Metis Project Merge

Overview

Site, borehole and sample data can be merged together following import to Transform.

Version: 3.0+ (Apr 2026)

Usage: Metis Tools --> Project merge...

How to use in practice

The project merge is one of Metis Transforms’ unique tools. It allows you to group together site information, borehole information and sample information to create unique sites, boreholes and samples, and assign samples to boreholes & sites in the system. It is a requirement to undertake a project merge prior to uploading any data to Metis Staging. The merge step provides internal identity to the samples in Metis Transform.

When a row is first imported into Metis Transform we consider it a candidate site, a candidate borehole and a candidate sample. The term candidate is used to indicate that this might become, or contribute toward, an actual site, borehole or sample in the system. You can think of these as being ‘rows in a spreadsheet’ – they have no real sense of being a sample or belonging to a site or borehole until we run the project merge.

In the project merge we bring together one or more candidate rows to create project sites, project boreholes and project samples.

In v2.3+ project merge can now be undertaken within a sample set if desired using the Merge within a sample set drop-down.

Project sites and boreholes are shown in the sites and boreholes list, and project samples are just samples in the spreadsheet. You can tell whether a sample is a candidate sample by inspecting the Sam status.Metis property - an empty value implies a candidate sample, but if the string "Metis sample" is shown you are looking at a project sample.

Only project sites, boreholes and project samples will be considered for uploading to the Staging database.

The Transform project merge has three stages, first Transform merge sites then merges wells before moving onto merging samples.

To launch the merge wizard select Metis Tools -> Project merge… from the menu.