Site Merge

Overview

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

Version: 3.0+ (Apr 2026)

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

Site merge and identification

Once the project merge wizard is launched, at Stage 1, the user is prompted to select properties to be used as site merge criteria. For this first stage there's a restriction to just using site properties.

Merge criteria should be selected based on how they group a dataset into distinct entities. For the site merge stage a set of default properties are provided that can assist in merging them into distinct groups, these default properties can be added to or removed.

Stage 2 shows you the results of the merge, grouped by the selected criteria. Most sites will hopefully merge without conflict, as shown by the green tick next to the site name, however if you have conflicting data (for example the same site is given different Geoid values) this will be indicated by the presence of a red cross, and the conflicting property will be shown, with a checkbox allowing the user to specify which value to retain. The number in square brackets tells you the number of rows merging together. You can review all the values (and their latest source) in the right-hand panel, which shows the properties, the source of the data and the merge action to be selected.

When running the merge process, the user interface forces you to first merge the sites together and then merge the boreholes and then the samples. If you run the merge process again it will remember your choice of criteria allowing you to quickly progress through the site merge stage. It will often to be necessary to run several sample merges with different merge criteria, but typically only one site merge is required.

If the results of the site (or borehole or sample) merge are not as anticipated it is possible to Refine site merge criteria and see if a better grouping can be found. It is also important to check for missing rows by reviewing the number of rows with no merge criteria.

To progress to the borehole merge stage select Confirm site merge and continue to Borehole merge