This article, which is intended for users with the data source manager role, describes how to map and import data sources. We've included the following sections:
- Mapping and importing data sources
- Procedures index
Mapping and importing data sources
If you have the data source manager role in Select, you will have access to the Data source management page.
Creating a new data source
Create a new data source for any dataset that you want to import and merge into the Select site profile database. You can determine the unique identifier for the data source and set up definitions for each field in the data source.
Publishing a data source
Once data definition is complete, you can publish the data source to your account in Select. This will be private to your account.
For any published data source in your account, you can import data in CSV format.
- Creating a new data source
- Mapping fields to standard Select columns
- Creating custom columns
- Publishing a data source
- Importing data for a published data source
Creating a new data source
- From the home page under manage click data sources.
- In the Data source management page, click Create new data source.
- In the Manage data source creation page, in section 1, enter the Data source name and Description.
- Click Import CSV button.
- Select the CSV with all the fields in your data source from your desktop, and click OK.
Mapping fields to standard Select columns
- In section 2, Map your data source fields, in the Your source data fields subsection, the fields from your CSV display. Search for any field using the free text search box or by using the filters.
- Find the unique identifier field and click the radio button to the right of the field.
- (Optional) Hover over the information icon ()to view a description of the Select field.
- (Optional) You can find matchable fields by viewing the matchlogic icon (). Select uses matching fields to identify matching sites in other data sources.
- To map a field to a Select standard field, first find your field from the left column.
- Next, find the associated Standard field from the middle column.
- Now, drag the source data field onto the corresponding Select data field.
When you've completed the procedure above, you'll notice that, under the field name, the name of the field it was mapped to displays. You can remove the mapping by clicking on the remove () icon.
Creating custom columns
If you cannot find an appropriate Select column to map your source data field to, you can create a custom column.
- To create a custom field, first find your source data field in the left column.
- Click + drag your source data field onto the Create a custom data field section in the middle column.
- In the right column, the name of the newly created custom field displays.
- You can change the column's Display name.
- You can enter a short Description.
- By default, Select will pick a data type based on the sample value included in your CSV. You can change the Data type by picking a different one from the drop down.
- Next pick the Category that the field belongs to. The categories determine if the field is just for searching or used for both searching and scoring. Click the monitor () icon to view a description.
- Pick a sub-category for your field.
- Next, pick a section for your field. If none of the sections in the drop down apply to your field you can create a new section by typing the section name in the free text field.
- If you want to use your field for filtering, click the check box. This field will become visible in the search criteria.
- Select if you want the search criteria controls to use greater than or less than.
- If you want to use your field for investigator scoring, click the checkbox. This field will affect the search criteria.
- Select the scoring methodology.
All changes are automatically saved. Click the monitor icon () at any time to view a setting's description.
Publishing a data source
- On the top right of the Manage data source definition, click the Publish button.
- You will see a popup asking you to confirm your action. Click Publish again to publish the data source to your account.
Importing data for a published data source
- From the home page under manage, click data sources. In the Data source management page, you will see a list of all the data sources for your account. If you see a green checkmark icon () for a data source under the Published column, you can import data for the data source.
- Under Import column, click the upload () icon.
- In the Import data source data page, click the Import CSV button.
- The data fields in your data import CSV must match those of the data fields you mapped while creating the data source.
Once you complete the procedure above, you will see a message that data is being imported and you will see a progress indicator under the Date column. Once the data import is complete, the imported data appears under Date column.
The imported data records are displayed in the Data tab in the Imported data preview table. If there are any errors in the source file, the error messages are displayed in the Error tab.
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