Nesstar Publisher v4.0 User Guide

1 Unlocking | data | creating | knowledge Nesstar Publisher user Guide September 2011 Nesstar Publisher user Guide Contents 1 1 New 1 Installation .. 1 2 Getting Started .. 2 My Projects .. 2 Opening a 3 Closing a project .. 3 Removing a project .. 3 Organising projects * adding 3 Using Add New Study .. 3 Importing studies and datasets .. 3 Importing one study or dataset .. 4 Importing multiple studies or datasets as separate projects .. 4 Importing multiple datasets as one project .. 5 Importing DDI Document (.)

2 Xml) 6 Importing delimited text files .. 6 Importing SPSS syntax files .. 7 Importing SPSS portable/save files .. 7 Importing Nesstar (.nsf) files .. 7 Importing Hierarchy Definition (.NSDstatHDef) 8 3 Adding Metadata .. 9 Publisher templates ..9 Template 9 Study templates .. 10 Resource Description 10 Template Manager 10 Sharing templates .. 12 Template Editor ..12 Creating/deleting groups .. 13 Adding/removing items to/from a group .. 13 Other Study Description Materials & Other Materials fields .. 14 Item options .. 14 Multi*lingual 15 Adding additional languages.

3 16 Defining default language settings .. 17 Adding multi*lingual metadata .. 17 Controlled vocabularies .. 18 Creating a controlled vocabulary 18 Using a controlled vocabulary list .. 18 Creating a list for Keyword and Topic Classification 19 Using a controlled vocabulary list for Keyword and Topic Classification fields .. 20 4 Datasets .. 20 Key Variables & Relations (Survey data only) .. 21 Relations .. 21 Base key variables .. 22 External key variables .. 22 Validating Relations and Key variables .. 22 22 Variables .. 23 Variable Description .. 25 Documentation.

4 29 Nesstar Publisher user Guide Variable information .. 32 Data 35 Cell Notes Item Level Metadata (Cube data only) .. 35 Cube Setups .. 36 To add a new Cube setup: .. 37 Layout: To set the default view of a table .. 37 Layout: The Sections area .. 37 Layout: Setting the Additivity of Measure variables .. 37 Layout: Setting a Rounding rule .. 38 Layout: Cell marking .. 38 Publishing a 39 Aggregating datasets .. 40 5 Variable Groups (Survey data only) .. 42 Adding/removing variable groups .. 42 Adding variables to a 42 Managing variable groups .. 43 To copy a group .. 44 Variable groups and hierarchical studies.

5 44 6 Other Study Materials & Other Materials .. 44 Other Study Materials .. 45 Other Materials .. 45 7 External Resources .. 47 Resource groups .. 47 Adding resource descriptions .. 47 8 Nesstar Publisher Menu 48 File Menu .. 48 Add New Study .. 48 Import 49 Import Multiple 49 49 Save 49 49 Close 50 Export Dataset .. 50 Export All 50 Update License .. 51 51 54 Edit Menu .. 55 Cut, Copy and Paste .. 55 Copy As Text .. 55 Search .. 55 Clear search results .. 56 Select All .. 57 Documentation 57 Import * Import From Study .. 57 Import * Import From DDI.

6 57 Import * Import From Dublin Core (External Resources).. 58 Import * Import From .nrdf file (External Resources).. 59 Import * Import Dublin Core from HTML (External Resources) .. 59 Export * Export DDI .. 60 Export * Export Dublin Core (External Resources only) .. 60 Export * Export all to Dublin Core (External Resources only).. 60 Add to Local Variable Repository .. 60 Add to Global Variable Repository .. 60 Nesstar Publisher user Guide Variable 61 Statistics Preview .. 64 Update Statistics .. 64 Create Categories From 64 Apply Defaults From Template .. 64 Templates .. 65 Variables Menu.

7 65 Find Variable .. 65 Go 65 Add Variable * Numeric .. 66 Add Variable * Fixed String .. 66 Add Variable * Dynamic 66 Add Variable * 66 Insert Variable * 66 Insert Variable * Fixed String .. 66 Insert Variable * Dynamic String .. 66 Insert Variable Date .. 67 Duplicate Variables .. 67 Copy 67 Insert Copied Variables .. 67 Copy Selected Labels .. 67 Paste Labels From Clipboard .. 67 67 Change Case .. 68 Compute Variable .. 69 Recode 71 Delete Variable .. 73 Data Menu .. 73 Write Protected .. 73 Insert Data Matrix From Dataset .. 73 Insert Data Matrix From Fixed Format Text.

8 74 Sort 75 Select 76 Delete 77 Go To 77 View .. 77 Cubes (Cube datasets only) .. 78 Publishing Menu .. 81 Add Server .. 81 Publishing a Study .. 81 Publishing a Cube .. 84 Publishing a Resource 84 Automatically selected catalogues .. 85 Manage Server (summary).. 85 Log 85 Remove Server .. 86 Republish on all servers .. 86 Publishing to a Secure Server .. 86 86 Validate Metadata .. 86 Validate External Resources .. 86 Validate Dataset Relations .. 86 Validate Variables .. 87 Randomize Key Variables .. 87 Help .. 88 Nesstar Publisher user Guide Homepage.

9 88 View Licence .. 88 Support .. 88 Submit Bug 88 Submit Feature Request .. 88 About .. 88 9 Manage Server .. 89 Adding a language .. 89 Catalogs tab .. 90 Multi*lingual 90 Setting a web client viewing a published file .. 91 The Hidden catalogue .. 92 Published Resources tab .. 92 Creating a list of published 93 Changing the fields including in the published resources list .. 93 Deleting resources from the published resources list .. 94 Viewing a resource from the published resources list .. 95 Creating a list of scheduled 95 Changing the scheduled publishing date and time.

10 95 Customize Webview Welcome 95 10 Nesstar 96 Dimensions and Categories .. 96 Hierarchical Dimensions .. 97 Additivity .. 98 Non*additive .. 98 Stock additivity .. 98 Flow additivity .. 99 Additive 99 Preparing Cube data for Publisher .. 100 Importing Data .. 100 Hierarchical 100 11 Further information .. 102 Adding links to documents from Publisher .. 102 Adding links within Nesstar catalogues .. 103 Nesstar Publisher user Guide Nesstar Page 1 1 Introduction The Nesstar Publisher is a data and metadata authoring tool that is used to prepare and publish survey data, tabular (cube) data and other materials for the Nesstar system.