Overview
Documentation on creating and configuring a map project. This page covers the various aspects of the tool that are customizeable and how to use them.
Customizeable Features
- Map Projects and Map Project Metadata
- Project Scope
- Custom Terminologies
- Customizing the Index Viewer
- Project Specific Algorithm Handlers
- Custom Workflow Paths
- Including custom code in deployment
Creating and Configuring a Map Project
A map project can be created completely from scratch, even in a system that does not have one yet. It can also be created in a way that leverages some of the definitions of other projects. The steps needed are these:
- Creating (or importing) a map project
- Creating metadata to support the project
- Advices
- Principles
- Relations
- Preset age ranges
- Creating users to support the project.
- Specialists
- Leads
- Admins
- Defining scope for the project
- Scope includes concepts
- Scope excludes concepts
- Defining reports and QA checks
- Report definitions
- QA check definitions
- Uploading a map principles document
- Implementing project specific handling
Identifying and Loading Terminologies.
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Loading Legacy Map Record Data
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Release Process
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Other Considerations
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Prerequisites
The Mapping Tool requires an administrative user and at least one project to exist in order to function. If no project exists, either:
- Import a map project (see Map Project Import and Export), or
- Create a new map administrator, which will automatically create a blank project if none exist (see Creating an Administrative User).
Creating new projects requires at least two terminologies to be loaded (i.e. the source and destination terminologies) (see Loading Terminologies).
Basic Configuration
Each step of creating and configuring a project is documented in the following pages
- Creating a New Project
- Adding Metadata to a New Project
- Setting Project Scope
- Choose what terminologies to load and load them (see Loading Terminologies)
- Choose which map records to start with and load or create them (see Map Record Loader and Remover)
- Managing Reports and QA Checks
- Customizing the Index Viewer
- Including custom code
Other Considerations
- Creating Custom Workflow Paths, e.g. implementing Legacy Workflow Path and Consensus Path.
- Automating QA and reporting. See Maintenance and Automations.
- Creating a Custom Release Process
References/Links
- n/a