ETIM-Mapper 7.15 User Guide


Two versions (suppliers and wholesalers)

ETIM-Mapper is available in two versions:

The version for wholesalers, in addition to the functionalities available for suppliers, enables the handling of products assigned to different suppliers. For this reason, three additional variables are used:

In the further part of the document, descriptions referring to the wholesaler’s version will be indicated. All descriptions without explicit distinction refer to both versions.


User types

There are the following types of users:


Import[Files / Import]

To speed up data transfer and to avoid problems with uploading large files (over 64MB) it is recommended to import compressed (zipped) files.

Excel file

In practice, classification is performed most often based on the existing files containing the list of products, such as price lists. Except for prices, these files usually contain values of some basic parameters that must be assigned to the appropriate parameters required by the ETIM standard.

To start the classification work, such a list of products should be transformed into an Excel template (see below) and imported to the classification software. For example, if you know in advance the ETIM description of your products, you can generate the import templates (Excel files) for the corresponding ETIM class or classes. ETIM templates contain the structure of the ETIM classes with all required features and values to be used within this class. In this way, the whole ETIM classification can be prepared in Excel templates and then the template files filled with the product data can be imported into the classification software. It is the easiest and recommended way, under the condition that you know in advance the ETIM description of your products.

In the same way, it is possible to generate an Excel file with product information, such as: general, ordering, packaging, pricing, MIME or related product information and ETIM class codes.

The usage of the ETIM-Mapper template allows also to import all product data used internally in the ETIM-Mapper application, such as additional attributes, labels, additional technical description, relations by attribute, categories, category trees or user-defined completeness mask.

All incorrect information is omitted during the import process, for example, values with incorrect header names, incorrect codes of ETIM classes, features or values, incorrect types of values, etc.

To see how to generate Excel template files, go to the next section.

BMEcat file

If you have previously classified product information in the BMEcat format (supported files in BMEcat version 2005), it is possible to import the whole classification automatically.

Selection of imported elements

Before launching the import, it is possible to select the categories of information to be imported. In this case, only selected categories of information will be imported - under the condition that they are present in the imported file. Some categories of information (e.g. labels) are not present in the BMEcat file, so in the case of selecting this type of information while importing the BMEcat file will have no effect.

Import modes

In the case of new products (not existing in the database) the following modes are available:

For the import of products existing already in the database (duplicate handling) the following modes are available:

For the safety reason, the "merge" import can be done in two different ways, concerning the handling of empty values:

Restriction of imported products to the identifiers indicated in the csv file (optional)

This option allows you to limit imported products to those indicated in the csv auxiliary file. The auxiliary file should contain one column with product identifiers to be taken into account in the import. When using this option, only products that are present in both: the input and the auxiliary files will be taken into account, other products will be omitted.

This option is disabled by default. It can be activated in "Settings / Import" page.

Import of supplier's files (only wholesalers)

It is possible to import files of an indicated supplier. In the "Files / Import" form a supplier corresponding to the imported file should be selected (important: the supplier has to be earlier defined in the "Settings / Suppliers" page; only defined suppliers are available in the import form). When importing a BMEcat or Excel file with the selected supplier then:

In the case of duplicate values ​​of the "Product ID by supplier" field, the application merges products. For new products, the value of the "Product ID" field is automatically generated as a concatenation of supplier identifier, "_" (underscore) and "Product ID by supplier" (the application ensures that there are no duplicates of the "Product ID" field).

Import of own (distributor's) files (only wholesalers)

When importing a BMEcat file without a selected supplier, all products are imported as distributor products and the fields "Supplier", "Product ID by supplier", "Product name by supplier" and "Alt. product ID by supplier" are empty, meaning "no data". In the case of importing Excel files without a selected supplier, all products are imported as distributor products. In comparison to the supplier's Excel file, the distributor’s own Excel file can contain four additional fields: "Supplier" (an existing in ETIM-Mapper supplier identifier), "Product ID by supplier", "Product name by supplier" and "Alt. product ID by supplier". In the case of duplicate values of the "Product ID" field, the application merges products. The application takes care of the uniqueness of the field pair: ("Supplier", "Product ID by supplier").

Templates[Files / Templates]

ETIM-Mapper templates are Excel files containing the structure for managing the whole information about products and their classification. They allow to prepare any data information in Excel and then to import it into ETIM-Mapper. It is possible to choose which type of product information should be included in the template. The Excel templates are structured in sheets containing different types of information:

Important: when importing product information from Excel templates, the names of the Excel sheets must be preserved; sheets with different names will be omitted.

Export[Files / Export]

The default values of all export settings can be customized in the "Settings / Export" page. All files are exported in a compressed form (zipped).

Product data (BMEcat 2005 ETIM)

It is the default format for product data exchange, recommended by ETIM International. The following export options are available here:

Product data (Excel)

It is the auxiliary product data exchange format used for the export/import of all product data in ETIM-Mapper. The following export options are available here:

Product cards (PDF, up to 200 products)

You can export the product description in the form of a PDF file (product cards). The following export options are available here:

Create a link to the current export

You can create an "export link" to the current export form. You can distribute such a link to the data receiver, instead of sending him a catalog file. The receiver will be able to download your file (no log in needed) according to the selected export settings. All generated export links are available in the "Files / Export links" page.

Export of products (only wholesalers)

All products are exported as the distributor's products. It is not possible to execute any export for an indicated product supplier (the distributor becomes a new supplier of the exported product data). In the case of BMEcat export, products are exported without any information about the previous supplier – the fields "Supplier", "Product ID by supplier", "Product name by supplier" and "Alt. product ID by supplier" are not exported, because they are not part of the BMEcat structure. However, in the case of Excel file export, the fields "Supplier", "Product ID by supplier", "Product name by supplier" and "Alt. product ID by supplier" are exported in the corresponding columns.

Disk space[Files / Disk space]

User can place MIME files (photos, drawings, certificates, index cards, etc.) available for customers.


All products[Products / All products]

This page contains a list of all the products loaded for classification.

It allows you to filter products: you can use a set of filters for each column. The filter can be saved (button "Save filter") – in this way, the list of products "seen" by a particular user will be limited to products that meet the criteria set in the filter. You can define several filters, but only one of them can be active. You can sort the products by a particular column or delete the selected product from the list.

You can also choose the order in which the columns are displayed: just select the menu option "Arrangement of columns", then drag and drop column names in order you want them to be displayed.

To delete product(s), select the product(s) to remove and choose the menu option "Remove products".

Group modification for multiple products is possible for certain features. To collectively modify such parameters of selected products, you must:

This screen offers also a possibility to add a new product manually (icon ). You only need to provide its unique identifier. The remaining elements of the description should be completed in the "Edit product" view or by the import.

You can also create a new product based on an existing one by cloning it (select the menu option "Clone product"). It is required to provide only a unique identifier of the new product. The other elements are copied from the original.

There are other functionalities available (from the menu) for selected products:

Products by ETIM[Products / Products by ETIM]

A list of classified products is available on this page. Products are grouped according to the ETIM classification. A list of products classified in a single class helps to check the correctness of filling of individual parameters of every product.

This view allows you to sort, filter, selectively delete products or globally modify parameters of selected products.

To delete product(s), select the product(s) to remove and choose the menu option "Remove products".

To collectively modify parameters of selected products, you must:

By default, all ETIM features are displayed. Anyway, you can modify this view by choosing the ETIM features (columns) to be displayed: just select the menu option "Arrangement of columns", then click on the selected column names to hide them or make them visible again.

Products by categories[Products / Products by categories]

Products can be accessed by the category trees. After selecting a category tree it is possible to navigate in its structure, seeing all subcategories or products assigned to the current category.

ETIM-Mapper allows assigning products at all levels of the category-tree structure (not only at the leaves-level).

Products for synchronization[Products / Products for synchronization]

In this view, the user can set the range (scope) of the selected synchronization and trigger it for selected products between the current account (source) and target account (target).

Only products having at least one synchronization label are visible here. If any synchronization is set by the administrator (configuration of source-target relation between accounts), the synchronization label is created and available in the source account. Synchronization labels can be attributed to products that are subject to synchronization.

Migration ETIMv6/ETIMv7[Products / Migration ETIMv6/ETIMv7]

On this page, there is a list of classified products, affected by the migration. They are called "products for approval". The following changes in the classification of products are shown:

In this view, the user can filter products and modify values globally for multiple products (button on the modification bar) and approve its migration (select the menu option "Confirm the migration"). In this way, the modification and the approval of all migrated products can be done in one place.

All the products approved by the user are no longer visible on this page. It is recommended to review and approve all products affected by the migration. To verify the initial number of products for approval, select the menu option "Initial list".

Edit product

Click the icon on the left of the product (on each "Products" view) to open its modification view. The view consists of the following tabs:

Description completeness[Products / Description completeness]

This page shows the total average product description completeness.

Since products may differ in the total number of elements of the product description (a number of characteristics depending on ETIM class; a number of attributes; a number of multiple elements), the total completeness of the product description is calculated as a weighted average of the respective product description groups. The following percentage share of product information groups was assumed:

By default, the measure of product description completeness is related to the default or user-defined completeness mask. In each case, the average completeness description is shown also in every information group. The product description completeness can be calculated and displayed also concerning the previously defined category trees.

The product description completeness can be calculated for all products (it is the option by default - no filter selected) or for selected products (a previously defined filter should be used).

Besides the numerical completeness indicators, bar charts are showing the distribution of products in a few groups of the description completeness:

This product distribution can be helpful to improve and monitor the product description completeness for the selected point of view: completeness mask or category trees, for all or filtered products.

Wholesalers accounts that support multiple suppliers can generate statistics by individual suppliers. In order to generate such a report, in the field "Report type" you should select option "per supplier".


Labels[Configuration / Labels]

User can view, modify or delete labels. Labels can be used for visual indication of products, filtering or grouping. If an existing label is deleted, it is removed from all products marked with it.

Filters[Configuration / Filters]

User can view, rename, delete or activate defined product filters.

Attributes[Configuration / Attributes]

User can define, modify or delete product attributes.

The attribute can be defined as:

For each additional attribute, an additional field is created for every product. If the attribute is BMEcat field or ETIM feature, no extra field is created (for BMEcat fields – all products have them, for ETIM features - the product should have it if it is classified in the right class). In this case, the attribute is considered as an "extra requirement" for e-commerce filtering purposes.

Each attribute can be assigned to:

When creating an additional attribute, it is possible to choose whether it is global or not:

Attributes that are BMEcat fields or ETIM features are always treated as global attributes.

It is also possible to set the importance of the attribute (used for example by e-commerce system). The importance can be set as a numerical value within the range: 0-9.

Relations by attribute[Configuration / Relations by attribute]

User can view/create/modify the relations by attribute. All existing relations by attribute are listed here with their identifiers, names, grouping attribute and related products. User can add a new relation or modify the existing relation(s). To add a new relation it is necessary to select one of the global attributes as the grouping attribute, add a relation identifier and enter the name(s) of the relation. Once the relation is created it appears on the list of relations. Here, there are two buttons to modify the relations by attribute: one for basic modification (grouping attribute, identifier or name) and the second to assign product(s) to the relation by indicating/searching their identifiers.

It is also possible to add a virtual product to the relation by attribute. A virtual product is a concept used to represent a group of similar products that differ in only one parameter (e.g. color, size). All virtual products have a system label "Virtual" (letter V in the gray circle). An existing virtual product can be added to the relation or a new virtual product can be created and added to the current relation by copying one of the products already present in the relation - in such case all fields of the source product are copied into the new virtual product, except the labels and the grouping attribute (the grouping attribute in the virtual product should be empty; only real products should have it assigned).

Removing a virtual product from a relationship does not remove it from the product database.

Suppliers (only wholesalers)[Configuration / Suppliers]

Allows wholesalers to manage the information concerning the product data suppliers. When a user creates a supplier, a unique alphanumeric identifier must be assigned to the supplier. This identifier is then used for referencing a supplier in ETIM-Mapper (for example in import options).

Category trees[Configuration / Category trees]

This setting option allows us to define or modify category trees to be able to assign a product to categories.

To create a category tree it is necessary to give a unique identifier. Optionally, it is possible also to define a tree name (in every language available for the user). Then, it is possible to define a hierarchy of categories by giving their identifiers and names. Categories can be nested (every category can have one or more subcategories). It is possible to cut (remove) categories or subcategories together with the whole branch or move it into another place in the category tree (important: cutting a category or subcategory removes all the assignments of product for the removed branch).

Every product attribute can be assigned to:

These attributes are the basis for calculating the measure of product description completeness from the category tree point of view.

Category trees can be also imported and exported via Excel files or API.


Management (only managers)[Administration / Management]

In the application, we distinguish between a user (regular) and a manager (has permission to manage the rights of regular users). A manager can grant or withdraw rights to ordinary users, but only within its own rights (e.g. he cannot grant or withdraw rights he doesn't have himself). It cannot also make another user a manager (only the master administrator has such rights). In addition to GUI user management, the manager can also manage API user rights (if only such users have been created in the account).

Submissions[Administration / Submissions]

The application allows you to report issues concerning the operation of the application or product description.

Every submission contains user (author), type of report (products/application/other), title, status (open/closed), creation date, closing date, and discussion (entries added by users or administrators).

It is possible to sort/filter submissions by status, submission type, author, submission title, creation date, closing date, last entry date.

For submissions concerning products, it is possible to indicate the products concerned by the submission.

New notifications are indicated to other users by dots placed in the menu. Dots are also visible next to new notifications or notifications to which a new entry has been added (next to the column "Last entry"). After entering/reading such a submission the dot indicative will disappear from this submission. Once you have read all the entries, the dots also disappear from the menu item ("Administration / Submissions").

It is possible to add submissions of "products" type directly from the product list. After selecting the products (up to 5 products can be selected), the "Add submission" option must be selected. This creates a new submission of "products" type with pre-selected products. The remaining fields in the form must be completed manually.


Account[Settings / Account]

User can set or edit the basic account settings. Besides, user can see here his rights/permissions to different functionalities, assigned to him by the administrator.

Company[Settings / Company]

User can edit the information concerning his company.

ETIM classification[Settings / ETIM classification]

User can personalize here the settings corresponding to ETIM classification, such as ETIM classification language (the language in which the ETIM classification is processed and displayed), display settings or settings for automatic suggestion rules. Suggestion rules provide hints at different levels of trust:

Every suggestion rule can be activated or deactivated, and it is also possible to set the priority of the rules - by setting their order (using the drag-and-drop method).

Import[Settings / Import]

User can edit default values for all import options.

Export[Settings / Export]

User can edit default values for all export options.

Synchronizations of products[Settings / Synchronizations of products]

User can edit default values for all options of product synchronizations.

Completeness mask[Settings / Completeness mask]

User can choose here the mask of product description completeness (default or user-defined) and view/edit the settings of the masks. Mandatory fields determined by the current completeness mask are marked in bold in the application.

The default mask is based on all ETIM features and all BMEcat fields that are mandatory in at least one country. The view of the default completeness mask is "read-only" (user can only see mandatory fields).

The user-defined mask, however, is available in the "read/write" mode. This mask is an alternative to the default completeness mask. It allows us to selectively indicate the required ETIM features and BMEcat/attribute fields. It is also possible to set the weight for the ETIM class, select the languages and indicate the MIME types taken into the measure of the completeness:

By default, the user-defined mask is set to empty, but there is a possibility to copy the default mask settings to the user-defined mask, using the corresponding buttons.

Public product card[Settings / Public product card]

Allows personalizing the content of the product card visible for external users (products with label "Public"). It is possible to choose the language in which the product card is displayed and various kinds of information can be switched on/off for display.


Filtering with wildcards

Wildcards can be used in filters for matching string values, allowing any character or group of characters in a string to be considered as a match for another string. "Filtering with wildcards" can be enabled on the "Settings / Account" page.

In the "wildcards mode" four characters can be used for such purpose:

Example:

If the name you want to filter contains one of the wildcards, you need to switch to the default mode of filtering (no escape character is available for wildcards).

Filtering with empty values

It is possible to filter products with specific values by typing the filtered phrase into the input text field, but it is also possible to filter product having empty values by clicking the icon placed next to the input text field. The default icon changes to the icon meaning the empty values (only products with empty values for the selected field will be displayed). If you click on this icon once again, the filtering of empty values will be disabled and the shape of the icon will change to again.

Filtering of ETIM values

In the "Products / Products by ETIM" and "Products / Migration ETIMv6/ETIMv7" views products can be filtered as usual by typing the filtered phrase into the input text field, but it is also possible to filter products having: empty values, not applicable (NA) or unknown (UN) values by clicking the icon placed next to the input text field. Subsequent clicks on this icon change its form and meaning. The form and meaning of this icon are changed in the following cycle:

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Bożena Rożenek, Zbigniew Rożenek

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zbyszek@medialab.pl


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