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Table of Contents

Conventions

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

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  • 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
    • Templates with Macros
      • Choose CDE Match: "Opt"+"CMD"+"t" to transform content into the correct format for importing. This is used in CDE Match and Form Import.CDE Match. After filling in your column headings and permissible values, the macro will take each column heading and permissible values and create a new "Transform" sheet containing one row per heading/unique permissible value combination. For example, if the column has 5 permissible values, there will be 5 rows in the transformed sheet. Please remember to save as cvs before running CDE Match.

      • Form Import: "Shift" + "CMD" + "t" to transform content into the correct format for importing. If you are using a REDCap data dictionary csv file, cut and paste your content into the template starting on Row 3, Column E "Variable / Field Name".

        • The macro will:
          • Add 4 columns to the worksheet. Leave "DO NOT USE" empty, enter your "Batch User Name", a "Batch Name"
          • Generate a unique "Seq ID" for each row
          • Copy "Form Name" into Column G, Section Header for each row since this is a required field in caDSR.  
DO NOT USEBatch UserBatch NameSeq ID


    • 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 Alternate 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. 

Templates

The following table lists the latest templates.

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Tips

Tips for All Imports

Use Data ValidationAlways start with a fresh Template with Data Validation to help avoid uncaught errors due to invalid manually entered data. We have added a lot more error handling in this release, but it's not perfect yet, in particular when invalid or retired concepts are used.
Delete/PurgeWhen reimporting, it is safest to select all the rows and "Delete", then select "Purge", then select all rows and “Purge Records".
Unique Column NamesYou may add additional columns to the template for taking/keeping notes after the last template column, but the column names must be unique.
Invalid or Retired ConceptsInvalid VM Concepts on import are not saved in the system and can create a GAP in the concept drop down. If the invalid or missing concepts are found, the system will display and error. Curators should fix all Concept Errors reported on Import BEFORE Validating.
Concept FormattingConcept String should not contain commas, tabs, or or other hidden characters. Always "Paste Values" in order to avoid issues.
CSV Files!!Template must be saved as CSV for importing. Other file types will cause an error.
Seq ID RulesSeq ID must be an integer.
Import ExceptionsMissing Batch User, Batch Name, or Seq ID will cause Exception.
Except Row NumberMultiple missing required fields may not report the correct row number in the Exception Message. Inspect the template for empty cells.
Save / RevalidateIf making changes through front-end, Save and Revalidate. This will refresh the messages.

Tips for CDE Imports

Duplicates in FileDuplicate rows within the imported file are not caught on Import, but duplicate CDEs will not be created.

Tips for CDE Match

Run TransformCDE Match transforms the Source input into one row per column and permissible value. The command to transform the Source input details is "opt"+"cmd"+"t".
See InstructionsPlease see the CDE Match Instructions document attached to this page. 

Tips for DEC Imports

Validating Lots of RowsSometimes, the system throws an error when attempting to validate more than 4 rows at a time. If that happens, try validating a few rows at a time.

Tips for VD Imports

None at this time.

Tips for PV VM Imports

Import into Existing VDThe PV VM import is designed to import an enumeration into an existing Value Domain. PV/VMs can be created using existing VMs, or you can specify a new VM either with or without concept codes.
Specified VM DefinitionOptional Specified VM Definition is only used if the VM Type is "TEXT". The system will not throw an error but it won't be added to the VM.
Possible TimeoutValidate/Create will timeout if more than 5 minutes. Try batches of 100 until we can redesign the code. Watch.
VM ReuseIn a Text VM is specified and an existing VM with the exact name is found, it will be reused, even if it has concepts. The Validation message will indicate that existing VM is being used (need to fix spacing).

Tips for VM Match

Column OrderVM Match is designed to find matching concepts and insert the Concept Name and Code into the grid. You can use Delivery Options to export the results and cut and past the contents of these columns into the PV/VM Import to simplify creating the list of PV/VMs to import into a Value Domain.

Tips for Designation Imports

Consistency CheckingIf AI Long Name does not match the specified AI Public ID Long Name, the system will show an error. We are requesting AI Long Name and AI Type to ensure Alt names are not inadvertently added to the wrong AI. Public IDs are very similar, typos are easy to make. If this becomes onerous, we could add a Validate Step to display the AI Long Name and AI Type for curator to see and visually verify before selecting Create.

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