Import Coded Terminology

Overview
Coded terminologies stored in dictionaries managed by ThesQA can be imported.  Importing coded terms is preferred over manually adding or editing since it is a much more efficient and accurate.  You can access the import tool either by calling a macro %importcode or by clicking on the "IMPORT" from the main screen.

The main options in applying an import includes the following:

Selecting Import Source Type
Coded terminologies consist of coded and decoded values.  This information can be stored in different sources including the following:

  • SAS Format Catalogs 
  • SAS Datasets
  • Existing ThesQA Dictionary

Before you can start performing imports to your dictionary, you must therefore select the type of source data that will be imported.  This can be selected through a list box as shown here:

You must select one type before performing the import.  The selection of the import type will therefore update the import source that will be imported to the destination dictionary.

Import Source 
The selection of data to be imported is different depending on the type of data you are importing.  In general the steps include:

  1. Selecting the source library or location
  2. Selecting the coded name
  3. Reviewing the associated coded and decoded values

The main difference is in step 1 where you select the source library or location of the data to be imported.  The selection for source type of format catalog is as follows:

The first step is to select a path where the format catalog is located.  You can make this selection by either typing the path or navigating through the [...] button.  After the format catalog has been identified, the format value name is selected.  The coded and decoded values are then available for review upon selection of the format name.

When selecting SAS datasets as a source, the first step is selecting the library where the SAS datasets are stored.  You can either type in a library name or select it through the library manager available through the [...] button.

You would then select one dataset.  The list of variables within the dataset is available.  You can choose the variables which contains the coded and decoded values.  You can also select the preview option which will generate a report of the first 100 observations.  This will allow you to see the values of the coded and decoded variables.

If the dictionary is selected as a source, then you would select the source dictionary in very much the same way you would select any dictionary through the pull down list.

 

The list of corresponding coded names contained in the selected dictionary.  You can therefore click on the coded name to review the associated coded and decoded value.

Destination Dictionary
You must select the destination dictionary which the new information will be imported to.  This is available through the pull down menu of the destination dictionary name list.

 

The list of coded name is available for review but does not affect the import.  By default, the new name for the coded list is defaulted to the selected source.  You can however type a new name in the "New Coded Name" entry.

Applying Import
Once the source terminology data and the destination dictionary have been selected, you can click on the "Import" button between the two to apply the import.

 

The new imported values will then be displayed in the list of coded names in the destination dictionary.

Saving Import Macro Code
The same selections that is made in the graphical user interface can be expressed in macro named %importcode .   You can select this through the "Save Code..." button.  The sample code that is generated would look like:

libname thesqa "C:\Program Files\MetaXceed\ThesQA\data";

%importcode(sourcedictname=CDISC 3.1.1 Controlled Terminology,
                   sourcecodename=Domain Codes,
                   dictname=Sample Coded Terms,
                   codename=MYCODE);

This same program can then be executed in batch mode to perform the same dictionary comparisons.

Reviewing Import History
An audit trail of all imported data is kept in the history.  This history can be reviewed and searched through the "History" button.  A history view looks like the following:

The audit trail captures all data that has been imported including when and who has applied it.  This information can be searched by any field.  The search criteria in which you specified will be applied to all the fields captured in the audit history.

 
      ThesQA - Manage Controll Terminology, Meta-Xceed Inc.© 2009
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