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  1. Download the model mapping import template. (Start with a fresh template for each import.) 

  2. Populate your file with information about the model mappings that you want to import. The following table provides instructions for each column in the model map import template. Column names with asterisks are required:

    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.
    *Model Map IDSpecify the unique Public ID for the Model Mapping within caDSR.
    *Model Map VersionSpecify the caDSR version of the Model Mapping.
    Rule IDSpecify the identifier for each individual mapping rule to which you intend to import updates. 
    *Characteristic Group NameSpecify the name assigned to the mapping between two models.
    CardinalitySpecify the number of elements in a set.
    Mapping Type

    Indicate whether the mapping is based on semantics or derived in another way. Examples are:

    • Semantically Equivalent (same CDE)
    • Semantically Similar (same DEC)
    • Has Derivation (transformation rule and its derivation components)
    Source CDE Public IDSpecify the public ID of the source CDE.
    Source CDE VersionSpecify the version of the source CDE.
    Target CDE Public IDSpecify the public ID of the target CDE.
    Target CDE VersionSpecify the version of the target CDE.
    Values mapped?Indicate whether the values are mapped: Yes or No. 
    Source Element Long NameSpecify the long name of the source element.
    Source Element Physical NameSpecify the exact database name (table, node, class, and so on) of the source element. 
    Source Characteristic Long NameSpecify the long name of the source characteristic.
    Source Characteristic Physical NameSpecify the exact database name (table, node, class, and so on) of the source characteristic.
    Source Char OrderSpecify the order that you want to use for sorting lists of source characteristics. 
    Source VD TypeSpecify the type of VD for the source: Enumerated, Enumerated by Reference, or Non-enumerated.
    Source Ref Term/Data SourceSpecify the reference term data source for the source.
    Source FunctionSpecify the function used for establishing the transformation value for the Source Characteristic.
    Source ValueSpecify a value from the source model.
    ConditionSpecify the condition: IF or TTTT.
    ParenthesisSpecify the open parenthesis character.
    Logical OperatorSpecify the logical operator. 
    Left OperandSpecify the left operand.
    ComparatorSpecify the comparator.
    Right OperandSpecify the left operand.
    Target Element Long NameSpecify the long name of the target element.
    Target Element Physical NameSpecify the exact database name (table, node, class, and so on) of the target element. 
    Target Characteristic Long NameSpecify the long name of the target characteristic.
    Target Characteristic Physical NameSpecify the exact database name (table, node, class, and so on) of the target characteristic.
    Target Char OrderSpecify the order that you want to use for sorting lists of target characteristics. 
    Target VD TypeSpecify the type of VD for the target: Enumerated, Enumerated by Reference, or Non-enumerated.
    Target Ref Term/Data SourceSpecify the reference term data source for the target. 
    Target FunctionSpecify the function used for establishing the transformation value for the Target Characteristic.
    Target Function ParameterSpecify the parameter used in the function/operator for establishing the transformation value for the Target Characteristic.
    Target ValueSpecify the constant value used in the function/operator for establishing the transformation value for the Target Characteristic.
    Group OrderSpecify the order in which you want the rule to be executed within the Derivation Group.
    Transformation NotesSpecify notes about a manually entered transformation rule. 
    Transformation RuleDescribe a transformation rule that is not based on common semantics. The rule can be described in various formats including plain text, pseudo code, or other programming languages.
    Transformation Rule NotationSpecify a controlled list of values depicting the nature of the transformation rule.
    Validation PlatformSpecify the name of a vendor's software platform that has implemented and validated the transformation rule. Examples are Palantir, Talend, or Pentaho.
    Provenance OrganizationSpecify the name of the organization responsible for reviewing and verifying the mapping between the source and target model characteristics.
    Provenance ContactSpecify the name of the individual responsible for reviewing and verifying the mapping between the source and target model characteristics.
    Provenance Review ReasonSpecify the reason for the provenance activity. For example: "The value set changed."
    Provenance Type Of ReviewSpecify the kind of review that was done. For example: "An HL7 Ballot."
    Provenance Review DateSpecify the date of this source/target characteristics mapping review. 
    Provenance Approval DateSpecify the date the reviewing organization approved this source/target characteristics mapping.

    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. 

  3. Use the Microsoft Excel "Save As" feature to save your copy of the template as CSV. 
  4. 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 Model Mapping Import or Update. The Model Mapping Import or Update page appears. (For instructions on adding this page to your favorites, refer to Managing Favorites.)
    3. From the Import menu, select Data Object Import. 
    4. Select the Model Map Import v1 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. The system displays a message with the status of your import.
  5. To review the model mappings you have imported from your file:
    1. Click Go To Data Manager. The Model Mapping Import or Update 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. A grid appears with one row per model mapping. 

      ColumnDescription
      *Batch User
      *Batch Name
      *Seq ID
      Date Last Modified
      Validation Status
      *Model Map Generated Name
      *Model Map ID
      *Model Map Version
      Validation Message
      Characteristic Group Name
      Source Element Physical Name
      Source Element Long Name
      Source Characteristic Physical Name
      Source Characteristic Long Name
      Condition
      Parenthesis
      Logical Operator
      Left Operand
      Comparator
      Right Operand
      Target Element Physical Name
      Target Element Long Name
      Target Characteristic Physical Name
      Target Characteristic Long Name
      *Mapping Type
      Imported Mapping Type
      Source Function
      Source Value
      Imported Source Function
      Target Function
      Imported Target Function
      Target Function Parameter
      Target Value
      Group Order
      Transformation Notes
      Transformation Rule
      *Transformation Rule Notation
      Imported Transformation Rule Notation
      Validation Platform
      Imported Cardinality
      Value Mapping Created?
      Provenance Organization
      Imported Provenance Org
      Provenance Contact
      Imported Provenance Contact
      Provenance Review Reason
      Provenance Type of Review
      Provenance Review Date
      Provenance Approval Date
      Rule ID
      Source VD Type
      Target VD Type
      *Source Element Physical Name
      *Source Characteristic Physical Name
      Value Domain Type
      *Target Element Physical Name
      *Target Characteristic Physical Name
      Value Domain Type
      Imported Rule ID
      Date Sort
      Imported Logical Operator
      Source Characteristic Order
      Target Characteristic Order
      Imported Condition
      Imported Comparator
      Imported Parenthesis


    4. Click the edit icon in the row you want to view. A detail page appears for the selected model mapping.
  6. In each detail page, you have the following options:
    1. To view the next item from your imported file, click the Go to the next page icon (the triangle icon after Rows x of xxx).
    2. To view the list of items again, click Display Values. 
    3. Make changes in editable fields and click Save. The system confirms the change.  

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