The index is a list of records, in this case names and related identifiers, which contains fields that are compared to the searched record. Creating an index involves uploading structured data and mapping record fields to it to tell RMS what kind of data it contains. While this tutorial will only cover one index, an instance of RMS may contain multiple indices. Switching between indices means switching between bodies of data to search.
The data we are about to import is a list of names in a .csv file with a header. More complete indices may include additional columns for data points such as address or age. For the purposes of this quick start guide, we will focus only on names.
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Select the Search tab from the navigation bar.
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Select New Index.
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Name the index quickstart.
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Select Choose File and then select Quick_Start_Guide_Names.csv (included in the file package).
Note
This file is located in Rosette_Match_Studio_Quick_Start_Guide_<version>.zip.
If you do not have this file package, you can download it from support.rosette.com.
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Select Next.
Now, it's time to start mapping.
Mapping is the process of assigning data types, or fields, to the columns in your dataset. Each column must have a field type assigned to it.
While the included file contains both person names and organization names, we will only be focusing on person names in this tutorial. Other possible field types include location name, date, address, and any other valid RNI data type.
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Select RNI_PERSON_NAME as the data type for the NAME column.
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Select RNI_ORGANIZATION_NAME as the data type for the BUSINESS column.
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Select Next.
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Select Create.
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Once the import has succeeded, select Exit to view the index list. It should now contain your newly created index.