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| Import into Existing VD | The 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. |
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| Specified VM Definition | Optional 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 Timeout | Validate/Create will timeout if more than 5 minutes. Try batches of 100 until we can redesign the code. Watch. |
| VM Reuse | In 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 and Concept Match
| After Importing | The results after importing are displayed one row per Value Meaning. All VM Match user results are kept in one database table, and without filtering results, they are all displayed in the same grid. So, after selecting "Go to Data Manager" enter your batch name and click "Apply Filter" to see just your results. |
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| Use Cases | This feature can be used to match any terms to Concepts by selecting the "Concepts Only" command, including finding concepts for a new DEC. |
| "User Tips" Column | The User Tips column is used by the system instead of the VM Name. Sometimes the VM Name from your form or data is not very representative of the its meaning, or consists of too many terms. If a "User Tip" is entered it is used instead of the VM Name. User Tips can be entered through the front end, or starting in Sprint 47, can be entered into the Template for each row and imported. |
| Algorithm | Punctuation and spaces are removed. The "Rule Description" explains why each match was selected. The algorithm does not currently account for spelling errors. |
| "Run Match" VM Header Command | Select the rows to run the match algorithm against and select the "RUN MATCH" Command. Punctuation and spaces are removed. This command will try to find Exact or Like Matches using the VM preferred name for existing VMs, Concept Preferred name and Synonyms. Click "VM Matched Results" to review recommended matches. If you do not find a desired match, select "Run VM Match Unrestricted". |
"Run Match - VM Match Unrestricted" Only" VM Header Command | This match searches only for VM names that match. |
"Run VM - Match Unrestricted" VM Header Command | This match searches VM Names on the longest term in addition to more extensive matches. |
"Run Match - Concepts Only" VM Header Command | This match searches only for Concepts by name and synonyms. |
"Run Match Concepts Only - Unrestricted" VM Header Command | This match searches only for Concepts by name and synonyms the longest term in addition on the longest term in addition to more extensive matches. |
"Run Match - Terminology" | This matches allows the user to select a specific terminology to search for Concepts by name, synonyms or Concept Code. |
| "VM Matched Results" | If there is only one exact match, the system will automatically associate the matched result with the imported VM Name. If there are multiple matches the user can select a row from "VM Matched Results" and select the "Set Preferred" command. Multiple Concepts can be selected one at a time to post coordinate concepts. The system will appended the concept to the preferred concept string and generate the resulting name in the order the concepts are selected. This can be viewed by selecting the Node with the Concept Name to view the selected items. The concepts and be reordered manually, but be sure to reorder the concept names, or clear the results, "Save" and then select concepts again from the matched results. |
| Advancing through the imported VMs | When on the "VM Match Header" you can advance to the next VM in your imported file by using the "Rows x of xxx" arrows. |
| Column Order | The main column in VM Match is the VM Name. The processing is designed to find matching concepts based on the name and insert the Concept Name and Concept Code into the table next to the VM NAME unless "User Tips" are entered. This order of the columns makes it easier to populate the PV/VM Template using cut and paste. |
| Exporting results | Use the "Delivery Options" command to export the VM Match results into and Excel file. This simplifies creating the list of PV/VMs for PV/VM Import to populate and existing Value Domain. |
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