There are different settings available for load and annotate. Let's review what these mean.
First starting with Annotate, Annotate is the process DxDatabook uses to add properties and their values added unto a schematic symbol. Various settings exist in DxDatabook to format and display the property on the schematic.
Load is the utility for DxDatabook to compare the properties on the schematic symbol back into the DxDatabook Database. Assuming a particular property was unique, such as part number, few properties that are on a symbol require "loading"
In more detail, on one of my Logic databases, I Annotate the following:
Part Number, Part Label, and Description.
I only Load against
Part Number and symbol
I don't perform either action with Cell Name, Rating or Manufacturer. These are then search only fields to help the user find a part. The properties are not added to the schematic database.
Verification checks the schematic against the specified "load" radio buttoms. A green light matches the load. The icon to update unique matches will reannotate all symbols with updated property values from the database, ensuring all information is 100% up to date.
Therefore, take a moment to review the properties desired on the schematic. These are the properties that should be checked for annotate. Next, what are the truely unique values that need to match a schematic to the dxdatabook database? These should be checked for load in the database configuration file. Then when a verify is performed use the update unique matches to update the schematic to the latest values in the database.