Environmental Protection Agency
Toxics Release Inventory Reporting
Using the Third-Party Load Tool TRI-MEweb Tutorial Transcript

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Third-Party Load Tool Introduction Tutorial

Slide 1 - Title Screen |  Slide 2 |  Slide 3 |  Slide 4 |  Slide 5 |  Slide 6 |  Slide 7 |  Slide 8 |  Slide 9 |  Slide 10 |  Slide 11 |  Slide 12 |  Slide 13 |  Slide 14 |  Slide 15 | 

Slide 16 |  Slide 17 |  Slide 18 |  Slide 19 |  Slide 20 |  Slide 21 |  Slide 22 |  Slide 23 |  Slide 24 |  Slide 25 |  Slide 26 |  Slide 27 - This completes the "Using the Third-Party Load Tool" tutorial.



Slide 1 - Title Screen
Welcome to the TRI-MEweb tutorial for using the Third-Party Load Tool. This tutorial will illustrate how to use the Third-Party Load functionality within the TRI-MEweb application. The total running time of this tutorial is approximately 10 minutes.

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Slide 2
The Third-Party Load Tool provides TRI-MEweb reporters with the option to upload a facility's TRI data, which may contain multiple chemical reports, rather than entering the information manually via the TRI-MEweb graphical user interface. The tool deviates from the TRI-MEdesktop thick-client application's Third-Party Load feature in that the TRI Magnetic Media File Format will no longer be used. Instead, Third-party vendors will be required to prepare their data in conformance with a documented XML schema which calls for the data to only contain current reporting year information for a single facility. In addition, the data must be for a facility for which the user has access, must not contain data for a form that is not available for editing, and must not contain data for a form that is marked as a revision. The XML schema that the TRI-MEweb application utilizes for data loads is very similar to the XML schema supporting the submission of TRI data from TRI-MEweb to EPA's Central Data Exchange (CDX). The XML schema may be reviewed at the following URL: http://www.exchangenetwork.net/exchanges/cross/tri.htm.

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Slide 3
To begin using the Third-Party Load Tool, click the "My Facilities" tab.

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Slide 4
Next, click the sub-tab titled "Third-Party Load Tool".

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Slide 5
Step 1 of the Third-Party Load Tool consists of locating the third-party vendor files that have been prepared according to EPA XML schema standards. Please observe that each step is highlighted at the top of the page. On this page you may click the "Browse..." button to locate and select your XML file.

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Slide 6
Once you've located and selected your XML file, click the "Next" button to begin the validation of the data in the XML file selected.

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Slide 7
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Slide 8
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Slide 9
Step 2 of the Third-Party Load Tool consists of the user selecting the list of chemicals that will be uploaded from the XML file for the facility identified above. On this page you'll see the name of each individual chemical and form type found in the XML file. You may uncheck the checkbox in the first column of the table to discontinue the upload for a particular chemical and form. As mentioned previously, the tool requires that the data in the XML file: 1) be for the current reporting year, 2) be for a single facility, and 3) be for a facility for which the user has access. In addition, the data must not contain a form that is not available for editing and must not contain a form that is marked as a revision. Once you've confirmed the upload information, click the "Next" button.

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Slide 10
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Slide 11
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Slide 12
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Slide 13
Step 3 of the Third-Party Load Tool consists of verifying the upload details for each chemical in the XML file for the facility identified above. On this page you'll see additional details for each chemical and form, including any instance where a particular chemical's form will be overwritten because it already exists in TRI-MEweb for the facility and reporting year. Of note, facility information will not be overwritten in this case. Users who wish to overwrite facility information must do so manually within the forms preparation section of the TRI-MEweb graphical user interface. To continue, you may click either the "Upload" button or the "Next" button.

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Slide 14
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Slide 15
Step 4 of the Third-Party Load Tool consists of verifying the successful upload of each chemical's form for the facility identified above. On this page you'll see the results of the upload for each chemical's form. You have two options to proceed from this page. You may click "validate these forms" to go directly to facility and form validation and then later to forms transmission. Or, you may click the "Next" button to enter the forms preparation area of TRI-MEweb. This will allow you to modify data uploaded from the XML file directly in TRI-MEweb should you need to make any changes after the upload.

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Slide 16
Now we'll take a look at some of the errors that may occur while using the Third-Party Load Tool.

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Slide 17
Each XML file is validated prior to being uploaded to TRI-MEweb. If any errors or issues are detected with the file a message will be displayed to the user at the top of the page in red font. For instance, this message prompts the user that the XML file is not well-formed. This usually means that the file contains a syntax error and should be sent back to the Third-Party vendor for correction. To see additional information you may click the "Error Report" link.

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Slide 18
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Slide 19
Information regarding the error is presented to the user on this page. While the Third-Party Load Tool is able to detect a syntax error in the file, it does not currently pinpoint the location of the error within the XML file. The file should be returned to the Third-Party vendor for correction. To continue, click the "Next" button. Or, close the application until a correction to the XML file is made.

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Slide 20
Displayed on this page is an example of the error shown if the XML file selected is not valid per the TRI data exchange schema. This error differs from the previous error in that while the syntax of the file is correct, the data in the file does not conform to the TRI data exchange schema. To see additional information you may click the "Error Report" link.

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Slide 21
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Slide 22
Information regarding the error is presented to the user on this page. The Third-Party Load Tool shows where it detected errors in the file so that the reporter or Third-Party vendor may modify the file to conform to the TRI data exchange schema. The above error report was generated when a field in the XML file that normally contains a numeric value was changed to a letter. To continue, click the "Next" button. Or, close the application until a correction to the XML file is made.

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Slide 23
Displayed on this page is an example of a third type of potential error. In this case the XML file contains information for a prior reporting year. Per its design, the Third-Party Load Tool restricts an XML file from containing information for prior reporting years. To continue, click the "Next" button. Or, close the application until a correction to the XML file is made.

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Slide 24
A fourth type of potential error is where an XML file contains information for more than one facility. Per its design, the Third-Party Load Tool restricts an XML file from containing information for more than one facility. To continue, click the "Next" button. Or, close the application until a correction to the XML file is made.

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Slide 25
A fifth type of potential error is where an XML file contains one or more forms marked as revisions. Per its design, the Third-Party Load Tool restricts an XML file from containing forms marked as revisions. To continue, click the "Next" button. Or, close the application until a correction to the XML file is made.

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Slide 26
These errors are among the most common that users may encounter while using the Third-Party Load Tool. However, there are others that are built into the tool. For assistance users may call the CDX Help Desk at (888) 890-1995. Also, the XML schema used for the Third-Party Load Tool may be reviewed at http://www.exchangenetwork.net/exchanges/cross/tri.htm.

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Slide 27 - This completes the "Using the Third-Party Load Tool" tutorial.
This completes the "Using the Third-party Load Tool" tutorial.

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