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Point source classification to another document?

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#1 JMattijs

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Posted 16 August 2016 - 03:14 AM

Hello,

Newbie here, I searched the forums for answers but found nothing close... I hope my question is not outlandish or stupid.

I'm working on a corpus of regulatory documents (performance contracts for government agencies) where each document (mostly PDFs) has dates, a government jurisdiction, belongs to a given agency (the cases), has been disclosed or not, etc.

I imported a classification of the documents from an Excel spreadsheet, that gives me the relevant information on each contract. But the corresponding sources were already in the project, and so my new source classification points to empty documents, while the existing sources are not linked to the imported classification.

Moreover, I am editing some of the sources (editing out foreign content), and since they are PDF the editing implies that I have to re-import the source. Cut-and-paste the content will not work.

 

Is there a way to change the source each classification item "points" to, preserving its attributes, or do I have to re-encode all the attributes for existing or newly imported sources?

 

Thanks,

 

Jan



#2 QSR Support

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Posted 22 August 2016 - 01:10 PM

Hi Jan,

 

Could you ensure that first column of your classification sheet has names of the sources as they appear in the Internals and then reimport your classification sheet? Refer to the link below:

http://help-nv10.qsr...cedures/import_(or_export)_classification_sheets.htm#MiniTOCBookMark3

 

During import, place a check mark on Update the classification of existing sources or nodes in Step 2 of the import. Please refer to 

http://help-nv10.qsr...eets_wizard.htm

 

This should allow you to link the attributes to your existing sources without having to recode.

 

I hope this helps.

 

Regards,

Bhupesh


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#3 JMattijs

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Posted 07 September 2016 - 01:39 AM

Ah, thanks, I missed that capability of matching the internal sources based on their names when importing.

I will try it soon (as soon as the fall term start is done).

Does this also mean that when I substitute one source PDF with another one with exactly the same name, the former attributes will be preserved?



#4 QSR Support

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Posted 12 September 2016 - 02:33 PM

Hi Jan,

 

Can you please clarify what you mean by substituting one source PDF with another one with exactly the same name? Are you going to delete a source and then replace it with an exactly named source? The name of a source is a property of the source. You can change the name of a source and its underlying attributes will still be present. If a source has no attributes and you were to rename the source name, the source would still have no attributes.

 

Regards,

Andrew


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#5 JMattijs

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Posted 16 September 2016 - 01:32 AM

Yes, by subsituting one for another I meant deleting the old source PDF and replacing it with a new one with exactly the same name.

From what you say, I assume the attributes of the old source will not be preserved. The only situation where you can merge attributes into an existing source array is when importing a clasification. Right?



#6 QSR Support

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Posted 16 September 2016 - 03:12 PM

Hi Jan,

 

Yes that's correct, if you were to delete the source and replace with a new one with an identical name, the new one would not inherit any classification of the previously same named source. Basically because it's a new item and not linked to the previous. Let's say you deleted the old and imported a source and named it as the previously deleted, the new source would have no classifications against it.

 

In addition to classifying sources via importing a classification sheet, you can also manually classify a source if need be. For more details, check the following link:

 

http://help-nv10.qsr...ify_sources.htm

 

Regards,

Andrew


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