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Once a questionnaire and dataset has been documented, it then goes through a process called mapping. This 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.

Note: Grid mappings and derived variable mappings cannot be mapped using the interface and must be completed using .txt files.

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

1) Create the dataset XML

a) Run Sledgehammer and DDI-Flavour on the dataset. Note: The prefix used when running Sledgehammer must be identical to the instrument prefix.

b) The CLOSER team will upload this to Archivist and link it to the questionnaire. 

2) Map questions to normal variables

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.

Note: It is currently not possible to state whether a variable is normal or derived when loading datasets into Archivist, therefore derived variables cannot be mapped manually to variables. Please add these mappings using .txt files.

3) Map topics to variables

To map the variables to topics navigate to  Datasets > search and select the loaded dataset. For each variable select the correct topic from the drop down list. Any derived variables mapped to this variable 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. For more information please see Applying Topics.

4) 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. For more information please see Applying Topics.

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

6) Check the mappings in the instrument view

Instruments > search and select the Prefix of the instrument (or View). This will gives the questionnaire view with the variable names listed against them. You can click on the variable name to see the variable label.


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