In Infotools Harmoni, project design is the process of turning raw source data A source is a collection of data that is either in an imported file or a connected data store. Learn more about Data Sources. into a project styled for analysis.
Automated design is applied as a default unless you are using Infotools X-filesInfotools proprietary files read by our legacy Desktop applications. or you specifically unselect it when loading your sources. Automation occurs during the addition of a source.
Once a Project has loaded, the Project Tree The dictionary for the loaded project. will reflect the automated design applied by Infotools Harmoni. From here you can customize your project. Learn more about Interactive Design
In this article
- Activating Automated Design
- Mapping source variables
- Source comparison
1. Activating Automated Design
When a new source is loaded into a project, Infotools Harmoni applies first pass automation. During updates, Infotools Harmoni will automatically assign the project definitions applied to previous sources.
- Choose Upload or Connect.
- browse to the location of your data.
- Select the sources you wish to add to your project by clicking on each source.
- Automation will be on as a default "Run automation on new data sources when updating the project."
- When ready, click the OK button and your new project will be saved and loaded.
2. Mapping source variables
Infotools Harmoni will automatically map source variables into Infotools Harmoni types There are six variable types in Infotools Harmoni: Headings, Axes, Grids, Measures, Weights and Verbatims. Learn more about Infotools Harmoni Variable Types. when data sources contain an inherent dictionary.Meta-data to guide interpretation Learn more about source dictionaries.
- Infotools Harmoni will remember the mapping for the same data source.
- When a new source is added, Infotools Harmoni will automatically use the dictionary mappings applied to the previous source and apply to the new one.
- Any data design steps previously applied in your project will be replicated in your new data source.
3. Source Comparison
Data sources used in a project are compared so both common and uncommon items can be easily identified.
- The color of the icons in the project tree indicates the commonality of items across multiple sources.
- New items will be bold.
- You can also identify new items by applying a filter in the project tree.Learn more about Project Tree filters.
- Source Identification axis is added to the project. It is displayed at the end of the project tree and can be used to filter results to just one of the available data sources that you may be using. The source identification axis can also be used to when creating your own customized constructions.
During first pass automation:
- For standard axes, question labels are cleaned by removing text that is repeated in both the variable name and variable label. Measures and Verbatims will display both the variable name and label.
Example with an SPSS file:
- Label changes manually applied in a project are automatically applied to new sources.
- Label changes manually applied flow through any construction definitions.
During first pass automation:
First pass automation will grid sequential common questions and answers.
- Auto created Grids are added to group related items together.
- Group relationship relies on them appearing sequentially and having a high level of commonality in their element lists.
- After creation of the grids, Infotools Harmoni will then look at the wording of the questions to apply an appropriate label for the grid heading.
- The element set only has a label applied if a previous manual label change has been entered into the system for an element set containing 100% commonality. Otherwise, the default term “Elements” will be used.
- During updates, new items are added to respective grids.
Example with an SPSS file - Sequential and very similar/identical elements.
- Where the automation is not desired, a grid can be split back out into individual axes. You can select the automatically constructed grid and then use the option remove grid under grids in the design menu.
- When removing a grid or items from the grid, you have the option to preserve or revert to the original labels of the items. If you have already done some label changes, you may want to maintain these.
- Once split, standard axes will go back to their original location in the project tree.
On creation of a new project, Infotools Harmoni will scan the source file and create multiple response questions from single response questions in your data. Deconstruct allows you to revert this automation.
During first pass automation:
- Any repeated single response questions with a common label will be automatically merged into a constructed axis. If the axis name is the same, even if the elements lists are different, they'll be combined.
- Multiple response axes are created where items with similar variable labels and common element lists are combined into a single item. If the name is similar, and the element names are the same, they'll be combined.
On creation of a new project, these questions are automatically merged to one multiple response axis. A constructed axis will display in the project tree with the following icon .
- When creating your own customized constructions, constructed definitions are applied to new sources.
Example with an SPSS file - an exact match in the long label name.
Where the automation is not desired, you can select the automatically constructed axis and then use the option deconstruct under construct in the design menu.
This will then return the automatically constructed axis to its original form.
Headings are created during first pass automation to group measures together.
Headings can also be inserted using edit/add heading from the design menu. Learn more.
Hidden and Date flagging is applied to new items with the same label as another item that has previously had a flag.
- Date flags automation occurs across projects within a site.
- Hidden flags automation occurs within a project.