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That did it! Thank you! Perfect! The template function was key.
Now I just need to figure out how to replace the series_index with the Publication Date in yyyymm format. I tried what you suggested previously and it's not working - it reads the pub date but I'm not able to get it to convert to a numerical format. I also tried creating a custom column but could not get that to work either.
So for example, if the pubdate reads "Aug 1996" then I want to create a rule that changes the series index to "199608" without changing the series name, and to do this with multiple files based on what their publication dates are.
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