Changes between Version 2 and Version 3 of net.sf.basedb.reggie/notes410


Ignore:
Timestamp:
May 3, 2017, 9:49:36 AM (3 years ago)
Author:
Nicklas Nordborg
Comment:

Refs #962. The new wizard makes the installation easier

Legend:

Unmodified
Added
Removed
Modified
  • net.sf.basedb.reggie/notes410

    v2 v3  
    1212=== Set !ReferenceDate and !ReferenceDateSource on all Case items ===
    1313
    14 The !ReferenceDate and !ReferenceDateSource are new annotations that should be set on
    15 all existing Case item. There are four cases that depends on what information we already
    16 have about the case.
     14Run the batch update wizard: '''Reference date on case items'''
    1715
    18  1. All cases that has a value for the INCA_A030DiaDat annotation should be update to:
    19     `ReferenceDate=INCA_A030DiaDat` and `ReferenceDateSource=IncaDiagnosisDate`.
    20  2. All cases that has at least one Specimen or !NoSpecimen item with a creation date
    21     should be updated to `ReferenceDate=earliest created date` and `ReferenceDateSource=SamplingDate`.
    22     See below for a recipe.
    23  3. Remaining cases that has a value for the !ConsentDate annotation should be updated to:
    24     `ReferenceDate=ConsentDate` and `ReferenceDateSource=ConsentDate`.
    25  4. All remaining cases should be updated to:
    26     `ReferenceDate=Registered` and `ReferenceDateSource=RegistrationDate`.
    27 
    28 1, 3 and 4 can be done with a simple export/import operation with the help of a spreadsheet to
    29 fill in the !ReferenceDateSource value.
    30 
    31 '''Recipe for step 2'''
    32 
    33  a. Create a new item list with member type: Sample.
    34  b. Add the following synchronization filters:
    35    * Parent Sample that matches filter must exist:
    36      `itemSubtype = 'Case' AND {ReferenceDateSource} = null`
    37    * Sample must match filter:  `creationEvent.eventDate !=  AND itemSubtype IN ('NoSpecimen', 'Specimen')`
    38  c. Sync the item list. This will create a list containing all Specimen/!NoSpecimen items that has
    39     a parent Case without a !ReferenceDate.
    40  d. Go to the Samples list page and make sure the following columns are displayed:
    41     * Parent items
    42     * Created
    43     * Item list
    44  e. Filter the samples with the item list created in step a.
    45  f. '''IMPORTANT!! ''' Sort the samples by "Created" date in ascending order. This allows the annotation import in step i to select the earliest date for each item.
    46  g. Export the "Parent items" and "Created" column.
    47  h. In a spreadsheet, add third column for `ReferenceDateSource`  and fill all rows with `SamplingDate`.
    48  i. Use the annotation importer to update the `ReferenceDate` and `ReferenceDateSource` annotations. The "Parent items" column maps to "Name".
    49     '''IMPORTANT!! ''' Make sure that the error handling option "Too many values" is set to "Crop".
    50  j. Verify that the import worked by re-syncing the item list created in step 1. It should should now be empty.