Update Data Package

This article describes how to update an EDI package using EMLaide. See the official EDI guidelines for when to update a package (instead of creating a new one) at the link here.

Generate EML Document

EDI updates are very similar to data package uploads.

To update an existing EDI package, you will have to first create a new EML with the updated tables and metadata. Please reference the article Create EML from Template to see specifications for creating an EML document using EMLaide.

Updating the EDI identifier

When creating the EML document for an update (as opposed to a new EDI package), you must update your EDI identifier to reflect the version of the package:

old_edi_number <- "edi.750.1" 
updated_edi_number <- "edi.750.2"

This will be reflected when you write the updated XML:

eml_updated <- list(packageId = updated_edi_number,
                   system = "EDI",
                   access = add_access(),
                   dataset = dataset,
                   additionalMetadata = list(metadata = list(unitList = unitList)))

# write and validate updated EML document
EML::write_eml(eml_updated, paste0(updated_edi_number, ".xml"))
EML::eml_validate(paste0(updated_edi_number, ".xml"))

Permissions for updates

You must have the credentials (EDI username, EDI password) for the account that uploaded the original EDI package in order to update it.

Update the package

Update manually via portal

One option is to update the package manually on the EDI portal. The steps to updating your package on the portal are as follows:

  1. Login using the credentials associated with the original EDI package
  2. Navigate to Tools –> Evaluate/Upload Data Package
  3. Upload your updated data package according to the instructions
  4. Ensure that the edi number reflects the updated versioning
  5. If applicable, under Data Upload Options, select Allow PASTA+ to skip the upload of a data entity if it has a matching copy.

Update using API

Assuming you have written your updated EML document with the identifier updated_edi_number, you can evaluate and update your package from RStudio using an API.

To evaluate your updated edi package, use the function EMLaide::evaluate_edi_package(). To update it, use the function EMLaide::update_edi_package().

The following code evaluates a data package with identifier updated_edi_number and updates it by passing the updated .xml file and the past version’s identifier old_edi_number:

# test that the package passes EDIs evaluation criteria 
evaluate_edi_package(user_id = "your user id", 
                     password = "your user password",
                     eml_file_path = paste0(updated_edi_number, ".xml"), 
                     environment = "production")

# update edi package 
update_edi_package(user_id = "your user id", 
                   password = "your user password",
                   eml_file_path = paste0(updated_edi_number, ".xml"),
                   package_size = "medium", # default
                   existing_package_identifier = old_edi_number, 
                   environment = "production")