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Merge pull request #292 from LibraryCarpentry/jas58-patch-1
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Update 02-importing-data.md #208 and #289
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ostephens authored Jul 3, 2023
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Expand Up @@ -60,6 +60,12 @@ To import the data for the exercise below, follow the instructions in [Setup](ht
7. From OpenRefine 3.4 onwards there is an option to Trim leading \& trailing whitespace from strings when importing separator-based files. Keeping this checked will ensure that values like `English` and `English `, which differ by a single trailing space, are not treated as different values after the import
8. Make sure the `Attempt to parse cell text into numbers` box is not checked, so OpenRefine doesn't try to automatically detect numbers because this could cause errors such as confusion between date formats (e.g. DD/MM/YYYY vs MM/DD/YYYY).
9. The Project Name box in the upper right corner will default to the title of your imported file. Click in the `Project Name` box to give your project a different name, if desired.

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This is a good moment to review the points from [What Should I Know When Working with OpenRefine?](01-introduction.md#what-should-i-know-when-working-with-openrefine)

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10. Once you have selected the appropriate options for your project, click the `Create project »` button at the top right of the screen. This will create the project and open it for you. Projects are saved as you work on them, there is no need to save copies as you go along.

![](fig/openrefine_ui.png){alt='Screenshot of Open Refine Create Project Screen'}
Expand All @@ -72,6 +78,12 @@ To open an existing project in OpenRefine you can click `Open Project` from the
### Going Further

- Look at the other options on the Import screen - try changing some of these options and see how that changes the Preview and how the data appears after import.

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Carefully guide learners on how to revisit OpenRefine's homepage to explore import options when creating new or re-opening existing projects, select the large blue diamond in the upper left corner of the browser window.

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- Do you have access to JSON or XML data? If so the first stage of the import process will prompt you to select a 'record path' - that is the parts of the file that will form the data rows in the OpenRefine project.

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