Difference between revisions of "Data Inventory Manager"

From IMSMA Wiki
Jump to: navigation, search
(Created page with "{{HowTo's | Add a Data Category | Change a Data Category Name |[[HowTo:View Items of a Category and Filte...")
 
 
(77 intermediate revisions by 8 users not shown)
Line 1: Line 1:
 +
{{TOC right}}
 +
[[Image:IM cycle.png|300px|center]]
 +
After standardising auxiliary data, the next step in setting up {{IMSMANG}} is to implement the necessary customisation of the database reflecting the identified data requirements. Information managers have the possibility to modify the database in two ways:
 +
* modifying existing data fields i.e. data fields that exist in the database from installation which often are referred to as system fields
 +
* creating new data fields which are referred to as Custom Defined Fields (CDFs).
 +
 +
The objective of this step is to ensure that all data fields and values necessary for Mine action programme operation are available in {{IMSMANG}}. This step should be completed prior to designing Data Entry Form templates so that these changes are reflected on the Data Entry Forms.
 +
 +
{{note|{{IMSMANG}} does '''not''' automatically change Data Entry Form templates when changes are made in the Data Inventory Manager.}}
 +
 +
[[Image:UserManual_DataInventoryManagerWindow.png|center|600px|''Data Inventory Manager Window'']]
 +
<div align="center">
 +
''Data Inventory Manager Window''
 +
</div>
 +
 +
==Data categories==__NOEDITSECTION__
 +
{{IMSMANG}} comes with more than 1,000 system fields from installation and therefore it is important to search in the Data Inventory Manager before adding CDFs in order to [[Filter Item Attributes | determine if a data field already exists]] '''before''' adding it as a CDF. The Data Inventory Manager shows the data field by item and [[Data Categories | sub-categories]] so information managers can quickly navigate and find the data fields. It is also possible to [[Add a Data Category | add more categories]] and [[Add a Data Category | move fields between categories]].
 +
 +
{{Note | If there are many fields/CDFs in one category the Data Inventory Manager may be slow to load. If that is the case then [[Move Fields Between Data Categories | move]] fields/CDFs into a new or existing category.}}
 +
 +
==Modify Existing Fields==__NOEDITSECTION__
 
{{HowTo's
 
{{HowTo's
−
|[[HowTo:Add a Data Category | Add a Data Category]]
+
|[[Add values to enumeration list]]
−
|[[HowTo:Change a Data Category Name | Change a Data Category Name]]
+
|[[Change Display Option for Single Select]]
−
|[[HowTo:View Items of a Category and Filter Item Attributes | View Items of a Category and Filter Item Attributes]]
+
|[[Translate enumeration lists]]
−
|[[HowTo:Move Item Attributes into a Data Category|Move Item Attributes into a Data Category]]
+
|[[Add a Poly Property|Add a Poly Property]]
−
|[[HowTo:Remove a Data Category|Remove a Data Category]]
 
−
|[[HowTo:Add Custom Defined Fields|Add Custom Defined Fields]]
 
−
|[[HowTo:Add Subobject Custom Defined Fields|Add Subobject Custom Defined Fields]]
 
−
|[[HowTo:View and/or Change Custom Defined Fields|View and/or Change Custom Defined Fields]]
 
−
|[[HowTo:Inactivate Custom Defined Fields|Inactivate Custom Defined Fields]]
 
−
|[[HowTo:Translate Custom Defined Field Labels|Translate Custom Defined Field Labels]]
 
−
|[[HowTo:Add a Custom Option|Add a Custom Option]]
 
 
}}
 
}}
 +
Using the Data Inventory Manager, information managers can customise the values of existing enumeration lists to reflect local programme needs. Information managers can add new values to the enumeration lists and deactivate existing values.
 +
 +
[[Image:AdminGuide_ModifyingDataElements.png|center|500px|''Modifying Data Fields'']]
 +
<div align="center">
 +
''Modifying Data Fields''
 +
</div>
 +
For example, the existing “Safety and Security Threat” data field for Land includes the values that are listed on the left side of the image. However, information managers can deactivate the values that their Mine action programmes don’t use and add the values that they do, as shown on the right side of the image.
 +
 +
While adding and deactivating new values is an effective and important capability within {{IMSMANG}}, information managers should approach changing the text of existing values carefully. Because many values are used across different data fields, for example, the values “Yes” and “No,” modifying these values can have unintended consequences.
 +
 +
==Create New Data Fields==__NOEDITSECTION__
 +
{{HowTo's
 +
|[[Custom Defined Fields]]
 +
|[[Add Custom Defined Fields]]
 +
|[[View and/or Change Custom Defined Fields]]
 +
|[[Add Subobject Custom Defined Fields|Add Subobject Custom Defined Fields]]
 +
 +
}}
 +
Information managers can create CDFs for those data fields not predefined in {{IMSMANG}}. {{IMSMANG}} does not limit the number of CDFs that can be created for each item; however, it is recommended that information managers use CDFs sensibly because the creation of many CDFs is a substantial contributor to poor system performance.
 +
 +
When determining new data fields to add to {{IMSMANG}}, it is important to carefully consider the types of data to be collected and the format of the data. Using the correct data type for each field is critical to preserving the ability to search, calculate, sort and report information easily.
 +
 +
==Using {{IMSMANG}} in a different language than English==__NOEDITSECTION__
 +
{{IMSMANG}} provides the capability to translate and run the entire system in different languages. To fully translate the system into one or more languages, there are two parts to consider. The GUI i.e. what the user see and the data. How to translate the GUI is described '''[[Update the Localisation Files | here]]''' and how to translate the enumeration values and/or CDFs is described '''[[Export the Translations | here]]'''. If the Mine Action programme needs to be multi-language e.g. Lao and English then two different sets of Data Entry Forms may be developed or the Data Entry Form may contain labels in both languages.
 +
 +
[[Image:DataInventoryManager2.png|center|600px|'' Buttons in Data Inventory Manager Window'']]
 +
<div align="center">
 +
''Buttons in Data Inventory Manager Window''
 +
</div>
 +
{| class="wikitable"
 +
! Left side
 +
! Description
 +
|-
 +
| [[Image:UserManual_TranslateSelectedTermsIcon.png]]
 +
| Allows you to translate the name of the categories.
 +
|-
 +
| [[Image:FieldTemplateIcon.png]]
 +
| If an item is selected in the tree structure, a data category is added to the selected item.
 +
|-
 +
| [[Image:FieldViewIcon.png]]
 +
| If a data category is selected, allows you to change the data category name.
 +
|-
 +
| [[Image:EcksButton.png]]
 +
| If a data category is selected, allows you to delete a data category.
 +
|-
 +
! Right side
 +
! Description
 +
|-
 +
| [[Image:UserManual_MoveSelectedItemAttributeIcon.png]]
 +
| Allows you to move the selected field(s) into a new or an existing data category.
 +
|-
 +
| [[Image:FieldViewIcon.png]]
 +
| If a multi- or single select system field is selected, allows you to add or inactive enumeration values.
 +
If a CDF is selected, allows you to change the label, description and display format. If the CDF is a multiple selection or single selection type, allows you to also change the selection values.
 +
|-
 +
| [[Image:FieldTemplateIcon.png]]
 +
| If a category is selected, adds a CDF field to the selected category.
 +
|-
 +
| [[Image:EcksButton.png]]
 +
| If a CDF is selected, allows you to delete unused CDFs.
 +
|}
 +
 +
 +
{{NavBox IMSMA NG Administration}}
 +
[[Category:NAA]]

Latest revision as of 22:38, 17 June 2017

IM cycle.png

After standardising auxiliary data, the next step in setting up IMSMANG is to implement the necessary customisation of the database reflecting the identified data requirements. Information managers have the possibility to modify the database in two ways:

  • modifying existing data fields i.e. data fields that exist in the database from installation which often are referred to as system fields
  • creating new data fields which are referred to as Custom Defined Fields (CDFs).

The objective of this step is to ensure that all data fields and values necessary for Mine action programme operation are available in IMSMANG. This step should be completed prior to designing Data Entry Form templates so that these changes are reflected on the Data Entry Forms.

Note.jpg IMSMANG does not automatically change Data Entry Form templates when changes are made in the Data Inventory Manager.
Data Inventory Manager Window

Data Inventory Manager Window

Data categories

IMSMANG comes with more than 1,000 system fields from installation and therefore it is important to search in the Data Inventory Manager before adding CDFs in order to determine if a data field already exists before adding it as a CDF. The Data Inventory Manager shows the data field by item and sub-categories so information managers can quickly navigate and find the data fields. It is also possible to add more categories and move fields between categories.

Note.jpg If there are many fields/CDFs in one category the Data Inventory Manager may be slow to load. If that is the case then move fields/CDFs into a new or existing category.

Modify Existing Fields

How To

Using the Data Inventory Manager, information managers can customise the values of existing enumeration lists to reflect local programme needs. Information managers can add new values to the enumeration lists and deactivate existing values.

Modifying Data Fields

Modifying Data Fields

For example, the existing “Safety and Security Threat” data field for Land includes the values that are listed on the left side of the image. However, information managers can deactivate the values that their Mine action programmes don’t use and add the values that they do, as shown on the right side of the image.

While adding and deactivating new values is an effective and important capability within IMSMANG, information managers should approach changing the text of existing values carefully. Because many values are used across different data fields, for example, the values “Yes” and “No,” modifying these values can have unintended consequences.

Create New Data Fields

How To

Information managers can create CDFs for those data fields not predefined in IMSMANG. IMSMANG does not limit the number of CDFs that can be created for each item; however, it is recommended that information managers use CDFs sensibly because the creation of many CDFs is a substantial contributor to poor system performance.

When determining new data fields to add to IMSMANG, it is important to carefully consider the types of data to be collected and the format of the data. Using the correct data type for each field is critical to preserving the ability to search, calculate, sort and report information easily.

Using IMSMANG in a different language than English

IMSMANG provides the capability to translate and run the entire system in different languages. To fully translate the system into one or more languages, there are two parts to consider. The GUI i.e. what the user see and the data. How to translate the GUI is described here and how to translate the enumeration values and/or CDFs is described here. If the Mine Action programme needs to be multi-language e.g. Lao and English then two different sets of Data Entry Forms may be developed or the Data Entry Form may contain labels in both languages.

Buttons in Data Inventory Manager Window

Buttons in Data Inventory Manager Window

Left side Description
UserManual TranslateSelectedTermsIcon.png Allows you to translate the name of the categories.
FieldTemplateIcon.png If an item is selected in the tree structure, a data category is added to the selected item.
FieldViewIcon.png If a data category is selected, allows you to change the data category name.
EcksButton.png If a data category is selected, allows you to delete a data category.
Right side Description
UserManual MoveSelectedItemAttributeIcon.png Allows you to move the selected field(s) into a new or an existing data category.
FieldViewIcon.png If a multi- or single select system field is selected, allows you to add or inactive enumeration values.

If a CDF is selected, allows you to change the label, description and display format. If the CDF is a multiple selection or single selection type, allows you to also change the selection values.

FieldTemplateIcon.png If a category is selected, adds a CDF field to the selected category.
EcksButton.png If a CDF is selected, allows you to delete unused CDFs.


Installing IMSMANG
English
Français
Español
Customising IMSMANG
Manage Information
Retrieved from "http://mwiki.gichd.org:8090/mediawiki/index.php?title=Data_Inventory_Manager&oldid=23655"