Maintenance Summary Categorical

Maintenance - Categorical summary data

To shift and copy categorical summary data to a different descriptor or delete values for selected categorical states, select the Maintain descriptive data tab and choose the tab Categorical summary data. In this panel you operate on the categorical summary data of the descriptions. If you want to shift or copy categorical states between descriptors, please use Maintenance - Categoricalstates. 

Select the Project and the Source descriptor. If you want to select a Target descriptor that is different than the Source descriptor, check the box before the Target descriptor and select a value. Click on Show categorical state mapping and all categorical state values of the selected Source descriptor will be listed in the upper table (see image below). Select the categorical states for which you want to modify the summary data in column >>.

The following operations are available:

• Delete the summary data by leaving the Target state empty
• Move the summary data by selecting the Target state
• Copy the summary data by selecting the Target state and selecting the New column

In case the summary data are moved or copied, all relevant data including modifier and frequency values and notes will be processed. 

After adjusting the required operations for the selected categorical states click on Check for categorical states and all affected summary data will be listed in the lower table (see image above). The Description restriction and Description exclusion lists may be used for refinement of the description selection (see Maintain descriptivedata). For each affected Description and State of the categorical summary data the Action (DELETE, MOVE or INSERT) and New state are specified. If you check the option No state selected, you may search for descriptions that do not reference any state of the Source descriptor and set a state of the selected Target descriptor (see image below). 

You may select or deselect all entries of the result list for the database update by clicking the buttons Select all rsp. Select none. To perform the selected operations click on the button. Instead of updating the database you may click Close form and check list in database to return to the main program with the affected descriptions.