Metis 101: Staging Merge

Now that we are confident the data is unique within the project it can now be sent to the Staging area. The Staging area in Metis is the central database where an organisations geochemistry data is stored. The Staging area can be updated with new information using Metis Transform and the data can be queried and exported using the data exploration tool, Metis Discover.

Before beginning to upload and merge with Staging area it is important to check you are connected to the correct Metis Service and thus Staging area. As Metis Transform can be deployed to connect to multiple services you need to ensure the data will be sent to the correct database. For example your organisation may have deployed a service to be used for testing, training and evaluation and that should be separate from any service being used for production data. You do not want to send “test data” such as the Metis101 Excel file to the production database.

From the menu select Metis Tools -> Set Metis Server. Here you will see the Set Metis Service dialog, which will list the different Metis Services available to Metis Transform. In practice the choices you will see are dependent on how Metis has been deployed to your organisation. This screen checks each service is online and they may take a few seconds to respond. A green tick in this dialog shows the service is available, a red cross means the service is down and you will need to contact your IT support before continuing.

On the menu select Metis tools -> Merge and Upload to Staging. Like the Project Merge the Staging Merge is comprised of several stages beginning with the wells before considering samples:


As the data has already gone through a degree of quality control, the merge with staging process does not require any merge criteria to be selected. Instead the staging merge looks for wells that already exist in the Staging area with similar characteristics. In this example the system can only use the well name and location (lat and long) to find similar wells. Unless this guide has been followed previously by someone else, the data in this project should be new to the Staging area as indicated by the green plus symbol.

To see what data already exists on the Staging Area you have selected earlier, click the blue hyperlink; in the above screenshot it says IGI Stable however for you it will say something else for you depending on which service you have linked to. This will open up a web browser and take you to a Metis Discover. We'll focus more on Metis Discover later, for now return to Metis Transform and the staging merge.

The action of merging well data with Staging is to simply add additional data to new or existing Wells on the Staging area. If you have well data for the same well that is somehow different in the project, then a staging conflict will automatically be detected and will need to be resolved before wells can be merged. There should be no conflicts in this case so proceed to the Sample merge stage by clicking Confirm and continue to sample merge.

During the final stage of Merging to Staging the data in the project is broken down by well: as there is only a single well in this example it is straightforward. If this is the first time this data has been uploaded to Staging then it will be completely new and only a light review of the data is necessary. Once you are happy click Upload Samples to Staging.

Uploading the data to Staging removes the data from the local Metis project. As a result, the Metis project should now be empty as the two unique rows of data are now stored on the Staging area. You can close the project and Metis Transform, saving isn’t necessary here as you’d only be saving an empty project.

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