iCode Project flow/use case options

Source Data:

iSearch (you choose the url)

• Make a project from one iSearch url or several urls by copying and pasting that url in Manage Content: Add Content
  • You can add urls at different times if a project is being created from a number of different searches, or ad all urls at once if you have them available
  • Adding all urls at once alleviates the need to go through the set up with each url added
  • If making a project from several urls, you will need to make sure that the filters applied to each url are consistent to alleviate issues in data mismatches
  • You have the option to make this type of project dynamic to some extent. See Create a Project for more details.

Source data:

Downloaded iSearch Data

• Make a project from a spreadsheet with your data using Manage Content: Add Records. Prior to uploading, clean the data to remove any unique formatting that may exist in the spreadsheet and review blank fields so they are being coded consistently. Note every record needs an ID. See example spreadsheet here.
  • Note any spreadsheet cannot be made dynamic in iCode

Source data:

RFI responses (single upload)

• Make a project from a spreadsheet with your data using Manage Content: Add Records. Prior to uploading, clean the data to remove any unique formatting that may exist in the spreadsheet and review blank fields so they are being coded consistently. Note every record needs an ID. See example spreadsheet here.
  • Note any spreadsheet cannot be made dynamic in iCode

Source data:

Multiple uploads, i.e. RFI responses (rolling basis)

• Make a project from an initial spreadsheet with some responses using Manage Content: Add Records. Subsequent uploads should be a continuous spreadsheet with all records and fields, or completely unique records only, ensuring that all previously uploaded fields exist for the new records for consistency. See use cases for multiple uploads of spreadsheets here.

• Make a project from an iSearch url using Manage Content: Add Records. At any point after this, you can use the Upload fields button to upload a spreadsheet of System IDs and any appended/additional custom fields you want to add to the existing records in the project, i.e. Coder
  • See Upload Fields and Assigning Coders tutorial

• Make a project from a spreadsheet with your data using Manage Content: Add Records. This would include the export from iSearch, with additional custom fields included in the spreadsheet. 
  • This should be uploaded at one time, compared to the row above, where you would upload a spreadsheet with source iSearch data and then custom/additional fields. See Manage Content versus Upload Fields tutorial.