronization

In this step you need to configure the synchronization. To do so, proceed as follows:

Click on “Synchronization” to call up the synchronization configuration.

In the “Product arrangement” section, select the attribute on whose basis the items are merged into products. In this case it is the supplier attribute “Article name” respectively the corresponding iPIM Supply attribute which is “Productname (ShortDescription)”.
Click on the button in the lower right corner to save your settings.

Step 5.2: Run the synchronization

In the last step, you need to synchronize the imported iPIM Supply items and the associated item data with iPIM in order to create the corresponding products there.

Go back to the “Catalog process” tab.

Click on the button. Following this, an input prompt window appears.
Click on the button to trigger the synchronization. Once the synchronization is completed successfully, a corresponding message will appear.

The catalog process is now completed. For example, the newly created products can be viewed in the “Products” tab of the “Taxonomies” app of the iPIM Portal.