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This page is still under construction.

Once a questionnaire has been documented by the metadata team, it then goes through a process called mapping, which connects the documented questions to dataset variables and both to Topics.

Archivist (previously Mapper) provides a graphical user interface to simplify the task of connecting questions, variables and topics, automatically assigning mappings where possible and maintaining constraints. The list of topics which can be mapped to can be found under Topics in Archivist.

The follow steps can be followed to map questions, variables and topics manually. Archivist users must have the correct permissions to do this.

1) Import Sledgehammer xml

Check whether a dataset has been uploaded by searching the main Datasets page, if not upload the xml file. Admin > Import. Under Upload DDI Dataset files, browse and Import Dataset. This might take a while to appear in the Datasets list.

Note: The prefix used when running Sledgehammer must be identical to the instrument prefix. This must be checked carefully as otherwise this will mean mappings will have to be redone.

Note: DDI-Flavour must be run first.

Note: This step is currently run by the CLOSER team, as the dataset needs to be linked with the instrument, which is a feature yet to be added to Archivist.

2) Map questions to normal variables

Admin > Datasets > search and select the loaded dataset. For a normal variable enter the question name into Sources. This will auto-populate as you type so the question can be selected from the drop-down list. More than one question can be mapped to a variable.

3) Map variables to derived variables

Admin > Datasets > search and select the loaded dataset. For derived variables enter the variable name into Sources. This will auto-populate as you type so the variable can be selected from the drop-down list. More than one variable can be mapped to a derived variable. The Used by for the normal variable selected, will update with the derived variable name.

4) Map topics to variables

The topic controlled vocabulary can be viewed in Archivist under Topics. To map the variables to topics navigate to Admin > Datasets > search and select the loaded dataset. For each variable select the correct topic from the drop down list. If mapping a normal variable, the derived variables mapped to this will have a suggested topic automatically inherited (this can be overwritten). If the derived variable already has a topic applied then these will not be overwritten. Variables and questions which are linked, must have the same topic mapped to both. If this is not the case, Archivist will show a conflict error in red.

5) Map topics to questions

Instruments > search for the questionnaire prefix > under Actions select Map. For each question select the correct topic from the drop down list. Variables and questions which are linked, must have the same topic mapped to both. If this is not the case, Archivist will show a conflict error in red.

Note: Adding topics to questions using this page can be temperamental.

6) Map variables to questions

Instruments > search for the questionnaire prefix > under Actions select Map. For each question enter the variable name into Add a variable space. This will auto-populate as you type so the variable can be selected from the drop-down list. More than one variable can be mapped to a question.

Note: Adding variables to questions using this page is still under development.

Note: Currently, variables cannot be mapped to grid question references manually. They can be mapped using the qvmapping.txt file. These will however, only be displayed as being mapped to the gird as a whole. See Using Txt Files for more information.

7) Check the mappings in the instrument view

Admin > Instruments > search and select the Prefix of the instrument (or View). This will gives the questionnaire view with the variable names listed against them.

 

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