Import data from a spreadsheet


Spreadsheets are a popular way to bring text data and associated metadata into DiscoverText. A few important things to keep in mind:

  • We suggest using a CSV file format for the upload
  • Column headers become the names of metadata fields
  • You can upload more than one column of text data at a time
  • All columns that are not selected as text are available to upload as metadata

To get started, review your spreadsheet to ensure the data is intact and that you have comprehensible column names. Some researchers will also want to remove personally identifiable information (PII) or irrelevant columns. Here is an example of a well-formatted output from survey software:

  1. You can either create a new project or open an existing project. To create a new project, click Project in the Navigation Sidebar, then click Create new project in the Projects Menu (located on the top right), and then enter the New Project Name and click OK. To open an existing project, select a project from the Project list in the Navigation Sidebar.
  2. In the Project Options section (located on the right side), click Import Data.
  3. In the Surveys & Spreadsheets section, click CSV.
  4. Click Browse and then select from the file selection window the file you want to import.
  5. If the file does not have a header row, clear the my spreadsheet has a header row check box.
  6. Click Upload.
  7. Optional: From the Timestamp Column list, select the column to be used as the date.
  8. From the Archive drop down list, select -- select an archive -- to select an existing archive, or select ## (create new archive) ## to create a new archive. If you choose to create a new archive, you will be prompted to enter the New archive name.
  9. From the Title list, click the drop down arrow to select the column containing the data that you want shown above the text item snippets in the list view.
  10. From the Text column, click the drop down arrow to select the column containing the text that you want to analyze. Usually this will be the same column that you selected in the previous step.
  11. To save the column selections, click the Save button (looks like a floppy disk).

  12. Optional: To add another column of text to the same archive, click the small Add another text field button (looks like a plus sign).

  13. Optional: To add data from the same spreadsheet to a different archive, click the large Add another text field button and then repeat steps 8 to 12.

  14. In the Metadata section, review the metadata columns and clear the check boxes for any columns that you want to exclude from the upload.
  15. To perform the upload ingestion process, click Submit.
  16. The system issues a notification that the "Import successfully started".
  17. Depending upon how long it takes, you may see a status message in the Navigation Sidebar as the data is being loaded (ingested).


  18. When the data is fully ingested, you will see a count of the number of Notifications waiting for you to read.

  19. Click Notifications (n), and then select the Data Import and Files tab to read the notification.
  20. When the data has been fully ingested it will appear as a new archive (if you chose to create a new one) or inside an existing archive.



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