WQX Web
User Guide
Version 3.0
March 30, 2020
United States Environmental Protection Agency
Office of Water
1200 Pennsylvania Avenue, NW
Washington, DC 20460
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WQX Web User Guide
Table of Contents
1.0 Glossary 4
2.0 Introduction 13
3.0 WQX Web Overview 14
3.1 What does WQX Web do? 14
3.2 How does WQX Web fit into the big picture? 14
3.3 Overview of WQX Web Security 15
3.4 Understanding the WQX Data Structure 18
3.5 Overview of WQX Web Work Flow 19
3.5.1 Prepare the Data File for Import 20
3.5.2 Create an Import Configuration 21
3.5.3 Import the Data File 21
3.5.4 Resolve Validation Errors 21
3.5.5 Export & Submit the Dataset to CDX 22
3.5.6 Review Downloaded Documents (to determine what happened) 22
3.6 Standard Page Features 23
3.6.1 General Page Features 23
3.6.2 List Page Features 23
3.6.3 Detail Page Features 25
3.6.4 Hybrid Pages 25
4.0 Import Configurations 26
4.1 Creating a New Import Configuration 26
4.1.1 Generated Values (not in your import file) 28
4.1.2 Columns (in your import file) 31
4.1.3 Automatic Padding of HUC Values with Leading Zeroes, If Needed 36
4.1.4 Generating a Column Header List from your Import Configuration 36
4.2 Managing Translations for an Import Column 37
4.2.1 Translations Page Layout 37
4.2.2 Translations can define when certain entities should be discarded 40
4.2.3 Expressions 40
4.2.4 "Copy Translation" button 44
4.3 Viewing/Editing an Import Configuration 44
4.4 Saving or Deleting an Import Configuration 45
4.5 Managing Users' Rights on an Import Configuration 46
4.6 Import Configuration - Advanced Features 47
4.6.1 Consolidated Buttons 47
4.6.2 Elements Pick List Organization 48
4.6.3 Copying one value from your file to more than one element in WQX 48
4.6.4 Generating a Value Conditionally 49
4.6.5 Using Translations to Populate Many Related Elements 51
4.6.6 Using a Data Element Multiple Times in an Import Configuration 54
4.6.7 Special Case: Activity Groups in a file of Activities and Results 56
4.6.8 Attachments 58
4.7 Expert Mode 59
4.7.1 Header-Row Columns 61
4.7.2 Regular Columns 65
4.7.3 Creating an Import Configuration to Support a Crosstab-style Import File 68
5.0 Datasets 72
5.1 Progress Bar 72
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5.2 Icons on the Datasets Page 73
5.3 Message Box on the Dataset Detail Page 73
5.4 Dataset Purpose and Type 75
5.5 Importing Data (Creating a New Dataset) 76
5.6 Importing Data Using a Template 79
5.7 Continuing with an Existing Dataset 81
5.8 Resolving Validation Errors in a Dataset 82
5.9 View Event Log Messages: 83
5.9.1 Resolving Invalid Domain Values 85
5.9.2 Resolving Invalid Formats 86
5.9.3 Resolving Values that Exceed Maximum Length 87
5.9.4 Resolving Required Values that are Missing 88
5.10 Exporting / Submitting a Dataset to CDX 90
5.11 Deleting a Dataset 96
6.0 Viewing the Event Log 96
7.0 Reviewing Data in WQX 97
7.1 Separate Search Criteria and Data Tabs 98
7.2 Searches by Location 99
7.3 Page Navigation in List Pages 101
7.4 More intuitive partial searches (where applicable) 101
7.5 My Datasets (in the staging area) 102
8.0 Setting User Preferences 102
9.0 Changing Your User Information 103
10.0 Administration 104
10.1 Roles 104
10.2 Managing Users 105
10.2.1 Enabling/Disabling a User Account 106
10.3 Managing User Rights to Organizations and Import Configurations 107
10.3.1 Viewing and Changing Rights for a User 107
10.3.2 Viewing and Changing Rights on an Organization 110
10.3.3 Viewing and Changing Rights on an Import Configuration Ill
10.4 Sharing "Template" Import Configurations 112
10.5 Managing Organizations 113
11.0 Managing Lookup Tables 114
11.1 Viewing the values in a lookup table 114
11.2 Downloading the values in a lookup table 115
11.3 Managing Organization-Specific Lookup Tables 117
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1. Glossary
The following is a glossary of some of the acronyms or terms used in this document (and the WQX Web
Application). If a definition includes a term that is also in the glossary, it is displayed like this.
Aero nym/T erm
Definition
Activity
A general term for a field sampling event that produces one or more Result or
Metric. In WOX. an Activity tracks the location, date, and time of the sample or
field measurement, as well as the equipment and methods used to collect,
transport and store the sample.
Activity ID
Each Activity must have its own Activity ID which is used to identify it in the
system. An Activity ID must be unique (within vour Organization"). Accidentally
reusing an Activity ID would result in data being overwritten in the system, so it's
important to follow a standard that guarantees that each Activity ID is unique.
One simple approach to creating your Activity ID is to combine several pieces of
information about your Activity (such as the location, date, and type of activity).
For example, a lab sample collected on 05/04/2013 atthe "BearRiverl"
Monitoring Location might have an ID of "BearRiverl-20130504-L" (where L
represents lab data). Field Measurements & Observations atthe same location
might have an ID of "BearRiverl-20130504-F" (where F represents field data).
If you collect several samples at a location, you might need to include the
"Activity Start Time" (or something else) as part of your Activity ID to make sure
that it is unique.
Activity Group
A collection of Activities that are related to each other. Each Activity Group must
have an ID. a Tvpe and include at least two Activities. The following tvpes are
currently supported:
Field Set: groups all of the field observations, measurements, and samples
collected at a monitoring location on a specific date.
QCSample: groups the samples and their related QC sample(s). For example, you
might group a "Trip Blank" with all the samples from the trip.
Replicate: links a replicate sample with the original sample (that it would be
compared against)
Subsample: groups composites, splits, or subsamples with their respective
parent or related samples.
Attachment
Also known as an Attached Object fin WOX1. This is an external computer file
that is attached to a record in the database. The attachment may be a photo, a
document, a spreadsheet, etc. The following entities allow attachments: Project.
Monitoring Location. Activity, and Result.
A common attachment on a Project might be vour OAPP Document.
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A Monitoring Location or Activity might include a photo of the location.
In locations where vou collect continuous monitoring Results. EPA recommends
that vou create a summary Result fsuch as a 12-hour mean value") and then
provide an attachment with the complete set of result values.
Biological Intent
An indicator of the tvpe of biological results being providing. The following
values are allowed:
"Population Census" is for providing the total number of a species found in
a sample or collection effort.
"Frequency Class" is for providing the number of a speciesthat have
certain attributes. One or more frequency class descriptors and,
optionally, a lower and upper bound determine the class being counted.
o Examples:
ฆ the count of all Adult Males
ฆ the count of those with tumors
ฆ the count of those with a length between 5 and 10 cm
"Group Summary" is for providing summary information about all of a
particular species that were collected.
o For example: The Maximum, Minimum, and Mean Weight of
a particular species of fish.
"Individual" is for reporting measurements for one individual.
"Tissue" is for reporting analysis results of a tissue sample.
"Toxicity" is for reporting the results of toxicity testing on a species.
CDX
[The] Central Data Exchange. EPA's name for their node on the Exchange
Network. Software, like WQX Web. communicates with CDX when it submits data
to EPA and checks on the status of a data submission.
CDX has two types of accounts that can be created:
CDX-Web Account: this account is used to log into the CDX web site and is
required for everv WOX Web User.
NAAS Account: this account is used bv a Node for Node Client") to
communicate directlv with CDX. WOX Web Users do not need a NAAS Account.
The CDX Help Desk can be reached at:
C888") 890-1995 or helpdesk(a) epacdx.net
Characteristic
The WQX element that identifies "what is being measured" in a field or lab result.
This is sometimes called the analvte or parameter name in other svstems.
For example, if you collected a Dissolved Oxygen measurement of 8.27 mg/1 and
then wanted to load this result into WOX Web. then the Characteristic would be
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"Dissolved oxygen (DO)". Also, the Result Value would be "8.27" and the Result
Unit would be "mg/1".
Characteristic Pick
List or Choice List
The list of result values that are allowed for a specific characteristic. Onlv a small
number of characteristics include a "Pick List".
For example, when the characteristic is set to "Turbiditv severitv fchoice listV
the result value must be one of the following:
NONE, MILD, MODERATE, SERIOUS, EXTREME
Most characteristics with a pick list, include "fchoice listV in their name. The
WQX Web "Lookup Tables" page includes a link to the list of "Characteristics with
[a] Pick List" and a link to the "Characteristic Pick List Value [s]" for each of those,
characteristics.
Conducting
Organization
This is the name of the organization that collects a field sample or measurement.
It's useful to understand that there are two organizations that can be referenced
on an activitv record in WOX.
The [WOX] Organization fdefined separatelv). is an official organization created
in the WOX svstem. It's the organization that manages a set of data and submits
it to EPA. When the term "organization" is used, it generallv refers to a WOX
Organization.
In cases where the organization that performs the field work is not the same as
the official WOX Organization, vou are allowed to list one or more "Conducting
Organization" for vour activitv. This might be the name of a contractor or
external group that collected the sample. These organizations do not have
unique IDs and are not validated in any way.
Most smaller organizations do not use the Conducting Organization element,
because they do their own field work.
Context
In WQX Web, context often refers to the bounds within which an identifier must
be unique.
For example, an "Analytical Method Context" is used to identify the organization
that manages a set of Analvtical Methods. This mav be a WOX Organization ("like
"UTAHDWQ") or an external organization (like "IDEXX"). For example, the IDEXX
context includes an Analytical Method ID of "Colilert". This does not prevent the
"UTAHDWQ" context from also having an Analytical Method ID of "Colilert".
When you reference an Analytical Method ID (in an import file, for example) you
must also provide an Analytical Method Context.
Most IDs. however, do not have an explicitlv named "context". Instead, the WOX
Organization is the context for entities that are imported and for some
organization-specific domain values. For all other domain values, the context is
the entire WOX Svstem
Crosstab File
In WOX Web. a crosstab file is a special tvpe of spreadsheet or flat file format
where column headers contain data that relates to all the rows of the file. A
crosstab file is more concise than a standard file, because it avoids some of the
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repetition that occurs in a standard file and typically includes many of the same
tvpe of entities on a single row of the file. For example, vou could include manv
results on a single row (rather than just one). Many crosstab formats are
supported in WQX Web, but the import configurations for them are quite a bit
more difficult to set up.
Here is an example of a
standard file (with one Activity and one Result per row):
Activity ID
Activity Type
Activity Start
Date
Monitoring
Location ID
Characteristic
Result
Unit
A1
Field Msr/Obs
5/4/1999
ML1
Temperature, water
1.5
deg C
A1
Field Msr/Obs
5/4/1999
ML1
Turbidity
-0.21
NTU
A1
Field Msr/Obs
5/4/1999
ML1
DO
6.5
mg/l
A2
Field Msr/Obs
8/8/1999
ML3
Temperature, water
15
deg C
A2
Field Msr/Obs
8/8/1999
ML3
Turbidity
4.3
NTU
A2
Field Msr/Obs
8/8/1999
ML3
DO
12
mg/l
And an example of the e
Results per row):
;quivalent crosstab file (with one Activity and many
Temperature, water
Turbidity
DO
Activity ID
Activity Type
Activity Start
Date
Monitoring
Location ID
deg C
NTU
mg/l
A1
Field Msr/Obs
5/4/1999
ML1
1.5
-0.21
6.5
A2
Field Msr/Obs
8/8/1999
ML3
15
4.3
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CSV
Comma Separated Value. A computer file format for a table where each piece of
information is separated by a comma.
Files in this format can be imported into WQX Web.
Microsoft Excel has a "Save As" menu that allows you to convert your
spreadsheet to other computer file formats. If you choose the "CSV" type, then
your file will be stored in a format where each column is separated by a comma
character and each row is separated by a carriage return character.
Data
In computing data is information that is stored in a format that is convenient to
process.
Data mav come from a probe, a lab. or be hand entered into software. Data is
often stored in a flat file, spreadsheet, or database. The purpose of WOX Web is
to convert this data into the format that is required for WOX.
Data Flow
A named standard for a specific tvpe of data available on the Exchange Network.
Each data flow has a documented format fbased on XML") that must be used when
submitting that tvpe of data to a node. WOX is the onlv data flow that is used bv
the WQX Web application
Dataset
A dataset is a copv of the original data ffrom vour spreadsheet or flat file"! that
has been imported into the WQX Web application. A dataset is temporary and
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only becomes permanent once it has been exported and submitted to CDX (and
receives a status of "Completed at CDX").
A dataset should be deleted once it has been successfully submitted to CDX. If it
is not deleted manually, it will be automatically deleted from the system fafter a
defined expiration period"). This prevents the system from petting overloaded
with temporary data that is no longer used.
Domain Value or
Lookup Value
A value within the list of allowed values for a specific element. Each allowed
value is unique fwithin a certain context"!
For example, "Water" is a domain value for "Activity Media". "Kick Net" is a
domain value for "Sample Collection Equipment".
Domain Value List or
Lookup Table
The list of allowed values for a specific element for domain").
For example, the domain value list for "Activity Media" includes: Air, Sediment,
Soil, Water, etc.
Element or Data
Element
In WQX Web, an element is a piece of information stored in the database.
Examples of data elements are "Latitude", "Longitude", "Project Name" and
"Activity Start Date".
See also: Entitv and Import Configuration.
Entitv
A concept represented by a record in the database.
Projects. Monitoring Locations, and Results are examples of entities.
Each entitv has a set of elements whose values describe it.
For example: each Proiect fentitv") has Proiect ID. Proiect Name, and Proiect
Description felements") whose values describe that specific project.
Entities and Elements are particularly relevant when working with Import
Configurations
EPA
[United States] Environmental Protection Agency
Exchange Network
Short for the National Environmental Information Exchange Network (NEIEN).
The Exchange Network is an Internet-based svstem used bv states, tribes, and
other public/private organizations to securely share environmental data with
one another and the EPA. Partners exchange data using a software application
known as a node. The largest trading partner on the Exchange Network is the
EPA. Their node is known bv the acronvm CDX.
Flat File or Text File
"Flat File" refers to a computer file that is organized into rows and columns. The
term "flat" is used to differentiate it from file formats, like XML. that are
hierarchical. "Text File" refers to a file that is plain text (i.e. no formatting or
styling information, like fonts or colors, is included in the file). These two terms
are often used interchangeably to refer to a file that contains plain text (data) and
just a few specific formatting characters, which are used to mark the columns and
rows in the file.
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These files often use tabs, pipes f |") or tildes C~1 as delimiters fsee Tab-delimited")
and typically their file names end in ".txt". When commas are used as a delimiter,
the files typically end in ".csv" (see CSV).
WOX Web can onlv read flat files, so spreadsheets must be converted to one of
these formats before they can be imported.
M
Index of Biological Integrity (or Index ofBiotic Integrity). An IBI uses the results
of fish assemblage surveys to assess the ecological quality of waters. An IBI Score
is the assessment score for a particular monitoring location on a particular date.
An IBI is one tvpe of index that is supported bv WQX and WQX Web.
ID. Identifier,
or Unique Identifier
A series of letters, numbers and/or other characters that serve as a unique label
for an entitv or concept. In WOX. IDs are not case-sensitive (e.g. "ABC-l" would
be considered identical to "abc-1").
Most entities that vou import have an element that is its ID (e.g. Project ID.
Monitoring Location ID, Activity ID, Activity Group ID, Index ID, and Metric ID).
Manv other elements are constrained to a list of allowed values (i.e. lookup
table), which are referenced bv their ID (although the element mav not include
"ID" in its name). Examples include: Sample Collection Method ID, Metric Type
ID, Characteristic Name, and Result Laboratory Comment Code.
In WOX Web. uniqueness is enforced within a specific context fsee "Context"")
Index
Each occurrence of a biological or habitat assessment record within the system.
For example, if a habitat assessment is performed each year, for 3 years, on each
of 5 monitoring locations, then there will be 15 Index records in the system. Each
one will store the habitat assessment score for a particular monitoring location
on a particular date.
An Index Score is generallv determined bv totaling or averaging a group of Metric
Scores for a particular monitoring location on a particular date.
Index Tvpe
This element describes the tvpe of index being evaluated.
Before an organization can import their [Biological or Habitat] Index data,
they must manually enter their list of Index Types into WQX Web.
For example: Before importing your IBI data, you must first create an Index Type
for vour organization. The Index Tvpe ID could be "IBI" and the Index Tvpe
Name could be "Index ofBiotic Integrity". Each organization can create as many
Index Types as they wish.
Import Configuration
A definition or map for each type of file that is imported into WQX Web.
WQX Web provides a web page where a user can create their own import
configurations. Import Configurations allow you to list each column that you
have in vour import file and map it to data elements that exist in WOX. You can
create (and save) an unlimited number of Import Configurations, and you can
share them with others, as needed. When you import a file into WQX Web, you
must select an import configuration (by its name). This tells WQX Web whattype
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of data you are importing and how it should interpret the data in your file.
WQX Web includes a handful of import configurations that have been created and
shared with all users. There are also some example Excel Spreadsheets that can
create files that match these shared import configurations. These Excel
Spreadsheets are referred to as Templates (see also "Templates"")
If a user relies entirely on templates, then thev do not need to create their own
import configurations. However, creating your own import configurations may
reduce the work needed (in the long run) to get your data imported into WQX
Web.
Metric
Each instance of a quantifiable component used in a biological or habitat
assessment. A Metric has a score and a value (which is optional).
For example: a metric for "Riparian Vegetation Zone Width" may have a value of
"12.5 ft." and a score of "4".
A metric is not required to be, but generally is, part of a biological or habitat
assessment (whose final assessment score is stored in an index record").
For example: the total of all the metric scores for an LBI determines the overall
IBI score.
Like Results, each Metric in WQX must be part of an Activitv. Metrics do not have
a [Unique] ID. Because of this, there is no way to add, update, or delete an
individual Metric via an import file. You must alwavs import an entire Activitv
and all of its Metrics, even when only one metric has changed.
Metric Tvpe
This element describes the tvpe of metric that is being evaluated.
Before an organization can begin importing their Metric data, thev must
first create the list of Metric Types that they will be using.
Examples of habitat metric types are "Riparian Veg Zone Width" and "Bank
Stability".
Examples of biological metric types are "Percent of Tolerant Species" and
"Percent of Hybrids".
Monitoring Location
Also known as a site or station. This is the location (on a water body) where
samples or field measurements and observations are collected.
Before an organization's Activities. Results. Metrics or Indexes can be
imported, their Monitoring Locations List must be imported and submitted
to CDX.
IJpdatine a Monitorins Location will not affect the Activities. Metrics, or Results
below it. However, deleting a Monitorins Location will delete the Activities. Metrics
and Results below it.
NAAS
Network Authentication and Authorization Services. The NAAS is used on the
Exchange Network to validate a user before gaining access to a node.
WQX Web uses a single NAAS Account when it communicates with CDX. so WQX
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Web Users do not need to have their own individual NAAS Account.
Node or Node Client
Software used to send or receive data on the Exchange Network.
Nodes can submit data to, and request data from, other nodes as well as receive
data and respond to requests for data from other nodes. The most significant
node on the Exchange Network is CDX foperated bv the EPA"). A limited node,
known as a Node Client, is built into WQX Web, so that it can submit data to CDX.
Organization
or
WOX Organization
A state, tribe, volunteer monitoring group, or other public/private organization
that manages water monitoring data.
A physical organization may have multiple Organization records in WQX. For
example, a state or tribe may choose to have separate Organizations [in WQX] for
their beach monitoring program and their other monitoring programs. In WQX,
an Organization is the entitv that is the parent of all other entities (e.g. Projects.
Monitoring Locations, Activities, etc.). Each Organization has a unique ID (which
is approved by the EPA). Likewise, a user must be assigned rights to an
Organization before he/she is allowed to import data belonging to it.
Pick List
A list of allowed values.
In the WQX Web Application, a pick list may be displayed in a dropdown list, or a
full-page list (also called the "Pick List"). The user can then select their choice
from the list to complete the input operation.
Probe or Sonde
A water quality monitoring instrument, that may be stationary or may move up
and down a water column, measuring, but not limited to, the following water
characteristics: temperature, conductivity, salinity, dissolved oxygen, pH,
turbidity, and depth
Sonde is French for probe
Project
Typically refers to a water monitoring project with specific objectives and
procedures. However, in WOX Web. a proiect is an entitv created to group
monitoring data for a variety of reasons. A project may represent an actual
monitoring project, a source of funding (or program), or a department or group
within the organization who is interested in a specific set of data.
Before an organization's Activities. Results. Metrics or Indexes can be
imported, their Projects List must be imported and submitted to CDX.
Updating a Proiect will not affect the Activities. Metrics, or Results below it.
However, deletins a Project will delete the Activities. Metrics, and Results below it
(unless the Activitv relates to more than one Proiect).
A Project must include a Project ID, Project Name, and either a Project
Description or Project Attachment foften for the OAPP). Each Activitv in WOX
must be linked to a Project, and can, optionally, be linked to multiple Projects.
QAPP
Quality Assurance Project Plan. Documents the planning, implementation, and
assessment procedures for a particular proiect. as well as anv specific qualitv
assurance and quality control activities. All work performed or funded by EPA,
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that involves the acquisition of environmental data, must have an approved
Quality Assurance Project Plan.
QA/QC
Quality Assurance/Quality Control
Result
This entitv describes the results of a field measurement, sampling event,
observation, or laboratory analysis.
Each result in WOX. must be part of an Activitv. Unlike most other entities in
WQX, Results do not have a Unique ID. Because of this, there is no way to add,
update, or delete an individual Result via an import file. You must always import
an entire Activitv and all of its Results.
Example: You collect five Results from vour multi-parameter probe at a site. You
import and then submit these Results to CDX as part of a single Activitv. You then
discover a correction that needs to be made to one of the Results. To avoid any
data being dropped from WQX, you need to import and resubmit the entire
Activitv including all five Results, rather than just the one result that changed.
Spreadsheet
A computer file for data in tabular form (i.e. rows and columns). Rows are often
referenced with numbers and columns are often referenced with letters. The file
can also include functions, formatting information, charts, comments, etc.
The most common spreadsheet software is Microsoft Excel. Others include
OpenOffice Calc and Google Docs Spreadsheets.
Before a spreadsheet's data can be used by WQX Web, it must be converted to a
simpler, flat file format.
STORET
STOrage and RETrieval [System]. The original name for the software and
database [system], created by the EPA in the late 1960's, to hold ambient water
monitoring data throughout the country. In 1999, EPA created a new system,
Modernized STORET, which it provided freely for organization to manage their
own data. They also created a national database known as the STORET Data
Warehouse. At that time the original STORET system became known as Legacy
STORET. In 2006. EPA released WOX and a few vears later retired the
[Modernized] STORET System.
Today, STORET refers to the STORET Data Warehouse that holds data from the
Modernized STORET Svstem and from WOX.
STORET is also the name for the helpdesk, at the EPA, which supports WQX,
WQX Web and the STORET Data Warehouse. The helpdesk can be reached at:
f8001 424-9067 or STORET(a) epa.gov
System
Another term for a software application (and database). For example, the "WQX
Web" System.
Tab-Delimited File
A computer file format for a table where each piece of information is separated
by a tab character.
Files in this format can be imported into WQX Web.
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Microsoft Excel has a "Save As" menu that allows you to convert your
spreadsheet to other computer file formats. If you choose the "Text (tab
delimited)" type, then your file will be stored in a format where each column is
separated by a tab character and each row is separated by a carriage return
character.
Template
An Excel Spreadsheet that EPA provides to users of WQX Web. Users can enter
their data into one of these spreadsheets and use it to create a file that can be
imported into WQX Web.
WQX Web Templates are just one way to build a data file that can be imported
into WQX Web. WQX Web can import files in a wide variety of formats, but if you
use vour own format, vou will also need to create vour own import configuration
to match it for modifv an existing import configuration").
User
An individual who uses a svstem (i.e. software). Someone with a CDX-Web
Account who has been granted access to the WOX Web Svstem is a WOX Web
User.
A user must provide their login name and password before gaining access to
WOX Web. EPA must grant a user with rights to a specific Organization before
the user is allowed to view, import, or submit data for that Organization.
WQX
Water Oualitv Exchanae. The data flow fat CDX) and the svstem at the EPA which
receives ambient water monitoring data from organizations throughout the
United States. WQX was developed by Gold Systems in 2006. It replaced the
STORET Svstem.
WOX Web
Software created for the EPA, by Gold Systems, to assist users with converting
their electronic data files into the format that is required for WOX.
XML
Extensible Markup Language. A common standard for formatting data for
computer svstems to read. XML is a hierarchical format where child data can be
nested within parent data. This is the basis for all data exchanged on the
Exchange Network fincluding WOX). It is more difficult for humans to create
and/or read than a spreadsheet fsuch as the WOX Web Templates) or a flat file.
WQX Web Users should not generally need to work with XML documents directly.
2. Introduction
The Water Quality Exchange (WQX) has been implemented to support the exchange of ambient water-
quality data between EPA and its partners. WQX version 1.0 supported physical, chemical and fish tissue
results. WQX version 2.0 incorporated biological and habitat data elements into the standard. WQX version
3.0 was designed to further enhance features built into 1.0/2.0.
The WQX data standard is based on XML - a widely supported format for electronic data communication.
Adopting the WQX standard frees a data provider from a dependency on any specific system, such as
STORET, for managing and submitting data to EPA. However, this also means that a data provider must
format their data in compliance with the WQX standard before it can be accepted by the EPA.
In the transition from STORET to WQX (and the Exchange Network), the EPA recognizes that new
challenges have been presented for some of their data providers. In particular, many of the smaller
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WQX Web User Guide
organizations such as the nations' tribes, volunteer monitoring groups, and superfund programs may
need support to produce the XML file required by WQX. Additionally, many of these organizations may
not be familiar with, or have access to, the exchange network node software required to submit WQX files
to the EPA.
WQX Web is a web-based application designed to assist organizations with these specific needs.
3. WQX Web Overview
3.1 What does WQX Web do?
WQX Web is a tool for converting tabular data files (such as data from a spreadsheet) into an XML file
that complies with the WQX Data Standard. WQX Web also interacts with the Central Data Exchange
(CDX), which is the EPA's portal through which all environmental data is expected to flow. WQX Web is
also a data conversion and validation tool, providing support for user-defined file formats and user-
defined translations to WQX domain values for Characteristics, Taxonomic Names, Analytical Methods,
etc.
3.2 How does WQX Web fit into the big picture?
WQX Web integrates into a set of products and services provide by the EPA, as shown in figure 1 below.
This set includes the following items:
i. CDX-Web: This is CDX's web portal, providing access to applications and data flows
within CDX that are accessible via a web browser. Before a user can use WQX Web,
they must first register with CDX-Web, be given an Organization ID and granted access
to the WQX Web application. Once you log into CDX-Web, you will see a link to the
WQX Web application.
ii. WQX Web: The tool that will assist a user in converting a flat file into a WQX-
compatible submission file.
iii. CDX: Central Data Exchange (EPA's Node on the Exchange Network). Once a WQX
Submission File is created in WQX Web, it can be submitted directly to CDX.
iv. WQX: This is the backend system that processes a WQX Submission File and loads it
into the WQX Database. This data is also loaded into the STORET Data Warehouse on a
regular basis.
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WQX Web User Guide
CDZ-Web
* Online
Registration
Login
ฆ Import Spreadsheet Test File
ฆ Apply Defaults & Translations
ฆ Validate & Correct Errors
> Export & Submit to CDX
ซ Check Processing Report
if final status is Tailed*
C'dtuh'tii Dutii
(CDX)
1 XML File
Update WQX Database
Create Processing Report
A.
WQX
Database
With the addition of WQX Web in January 2009, an organization had two options for submitting ambient
water quality monitoring data to the EPA:
1. XML file sent directly to CDX:
This method requires a node on the Exchange Network and the ability to create a WQX-compatible
XML file. This is the method commonly used by states and other large organizations with their own
Information Technology support staff.
2. Tabular data file imported into WQX Web, converted to a WQX-compatible XML file and
then submitted to CDX:
This method requires an Excel spreadsheet or text file (such as a CSV or TXT file created
from products like Microsoft Excel or Access). This is the method anticipated to be used by
smaller organizations without IT support staff or their own Exchange Network Node. Files
that may not initially comply with the WQX standard can be converted to the standard.
3. A third, hybrid option for submitting data to EPA could be to use WQX Web to create a WQX-
compatible submission file, then download the file and submit it CDX via your state or tribe's
node. This maybe appropriate if you have your own node on the Exchange Network, but don't
have the ability to create a WQX-compatible XML File.
3.3 Overview of WQX Web Security
In order to access the WQX Web application, you must log into CDX-Web, as shown in Figure 2 below.
15
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WQX Web User Guide
yy Log In | Central Data Exchange | X +
~ X
-ป c O a cJx/Login ~ o ฉ o B Eป ฉ
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V>EPA
ฆi n United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CD)ฃ Central Data Exchange
Log In
User ID
Password
Show Password
Log In to CDX
Register with CDX | Forgot vour Password? | Forgot vour User ID? | Help
Warning Notice
Warning Notice
In proceeding and accessing U.S. Government information and information systems, you acknowledge that you fully understand and consent to
all of the following:
(Figure 2)
After successfully logging in, you will be placed on the My CDX Page. If you've been granted access to the
WQX Web System, you will see a link to it on the My CDX Page (see figure 3 below).
- - ~ X
yy MyCDX | Central Data Exchange X +
<- -ป C Ct ฎ cdx.epa.gov/CDX/MyCDX ">ฉ000 Q j
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i-i n United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CD)fc Central Data Exchange
| Inbox 11 My Profile 11 Submission History 11 Payment History |
89 Contact Us
Logged in as (Log out)
Services
Manage
Status
~ Prociram Service Name
' Role ~
a
WQX: WQX Web
WQX Web
i i
CDX Service Availability
See the status for all program services
News and Updates
No news/updates.
Add Program Service H Manage Your Program Services
EPA Home Privacy and Security Notice
CDX Help Desk: 888-890-1995 | (970) 494-5500 for International callers
About COX | Frequently Asked Questions | Terms and Conditions | Contact Us
(Figure 3)
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WQX Web User Guide
Clicking on the "WQX Web" link will redirect you to the WQX Web Home Page below:
SEPA
Home Page Setup
Home Page
ฉ
WQX
WATER QUALITY QCCHANGE
Domain Values Import & Submit 3 Review 9 Administrator Help
Welcome!
This tool will assist you with the creation of an XML file compatible with the Water Quality Exchange
The following links will assist you with the most common features of the application:
Edit or Review Domain Values: Review the list of allowed values for a specific domain or add values to
organization-specific lists of domain values.
Create or Edit an Import Configuration: Create a reusable configuration that describes what your import file looks
like and how it maps to WQX data elements.
Import a File: Import a flat file or spreadsheet into a staging area that will be the source for your WQX
Submission File.
continue with an Existing Dataset: Continue where you left off on an existing dataset that was imported into the
staging area and has not yet been submitted to CDX,
(Figure 4]
The following is a summary of the security features in WQX Web:
v. Users: Each user must have an account in the system and must log into CDX Web
with his/her password in order to access the system.
vi. Roles: Each user is assigned to a role which will determine their access rights to
certain pages or features within the system. Roles are not, for the most part, used to
assign rights to data. See "Access Rights" below to understand how users gain access
to data. Most users are assigned the "Standard User" role. There are also roles for
"Administrator", "Support User" and "Training User" which have different access
rights. Administrators are allowed to manage users, organizations and rights to those
organizations. Administrators and Support Users are allowed to view some "admin"
pages in WQX Web that are used to review logs, check on sta tus of transactions, etc.
vii. Access Rights: A user must be granted access to an organization before they can view,
import,or submit data (relating to that organization). A user can be assigned "Read-
Only" rights or "Administrator" rights on an organization. Only an organization
administrator can manage that organization's lookup table values.
viii. Lookup tables: Most lookup tables are read-only and are managed by EPA staff.
However, WQX has a couple of tables (e.g. "Analytical Method" and "Metric Type")
which support organization- specific values as well as EPA managed values. WQX Web
also supports a number of additional lookup tables that do not exist in WQX. These
tables are used to simplify import files by allowing a file to reference a set of related
fields by their ID. For example: A Sample Collection Method in WQX includes the
following fields: Method ID, Context, Name, Qualifier Type, and Description. Rather
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WQX Web User Guide
than repeating all of this information on every sample in the import file, once you set
up the Sample Collection Method in WQX Web's lookup table, you can reference it in
your import file by its ID and all the details will be automatically inserted into your
submission file when you export it. The WQX tables, Analytical Method and Metric
Type work similarly. However, you must reference the ID and Context in your import
> file to identify one of these.
ix. Import Configurations: An import configuration is used to describe what an import
file looks like. You can create as many import configurations as you like. By default, the
importconfiguration is only accessible by the user who created it. However, you can
assign rights to any additional users. You can also restrict access to be "Read-only", if
you wish to allow someone to use it or create copies of it, but not be able to modify it.
x. Datasets: a collection of data that has been imported for an organization is accessible
by anyone who has been granted at least "read-only" rights to the organization.
3.4 Understanding the WQX Data Structure
To fully understand how to use WQX Web, it is necessary to first understand the types of data WQX
supports and how they relate to one another. Below is a simplified model of the entities and elements
that exist in WQX (as well as the relationships between them).
Project
Project ID
Project Name
Project Description
Cx
&
Monitoring Location
Monitoring Location ID
Monitoring Location Name
Monitoring Location Type
HUC-8
Latitude
Longitude
y-o<
Monitoring Location Weight
Category Name
Reference Location Type
Weighting Factor Measure
Activity
_2_
Index
Index ID
Index Type
Index Score
Monitoring Location ID
-H-
Activity ID
Activity Type
Activity Media
Activity Start Date
Activity Depth/Height Measure
Sample Collection Method ID
Sample Collection Equipment Name
Sample Transport Storage Description
I
H-CK
I
Activity Group
Activity Group ID
Activity Group Name
Activity Group Type
OS
--CX
Result
Characteristic Name
Result Sample Fraction
Result Detection Condition
Result Value
Result Unit
Result Status ID
Biological Intent
Subject Taxonomic Name
Sample Tissue Anatomy
Result Analytical Method ID
Laboratory Name
-H-CX
n-oe
Metric
Metric Type ID
Metric Value
Metric Unit
Metric Score
Index ID
Result Detection Limit
Detection Limit Type
Detection Limit Value
Detection Limit Unit
Result Lab Sample Preparation
Lab Sample Preparation Method ID
Preparation Start Date
Preparation Start Time
Substance Dilution Factor
See Section 1 for a description of each of the entities (i.e. boxes) in the model above.
A box of related elements is known as an "entity". Lines connecting boxes represent relationships
between entities. A three-pronged symbol (known as a crow's foot) on one end of a line, indicates that
the entity on the other end of the line can relate to more than one of the entities with the crow's foot. For
example, an Activity (e.g. a water sample) can relate to more than one [Lab] Result and a Result can have
more than one Result Detection Limit.
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3.5 Overview of WQX Web Workflow
The diagram below outlines the basic workflow for importing a data file into WQX Web and submitting it
to CDX (for final processing).
Start
i
3.5.1
Prepare the Data
File for Import
Data File
. Q (CSV or TXT)
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WQX Web User Guide
No
3.5.1 Prepare the Data File for Import
The user gathers their water quality monitoring data into a series of Excel spreadsheets or text files that
are organized into rows and columns, with the columns delimited by a character such as a comma or a
tab. Microsoft Excel supports comma and tab-delimited files from its "Save As" menu. This is convenient
for hand-entered data that is already in a spreadsheet. Lab data or probe data is often in a format
supported by WQX Web. However, you may need to load it into a spreadsheet to do clean up or to add
additional values required by WQX.
The following types of import files are supported by WQX Web:
Projects
Monitoring Locations
Monitoring Location Weights
Biological/Habitat Indices
Activities and Results
Activities and Metrics
Activity Groups
IDs for Projects to be Deleted
IDs for Monitoring Locations to be Deleted
IDs for Biological/Habitat Indices to be Deleted
IDs for Activities to be Deleted
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WQX Web User Guide
IDs for Activity Groups to be Deleted
3.5.2 Create an Import Configuration
Before importing a file, a matching import configuration must be defined. An import configuration
describes the columns in your import file and maps them to data elements in WQX. You can provide
default values for elements that may not have a value or that are not included in the file. Additionally,
you can define translations to convert values in your files to valid values in WQX. You may leverage
existing import configurations that have been shared with you (if you belong to a group that follows a
standard format for your import files), or you can create import configurations from scratch to match
your own proprietary file format.
3.5.3 Import the Data File
To import a file, you will need to indicate the import configuration that describes your import file format.
Then browse to your file and begin the import process. As the file is being processed, the system will load
your data into a temporary table in the database. This will be called a "Dataset" by the system. The
system will also log any warnings or errors that it encounters into an "Event Log". Once the import has
completed, a "Dataset Summary Page" will display the following:
the number of valid and invalid records
the number of each type of validation error and, in some cases, a link to a page where that type of
error can be corrected.
a link to the Event Log where you can review all errors and warnings encountered while
processing the file.
3.5.4 Resolve Validation Errors
There are two approaches to resolving errors with your import file (or dataset).
1. Review the errors in the event log, modify the original data file, then reimport the file.
2. Use "Resolution Pages" to fix errors in the dataset and then revalidate the changes.
3.5.4.1
a) Review the Event Log
The Event Log lists the messages, warnings, and errors that occurred with your file while it was being
processed. The page can provide a list of each individual error (and the row it occurred on) or a summary of
each error (with the number of times it occurred). You can also export the log if you wish to review it offline.
b) Modify the Original Data File to Fix Errors
Using the list of errors from the Event Log, you can then correct your original data file, using a tool like
Microsoft Excel, and then reimport your file to confirm that all of the errors have been corrected.
3.5.4.2
a) Use Resolution Pages to Fix Errors in the Dataset
An alternative to correcting your import file, is to make corrections to your imported dataset within WQX
Web. You can click on the links next to a specific type of validation error to navigate to a page where you
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WQX Web User Guide
can resolve the error. For example, if a value from your import file did not match a valid domain value in
WQX, a resolution page will let you correct the value, by picking a valid value from a list, and, if you wish,
create a translation so you will not have to make the same correction in the future (which can be a big
time-saver). Not all validation errors can be corrected. If an error is one of these "other" errors, which
only show up in the Event Log, then you may be required to correct your original file and then re-import
it (as explained previously).
b) Revalidated Changes
When any changes have been made to your dataset, it must be revalidated. This is done, after all changes
have been completed, by clicking on the "Revalidate Changes" button (on the Dataset Summary Page).
When the button is clicked, all rules will be rechecked against your modified dataset to determine what
validation rules, if any, are still broken. The Dataset Summary Page will then provide updated counts of
the number of validation errors that originally occurred and the number that are still unresolved.
3.5.5 Export & Submit the Dataset to CDX
Once the validation errors have been resolved, you should export and submit your data file to CDX to make
the data final. Technically, you are allowed to submit your data when there are still unresolved validation
errors, but any invalid records will be excluded. It is strongly recommended to submit your data only after
all your validation errors have been resolved to avoid data gaps or other potential issues with your
submission file. Once your data has been exported from WQX Web, the Dataset Summary Page will provide
a link to the submission file that was created and then the file will be submitted to CDX. CDX will then
validate that the file is in the correct XML format and the send the file to the backend WQX System, which
will load it into the official WQX Database. While the file is being processed by CDX and WQX, your dataset
status will be "Processing at CDX". For large submission files, this could take more than an hour to process.
WQX Web doesn't currently have access to the progress on this step (at CDX and WQX), so it just displays a
fixed "% Complete" (e.g. "60% complete") until it receives notification that the file has completed
processing by the WQX System. At that point your dataset's status will change to reflect the final outcome
by WQX. If the file was processed without any errors, which should generally be the case, then the dataset's
status will change to "Completed at CDX". In this case, no further steps are required. Otherwise, the status
will change to "Failed at CDX".
3.5.6 Review Downloaded Documents (to determine what happened)
WQX Web should have checked all the WQX rules before sending your file to CDX (and WQX), so it
should be rare for a submission to fail. When the final status of your dataset is "Failed at CDX", then
you should review the documents that were downloaded from CDX, to try to determine what
happened.
There are two files to review:
ValidationResults.xml: this file indicates whether the submission file was formatted correctly
and was considered valid by CDX before it passed the file to the backend WQX System to be
loaded.
ProcessingReport.xml: this is the processing report created by WQX when it attempted to load
your submission file. There are two ways to view this report: As XML or as a web report (in the
browser). Generally, the web report is much simpler to read (although it only provides a summary
of the errors).
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WQX Web User Guide
3.5.6.1 Contact the Help Desk
If, after reviewing these files, it appears that an error occurred at CDX or in the WQX System, then you
should contact the WQX/STORET Help Desk for further assistance. You can do this by sending an email
to storet(a)epa.gov. You should provide them with the Dataset ID # and the error message from the
downloaded file.
3.6 Standard Page Features
There are many features within WQX Web that are common to all pages or to a group of pages. These
sections describe those common features.
3.6.1 General Page Features
All dates in the system will be formatted as "MM-DD-YYYY".
Pages are designed for screens that are least 1,280 pixels wide (the size of a typical modern laptop).
A navigation menu bar will be available at the top of the page to facilitate navigation to higher-level
pages in a hierarchy (see below):
Home Page Setup E
Domain Values
Import St Submit
Review E
Administrator^
HclpE
Each page will have links at the top via the help menu to access the WQX Home page, view the user
guide documentation or contact the WQX Support. Note: these links navigate out of the application.
Each help menu item will open as a new tab or new page (see below):
Glossary of Terms
Getting Started (WQX/STORET)
User Guide
Web Services Guide
WQX Web Template Import Files
About WQX Web
The "Logout" button is a special case that deserves some explanation. When you click the link,
your session will be closed, and you will return to the Login Page at CDX. This is a good practice
when you are done using the application because it frees up resources that are used by your
application session
Also, the Logout link will display the time remaining before you will be automatically
logged out (due to inactivity). The time is refreshed every 5 minutes. Any time you perform
an action that causes a page to be accessed, the time will reset to its default(45 minutes).
3.6.2 List Page Features
All pages whose purpose is to display a list/table of data will have the following standard features:
Tables will display a user-specified number of rows (e.g. 500) as defined in your user preferences.
Row numbers will be displayed to indicate what portion of the total rows you are viewing (e.g. Row 1
- 500 of 29072).
Arrows are available at the bottom left hand corner for paging through the list (when there are
more than one page of data)
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WQX Web User Guide
Column headings can be clicked to sort the list by the selected column. One click will sort in
ascending order. A second click will sort in descending order. A third click will turn off the
sorting for that column.
The page will only display data which you have been granted access to.
Return button - Returns you to the previous page or the page above it in the hierarchy and saves any
work done on the current page you are on.
Cancel button - Returns you to the previous page or the page above it in the hierarchy without saving
any work done on the current page you are on.
Save button - Saves your work and keeps you on the same page.
Add New button - Initiates the process of creating a new record for the type of list you are viewing (in
most cases this takes you to a detail page where you can add a new record).
Pages with search criteria may also include the following:
Search button - this will initiate the query and return the results to the page.
Clear search criteria button - this will clear the search criteria and previous results.
Search Criteria - the following types of controls are used for search criteria:
o Dropdown List (see example below)
Organization ID:
WQXTEST ~ Test Organization sup
The dropdown provides you a list of allowed values for the criteria. If there is a blank row in the list,
then the criteria is optional.
o Link (see example below)
| Characteristic: {none)
Click the link "{none}" to view a full-page list of allowed values. Some lists (like Taxon or Characteristic may
include search criteria to find the value you are looking for). If so, enter a partial name and click the Show
Values button.
lis is a list of required values that were not provided in your import file. Provide a value for each one and then save your chan
Column Row
Element
Value
Al 5th Sheet, Row 19
Subject Taxonomic Name
(None)
I
i*
Taxon Name (contains):* [salmon
Search | | Cancel |
TAXON
Taxon Name (contains):* | salmon
i Search i i Cancel |
(none!
Americorophium salmonis
Arctopora salmon
Conocara salmoneum
Ericara salmonea^retired^use Conocara salmoneum
Ericara salmoneum*"**retired***use Conocara salmoneum
Prionotus salmonicQlor***retired***use Prionotus rubio
Salmonidae
Salmoniformes
Salmonoidei***retired***use Salmoniformes
Trachipterus rexsalmonorum***retired***use Trachipterus altivelis
Species
Species
Species
Species
Species
Species
Family
Order
Subfamily
Order
Species
Not Assigned
Not Assigned
Not Assigned
Not Assigned
Not Assigned
Not Assigned
Not Assigned
Not Assigned
Not Assigned
Not Assigned
Not Assigned
Accepted
Accepted
Accepted
Deprecated
Deprecated
Deprecated
Accepted
Accepted
Accepted
Deprecated
Deprecated
Then click the value you are interested in to select it.
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WQX Web User Guide
A value of {none} indicates the criteria should be ignored
o Date (see example below)
Activity Date (min):
m
You may enter a date in the box (with the keyboard) or click on the calendar icon to view a calendar,
where you can select a date.
If there is a date range for criteria
entering just a beginning date, will find all values on or after that date
entering just an end date will find all values before or on that date
entering both dates will find a value between (and including) those
dates.
Text Box (see example below)
Activity ID:
Sampling Component:
Biological Intent(s):
Characteristic:
Contains ~
Equals
Starts With
Ends With
~
Contains
Utilize the drop-down menu in front of the text box to select if your text "equals", "starts with", "ends with" or
"contains" the value you are searching for.
3.6.3 Detail Page Features
All pages whose purpose is to serve as a form for viewing and editing records will have the following
standard features:
The Save button - will validate the data that has changed and then save any changes made to data in
the form and then refresh the page. If validation errors are found, the record will be redisplayed (and
not saved) and the errors messages will be listed on the page. On exception exists: The Import
Configuration Page will save your changes and mark the record invalid if there are validation errors,
so you can return and correct them later.
The Return button - will save your changes (if any) and will return you to the previous page, as long
as there were no errors while saving.
The Cancel button - will abort any changes made to data on the page since the data was last saved (or
since it was retrieved) and then return you to the previous page.
The Delete button - will delete the record displayed on the page. The system will prompt you for
confirmation before the record is deleted.
An asterisk at the end of a field label will indicate that the field is always required. However, some
fields will be conditionally required based on the existence/non-existence of other values and will not
necessarily have an asterisk on their label. The system will notify you of these conditionally required
fields when you save the record.
3.6.4 Hybrid Pages
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WQX Web User Guide
Organization-specific lookup tables are hybrid pages that share most of the features of list pages and
detail pages. See section 11 Managing Lookup Tables for more details.
4. Import Configurations
Before proceeding, it is useful to have a basic understanding of the WQX data model. See Section 3.4 for a
simplified model of the data elements that exist in WQX.
WQX Web provides a way for a user to import data that are commonly stored in spreadsheets or text files
and send that data to the WQX System. The way that you tell the system how it should interpret your
import file is with an "Import Configuration". Import Configurations allow you to list each column that
you have in your import file and map it to data elements that exist in WQX. You can create (and save) an
unlimited number of Import Configurations, and you can share them with others, as needed.
Only certain combinations of entities (from the model above) can be imported in an individual import
file. For example, Project data must be imported separately from Monitoring Location data. However,
Activities, Activity Groups, Results, Result Detection Limit, and Result Lab Sample Preparation data can
all be included in a single import file. The following types of imports (and Import Configurations) are
supported by the system:
Projects
Monitoring Locations
Monitoring Location Weights
Biological/Habitat Indexes
Activities and Results
This includes: Activities, Activity Groups, Results, Result Detection Limits, and Result Lab Sample
Preparation
Activities and Metrics
This includes: Activities, Activity Groups, and Metrics
Activity Groups
There are three methods for creating an Import Configuration:
Create a new import configuration from scratch.
Copy an existing import configuration or template.
Create an import configuration from a saved file.
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4,1 Creating a New Import Configuration
Click on the "Import Configurations" link on the navigation panel to display the Import Configurations
List Page,
Import Configurations
Search I Clear Search Criteria I Add New
Search Criteria Configurations
ID .
Type
Name
Default Organization
Owner
3129
Projects
Import Projects
MIAMITRIBEOFOKLAHO
Heather Renee Webb
3130
Monitoring Locations
Import Monitorina Locations
MIAMITRIBEOFOKLAHO
Heather Renee Webb
3131
Results & Activities
Import Results
MIAMITRIBEOFOKLAHO
Heather Renee Webb
3132
Results & Activities
R1QDUWAMISH ActivitvResults 3
R1QDUWAMISH
Matt Gubitosa
3133
Monitoring Locations
MFA Import Monitorina Locations
MAULFOSTER.WQX
Andrew Rtddell
3136
Results & Activities
MFA IMPORT RESULTS
MAULFOSTER_WQX
Andrew Rid dell
3137
Projects
MFA Import Projects
MAULFOSTER_WQX
Andrew Riddell
3138
Monitoring Locations
PAUMA MONITORING LOCATION
PAUMATRIBE
Mark Robe
3139
Results & Activities
PAUMA RESULTS
PAUMATRIBE
Mark Robe
3140
Results & Activities
PAUMA RESULTS
PAUMATRIBE
Mark Robe
3142
Results & Activities
Dec!MPORT RESULTS Confiauration
THCOENVHWA.WQX
Cathy Hansen ,
H || < 1 (T 3 4 5 6
7 EH
3260 items in 7 pages
Click the "Add New" button.
The New Import Configuration Page will display.
Select which method to use to create a new import configuration,
o From Scratch
Choose the "from scratch" radio button and then select the import configuration type from the drop-down
menu. Then click "continue" to build your configuration.
Add New Import Configuration
Continue I Cancel
Create:
'ฉ from scratch
O from an existing configuration or template
' D from a configuration file
Type:
o From an existing configuration or template
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Choose the "from an existing configuration or template" radio button and then select the import
configuration type from the drop-down menu.
Add New Import Configuration
Continue I Cancel
Create:
O from scratch
W from an existing configuration or template
O from a configuration file
Type:
Then select the configuration to copy. If you wish to also copy the translations from that import configuration,
select the "Copy Translations" checkbox before clicking "Continue."
ew import configuration
Continue
I Cancel
Create:
J from scratch
ฐ from an existing configuration or template
D from a configuration file
Type:
[V] Copy Translations
o From a configuration file
Choose the "from a configuration file" radio button. If you have previously saved an import
configuration (as a file), then you can click the Browse button and select an import configuration file.
Then click "continue".
Add New Import Configuration
Continue I Cancel
Create:
O from scratch
O from an existing configuration or template
ฎ' from a configuration file
Configuration File:
Choose File Results - Crosstab New.cfg
ฆcfg
4.1.1 Import Configuration Detail Information and Generated Values (not in your import file)
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Import Configuration Detail Information
Now you can modify the import configuration to match your import file.
Name: This is the name that will be displayed on all other pages, when you select an import configuration.
Description: This is optional if you wish to provide more information about the use of this import configuration.
Column Delimiter: This is the character you will use in your import file to designate the start of each new column. You
can choose from a comma, tab, tilde, or pipe character. A tab or comma are most commonly used, since Microsoft Excel
can save a spreadsheet as a "tab-delimited (*.txt)" file or a "CSV (*.csv)" file (comma-separated value).
Generated Values
This section of the page is for managing data elements whose values will be generated by the system.
This is useful for an element that is not included in your import file and whose value will be the same for
every row of the file.
New import configurations include one generated element by default: "Organization ID". Since only one
Organization ID is allowed per file, it's simpler to generate the value for Organization ID (for each record),
rather than having to provide the same value on every row of your file.
To Add a Generated Value...
Click the Pick List button ^ to display a list of data elements.
*Note: the list of data elements will differ depending on the type of import configuration you are building.
Generated Values (not in your import file):
Entity
|;^] Organization
Organization ID
Q Elements
~ X
| + || - || OK || Cancel || No Generated Values i
-dฆ" Organization
/_ Organization ID
Project
Project Description
Project ID
Project Name
QAPP Approval Agency Name
QAPP Approved Indicator
Sampling Design Type
d Project Attachment
. Project Attachment File Name
Project Attachment Type
When you check the box next to an element in the list and click the OK button, the system will add that
element to the table of Generated Values.
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In the example below we added the elements Activity Comment and Project ID
Import Configuration
Return I Save I Save As I Save To File I Cancel I Delete I Change User Rights I Options I Show Columns as Numbers
Type:
Owner
Description:
File Type:*
Results & Activities
Kevin Christian Change Owner
Import REGULAR Results
Physical/Chemical of Activity and Results
Microsoft Excel (xlsx)
Worksheet(s) to Import: 5th
(note: the "1st" worksheet is the left-most tab of the Excel Workbook)
This is a template (shared with all users)
Generated Values (not in your import file):
Entity
Element
Value
Format
Organization
Organization ID
(none!
Activity
Activity Comment
Activity Project
Project ID
.{none}
Likewise, if you uncheckthe box next to an element in the list and click the OK button, then the element
will be removed.
Each generated value [row] includes an Entity [name]. Element [name]. Default Value, and, if appropriate,
a Format. The Default Value will be displayed as a link or in a text box:
Link: If the element is constrained by a list of allowed values, then it will be displayed as a link. In
the example above, links are displayed for Organization ID and Project ID. Links display "{none}"
when no value has been set. When you click the link, a list of allowed values will be displayed. If
the list is large, you may also be presented with criteria to find the value you are interested in. For
example: clicking on the link for Project ID will display the following:
H PROJECT X
I Organization? | WQXTEST " |
I Project ID (contains): [1 ]
Search j Cancel
Once you've entered the Organization [ID], and clicked the Show Values button, the list of
matching Projects will be displayed:
jp PROJECT
I Organization:*
13
I Project ID (contains): 1
1
I Search | Cancel i
Project ID
Name
I {none}
0010958
R6 Gold King Mine
I 011
Laboratory - 011
I 1
River Watch
1024
Miscellaneous ODOT Data Supplied to Ohio EPA
103-93418
Gay Mine
1032
Reference Data - Resampled
I 1050
Invalid Samples
1056
1056 Project
1 106 CWA
CWA
106 WQ
Water Quality Study
106SPARKILL 2015
Sparkill 2015 106 Grant
I 1085
Walhonding River/Muskingum River Tributaries 2010
1 .no->
<|
~
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Click the link for the desired Project ID, and that value will now be displayed as the Default Value
in your import configuration.
Generated Values {not in your import file):
Entity
Element
Value
Format
Organization
Organization ID
.{none}
Activity
Activity Comment
ฆ1
I
Activity Project
Project ID
1024
Text Box: If the generated element is not constrained by a list of values, its default value will be
displayed in a text box. In this example, Activity Comment's default value is in a text box. The text
box allows any value you wish to enter.
Note: Although generated values must have a value when you import a file, it is not mandatory to set
their value in your import configuration. You are given another opportunity to set generated values
each time you import a file. See Section 5.2 for more details.
For example, suppose you have a policy of creating data files for each project that you have. You don't
want to include the Project ID on every row of your file because it's always the same (within a file), so
you set up Project ID as a generated value. Because the value will be different for each import file, you
don't set a default value for Project ID in your import configuration. In this case, each time you import
a new file you will be asked to provide the Project ID for that import file.
If you had the policy described above, but one particular Project ID was used most of the time, then
you might choose to set the Project ID in the import configuration. You will still be allowed to
override the default value each time you import a new file.
If you have no generated values in your file...
Hh
Click the Pick List button 1 to display a list of data elements.
Then select the option for "No Generated Values".
] Elements
+ - OK Cancel No Generated Values
4.1.2 Columns (in your import file)
This section of the page is used to map the columns in your import file to data elements in WQX.
For a new import configuration, you are provided with an initial set of columns and elements that are
commonly used.
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Import Configuration
Return | Save
I
Save As | Save To File ]
Cancel | Delete | Options | Show Columns as
Columns (in your import file)
Column Entity
Element
User Supplied Element Name
Format
U When Column...
Then Use These Values | ^Translations
x#a
E
w | Activity
Activity ID
0 Edit
X + ป
E
^ | Activity
Activity Type
Q Edit
E
Activity
Activity Media Name
0 Edit
x+a
E
*"] Activity
Activity Start Date
1
0 Edit
K + l
E
Activity Project
Project ID
otdii
x+i!
E
w | Activity
Monitoring Location ID
oidii
x+i
E
^ | Activity
Sample Collection Method ID
0 Edit
x*a
E
Activity
Sample Collection Equipment Name
0 Edit
x+l!
E
Result
Result Detection Condition
0 Edit
x+a
E
w\ Result
Characteristic Name
OMU
x+i
E
^ | Result
Method Speciation
oฃdii
x+l
E
^ | Result
Result Sample Fraction
OMi
x+a
|~m~
Result
Result Value
0 Edit
x+a
E
Result
Result Unit
0 Edit
Each row in the table (above) represents a column in your import file and describes how that column
maps to one or more elements in WQX.
Each row has the following features,
"Remove": click this link to remove a row (i.e. import column).
Column: this represents the column's position in your import file. Depending on the value in
your user preferences, the position will be represented by a number (1, 2, 3...) or a letter (A,B,
C,.,). Likewise, you can temporarily toggle this setting by clicking on the "Show Columns as
Numbers" or "Show Column as Letters" link.
Change User Rights
Show Columns as Numbers
If you typically view your import file using a tool like Microsoft Excel, then letters may be
preferred (to numbers) because Excel uses letters for each column in a spreadsheet.
If you wish to change a column's position, select a new value from the dropdown list.
Columns (in your import file)
Activity ID
Activity Type
Activity Media Name
Activity Start Date
X#
X#
X#
X#
m a
m c
:=1 D
Activity
Activity
Activity
Activity
Activity Type
Activity Media Name
Activity ID
Activity Start Date
After the new position is selected, the column positions update accordingly (i.e. "Activity ID"
moves from Column A to Column C, in this example).
"Pick": Click this button to pick/change the data element(s) that are mapped to an import
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column
Clicking the pick button will allow you to change the element you are mapping to a certain row by checking a new item
and unchecking your current item. OR you can select to map multiple elements to a single column (see "add" for more
information on this tool)
If^l Elements ~ X
+
OK Cancel Ignore Column
Map selected elements to a single column
ql Activity
Activity Bottom Depth/Height Measure
Activity Bottom Depth/Height Unit
1 Activity Comment
I
Activity Depth Altitude Reference Point
J Activity Depth/Height Measure
Activity Depth/Height Unit
l i
Activity End Date
i 1
1 Activity End Time
O Activity End Time Zone
] Activity Horizontal Accuracy Measure
1":
"Add": Click this button to add another column to be mapped into you import column
After clicking this button a list of elements will display
Elements
~ X
- 1 OK Cancel Ignore Column Map selected elements to a single column
Activity
[ J Activity Bottom Depth/Height Measure
rj Activity Bottom Depth/Height Unit
rj Activity Comment
! Activity Depth Altitude Reference Point
0 Activity Depth/Height Measure
Q Activity Depth/Height Unit
r] Activity End Date
r] Activity End Time
PI Activity End Time Zone
1 Activity Horizontal Accuracy Measure
O Activity Horizontal Accuracy Unit
0 Activity Horizontal Collection Method
T ] Activity Horizontal Reference Datum
111 Activity ID
1 Activity ID User Supplied
r] Activity Latitude
;' ] Activity Location Description Text
Elements are grouped by the entity they belong to. For example, Activity-level elements and
Result-level elements are group separately.
Select one or more elements that you wish to add. The order you select them in is not important
at this time...
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k l3' Result Taxon
ment
[VI Taxon Cell Form
ฆJ Taxon Cell Shape
I I
[V] Taxon Citation ID
After you click the OK button, the elements will be added to your import configuration.
Result Taxon Taxon Cell Form
You are allowed to map more than one data element to a single import column. To do this, you
need to check the checkbox at the top of the list (titled "Map selected elements to [a] single
column").
~ x
imn Map selected elements to a single column
See Section 4,6 (Advanced Features) for more information.
You are also allowed to have a column mapped to no elements. This tells the system to ignore the
column in that position in your import file. A quicker way to do this is to click the "Ignore Column"
button on the Elements Pick List
~1 Elements
| + || - 11 OK 11 Cancel |
Ignore Column
Map selected elements to
1 3" Activity
and then the column will be ignored.
{Ignore Column}
Entity: This shows the name of the entity that an element belongs to. If a column is not mapped
to any elements, then "{Ignore Column}" will be displayed (which means this column in your
import file will be ignored).
Element: This shows the name of the data element(s) that are mapped to a specific import
column.
User Supplied Element Name: This text box allows the user to enter an additional
descriptor name for this row. This could be useful if the header names in your file differ
from the WQX element name
Format: For the system to know how to interpret certain types of data in your import file, a
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format may need to be selected. The system requires that you indicate the format you plan to use
for the following types of data; dates, times, latitude, longitude, and yes/no fields. For example:
below we have indicated that our Activity Start Date will be formatted as "MM/DD/YYYY" (e.g.
05/04/2013, 05-04-2013, or 05.04.2013)
ujiumife u>< yuui impuii iiiu;
Column Entity Element User Supplied Element Name Format
| g) [a Activity Activity Start Date [ MM/DD/YYYY w |
Although the concept of a Default Value has been removed from an Import Configuration, the equivalent
translations are still displayed on the Import Configuration Page. The "Default Value" column of WQX
Web 2.5 has been replaced with two new columns:
Columns (in your import file)
Column
Entity
Element
Format
When Column...
Then Use These Values
Translations
*+a
lA
'1
{Ignore Column}
lB
H
Activity
Activity Type
0 J&iS
|c
H
Activity
Activity Media Name
Is Blank
Water
1 Edit
x#l
lD
H
Activity
Activity Start Date
| MM/DD/YYYY -1
0 Edit
|E
H
Activity
Activity Start Time
| HH24:MtSS ป|
Is Not Blank
[ Use value from import file ]
1ฃdis
Activity
Activity Start Time Zone
MDT
When Column...: This is setup using the translations link - this is showing the type of translation being used.
You can choose to have a column represent a certain default value when your translation "Equals", "Is Blank",
"Is Not Blank". For more, see translations.
Then use these values: This is set up using the translations link - this is showing your default criteria for
this column (or the translated value to use). After you choose "when column..." this is the actual default value
you are setting for this column. For more, see translations.
In some cases, you may see text in this column that is enclosed in brackets or begins with an equal sign ('=').
These will be explained in the next section.
Translations: Displays the number of translations that have been created for a specific import
column. Also, provides a link to add or edit the list of translations.
Translations
0 Edit
See the next section for details on managing translations.
Once you have completed the mapping process and filled in defaults and formats, click the Save button
(or Return button) to save your changes.
mport Configuration
Return Save 'sav^A^^^Sav^^Fil^^^Cance^^^Delet^^^Chang^User
Right
Your import configuration will then be checked to make sure it is valid. If there are any errors, they will
be displayed at the top of the page.
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^ Validation
X
1 * Based on the current elements you have included, the following elements would also be
required (once per entity): Characteristic Name
* An element cannot be used as a generated value and also mapped to a column. These
elementfs) are: Project ID
* Activity Start Date must have a format.
In the example above, an element (Characteristic Name) needs to be added to the import configuration
and the Activity Start Date needs to have its format indicated. While these issues remain, your import
configuration will be flagged as invalid and will not be able to be used when importing a file.
Correct the issues described and save your changes again.
If the import configuration is valid, the errors will disappear, and a message will state that the import
configuration was saved successfully in the top right-hand corner.
4.1.3 Automatic Padding of HUC Values with Leading Zeroes, If Needed
When HUCs beginning with a leading zero are imported into Excel, they are often treated as numbers by default
and Excel removes any leading zeros. If needed, WQX Web version 3.0 automatically pads HUC 8 and HUC 12
values during import with leading zeroes to restore them to their appropriate length/format.
4.1.4 Generating a Column Header List from your Import Configuration
It may be helpful to have the system generate a list of column headers from your import configuration to line
up with your datasetto make sure your configuration matches your file. To access this list, scroll to the bottom
of your configuration and choose the option that applies best to you.
You can have WQX Web generate a list of column headers in the WQX headings or using the "User Supplied"
list you can populate in your configuration
Audit Information
Created: 03-19-2020 05:48:03 AM (by Kayla Gower) Last Modified: 03-19-2020 03:50:55 PM (by Kayla Gower)
I Display column headings using XML schema names
Create a list of column headings that I can copy and paste into Excel
Create a list of 'User Supplied' column headings that I can copy and paste into Excel
You can also have the system Display column headings using XML schema names if that is helpful.
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4.2 Managing Translations for an Import Column
Translations are used to automatically convert a value in your import file to an alternate value in the
dataset that will be sent to EPA. Most often, translations are used to convert a value that is not
compatible with WQX into something that is. For example, a translation could be used to convert "DO" in
your import file to "Dissolved oxygen (DO)" in your dataset (making the value valid for WQX).
Translations can also be used to convert one value in the import file to multiple values in your dataset.
See Section 4.6 (Advanced Features) for more information.
Note: WQX Web 2.6 has merged the concept of a "Default Value" into the concept of a "Translation"
The Translations Page now supports creating translations where the import column value...
"Is Blank"
o This is equivalent to a "Default Value" (in the previous version of WQX Web) where
the column was mapped to a single element.
o This translation will be selected whenever the value in your import file is blank.
"Is Not Blank"
o This is equivalent to a "Default Value" (in the previous version of WQX Web) where
the column was mapped to multiple elements.
o This translation will be selected whenever the value in your import file is not blank (i.e.
has any value, no matter what it is)
"Equals" a specific value
o This is equivalent to a (regular) translation (in the previous version of WQX Web).
o This translation will be selected whenever the value in your import file exactly matches
the value provided in the translation.
The Translation Page also supports a new "Expert Mode", which adds the following three
additional comparison types for a translation:
"Starts With"
o This translation will be selected whenever the value in your import file starts with
the specific text provided in the translation.
"Ends With"
o This translation will be selected whenever the value in your import file ends with
the specific text provided in the translation.
"Contains"
This translation will be selected whenever the value in your import file starts with, ends with, or
contains the specific text provided in the translation.
4.2.1 Translations Page Layout
The Translation Page is now divided into two sections. The top section includes the list of translations.
The bottom section includes the details for the translation row that is selected. All editing is done in
the bottom section.
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Translations
Return I Save I Cancel I Add New I Enable Expert Mode
Pnonty When Column X
Then
Characteristic Name
Result Value Type
List
Kitj
Equals
Equals
Equals
Equals
Alpha, gross
Ammonia as N
Arsenic
B.O.D. 5
Use these values
Use these values
Use these values
Use these values
Alpha particle
Ammonia-nitrogen
Arsenic
Biochemical oxygen demand, standard
conditions
Actual
Actual
Actual
Actual
Equals
Equals
Equals
Fnnflk
6eta, gross
Bicarbonate
C.O.D.
fftrh ROD 5
Use these values
Use these values
Use these values
II v thrv valur;
Beta particle
Bicarbonate
Chemical oxygen demand
Carbonaceous biochemical oxygen
Actual
Calculated
Actual
Arhirtl
Detail
When Column X
Then"
I Equals
B.O.D. 5
Use these element values...
Characteristic Name
Result Value Type
Biochemical oxygen demand, standard conditions
Actual
Translation Notes
In WQX Web 2.6, translations include several new dimensions that can make them more complex to
use. To help make translations more understandable, the translation details read like a sentence that
describes how to find a match and what action to take when a match is found. For example, the
translation above states the following:
When Column X equals "B.O.D, 5" -
Then use these element values [for] -
Characteristic Name: "Biochemical oxygen demand, standard conditions" -
[and] Result Value Type: "Actual" -
Each translation maps an import column value to one or more element values (e.g. Characteristic Name
and Result Value). When editing a translation, each element includes a menu to assist in setting its
value. The menu is activated when you hover over the element name, as in the example below:
When Column X
Then*
Equals
B.O.D. 5
Use these element values-
Characteristic Name
Biochemical oxygen demand, standard conditions
Result Value Type
m
Trantiatien Us tat
Pick a Result Value Type
Use value from column X of the import file
The menu is context-sensitive and will contain choices that are appropriate for a given column and
element. For example, when you hover over the "Result Value Type" element, you are given the choice to
"Pick a Result Value Type" or "Use value from column X of the import file".
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1. - If you select "Pick a Result Value Type", then you will be provided a list ofvalues for Result
Value Type:
PI RESULT VALUE TYPE fxL
Search Cancel
Name
Description
(nonet
Actual
existing now; present; current
Blank Corrected
Calc
The data were blank corrected using the recommended procedure detailed in the analytical method.
Calculated
To ascertain by computation or determined by mathematical calculation, evaluating, and reasoning.
Control
Adiusted
requirements are determined from the control test data
Estimated
Approximation, educated guess, or projection of a quantity based on experience and/or information available at the time, and the cheapest (and
least accurate) type of modeling.
After clicking the link for a specific value, (e.g. "Actual"), that value will be filled in for you. -
You are allowed to type "Actual" directly into the text box, rather than picking from the list, but it
is recommended that you use the menu to select a value from the list (to avoid using a value that
is not valid).
2. - If you select "Use value from import file" (from the menu for Result Value Type), then
"Actual" will be replaced by "[Use value from the import file]".
1 When Column X
Equals ~ B.O.D. 5
1 Then"
Use these element values... ~
Characteristic Name ~
Biochemical oxygen demand, standard conditions
Result Value Type ~
[ Use value from column X of the import file ]
This menu choice is appropriate when you have a column that maps to more than one element
(as in the example above) and you want one of those elements (e.g. Result Value Type) to its
value from the actual value in the import file, rather than a specific value from the list. The above
scenario ishowever, just to demonstrate this feature, and is not a likely scenario to be used.
Translations include a system-assigned priority to make it clear when one translation will
have precedence over another.
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Priority
When Coiumn N
Then
Result Detection Condition
Result Value
1
Equals
ND
Use these values
Not Detected
2
Starts With
<
Use these values
Present Below Quantification Limit
2
Starts With
>
Use these values
Present Above Quantification Umit
i
4
Is Not Blank
Use these values
=@lmportValue
The comparison type determines the translation's priority:
Highest priority (1) is assigned to "Equals" and "Is Blank"
Second priority (2) is assigned to "Starts With" and "Ends With"
Third priority (3) is assigned to "Contains"
Lowest priority (4) is assigned to "Is Not Blank"
4.2.2 Translations can define when certain entities should be discarded
Occasionally you need to be able to discard an entire record in your import file. For example: you may
wish to discard a Result whenever a dummy value (e.g. 999999) is used. Or you may have header
information or other annotations on rows of your spreadsheet other than the top row(s). This new
feature allows you to avoid errors when they are caused by data that you do not wish to import.
4.2.3 Expressions
When in "Expert Mode", translations can support a limited number of expressions for additional
power and control. Expressions can be useful in certain specific situations where standard
translations are insufficient. However, expressions are an advanced feature and are most appropriate
for users who are very comfortable creating expressions is other tools, such as Microsoft Excel.
Expressions begin with "=" and then include one or more functions. For example, the following
expression would remove the "<" sign from a value like "<0.025" and return only the numeric portion
of the value:
=Substitute(@ImportValue,
Note: A special token "@ImportValue" is used to reference the value from the current column of your import
file. WQX Web does not currently support expressions that reference a value from another column, There
is only support for a reference to the column which contains the translation expression.
The translation page includes an "Expression Builder" to assist with the creation of expressions. To
open the Expression Builder, hover over the element you wish to edit (e.g. Activity Attachment Type) to
activate the menu. Then select the menu option "Build or test an expression".
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When Column J:
1 Then:
Is Not Blank ~
Use these element values... ~
Activity Attachment File Name ~
= @lmportValue
Activity Attachment Type ~
n Build or test an expression
Use value from import file
The Expression Builder window will open.
pi Expression Builder
: J Show the Quick Reference ] Allow me to test this expression
Expression:
OK
Cancel
It can be helpful to test your expression against a specific import value to confirm that it works
as expected. The snapshot below outlines the steps.
J^^Expression Builder o
Show the Quick Reference A Allow me to test this expression
QAPP.docx
&
=Sclit(SImportValue,
2)
ฉ
Will result in this Activity Attachment Type: jdocxj
0
OK | Cancel
The following is an explanation for each step:
1) Check the box labeled "Allow me to test this expression",
2) A new text box will appear, where you can type an example value
3)Enter your expression
4) Then click the "Test" button
5) Your expression will be evaluated against the example value, that you provided, and the result will be
displayed.
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There is also a quick reference that you can view while creating your expression. Just check the box
labeled "Show the Quick Reference". This will provide each function/expression that is supported,
along with a brief description and an example of its use.
a ession Builder X
TJihow the Quick Reference 12 Allow me to test this expression
Expression Example
@lmportValue
A token used in any expression to represent the value from your import file
Concatenate(text), text2....)
Joins several text strings into one text string
Leftttext, num_chars)
Returns the specified number of characters from the start of a text string
Midttext, start_num, numchars)
Returns the characters from the middle of a text string, given a starting
When ฉImportValue equals:
QAPP.docx
Then this expression:
=Split(งImportValue, 2)
Test
Will result in this Activity Attachment Type: docx
OK Cancel
After clicking the OK button, your expression will be added to the translation, under the
appropriate element (i.e. Activity Attachment Type)
When Column J:
Is Not Blank ป
Then:
Use these element values... ~
Activity Attachment File Name ~
Activity Attachment Type
= @lmportValue
= Split(@lmportValue 2)
Each translation includes an optional Translation Notes box. In cases where an expression is used, and
may not be intuitive to read, it may be helpful to add notes.
1 When Column J:
Is Not Blank ~
1 Then:
Use these element values...
~
Activity Attachment File Name ~
=@lmportValue 1
Activity Attachment Type ~
=Split(@lmportValue 2)
| Translation Notes
Get the file extension from the file name and use it as the Attachment Type
Here are some of the possibilities available with expressions:
Get the file extension (e.g. "docx") from a file name for an attachment and use it as the
Attachment Type.
42
=@lmport Value
=Concatenate(@linportVa!ue," PM")
= Left(@lmportValue, 5)
= Mid(@lmportValue, 3, 5)
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For Example, if your imported value was: "Qapp.docx", then the following translation would result
in the following element values.
Translation
Element Value (outcome)
When Column
Is Not Blank
Then
Use these element values...
Attachment File Name
=@ImportValue
Qapp.docx
Attachment Type
=Split(@ImportValue,2)
docx
Split an Analytical Method ID and Context that are stored in single column in your import file.
For Example, if your imported value was: "ASTM D1886(C)", then the following translation
would result in the following element values.
Translation
Element Value (outcome)
When Column
Is Not Blank
Then
Use these element values...
Result Analytical Method Context
=Split(@ImportValue,"", 1)
ASTM
Result Analytical Method ID
=Split(@ImportValue,"", 2)
D1886(C)
Derive an Activity Group Type based on the starting letters in the Activity Group ID.
For Example, if your imported value was: "QC-20160504ML35", then the following translation
would result in the following element values.
Translation
Element Value (outcome)
When Column
Starts With QC
Then
Use these element values...
Activity Group ID
=@ImportValue
QC-20160504ML35
Activity Group Type
QC Sample
QC Sample
Convert a Result Value that starts with "<" to an appropriate Detection Condition and
Detection Limit
For Example, if your imported value was: "<0.025", then the following translation would result
in the following element values.
Translation
Element Value (outcome)
When Column
Begins With <
Then
Use these element values...
Result Value
[ Blank ]
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Result Detection Condition
Present Below Quantification Limit
Present Below Quantification
Limit
Result Detection Limit Type
Lower Quantitation Limit
Lower Quantitation Limit
Result Detection Limit Value
=Substitute(@ImportValue,
0.025
Note: If you enable the option (on an import configuration] to "Generate Detection Condition
and Limits from Result Value", then it is unnecessary to create a translation like the one above,
The conversion will be handled automatically by WQX Web.
4.2.4 "Copy Translation" button
The Translations Page includes a "Copy" button, which will create a duplicate copy of a translation.
This is useful when you wish to create a new translation that is similar to an existing one.
When Column N
Priority
X
1
Equals
ND
X
Lh
2
Starts With
<
4.3 Viewing/Editing an Import Configuration
Click on the "Import Configurations" link under the Setup tab on the navigation panel or click on the
"Create or Edit an Import Configuration" link on the Home Page to display the Import Configurations list
page.
vvEPA
Home Page
Setup^Y Domain Values S Import & Submit 9 Review D AdministratorD Help 3
Import Configurations
IU
lype
Name
ueiaun urganizauon
uwner
2527
Results 8i Activities
Demo for Guide
Kayla Gower
4
Delete Activities
Delete Activities (Temolate)
System
5
Delete Activity Groups
Delete Activitv GrouDS (Temolate)
System
3
Delete Biological/Habitat Indices
Delete More (Template!
System
2
Delete Monitoring Locations
Delete Monitoring Locations (Template)
System
1
Delete Projects
Delete Projects (Template)
System
9
Results 8l Activities
Add Proiect ID(s) to existina Activities (Temolate)
System
10
Results 8t Activities
Update Result Status (Template)
System
2439
Indexes
WQX Web Template BioHabitat INDEX (Template)
.WQX 2.2
2440
Metrics & Activities
WQX Web Temolate METRIC Results (Temolate)
.WQX 2.2
2434
Monitoring Locations
WQX Web NEW Temolate MONITORING LOCATIONS (Temolate)
.WQX 2.2
2433
Projects
WOX Web Template PROJECTS (Template)
.WQX 2.2
2435
Results & Activities
WOX Web NEW Template REGULAR Results w/o Data Loaaer Line (Template)
.WQX 2.2
2437
Results 8t Activities
WQX Web Temolate BIOLOGICAL Results (Temolate)
.WQX 2.2
2438
Results 8f Activities
WQX Web Template CONTINUOUS Loaaer (Template)
.WQX 2.2
2436
Results & Activities
WQX w?fc> Template HAP'TAT Remits (Templet?)
.WQX 2.2
2417
Indexes
.Temolate BioHabitat INDEX (Temolate)
.WQX 3.0
2418
Metrics & Activities
.Temolate METRIC Results (Temolate)
.WQX 3.0
2233
Monitoring Locations
.Template Monitorina Location (Temolate)
.WQX 3.0
2232
Projects
.Template Project (Template)
.WQX 3.0
2416
Results & Activities
.Temolate Bioloaical (Temolate)
.WQX 3.0
Click on the link for the Import Configuration you wish to view (under "Name"). The Import
Configuration Details page will be displayed, where you can view or edit the import configuration.
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Note: While you have a dataset in the system that relates to an import configuration, certain types of
changes to the import configuration are not allowed (such as changing column positions, data elements
that map to them, or deleting the import configuration).
The system will display a message at the top of the Import Configuration Details page for any Import
Configuration that has associated datasets. You will have to delete the associated dataset(s) before you
will have full access to change the import configuration. See Section 5 for an explanation of datasets.
Message
Editing this import configuration is not allowed
Save As f Save To File ^^ance^^^Delet^^^Changi
Type:
Owner:
Description:
File Type:*
Results & Activities
.Training User Template Owner
I WQX Web Template LAB Results
This template matches the condensed template you can send to your lab to receive data in a WQX compatible
format (Lab data template)
Microsoft Excel 97-2003 (xls)
Worksheet(s) to Import: 11st
(note: the "1st" worksheet is the left-most tab of the Excel Workbook)
Template Use:
Attached Files:
This is a template (shared with all users)
I Copy Required ^1
Generated Values (not in your import file):
Entity
Element
Value
Format
Organization
{none}
4.4 Saving and Deleting an Import Configuration
Deleting an Import Configuration
You can delete an import configuration by clicking the Delete button on the Import Configuration Detail
page.
m Delete
Delete this import configuration?
(type "yes" to confirm)
OK
Cancel
Confirm the deletion by typing "Yes" in the box and clicking the OK button.
The system will return you to the Import Configuration list page after performing the delete.
Saving an Import Configuration as a File
WQX Web Import Configurations can be saved to a file and restored from a file for the purposes of:
backing up import configurations for safe keeping
archiving old import configurations that are no longer used
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providing WQX Web template import configuration files that match template data spreadsheet
files
sharing import configurations between users
Import Configuration
Return 1 Save [ Save As 1 Save To File 1
1 Cancel 1 Delete
[ Change User Rights ]
^pl
Type: Results & Activities
Prior to WQX Web version 3.0, however, the file format created by one version of WQX Web was not
guaranteed to be compatible with newer versions of WQX Web, and sometimes restoring an import
configuration to the system failed. This unreliability limited their usefulness. Starting with WQX Web 3.0,
Import Configurations can be reliably saved as a file and later imported back into the system no matter
whether they were created in that version of WQX Web or an earlier version (as long as the earlier version
was version 3.0 orlater).
4.5 Managing Users' Rights on an Import Configuration
Click the "Change User Rights" link at the top of your import configuration detail page.
Import Configuration
Return
Save I Save As I Save To File I Cancel I Delete I .Change User Rights I Options I Show Columns as
;te I
r
i Num
Type:
Results & Activities
V-awl-a (Zrwunr fhon/iA flu
and the User Rights page will then be displayed.
User Access Rights 1
1 Return | Save | Cancel |
Show Rights For: [ ImportConfiguration ~ ]
Import Configuration: | Kayla Gower ~ Demo for Guide ~ 2527
13
User
Access Type
Delete Kayla Gower
| Edit/Delete
-1
Add
H
| Read Only
H
To assign a new user rights to this import configuration:
1. Navigate to the last row of the list labeled "Add".
2. Choose the user from the dropdown menu
3. Choose the access type you wish the user to have:
a Read Only - User can view the import configuration but can't modify or delete it.
b. Edit - User can view and edit the import configuration but can't delete it.
c Edit/Delete - User can view, edit, and delete the import configuration.
To remove a user's rights to an organization:
Click the Delete link for the appropriate row.
Click the Save button to save your changes (and remain on the page). Click the Return button to save and
return to the previous page.
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4.6 Import Configuration - Advanced Features
Import Configurations can be leveraged in a number of powerful ways. However, that power also comes
with some extra complexity. This section will highlight some of the powerful features and provide some
specific examples of how to solve some problems that you maybe faced with.
One of the features of an import configuration is the ability to map one import column to more than one
WQX element.
To do this on an existing column, click on the Pick List Button ฆ
To do this for a new column you are mapping click on the Add button
This will open the Elements Pick List. At the top of the page, check the box that says "Map selected
elements to a single column". If this is the pick list for an existing import column, rather than a new
import column, then this box will be checked automatically.
~| Elements
~ X
+ - OK Cancel Ignore Column
-
Map selected elements to a single column
Activity Media Name
] Activity Media Subdivision Name
] Activity Relative Depth Name
! ~ Activity Source Map Scale
| ~ Activity Start Date
I"" [V] Activity Start Time
r [V] Activity Start Time Zone
Now, all elements that are checked (above) will be mapped to a single column (e.g. Column "A" below).
Columns (in your import file)
Column Entity
Element
User Supplied Element Name
Format
Wh
[a ~ ] Activity
Activity Start Time
[ HH:MI:SS PM
Activity
Activity Start Time Zone
4.6.1 Consolidated buttons
All buttons are consolidated (including the "Element Pick List" button li^J) to the left side of the row in
each table on the Import Configuration Detail Page.
To see the "Copy
section).
ปฆ _JL
button, you must enable expert mode (see more information in Expert Mode
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Regular Columns
Column
Entity
Entity # Element
x^+a
[A -
{Ignore Column}
|B -
Activity
1 Activity ID
4.6.2 Elements Pick List Organization
09
OK
+
IS" Activity
ii Activity Attachment
tr Activity Conducting Organization
Activity Group
ir Activity Project
ti Organization
ji Result
ti Result Attachment
zi ' Result Detection Limit
Result Detection Limit Type
O Result Detection Limit Unit
Result Detection Limit Value
ti Result Frequency Class
tt Result Lab Sample Preparation
ti Result Taxon
if Result Taxon Feeding Group
ti Result Taxon Habit
Cancel i Ignore Column ] Map selected elements to a single column
When you click the "Elements Pick List" button, you will now see a list of elements that have been
grouped by the entity (i.e. type of record) to which they belong. This new layout should facilitate
finding an element in a large list of elements and should also aid in understanding the types of data
that can be included in a particular import file.
1 -Click the button (at the top of the list), if you wish to expand the list to show all entities
and all elements.
2 - Click the button (at the top of the list), if you wish to shrink the list to only showthe
list of entities.
3 - Click the H button next to a specific entity to expand that single entity (and view its elements).
4 - Click the button next to a specific entity to minimize that single entity (and hide its elements).
The following sections will describe some specific ways that this feature can be used.
4.6.3 Copying one value from your file to more than one element in WQX
One reason to map a column to more than one element is when you actually want to populate both
elements with the same value from your import file. Although this is not common, there may be times
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that it is useful. In this case, you would map the column to the data elements and make sure to not set the
default values for any of them and to not create any translations on the column (because defaults and
translations will change the behavior).
For example: You want to provide a Top and Bottom Depth on an Activity and do not want to have to
provide the Units twice. In the example below, we have mapped the Top Depth Measure[ment] to column
W, the Bottom Depth Measure [ment] to column X. and the units for both of them to column Y (rather than
having to provide the units in columns X and W of our file)
K^+lil |w
ฆป I Activity
1 Activity Top Depth/Height Measure
*Eh+!i |x
* I Activity
1 Activity Bottom Depth/Height Measure
k iy
I Activity
1 Activity Bottom Depth/Height Unit
Activity
1 Activity Top Depth/Height Unit
Keep in mind that this is only appropriate when you know you would always populate both of these
element values together. If it were not true that top and bottom depth are always provided together, it
wouldn't be appropriate to always populate their measurement units from the same column in the
import file (because the system will log an error whenever there are units without its respective
measurement). For example, if the import file below was used with this import configuration ...
IaI
X
Y
Top
Bottom
Units
3
6
ft
2
ft
5
ft
then the WQX Elements would be populated as follows and would cause errors on rows 2 and 3:
Activity
Activity
Top
Depth
Measure
Activity
Top
Depth
Units
Activity
Bottom
Depth
Measure
Activity
Bottom
Depth
Units
3
ft
6
ft
2
ft
ft
Error: Units cannot be provided without a measurement
ft
5
ft
Error: Units cannot be provided without a measurement
4.6.4 Generating a Value Conditionally
Remember that Generated Values are used to populate an element with a single default value on every
row of your file. For example, if you add the element Activity Start Time Zone to the Generated Values
Section and set its value to "EST" (Eastern Standard Time), then every row of your imported data will get
a generated value of "EST" for its Activity Start Time Zone. This would be appropriate if you always
include a Start Time on every row. However, if there are activities that have a Start Time and some that
do not, then a generated value for the Time Zone would not be appropriate.
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Suppose you have the following import configuration:
Generated Values (not in your import file):
Entity
| Organization Organization ID
Activity Activity Start Time Zone
Value
WOXTEST
EST
Columns (in your import file)
X#
H Column Entity Element
User Supplied Element Name Format When Column... ^Then 1
lj] [a t ] Activity Activity Start Date
| MM/DD/YYYY * |
:^| B ป| Activity Activity Start Time
| HH:MI:SS PM ป |
and the following (partial) import file:
A
B
Date
Time
09/05/2013
10:35:12 AM
09/06/2013
then the WQX Elements would be populated as follows, and would cause an error on row 2:
Activity
Activity Start
Date
Activity Start
Time
Activity Start
Time Zone
09/05/2013
10:35:12 AM
EST
09/06/2013
EST
Error: Activity Start Time is required when Activity Start
Time Zone is provided
To avoid this error, we want to only generate a value for Time Zone when there is a value for Time in the
import file. You can accomplish this by mapping the Time and Time Zone to the same import column and
then providing a default value for the Time Zone, as follows:
Generated Values (not in your import file):
Entity
Element
Value
p=| Organization Organization ID
WOXTEST
Columns (in your import file)
H Column Element
User Supplied Element Name
Format When Column... || Then Use These Values Translations
^ I =) [ A ป| Activity Activity Start Date
| MM/DD/YYYY *| 0 Edit
^ j =\ [ B ~ ] Activity Activity Start Time
| HH:MI:SS PM ป Is Not Blank [ Use value from import file ] 1 Edit
Activity Activity Start Time Zone
EST
With this import configuration, the same import file...
A
B
Date
Time
09/05/2013
10:35:12 AM
09/06/2013
will populate the WQX Elements as follows (avoiding the previous error on row 2):
Activity
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Activity Start
Date
Activity Start
Time
Activity Start
Time Zone
09/05/2013
10:35:12 AM
EST
09/06/2013
There are many other cases where you may wish to generate a value conditionally. Here are a few
examples:
- Generate the value for Horizontal Collection Method and Coordinate Reference System Datum on an
Activity whenever latitude or longitude is provided on an Activity.
- Generate the value for a Measurement Unit whenever the related Value is provided.
- Generate the value for Activity Group Type whenever an Activity Group ID is provided (this special case is
described in more detail in a subsequent section)
It is important to note that there are three distinct behaviors for a Default Value (depending on
context).
When a Default Value exists for an element in the Generated Values section...
That element receives the default value 100% of the time.
When a Default Value exists for an element that is the only element mapped to an import column...
That element receives the default value only when there is no value in your import file (in that column
position IF the translation is to add the value if the cell 'is blank'
Otherwise, that element receives the value from the import file
IF the translation is to add the value 'is not blank' the element will receive the value not in the import file but
whatever is in your translation.
4.6.5 Using Translations to Populate Many Related Elements
One common reason to map one column to more than one element is when the value in your file contains
more than one piece of information. Using translations, you can break the value into its relevant
components. For example: Your lab provides you with a file that includes a parameter code from which
you can derive the analyte, sample fraction, units, and analytical method used for a particular result. You
could open the file with Microsoft Excel, create four new columns, and manually type in the values for
each of these items on every row, or you could map that one import column to the data elements you
want to populate and then create translations to document how you want them to be populated. The
advantage of this approach is that you only have to do it once in your import configuration and the
system will perform the conversion every time you import a file.
For example, if you selected following elements from the Elements Pick List and checked the box to "Map
selected elements to a single column"...
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J;
+
OK Cancel Ignore Column Map selected elements to a single column
./] Characteristic Name
O Characteristic Name User Supplied
~ Confidence Interval
Data Logger Line
|T] Group Summary Count
j Group Summary Weight Measure
. ] Group Summary Weight Unit
O Laboratory Accreditation Authority
O Laboratory Accreditation Indicator
1 Laboratory Comment Text
in Laboratory Name
O Laboratory Sample Split Ratio
D Lower Confidence Limit
[$/] Method Speciation
Precision
1 Proportion Sample Processed Numeric
n Record Identifier User Supplied
d Result Analytical Comparable Method Context
Result Analytical Comparable Method ID
Result Analytical Comparable Method Modification Text
Vj Result Analytical Method Context
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Translations
Return J Save J
Cancel J Add New J Enable Expert Mode ]
rrioruy
vvnen Loiumn n ..
i nen
v_naraci.erisi.ic Name
iviemoa ^peciauon
Equals N03
Use these values
Nitrate
as N03
When Column K:
Then:
Characteristic Name
Method Speciation
Result Analytical Method Context
Result Analytical Method ID
Result Sample Fraction
Result Unit
Equals
" N03
| Use these element values~
Nitrate
as N03
USEPA
353.3
Unfiltered
mg/l
Select the Return button to save your translation
Then, if you imported a file like this...
3
K
L
Activity ID
Parameter
Value
M192-2013-05-04F
N03
.183
then the WQX Elements would be populated as follows:
Activity
Result
Activity ID
Characteristic
Name
Method
Speciation
Result
Analytical
Method
Context
Result
Analytical
Method ID
Result
Sample
Fraction
Result
Unit
Result
Value
M192-2013-05-04F
Nitrate
as N03
USEPA
353.3
Unfiltered
mg/l
.183
This is a powerful feature for minimizing unnecessary data in your import file (when values can be
derived).
Note: It is important to recognize that when you have a translation on a column that maps to more than
one element, you typically need to provide translations for every value that might be used in your import
file. If the system does not find a translation to match a value in your import file, it will apply the value
from the import file to all elements that are mapped to the column (as described in section 4.5).
Note: When you map a column to multiple elements you will typically use defaults or translations (as
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described in the previous sections). Mixing Default Values and Translations can be done but is not
generally needed and can create more confusing import configurations. If you chose to mix these two
methods, be aware of the following rule (when a column maps to more than one data element):
Translations have precedence over default values. (I.E: The Priority level you see on the
translations page). When your file is imported, the system will check whether a value in your file
matches a translation. If there's a match, it will populate the element values from values in your
translation. If there is no match, then it will copy the value from your file into the elements without a
default and will populate the rest of the elements with the default values in your import configuration.
4.6.6 Using a Data Element Multiple Times in an Import Configuration
There are places in the Data Model where an element or entity (i.e. set of elements) can have more than
one value. Think of this as an element that has more than one value per row in your import file. Here are
some examples:
A Monitoring Location can have multiple Alternate IDs
An Activity can have multiple...
Project IDs
Conducting Organizations
A Metric can have multiple Index IDs
A Result can have multiple sets of...
Frequency Class Information
Detection Limit Information
Lab Sample Preparation Information
A Taxon (within a Result) can have multiple...
Habits
Functional Feeding Groups
To model these scenarios in an import configuration, you should add the repeating elements as many
times as needed (each to their own import column). For example: If you know that, in your situation, an
Activity can relate to up to two projects, you should add the Project ID twice.
Regular Columns (starting at row 2 of your import file)
Column Entity Entity # Element User Supplied Element Name Format When
l]"*! |^=j | A ^ ] Activity Project 1.1 Project ID
yง] | B ^~j Activity Project 1.2 Project ID
In this case, column A and B of your import file will be used for the Project IDs on an Activity. If an
Activity in your import file has only one project, then put the Project ID value in column A or B and leave
the other column blank. If it has two projects, then put them in column A and B of your file.
Note, in the image above, that when you include an element more than once in your import configuration,
the Entity [Name] includes a #. For example, when you only have one Project ID, the entity is "1" but
when you add a second Project ID, the entities change to "1.1" and "1.2" respectively. This highlights the
fact that up to two Project references can be made per row of your import file.
There are limitations to which elements can be used more than once, unless you enable "Expert Mode"
[described in section 4.7].
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A more complex example of repeating elements might be something like Frequency Class Information,
which is used to classify a group of taxa that are being counted in a biological survey. Frequency Classes
include a descriptor, and for certain types of classes, an upper and lower bound and units. For example:
You may be conducting a fish survey and counting the number of fish (of a particular species) and
grouping your counts by sex and weight. In this case, sex and weight are each Frequency Class
Descriptors and the weight needs a lower/upper bound with a measurement unit. Your import file would
need two Frequency Class Descriptors and might contain values, as shown in the table below:
A
B
C
D
E
F
Descriptor 1
Descriptor 2
Lower Bound
Upper Bound
Units
Count
Male
Weight
0
100
g
3
Male
Weight
101
300
g
6
Female
Weight
0
100
g
1
Female
Weight
101
300
g
5
To support this data, your import configuration would look something like the following:
Regular Columns (starting at row 2 of your import file)
| Column |^| Entity
Entity Element
User Supplied Element Name II
Format
il
A w\ Result Frequency Class
1.1.1 Frequency Class Descriptor
ill
B "*ฆ Result Frequency Class
1.1.2 Frequency Class Descriptor
[ C ~ j Result Frequency Class
[l.1.2 ^ ] Frequency Class Lower Bound
iH
D w\ Result Frequency Class
[l.1.2 ~] Frequency Class Upper Bound
j)
E ~ 1 Result Frequency Class
[l.1.2 w\ Frequency Class Unit
This allows a Result, in your import file, to have two sets of Frequency Class Information: the first set
(#1) starting at Column A and the second set (#2) starting at Column B. In this example, the first set of
Frequency Class Information does not need a Lower/Upper Bound or Units, so they are not included.
Otherwise, they could be added (after Column A).
It's useful to understand that, when an import configuration contains an element more than once, the
entity # that's assigned is based on the column it is mapped to. Once an element is reused, a new entity #
is started, and all elements mapped to subsequent columns will relate to that new entity #.
In the previous example, Column B includes a second Frequency Class Descriptor, which starts "Result
Frequency Class #2". All other frequency-class elements (Lower Bound, Upper Bound, and Unit) on
Columns C, D, and E, all relate to #2.
If your Frequency Class Lower Bound, Frequency Class Upper Bound, and Frequency Class Unit apply to
both Frequency Class Descriptors you can utilize the dropdown option to allow for the items to be used
not just for one of the descriptors but both (see image below) *expert mode.
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Regular Columns (starting at row 2 of your import file)
Column Entity
Entity #
Element
User Supplied Element Name Format When Colui
f A ~] Result Frequency Class
1.1.1
Frequency Class Descriptor
^ - ]1| =] [ B w ] Result Frequency Class
1.1.2
Frequency Class Descriptor
=) [ C ~ ] Result Frequency Class
All
Frequency Class Lower Bound
*q>i-
=) [ D Result Frequency Class
All H
Frequency Class Upper Bound
| E ~ ] Result Frequency Class
All H
Frequency Class Unit
( F ~ | Activity Project
All
Project ID
What if we wanted to change our column order in our file like this (with the second "Frequency Class
Descriptor" in column E)?
A
B
C
D
E
F
Descriptor 1
Lower Bound
Upper Bound
Units
Descriptor 2
Count
Male
0
100
g
Weight
3
Male
101
300
g
Weight
6
Female
0
100
g
Weight
1
Female
101
300
g
Weight
5
Our intention is to have the Lower Bound, Upper Bound, and Units (in columns B, C, and D) to be part of
the Frequency Class that includes the Descriptor in Column E. However, because of the entity #
assignment rule, mentioned previously, that does not happen:
Regular Columns (starting at row 2 of your import file)
Column
Entity
Entity #
Element
User Supplied Element Name
xflb+i
Mtl+i
KCh+l
XH3+I
Because the Descriptor is the first [Frequency Class] Element to be repeated, that marks the beginning of
Frequency Class #2. This highlights the importance of checking the entity # when you repeat elements in
your import configuration, to make sure your file will be interpreted the way you intend.
4.6.7 Special Case: Activity Groups in a file of Activities and Results
Activity Groups are useful when you have a collection of related Activities that you wish to group
together for various purposes which include (Field Sets, Replicates, grouping Samples and Subsamples,
and grouping Routine Samples with their related Quality Control Samples). In data-modeling terms, the
relationship between Activities and Activity Groups is referred to as "many to many" which means that
an Activity can belong to many Activity Groups and an Activity Group can contain many Activities.
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Addressing this complex relationship in a flat file could be challenging, but with the support of some
specific features in WQX Web, there are ways to address this that are simple.
An Activity Group contains the following elements: Activity Group ID, Type, Name (optional), and two or
more Activity IDs. WQX Web understands the relationship between Activities and Activity Groups and
does not require that you indicate the Activity ID (for the Activity Group), because you've already
provided it for the Activity on that row. So, at a minimum, you will need a way to provide the Activity
Group ID and Type (and optionally Activity Group Name) on a row of your import file.
One way to address this in your import configuration is to map one column to the Activity Group ID and
another column to the Type.
Regular Columns (starting at row 2 of your import file)
Column Entity Entity# Element
User Supplied Element Name
Forma'
j=] [a ~] Activity Group 1 Activity Group ID
B
Activity Group 1 Activity Group Type
1 |C -
Activity 1 Activity ID
In this example, if you wanted to include a specific Activity in an Activity Group, you would list the
Activity Group's ID in column A and its Type in column B. For example:
A
B
C
D
E
Group ID
Group Type
Activity ID
Parameter
Value
F1
Field Set
M192-2013-05-04F
PH
8.3
M192-2013-05-04F
DO
10.9
F1
Field Set
M192-2013-05-04B
Fecal Coliform
180
R1
Replicate
M192-2013-05-04C1
Chlorophyll a
4.63
M192-2013-05-04C1
Escherichia
4.63
R1
Replicate
M192-2013-05-04C2
Chlorophyll a
4.63
M192-2013-05-04C2
Escherichia
5.12
This would create two Activity Groups with two Activities in each group:
Activity Group
Activity
Activity Group ID
Activity Group Type
Activity ID
F1
Field Set
M192-2013-05-04F
M192-2013-05-04B
R1
Replicate
M192-2013-05-04C1
M192-2013-05-04C2
f you wanted to avoid the need to provide the Activity Group Type for every group, you could map the
Activity Group ID and Type to the same column and provide a default value for the Type. For example,
this import configuration would use Column A for "Field Set" Groups and Column B for "Replicate"
Groups:
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Regular Columns (starting at row 2 of your import file)
Column
Entity ^Hl Entity # 1^1 Element User Supplied Element Name Form
1 |a -
Activity Group 1 Activity Group ID
Activity Group 1 Activity Group Type
XIฃ|+
1 |b -
Activity Group 2 Activity Group ID
Activity Group 2 Activity Group Type
This would also allow one Activity to belong to two Activity Groups (if needed) because there are now
two Activity Groups per row (in your import file):
This import file...
A
B
C
D
E
Field Set Group ID
Replicate Group ID
Activity ID
Parameter
Value
F1
M192-2013-05-04F
PH
m
00
M192-2013-05-04F
DO
10.9
F1
M192-2013-05-04B
Fecal Coliform
180
F2
R1
M192-2013-05-04C1
Chlorophyll a
4.63
M192-2013-05-04C1
Escherichia
4.63
F2
R1
M192-2013-05-04C2
Chlorophyll a
4.63
M192-2013-05-04C2
Escherichia
5.12
would create three Activity Groups with two Activities in each:
Activity Group
Activity
Activity Group ID
Activity Group Type
Activity ID
F1
Field Set
M192-2013-05-04F
M192-2013-05-04B
F2
Field Set
M192-2013-05-04C1
M192-2013-05-04C2
R1
Replicate
M192-2013-05-04C1
M192-2013-05-04C2
4.6.8 Attachments
WQX Web allows you to attach external files (like pictures, documents, etc.) to any Project, Monitoring
Location, Activity or Result. There are two parts to doing this:
1. Reference the file name and type for each attachment in your import file.
2. Include all of the attachment files in a zip file and upload it at the same time as your importfile.
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Regular Columns (starting at row 2 of your import file)
Column
Entity
Entity #
Element
User Supplied Element Name
:= A
Result Attachment
Result Attachment
1.1.1
1.1.1
Result Attachment File Name
Result Attachment Type
To allow you to include the attachment file name and type in your import file, you need to create two
columns in your import configuration and map them to these two elements. For example:
Then, if you imported a file like this:
A
B
C
D
E
Photo File Name
File Type
Activity ID
Parameter
Value
P1070346.DPG
DPG
M192-2013-05-04F
PH
m
00
M192-2013-05-04F
DO
10.9
P1070347.DPG
DPG
M192-2013-05-04B
Fecal Coliform
180
M192-2013-05-04C1
Chlorophyll a
4.63
M192-2013-05-04C1
Escherichia
4.63
P1070348.DPG
DPG
M192-2013-05-04C2
Chlorophyll a
4.63
M192-2013-05-04C2
Escherichia
5.12
You would have three Activities with attachments (photos) related to each one.
If all of your attachments were the same type, you could drop Column E and map the Attachment Type to
Column D (with a default value), like this:
v
Result Attachment 1.1.1 Result Attachment File Name
Result Attachment 1.1.1 Result Attachment Type
Then your import file would look like this:
A
B
C
D
Activity ID
Parameter
Value
Photo File Name
M192-2013-05-04F
PH
m
00
P1070346.DPG
M192-2013-05-04F
DO
10.9
M192-2013-05-04B
Fecal Coliform
180
P1070347.DPG
M192-2013-05-04C1
Chlorophyll a
4.63
M192-2013-05-04C1
Escherichia
4.63
M192-2013-05-04C2
Chlorophyll a
4.63
P1070348.DPG
M192-2013-05-04C2
Escherichia
5.12
4.7 Expert Mode
Several additional features of an import configuration are only made available when "Expert Mode" is
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enabled. As the name implies, this is intended for users that have a very good understanding of an import
configuration and the WQX Data Model. It is highly recommended that a user review all of the previous
sections (4.0 - 4.6) before reading this section.
One of the primary reasons to enable Expert Mode is for support of crosstab files (see Section 1 Glossary
for more information). However, some of the additional features may be useful in other contexts as well.
There is a link in the upper right corner of the page to "Enable Expert Mode"
"Options" button on the Import Configuration Detail Page
Import Configuration
^^etu^J
Save
Save As j Save To File
Cancel
Delete
Change User Rights | Options | Show Columns as Numbers ]
This button opens a window with several new import configuration options (as well as the "Expert
Mode" that existed in previous versions of WQX Web). The following is an explanation of the Import
Configuration Options available in WQX Web 3.0:
Expert Mode (for Configuration)
o Enables advanced features for those that are very comfortable with import
configurations. It supports header rows and columns and provides better support for
crosstab formats, such as a file with multiple results per row.
Expert Mode (for Translations)
o This allows more complex comparison options and expressions on the Translations Page.
These will be explained in more detail later in this document.
The following options are only available when the import configuration is for "Results & Activities"
or "Metrics & Activities":
Generate an Activity ID
o Rather than building your own Activity ID in your import file, you can enable this option
and an Activity ID will be generated for you. It will be created from the values (in your
file) for Monitoring Location ID, Activity Start Date, Activity Start Time, and Activity Type.
The following is an example of the Activity ID that would be generated when the
Monitoring
Location ID
Activity Start
Date
Activity Start
Time
Activity Type
Activity ID (generated)
BEARLAKE-123
05/04/2016
15:22:01
Field Msr/Obs
BEARLAKE-12 3:2 01605041522 :FM
o Note: Although Activity Start Time is an optional element in WQX, it is highly
recommended that you always provide one in your import file, when you are using this
option (to Generate an Activity ID). This will help the system to generate an appropriately
unique Activity ID for each Activity.
Generate Detection Condition and Limits from Result Value
o This will automatically convert Result Values that start with "<" or ">" into an
appropriate Detection Condition and Detection Limit Value. The table below shows an
example of the conversion that will be performed when a value starts with "<" or ">":
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Import Value
Detection Condition
(generated)
Detection Limit Value
(generated)
Detection Limit Type
(generated)
<0.25
Present Below Quantification Limit
0.25
Lower Quantitation Limit
>2419
Present Above Quantification Limit
2419
Upper Quantitation Limit
Populate Detection Limit Unit from Result Unit
If the value for Detection Limit Unit is blank, and it is required by WQX in a particular context, then the value
you provide for Result Unit will be used for the Detection Limit Unit as well. Note: this option is enabled
automatically whenever you enable the option to "Generate Detection Condition and Limits...", because WQX
Web needs a way to populate the Detection Limit
4.7.1 Header-Row Columns
In Expert Mode, there is a new section of the page called "Header-Row Columns". This section of the page
is used to indicate header rows (in your import file) which you want to ignore, or to map specific header
rows and columns (in your import file) that contain data that you wish to map to elements in WQX.
The "Header-Row Columns" section looks similar to the "Columns" section on a standard import
configuration (see section 4.1 of this document), but it includes two additional attributes (Row and
Entity #):
teader-Row Columns (a single value here applies to each regular row of your import file):
Column Row Entity Entity # Element Format Translations
L_J |j) | 1 w\ {Ignore Row}
Row: This indicates the row number (e.g. 1, 2, 3) for the header row. The Row # can be changed
by picking a new value from the drop-down list
Header-Row Columns (a single value here applies to each regular row of your import file):
Column
Row
Entity
1
{Ignore Row}
Regular Columns (starting at row 2 of your it
En + i
1
2
w
Elamant 1 1 c
The values in the list are always one more than the current number of rows. For example: if you
have created 3 rows so far, then the list will include 1-4.
Entity #: This indicates the entity number that a particular element belongs to. If you had
multiple Activities, for example, you would be able to tell that a particular element is for the first
Activity (i.e. "1") or second Activity (i.e. "2") or even that an element is for the first Result under
the second Activity (i.e. Result "2.1"). This will be covered in more detail later on.
This attribute is also worth noting:
Column: this represents the column position of an element in a header row of your import file. In
conjunction with the Row #, this targets a specific row and column (i.e. cell - in spreadsheet
terms). In other words, elements in the header relate to a specific row and column (i.e. cell) in the
header.
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Column
A
~
A
~
iw 2 of your
B
C
D
c
En1
Activity
The column position can be changed by picking a new value from the drop-down list
The values in the list are equal to the number of Regular Columns currently defined in the import
configuration. Because of this, it often preferable to set up your Regular Columns (described
in Section 4.6) before setting up your Header-Row Columns (here).
The list of Header-Row Columns can also be sorted by their Row [Position] or Column [Position] by
clicking on the links at the top of the list:
leader-Row Columns (a single value here applies to each regular row of your import file):
Entity
Translations
{Ignore Row}
In cases where you have many Header-Row Columns it can be useful to sort them one way or the other.
Header-Row Columns have two purposes, detailed in the next two sections:
4.7.1.1 Ignoring a row in your file
When you first enable Expert Mode, the Header-Row Columns section looks like this:
teader-Row Columns (a single value here applies to each regular row of your import file):
*ฃ]+ i
Entity
Entity #
Translations
E
{Ignore Row}
Notice that Row 1 says "{Ignore Row}". This indicates that the first row of your file will be ignored. This
is useful when the first row of your import file has column headings, that you do not want to import.
In Expert Mode, you are allowed to ignore many header rows, if needed.
Click on the Add ~~LT Button on the left-hand side...
and then click on the "Ignore Row" button on the Elements Pick List that pops up...
ements
+
I "
OK
Cancel Ignore Column
Now you will have two header rows that are ignored:
Header-Row Columns (a single value here applies to each regular row of your import file):
Column
Row
Entity
Entity #
{Ignore Row}
{Ignore Row}
You can also accomplish the same task by clicking the Copy Button on the left-hand side (see arrow in the
image above).
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4.7.1.2 Mapping a header row and column to an element
A header row and column can be mapped to an element whose value should be applied to all (regular)
rows of your import file. This allows you to avoid creating a column in your import file when the value on
every row will be the same. Instead, you can provide the value once at the top of your file.
Suppose we want to relate an entire file of activities and results with up to three projects and also be able
to enter a single comment for all of the activities in our file. We might build a file like this (with the first
three rows as header rows):
A
B
C
D
E
Project ID (1-3):
MAIN
PUB
VOL-SP
Activity Comment:
Earth Day Volunteer Sampling
Date
Activity ID
Location ID
Parameter
Value
05/04/2013
M192-2013-05-04F
M192
PH
8.3
05/04/2013
M192-2013-05-04F
M192
DO
10.9
05/04/2013
M192-2013-05-04F
M192
Temperature
20.6
05/04/2013
M121-2013-05-04F
M121
PH
9.1
05/04/2013
M121-2013-05-04F
M121
DO
13.48
05/04/2013
M121-2013-05-04F
M121
Temperature
19.7
Then, to support these three header rows in our import file, we would make the following changes in the
"Header-Row Columns" Section of our import configuration:
Click on the Add Button on the left-hand side...
Then check the box for "Project ID" on the Elements Pick List
] Elements ~ X
+
-
OK
Cancel
Ignore Row
4] Activity
l| 4^ Activity Attachment
l| Activity Conducting Organization
il Activity Group
| Activity Project
[V] Project ID
I Organization
] Organization ID
Click OK.
Now Project ID will be mapped to Row 1, Column A (by default):
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Header-Row Columns (a single value here applies to each regular row of your import file):
Entity
Entity #
Tran
{Ignore Row}
Activity Project
Project ID
Change your ignore row to Row 2 and change your project to Column B.
Header-Row Columns (a single value here applies to each regular row of your import file):
Column
Row
Entity
Entity #
ฆ ฆ Be,
Kth+ii b -i
h
~ |
Activity Project
1.1
Project ID
xch+a
GlI
3)
{Ignore Row)
Repeat this process to add two more "Project ID" elements and move them to Row 1 Column C and Row 1
Column D. You can also accomplish the same utilizing the copy tool and changing the column to match
the example below:
Header-Row Columns (a single value here applies to each regular row of your import file):
Column
Row
Entity
Entity #
Element
Activity Project
Activity Project
Activity Project
{Ignore Row}
1.1
1.2
1.3
Project ID
Project ID
Project ID
Now, add an "Activity Comment" element and map it to Row 2 Column B.
See below how our Import Configuration now fully describes the first three header rows of our import
file (colored boxes have been added to highlight how the import configuration maps to the import file):
Header-Row Columns (a single value here applies to each regular row of your import file):
ฆi
Column
Row
Entity
Entity #
Element
B
1
Activity Project
1.1
Project ID
Kiti+Ji:
c 'I
1
Activity Project
1.2
Project ID
*ii
D
1
Activity Project
1.3
^^rojecU^_
Wit
ii
2 '
^^ctivit^_
1
Activitv^^^^^^
m*
M
I
3
{Ignore Row}
Import File
A
B
C
D
E
Pro-ject ID (1-3):
MAIN
PUB
VOL-SP
Activity Comment: | Earth Dav Volunteer Samcling
Date
Activity ID
Location ID
Parameter
Value
05/04/2013
M192-2013-05-04F
Ml 9 2
pH
S.3
05/04/2013
M192-2013-05-04F
M192
DO
10.9
05/04/2013
M192-2013-05-04F
M192
Temperature
20.6
05/04/2013
M121-2013-05-04F
Ml 21
pH
9.1
05/04/2013
M121-2013-05-04F
Ml 21
DO
13.48
05/04/2013
M121-2013 -05-04F
Ml 21
Temperature
19.7
IB, 1C, and ID of our file map to a Project ID
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2B of our file maps to an Activity Comment
Row 3 is ignored
If we were to complete the Import Configuration, by defining all the Regular Columns, and then import
this file, then the following WQX Elements would be populated. The elements populated from a Header-
Row Column are highlighted in red.
Activity
Activity Project
Result
Date
Activity ID
Location
ID
Activity
Comment
Project
ID
Project
ID
Project
ID
Parameter
Value
05/04/2013 M192-2013-05-04F M191 Earth Day
Volunteer
Sampling
MAIN PUB VOL-SP
pH 8.3
DO 10.9
Temperature 20.6
05/04/2013 M192-2013-05-04F M121 Earth Day
Volunteer
Sampling
MAIN PUB VOL-SP
pH 9.1
DO 13.48
Temperature 19.7
Before wrapping up our discussion of Header-Row Columns, let's clarify how the new Entity # attributes
are assigned (in this example).
Header-Row Columns (a single value here applies to each regular row of your import file):
Entity
Entity #
Tram
Activity Project
Activity Project
Activity Project
Activity
{Ignore Row}
1.1
1.2
1.3
1
Project ID
Project ID
Project ID
Activity Comment
0 Edit
0 Edit
0 Edit
0 Edit
In Expert Mode the "Entity #" can be a compound value (e.g. "1.3" or "2.2" or even "2.3.1"). This value
holds two pieces of information: which entity number an element belongs to, and, in some cases, which
entity is the parent of that entity.
Entities exist in a hierarchy, where one can be the child of another. In our example above, we have an
Activity with an Entity # "1", which means it's the first Activity. We also have several "Activity Project"
entities with Entity #s "1.1", "1.2", and "1.3", which means that they are the first, second and third
"Activity Project" entities under the first Activity. See the WQX Data Model in Section 3.4 for an overview
of this hierarchy - although "Activity Project" is not specifically shown. Also, these Entity #s will be more
useful when we discuss how to support a crosstab-style import file [in Section 4.7.3).
4.7.2 Regular Columns
In Expert Mode, the "Columns" section (described in Section 4.1 of this document) is now called
"Regular Columns" to distinguish it from the "Header-Row Columns" section which is also on the page.
Initially, the label at the top of this section will indicate that the "Regular Columns [are] starting at row 2
of our import file". This is because Row 1 is defined as a header row (by default).
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[Regular Columns (starting at row 2 of your import file) |
Column Entity
^L_L)4hii] 1A *1 Aซivi'y
xLft+a
Activity
Activity
XLh+1
*] Activity
ntity #
Element
User Supplied Element Name
When Column... Then Use These Values Translations
Activity Start Date
Activity Start Time
Activity Start Time Zone
Activity ID
=@lmportValue
0 Edit
1 Edit
0ฃdii
In other words, the Header-Row Columns section of the page is used to define the columns in each header
row of our import file and the Regular Columns section of the page is used to define the columns that are
in every subsequent row of our import file.
If we were to create 3 header rows, like we did previously, then the label on our Regular Columns would
indicate that the Regular Columns start on row 4.
Regular Columns also have an "Entity #" attribute.
Result
xEfa+l
KCh+a
KCh+a
xt^+1
~ Result
~ Result
~ Result
Result Detection Limit
Result Detection Limit
w Result Detection Limit
1.1
1.1
1.1
1.1
1.1.1
1.1.1
1.1.1
Result Analytical Method Context
Result Value
Result Status ID
Result Value Type
Result Detection Limit Type
Result Detection Limit Value
Result Detection Limit Unit
Initially, these will all be 1,1.1, or even 1.1.1, because there are only one of each entity in a default import
configuration.
However, if we were to add any element more than once, this would no longer be true.
For example, if we add a second Result Frequency Class, and m ove it to column B, its Entity # will be 1.2
(meaning it's the second Frequency Class Descriptor under the first Activity):
Regular Columns (starting at row 2 of your import file)
Column
Entity
Entity #
Element
User!
X i-UV H
A
~
Result Frequency Class
1.1.1
Frequency Class Descriptor
Xtl+ll
B
~
Result Frequency Class
1.1.2
Frequency Class Descriptor
The assignment of Entity #s is straightforward for simple entities, like an Activity Project, with only one
element (Project ID). However, entities, like an Activity or Result, are more complex and merit additional
clarification.
The following rule dictates how WQX Web assigns an Entity #:
When a duplicate element is added to an import configuration, a new entity instance is created at that
column position and a new Entity # is assigned. All other elements that belong to that same entity, and are in
a higher column position, will also be assigned that Entity #.
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The following example will help demonstrate this rule:
Suppose we add a second Activity ID element to our import configuration and move it to Column H:
Regular Columns (starting at row 2 of your import file)
Column
Entity
Entity #
User Supplied Element Name
When Column...
Activity
Activity
Activity
Activity
Activity
Activity
Activity Project
Activity
Activity
Activity
Activity
Result
1 w~\ Activity Start Date
1 T ] Activity Start Time
MM/DD/YYYY
HH:MI:SS PM
Is Not Blank
J Activity Start Time Zone
Activity ID
ปj Activity Type
*J Activity Media Name
Project ID
j Monitoring Location ID
Activity ID
Sample Collection Method ID
*1 Sample Collection Equipment Name
Result Detection Condition
xcb+i
XiM-B)
Kiii+a
xift+1
xwh a
X [ฃ}+!)
Previously all Activity elements had an Entity # of "1". Now, Column H, is mapped to a second "Activity
ID". Two Activity IDs can't exist on the same Activity, so a new Activity is started (i.e. Entity # "2") on
column H.
Also, notice that every subsequent Activity element (on columns I, J, and K) also has an Entity # of "2".
Once a new entity is created, all subsequent elements (in higher column positions) relate to that same
Entity #.
In addition to the Entity #s changing, notice that some of the Entity # values are in a drop-down list (e.g.
columns A,B, D, E, G, I, and J)
When there are more than one of a particular entity instance (e.g. Activity - in this example), but an
element, on that entity instance, exists only once, then that element gets a drop-down list. There are
only two values in the drop-down list: the default entity # assigned by the system, and "All".
1
0
>
0
1
2
All
or
All
If you were to select "All" from the drop-down list for "Activity Type" on Column D, for example,
Regular Columns (starting at row 2 of your import file)
Column
(a!
KCb+i E
Activity
Activity
Activity
Activity
ฆฆ
IT"
User Supplied Element Name
When Column... Then Use These Vj
w | Activity Start Date
* | Activity Start Time
[ HH:MI:SS PM * | Is Not Blank =@lmportValue
| 1 w\ Activity Start Time Zone
1 Activity ID
Activity
Activity Type
M *1 Activity Media Name
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then you are saying that you want Column D (of your import file) to be used as the Activity Type for all
Activities (on a particular row of the import file), not just for Activity #1.
If we were to add a second "Activity Type" element and move it to column E, then the drop-down list on
Activity Type would go away, and the first one will be assigned to Activity #1 and the second one will be
assigned to Activity #2.
Regular Columns (starting at row 2 of your import file)
Column
Entity
Entity #
Element
= A
| Activity
1 Activity Start Date
| B ^ | Activity
Activity
I C --| Activity
X - j1!#3 Lง) IE -| Activity
[ 1 w | Activity Start Time
[ 1 ^ | Activity Start Time Zone
1 Activity ID
l= D
w Activity
Activity Type
Activity Type
User Supplied Element Name
MM/DD/*
HH:MI:SS
This behavior will be leveraged in our crosstab example in the next section.
4.7.3 Creating an Import Configuration to Support a Crosstab-style Import File
A crosstab file is a special type of spreadsheet or flat file format where column headers contain data that
relates to all the rows of the file, and, in some cases, row headers relate to all the columns on a row. A
crosstab file is more concise than a standard file, because it avoids some of the repetition that occurs in a
standard file and typically includes more than one of the same type of entity on a single row of the file. For
example, you could include many results on a single row (rather than just one).
Here is an example of a crosstab file that has one Activity and three Results (for Temperature, DO, and
pH) per row:
A
B
C
D
E
F
G
H
Characteristic ->
Temperature
DO
PH
Units ->
Deg C
mg/1
none
Activity ID
Date
Location ID
Result
Depth (m)
Fraction ->
A-l
5/4/2013
ML-1
1
-0.1
2.5
8.1
A-l
5/4/2013
ML-1
3
2.4
8.34
A-2
5/5/2013
ML-2
1
9.8
8.8
8.8
A-2
5/5/2013
ML-2
3
7
9.2
8.5
A-3
5/6/2013
ML-3
1
2.3
2.9
9.1
A-3
5/6/2013
ML-3
3
2.9
1.9
8.55
Now, let's build an import configuration to support this file.
As mentioned previously, it's recommended that you create the regular columns in your import
configuration before the header-row columns (because a regular column must exist in a specific position
before a header-row column can be placed in that position).
Start by mapping Column A to Activity ID, B to Activity Start Date, and C to Monitoring Location ID:
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Regular Columns (starting at row 2 of your import file)
Column Entity Entity # Element User Supplied Element Name Format When Column... Then Use TK
|A M
Activity 1 Activity ID
3] [ B ~ | Activity
^ [_ง) | C Activity
Activity Start Date | MM/DD/YYYY
Monitoring Location ID
Column D is for our Result Depth (in meters), so map Result Depth Measure and Result Depth Unit to
Column D and then set the default value for the Units to "m".
ฅ\M | D ^ | Result
Result
1.1 Result Depth/Height Measure
1.1 Result Depth/Height Unit
Is Not Blank =@lmportValue
Column E of our file doesn't contain data, so we want to ignore it.
{ignore Column}
Columns F, G, and H will hold our three Result Values (for Temperature, DO, and pH):
Result
w Result
1.1
1.2
Result Value
Result Value
H * Result
1.3
Result Value
Now that we have three Results in our import configuration, but only one Result Depth and Units, the
Entity # for them has changed to a drop-down list. Let's change the value to "All" because Column D of
our import file contains the Depth for all three Results on each row.
D
Result
All
Result Depth/Height Measure
Result
All
Result Depth/Height Unit
See below how our Import Configuration now describes the regular rows of our import file (colored
boxes have been added to highlight how the import configuration maps to the import file):
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Column Entity Entity # Element
User Supplied Element Name
Format When Column... Then Use These Values
Translations
Li
[A T
Activity 1 Activity ID
0 Edit
.Mht
B T Activity 1 Activity Start Date
| MM/DD/YYYY "|
OEdit
Ic *| Activity 1 Monitoring Location ID
OEdit
^ - ] Hf8 8l ID T | Result | All T | Result Depth/Height Measure
Result All " Result Depth/Height Unit
Is Not Blank =@lmportValue
m
1 Edit
|^1 1^ H {IgnoreColumn}
3| |f t| Result 1.1 Result Value
0 Edjt
X n r
|g t Result 1.2 Result Value
OEdit
<[
* iป .
Result 1.3 Result Value
OEdit
Import File
A
B
C
D
E
F
G
H
Characteristic ->
Temperature
DO
pH
Units ->
Deg C
mg/1
none
Activity ID
Date
Location ID
Result
Depth (m)
Fraction ->
-0.1
A-l
5/4/2013
ML-1
1
2.5
8.1
A-l
5/4/2013
ML-1
3
2.4
8.34
A-2
5/5/2013
ML-2
1
9.8
00
00
00
00
A-2
5/5/2013
ML-2
3
7
9.2
8.5
A-3
5/6/2013
ML-3
1
2.3
2.9
9.1
A-3
5/6/2013
ML-3
3
2.9
1.9
8.55
Now let's create our Header-Row Columns:
Add three "Characteristic Name" elements to header row 1 and columns F, G, and H.
,j+ ^1 | f | 1 Result 1.1 Characteristic Name
KLb+i j G w| 11 Result 1.2 Characteristic Name
1 | H | 1 w | Result 1.3 Characteristic Name
Now, add three "Result Unit" elements to header row 2 and columns F, G, and H.
| F -I | 2 *-| Result 1.1 Result Unit 0 Mt
[ G w\ [2 | Result 1.2 Result Unit 0 Edit
| H [2 | Result 1.3 Result Unit 0 Edit
We have now completed mapping all of our header-row columns.
As a final step, create Generated Values for elements that are not included in our import file, such as the
following example:
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0ฃdi$
0 Edit
0 Edit
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WQX Web User Guide
i
Entity
Entity #
Organization
Activity
Activity
Activity Project
Result
Result
All
All
All
All
All
Organization ID
Activity Media Name
Activity Type
Project ID
Result Status ID
Result Value Type
WQXTEST
Water
Field Msr/Obs
1
Final
Actual
Our import configuration is now complete. If our file was imported, the following entities and elements would
be populated in WQX.
Activity
Activity
Project
Result
Activity
ID
Activity
Start
Date
Monitoring
Location ID
Activity
Media
Name
Activity
Type
Project
ID
Result
Depth /
Height
Measure
Result
Depth
/
Height
Unit
Characteristic
Name
Result
Unit
Result
Sample
Fraction
Result
Value
Result
Status
A-l
5/4/2013
ML-1
Water
Field
Msr/Obs
1
1
m
Temperature
DegC
-0.1
Final
1
m
DO
mg/l
Dissolved
2.5
Final
1
m
pH
none
8.1
Final
3
m
DO
mg/l
Dissolved
2.4
Final
3
m
pH
none
8.34
Final
A-2
5/5/2013
ML-2
Water
Field
Msr/Obs
1
1
m
Temperature
DegC
9.8
Final
1
m
DO
mg/l
Dissolved
8.8
Final
1
m
pH
none
8.8
Final
3
m
Temperature
DegC
7
Final
3
m
DO
mg/l
Dissolved
9.2
Final
3
m
pH
none
8.5
Final
A-3
5/6/2013
ML-3
Water
Field
Msr/Obs
1
1
m
Temperature
DegC
2.3
Final
1
m
DO
mg/l
Dissolved
2.9
Final
1
m
pH
none
9.1
Final
3
m
Temperature
DegC
2.9
Final
3
m
DO
mg/l
Dissolved
1.9
Final
3
m
pH
none
8.55
Final
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5 Datasets
Datasets are the source for the submission file that's created by WQX Web (and sent to CDX). It
represents the outcome of importing your data file, applying defaults and translations from your import
configuration, and resolving any validation issues that the system identifies (many of which can be
corrected within the system).
Datasets are temporary and do not represent data that is in WQX. Importing, correcting, deleting
datasets has no effect on the data that is in WQX (the official repository of ambient water quality data at
the EPA).
The data in a dataset only becomes permanent once a submission file has been exported, submitted to
CDX and processed successfully by the WQX System (which is separate from WQX Web).
You can work with a dataset in WQX Web for a maximum number of days at which time it will be
automatically purged from this system to keep the system from being overloaded with temporary data.
Currently the system allows about two weeks for you to work with your dataset.
Once you have submitted your dataset to CDX and it has loaded successfully, you are encouraged to
delete your dataset from WQX Web (since it is no longer needed).
5.1 Progress Bar
When you begin importing or exporting a dataset, a new progress bar appears on the Dataset Detail
Page, which will indicate the status, percent complete, and estimated time remaining.
| Dataset Information:
Type:
Monitoring Locations
Import Configuration:
Status:
lg (36.5%) - 0:00:21 rem
Event Log:
26 Errors 0 Waminqs. 1 Messages View Log
Start Time:
04-28-2016 07:23:40 PM
If you navigate to another page within WQX Web, the progress bar will continue to be visible in the
upper right-hand corner of the page (near the logout button). This allows you to continue monitoring
the progress of a large import or export while navigating to other pages within WQX Web.
This progress bar serves two additional purposes:
It prevents an automatic logout while a dataset is processing for a particular user. Normally, after
45 minutes of inactivity, you are logged out of the system. When a dataset is processing however,
you will remain logged in, and able to view the progress of your import or export.
It reminds the web server that you have a dataset that is processing and prevents the web server
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from shutting down before your dataset has completed, In previous versions of WQX Web, there
have been cases where WQX Web has shut down (on the web server) while an active dataset was
being processed. This caused confusion, because you would still see a dataset whose status was
"Importing" (for example), but it had actually been shut down and would not complete.
o Your dataset should continue to process on the server, as long as you leave your browser
open.
5.2Icons on the DatasetsPage
The data flow within WQX Web involves several steps. Unless the final step is completed successfully,
your data is only temporary (and will eventually be cleared from the system). To help highlight this
multi-step process, icons have been added to the Datasets Page. There are four icons used on this
page:
This indicates a dataset that is actively being processed by WQX Web (or WQX). It's associated
with a status of "Importing". "Exporting", or "Processing atCDX"
This indicates that one or more errors have been logged while processing a dataset, and those
errors have not been resolved. This is associated with a status of "Import Failed", "Export Failed",
"Failed at CDX", and "Imported" fwhen there are unresolved validation errors!
This is associated with a status of "Imported" and it indicates that there were no validation
errors logged, or that you have resolved all validation errors that were logged. Your dataset is
now ready be submitted to the Central Data Exchange (CDX), which will pass your submission
file on to the
Water Quality Exchange fWOX] for final processing.
This indicates that you have successfully completed all steps in the process. Your dataset has been
submitted to CDX/WQX and completed without error.
The following is an example of the new Datasets Page (with status icons):
Datasets
1 . , - ... -
1U
rue i^ame
type
siaius
urganizauon
v.reaieo
ireaieo oy
expires
43972
2009.txt
Results & Activities
Importing
NNEPA
05-09-2016 12:56 PM
Dwane Young
14 Days
43971
2010.txt
Results & Activities
o
Completed at
CDX
NNEPA
05-09-2016 12:32 PM
Dwane Young
2 Days
43970
AlgaeJTestxIsx
Results & Activities
II
Imported
NARSTEST
05-09-2016 12:11 PM
Kevin Christian
14 Days
43957
WQX Web 2.6 New Features Testxlsx
Results & Activities
&
Failed at CDX
WQXTEST
05-06-2016 07:29 PM
Ryan Jorgensen
12 Days
43956
WQX Submission 43956 Update.np
WQX Submission
o
Completed at
CDX
EPA.GLNPO
05-06-2016 04:29 PM
Rick Cooke
0 Days
43955
Water quality elem sites from 09 austm
park.xlsx
Results & Activities
o
Imported
P0M0989.WQX
05-06-2016 03:16 PM
12 Days
43772
MonitoringLocationsUB03.csv
Monitoring Locations
<ป
Imported
UB-SIAT-PE.WQX
04-28-2016 10:57 AM
3 Days
43766
MonitoringLocationsUB02.csv
Monitoring Locations
o
Import Failed
04-28-2016 10:44 AM
3 Days
43745
Copy of CNA Physical-Chemical Template.xls
Projects
o
Failed at CDX
WQXTEST
04-27-2016 03:41 PM
3 Days
0Q0B0
22 items in 1 pages |
5.3 Message Box on the Dataset Detail Page
The Dataset Detail Page includes a message box in the upper-right corner of the page.
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Dataset Details
[ Return | Delete | Export & Submit to CDX
Dataset Information:
^ Submission to CDX Successful! ||
Type: Results & Activities
Imoort Confiquration: NNEPA Reaular Results confiaA
Organization ID: NNEPA
Status:
The final step in this process has completed and the WQX database has been updated. It may take up to
four days for this data to be published and become available from the STORET Data Warehouse.
This message box highlights a dataset's status and reminds you of the steps remaining in the process
(if any). The following are examples of the message boxes in WQX Web:
When importing...
Dataset is importing
Note: importing data (into the staging area) is just step 1' of a multi-step process. You must complete the
subsequent step(s) for your data to be saved. These steps will be provided once your import completes.
Also, feel free to navigate to other pages (within WQX Web) while a long-running import is processing. A
progress bar will display on all pages so that you can continue to monitor this import.
If there were errors during the import...
Import Completed (with errors)
Step 1 of 3 completed.
The dataset has been imported, but there are errors that need to be resolved (step 2), and then the dataset
needs to be submitted to CDX (step 3). If you submit to CDX before resolving all errors, then only the valid
records will be included.
A dataset only becomes permanent after it has been submitted to CDX.
If there were no errors during the import...
\>^ Dataset is ready to be submitted to CDX
Step 1 of 2 completed.
The dataset has been imported (step 1). Now the dataset needs to be submitted to CDX (step 2).
A dataset only becomes permanent after it has been submitted to CDX.
If all errors have been resolved...
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\>^ Errors Resolved
Step 2 of 3 completed.
The dataset has been imported (step 1), and errors have been resolved (step 2). Now the dataset needs to
be submitted to CDX (step 3).
A dataset only becomes permanent after it has been submitted to CDX.
After a successful submission to CDX and a "Completed" status ...
Submission to CDX Successful!
The final step in this process has completed and the WQX database has been updated. It may take
up to four days for this data to be published and become available from the STORET Data
Warehouse.
5.4 Dataset Purpose and Type
Dataset Purpose
A dataset can be created for the purpose of either Adding & Updating data or for Deleting data in the WQX
System. Add/Update datasets contain a full set of data and will update records in WQX where the ID for
the record matches an existing value. If no match is found, then the data will be added to WQX. Delete
datasets include just one column which contains the unique ID of the record(s) you wish to delete from
the WQX System.
Once a dataset is created in WQX Web, it will be available to anyone with rights to the organization
referenced in the import file. Other users will not see it.
Dataset Types
The types of datasets supported by WQX Web are as follows:
Projects
Monitoring Locations
Monitoring Location Weights
Biological or Habitat Indices
Activities and Results
Activities and Metrics
Activity Groups
Delete Projects
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Delete Monitoring Locations
Delete Activities
Delete Activity Groups
Delete Biological or Habitat Indices
5.5 Importing Data (Creating a New Dataset)
Click the "Import & Submit" link on the navigation bar.
Select the method (i.e: to delete or to import (add) data) and type of dataset you wish to create (i.e:
projects, activity groups, etc.).
Home Page Setup
Dataset Details
Domain Values
Review
Administrator
Return
| Delete | Export & Submit to CDX
Dataset Information:
Type: Results & Activities
Import Configuration: WQX30 Activity Result:
Organization ID: WQXTEST
Status:
Import & Submit
Import Projects (into the staging area)
Import Monitoring Locations (into the staging area)
Import Monitoring Location Weights (into the staging area)
Import Indexes (into the staging area)
Import Results & Activities (into the staging area)
Import Metrics & Activities (into the staging area)
Import Activity Groups (into the staging area)
Import a batch of IDs for records to delete from WQX
Submit a WQX XML file directly to CDX
View existing datasets (in the staging area)
The system will display the Import page.
2 ^ 4 _|^_|_
Type of Data:
Import Configuration:
Type of File:
Projects
S] Ignore First Row of Import File?
Da
npleted.
is been impor
becomes per
HomePage Setup Domain Values Import & Submit ReviewE
Administrator
Help
mport an Excel Spreadsheet or Text File into WQX Web
Import Configuration and Type of File
Note: If you selected to create one of the "Delete" datasets on the previous page, then the following
will be displayed instead. Select which item you want to delete - then continue as follows:
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To Delete Data in WQX:
Import a File of Project IDs to be deleted
Import a File of Monitoring Location IDs to be deleted
Import a File of Activity IDs to be deleted
Import a File of Activity Group IDs to be deleted
Import a File of Index IDs to be deleted
Select an import configuration from the dropdown list.
Note: The list will be filtered to only show Import Configurations that match the type you clicked on the
previous page and that you have "Rights" to.
Import an Excel Spreadsheet or Text File into WQX Web
Import Configuration and Type of File
Type of Data:
Import Configuration:
Type of File:
Worksheet(s) to Import:
Generated Values
Projects
[ Mark M. LeBaron ~ Project List Page Export Format (Template) ~ 2297
Microsoft Excel (xlsx) ~
1st
S] Ignore First Row of Import File?
"J (note: the "1st" worksheet is the left-most tab of the Excel Workbook)
Element Value Format
Organization ID (none)
New or Existing Data:
ฎ This file contains new data onjy. (i.e. not in WQX).
This file contains existing data only (i.e. already in WQX).
This file may contain new and/or existing data.
If import file is free of errors:
ฎ Let me review my dataset in the staging area before submitting.
Automatically submit the data to WQX.
File(s)
.xlsx, .xlsm, .zip
.zip
Import File: Choose File No file chosen
Attachments File: Choose File No file chosen
Under Import File, choose the file that you wish to import into the staging area.
The file you select must have an extension of TXT, CSV or ZIP. If it is a zip file, it must contain a TXT or
CSV file inside it.
If you have attachments referenced in your import file, then use the Browse button on the Attachments
File field to browse and find the zip file that holds all of the attachments. The file must be a ZIP file.
BEFORE YOU PRESS "IMPORT DATA"
"Ignore First Row of Import File?": This box is most likely defaulted to be checked. This is
going to have the system "ignore" your header row in your file and just read the information in
the order you have in your configuration (see section 4 for information on building a
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configuration for import).
Review the table showing the generated values that will be used when importing this file. The
Default Values are from the selected import configuration and can be overridden here for this
file (without affecting the values in the import configuration). Change any values as needed and
make sure all generated values have a value in place.
New or Existing Data: there are 3 options available to choose when importing a file into the
staging area.
This file contains new data only: the default. The system is checking for potential duplications
(based off activity ID) and expecting only data that is not currently at WQX. This is handy for
importing your new records into the system. Any data already existing at WQX will be flagged
as an ERROR.
This file contains existing data only: The system is checking for data it only has seen at WQX
(based off activity ID). This is handy for updating records already existing in the system. Any
data that is not currently at WQX will be flagged as an ERROR.
This file may contain new and/or existing data: This option is great for importing a running
dataset into WQX, however the validation the system was doing for the other two options above
will not have the system show an error as before.
If import file is free of errors:
Let me review my dataset in the staging area before submitting: the default. This will allow you
to see your data in the staging area, review your import counts, and other messages that
happened on import before submitting your dataset to WQX
Automatically submit the data to WQX: This feature will flow your data directly to WQX without
going through the staging area ONLY if you don't have any errors on import
Click "Import Data"
The system will begin importing the file(s) and validating the imported data. Validation will check for the
following types of errors:
Values that exceed the maximum allowed length
Values that do not match a related lookup table value
Values that are not in the correct format
Values that are missing but are required in WQX.A11 other data rules as defined in the WQX
Flow Configuration Document.
The system will display the Dataset Summary page. The Dataset Summary page provides information
regarding the status of a dataset, including the percent complete and a count of any warnings or errors
logged so far. An animated image will spin to remind you that an active process is running on the server.
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Dataset Details
Return
Dataset Information:
Dataset is importing
Type: Projects
Import Configuration: Project List Page Export Format (Template)
Status: Importing
Note: Importing data (into the staging area) is just 'step V of a multi-step process. You must complete the subsequent step(s) for your data
to be saved. These steps will be provided once your import completes.
Also, feel free to navigate to other pages (within WQX Web) while a long-running import is processing. A progress bar will display on all
pages so that you can continue to monitor this import.
Event Log: 0 Errors, 0 Warnings, 1 Messages View Log
Start Time: 03-21 -2020 12:57:21 PM
End Time:
File/Transaction ID: ProjectsExport (6).xlsx
Documents:
Name
ฃro|ectsL*po'~: i'6Is
During the import process the status will be one of the following:
Waiting to Import - The dataset has been queued for importing but has not yet started.
Generally, a dataset only has this status for a fraction of a second. In many cases you will not even see this
status. However, in some cases when the server is heavily loaded, a dataset may remain in this state for
an extended period of time waiting for other datasets to finish processing.
Importing - The dataset is being imported. Percent Complete and a count of Errors & Warnings
will be displayed. If you wish to review the errors while the file is being processed, you can click the
"View Log" link.
This page will refresh automatically and update the status, percent complete, and provide an estimated
end time for the import process. If it appears that it will take more than a few minutes to complete you
can choose to navigate elsewhere in the system and perform other tasks or leave the system entirely and
come back at a later time. The process will continue on its own and you can check back at any time by
following the instructions in the next section. When the import process completes it will have one of the
following statuses:
Imported - The dataset has been imported and validation errors, if any, may be reviewed and
resolved. Record counts are displayed.
Import Failed - Either the import was cancelled or there were serious errors that prevented the
file from being imported. If you did not cancel the import, then you should click the "View Log" link to
investigate what happened. One common cause of failure is when your import configuration doesn't
match your import file. If you believe the error that was logged is a bug in the system, you should report
it to the STORET help desk.
See 5.1.3 for more details on import messages.
At this point, the Dataset Summary Page will display additional information about your dataset. See the
next section for more information about the Dataset Summary Page.
5.6 Importing Data Using a Template
Templates are available to use to import your data into WQX. In most cases you will have to save the
template as your own copy before use (see above about creating new import configurations).
One example is the template: "Add Project ID(s) to existing Activities (Templatej". In a situation where
you have already submitted Activities to CDX/WQX and then wish to update the Projects to which those
Activities relate, you can add those Project references without having to reimport and submit the entire
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set of Activity and Result data. If you can create a file with a column for the Activity ID, and one to three
additional columns for Project IDs, then you can import that file and those Project IDs will be added to
the existing Activities.
Dataset Details
Return^|Delete|UpdateWQX
Dataset Information:
Type: Results & Activities
Import Configuration: Add Project IDfs) to existing Activities (Template)
Organization ID: WQXTEST
Status:
There will not be an "Export & Submit to CDX" button on the Dataset Details Page. Instead you will
see an "Update WQX" button. This will update the WQX database.
A second example is the "Update Result Status (Templatej". In a situation where you have already
submitted Activities to CDX/WQX and then wish to update the Projects to which those Activities relate,
you can now add those Project references without having to reimport and submit the entire set of
Activity and Result data. If you can create a file with a column for the Activity ID, and one to three
additional columns for Project IDs, then you can import that file and those Project IDs will be added to
the existing Activities. Some templates (like this one) you don't have to save as your own copy before
use, but you do have to select your correct organization ID before importing.
Import File
Import Data
import Configuration and Type of File
Type of Data;
Import Configuration:
Type of File:
Worksheet(s) to Import:
Generated Values
Results & Activities
[ System ~ Update Result Status (Template) ~ 10
Microsoft Excel (xlsx)
1st
J Ignore First Row of Import File?
~ j (note: the "1st" worksheet is the left-most tab of the Excel Workbook}
Element
Value Format
Organization ID {none}
File(s)
Import File:
Attachments File:
Choose File No file chosen
Choose File No file chosen
.xlsx, .xlsm, .zip
.zip
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There will not be an "Export & Submit to CDX" button on the Dataset Details Page, instead you will
see an "Update WQX" button. This will update the WQX database.
5.7 Continuing with an Existing Dataset
Dataset Details
Return I Delete I Update WQX
Dataset Information:
Type: Results & Activities
Import Configuration: Add Project IDfs] to existing Activities (Template)
Organization ID: WQXTEST
Status:
Select the "Import & Submit" link on the Navigation Bar and click "View Existing Datasets (in the staging
area)". This will navigate to the Datasets List Page. The page displays a list of datasets that you have created
(or were created by other users in your organization).
IV
cue Name
lype
status urgamzauon i_reaiea
creaiea oy txpires
6177
ProjectsExport (6).xlsx
Projects
Imported
GKMER
03-21-2020 1257 PM
Kayla Gower
29 Days
6176
ActivitiesResults.xIsx
Results & Activities
Imported
WQXTEST
03-20-2020 02:29 PM
Rick Cooke
29 Days
6166
Projectz
Projects
e
Import Failed
WQXTEST
03-18-2020 02:56 PM
Rick Cooke
27 Days
6165
TEST columns
Proj ects, Locations, Wei g hts, Resu 1 ts, 1 ndexes, Metrics,(
(1 J.xlsx
Projects
o
Export Failed
WQXTEST
03-18-2020 11:21 AM
Rick Cooke
26 Days
6164
TEST columns
Projects,Locations, Weights,Results.lndexes,Metrics,<
Monitoring Locations
~
Imported
WQXTEST
03-18-2020 09:24 AM
Kevin Christian
26 Days
6162
TEST columns
Projects,Locations,Weights,Results,Indexes,Metrics,(
Projects
ป
Imported
WQXTEST
03-18-2020 08:05 AM
Pamela Blasdell
26 Days
6151
Modified_WQX Biological Tempiate_new.x!sm
Results & Activities
Q
Import Failed
WQXTEST
03-13-2020 09:50 PM
Kevin Christian
22 Days
6150
Modified_WQX Biological Template.xlsm
Results & Activities
&
Import Failed
WQXTEST
03-13-2020 09:49 PM
Kevin Christian
22 Days
ฃ145
MonitoringLocation.xIsx
Monitoring Locations
o
Completed at CDX
WQXTEST
03-09-2020 11:04 PM
Rick Cooke
0 Days
Click the link on the ID of the dataset you wish to work with. The system will display the Dataset
Summary page.
When the system processes an import file, it records three key items (errors/messages, imported
records, and documents you imported) which are summarized on this page:
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Export & Submit to CDX
Dataset Information:
Type: Results & Activities
Import Configuration:
Organization ID: WQXTEST
Status:
Import Completed (with errors)
The dataset has been imported, but there are errors that need to be resolved (step 2), and then the dataset needs to be submitted to CDX
(step 3). If you submit to CDX before resolving all errors, then only the valid records will be included.
A dataset only becomes permanent after it has been submitted to CDX,
Import Event
Start Time: 03-04-2020 07:28:07 AM
End Time: 03-04-2020 07:28:14 AM
File Name: ALL columns Projects,Locations,Weights,Resu Its,lndexes,Metrics,Groups.xlsx
Event Log: View all validation errors and warnings
Imported Records:
Entity
Total
Valid
New
Existing
Activity
34
32
34
0
Activity Group
3
3
3
0
Result
103
103
Message Type
Total
Resolved
Event Log
Resolution
Inconsistent Data
5
0
View Log
Resolve in Import File
Value or Format Invalid
1
1
View Log
Resolve Online
Message
7
7
View Log
N/A
Documents:
As errors and warnings are identified, they are logged to an event log. This page summarizes the
number of errors and warnings (as well the number of informational messages). See Section 5.5 for more
information.
5.8 Resolving Validation Errors in a Dataset
As mentioned previously, the import process performs validation checks on the data in your import file.
A summary of the findings is displayed in a "Validation Errors" table on the Dataset Summary Page.
File Name: Resufts Demo - All types of validation errors-xlsx
Event Log: View all validation errors and warnings
Message Type Total Resolved
Event Log
Resolution
Message
6
View
Loo
None Needed
Max Length Exceeded
2
1
View
Loa
Resolve Online
Domain Value Invalid
20
0
View
Loa
Resolve Online
Value or Format Invalid
1
0
View
Loq
Resolve Online
Required Value Missing
3
0
View
Loq
Resolve Online
Risk of Overwriting Data
7
0
View
Loa
Resolve in Import File
Inconsistent Data
12
0
View
Loa
Resolve in Import File
There are a few approaches you could use to resolving errors that occurred while processing your import file.
1. Use "Resolution Pages" in WQX Web designed to fix specific types of errors. Currently not all
errors can be corrected in WQX Web, so there are limitations to this approach.
2. Review the Event Log, correct your import file and then re-import it. See Section 5.5 for more
information.
3. It is recommended you consider using a hybrid approach to correcting errors.
Correcting only errors that require to be resolved in your file (see inconsistent data example
above) and then re-import you file.
Then use the Resolution Pages ("Resolve Online") to correct the remaining errors.
The main advantage to this approach is that most Resolution Pages can fix a batch of issues with
one change. For example, if an invalid domain value was used 100 times in your file, you can make
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a single correction and all 100 occurrences will be corrected.
Each type of error listed in the Validation Errors Table has a link to another page. Generally, these are
Resolution Pages to allow you to correct the error (without having to re-import your data)
There are four types of validation errors that can be corrected in the system:
1. Invalid Domain Value - A value in the import file didn't match any of the allowed values in the
lookup table for the corresponding data element. See Section 5.5.1
2. Invalid Format - The format of a value in the import file didn't match the format you specified in
your import configuration for the corresponding data element. See Section 5.5.2
3. Maximum Length Exceeded - The length of a value in the import file exceeded the maximum
allowable length of the corresponding data element. See Section 5.5.3
4. Required Value Missing - The import file was missing a value that is required to create a valid
WQX Submission File. See Section 5.5.4
The following types of validation errors cannot be corrected in WQX Web:
5. Invalid Translation - this is a rare error to occur, but it indicates that a value in your import file
did not match a translation in the import configuration and the import column is mapped to more
than one WQX data element. If you have at least one translation on this column and no defaults (in
the import configuration) then a translation is required for every value in that column position in
your import file. See Section 4.6.3 for more information.
6. Inconsistent Data - Data is not meeting one of the validation checks for dividing up activities. I.E:
If you have two different activity comments for two lines in your dataset, but the same activity ID
it would flag this error.
7. Risk of Overwriting Data - Based off your activity ID, the system is recognizing another activity
already present at WQX for your organization.
5.9 View Event Log Messages:
To review the complete list of errors, warnings and messages logged while your import file was
processed, click the "View all validation errors and messages" link on the Dataset Summary Page. This
will display the Event Log Messages Page.
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Event Log Messages
Return j Search
Export to Excel |
Message Types: 112 items checked
^ | O Show Source' Column # Details View O Summary View
1 J 1 !
ID
lype
Context
Message
Kesolved
20964069
Inconsistent Data
5th Sheet, Row 3
This Activity ID matches another one (from 5th sheet, row 2). So all other Activity elements must match as well. However,
N
Monitoring Location ID is different on this row.
20964070
Inconsistent Data
5th Sheet Row 4
This Activity ID matches another one (from 5th sheet, row 2). So all other Activity elements must match as well. However,
N
Monitoring Location ID is different on this row.
20964073
Required Value Missing
5th Sheet, Row 2 - Activity
Habitat Selection Method is required when Activity Assemblage is Berrthic Macroinvertebrates'
N
20964074
Required Value Missing
5th Sheet Row 2 Result #1
Result Proportion Sample Processed is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964075
Required Value Missing
5th Sheet Row 2 - Result #1
Result Target Count is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964076
Required Value Missing
5th Sheet Row 3 - Result #2
Result Proportion Sample Processed is required if when Activity Assemblage is Benthic Macroinvertebrate'
N
20964077
Required Value Missing
5th Sheet Row 3 - Result #2
Result Target Count is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964078
Required Value Missing
5th Sheet Row 4 - Result #3
Result Proportion Sample Processed is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964079
Required Value Missing
5th Sheet Row 4 - Result #3
Result Target Count is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964080
Required Value Missing
5th Sheet Row 5 - Activity
Habitat Selection Method is required when Activity Assemblage is Benthic Macroinvertebrates
N
20964081
Required Value Missing
5th Sheet Row 5 - Result #1
Result Proportion Sample Processed is required if when Activity Assemblage is Benthic Macroinvertebrate'
N
20964082
Required Value Missing
5th Sheet Row 5 - Result *1
Result Target Count is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964083
Required Value Missing
5th Sheet, Row 6 ฆ Result #2
Result Proportion Sample Processed is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964084
Required Value Missing
5th Sheet Row 6 - Result #2
Result Target Count is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964085
Required Value Missing
5th Sheet, Row 7 Result #3
Result Proportion Sample Processed is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964086
Required Value Missing
5th Sheet Row 7 - Result #3
Result Target Count is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964087
Required Value Missing
5th Sheet Row 8 - Result #4
Result Proportion Sample Processed is required if when Activity Assemblage is Benthic Macroinvertebrate'
N
20964088
Required Value Missing
5th Sheet, Row 8 - Result #4
Result Target Count is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964089
Required Value Missing
5th Sheet Row 9 - Result #5
Result Proportion Sample Processed is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964090
Required Value Missing
5th Sheet Row 9 - Result #5
Result Target Count is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
N
20964091
Required Value Missing
5th Sheet. Row 10 - Activity
Habitat Selection Method is required when Activity Assemblage is Benthic Macroinvertebrates
N
20964092
Required Value Missing
5th Sheet. Row 10 - Result #1
Result Proportion Sample Processed is required if when Activity Assemblage is Benthic Macroinvertebrate'
N
BHN00
33 items in 1 pages
You can select the "Summary View" radio button at the top of the page to get a summary of each error or
warning (and the number of times it occurred). This is a quick way to assess the specific issues that need
to be resolved.
Event Log Messages
Return | Search
| Export to Excel |
Message Types: [ 12 items checked
] Details View 0 Summary View
Count
Type
Message
2
Inconsistent Data
This Activity ID matches another one (from 5th sheet row 2). So all other Activity elements must match as well. However, Monitoring Location ID is different on this row.
3
Required Value Missing
Habitat Selection Method is required when Activity Assemblage is 'Benthic Macroinvertebrates'
14
Required Value Missing
Result Proportion Sample Processed is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
14
Required Value Missing
Result Target Count is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
You can utilize the drop-down menu to select what specific messages you want to see.
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Return 1 Search 1 Export to Excel 1
Message Types:
Count
12 items checked w
Details View # Summary View
H Check All
2
[r7! Message
(from 5th sheet, row 2). So all other Activity elements must match as well. However, Monitoring L
3
งf] Warning
I when Activity Assemblage is 'Benthic Macroinvertebrates'
14
[VI User Cancelled Process
is required if when Activity Assemblage is 'Benthic Macroinvertebrate'
14
[y| System Process Halted
en Activity Assemblage is 'Benthic Macroinvertebrate'
0 System Error
[V] General Error
[y] General Validation Error
[y] Max Length Exceeded
[y] Domain Value Invalid
[V] Value or Format Invalid
rvl Required Value Missing
[V] Risk of Duplicating Data
[V] Risk of Overwriting Data
[y] Inconsistent Data
Select the Return button to navigate back to the Dataset Summary page.
Note: you can do the same process for viewing the complete log on individual error types by
selecting "View Log" under the individual error code.
5.91 Resolving Invalid Domain Values
To resolve domain value errors, next to Domain Value Invalid click the "Resolve Online" link on the Dataset
Summary page. The system will display the Domain Value Resolution page.
omain Value Resolution
Show: | Unresolved Rows
This is a list of values from your import file that do not match a valid domain value. To correct a value, click its link and select a valid value from the list. Then change the resolution for each row (as needed) and save your changes.
Sampling Design Type
Correct the value in this dataset only
This page allows you to resolve errors where the value in your import file did not match an allowed value
for that data element.
Count - This column displays the number of times the error occurred (in a particular importcolumn
position).
Column - What Column in your file the error is located in.
Element - This column displays the name of the data element that was used for validation.
Value - This column displays the current value for the data element. Before the value is corrected,
this displays the value from your import file. After it's been corrected, it displays the corrected value.
Resolution - This column displays a dropdown list allowing you to select the method of resolving the
validation error:
o Add a translation to the Import Configuration-, selecting this will create a translation in your
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Import Configuration so that any future file having the same value (in the same column) will be
corrected automatically.
o Modify value manually: selecting this will update the value(s) in this dataset but will not
create a translation in your Import Configuration.
Note: there is a preference on the User Preference Page where you can set the default value for
the Resolution dropdown list so that you only have to change the selection when it doesn't match
your standard choice for Resolution.
Repeat the following three steps on each row on the page (to correct all domain value errors):
1. Click the link in the Value column. A list of allowed values for that element will be displayed. For
elements that have a large amount of potential allowed values (i.e: characteristics, taxon) you may be
required to search for a part of the element's name you are looking for before the list loads.
@ SAMPLING DESIGN TYPE
Search Cancel
Code Description
{none)
Probabilistic
Targeted
2. Click the value you wish to select. The new value will now be displayed on the Resolution Page.
a. Note that although "{none}" is a standard choice in all lists of values, the resolution page will
not allow it.
3. Change the "Resolution" value, if needed.
Click the Save button to save your changes and refresh the page (showing the remaining unresolved
rows). This is particularly useful if there is more than one page of errors. Otherwise you can click the
Return button to save your changes and return to the Dataset Summary page.
The dataset summary page will update the counts in the Validation Error Table to account for the records
you corrected. However, the counts in the Valid/Invalid Table will not change. In order for that table to
be updated, you must click the "Revalidate Changes" button that will now be visible on the Dataset
Summary Page. This is a manual step, because it can take a fair amount of time on large datasets. It is
only required that you click this button once before you export your data (so that all changed data will be
rechecked before exporting - because only valid records are exported).
5.9.2 Resolving Invalid Formats
To resolve format errors, next to Value or Format Invalid click the "Resolve Online" on the Dataset Summary
page. The system will display the Value/Format Resolution page.
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(Value/Format Resolution 1
Return j Save
Show: | Unresolved Rows
3
This is a list of values from your import file that are invalid or do not match the format specified
in your import configuration. Change each value to be valid and comply with the specified format, then save your changes.
Count HQ Column
Element
Value Format
37 BV
Analysis End Date
(00/9/23 ] MM/DD/YYYY
15 BV
Analysis End Date
(00/9/23 MM/DD/YYYY
51 BV
Analysis End Date
(00/9/23 MM/DD/YYYY
1 EN
Lab Sample Preparation End Date
[00/9/23| ) MM/DD/YYYY
6 DU
Statistical N Value Numeric
[Daily Maximum Whole Number
This page allows you to resolve errors where the value in your import file did not match the format you
specified in your import configuration.
1. Count - This column displays the number of times the error occurred (in a particular import
column position).
2. Column - What Column in your file the error is located in.
3. Element - This column displays the name of the data element that was used forvalidation.
4. Value - This column displays the current value for the data element. Before the value is
corrected, this displays the value from your import file. After it's been corrected, it
displays the corrected value.
5. Format - This column displays the format (from your import configuration) that the valuemust
match.
Update the Value column on each row to an appropriate value that matches the required format.
Click the Save button to save your changes and refresh the page (showing the remaining unresolved
rows). This is particularly useful if there is more than one page of errors. Otherwise you can click the
Return button to save your changes and return to the Dataset Summary page.
The dataset summary page will update the counts in the Validation Error Table to account for the records
you corrected. However, the counts in the Valid/Invalid Table will not change. In order for that table to
be updated, you must click the "Revalidate Changes" button that will now be visible on the Dataset
Summary Page. This is a manual step, because it can take a fair amount of time on large datasets. It is
only required that you click this button once before you export your data (so that all changed data will be
rechecked before exporting - because only valid records are exported).
5.9.3 Resolving Values that Exceed Maximum Length
To resolve maximum length errors, next to the Max Length Exceeded click the "Resolve Online" link on
the Dataset Summary page. The system will display the Maximum Length Resolution page.
ax Length Resolution
Show; | Unresolved Rows
This is a list of values from your import file that exceed that maximum length allowed. To correct a value, edit the value to reduce its length or choose "Truncate" (to have the system truncate for you). Then save your changes.
Count Column
ingth Current Length
B Project ID
ABCDEFGHIJKLMNOPQRSTUVWXYZ ABCDEFGHIJKLMNOPQRSTUVW
jkjlkjlklkjlkjjljklj k Ij klj kl klj I kjlkjl
89 Correct the value myself
This page allows you to resolve errors where the value in your import file exceeded the maximum length
allowed for a data element.
2. Count - This column displays the number of times the error occurred (in a particular import
column position).
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1. Element - This column displays the name of the data element that was used for validation.
2. Column - What Column in your file the error is located in.
3. Max Length - This column displays the maximum length for the data element
4. Current Length - This column displays the current length for the data element
5. Value - This column displays the current value for the data element. Before the value is
corrected, this displays the value from your import file. After it's been corrected, it
displaysthe corrected value.
6. Resolution - This column displays a dropdown list allowing you to select the method of
resolving the validation error:
Truncate value to fit: selecting this will tell the system to automatically trim off any excess
characters from the value so that it will fit within the allowed size. No change to the value is
needed. If you change the value manually to fit within the allowed size, this instruction will be
ignored, and your new value will be used.
Modify value manually: selecting this will tell the system that you have updated the value manually
to something that fits within its allowed size.
Note: there is a preference on the User Preference Page where you can set the default value
for the Resolution dropdown list, so that you only have to change the selection when it doesn't
match your standard choice for Resolution.
Change the "Resolution" value, as needed, on each row.
Update any rows where the resolution selected is "Modify value manually". Otherwise, you can leave the
values unchanged.
Click the Save button to save your changes and refresh the page (showing the remaining unresolved
rows). This is particularly useful if there is more than one page of errors. Otherwise you can click the
Return button to save your changes and return to the Dataset Summary page.
The dataset summary page will update the counts in the Validation Error Table to account for the records
you corrected. However, the counts in the Valid/Invalid Table will not change. In order for that table to
be updated, you must click the "Revalidate Changes" button that will now be visible on the Dataset
Summary Page. This is a manual step, because it can take a fair amount of time on large datasets. It is
only required that you click this button once before you export your data (so that all changed data will be
rechecked before exporting - because only valid records are exported).
5.9.4 Resolving Required Values that are Missing
To resolve required value errors, next to "Required Value Missing" click the "resolve online" link on the
Dataset Summary page. The system will display the Required Resolution page.
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Required Value Resolution
Return
| Save |
Cancel
Show: Unresolved Rows
This is a list of required values that were not provided in your import file. Provide a value for each one and then save your changes.
Column
Row
Element
Value
BU
7th Sheet, Row 2
Project ID
(None) (WQXTEST)
CE
7th Sheet, Row 2
Characteristic Name
None)
CY
7th Sheet, Row 2
Result Analytical Method Context
None)
CA
7th Sheet, Row 2
Analysis Start Time Zone
None)
EG
7th Sheet, Row 2
Result Detection Limit Type
None)
DV
7th Sheet, Row 2
Subject Taxonomic Name
None)
DL
7th Sheet, Row 2
Result Status ID
None)
CD
7th Sheet, Row 2
Biological Intent
(None)
CD
7th Sheet, Row 3
Biological Intent
None)
CE
7th Sheet, Row 3
Characteristic Name
None)
CY
7th Sheet, Row 3
Result Analytical Method Context
None)
CA
7th Sheet, Row 3
Analysis Start Time Zone
None)
EG
7th Sheet, Row 3
Result Detection Limit Type
None)
DV
7th Sheet, Row 3
Subject Taxonomic Name
None)
DL
7th Sheet, Row 3
Result Status ID
None)
CD
7th Sheet, Row 4
Biological Intent
None)
CE
7th Sheet, Row 4
Characteristic Name
None)
CY
7th Sheet, Row 4
Result Analytical Method Context
None)
CA
7th Sheet, Row 4
Analysis Start Time Zone
None)
EG
7th Sheet, Row 4
Result Detection Limit Type
None)
DV
7th Sheet, Row 4
Subject Taxonomic Name
None)
DL
7th Sheet, Row 4
Result Status ID
None)
DL
7th Sheet, Row 5
Result Status ID
None)
CE
7th Sheet, Row 5
Characteristic Name
None)
CY
7th Sheet, Row 5
Result Analytical Method Context
None)
CA
7th Sheet, Row 5
Analysis Start Time Zone
None)
BU
7th Sheet, Row 6
Project ID
{None} (WQXTEST)
This page allows you to provide a value for a data element that was not provided in the import file but is
required by WQX. Unlike the other resolution pages that group related changes together to save you
time, this page requires that you address each missing value individually.
Row - This column displays the row where the missing value originated.
Column - What Column in your file the error is located in
Element - This column displays the name of the data element that is missing a required value.
Value - This column displays the current value for the data element. Before the value is
corrected, this will display {none} or an empty text box. After it's been corrected, it displays the
corrected value.
Fill in a value (in the Value column) on each row. If the value is constrained by a list of values, click the
{none} link to display and select the desired value.
Click the Save button to save your changes and refresh the page (showing the remaining unresolved
rows). This is particularly useful if there is more than one page of errors. Otherwise you can click the
Return button to save your changes and return to the Dataset Summary page.
The dataset summary page will update the counts in the Validation Error Table to account for the records
you corrected. However, the counts in the Valid/Invalid Table will not change. In order for that table to
be updated, you must click the "Revalidate Changes" button that will now be visible on the Dataset
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Summary Page. This is a manual step, because it can take a fair amount of time on large datasets. It is
only required that you click this button once before you export your data (so that all changed data will be
rechecked before exporting - because only valid records are exported).
Note: If you have a significant amount of missing values it may be easier to correct these directly in your file
and reimport rather than doing the corrections through the "resolve online tool"
5.10 Exporting / Submitting a Dataset to CDX
Before a dataset becomes final it must be submitted to CDX where it will be processed by the WQX
System and loaded into the WQX Database.
Click the "Export & Submit to CDX" button on the Dataset Summary Page.
Dataset Details
Return I Delete I Export & Submit to CD
Dataset Information:
Type: Projects
If you have made changes to your data (using the Resolution Pages) and have not yet clicked the
"Revalidate Changes" button, you will prompted to do so. The system must revalidate any changed data
before exporting to determine if there are any invalid records (which will not be exported).
The system will now display the Export Page.
Submission File Details
1 Continue | Cancel
Tasks:
Submit data to EPA and make it available to the public
O Export Only
Submitter Information:
Author:*
Organization:*
Contact Info:*
Comment:
Kayla Gowet]
A
A
You have two choices when exporting. If you do not wish to submit to CDX (because you have your own
node, or you have already submitted this dataset), then choose "Export Only" to produce a WQX XML file
of your data. Otherwise, leave the default choice of "Submit data to EPA and make it available to the
public"
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If the dataset is one of the following three types, you also have the option of applying a
stylesheet to convert your WQX XML file to a flat file. You can do this by selecting the radio button
"Create a copy of my submission data as a flat file (that can be loaded into Excel)"
Monitoring Locations
Activities and Results
Activities and Metrics
The flat file version of your export file can be useful if you wish to review or archive your export
data in a more user-friendly format. Remember that if you've already submitted your dataset to
CDX and just want to create a flat file this time, choose the "Export Only" option (as described in
the previous step).
If you check the box to apply a stylesheet to your XML File, the export process will create two files
(described later).
The Header Information is used to populate the header that is part of every Exchange Network
Submission File. This section is automatically populated from the data from your User Detail Page.
Correct any of the header information as necessary. It helps identify who submitted the file and allows
you to add any comments that might be helpful (mostly for your own use) in understanding what this
dataset includes.
Click the Continue button to begin the export.
The system will display the Dataset Summary page. When datasets are being imported or
exported the Dataset Summary Page has a simplified layout (as seen below). The page provides
information regarding the status of a dataset, including the percent complete and a count of any warnings
or errors logged so far. An animated image will spin to remind you that an active process is running on
the server.
Dataset Details
Return | Cancel |
Dataset Information:
Dataset is processing
Type: Projects
Import Confiauration: Project List Paae Export Format (Template)
Organization ID: WQXTEST
Feel free to navigate to other pages (within WQX Web) while a long-running dataset is processing. A progress bar will display on all pages
so that you can continue to monitor its progress.
Status: Exporting
Event Log: 0 Errors, 0 Warnings, 1 Messages View Log
Start Time: 03-22-2020 09:51:35 PM
End Time:
File/Transaction ID: ProjectsExport (6).xlsx
Documents:
Name
Import Loa.xlsx
ProiectsExport f6).xlsx
The status of the dataset is displayed. During the export process the status will be one of the
following:
Waiting to Export - The dataset has been queued for exporting but has not yet started. Generally, a
dataset only has this status for a fraction of a second. In many cases you will not even see this status.
However, in some cases when the server is heavily loaded, a dataset may remain in this state for an
extended period of time waiting for other datasets to finish processing.
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Waiting to Export and Submit - Same as previous status, but only used when submitting to CDX
Exporting - The dataset is being exported.
This page will refresh automatically and update the status, percent complete, and provide an estimated
end time for the export process. If it appears that it will take more than a few minutes to complete you
can choose to navigate elsewhere in the system and perform other tasks or leave the system entirely and
come back at a later time. The process will continue on its own and you can check back at any time by
following the instructions in the next section.
When the export process completes the dataset will have one of the following statuses:
Exported - The dataset has been exported. This is only used when you are not submitting to CDX.
When submitting to CDX this status is skipped.
Validating at CDX - The submission file has been submitted to CDX and is being processed there.
Keep in mind that the percent complete and estimated end time will remain fixed at this point (until the
file is completed at CDX), because WQX Web doesn't know about incremental progress at CDX.
Dataset Details I
I Return | Cancel ]
Dataset Information:
Type:
Projects
Import Confiauration: Project List Paae Export Format (Template)
Organization ID:
WQXTEST
Status:
Event Log:
0 Errors. 0 Warninas, 5 Messaaes View Loa
Start Time:
03-22-2020 09:51:35 PM
End Time:
03-22-2020 09:51:46 PM
File/Transaction ID:
_2f 1 d 5290-eff4-4a0b-8132-8c0d 3b74d c14
At this point, the Dataset Summary Page will display an additional table with links to files that you
can download.
Documents:
Name
WQX Submission 6179 Update.zip
Export Loa.xlsx
Import Loa.xlsx
ProiectsExport (6).xlsx
One or two documents will be available after the export has completed.
WQXSubmission-9999 Update.zip - This is your WQX Submission File (zipped up). The
numeric portion of the name will be different each time.
FlatFile-9999.txt - If you chose to apply a stylesheet to create a flat file version ofyour dataset, you will also
have this file available for download.
Your dataset
For further explanation of these files see the section titled "Downloading Files" below.
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When the processing at CDX is completed, the dataset will have one of the following statuses:
Failed at CDX - At least one error was logged while processing the file in the WQX System at CDX.
Completed at CDX - No errors were found while processing the file in the WQX System at CDX. All
of your data successfully loaded.
At this point, the list of Documents will include all of the documents created during the processing
at CDX (in addition to the ones mentioned previously).
Dataset Details
Return | Delete | Refresh Documents | Export & Submit to CDX
Dataset Information:
Type: Projects
Import Configuration: Project List Page Export Format (Template)
Organization ID: WQXTEST
Status:
Submission to CDX Failed
One or more of the expected documents (which would provide additional information) are missing. Click the Refresh Documents' button
to attempt to download these documents from CDX.
If that does not restore the missing documents, then contact the Help Desk (storet@epa.gov or 1 -800-424-9067) for support with this
issue.
Export Event
Start Time: 03-22-2020 09:51:35 PM
End Time: 03-22-2020 09:51:46 PM
Transaction ID: _2f1d5290-eff4-4a0b-8132-8c0d3b74dc14
Event Log:
Message Type Count Event Log
| Message 5 View Log |
Import Event
Start Time: 03-22-2020 09:50:51 PM
End Time: 03-22-2020 09:51:03 PM
File Name: ProjectsExport (6).xlsx
Event Log: View all validation errors and warnings
Message Type Total
Resolved Event Log
Resolution
Domain Value Invalid 1
1 View Log
Resolve Online
Max Length Exceeded 1
1 View Log
Resolve Online
Message 8
8 View Log
N/A
The documents available for download are as follows (in the order they are created in the
export/submit process):
SubmissionFile-9999.zip - This is your WQX Submission File that was created in the export process.
The numeric portion of the name will be different for each dataset. This is an XML document
contained inside a Zip File.
o Even if you submitted this file directly to CDX, you are encouraged to download a
copy of this for your own records (so that you have a backup copy of each file sent to
EPA).
FlatFile-9999.txt - If you chose to apply a stylesheet to create a flat file version of your dataset
during the export process, you will also have this file available for download. The numeric portion
of the name will be different for each dataset. This is a tab-delimited text file that contains the
same information in it that was contained in your XML submission file. This file can be a useful
way to review the data that was sent in your submission file, because it can be easily opened with
tools like Microsoft Excel. Keep in mind that this is a one-size-fits-all file that contains columns for
every data element available in an import configuration (whether you use them or not), so you
may have a large number of columns without any data in them. It will also create several columns
for elements that are allowed to repeat multiple times in WQX (such as a Project ID for an
Activity).
ValidationResults.xml - This is a report produced by CDX when it compares your submission file
against the WQX XML Schema document (which is a document that describes the format that every
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WQX Submission File must follow). Typically, you will not need to view this document because it will
just say that the document was valid. If, for some reason, you never receive the next two documents
mentioned below, you should view this document to see if it describes a problem with your file. If it
does, you should follow up with EPA because this may suggest a bug in the system that needs to be
resolved.
Notify.xml - This is copy of the final response that the WQX System sent to CDX when itwas done
processing your submission file. Typically, you will not need to view this document because it will
just state the final status of your submission (which you already have on this page) and remind
you to view the Processing Report (next) to view the outcome of your submission. Once again, if,
for some reason, you never receive the next document mentioned below, you should view this
document to see if it describes a problem that occurred in the WQX System. If it does, you should
follow up with EPA because this may suggest an issue in the WQX System that needs to be
resolved.
ProcessingReportzip - This is a report of everything that was logged in the WQX System while
processing your submission file. It's not critical to look at this file if your dataset status is
"Completed at CDX" because all of your data loaded successfully and there is nothing more you
need to do. It still may be useful to download and save this file for your records because it contains
information that could be useful to you or EPA at some future time. If your final dataset status is
"Failed at CDX" (which should be rare), this file is critical for you to look at, because it contains
information about errors while processing your submission file.
Export Log.xlsx - What messages were logged on export
Import Log.xlsx - What messages were logged on import
A few details to note when downloading documents from the Dataset Summary Page:
Certain types of documents will often load in your browser window. Typically, this is true for .txt and .xml
files.
For example, if you click on the FlatFile-9999.txt link you will typically see the file in a separate browser
window.
Organizationldentifier OrganizationForraalName OrganizationDescriptionText
TribalCode Activityldentifier (
WQXTEST
WQX
Test
Organization
Here
is
a
description
of
the
organization.
001
DWNT01F20020801
Field Msr/Obs
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Test
Organization
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is
a
description
of
the
organization.
001
DWNT01F20020801
Field Msr/Obs
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Test
Organization
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is
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description
of
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organization.
001
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Test
Organization
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of
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organization.
001
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Test
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description
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organization.
001
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Test
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001
DWNT01F20Q10910
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If the file does not open, you may need to tell your pop-up blocker to allow pop-ups on this site.
If you want to download and save a local copy of the file, you can right click on the FlatFile-9999.txt
link (in Internet Explorer 7) and chose the "Save Target As..." menu. This will open a file window
where you can specify the location that you want to save the file.
Zip files will download by default, so you can click their links and you will be given the opportunity to
specify the location that you want to save the file.
Jj WQX Submission 6 zip ^ Show all X
Unzip the file locally and then open the XML File found inside (ProcessingReportxml). The Processing
Report also has a "View in Browser" link. If you click this link it will be converted to a web-based report
using a stylesheet created by EPA. This provides a more user-friendly format (see below).
Here's an example of what the log portion of the processing report looks like when viewed in the
browser:
Processing Log
*This table shows unique errors. For line-specific errors, view the source XML file by viewing the Page Source in the Browser
Message
Error
Error
Error
Error
Error
Error
Error
Error
Error
Error
Error
Error
Error
Error
Parse and Load started at 12/16/2008 11:00:58 PM
Project Identifier "My Main Project" is invalid
Analytical Method Identifier Context [WQXTEST] is invalid. The value must match a value from the domain list or be
the same as your Organization Identifier if it's your own private method).
Sample Fraction Name is required when Characteristic Name = "Pyrazon"
Characteristic Name and Result Status Identifier are required when Result Measure is reported
Characteristic Name must be "Count" when Biological Intent Name is "Frequency Class"
Sample Fraction Name is required when Characteristic Name = "Potassium bisulfate"
Monitoring Location Identifier "Monitoring Location 2" is invalid
Project Identifier "Project 2" is invalid
Project Identifier "Project 1" is invalid
Sample Fraction Name is required when Characteristic Name = "5-Nitrovanillin"
Characteristic Name must be "Count" or "Total Sample Weight" when Biological Intent Name is "Population Census"
Monitoring Location Identifier "Monitoring Location 3" is invalid
Sample Collection Method is required when Activity Type Code contains the word "Sample"
Activity Identifier "Al" is invalid
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WQX Web User Guide
Error
Message
Activity Identifier "A2" is invalid
Parse and Load completed at 12/16/2008 11:01:04 PM
5.11 Deleting a Dataset
Datasets in WQX Web are temporary and only become final after they have been submitted to CDX and
loaded successfully in the WQX System. You are encouraged to delete your datasets once they have
received a status of "Completed at CDX". Deleting a dataset will have no effect on data that has been
submitted to CDX. You are only deleting the temporary data that was used to create the submission file
that sent to CDX.
To keep the system clean, datasets that reach a certain age will be automatically removed from the
system. The dataset summary page will tell you how many days are remaining before the dataset will be
automatically deleted.
Dataset Details
[ Export & Submit to CDX
1
To delete a dataset manually, click the Delete button on the Dataset Summary Page.
You will be asked to confirm before the dataset is deleted.
Delete Dataset?
[ OK | | Cancel |
You will then be returned to the Datasets list page.
6. Viewing the Event Log
Go to the Review tab on the navigation bar and click "My Event Log" to view the Event Log.
Event Log
1 Show Events Created By: [
Kayla Gower
13
.....
IU
iiari nme
iype
utner
Messages
11107002
03-22-2020 09:51:35 PM
Export XML
3.00.00.03 (VENUS)
5 View
11107001
03-22-2020 09:50:51 PM
Import
3.00.00.03 (VENUS)
10 View
11106996
03-21-2020 01:17:50 PM
Import
3.00.00.03 (VENUS)
9 View
11106995
03-21-2020 01:06:07 PM
General Error
3.00.00.03 (VENUS)
1 View
11106994
03-21-2020 12:57:21 PM
Import
3.00.00.03 (VENUS)
6 View
11106960
03-19-2020 03:33:41 PM
General Error
3.00.00.02 (VENUS)
1 View
The filter for the event log will automatically be set to show events for the current user.
Pick a different user from the dropdown list titled "Show Events Created By:" to change the filter to
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another user. The dropdown list only includes users that belong to the same organizations that you
belong to. If you are a system administrator, you can also view system events by picking "System" from
the dropdown list.
To view individual event log messages, use the following steps:
Click the "View" link in the Message column. This will display the Event Log Messages page
Event Log Messages
[ Return J Search | Export to Excel |
Message Types: | All items checked
^~| G Show "Source' Column ' Details View ฉ Summary View
ID
Type
Context
Message
Resolved
20968844
Message
Start Time: 03-22-2020 09:51:35 PM
Y
20968845
Message
Exporting XML took 4.02 seconds (size=1522)
Y
20968846
Message
Exporting Attachments took 0.01 seconds
Y
20968847
Message
Submitting to CDX took 6.67 seconds (size=1)
Y
20968848
Message
End Time: 03-22-2020 09:51:46 PM
Y
1
You can select the Summary radio button at the top of the page to get a summary of each error or warning
(and the number of times it occurred).
Event Log Messages
Return | Search | Export to Excel ]
Message Types:
| All items checked
w | Details View ฐ Summary View
It
Count
Type
Message
1 Message
End Time: 03-22-2020 09:51:46 PM >
1 Message
Exporting Attachments took 0.01 seconds
1 Message
Exporting XML took 4.02 seconds (size=1522)
1 Message
Start Time: 03-22-2020 09:51:35 PM
1 Message
Submitting to CDX took 6.67 seconds (size=1)
I
You can utilize the drop-down menu to select the message type you want to see. I.E: if you want to only want
to view errors (and hide warnings and messages)
7. Reviewing Data in WQX
Once your submission file has loaded successfully into the WQX System, you can query WQX and review
your data. There are a series of search/list pages that allow you to enter basic search criteria and view a
list of records in WQX that match the criteria.
Types of Review pages:
Projects (in WQX)
Monitoring Locations (in WQX)
Indexes (in WQX)
Activities (in WQX)
Results (in WQX)
Metrics (in WQX)
Activity Groups (in WQX)
Note: Although your available search criteria may change, to review any item under the review tab, it is
the exact same process as shown below, i.e: the steps to review your monitoring locations are the same
as to review your results.
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7.1 Separate Search Criteria and Data Tabs
WQX Web implements a tabbed search mechanism in the list pages. This mechanism reduces the amount
of scrolling required when viewing data and allows for future expansion of the search criteria. You enter
your search criteria in the "Search Criteria" tab and then query WQX for matching records by clicking the
"Search" button at the top of the page.
Activities
Return I Search
Clear Search
Search Criteria
Organization ID:
Monitoring Location
Project ID:
Date (rnin):
Activity Types:
Activity ID:
Activities
WQXTEST
Contains
The system will display any matching data in the tab named after the type of data for which you are
searching (in this example we are searching for "Activities".
Activities
Return I Search I Clear Search Criteria I Export List to Excel
Activity ID
Results
Metrics
Date
Activity Type
Monitoring Location ID
Monitoring Lco-
01-23-456-78
Results
Metrics
02-02-2006
Sample-Routine
RIBEACH-001-1
Sandy Beach .
01-23-456-78-TB
Results
Metrics
02-02-2004
Quality Control Sample-Trip
Blank
01-90882-8
Results
Metrics
07-09-2001
Sample-Routine
01-90882-9
Results
Metrics
07-09-2001
Sample-Routine
02-S120-M
Results
Metrics
08-01-2002
Sample-Routine
03-S102-A
Results
Metrics
06-17-2003
Sample-Composite Without
Parents
03/14/00-2714-PC B-1999FALL
Results
Metrics
11-02-1999
Sample-Routine
CHARM-G1
Gwynns Falls u :. :
03/14/00-2715-PCB-I999FALL
Results
Metrics
11-02-1999
Sam pie-Routine
CHARM-G2
Gwynns Falls ;l: -
03/14/00-2716-PCB-1999FALL
Results
Metrics
11-02-1999
Sample-Routine
CHARM-J1
Jones Falls ups- -
03/14/00-2717- PCB-1999FALL
Results
Metrics
11-03-1999
Sample-Routine
CHARM-J2
Jones Falls dcv
03/14/2GOO-2546-AL-2000SPR
Results
Metrics
03-14-2000
Sample-Routine
CHARM-G1
Gwynns Fal :
03/14/2000-2546-CD-2000SPR
Results
Metrics
03-14-2000
Sam pie-Routine
CHARM-G1
Gwynns Fal ฆ
03/14/2000-2546-C H L-2000SPR
Results
Metrics
03-14-2000
Sample-Routine
CHARM-G1
Gwynns Fal; u ::
03/14/2000-2546-C O-20OQSP R
Results
Metrics
03-14-2000
Sample-Routine
CHARM-G1
Gwynns Fal:
03/14/2000-2546-CR-2000SPR
Resufts
Metrics
03-14-2000
Sample-Routine
CHARM-Gl
Gwynns Fal:
03/14/2000-2546-CU-2000SPR
Results
Metrics
03-14-2000
Sam pie-Routine
CHARM-G1
Gwynns Fal:
You can continue to refine your search criteria to narrow down the output you receive.
Note: every time you change your search criteria you must click the "Search" button again to allow the system
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to read your updated criteria and generate a new list for you.
7.2 Searches by Location
Many of the list pages (under the new "Review" menu) allow you to include a list of Monitoring Location IDs in
your search criteria.
Activities
To select Monitoring Locations to use as search criteria, you click one of the buttons to the right of the
"Monitoring Locations" field.
A
o The first button, a magnifying glass button, takes you to the Monitoring Locations (list) page and allows you
to search for your desired locations and select them using checkboxes. You then accept the selected locations
by clicking the "Accept Locations" button on the Monitoring Locationspage.
Search and Select Monitoring Locations for Activities List Page
Accept Locations
[ Cancel ] Search | Clear Search Criteria | Show Selected Locations Only |
Search Criteria
Select Monitoring Locations
All None
Monitoring Location ID
Monitoring Location Name
m
10463
WEL04Q-0009
m
10907
WMI040-0G23
m
1090 S
WMI040-0024
| ~
10910
WMI040-0G25
Once you accept the selected locations, the system returns you to the original list page and a Monitoring
Locations drop-down list (on the Search Criteria tab) will be populated with the locations you selected and
accepted. All items in the drop-down list will be selected.
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Search Criteria
Organization ID:
Monitoring Locations:
Project ID:
Date [min):
Activity Types;
Activity ID:
Activities
WQXTEST
[|ftll itemsThecked~
( 010463
L
010907
01090S
Contains
o The second button, a Clipboard button, pops open a small form with a single field that allows you to
paste in a list of Monitoring Location IDs that you wish to use as search criteria.
^ i Monitoring Location IDs
Paste a set of Monitoring Location IDs below:
10463
10907
OK Cancel
For example, you might keep a list of Monitoring Locations you care about in a list in Excel or in a Word
document. You can copy the list and then paste them into the pop-up form. After you click the "OK" button,
the Monitoring Locations drop-down list (on the Search Criteria tab) will be populated with the locations you
pasted into the pop-up form. All items in the drop-down list will be selected.
Search Criteria
Organization ID:
Monitoring Locations:
Project ID:
Date (min):
Activity Types:
Activity ID:
ljA.ll items checked
[ H 1CH63
13
EZI 1G907
H1O90S
m
Contains
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WQX Web User Guide
o Note that you can uncheck one or more of the check boxes next to a Monitoring Location ID (in the drop
down list) if you wish to temporarily exclude a particular monitoring location from your search criteria
Search Criteria Activities
Org^j^tion ID:
WQXTEST
Monitoring Locaro""-
Project ID:
Date (min):
|^l 1 items checked T
^ 0 10463
T
010907
01090S
ฆ
Activitv Types: [
T
Activity ID:
Contains T
7.3 Page Navigation in List Pages
The list pages also employ a page navigation mechanism that allows you to jump forward or backward in
batches of pages, rather than one page at a time.
03/14/2000- 2546 - PI P-2000SPR
Results
Metri
03/14/2000-2546 - P N - 2C0CS PR
Results
Metri
03/14/2000-2546 - P04-2 OC OS P R
Results
Metri
03/14/2000- 2546 - POC -20003 P R
Results
Metri
03/14/2000-2546 -SI-2G00 SPR
Results
Metri
03/14/2000-2546 -TD N - 2COOSPR
Results
Metri
(3 H H0 2 3 4 5 6 7 8 9 [w] )
Click on the link to load the next batch of 10 pages into the page list.
7.4 More intuitive partial searches (where applicable)
In previous versions of WQX Web, wildcard searches were conducted in list pages by using the percent sign (%)
as part of your search text. For example, in the Results list page, you could search for Results by Activity ID. If
you wanted to review all results for Activities with Activity IDs beginning with the "LoganRiver", you would
enter "LoganRiver%" into the Activity ID search criteria field. Beginning with version 3.0, search criteria fields
that allow wildcard searches have a drop-down list of options in front of their search criteri a text box. The options
are:
7.4.1.1 "Equals" means that you only wish to review values that exactly match what you type.
7.4.1.2 "Starts with" means that you only want to review values that start with the text you type.
7.4.1.3 "Ends with" means that you only want to review values that end with the text you type.
7.4.1.4 "Contains" mean that want to review values that contain the text you type (i.e. any partial match).
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This is the default option.
Media:
Media Subdivision:
Activity Types:
Activity ID:
Sampling Component:
Last Change Date (min):
Transaction ID:
Contains
Equals
Starts With
Ends With
Contains
7.5 My datasets (in the staging area)
This page allows a user to review their current datasets (aka: files they imported) in the staging area.
Unlike the option under the Import & Submit tab, this option's default is to only see datasets you have
imported and not anyone else from your organization.
My Datasets
Search Criteria
Type:
Organization ID:
Created By:
Status:
Kayla Gower
You can utilize a search criterion (similar to explained above) to further filter your datasets to a specific
type, organization ID, user, and status if you would like.
8. Setting User Preferences
Under the Setup tab - click the link for My User Preferences. Use this page to customize the way you want
the system to behave.
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Home Page Setup E
Domain ValuesE
Import & Submit B
Review Administrators
Help B
Jser Preferences
General (defaults)
Organization:
Import Configuration Page (defaults)
File Type:
Column Labels:
Import File Page (defaults)
V] Ignore First Row of Import Files
(this preference is not used for import configurations created in Expert Mode')
Max. Length Resolution Page (defaults)
List Pages (defaults)
Number of Rows Per Page:
Monitoring Location Sort Order:
Microsoft Excel (xlsx)
Letters (Excel Style)
The preferences currently available are:
Organization Default: Indicates the default Organization ID to select as criteria on the listpages
Import Configuration Page (defaults): This sets the default file type and column labels
when setting up configurations. It can be overridden each time you create an import
configuration.
Import File Page, Ignore First Row of Import Files: This sets the default value for this check
box on the Import File Page and can be overridden each time you import a file
Max Length Resolution Page, Resolution: This sets the default value for this field on the Max
Length Resolution Page. See the Max Length Resolution Page for more information.
Domain Value Resolution Page, Resolution: This sets the default value for this field on the
Domain Value Resolution Page. See the Domain Value Resolution Page for more information.
List Pages, Number of Results Per Page: Indicates the number of rows to display on each page
of a list page. A high number will result in fewer pages to page through but will also make each
page return a bit slower.
List Pages, Monitoring Location Sort Order: The default sort order for the Monitoring
Locations List Page.
9. Changing Your User Information
Under the Setup tab, click My User Account Details. The User Detail Page allows you to change your
contact information (Name, Address, Email, etc). The information on this page is also used on the Export
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Page. Each time you create a WQX Submission file you are given an opportunity to include contact
information in your file. That page will be filled out with the information you provide on this page. See
the Export Page for more information.
Depending on the role of the user, this link will behave differently (see the next section for details).
ser Details
Return
Disable User I Change My Password I User Access Rights
Preferences
Status:
Login Name:*
Full Name:*
Role:*
WQX/NAAS ID:*
Affiliation:
Address:
City:
State:
Zip:
Country:
Phone #:
Email:
Private Encryption Key:
Last Login Date:
Enabled
-------
WQX Web User Guide
Can access all pages within the system
Support User
Can view all users and edit their information (except for their Login Name, Role, or WQX/NAAS
ID)
Cannot add, enable or disable users
Can view all users' rights on organizations
Can manage all users' rights on import configurations
Can view values in all lookup tables except organization-specific lookup values (whose rights are
assigned via organization rights, rather than roles)
Can view event logs for all users including system events.
Can access all pages within the system
Standard User
Can view his/her own user account and edit his/her own contact information, but cannot edit
certain fields that are limited to administrators (such as Login Name, Role, or WQX/NAAS ID.
o Cannot view the Users List Page
Training User
This role is only to be used on training accounts for WQX Web. To work correctly, a training user must be
assigned only one organization (with Administrator rights on that organization). This role will provide a
user with all the same rights as a Standard User, in addition to the following:
Can click a Reset Button on the Home Page which will delete all datasets and import
configurations created by the user, and then restore a standard set of import configurations that
are used for training purposes.
10.2 Managing Users
For a complete list of all users to edit a user's information, go to the administrator tab, security, and click
"Users".
From the Users list page, you can view/edit an existing user by clicking the appropriate link in the "Full
Name" column of the list. To add a new user, click the "Add New" button.
The User Detail page will be displayed.
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*>EPA
Home Page Setup 1 Domain Values Q
Import & Submit E
Review 1
Administrator D
Help^j
User Details
Status: Enabled
Login Name:*
Full Name:*
i
Role:* | Standard User
WQX/NAAS ID:*
i
1 Affiliation:
Address:
~
City:
1
State:
Zip: [ ]
Country:
Phone #:
Email:
)
Private Encryption Key: Create New Key
Last Login Date:
Fill in the user information, as appropriate.
Login Name:
This is the user's CDX-Web account name. Note: A user must have a valid CDX-Web account and
be granted rights to the WQX: WQX Web application before they will have access to this
application.
Full Name: User's full name, not the login name.
WQX/NAAS ID:
This is the account name used when submitting a WQX Submission File to CDX. This should match
the account name created for this user in the WQX System. If a user has an Exchange Network
NAAS Account, use it. Otherwise, it's recommended that you fill in the user's email address here
(and use their email address as their account name in the WQX System).
Role:
Places the user into a group with certain rights in the system. See the section above for a full explanation
on the roles available.
10.2.1 Enabling/Disabling a User Account
Before a user is allowed access to the system, their user account must be enabled. Click the "Enable User"
button on the User Details page to enable a new user (or previously disabled user).
To prevent a user from accessing the system, you can disable their account. Click the "Disable User"
button on the User Details page to disable a user.
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10.3 Managing User Rights to Organizations and Import Configurations
A user's rights to organizations and import configurations are managed on the "User Access Rights" Page. This
page can be accessed from several different pages within the system and has a different layout depending on the
page from which it is accessed. An administrator can also change this context-specific layout by going to the
administer tab, security, and then User Access Rights.
Home Page Setup
Domain Values Import & Submit |
Review Administrator
HelpB
User Access Rights
| Show Rights For: | User
'1
,
| User J Kayla Gower
r
Organization Rights
Import Configuration Rights |
Organization
Access Type
1 Delete GKMER ~ Gold King Mine Emergency Response
1 Delete WQXTEST ~ Test Organization sup
[ Administrator w ]
(Administrator w ]
1 Add
~ ] [ Read Only w ]
There are three values in this dropdown list (that control the page layout):
User
The page shows a tabbed form where rights on organizations and import configurations can be
assigned to a specific user.
Organization
The page shows users and their rights on a specific organization.
Import Configuration
The page shows users and their rights on a specific import configuration.
103.1 Viewing and Changing Rights for a User
When a user accesses the User Rights Page from the User Detail Page or when an administrator changes the
"Rights For" dropdown list to "User", then this page will have a layout appropriate for viewing all the
rights for a specific user
The page has two tabs: one for the user's rights on organizations and one for the rights on import
configurations.
Organization (tab):
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1 "ฆ ฆ
Home Page Setup
Domain Values 3
Import & Submit 1
Review Q
Administrator 1
HelpB
User Access Rights
Show Rights For: User
User [ Kayla Gower
Organization Rights
Import Configuration Rights |
Organization
Access Type
Delete GKMER ~ Gold King Mine Emergency Response
[Administrator ~]
Delete WQXTEST ~ Test Organization sup
[ Administrator ~ ]
Add
w ] | Read Only w ]
Note: Standard Users and Support Users have read-only access on this tab.
To assign rights on a new organization:
Navigate to the last row of the list labeled "Add".
In the "Add" row, choose the organization for which you wish to grant rights.
There is also a special value of "*A11 Organizations" which can be used to grant rights on all
organizations. A user's rights on a specific organization will override his/her rights to "All
Organizations".
Choose the Access Type you wish the user to have:
Administrator: allows a user to view/manage an organization's data, imported datasets and
organization-specific lookup values in the following tables: Analytical Method, Citation, Index Type,
Metric Type, Lab Sample Prep. Method, Sample Collection Method, and Sample Preparation Method.
Read Only: allows a user to view an organization's data, imported datasets and lookup table
values.
To remove a user's rights on an organization:
Click the Delete link for the appropriate row.
Click the Save button to save your changes (and remain on the page). Click the Return button to save and
return to the previous page.
Import Configuration (tab):
User Access Rights
Return | Save [ Cancel [ Copy User Rights
Show Rights For: [ User
User: | Kayla Gower
Organization Rights
Import Configuration Rights |
Owner
Import Configuration
Access Type
Delete Kayla Gower
Demo for Guide ~ 2527
| Edit/Delete ~ ]
Delete Mark M. LeBaron
GKMER II - Gold King Mine SCRIBE Data Export MATRIX remap ~ 2307
[Edit '1
Delete Mark M. LeBaron
Gold King Mine Locations ~ 2298
( Edit " l
Add
-II
ฆ*] [ Read Only w ]
Note: Standard Users have read-only access on this tab. Support Users have full access.
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To assign rights on a new import configuration:
Navigate to the last row of the list labeled "Add".
In the "Add" row, choose the owner of the import configuration you are interested in (this will act
as a filter on the Import Configuration list in the next column).
If you assign rights on all import configurations (see below), then the "Owner" may be left
blank.
Choose the Import Configuration
There is also a special value of "*A11 Import Configurations" which can be used to grant rights on
all import configurations. A user's rights on a specific import configuration will override his/her rights
on "All Import Configurations".
Choose the Access Type you wish the user to have:
Read Only - User can view and use the import configuration.
Edit - User can make modifications to (and use) the import configuration.
Edit/Delete - User can make modifications to and delete (and use) the import configuration.
To remove a user's rights on an organization:
1. Click the Delete link for the appropriate row.
Click the Save button to save your changes (and remain on the page). Click the Return button to save and
return to the previous page.
System administrators can search for a particular user, rather than having to search visually by scrolling
through the list of users.
Users
1 Add New | Export to Excef ]
K User Full Name:
Contains ~ j
1 1 Show Disabled Users J|
1 Full Name ~
Login Name
Affui-
1 WOX Web 3 Test User
wqxweb3testuser
asd
1 WOX RuJes Test User
wqxtestuser
Test User 9
testuser9
Test User 8
testuserS
Leech Ls-
Test User 7
testuser7
Test User 6
testuser6
Test User 5
testuser5
p Test User 4
testuser4
Copy User Rights
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Copying user rights allows you to quickly create the same rights for a user as there is for an existing account
at WQX web, This can be helpful for quickly generating multiple user account for people at the same
organization.
User Access Rights
Return
Save
Cancel
Copy User Rights
Show Rights For:
User ~
Click Copy User Rights under the User Access Rights under a specific user account and the following popup
will show.
J Copy Rights to Another User X
\ Copy User Rights
I From (Source): Kayla Gower
I To (Destination): w
Include:
V_1 Organization Rights
~ Import Configuration Rights
Add the Source User's Rights to the Destination User's Rights ~
OK Cancel
From here you can choose to copy both the organization rights and/or the import configuration rights and
also if you want to replace the destination's current rights or just add the rights from your source user's to
the existing list of rights at your destination. Click OK to save the rights.
1032 Viewing and Changing Rights on an Organization
When a user accesses the User Rights Page from the Setup tab or when an administrator goes through the
administrator tab, security, organizations tab, then this page will have the following layout
(appropriate for viewing the users and their rights on a specific organization)
Organizations
Search f Add New
Organization Name:
ID
Name
GKMER
WQXTEST
Gold King Mine Emergency Response
Test Organization sup
Note: Standard Users and Support Users have read-only access in this mode.
To assign users and their rights to an organization:
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1. Choose the organization for which you wish to manage rights from the organization dropdown
list. A list of users already associated with the organization will be displayed.
2. Navigate to the last row of the list labeled "Add".
3. In the "Add" row, choose the User for whom you wish to grant rights to the organization.
4. Choose the Access Type you wish the user to have:
a. Administrator: allows a user to view/manage an organization's data, imported datasets
and organization-specific lookup values in the following tables: Analytical Method,
Citation, Index Type, Metric Type, Lab Sample Prep. Method, Sample Collection Method, and
Sample Preparation Method.
b. Read Only: allows a user to view an organization's data, imported datasets and lookup
table values.
To remove a user's rights to an organization:
Click the Delete link for the appropriate row.
Click the Save button to save your changes (and remain on the page). Click the Return button to save and
return to the previous page.
System administrators can also search for a particular organization, rather than having to search visually by
scrolling through the list oforganizations.
Organizations
^Organization Name:
Contains ~
)
y
ID
Name
10RG12-13
Organization 12-13
TESTORG999
Test Org Ninety Nine Nine
WOXTEST
Test Organization
WOXTEST NEW99
Test Organization
1
1033 Viewing and Changing Rights on an Import Configuration
When a user accesses the User Rights Page from the Import Configuration Detail Page or when an
administrator changes the rights for configurations for a particular user (through the administer tab,
described above), then this page will have the following layout (appropriate for viewing the users and
their rights on a specific import configuration)
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User Access Rights
[ Return J
Show Rights For: | Importconfiguration w \
Import Configuration: | Kayla Gower ~ Demo for Guide ~ 2527
'1
User
Access Type
Delete Kayla Gower
[ Edit/Delete
H
Add
J
[ Read Only
-1
Note: Standard Users have read-only access in this mode. Support Users have full access.
To assign a user rights to an import configuration:
4. Choose the import configuration to manage rights for
5. Navigate to the last row of the list labeled "Add".
6. In the "Add" row, choose the user.
7. Choose the access type you wish the user to have:
a Read Only - User can view the import configuration but can't modify or delete it.
b. Edit - User can view and edit the import configuration but can't delete it.
c Edit/Delete - User can view, edit, and delete the importconfiguration..
To remove a user's rights to an organization:
Click the Delete link for the appropriate row.
Click the Save button to save your changes (and remain on the page). Click the Return button to save and
return to the previous page.
10.4 Sharing "Template" Import Configurations
In the previous versions of WQX Web, every new WQX Web user was automatically granted rights to certain
existing "template" Import Configurations. But there was no convenient way to manage them. WQX Web 2.5
allowed system administrators to easily manage the list of "template" Import Configurations and provide a
number of new features to support them.
System administrators can flag an import configuration as a "template" and it will automatically be
shared with all WQX Web users.
Import Configuration Templates can include attached documents that users can download from the
Import Configuration Page within WQX Web (rather than having to go to the STORET web site for
them). These documents could include an example import file, documentation,etc.
An importconfiguration will always include "(template)" at the end of its name (whenever it's
displayed on a web page) so it's clear to users that it is a shared template.
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Import Configuration
Return 1 Save 1 Cancel I Delete 1 Save As
1 Save To File 1 Change User Rights 1 Enable Expert Mode 1 Show Columns as Numbers 1
Type:
Activities and Results
Owner:
fyan Joraensen Chanae Owner
Name:*
Training Results
Description:
A
V
File Type:*
Microsoft Excel (xisx)
-
]
Worksheet(s) to Import
1st ~
(note: the "1st" worksheet is the left-most tab of the Excel Workbook)
(V] This is a template (shared with all users)
Template Use:
Copy Required
H
Attached Files: Add
File Name
Training Results Documentation.docx
Training Results Example.xfsx
10.5 Managing Organizations
1. Navigate to the Administrator tab, Security, and then Organizations to open the Organizations list
page.
Organizations
Organization Name:
Contains
Organization ID:
Contains
ID
Name
GKMER
Gold King Mine Emergency Response
WOXTEST
Test Organization sup
1
2. To create a new organization, click the Add New button. Otherwise click the link for a specific
organization that you wish to view/edit. The Organization Details page will be displayed.
Organization Detail
Return
Rights
ID:*
Name:*
Description:
Type:
Tribe:
Address: (Limit: 3)
Add
Phone:
Add
Email/Web Address:
Add
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3. Fill in the Organization information
a Use the Add link to add up to 3 Organization Addresses,
b. Use the Add link to add Organization Phone Numbers,
c Use the Add link to add Organization Email/Web Addresses.
4. Click the Save button or the Return button to save the new organization
5. Click the View User Access Rights to manage the rights for the new organization.
To remove an address, phone number etc, click the Remove link on the row you wish to remove.
Click the Save or the Return button to save the changes.
11 Managing Lookup Tables (Domain Values)
Lookup tables are a list of allowed values for a given data element. The lists can be used as a reference
for the allowable values for an element. Most lookup tables are controlled by EPA and are read-only. A
few lookup tables are also editable.
11.1 Viewing the values in a lookup table
Click on the "Domain Values" link in the Navigation Bar to view the list of lookup tables.
v/EPA
Home Page Setup S
Impnrt Rj Snhmit^M Review
Administrator Help E
Organization Detail
Edit Analytical Methods
Return j Save I Cano
Edit Local Aquifer
Edit Citations
ID:* I
Edit Index Types
Name:*
Edit Lab Sample Preparation Methods
Description: (
Edit Metric Types
1
Type:
Edit Sample Collection Methods
Edit Sample Preparation Methods
Edit or Download Other Domain Values
Tribe:
-
For a complete list of all lookup tables select "Edit or Download Other Domain Values"
Select the link for the table you wish to view (for example, select the Characteristic link).
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Characteristic Name: [ Contains w j
CAS Number [ Contains w |
| CD Has a pick list
Name*
CAS#
SRSID
Status
Group
Fraction
Required
Speciation
Required
Last Change
User
X
2,4,5-Trimethylphenol
496-78-6
47985
Accepted
Not Assigned
E
09-24-2018 12:53 PM
Rick Cooke
X
% undercut bank
Accepted
Not Assigned
g]
U
B
03-20-2020 02:29 PM
Rick Cooke
X
(+)-cis-Permethrin
54774-45-7
17164278
Accepted
Not Assigned
is
0
B
03-02-2007 08:39 AM
System
X
(+/-)11 -nor-9-carboxy-delta-THC
Accepted
Not Assigned
n
B
12-03-2012 03:47 PM
System
X
(-)-cis-Permethrin
54774-46-8
963314
Accepted
Not Assigned
SI
B
B
B
03-02-2007 08:39 AM
System
X
(-)-trans-Permethrin
54774-47-9
963322
Accepted
Not Assigned
[V]
B
B
B
03-02-2007 08:39 AM
System
*
(1R.2S.5R)-Menthol
89-78-1
12609
Accepted
Not Assigned
H
B
B
07-01-2011 04:34 PM
System
X
(2-Methy!-1 -propenyl)benzene
768-49-0
69963
Accepted
Not Assigned
B
B
03-02-2007 08:39 AM
System
X
(3-Bromopropyl)benzene
637-59-2
65862
Accepted
Not Assigned
H
o
B
B
03-02-2007 08:39 AM
System
X
(E)-6-Methyl-3-undecene
74630-52-7
963686
Accepted
Not Assigned
H
n
B
B
03-02-2007 08:39 AM
System
X
(E)-Dimethomorph
Accepted
Not Assigned
Si
B
B
09-10-2014 12:00 AM
System
X
(E,E)-Farnesol
106-28-5
17163775
Accepted
Not Assigned
SI
b
B
B
03-02-2007 08:39 AM
System
X
(RS)-AMPA (Aminomethyl phosphonic acid)
74341-63-2
Accepted
Not Assigned
e
0
B
B
06-04-2015 11:08 AM
System
X
(S)-Norfluoxetine
126924-38-7
1735675
Accepted
Not Assigned
B
B
B
05-19-2015 09:01 AM
System
X
(Z)-Chloro-1 - propene
16136-84-8
962555
Accepted
Not Assigned
b
B
jjFI
B
03-02-2007 08:39 AM
System
I m II 4 II ih i ; s 7 a o m > h n 1
i;R77 itomc in 15 nance
Utilizing the search menu at the top of the screen you can search for a specific characteristic (or group of
characteristics) by using the drop-down menu and entering an element or doing the same thing using the
CAS number. You can also filter down characteristics that have pick lists.
The domain value tables are a valuable resource for seeing what is required to use a certain domain value
(i.e; for characteristics if a sample fraction is required or not).
Click the Cancel button to return to the Lookup Tables page.
11.2 Downloading the values in a lookup table
From the Domain Values page click "Edit or Download Other Domain Values" link to view the complete list
of lookup tables.
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&EPA
Home Page Setup Domain Values Import 81 Submit Review Administrator Help
Domain Values
Activity Group Tvpe ^
Activity Media (V) .
Activity Media Subdivision f*)
Activity TvDe i'V)
Address Tvoe ($)
Alias Tvpe tJ)
Analytical Method (~)
Analytical Method Context
Aquifer Tvpe ifl)
Assemblaae fT)
Bioloaical Intent ($)
Select the "Download" link for the table you wish to download (for example, select the
Download link next to "Activity Media Subdivision").
Each type of browser behaves slightly different at this point, but whatever your browser you should be able
to access this file in your downloads.
Unless the browser (e.g. Firefox) asks you what program to use to open the file, it will open with
whatever program is assigned to the ".TXT" file extension (e.g. Notepad, Excel, etc).
i i i ' i i ' '
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on
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7 16
8 17
9 1 ^
10 33
11 23
12 23
13 21
14 22
15 20
lc 25
17 34
18 41
19 24
20 44
21 43
22 40
23 42
Code Description Analytical Method Required Monitoring Location Requir
eld Msr/0b3 MEASUREMENTS involve something measured in its environment;
Qb3-Habitat Assessment A field activity conducted to evaluate a
Obs-Portable Data Logger Measurements made in the field by an a
eld Msry
eld Msr/
Quality
Quality
Quality
QU '3. t- V
Quality
Quality
Quality
Quality
Quality
Quality
Quality
Quality
Quality
Quality
Quality
Quality
Quality
Quality
Qua_ity
Cor.tro.
Control
Control
Control
Control
Control
Control
Control
Control
Control
Control
Control
Control
Control
Control
Control
Control
Control
Control
Field Calibration Check: The test is performed to calibra
Field Replicate Habitat Assessment Many habitat paramet
Field Replicate Msr/Ob3 Multiple field measurements or a
Field Replicate Fortable Tata Logger The portable devic
Field Sample Equipment Rinsate Blank A sample of analyt
Samp
Samp
Samp
Samp
Samp
Samp
Samp
Samp
Samp
Samp
Samp
Samp
Samp
e-Blind Duplicate The duplicate samples are collec
e-Equipment Blank: If the equipments are used to ar.
e-Field Anbier.t Conditions Blank The analyte free it
e-Field Blank Field Blanks are prepared by exposir.
e-Field Replicate Multiple samples taken within ea
e-Field Spike A known mass of target analyte added
e-Field Surrogate Spike A pure substance with prop
e-Inter-lab Split Split samples are obtained by di
e-Lab Blank Y N 1/12/2009 10:01:00 AM
e-Lab Duplicate Cr.e of two samples taken from the
e-Lab Matrix Spike Y N 1/12/2009 10:01:00 AM
e-Lab Re-Analysis Y N 1/12/2009 10:01:00 AM
e-Lab Spike Y N 1/12/2009 9:44:17 AM
Sample-Lab Split
Y N 1/12/2C
: 01
AM
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The file consists of a number of columns delimited by a tab character.
If the file does not open in Microsoft Excel, you can copy and paste the contents of the file into Excel
which will format the table into rows and columns (which may easier to read).
A
B
C
D
E
F
1
UID
Code
Description
Analytical Method Required
Monitoring Location Required
Last Change Date
2
1
Field Msr/Obs
MEASUREMENTS involve something
measured in its environmental setting
usually using some type of equipment.
OBSERVATIONS are made by people,
usually without the use of equipment, and
are frequently qualitative.
N
Y
7/26/2006 10:57
3
3
Field Msr/Obs-Habitat
Assessment
A field activity conducted to evaluate a
habitat, according to an organization's pre-
defined habitat assessment scheme.
N
Y
7/26/2006 10:57
4
2
Field Msr/Obs-Portable
Data Logger
Measurements made in the field by an
automated data logging device, running
unattended and producing a suite of data
values at repeating intervals set by its
owner/operator.
N
Y
7/26/2006 10:57
5
19
Quality Control Field
Calibration Check
The test is performed to calibrate the
instrument for assuring the quality.
Calibration checks are recommended at
the beginning of the tests and every four
hours.
N
N
7/26/2006 10:57
11.3 Managing Organization-Specific Lookup Tables
Click on the Domain Values link in the Navigation Bar to view the list of lookup tables.
v>EPA
Home Page Setup
Import & Submit ^9 Review
Administrator Help E
Organization Detail
Edit Analytical Methods
Return | Save | Canci
Edit Local Aquifer
Edit Citations
ID:*
Edit Index Types
Name:*
Edit Lab Sample Preparation Methods
u
Description: |
Edit Metric Types
Type:
Edit Sample Collection Methods
Edit Sample Preparation Methods
Edit or Download Other Domain Values
Tribe:
~
Lookup tables that contain organization-specific values will have an "Edit" link next to them. Only users
that have been granted the "Admin" right on an organization can edit that organization's set of lookup
values.
The list that is populated here is the list of Domain Values (or Lookup tables) you have control to change
or in some cases must add information to before importing your data.
Select the table you want to edit. For example, let's select the Analytical Methods list. The system will
display the edit page for the lookup table.
All of the editable lookup tables are filtered by Context or Organization.
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Select a context from the dropdown list at the top of the page. The list will be filtered to display only
values for the context chosen. Some lookup tables (e.g. Analytical Method and Metric Type) have certain
contexts that are read-only and certain contexts that belong to specific organizations. If you select a
context for an organization that you have been granted "Admin" rights on, then the list is editable.
Otherwise, the list will be read-only.
Context: [ WQXTEST
ID* Name* Qualifier Type Description URL Last Changed Date User
X
CARB-UM
Carbon in Water
02-13-2019 02:50 PM
System
X
NITR-UM
Nitrogen in Water
02-13-2019 02:50 PM
System
X
NITR-01
Nitrogen in Water
02-13-2019 02:53 PM
System
X
215.1
Calcium by FLAA
QualTypeName
Method Description
12-28-2018 12:21 PM
System
X
new
new
sadf sdf
07-24-2015 03:40 PM
System
X
TEST
TEST
03-31-2016 09:44 AM
System
X
Test again
Test again
03-31-2016 09:46 AM
System
X
424.1
Method 424
QualTypeName
Method Description
12-28-2018 12:21 PM
System
X
1050{A)-MDEQ-WQ
Anion - Cation Balance
asdf
07-24-2015 03:40 PM
System
X
AUG6_METH
August 6 methodz
asdfqwe
02-13-2019 02:51 PM
System
X
1-1751.85
1-1751.85
Kansass
11-12-2015 01:40 PM
System
x
9222-D
Fecal Coliform- Membrane Filter
Procedure
1
9222D - Standard Methods ; Membrane filtration test for
fecal coliforms
02-13-2019 02:04 PM
System
x
(101)TEST
101 TEST USED
D
ASDFASDFASDF
02-13-2019 02:04 PM
System
Changing a Value in a Lookup Table
Make the changes to any row as necessary.
You will only be able to update domain
values that you have "rights to" through
your organization.
Click the "Save" button to save the changes
Adding a New Value
Add the new Analytical Method by selecting "Add New". A blank line will populate that will allow you add
another Analytical Method. This is the same procedure for adding new values to any of the Domain Value
List Pages you have rights to.
118
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WQX Web User Guide
1 Log Out (45 mir
ฆ
ฆ ป *
Home Page Setup
Domain Values
Import & Submit Review
Administrator
Help^S
Analytical Methods
IS
1
1
1
19
Context: | WQXTEST
\ 1
ID*
Name'
Qualifier Type
Description
UKL
Last Changed Date
User
K
CARB-UM
Carbon in Water
02-13-2019 02:50 PM
System
X
NITR-UM
Nitrogen in Water
02-13-2019 02:50 PM
System
*
NITR-01
Nitrogen in Water
02-13-2019 02:53 PM
System
*
215.1
Calcium by FLAA
QualTypeName
Method Description
12-28-2018 12:21 PM
System
*
new
new
sadf sdf
07-24-2015 03:40 PM
System
K
TEST
TEST
03-31-2016 09:44 AM
System
X
Test again
Test again
03-31-2016 09:46 AM
System
X
424.1
Method 424
QualTypeName
Method Description
12-28-2018 1221 PM
System
X
1050{A)-MDEQ-WQ
Anion - Cation Balance
asdf
07-24-2015 03:40 PM
System
*
AUG6.METH
August 6 methodz
asdfqwe
02-13-2019 02:51 PM
System
X
l-1751_85
1-1751.85
Kansass
11-12-2015 01:40 PM
System
X
9222-D
Fecal Coliform- Membrane Filter 1
Procedure
9222D ~ Standard Methods; Membrane filtration test for
fecal coliforms
02-13-2019 02:04 PM
System
X
(101)TEST
101 TEST USED
D
ASDFASDFASDF
02-13-2019 02:04 PM
System
Click the "Save" button to save the new row, The row will be added.
Deleting a Value from a Lookup Table
To delete a row from a lookup table, simply click the Delete link next to the row you wish to delete.
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