Associate Data Automatically

When using the Associate Data Automatically option, associations are created based on matching the name of the selected data elements with the information in the key column of a metadata table previously saved in the Navigation Area. Matching is done according to three possible schemes: Exact, Prefix and Suffix (see Matching schemes).

To associate data automatically, click the Associate Data button at the bottom of the Metadata Table view, and select Associate Data Automatically.

Select the data the tool should consider when setting up metadata associations (figure 13.11).

Image select_all_data_in_folder
Figure 13.11: Select data elements to be associated to a CLC Metadata Table.

In the Association setup step, you specify whether the matching of the data element names to the entries in the key column should be based on exact or partial matching (described below). A preview showing how elements are matched to metadata rows using the selected matching scheme is shown in the wizard (figure 13.12).

You also specify a role for each element. The default role provided is "Sample data". You can specify any term you wish.

Image metadata_associate_data_matching
Figure 13.12: Data element names can be matched either exactly or partially to the entries in the key column. Here, the Prefix matching scheme has been selected. A preview showing how elements are matched to metadata rows using that scheme is shown in the Data association preview area, at the bottom.

After the job has run, data associations and roles are saved for all the selected data elements where the name matches a key column entry according to the selected matching scheme.

Note: Data elements selected that already have associations with the CLC Metadata Table will have their associations updated to reflect the current information in the CLC Metadata Table. This means associations will be deleted for a selected data element if there are no rows in the metadata table that match the name of that data element. This could happen if, for example, you changed the name of a data element with a metadata association, and did not change the corresponding key entry in the metadata table.

Matching schemes

A data element name must match an entry in the key column of a metadata table for an association to be set up between that data element at the corresponding row of the metadata table. Two schemes are available in the Association Data Automatically for matching up names with key entries:

Partial matching rules

For each data element being considered, the partial matching scheme involves breaking a data element name into components and searching for the best match from the key entries in the metadata table. In general terms, the best match means the longest key that matches entire components of the name.

The following describes the matching process in detail: