How to use site merge in p:IGI+ v3

Running Site merge in p:IGI+ ensures that all sites are merged consistently.

It is recommended to use Site merge when:

a project is being migrated into v3 from a previous version and the previous version was fully merged
new sites are being added to a project

If boreholes and/or samples also need to be merged, it may be more appropriate to run Project merge or Sample merge.

For further instructions see:

How to migrate a p:IGI+ v2 project to v3.0

When migrating a file into v3 from a previous version, it is recommended that merge is undertaken before running the Data QC tool.

Site merge

Step 1: Open Site merge

Select Data à Site merge…

Step 2: Select criteria for site merge

Choose properties to use for the site merge criteria by either:
a. Selecting properties from the Available Properties list, or
b. Searching in the Search for properties box and adding them to the selection.

Note: Default site merge criteria are provided. Remove them using:
· <Remove Selected
· <<Remove All
Only site properties can be selected at this stage.

2. Optional: Select Set as default to use these criteria for any future site merges.

3. Optional: Choose Merge within a sample set if you wish to merge against a filtered sub-set of the project sites.

Note: Run Site merge on the entire project when first opening a v2 project in v3. Run it on individual sample sets when adding new data to an existing v3 project.
4. Select Merge sites.

Step 3: Resolve conflicts for site merge

The Site merge stage 2 of 2 window displays proposed site groupings.

Proposed candidate sites appear on the left.
Details for each proposed site grouping appears on the right once selected.

Status icons beside each candidate site indicate how the sites will be grouped. Hover over the summary icons at the top for tool tips.
If many conflicts occur, consider refining the merge criteria (bottom left button).

Resolve conflicts using one, or a combination, of the following methods:
Option 1: Resolve conflicts manually
a. Select a candidate site with conflicts
b. Select Next conflict >>
c. Choose the correct value using the tick boxes

Option 2: Auto-resolve conflicts
a. Select Auto-resolve conflicts…
b. Choose the required conflict resolution
c. Select Apply
Note: Auto-resolution applies to all conflicts, not just the selected item. Use Reset auto-resolved conflicts to undo these changes.

2. After resolving all conflicts, select Confirm site merge.

Site merge complete

Site merge is considered complete after Confirm site merge has been selected.