Recoding Masks - trillium_discovery - Latest

A mask describes the shape of a data value based on a pattern of alphabetic and numeric characters. In certain cases, the mask also includes special characters and spaces. A mask recode is a user-defined revision, or recoding, of a mask shape which modifies or replaces all occurrences of the original mask with a new mask. You can also recode a mask to be a null (empty) value.

To add or edit mask recodes

1. Open a data source.
2. Click the Attribute Details tab.
3. In the Attribute Name list, select the attribute that contains the mask(s) you want to recode. A tab named for the attribute opens below the Data Source: Name panel showing an overview of the attribute's metadata.
4. On the attribute metadata tab, navigate to the Masks row and note the number of mask values. If the value is 1 or more, double-click the row. The Masks: attribute_name tab opens showing all masks in the attribute.
5. Select the masks you want to recode by clicking the check box, or anywhere in the row, to highlight it. To select multiple rows, press the Ctrl or Shift key and click the rows you want to recode. To select all rows on a page, click Select Page.
6. Click Recode. The Recoded Masks for: attribute_name window opens showing all masks you selected. The following columns display:

   Column	Description
   Original Mask	Displays the original masked values selected for recode.
   Frequency	The number of times the mask occurs in the attribute.
   Recoded Mask	Displays either the original mask if the mask is not recoded or the recoded mask value. If the mask has been recoded, the Recoded column displays Yes.
   Preview	Click to see an example of the mask used in the first row of data where the mask occurs. Anytime a mask recode is changed, click to see the updated value. For example, click after recoding to see the new mask recode applied to the data.
   Recoded	Shows if the selected masks are recoded. Either Yes or No. If Yes, the recode value displays in the Recoded Mask column.
   Reset	Click to remove the mask recode value and reset it to the original mask.

7. To see only those masks that have previously been recoded, select Show:Saved. Otherwise, keep the default of Show: New which shows all masks you selected on the Masks tab.
8. Specify the recodes as follows:

   To…	Action
   Recode a single mask	Click in the Recoded Mask column for the mask. The field becomes editable. Enter the new (recode) mask value. Enter the new (recode) mask value.
   Replace multiple masks with the same mask	Select the rows you want to recode. To select all rows on a page, click Select Page. In the Replace All with: text field, enter the new (recode) mask. Click Replace All. In the Replace All with: text field, enter the new (recode) mask. Click Replace All. Click Replace All.
   Recode masks as blanks (null values)	For a single mask: In the Recoded Mask column for the mask you want to recode as blank (null value), delete the text. For multiple masks: Select the rows you want to recode as blanks (null values). Ensure the Replace All with: text field is blank and click Replace All. Ensure the Replace All with: text field is blank and click Replace All.
   Reset (clear) a single applied recode	Click the reset button () for the mask you want to reset to its original mask value. The value is cleared from the Recoded Mask column for the selected mask. Note: To reset multiple mask recodes at the same time, see step 10.

9. Click the Preview button () for a mask to see an example of the mask applied to the data. The example is taken from the first row of data the mask occurs.
10. To reset (clear) applied recodes for multiple masks:
    1. Select the rows you want to reset. To select all rows on a page, click Select Page.
    2. Click the Reset All button (). A message opens confirming the reset.
    3. Click Yes. The masks are removed from the Recoded Mask column for the selected rows.
11. Click Save to save all your recodes and edits and close the Recoded Masks window. (Click Cancel to close the Recode Masks window without saving changes.)

    The Recoded Masks window closes. The Recode Mask and Mask Recode Status columns are added to the Masks: attribute_name tab,

12. (Optional) Export a mask recode look-up table to use the recodes in the Trillium Quality Transformer process in the Control Center. See Exporting Recode Look-Up Tables.