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  1. Download the VD import template Templates and Instructions for Bulk Imports and Matching. (Start with a fresh template for each import.) 

  2. (When opening your copy of the template, select Enable Macros? TBD)

  3. Populate your file with information about the VDs that you want to import. The following table provides instructions for each column in the VD 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. 
    Optional Specified VD Long NameTBD
    Optional VD Short NameTBD
    Rep Term Qualifier ConceptsTBD
    Primary Rep Term NameEach cell in this column has a drop-down list. Select a value from that list. 
    Primary Rep Term ConceptEach cell in this column has a drop-down list. Select a value from that list. 
    CD Long NameEach cell in this column has a drop-down list of standard conceptual domain names. Select a value from that list. The system automatically populates the CD Public ID in the next column.
    CD Public IDWhen you select a CD Long Name in the previous column, the system automatically populates the CD Public ID in this column.
    VD TypeEach cell in this column has a drop-down list. Select Enumerated, Non-Enumerated, or Enumerated by Reference.
    Enum by Ref Terminology Concept CodeTBD
    Enum by Ref Terminology Data Value SourceEach cell in this column has a drop-down list. Select Code or Term.
    Create Ref Terminology PV/VM?Each cell in this column has a drop-down list. Select Yes or No. 
    Source Data TypeEach cell in this column has a drop-down list. Select a value from that list. 
    Standard Data TypeTBD
    Unit of MeasureEach cell in this column has a drop-down list. Select a value from that list. 
    Display FormatEach cell in this column has a drop-down list. Select a value from that list. 
    Minimum LengthTBD
    Maximum LengthTBD
    Low ValueTBD
    High ValueTBD
    Decimal PlaceTBD
    Optional VD OriginEach cell in this column has a drop-down list of all valid VD 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. 

  4. Save the file as CSV. 
  5. Log in as described in Logging In.
  6. From the Manage menu, select Manage Data. The Manage Data page appears. Select VD Import. The VD Import page appears. (For instructions on adding this page to your favorites, refer to Managing Your Favorites.)
  7. From the Import menu, select Data Object Import
  8. Import the file, as described in TBD.

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