Bulk upload Person data
‘People’ can be attached to each Academic Output (AO) that you record in Monitor Local – this may include the authors, publisher or funder contacts, PhD students or others. Before they can be attached to an AO, a ‘Person’ record needs to be created for each person. This is either done manually via the Monitor Local application (People –> Add) or can be done in bulk by uploading a CSV file containing their details as described below.
Bulk upload process
Note: This function is available only to administrators.
- Select ‘People’ from the left-hand menu, then click ‘Bulk Upload’.
- Click ‘Browse’ and then select the relevant file from your computer. This must be a .csv file, and must contain the following columns:
- – First Name(s)
- – Surname
- – ORCID
- – Department
- – Division
- – Job Title
- – Telephone number.
A template (sample csv file) can be downloaded from the page – see above.
- The system will then verify the file, providing a warning if any problems are found, and allowing opportunity to fix any issues with the data. Any duplicates, matched on either the email address or ORCID, will not be created.
- Confirmation will appear on screen when the upload has completed.
Once Person records have been imported they are ready to be linked to a Grant (as a funded author) and/or to an Academic Output.