Configuring the extraction

When you extract data, you can determine whether to add a copy of the original data, whether to reference the chart, and whether to create a set of the extracted items.

Before you extract Analyst's Notebook data, you need to define:

  • How you would like to store general information.

  • Whether you would like to add a chart as an iBase entity in addition to the data.

  • Whether you would like to create an extraction set that contains the results of the extraction.

Chart item data

When you extract chart items, you can extract data into standard fields in addition to mapping them to the correct field types.

Data that is held in the following places can be added to multi-line fields:

  • Item data

  • Attributes

  • Data records

  • Cards

Information that is held on cards is stored as a multi-line field. As a default option these will be added to a single multi-line text field that you can select using the configuration page. If you would like this information to be separated based on type, use the Advanced options.

Note: When you are working with records from Analyst Notebook Premium, system attribute data is not extracted from chart items. For example, your have Person records that contain system-governed Date of Birth and Gender properties. When you run chart extractor, these are not extracted and the Attribute Data field in iBase is empty. When you are working specifically with Information Store records, properties are not extracted from any chart attributes, they are extracted from database properties.

Information Store data limitations

When you are working specifically with Information Store records, properties are not extracted from any chart attributes, they are extracted from database properties. Also the following property values cannot be extracted into iBase:

  • Co-ordinates / Geospatial properties.

  • Timezone (seen in the Record Inspector as a combined property that has Date, Time & Timezone).

  • Numbers of type Double, Integer or Decimal can only be mapped to iBase field types of Currency or Real Number, there is no direct equivalent.

  • Selected From values might not match those in the Select From list in iBase, for a given entity or link type. In Chart Item Extractor, you should turn off the Validate Selected from Code List values to bring that data into iBase.

Creating a source document

The Create Source Document options allow you to add an Analyst's Notebook chart as an iBase entity and if required link chart entities to the source document using links or hyperlinks. To create a source document:

  1. Turn on the Create Source Document checkbox.

  2. Select the Source Document Entity Type.

  3. If required, select the Create Source Document Links option. This links created items to the Analyst's Notebook chart they were extracted from.

    • To link entities to the source document, select a valid Source Document Link Type.

    • To link chart links to the source document, select a valid Source Document Hyperlink Field.

  4. If required, select Include source records in extraction set to add the source document to the extraction set.

Note: In order to import charts within the application, you need to have an entity type that has a Document Field Type.

Creating an extraction set

As a record of this extraction you can create a new set. This might be useful later to identify the data extracted from this data source and for performing analysis on it. The checkboxes will be unavailable if you do not have permission to create sets.

To create an extraction set:

  1. Turn on Create extraction set to create a new set containing the records that are added to the database.

  2. Enter the Extraction Set Name.

    Note: You must enable the Create source document and the Include source records in extraction set to include source records in an import set.