All templates require a BATCH USER, BATCH NAME, and SEQ ID on each row.

When reimporting, it is safest to select all the rows and "Delete", then select "Purge", then select all rows and “Purge Records".

For Forms, select "Delete Hierarchies", then select "Purge", then select the rows and "Purge Hierarchies".

For imports and matching, select the type of import/match item from the "Favorites" list, then select the "Import" command. For most imports there will be a dropdown with either one or two of the following choices: "Conceptual Object Import" and "Data Object Import".  For most imports choose the first choice in the list.

For VM Match both choices are presented, choose the second one, "Data Object Import".

CDE 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".

In the Context column, you can enter one or more contexts to search for matching DECs. Separate each DEC with a comma. Do not use spaces between DECs. For example:

XXX,CTEP,CCR

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.

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. 

Punctuation and spaces are removed. The "Rule Description" explains why each match was selected. The algorithm does not currently account for spelling errors.

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".

This match searches on the longest term in addition to more extensive matches. 

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. 

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. 

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.

The Form Import Template is an xslm filetype and contains several Excel Macros, so please be sure to select "Enable Macros" when opening the template. This has been tested for use only on a Windows PC platform, not Mac laptops.

1. Paste your form content into the template starting on Row 3, column E. At a minimum you must run the Macro "Standardize", see instructions below.
2. If importing a PhenX REDCap Data Dictionary, you must run "Standardize", then "PhenxStandarize".
3. "CombineZip" is optional, it automates copying form content into the template from one or more REDCap dictionary csv files. See instructions below. 
4. Enter a Batch User, Batch Name and ensure that each row has a unique "Seq Id"
5. Save the Form Template file as csv.
6. Run Form Import from Manage>>Manage Data (or your bookmarked Favorites)
7. Select "Import" from the toolbar, then "Conceptual Data Object" from the drop-down
8. Select the checkbox next to "Form Import RedCAP v1" and select "Import" option from the toolbar (Between "Add New Mapping" and "Go To Data Manager")
9. Select the "Choose File" and select the Form Import Template from our desktop that you have prepared for loading
10. Change the last row in the table "Start at Row" from 2 → 3
11. Select "Import" at the bottom of the Table
12. After "Success" message, Select "Go to Data Manager" or Manage>>Manage Data>> Form Import (or from your bookmarked Favorites)
13. Use the filter to search for your form, Click "Apply Filter"
14. Select "Edit" for your form
15. Select a "Context" from the dropdown
16. Save
17. Select "Parse Form"
18. If successful, select "Validate Form"
19. Review the results
20. After successful Validate, Select "Create Form"
21. Copy the Public Id and choose "Forms" from Manage>>Manage Data (or your bookmarked Favorites) to view the newly created form in caDSR

There are 3 macros in the Excel Template. The Macro run key sequence can be viewed by selecting "Tools" from the Excel menu bar, then "Macro".