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Some of the features in caDSR II allow you to process content from a CSV file for bulk/batch importing to create new content. To view or use these features, log in as described in Logging In. These features need specially formatted templates. The following table lists the latest templates.

Common usage details for the templates are that due to inclusion of the following Data Validations please follow these conventions: 

  • Basics
    • Start with a fresh .xls Template for each import
      • This insures that the Data Validation and formulas for auto-populate are correct for each Import
    • Save the completed Template as .cvs before importing
      • NOTE: This is a common step to forget and if you try to import a .xsl file it will cause an immediate "error" when importing, so check that first if you have a problem
    • While editing the Template do not delete entire Rows or Columns
      • This is due to the Data Validation, if you delete rows some of the valid choices will be deleted
      • If you delete an entry in a cell that was auto-populated, you may lose the formula. These formulas are not essential for importing, but are helpful to avoid typos or other errors
      • You can use the Delete Key to clear the contents of individuals cell or cells but do not delete entire rows or columns
  • Templates contain Data Validation for several columns that are found on several of the templates end users avoid errors and streamline completing the spreadsheets. 
    • All templates - Context
        • Drop down of all valid Contexts
    • Import DEC and Import VD
        • Drop Down of the Standard Conceptual Domain Names, the CD ID will automatically populate
    • Import Value Domain
      • Drop Downs for Format, UoM, Datatype, and Type (Enumerated/NonEnumerated)
    • Import Designations - this is used to import the "USED_BY" designation as well as all AI types for Data Elements, Data Element Concepts, Value Meanings and Value Domains
      • Drop Downs for AI type, Alternate Name, Alternate Name Type, Alternate Name Context
      • For Alternate Name, when the Alternate Name Type is "USED_BY" the Alternate Name will automatically populate the selected Alterante Name Context
    • Import PV/VM 
      • Drop Down for VM String Type
      • Drop Down for optional VM Alternate Name Type


The Batch Owner and Batch User columns can be any text that you provide. The system does not validate these columns. 

  File Modified
Microsoft Word Document DEC Bulk Load Instructions Sprint23 v1.docx Initial instructions for running DEC Import in Sprint 23 Jan 17, 2022 by Warzel, Denise (NIH/NCI) [E]
Microsoft Powerpoint Presentation Jira-889 CDE Match Logic Feb 7 2022.pptx CDE Match Logic as of Feb 7, 2022 (Sprint 24 and 25) Feb 07, 2022 by Warzel, Denise (NIH/NCI) [E]
Microsoft Excel Spreadsheet S32 CDE Import-DataValidation-20220629.xlsx Template for CDE import with Validation Sprint 32 Jun 29, 2022 by Warzel, Denise (NIH/NCI) [E]
Microsoft Excel Spreadsheet S32 VD Import Template-with Data Validation-20220629.xlsx Template for VD import with Validation Sprint 32 Jun 29, 2022 by Warzel, Denise (NIH/NCI) [E]
Microsoft Excel Spreadsheet S32 DEC Import Template-with Data Validation-20220629.xlsx Template for DEC import with Validation Sprint 32 Jun 29, 2022 by Warzel, Denise (NIH/NCI) [E]
Microsoft Excel Spreadsheet S32-DesignationsTemplate-DataValidation-20220629.xlsx Template for Designation Import With Validation for Sprint 32 Jun 29, 2022 by Warzel, Denise (NIH/NCI) [E]
Microsoft Excel Sheet S27 CDE Match Data Standardization Template - copy.xlsm Template for CDE Match Sprints 27-34 Jul 14, 2022 by Warzel, Denise (NIH/NCI) [E]
Microsoft Word Document CDEMatchInstructionsSprint34-V4.docx CDE Match Instructions Aug 03, 2022 by Warzel, Denise (NIH/NCI) [E]
Microsoft Excel Sheet S35 PV-VM Import-with Data Validation-Test 20220815.xls S35 Template for PV/VM Import with Validation Aug 15, 2022 by Warzel, Denise (NIH/NCI) [E]
File S35 VM Match Import.csv S35 Template for VM Match Aug 15, 2022 by Warzel, Denise (NIH/NCI) [E]

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