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Colectica 7.6
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Introduction
DDI Tools
Additional Resources
Changelog
X
GitHub
LinkedIn
YouTube
Section Navigation
Colectica for Excel
Document Data
Document your Excel Workbook
Add Detailed Information about each Column
Add Additional Fields to your Documentation
Create a Code List for a Column
Reuse a Code List
Validate Metadata Quality
Publish Documentation
Export Information to Standardized XML
Create Publishable Documentation
Import Data
Import Data into Excel from SAS
Import Data from SPSS
Import Data from Stata
Configuration
Modify the Authoritative Agency of your Metadata
Register your copy of Colectica for Excel
Frequently Asked Questions
Colectica Designer
Get Started
Installation
The Ribbon
The Navigator
Send Feedback
Create Items
Browse and Search
Home Page
Checkouts
Browse
Search
View and Edit Items
The Item Editor
Work with Text
Reference Items
Controlled Vocabularies
Annotations and Custom Fields
File Attachments and Other Materials
Save Items
View References
View History
Manage Content
Data
Document a Dataset
Update Dataset Documentation Based on a Data File
Generate a Dataset Description from a Survey Instrument
Apply a Metadata Input Sheet
Apply Metadata from Another Dataset
Compute Summary Statistics
Apply Statistics from a Spreadsheet
Remove Summary Statistics
Create a PDF Data Dictionary or Codebook
Organize Variables into Groups
Synchronize with Concept System
Data Collection
Design a survey instrument
Add a new question
Add an existing question
Add a statement
Add a conditional branch
Add a section
Add an existing sequence
Add a loop
Reorder items
Remove items from a survey
View All Questions in a Survey Instrument
Manage survey questions
Generate a Paper Questionnaire
Publish to a Computer-assisted Interviewing System
Generate Blaise Source Code
Generate a REDCap Survey or Data Dictionary
Generate a queXML Survey
Generate CASES Source Code
Generate a CSPro Survey
Research Lifecycle
Document a Study
Document a Series of Studies
Data Concordance
Classifications and Code Lists
Create a Code List
Edit Classifications
Quality Statements
Define a Quality Standard
Quality Standards for SIMS, ESQRS, and ESMS SDMX
Create a Quality Statement
Publish to PDF
Specify Site-wide Information to be used in all Quality Statements
Foundational Metadata
Manage Concepts
Universes and Populations
Code Lists and Categories
Metadata Packages
Common Commands
Validate Metadata Quality
Validate with XPaths
Duplicate a Metadata Item
Deprecation
Delete from Repository
Import
Import Data
Import Surveys
Blaise
CASES
IBM SPSS Data Collection / SPSS Dimensions
QueXML
REDCap
Bulk Ingest
Concordance Information
Import Other Resources
Code Lists
Metadata Spreadsheets
DDI
Import from SKOS
Publish
Generate Documentation
Publish to Colectica Repository
Configure a Remote Repository
Check out an Item
Publish a Checkout
Update a Checkout
Tag a Checkout
Export to Open Standards
File Storage Service
Work with Open Standards
View DDI 3
Validate DDI 3
Administration
Local Database
User Settings
User Interface Configuration
Site-wide Repository and Workflow Server Configuration
Site-Wide Default Language
Site-wide Custom Field Configuration
Site-wide User ID Configuration
Controlled Vocabulary Configuration
Disable Update Check
Disable Application Insights
Colectica Questionnaires
Get Started
Installation
Activation
Create a Survey
Open a Survey
Save a Survey
Configure Repositories
Design Surveys
Add a Question or Other Survey Item
Survey Items
Static Content
Questions
Choice Grids
Question Grids
Rosters
Sequences
Computations
Functions for Computation Assignments
Edit Checks
Blaise 5 Data Lookup
Dynamic Text Replacement
Custom Fields
Reuse Questions
Organize a Survey
Display Logic
Parameters
Survey Output Names
Survey Properties
Multiple Languages
Search and Analysis
Search
Check for Errors
Questions
Flowchart
Collaboration
Synchronize with Repository
Commenting
Publish
Survey Specification
Paper Form
DDI XML
Blaise 5
Roadmap
Colectica Repository
Functionality
Metadata Repository
Colectica Platform Overview
Colectica Repository Overview
Storage
Security
User Authentication
Security Modes
Roles
Repository Methods and Roles
Permission Management
Access Controls (Permissions)
Encryption
Agency Management
Multilingual Support
Search Capabilities
Web Portal
Home
Search
Explore
Basket
Item Details
Account Management
Administration
Dashboard
Reports
System Status
Users
Site Information
Agencies
Item Types
Languages
Pages
Extensible Buttons
File Storage Service
Extensibility
REST API
Web Services Overview
Configure the REST API
REST API Examples
Search
Get an Item
Relationship Search
Colectica Workflow Services
User Guide
Request publication of an item
View workflow items that need review
Preview an item that needs review
Approve publication of an item
Deny publication of an item
Designate a user or group to be responsible for an item
Unpublish an item
Deployment 6.2
Deployment Options
Set up DNS
Create the Database
Configure System Prerequisites
Deploy Site Binaries
IIS Configuration
Configure Workflow Website
Install and Configure the Workflow Service
Install and Configure the Workflow Preview website (Optional)
System Configuration
Test
Deployment 7.0
Deployment Options
Set up DNS
Create the Database
Configure System Prerequisites
Deploy Site Binaries
IIS Configuration
Configure Workflow Website
Configure Windows Authentication
Install and Configure the Workflow Task Runner
Install and Configure the Workflow Preview website (Optional)
System Configuration
Test
Configuration
Configure email notifications
Configure email templates
Configure live previews
Colectica RDF Services
Technical Documentation
Hosting Options
Database Options
Authentication
Configure OAuth2 OpenID Connect (OIDC)
Configure Local JWT Token Provider (Optional)
Configure Active Directory
Configure Azure Active Directory
Security and Attack Mitigation
Item Type Identifiers
Advanced Search
Elastic Indexer
Elasticsearch Indices
Theme and Styles
Localization
Observability
Discoverability and Harvesting
Metadata Structure for the Explore Page
Frequently Asked Questions
Deployment
Preparation
DNS
Configure System Prerequisites - Windows
Configure System Prerequisites - Linux
Create the Repository Database
Configure the Environment
Service Account Permissions - Windows
Deploy Binaries
Configuration
appsettings.json
Web Portal Administration
Email Templates
Authentication
Configure OAuth2 OpenID Connect (OIDC)
Configure Local JWT Token Provider (Optional)
Configure Active Directory
Configure Azure Active Directory
Running Repository
Running Repository on Linux
Running Repository Standalone on Linux
Running Repository with a Proxy on Linux
Running Repository on Linux with Docker
Running Repository on Windows
First Run Configuration
Test
Windows Upgrade Guide
Colectica Curation Tools
Feature Overview
Depositor Guide
Sign Up
Log In
Create a New Catalog Record
Edit Methods Information
Upload Files
Submit for Curation
View Catalog Records
Depositor Alerts
Curator Guide
Log In
View Catalog Records
Perform Curator Review Tasks
Confirm Observation Counts
Check for Missing Variable and Value Labels
Compare Questionnaires, Codebooks, and Data
Check for Personally-Identifiable Information
Identify Potential Errors in Data Files
Confirm Code Executes Successfully
Confirm Code Replicates Reported Results
Create Preservation Formats
Update Data Files from Metadata
Request Publication
Catalog Record History
File History
Curator Alerts
Organization Administrator Guide
Log In
Create a User
Assign Permissions to a User
View Catalog Records
Assign Curators
Accept Publication Request
Catalog Record History
File History
Organization Settings
Organization Administrator Alerts
Site Administrator Guide
Site Settings
Create an Organization
Technical Documentation
Overview
Data Model
Automatic Information Versioning
DDI Lifecycle in Colectica Curation Tools
Storage
Software Components
Extension Points
User Roles
Multiple Organizations
Deployment
Create the Curation Database
Provision Storage Areas
Configure System Prerequisites
Deploy the Curation Web Application
Deploy the Curation Service
Deploy ClamAV
Configure the Curation System
Configure Error Alerts
Upgrade
ChangeLog
Colectica SDK
Class Level Documentation
Code Samples
Colectica Designer Addins
Deployment with Nuget
Enabling Visual Studio Intellisense for Colectica SDK
DDI Tools
Colectica Repository
Functionality
Colectica Workflow Services
Deployment 7.0
System Configuration
System Configuration
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Miscellaneous
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Add appropriate ports to any inbound firewall configurations.
On this page
Miscellaneous
