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  1. Download the CDE import template. (Start with a fresh template for each import.) 

  2. Populate your copy of the template with information about the CDEs that you want to import. The following table provides instructions for each column in your copy of the CDE import template:

    Column NameInstructions
    Do Not UseLeave empty. 
    Batch UserEnter a batch user name in each row. You can provide any text in this column. The system does not validate this column. 
    Batch NameEnter a batch name in each row. The combination of Batch User and Batch Name must be unique.
    Seq IDSpecify a unique sequence ID in each row.
    Context NameEach cell in this column has a drop-down list of all valid Contexts. Select a value from that list. 
    Preferred Question TextTBD
    DEC Public ID TBD
    DEC VersionTBD
    VD Public IDTBD
    VD VersionTBD
    Optional Specified CDE Long NameTBD
    Optional Specified CDE Short NameTBD
    Optional Specified CDE DefinitionTBD
    Optional CDE Origin DescriptionTBD
    Optional CDE OriginEach cell in this column has a drop-down list of all valid CDE Origins. Select a value from that list. 
    CommentsTBD

    As you populate your file, keep in mind the following points:

    • You may add additional columns to your file for taking/keeping notes after the last template column, but the column names must be unique.

    • You can use your Delete key to clear the contents of one or more individual cells, but do not delete entire rows or columns. 

  3. Use the Microsoft Excel "Save As" feature to save your copy of the template as CSV. 

  4. Import the file into OneData:

    1. Log in as described in Logging In.

    2. From the Manage menu, select Manage Data. The Manage Data page appears. Select CDE Import. The CDE Import page appears. (For instructions on adding this page to your favorites, refer to Managing Your Favorites.)
    3. From the Import menu, select Data Object Import. 

    4. Select the CDE Import row and click Import (between Add New Mapping and Go To Data Manager). 

    5. Under Source Information, in the Import from File row, click Choose File. Navigate to and select your CSV file from your desktop. 

    6. Click Import at the bottom of the page. The system displays a message with the status of your import. 

  5. Generate a list of CDEs from your file:

    1. Click Go To Data Manager. The CDE Import page reappears.

    2. Specify search criteria, such as all or part of your Batch Name. The format for the Date Last Modified field is MM/DD/YY (such as 03/05/22). 

    3. Click Apply Filter. Search results appear. The system displays one row per CDE.

  6. To edit values:
    1. Click the edit icon in the row you want to edit. A detail page appears for the selected item.
    2. Click Validate CDE. Review the TBD and revise the TBD as needed. If you make any changes, click Save and click Validate CDE again. 
    3. When validation passes, click Create CDE. The system displays the new CDE ID. 
    4. To view the next CDE from your imported file, click the Go to the next page icon (the triangle icon after Rows x of xxx).


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2 Comments

  1. Frost, Ruth (NIH/NCI) [C]

    The following error appeared:

    The source column name given in the mapping [ DEC PUBLIC ID ] should match with the header column name.

    However, the column names in my CSV file and the mapping file already match exactly:

    Do Not Use,Batch User,Batch Name,Seq ID,Context Name,Preferred Question Text,DEC Public ID ,DEC Version,VD Public ID,VD Version,Optional Specified CDE Long Name,Optional Specified CDE Short Name,Optional Specified CDE Definition,Optional CDE Origin Description,Comments,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,ABTC


  2. Frost, Ruth (NIH/NCI) [C]

    Does OneData have a report to generate an Excel spreadsheet of descriptions for columns in CDE Import?