Advanced Project

Importing with Fisher

Specification Manager
Import Tag Comparison and Mapping

LET’S BEGIN…
Let’s consider the first task…
 1. Select an existing project

3. Select Import 2. Select File

 2. Click Select Import File

1. Select a File Delimiter *

* It is assumed that the

basic project importing
tutorial has been viewed.

Note: The existing tags

are listed as Source Tags,
meaning they may or
may not be replaced by
the uploaded tags
(Destination Tags).
1. Select your import
file

2. Click Open
 1. Select the program
the Import file is from

2. Select the Import File Type

3. Click Upload File

 In
In thisthis scenario,
scenario, the
the imported
imported
tags
tags havehave the
the same
same titles
titles as
as
the existing tags. A Local
the existing tags. A Local
Fisher
Fisher Representative
Representative or or
Sales Office has completed
Sales Office has completed
the
the spec spec and
and we
we just
just uploaded
uploaded
itit to
to consider
consider the
the differences.
differences.

Let’s
Let’s consider
consider the
the
existing 55 FV 102…
existing 55 FV 102…

…and
…and compare
compare itit to
to
our uploaded 55 FV 102.
our uploaded 55 FV 102.
The
The Compare
Compare window
window …different
…different colors
colors are
are …and
…and check
check boxes
boxes
appears.
appears. TheThe tags
tags used
used to
to identify
identify identify which variable
identify which variable
being
being compared
compared areare differences
differences between
between changes
changes will
will be
be imported.
imported.
identified…
identified… the tags…
the tags…

Let’s
Let’s simplify
simplify this
this
view
view by clicking on
by clicking on
Show Only Fields
Show Only Fields
with
with Changes.
Changes.
 Notice,
Notice, small
small differences,
differences, such
such as
as
We
We now
now only
only see
see the
the differences
differences spacing, can sometimes
spacing, can sometimes make make
between
between the
the two
two tags.
tags. identical
identical values
values show
show upup as
as “Not
“Not Equal”.
Equal”.

We
We may
may decide
decide that
that
Scrolling
Scrolling down
down all
all these changes are
these changes are
further,
further, we
we begin
begin to
to fine, except for the
fine, except for the
see how the tag
see how the tag trim.
trim. WeWe choose
choose notnot
has
has been
been worked
worked on.
on. to
to accept
accept the
the changes.
changes.

By
By clicking
clicking OK
OK and
and moving
moving on on with
with our
our
importing,
importing, we we have
have chosen
chosen to to import
import only
only
the fields selected in this tag. This
the fields selected in this tag. This
comparison
comparison and and selection
selection can
can be be done
done with
with
all the tags before they are finally imported.
all the tags before they are finally imported.
 There
There areare two
two
more
more things
things to
to
consider before
consider before
finally
finally importing.
importing.

Also,
Also, ifif we
we don’t
don’t want
want to
to import
import aa tag,
tag, we
we can
can
uncheck the Select box directly to the
uncheck the Select box directly to the left. left.

The
The OverRide
OverRide
feature,
feature, when
when
checked,
checked, tells tells
Now, let’s go over Mapping… the
the program
program to
replace the
to
replace the
Source
Source TagTag
with
with the
the
Destination
Destination Tag. Tag.
IfIf left
left unchecked,
unchecked,
the
the Source
Source
Tag
Tag isis
considered
considered aa
revision,
revision, leaving
leaving
the
the Destination
Destination
Tag
Tag asas the
the
working tag.
working tag.
 Import
Import maps
maps are
are used
used to
to “translate”
“translate” data
data from
from one
one program
program to to the
the next.
next. In
In the
the case
case of
of valve
valve
sizing,
sizing, there
there are
are many
many different
different labels
labels used
used toto identify
identify valve
valve attributes,
attributes, units,
units, and
and application
application
information.
information. These
These labels
labels can
can bebe paired
paired with
with Fisher
Fisher Specification
Specification Manager’s
Manager’s labels
labels via
via aa map.
map.

Fisher
Fisher Specification
Specification Manager
Manager hashas
built-in import maps for programs
built-in import maps for programs
commonly
commonly associated
associated with
with Fisher
Fisher
and valve sizing…
and valve sizing…

…However,
…However, wewe realize
realize that
that there
there
are
are many
many other
other ways
ways sizing
sizing data
data
can
can be arranged, either by aa
be arranged, either by
customer
customer or
or another
another program.
program. Such Such
arrangements
arrangements call
call for
for aa custom
custom map.
map.

AA very
very common
common way way of of storing
storing andand
organizing sizing data is
organizing sizing data is in an in an
Excel
Excel spreadsheet.
spreadsheet. IfIf you you plan
plan to
to
import data from such a file,
import data from such a file, you you
should
should arrange
arrange itit in
in aa manner
manner that that
Fisher
Fisher Specification
Specification Manager
Manager will will
recognize…
recognize…
 For
For example…
example…

Tag
Tag names
names are
are listed
listed in
in Attribute
Attribute titles
titles are
are listed
listed in
in Attribute
Attribute values
values should
should be
be directly
directly below
below their
their
column A, rows 2 and up. row 1, columns A
column A, rows 2 and up. row 1, columns A and up. and up. respective titles and in the their tag’s row.
respective titles and in the their tag’s row.

When
When mapping
mapping
attributes,
attributes,
unit
unit fields
fields have
have Specific
Specific unit
unit mapping
mapping willwill
“UOM”
“UOM” at the end.
at the end. be discussed later in the
be discussed later in the
ItIt is
is important to note that units
important to note that units are
are allotted
allotted tutorial.
tutorial.
cells
cells separate
separate from
from their
their respective
respective values.
values.
Let’s
Let’s look
look at
at creating
creating aa map…
map…

1. Click on Select Mapping

 The
The Mapping
Mapping window
window is is used
used toto The
The default
default map
map that
that appears
appears when
when Attribute
Attribute titles
titles that
that Fisher
Fisher
create custom maps for importing
create custom maps for importing Mapping is opened contains
Mapping is opened contains a a Specification
Specification Manager uses
Manager uses are
are
files
files that
that were
were created
created in in aa complete list of all the program’s
complete list of all the program’s listed as SystemName.
listed as SystemName. MapName MapName
program
program other
other than
than those
those identified
identified attributes listed as both
attributes listed as both thethe is
is used
used toto denote
denote titles
titles used
used by
by
on
on the
the Import
Import window.
window. System and Map
System and Map Name. Name. the
the source
source program
program of of the
the project
project

Source
Fisher
Program
Titles
Titles
 IfIf our
our import
import file
file has
has the
the same
same or or When
When our our map
map
Next,
Next, we
we take
take out
out
almost the same attribute
almost the same attribute data, thendata, then is
is complete, we
complete, we
any attributes that
any attributes that
we
we onlyonly need
need toto alter
alter the
the existing
existing can click
can click onon
our
our file
file doesn’t
doesn’t
map by changing the
map by changing the MapNames MapNames Save
Save As As toto keep
keep
have
have data
data for…
for…
to
to the
the source
source program’s
program’s titles…
titles… for
for future
future use.
use.

…let’s
…let’s
consider
consider
this
this
example…
example…
 Most
Most often,
often, though,
though, editing
editing the
the Let’s
Let’s make
make aa map
map We
We observe
observe what
what Now
Now that
that we
we know
know
default
default map
map isis not
not the
the best
best option.
option. for
for the
the spreadsheet
spreadsheet attributes
attributes we
we have
have what
what attributes
attributes we
we need,
need,
Starting
Starting with a blank map and
with a blank map and we used as an example and match
we used as an example and match them to them to we can highlight them
we can highlight them
adding only the attributes
adding only the attributes youyou
earlier in the tutorial… the listed attributes.
earlier in the tutorial… the listed attributes. from
from the
the master
master list…
list…
need
need isis often
often easiest…
easiest…

…let’s
…let’s
consider
consider
this
this Once
Once all
all the
the desired
desired
example…
example… attributes
attributes are
are highlighted,
highlighted,
we
we click
click Select…
Select…
 IfIf we
we have
have attributes
attributes that that aren’t
aren’t listed
listed inin the
the
program,
program, then the program doesn’t have aa
then the program doesn’t have
Now,
Now, we
we need
need to
to change
change thethe …we
…we continue
continue until
until all
all the
the use
use for
for such
such information.
information. To To tell
tell the
the program
program
MapNames
MapNames so they match our
so they match our MapNames are replaced
MapNames are replaced to
to ignore
ignore this
this attribute,
attribute, clickclick Add
Add User
User Defined
Defined
spreadsheet attribute titles...
spreadsheet attribute titles... (including
(including unit
unit titles!).
titles!). Field
Field and
and fill
fill in
in the
the attribute
attribute title…
title…

Finally,
Finally, to
to complete
complete any
any map,
map,
we have to make sure
we have to make sure the the
program
program will
will recognize
recognize our
our units.
units.
 We
We may
may represent
represent our
our units
units
differently than Fisher
differently than Fisher
Specification
Specification Manager
Manager does.
does.
Therefore,
Therefore, we
we need
need to
to make
make
sure
sure our unit symbols are
our unit symbols are
matched up to the programs’.
matched up to the programs’.

IfIf our
our units
units can’t
can’t bebe found
found
under
under System Units, then we
System Units, then we
should enter its title under
should enter its title under Map Map
Unit
Unit as as well
well asas aa conversion
conversion
factor
factor to
to make
make itit equal
equal to
to
its paired System
its paired System Unit.Unit.
 Let’s
Let’s review…
review…
…finally,
…finally, we
we matched
matched upup our
our
We
We found
found which
which attributes
attributes …then
…then wewe mapped
mapped our
our …we
…we used
used aa User
User Defined units to the System Units,
Defined units to the System Units,
we needed and selected
we needed and selected attribute names to the
attribute names to the Map
Map Field
Field toto map
map an an adding
adding conversion
conversion factors
factors
them…
them… System
System Names…
Names… attribute
attribute that
that isn’t
isn’t listed…
listed… when
when necessary…
necessary…

Imported Tags have

been compared to Existing
Tags and a proper Map has been
created for importing an
outside file.

You’re Done!
Use
Use the
the “Back”
“Back” button
button to
to return
return to
to the
the Help
Help System
System

OR
OR

Continue
Continue clicking
clicking to
to repeat
repeat the
the tutorial
tutorial