Matching Terms to Value Meanings or Concepts

You can enter text strings into the VM Match template to match the following items:

• Existing caDSR Value Meanings (VM). caDSR VMs are already associated with Concepts. 
• Concepts from NCI Thesaurus or selected external terminologies. 

By selecting the appropriate VM Match Header Command, you can control the breadth of the matching algorithm. Terms can be the Permissible Value if the value is text, or the name if it is a variable.

1. Download the Value Meaning (VM) match template. 

2. Delete the leading space in the Comments column name. 

3. Populate your copy of the VM match template with information about the VMs that you want to match. The following table provides instructions for each column:

   Column Name	Instructions
   Blank Column	Leave empty.
   Batch User	Enter a batch user name in each row. You can provide any text in this column. The system does not validate this column.
   Batch Name	Enter a batch name in each row. The combination of Batch User and Batch Name must be unique.
   Batch Sequence	Specify a unique sequence ID in each row.
   VM Name	Enter text for the system to use for matching concepts.
   User Tip	Enter a phrase or term for the system to use instead of the name you specified in the VM Name column. The system saves only one entry for this VM name, even if it is enumerated. The system does not parse the phrase into individual terms.
   VM Definition	Enter text for the system to use for matching VM Definitions.
   Comments	You may add comments in this column.

   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. 

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

5. 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 VM Match. The VM Match 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 VM Match 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. VM Match displays a message with the status of your import. 

6. Generate a list of VMs that match your file:

   1. Click Go To Data Manager. The VM Match 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 Value Meaning.

   4. Select the checkbox for the rows you want to match. Select VM Match Header Command and then one of the following commands:

      VM Match Header Command	Description
      Run Match	This match searches for VM names and Concepts that match.
      Run Match - Concepts Only	This match searches only for Concepts by name and synonyms.
      Run Match - VMs Only	This match searches only for existing VM names that are good matches to either the name or synonyms. It includes exact matches to the name or alternate VM names.
      Run Match - Terminology	This match allows the user to select a specific terminology to search for Concepts by name, synonyms, or Concept Code.

      VM Match responds as follows:

      • Starts checking all the VM names from your CSV file against the caDSR VMs for possible matches. 

      • Removes punctuation and spaces. 

      • Tries to find Exact or Like Matches using the VM preferred name for existing VMs, Concept preferred name, and synonyms. 

      The process can take a while to run. VM Match begins to fill in the number of matched VMs for each VM Name in your CSV file. If there is only one exact match, the system automatically associates the matched result with the imported VM Name.

   5. You can navigate away from VM Match and come back later to check whether it’s finished running. You can refresh the list of results by clicking Display Values. 

7. Review the VMs that match your file. The following table describes the columns in the list of values: 

   Column Name	Description
   Batch User	The Batch User from your input file.
   Batch Name	The Batch Name from your input file.
   Seq ID	The Batch Sequence from your input file.
   Date Last Modified	The last date a user modified this row. Initially, it is the date you ran VM Match.
   VM Name	The VM Name from your input file.
   User Tip	A phrase or term for the system to use instead of the name you specified in the VM Name column. The system saves only one entry for this VM name, even if it is enumerated. The system does not parse the phrase into individual terms.
   Last Run Type	The type of match last run, such as Run Match or Run VM Match Unrestricted.
   # Matched	The number of VMs that the system identified as possibly matching the VM Name from your input file.
   Preferred Concept Name(s)	The Preferred Concept Name identified as possibly matching the VM name, if there was only one match.
   Preferred VM ID Or Concepts	The Preferred VM ID Or Concepts identified as possibly matching the VM name, if there was only one match.
   Match Item Type	The Match Item Type identified as possibly matching the VM name, if there was only one match.
   EVS Source	The EVS Source identified as possibly matching the VM name, if there was only one match.
   Matched VM ID	The ID of the VM identified as possibly matching the VM name, if there was only one match.
   Matched VM Name	The name of the VM identified as possibly matching the VM name, if there was only one match.
   Matched VM Concepts	The concept of the VM identified as possibly matching the VM name, if there was only one match.
   Matched Definition	The definition identified as possibly matching the VM definition, if there was only one match.
   Imported VM Definition	The VM Definition from your input file.
   Comments	The Comments from your input file, if any.
   Sort Date	The Date Last Modified in an appropriate format for sorting.

8. To edit values in the Batch User, Batch Name, User Tip, Preferred Concept Name(s), Preferred VM ID Or Concepts, EVS Source, Matched VM, Imported VM Definition, Comments columns:

   1. Click the edit icon in the row you want to edit. A detail page appears for the selected item.

   2. In each text field, you may use any character except single quote ('). 

   3. Click Save. VM Match confirms the change.

   4. To view the next VM from your imported file, click Go to the next page icon (the triangle icon after Rows x of xxx).

   5. Click Display Values. The list reappears with your changes.

9. If you do not find a desired match, select VM Match Header Command and one of the Unrestricted commands. The system does not stop after finding exact matches. It extends the search to emphasize matches on the longest term in addition to "like" matches. 
   • Run Unrestricted - Concepts Only
   • Run Unrestricted - VMs Only

10. To review the matched VMs, click the edit icon in the row you want to review. A detail page appears for the selected item. Click the VM Matched Results node. Select a row and click Set Preferred. 

11. You can select multiple Concepts one at a time to post coordinate concepts. The system appends the concept to the preferred concept string and generates the resulting name in the order the concepts are selected. If you reorder concepts manually, click Save and then select concepts again from the matched results.
12. Download the results using the Delivery Options feature, as described in Delivering Items.