Barrick EDP User Manual
Contents
1. The audit logs are stored in subfolders by computer and user name with file names containing the date and time the xml log file was saved The audit logs contain information about changes made to data files in the EDP data grid EarthSoft EDP User Manual Page 29 Copyright 2010 EarthSoft Inc EarthSeft pie o doina Standalone EDP The Audit option was added to accommodate laboratories who need to log any changes made to an EDD The audit does not track the EDD only edits made to an EDD This provides labs with an audit log that tracks any edits made to a dataset so if the laboratory has to regenerate an EDD from their LIMS they will know what edits were made to that data before it was sent to their client NOTE The audit folder is where the audit logs are stored anyone who has permission to edit data needs WRITE access but not READ access to that folder This is so EDP can write the audit logs to that folder However not everyone who performs edits has the permission to see review everyone else s edits which are also stored in the same folder Therefore only QA Personnel need READ and optionally WRITE access to that folder so they can see all the audit logs from all the users making edits Options To assist the user in resolving issues effectively EDP was designed to allow the user to modify the visual and functional settings in both Standalone EDP and Professional EDP General The default functionality o2. Find and Replace Find what X Find All Find Replace with 4 Replace All Replace within Table Match case Match entire cell contents Search By coun yi Column 4 show Matches Figure 14 Find and Replace Window EarthSoft EDP User Manual Page 26 Copyright 2010 EarthSoft Inc TIP Recent selections are available for reuse under the drop down arrow s EarthSe ft ie Standalone EDP The Find and Replace tool can be focused on a selection of the available rows in a displayed data file by selecting these rows prior to the opening the Find and Replace option and choosing Selection from the drop down menu in the Within option Additional choices are Table for the entire data file screen displayed and All for all EDD tables open e Search by provides options to search by rows or columns Other options include Match Case and Match entire cell contents which should be used when an exact match is desired These options also eliminate the inclusion of partial matches which could create new errors For example when changing a Method from E300 0 to E310 1 selecting Match entire cell contents prevents the modification of a Batch ID or Lab QC Sample ID that may also include the text E300 1 With this setting only the method cells containing E300 1 as the sole content is selected e Show matches opens a detail box that lists the matches found e Replace replaces the items one at a time e Rep
3. 01A 100456 J Barto UNKNOWN Sierra 100456 29 2009 08 17 00 00 11 40 00 S200908 1157 __SCP N1A 00456 1_Rarto__ UNKNOWN Sierra 100456 ad M 4 gt h Locations Field_Parameters WaterLevel Lab_Results 3 m gt Ready IE 100 U Figure 5 Excel Workbook with Barrick_NA Sections named properly for opening all sections directly into EDP The Excel file xls may use any nomenclature EarthSoft recommends including the format name at the end of the file name However to successfully load all of the sections of the EDD at once the worksheets must be named according to the EDD section name To load an Excel file 1 Select EDD from the Open group on the Home tab 2 Browse to the directory where your EDDs are stored 3 Click Open All of the sections of the EDD are loaded into the appropriate sections of the format EarthSoft EDP User Manual Page 16 Copyright 2010 EarthSoft Inc EarthSe ft Piei oe t Standalone EDP Loading Zipped Data Files Zipped data files can also be used with EDP Any of the standard types of files e g txt csv xls or mdb can be zipped and opened at the same time with EDP When using Zipped data files with EDP the data files in the zip file must be named with the EDD format s section name For example the zipped file shown below contains data files which use the Barrick_NA name as file names Additional information may be included in the data file s name such as t
4. appear LD EDD Signed and Submitted Figure 11 Sign and Submit Verification Window 5 Click OK After the zipped file is created the EDD Package is ready to be loaded into EQulS Professional EDP or EQulS Enterprise EDP EarthSoft EDP User Manual Page 24 Copyright 2010 EarthSoft Inc EarthSeft nn Standalone EDP EDP Tools There are several tools available in EDP to assist users in resolving errors and reviewing data Sort Use the Sorting button 4 to sort the data in ascending or descending order For example if you want to sort the result data based on chemical name you can highlight the chemical name column and click the sorting button Filter Use the Filter Column s button Y to narrow the data set for easier viewing By clicking on the filter icon each column is enabled with a pull down menu which allows you to filter on the available values for that field JL Pin Column s HE Column Chooser am mo ta Add New Row l2 Rows 1740 c of 1740 Comment Rows Lane Y sample_name Y sample_matrix_code iv All Custom Blanks TE Figure 12 Filtering columns For example if you are interested in reviewing the results for sample B 31_20080325 click the Filter icon and using the pull down menu enabled for the sys_sample_code field select the value B 31_20080325 Now you can review all of the results gathered for the sample in question EarthSoft EDP User
5. az General y Conditional Formatting S inset E AF A Z v i Formatas Table 3 Delete BI EI eo 00 s PA Sort amp Find amp ES E Cell Styles EiFormat Fitter Select Alignment a Number Styles Cells Editing f Field Name 2 3 loc_name Text 40 4 loc_type Text 20 5 matrix Text 10 6 surf_elev Numeric 7 total_depth Numeric 8 latitude Text 255 9 longitude Text 255 10 easting Numeric 11 northing Numeric 12 coord_type_code Text 20 13 loc_desc Text 255 14 depth_to_bedrock Numeric 15 subfacility_code Text 20 16 geologic_unit_code Text 20 4 gt M Locations lt Field_Parameters mr DE Ted 2 PK Y EJ Je fils rt_location_type location_type_code rt_matrix matrix_code Depth to bedrock rt_geologic_unit geologic_unit_code WaterLevel lt Lab_Resuks 9 Ready Law Fr HT 10 G Figure 15 EDD Description in Excel EarthSoft EDP User Manual Copyright 2010 EarthSoft Inc Page 28 EarthSeft pene eee Standalone EDP Auditing Auditing is a feature that enables users to save a log of what data is modified in the EDP data grid This option may be enabled during EDP installation and allows users to select the location for the Audit logs to be saved The default location for the Log Editing Changes to Directory is to the C Program Files EarthSoft EQuiS Audit directory
6. is Program Files EarthSoft EQuiS Formats Barrick_NA 2 Select the Barrick_NA xse format file and click Open 3 Once the format file has been selected and successfully opened the format s sections are listed in the left hand portion of the EDP window If prompted to open the reference file select Barrick_NA rvf EarthSoft EDP User Manual Page 6 Copyright 2010 EarthSoft Inc EarthSef 2 LEE EQuIS Data Processo werg A fa ee ae 1 e 0e Lo nt Ro E sys loc code loc_name e surf_elev total_depth latitude longitude easting northing Field_Parameters WaterLevel Lab_Results 1 4 2 3 tL gt Reference Values A Barrick_NA C Users Texas Steve Desktop Barrick_NA Barrick_NAsse 7 1 04 021 EarthSoft Inc Figure 2 EDP Standalone Legend Legend 1 The Sections of the Format I XK 2 The Format Tab 3 The Directory Path to the current Format 4 The Version of the Format EarthSoft EDP User Manual Page 7 Copyright 2010 EarthSoft Inc 4 Users can identify what format file and version has been loaded by selecting the Format tab The path to the format file and the version are displayed in the lower left corner It is recommended that all EDP users check this path and version prior to each use of EDP Now that a Reference Value File and Format File have been successfully opened EDP is ready to load and check a data file EarthSoft EDP U
7. lookup This allows EDP to control the values for specific fields that are not linked to a reference table in the EQulS database The rvf is created as an export from EQulS Professional while the enumeration file is created and maintained manually using any text editor Unlike the rvf the enumeration file is used in EQUIS Professional EDD as well as standalone EDP It should be noted that the enum file may also be used to narrow a list of reference values to a smaller list For example typically a unit field such as elevation units would be linked to the rt_unit table which may contain 100 or more units However it may make sense to limit the elevation units to meters and feet since those are the only valid units for this type of data EarthSoft EDP User Manual Page 5 Copyright 2010 EarthSoft Inc The rvf is created as an export from EQUIS Professional reference tables This file is only needed when running standalone EDP and it allows EDP to check reference values remotely against values established in EQUIS Professional EarthSeft ou nee Standalone EDP Opening a Format File The first time EDP is launched a format file must be selected before a data file can be loaded To open a Format File 5 o a 1 Click on the Format button Le located in the Open group on the Home tab NOTE The default location for system formats is Program Files EarthSoft EQuiS Formats The default location for custom formats
8. that section of the format regardless of the file s content For example in the Barrick_NA File the section Locations is the first section listed A data file opened through the File menu is loaded into this section regardless of whether it is appropriate for this format or not if another section was not selected EarthSoft EDP User Manual Page 13 Copyright 2010 EarthSoft Inc EarthSeft ae Standalone EDP For the purpose of this exercise we wish to open some Field Sample Data To open a data file 1 Select theLab_Results section 2 Select the Open menu gt EDD NOTE An alternate method of opening a data file is to right click on the desired section and select Load Data File from the popup menu Browse to the directory where the EDD is being stored 4 Click OK The data check occurs in the background while the data file is being loaded After all of the data files have been loaded you will review any errors that EDP has detected To ensure that all of the business rules are properly processed by EDP it is recommended that the Data Files are loaded in the order that the sections appear in the format This order represents the Parent Child Relationship between the data in the data files For example FieldSample should be loaded before LabData If the files are not opened in order it is recommended that the user select the Refresh button frequently while correcting data errors EarthSoft EDP User M
9. 9 2009 13 12 09 33 total errors Figure 7 EDP Error Log Report To view the Error Summary follow these steps 1 Select Summary from the Error Log group 2 Enter a file name or use the default file name and click Save Table Line Column Value Message Type FieldSample 3 sarnmple_date 3 52 2008 Invalid data type ERROR FieldSample 9 parent_sample_code B 30_2008325 Orphan row ERROR FieldSample 10 parent_sample_code 8 45 2008325 Orphan row ERROR FieldSample ii parent_sample_code 8 45_2008325 MS Orphan row ERROR LabData 3 lab_anl_method_name E300 0 Reference value not found ERROR LabData 3 cas_rn 16887 00 6 Reference value not found ERROR EarthSoft EDP User Manual Copyright 2010 EarthSoft Inc Page 20 EarthSe ft Ge ee Standalone EDP Error Resolution As you now know errors that are found in EDP are highlighted with a specified color to signify what there error is These data errors can be corrected within EDP if the Auditing feature was enabled during installation of EDP These modifications may be made to any cell within the data file after it is loaded by simply highlighting the cell and typing the modification Before beginning it is important to understand that edits made to data files within EDP are not automatically saved If users are modifying data files using the edit feature a
10. DA 128 255 128 Errors BackColor2 Row Errors BackColorAlpha ate Rg BackColorDisabled BackColorDisabled2 ro fia m E E E E Line Nun BackGradientAlignment Table N BackGradientStyle m E E EJ E E E E S Cell Errors BackHatchStyle a E H E T BorderAlpha BorderColor a a a a a E a a BorderColor3DBase a a E E Cursor POLL U i Reference Value FontData ForeColor ForeColorDisabled BackColor Custom Errors The primary color used to fill the background Information Table Name OK Cancel Figure 17 Example of Modifying Appearance in the Options Window This process may be repeated for any Appearance setting that are applied to cells in EDP EarthSoft EDP User Manual Page 32 Copyright 2010 EarthSoft Inc EarthSoft EDP User Manual Page 33 Copyright 2010 EarthSoft Inc
11. EDP Format File The Format File is the essence of data checking in EDP The Format File contains the definitions for each individual section belonging to the EDD format For example the Barrick_NA file contains 4 sections including sections for Locations Field Parameters Water Levels and Lab There are three or four files that make a format file e The format definition file xse file e Custom handler vbe file e The enumeration enum file e And the reference values rvf file Together these files determine how your data is checked The xse file contains the mapping and definition for the sections of the format file such as the mapping of the fields in the format to the data table and fields in the EQUIS database required fields primary keys field length field description and field type numeric text etc The vbe file contains the custom handling and business rules that apply to the format Such as the analysis date cannot proceed sample date or reportable_result cannot be Yes where the lab_qualifier is E G P or R Another example of a business rule is if a certain sample type is encountered then another field must be populated For example if you have a sample_type of FD field duplicate then the parent sample field must be populated to avoid an orphan quality assurance quality control sample The enum file is an optional file that allows EDP to enforce a set of lookup values similar to a reference table rt
12. EarthSeft EQuIS Data Processor EDP User Manual EarthSeft renner Introduction EQuIS Data Processor EDP Introduction The EQUIS Data Processor or EDP is today s answer to the many data quality issues that plague data managers The latest in EarthSoft s family of data checking software EDP sets a new standard for simplicity in data quality management while adding a host of new features and capabilities that allow the user the utmost in data checking flexibility There are three desktop modes for using the EQUIS Data Processor Standalone EDP Professional EDP and EDP Express This document is strictly for using Standalone EDP EDP checks all of the following data quality issues e Required Fields e Field Lengths e Data Types e Valid Dates e Reference Values e Duplicate Rows e Range Checking e Orphan Rows EarthSoft EDP User Manual Page 2 Copyright 2010 EarthSoft Inc EarthSeft pina tien Standalone EDP Standalone EDP The Standalone EQUIS Data Processor or Standalone EDP is used to check data without having access to the EQUIS 5 database All of the functionality found in Standalone EDP is also found in Professional EDP The following Standalone EDP sections will outline the features found in both Standalone EDP and Professional EDP All modes of EDP support formats for many fields of environmental data observation and acquisition From analytical laboratory data to field activities such as dr
13. Manual Page 25 Copyright 2010 EarthSoft Inc EarthSeft Ge ee Standalone EDP Pin Use the Pin button to assist with viewing large data sets By clicking on the Pin icon a pin is enabled adjacent to each field The Pin icon allows certain fields to remain stationary while viewing the associated related fields for each record this is analogous to freeze panes in Excel For example if you want to look at the test data for the matrix spike duplicate sample B 45_20080325_MSD click the Pin icon You will notice that a small pin appears adjacent to each field name To more easily review the test data for B 45_20080325_ MSD click on the pin in the sys_sample_code field As you scroll to the right the sys sample code field remains stationary so you can review the data associated with each sample ment Rows YW Filter Column s 3 Add New Row 2 a P n s 33 Copy Row s oa meee Ka Clear Refresh Find JE Column Chooser Set as Comment Row Ras 1740 of 1740 Comment Mgws sample_name 2 sample_matrix_code sample_type_code Figure 13 Pinning Columns Find and Replace Use the Find button f to find or replace multiple fields with new data To use this select any field within the column you would like to search Then select the Find button and the Find and Replace window opens This will allow you to enter the text to be found and the text to replace the original text with if desired
14. _method 100 42 5 Styrene 137 Ppi 100 51 6 Benzyl Alcohol 137 10061 01 5 Cis 1 3 Dichloropr 137 10061 02 6 Trans 1 3 Dichlor 137 109553 4 Bromophenyl P 137 1024 57 3 Heptachlor Epoxi 137 103 23 1 Di 2 ethylhexyl a 137 103 33 3 Azobenzene 137 103 65 1 n Propylbenzene 137 1031 07 8 Endosulfan Sulfat 137 104 51 8 n Butylbenzene 137 105 67 9 2 4 Dimethylphen 137 106 434 4 Chlorotoluene 137 106 44 5 4 Methylphenol 137 106 46 7 1 4 Dichlorobenze 137 106 47 8 4 Chloroaniline 137 1 2 Dibromoethan 137 107 06 2 1 2 Dichloroethan 137 107 13 1 Acrylonitrile 137 107 21 1 Ethylene Glycol 137 Glyphosate 137 Vinyl Acetate 137 4 Methyl 2 Penta 137 m Chlorotoluene 137 Bis Chloroisoprop 137 1 3 5 Trimethylbe 137 Bromobenzene 137 lt lt lt lt lt lt lt lt lt lt lt lt lt lt lt lt lt lt lt lt Toluene Chlorobenzene Phenol 2 Chloroethyl Vin Pyridine Aroclor 1260 11097 69 1 Aroclor 1254 aride Na treated 4 0 2U1U C Users Texas Steve Documents EarthSoft Client Management Barrick_NA Bar Barrick_NA rvf Fenires 4 6 9011 gt gt gt gt gt gt gt gt gt a P gt gt gt gt gt gt gt gt a a gt a Od ad gt ad ad gt ad Od ad ad dd Figure 4 Reference Values Window showing the list of Referen
15. anual Page 14 Copyright 2010 EarthSoft Inc EarthSeft oa Standalone EDP Load and Append Multiple Data Files When loading data files it is also possible to load multiple data files into the same section of the format file in the same EDP session You can check multiple data files simultaneously in EDP by using the Load and Append utility For example if you receive multiple data files that include Field Sample data you may load all of these files into the Lab_Results section of the format Note that this functionality is only enabled once a data file has already been loaded Using the Load and Append utility appends the new data file to the end of the original data file Clear Tables If you accidentally load a data file into the wrong section you can clear all data rows by right clicking on the section name and selecting Clear Table Alternately if you would like to clear all of the data loaded into all of the sections of the format you may select Clear gt Clear EDD from the data group Loading Excel Data Files When using Excel files with EDP the worksheet must be named with the EDD section s name For example the Excel workbook shown below contains data in the UK_EQEDD The worksheet shown contains data in the Lab_Results format so the worksheet is named accordingly Note the additional worksheets are also named for their respective EDD section Locations Field_Results etc EarthSoft EDP User Manual Page 15 C
16. ce Values Tables Legend i 1 Reference Tables X 2 Reference Values Tab 3 Directory Path to the Current Format EarthSoft EDP User Manual Page 11 Copyright 2010 EarthSoft Inc EarthSe ft Sacer Standalone EDP EarthSoft EDP User Manual Page 12 Copyright 2010 EarthSoft Inc EarthSeft a Standalone EDP Data Files The data files often referred to as Electronic Data Deliverables EDDs are the files that contain the data to be checked The EDDs must be in an electronic tabular format that adheres to the layout and rules specified by the Format File The data file may be a tab delimited txt or comma separated csv file an Excel file xls Access database mdb or a zipped EDD files zip may be loaded Some formats may also be set up to accept an XML formatted dataset Loading Individual Data Files Individual Data files can be loaded into the EQUIS Data Processor First highlight the section to load the data file into and then use one of the following methods 1 Select Open gt EDD from the Application menu OR 2 Right click a section and select Load Data File When multiple sections exist within a given Format File the data file selected is loaded into the currently selected section By default when EDP is opened the first section of the format is highlighted If the users selects File gt Open immediately after opening a format file the data is loaded into
17. e identified using a default blue font It should further be noted that required fields may also reference value fields when this occurs the column header will appear in a red font The default font colors may be modified in the Options Tool in EDP For details on making these modifications see the Options section of this manual EarthSoft EDP User Manual Page 9 Copyright 2010 EarthSoft Inc EarthSe ft eds Standalone EDP An additional tool to assist users is the drop down list that appears when the curser is placed over any Reference Value or Enumeration Value field These drop down lists include the approved reference values from the reference table indicated in the tool tip explained above or from the enum file If an error indicating a Missing Reference Value exists select one of the values from the drop down to resolve the error Reference Value File The Reference Value file specifies what reference values or valid values may be allowed in the data file It is simply a lookup list that says in effect these are the values which you may choose from for a particular field When EDP starts and a Reference Values File is selected the Reference Values tab shows the various tables and values defined within those tables Values displayed are not editable in the Reference Values tab In order to assist clients in loading the appropriate set of reference values for each format users do not have to manually open the refe
18. erra 100456 2009 08 17 00 0410 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 14 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 15 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 16 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 7100456 J Barto UNKNOWN Sierra 100456 17 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 7100456 J Barto UNKNOWN Sierra 100456 18 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 19 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 20 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 21 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 22 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 23 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 24 2009 08 17 00 0C 11 40 00 S200908 1157 SCP 01A 100456 J Barto UNKNOWN Sierra 100456 25 2009 08 17 00 0C 11 40 00 S200908 1157 SCP 01A 100456 J Barto UNKNOWN Sierra 100456 26 2009 08 17 00 0C 11 40 00 S200908 1157 SCP 01A 100456 J Barto UNKNOWN Sierra 7100456 27 2009 08 17 00 00 11 40 00 S200908 1157 SCP 01A 100456 1 Barto UNKNOWN Sierra 100456 28 2009 08 17 00 00 11 40 00 S200908 1157 SCP
19. f EDP may be modified by the user so that EDP e Will not recall the last Format File used e Use a different comment indicator code and e Increase the number of errors that EDP will check when Data Files are initially loaded into EDP If you will not use the same Format File repeatedly there is a preference you can set in the Options menu so the last Format File used is not always opened when EDP starts To set this Option 1 Click the EDP icon then the Options button on the bottom right next to the Exit button 2 On the Options dialog click on General EarthSoft EDP User Manual Page 30 Copyright 2010 EarthSoft Inc EarthSeft ae Standalone EDP The option RecallLastUsedFormatFile is displayed under the Application section The default setting is Yes which indicates the last format file used in EDP will open during the following EDP session This setting may be changed to No to have EDP open to a blank screen each time EDP is launched If RecallLastUsedFormatFile is set to Yes and the specified Format File is not available or cannot be found a warning message is given and you have the opportunity to select a different Format File 9 Appearances Genera CommentIndicator DaysUntilUpdate 0 ErrorThreshold 500 RecallLastUsedForm Yes ShowErrorsColumn False ShowToolTips True Application Figure 16 Option to recall last format opened in EDP Another modification users may want to make is to the comment ro
20. he sample delivery group number as long as that information is separated from the section name by a period For example Lab_Results SDG txt is an acceptable name for loading data EarthSoft EDP User Manual Page 17 Copyright 2010 EarthSoft Inc EDP User Manual Standalone EDP Lo xX e J TR Chem Data 2009 Organize v Include in library Share with Burn New folder Favorites BB Desktop Downloads amp Dropbox E Recent Places J Libraries E Documents Music E Pictures E Videos Homegroup 1 Computer amp Local Disk C DVD RW Drive D A 3 items Figure 6 Zipped file s with Barrick _NA format s section names as individual flat file names Name Date modified Lab_Results bt 3 14 2010 9 33 PM Location txt 3 14 2010 9 30 PM Search TR Chem Data 2009 P m Type Size Text Document Text Document 2 WaterLevel tet 3 14 2010 9 28 PM Text Document NOTE Regardless of whether the user is opening Excel Access or Zipped files notice that the file name xls mdb zip may use any nomenclature but the sheet name for Excel the table name for Access and the individual file name for zipped files must use the EDD format s section names EarthSoft EDP User Manual Copyright 2010 EarthSoft Inc Page 18 EarthSeft pnts in Standalone EDP Finding and Resolving Errors Once a data file has been loaded i
21. ign and Submit EarthSoft EDP User Manual Page 22 Copyright 2010 EarthSoft Inc Sign and Submit m User Name john smith barrick com Password p Facility Bald Mountain X ji Save Figure 10 Sign and Submit Window EarthSoft EDP User Manual Page 23 Copyright 2010 EarthSoft Inc EarthSeft piae ekinti na Standalone EDP Enter your User Name and Password as well as the Facility Code that the data package is submitted Use your User Name and Password and for the appropriate Facility Code This information is used to create a user certificate file that EQuIS Enterprise uses to ensure a valid user is submitting data to the appropriate facility NOTE The Facility Code is extremely important for Enterprise Data Submittals however the data entered into the Facility section of the Sign and Submit tool may be modified by the user as needed 2 Click the Submit button 3 You will be prompted to provide a filename and location where you would like to save the file The Sign and Submit feature will save a Zipped file named with the current date a full stop the Facility Code a full stop and the Format File name used to create the EDDs Example file name 20100406 Bald Mountain Barrick_NA zip The contents of the Zipped file include text files named for the sections of the format file used to create them 4 Click Save Once the zipped EDD Package has been saved the following screen will
22. illing and sampling to automated surface water sampling EDP can check data files quickly and easily You need to know the EQulS format or EDD format that your data resides in what reference values you will use to check the data and if there is an enumeration file associated with your format file There are several EQulS formats included with the EQUIS Data Processor software The appropriate format to use is determined by the type of data to be imported After determining the EDD format you are ready to begin 1 Start Standalone EDP by selecting Programs gt EarthSoft gt EQuIS Data Processor from the Start menu If you are running the EQUIS Data Processor in evaluation mode click the OK button on the EQUIS Data Processor Evaluation screen The EQulS Data Processor will open to the main window EarthSoft EDP User Manual Page 3 Copyright 2010 EarthSoft Inc Y Filter Column s o f Pin Column s Error Summary IE Column Chooser te sys loc code loc_name oc e a surf_elev total_depth latitude longitude easting northing col Field_Parameters WaterLevel E Lab_Results Ld gt E Reference Values Barrick_na C Users Texas Steve Desktop Barrick_NA Barrick_NAxse 104 021 EarthSoft Inc Figure 1 Standalone EDP with the Barrick_NA format open EarthSoft EDP User Manual Page 4 Copyright 2010 EarthSoft Inc EDP User Manual EarthSeft Standalone
23. lace All replaces all items found Export Blank EDD Template xls Many users have their data providers create EDDs using Excel Workbook templates Built into EDP is an easy tool for creating these templates To export blank xls EDD templates 1 From the Tools group select Blank EDD 2 Excel opens and an EDD template is created The template includes the column header colour coding and tool tips described in a previous section Users who create their own custom formats find this tool extremely useful However it should be noted that EarthSoft does not support custom formats therefore custom formats will not be covered in this document EarthSoft EDP User Manual Page 27 Copyright 2010 EarthSoft Inc EarthSeft Export EDD Description EDP User Manual Standalone EDP The EDD Description option allows users to export detailed descriptions of a format This detail includes data types key fields required fields field description and the database mapping To review the descriptions in Excel 1 Select EDD Description from the Tools group 2 Excel opens and the description is displayed If the format contains multiple sections such as the Barrick_NA format a worksheet is created for each section CA dd 9 ly _ B Tahoma Page Layout paste DE U ee Clipboard _ c Font 10 A aw a oh E WW Barrick NA Axis Compatibility Mode Microsoft Excel M bba x Formulas Data Review View ao
24. nto EDP any cell in the data grid that does not satisfy the checking requirements identified in the Format File are highlighted in colors that indicate the type of error Users may obtain additional details about what each error is by holding their curser over the highlighted cell in the data grid For additional information on changing these color codes see the Options section of this manual In addition to denoting the cell and or row in which the error s occur in the grid the line number along the left side of the data grid may also signify any line in which an error has occurred by appearing in bold red text Also you can identify which sections of the formats contain at least one error because they are highlighted in red Notice that all data files that were checked contain errors as the format names are highlighted in red Error Log Reports You can view a summary report of all of the errors in the data files by reviewing the Error Log or Error Summary reports The Error Log Report is a report that can be created to show what line in each section of the format contains exactly what error The Error Log Report maintains EDP s error color coding to make error resolution easier The Error Summary Report may also be created to show a summary of all of the errors in the data files Each row of the Error Summary Report contains the number of rows where the specified error occurred in each section of the format The Summary Report does not main
25. opyright 2010 EarthSoft Inc EDP User Manual Standalone EDP File Home Insert Review View B amp Tahoma 10 A a Ba Page layout Formulas Data a Text R Conditional Formatting Esinset E Ay v Format as Table 3 Delete 7 en lu LEE ES sg 93 E Cell styles HE Format 27 piners selecte Clipboard r Font Alignment a Number m Styles Cells Editing F f 2009 08 17 00 00 00 F2 B c D E F G H 1 sample_date sample_time Sys_Sample_Codisample_desc task_code sampler sample_matrix_cc Lab_Name_Code sample_del 2 2009 08 18 00 0C 09 20 00 S200908 1162 MW 28 100456 J Barto UNKNOWN Sierra 100456 3 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 4 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 5 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 6 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 7 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 8 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 9 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 10 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Sierra 100456 11 2009 08 17 00 0C 10 30 00 S200908 1163 SC PIT 100456 J Barto UNKNOWN Si
26. rence value file Rather each time a user opens a format file EDP looks in the same folder as the format file for a file with the extension RVF the reference value file If a file is present it is opened and used If an RVF file is not located or if there are more than one rvf in the same directory as the Format File then the user is prompted to browse to the appropriate RVF file For example if a user loads the format C Program Files EarthSoft EQuiS Formats Barrick_NA Barrick_NA xse EDP checks the same folder for an RVF file If the file is found it is loaded If not then the user is prompted to open another RVF file of their choice If multiple RVF files exist in the EarthSoft EQuiS Formats Barrick_NA folder the user is prompted to select which RVF file they would like to use This is useful when laboratories and other data providers are supporting multiple clients with different reference values files EarthSoft EDP User Manual Page 10 Copyright 2010 EarthSoft Inc EarthSeft eee Standalone EDP 42 Germantown Fercot 3e Ada Nen ow E Dose g pesantor DO tron 2 la a pion PinColumn s Bs Copy Row s EDDD 8 Column Chooser Setas Comment Row Rows 485 of 485 cas_m chemical_name sort_order analyte_type status_flag organic_yn anl_short_ name ebatch 4 Nitroaniline 137 rt_geologic_unit 100 02 7 4 Nitrophenol 137 rt_location_type 100 414 Ethylbenzene 137 rt_matrix rt_prep
27. right 2010 EarthSoft Inc EarthSeft on i Standalone EDP The step of setting a row as a column header may be skipped if the data file s comment rows include this hash sign prior to being loaded into EDP Line sys sample code sample_name sample_matrix_co sample_type sample_type_ 2 Text 40 Text 3a Text 10 Text 20 Figure 9 Example of Hash Sign Comment Indicator After you identify Comment Rows in the remainder of the data files you can opt whether or not they are displayed 1 Onthe View group locate the option for Comment Rows 2 Click to either place or remove a check in the box next to the Comment Row option 3 If the check is removed the Comment Rows do not display You can always choose to view the Comment Rows by putting the checkmark back 4 Use the Refresh All option from the Data group to refresh the sections if the changes are not reflected Sign and Submit After using the tools outlined above to resolve all of the issues in a set of Data Files the data is ready to be submitted for loading into the EQUIS 5 database The Sign and Submit tool was designed to facilitate submittal of data to EQulS Enterprise EDP Use of the Sign and Submit feature requires a user name and password that may be obtained from the EQUIS Database Administrator To use the Sign and Submit feature after data files have been loaded and all of the errors have been resolved 1 Click the EDP icon and select S
28. ser Manual Page 8 Copyright 2010 EarthSoft Inc EarthSeft ae Standalone EDP Understanding the Format Standard EarthSoft formats were designed with tools that are available to assist users in understanding the format s requirements These tools include tool tips color coded column headers and drop down boxes that enforce reference values In each format file provided by EarthSoft there are tool tips in the column headers To access these tool tips simply hold your mouse over the column headers name Tool tips are used to assist the user in determining which values to populate each field as well as determining which reference value table is used to populate the field Another aid in understanding a format is the color coding used to indicate what each column represents These defaults are suunnan nuva u imo suum g7 nuu upv nuw Alz Le wouneue 4 2 12 LA m irrors Only Pin Column s E EDD Description ze Clear Refresh Sort F HE column Chooser TE Generate Format File View Data Tools Rows 1740 of 1740 Comment Rows sample_matrix_code sample_type_code sample_source parent_samp Figure 3 EDP Tooltip Example e Red Column headers with red font default colour are required fields e Underlined Red Required primary key fields are identified by underlined red font column header Recall that primary key fields are required and must be unique e Blue Reference value fields ar
29. tain the color coding The Error Log and Error Summary Reports are saved as HTML files and open automatically in your default browser Note that the EDD Format File name and version information are also reported in both Error Logs In addition information related to the EDD Data Files User Name and Reference Values File that were used during the error checking process are also listed in both of these logs to facilitate error resolution Users may find it useful that Error Logs and Error Summary Reports may also be opened in Microsoft Excel to allow for additional sorting To do this browse to the saved Error log in Windows Explorer right click on the file name and select Open With then select Microsoft Excel EarthSoft EDP User Manual Page 19 Copyright 2010 EarthSoft Inc EarthSe ft on es Standalone EDP To view the Error Log follow these steps 1 Select the Error Log option from the Error Log group 2 Enter a file name or use the default file name and click Save EDP Error Log User Name Joanna Format Name Facility Task Subfacility LocationParameter DrillActivity Lithology Well WellConstruction WaterLevel WaterTable SoilGas DownholePoi Format Version 1 02 37 EDD File s C Documents and Settings Joanna My Documents aqueous solutions Earthsoft UK Training UKEQEDD Tutorial UK_EQEDD SDG xls Reference Values File C Program Files EarthSoft EQuIS Formats UK_EQEDD UK_EQEDD ruf Run Date 30 0
30. vailable in EDP then users should save their data files frequently during their EDP Session Modifications made to data in EDP may be saved by clicking the EDP icon Z and selecting Save EDD Choose the appropriate file type txt xls etc and enter the file name Column Header Errors You may have noticed that many of the errors in the data files loaded in these exercise are attributed to the two header rows that are contained in each of the data files These two rows contain column header information that is useful to ensure that the correct data populates each column and to check that the appropriate data file was loaded into the correct section of the format You can instruct EDP to ignore any header rows by selecting the header rows in the data grid right click while the rows are highlighted and select Set as Comment Row You will need to complete this step for each section of the format To do this 1 Select the Lab_Result format 2 Highlight the two header rows right click and select Set as Comment Row hi Add New Row DD Copy Row s Will F Set as Comment Row Figure 8 Set as Comment Row The text in the first two rows becomes italicized and includes a hash sign directly before the first letter of the column header The colours of the cells in these rows also change indicating that they are no longer problematic Repeat this step for the remaining loaded files EarthSoft EDP User Manual Page 21 Copy
31. w indicator The default comment row indicator is a hash sign Many users have found that if data is being exported from a Microsoft Access database the hash sign is not a good symbol to use Therefore the comment indicator may be changed To change the comment row indicator 1 Click the EDP icon and then the Options button 2 Click the General folder 3 Enter the desired comment indicator such as a dollar sign 4 Click OK to save this setting EarthSoft EDP User Manual Page 31 Copyright 2010 EarthSoft Inc EarthSeft pent Standalone EDP Appearance The default appearance of Column Headers Errors and Informational Messages may be modified by users to enhance the user experience This functionality is available through the Application menu gt Options button To modify any of these items appearance 1 Click the EDP icon then the Options button 2 Expand the node to the left of Appearances 3 Select an attribute you would like to modify Such as the Reference Value Cell Errors under Errors gt Cell Errors in the Appearance tree located in the left of the Options screen 4 Click in the cell that appears in the right hand portion of the Options window next to BackColour 5 Click on the Down Arrow to display the colours selection options for cell background colours 6 Select a colour 7 Click OK a Appearances Column Headers Key Column Required Column AlphaLevel 0 Lookup Column ECC
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