Importing Terms

Use the Vocabulary Import screen to import a vocabulary from either a delimited or fixed input file. To import an external vocabulary, complete the following steps:

1. From the Vocabulary Manager Home screen, click any hyperlinked Vocabulary Name to go to the Vocabulary Details screen for the selected vocabulary.
2. Click the Import Terms link on the Vocabulary Details screen to open the Vocabulary Terms Import screen.
3. In the File Format area, choose whether the input file is Delimited, Fixed, or Custom.
   • If you select Delimited, provide the following information:
     • Delimiter: Choose whether the delimiter is a Tab, Space, or Other. If you select Other, specify the delimiter. Other can be the pipe character (|), a comma, or a semi-colon.

       Fields that use delimiters or text qualifiers as text must be enclosed in text qualifiers so that those characters will be imported as text.

     • Text Qualifier: If the term description being imported is designated by a double quotation mark or single quotation mark in the import file, type the appropriate character here so that the qualifier character is not imported as part of the term description. Leave this text box blank if the import file does not contain qualifiers.
     • Term External ID Field #: Type a numeric value to designate the column in the import file that contains the IDs to use. If you are importing from an Excel spreadsheet and columns are assigned A, B, C, and so on, type the numeric value equivalent in the ID Field #.

       This text box only appears if you selected the Has IDs check box in the Add Local Vocabularies screen. If the input file does not contain IDs, the system will generate its own IDs.

     • Term Name Field #: Type a numeric value to designate the column in the import file that contains the description. If you are importing from an Excel spreadsheet and columns are assigned A, B, C, and so on, type the numeric value equivalent in the Description Field #.
     • Select Term Type: This field only appears if you do not select the Input file contains multiple types check box. Select the type from the drop-down list.
     • Term Type Field #: This field only appears if you select the Input file contains multiple types check box. Type a numeric value to designate which column in the import file to use. If you are importing from an Excel spreadsheet and columns are assigned A, B, C, and so on, type the numeric value equivalent in the Type Field #.
   • If you select Fixed, provide the following information:
     • Term ID Starting Position: Type a numeric value to designate the starting position of the ID column in the import file. If you are importing from an Excel spreadsheet and columns are assigned A, B, C, and so on, type the numeric value equivalent in the Term ID Starting Position.

       This text box only appears if you selected the Has IDs check box in the Add Local Vocabularies screen.

     • Term ID Width: Type a numeric value to designate the width of the ID column in the import file. This text box only appears if you selected the Has IDs check box in the Add Local Vocabularies screen.
     • Name Starting Position: Type a numeric value to designate the starting position of the Description column in the import file. If you are importing from an Excel spreadsheet and columns are assigned A, B, C, and so on, type the numeric value equivalent in the Name Starting Position.
     • Name Width: Type a numeric value to designate the width of the Description column in the import file.
     • Select Term Type: This field only appears if you do not select the Input file contains multiple types check box. Select the type from the drop-down list.
     • Term Type Starting Position: This field only appears if you select the Input file contains multiple types check box. Type a numeric value to designate the starting position of the Type column in the import file. If you are importing from an Excel spreadsheet and columns are assigned A, B, C, and so on, type the numeric value equivalent in the Term Type Starting Position.
     • Term Type Width: This field only appears if you select the Input file contains multiple types check box. Type a numeric value to designate the width of the Type column in the import file.
4. Indicate the vocabulary type that the input file contains.
   • To import multiple vocabulary types, select the Input file contains multiple types check box. If you are importing external vocabulary term types, you can associate external vocabulary term types with Zynx standard term types in the Term Type Mapping screen.
   • To import one vocabulary term type, select the vocabulary term type from the Select Term Type drop-down list.
5. Click the Browse link to navigate to the file to import.
6. Click the Import button. A dialog box appears indicating the number of records read from the input file, the number of rows added and updated, and the number of errors. If any errors are indicated, click the Errors button to see a log of each error. The list of errors can be viewed until you import another file.

   Word files saved in Rich Text Format (RTF) may contain special, non-keyboard characters. Open these types of files in Notepad before importing any vocabularies to make sure there are no special characters in the file; otherwise, you will receive an XML import error message.

After you import the vocabulary, the Vocabulary Details screen is populated with the vocabulary items from the file.

© 2014 Zynx Health Incorporated. All rights reserved. Help published December 2014