The MachineMetrics Job Import CSV (comma-separated value) file provides an import mechanism that companies with large numbers of Jobs can use to manage those Jobs more efficiently. This article presents the functional capabilities, requirements and instructions for using the CSV file in Job import operations, and recommendations for setting up the Job import process.
This article presumes you have at least a basic understanding of the following concepts:
- CSV Delimited Files: If you are not familiar with the general concept of delimited files and the specific requirements of formatting CSV files, a good introduction may be found here.
- MachineMetrics Jobs: The Jobs article contains information on the overall function and use of Jobs in the MachineMetrics environment as well as instructions on how to create, view and modify individual Jobs through the 'Jobs' page.
IMPORTANT! Before attempting a Job import from a CSV file, it is strongly recommended that you review both this article and the Jobs article, and consult with your MachineMetrics Customer Success Manager if you still have questions.
This article contains the following topics:
Basic Job Import Capabilities of the CSV File Back to Topics
Using a properly formatted Job Import CSV file, companies can simultaneously create, edit, and archive large numbers of Jobs in their MachineMetrics environment through a single import operation, all but eliminating the need for manual entry of individual Job settings in MachineMetrics.
Nearly all individual Job settings can be imported using the CSV file, with the only exception being Notifications, which must still be set up individually. However, in this 'Beginner's Guide', we will only be focusing on the fields that are required for importing a job. Trying to format and import all of your job defaults, alerts, and dispatches can be overwhelming when just starting out in MachineMetrics. For a comprehensive review of all available file fields and their functionalities, please reference our article on Advanced Job Import CSV Formatting. It is highly recommended for new customers that they begin by focusing on the required fields detailed in this article.
Implementing the Job Import CSV Functionality Back to Topics
Completing the actions and tasks described in the following procedure will help ensure that your company successfully implements the MachineMetrics Job import functionality using the Job Import CSV file:
- Understand MachineMetrics Jobs: Review the Jobs article to learn how Jobs are used in MachineMetrics and the purpose and use of all the data fields in a single Job.
- Understand the Job Import CSV File: Review this article to learn how to format and use the Job Import CSV file, including how the fields in the CSV file relate to the Jobs interface in MachineMetrics.
- Understand Your Company Data: Identify what data from your company systems corresponds to the fields in a MachineMetrics Job, and how that data will be generated/collected/retrieved from your systems for use in a CSV file.
- Create a Test CSV File: Create a "test" Job Import CSV file according to the options and requirements described in this article. This file should contain at least one test Job that accurately represents each different type of machine operation which may run in your production environment.
- Choose your Import Method and Process: Choose a CSV import option and plan your import process based on your system capabilities and production requirements.
- Run a Test Import: Run an import operation on your test Job Import CSV file using your chosen Job import option.
- Validate Your Test Import and Retest: In the MachineMetrics 'Jobs' page, validate and confirm that the Jobs and their data were correctly imported. Analyze any discrepancies or errors found, adjust your data collection and import method or process as necessary, and run the import operation again.
- Implement Full Job Import Process: Once your Job import test operation is running consistently without errors, implement your full Job import process.
Consult with your MachineMetrics Customer Success Manager if you have any questions on how to complete any of the above tasks.
Job Import CSV File Creation and Import
Options Back to Topics
The file attached to this article (Beginner CSV Template.csv) is the Job Import template CSV file created in Microsoft Excel by MachineMetrics that you can use to create your first Job Import CSV file. The Job Import CSV file also can be created by a script, from application code, through a database export or SQL query, in a program like Microsoft Excel, or in any application capable of generating plain-text files such as NotePad. How you create your Job Import CSV file depends on the requirements and capabilities of your environment and how you intend to use the Job Import function.
Job Import Options Back to Topics
Once you have created your Job Import CSV file, you have the following options to import your Jobs into MachineMetrics:
- Import Tool in the Jobs Page: The Jobs page lists all the Jobs in your MachineMetrics environment and contains an Import tool that allows you to browse to and import your Job Import CSV file. The Jobs article briefly describes this tool and its function.
- Job Importer Windows Service: MachineMetrics provides an application service that can be installed on any Windows machine that will allow you to partially or fully automate the import of your Job Import CSV files. The level of automation you can achieve will vary based on the capabilities of your systems and your IT resources. For an in-depth description of how to install and use this service, see Setting up the Automated Job Importer Windows Service.
Companies that do not change their Job data and import Jobs frequently (such as once a month or less often) usually choose to use the Jobs page Import tool. Companies that do change their Job data and import Jobs frequently usually choose to use the Job Importer Windows service.
Basic Job Import CSV File Fields Back to Topics
Below is the list of fields that must be present in the CSV file used to import jobs into MachineMetrics. All of these fields and their values must be present in the CSV file, with no differences in capitalization or spelling, and no additional fields.
IMPORTANT! Do NOT format numbers in your CSV file fields to include commas, dollar signs, and so on, as this will cause the information to be interpreted incorrectly by MachineMetrics.
Required Fields for Tracking by Part Number
If your manufacturing operations only require you to track jobs based on part number, then your job import only requires the following three fields. In this circumstance, the name field should be used as the part number.
Required Fields for Tracking by Work Order or Job Number
If your manufacturing operations require you to track work orders or job numbers, then your Job Import CSV should include the following four fields. In this circumstance, the work order should be used in the name field, and the part number should be used in the part field.
Recommended File Fields
While the list of fields below are not required to be present in the CSV file used to import jobs into MachineMetrics, they are still considered 'basic', rather than 'advanced' fields. Most customers include these even when just getting started with job imports, and find them very helpful.
Advanced File Fields
There are dozens of additional file fields available that can be incorporated into your Job Import CSV. These form fields are covered in detail in the article on Advanced Job Import CSV Formatting. These Advanced File Fields are tied to the Defaults, Goals, and Job Dispatch sections of the Job Dialog. When just beginning to learn the process of Job Import CSV formatting, we limit ourselves to a few, basic fields mainly within the Job Dialog section.
The remainder of this article explains how these basic fields are used in the CSV file to create MachineMetrics Jobs.
Basic File Field Definitions and Functions
name (Job: Name)
The name/ID of the Job. This is typically the part number/ID or work order number. See the Jobs article for important information on Job naming considerations.
part (Job: Part)
The part number/ID. This field can be left blank if the name field is used for the part number/ID.
operation (Job: Operation)
The name/ID of the machine part production operation represented by the Job such as lathe turning, milling, and so on. This field must be populated for Jobs that require more than one operation to produce the part. This field is optional.
description (Job: Description)
Used to provide a brief description of the Job. This field is optional and typically used to further describe the operation, part, work order, or lot. This field is optional.
quantity (Job: Quantity Required)
The number of parts required to complete the Job or work order, used for tracking and reporting Job progress. This field is optional.
Button-to-button or part-to-part time. May include loading time, unloading time, inspection time (at the machine), or anything needed to complete the op for each part. Must be entered in milliseconds.
Use to associate your expected setup time with the job. If you don't have setup time available you can use MM data to find your setup times as you run job and update your setup standards over time. Must be entered in milliseconds
The downloadable CSV Templates at the bottom of this article include a template for the recommended basic fields for part number tracking, and the basic fields for work order/job number tracking. The Advanced Job Import CSV Article provides a CSV Template which include all currently available file fields if you are looking for a complete template.
Please download whatever template applies to your operations, fill in the required fields, and attempt your first import.