File Upload Information

  • XML Schema information for uploading data to EvaluationWeb®, including user tips and tricks and sample files.

  • Creating Files to Upload Into EvaluationWeb® - A Primer for Programmers

    Provides direction for programmers attempting to formulate XML files to upload data to EvaluationWeb®.

  • Uploading Files to EvaluationWeb® User Guide

    File upload background information, file types and schema names, data types, accessing and description of the file upload window, upload instructions, addressing warnings/correcting errors, creating an Upload History report, and viewing your uploaded data using Reflexx.

  • Excel Notes

    Information on uploading files using Microsoft Excel format.

File Upload Job Aids

  • Common Types of Errors and Warnings for File Uploads Job Aid

    This job aid serves as an introduction to common types of file upload errors and warnings.

  • Avoiding ID Truncation in EvaluationWeb® Excel Upload Files Job Aid

    This job aid explains the issue of Microsoft Excel truncating long IDs in Excel upload files and demonstrates workaround for avoiding the issue.

  • Selecting a Schema for EvaluationWeb® File Uploads Job Aid

    This job aid assists users in determining which schema or template to follow when creating and uploading their data.

  • How to Read EvaluationWeb® File Process Reports Job Aid

    This job aid describes each section of the File Progress Report (FPR) and guides users in interpreting the data contained in the report.

  • Avoiding Data Loss When Uploading Status U Records Job Aid

    This job aid provides specific information on the ā€˜Uā€™ upload status. Additionally, upload warning numbers and their related text are provided.

  • EvaluationWeb® File Upload Tips and Tricks I - February 2015
    84 min

    Live training providing tips and tricks on uploading data files to EvaluationWeb®. This training focuses on how to use the File Process Report to troubleshoot issues with uploaded files.

  • EvaluationWeb® File Upload Tips and Tricks II - August 2015
    74 min

    Live training providing tips and tricks on uploading data files to EvaluationWeb®. This training focuses on upload updates from Summer 2015, including new file types: HIV Testing version 3.2 (Excel/CSV) and Partner Services version 2.1 (XML and Excel/CSV).

  • EvaluationWeb® File Upload Tips and Tricks III - February 2017
    27 min

    Live training providing tips and tricks on uploading data files to EvaluationWeb®. This training focuses on upload updates from spring 2017, including an improved file upload interface as well as additional validation rules for partner services and health department aggregate-level data.

  • EvaluationWeb® PS Version 2 File Uploads - Working with Site IDs and Related Site Data Job Aid

    This job aid provides tips and tricks for working with Partner Services Site IDs for users maintaining Version 2 file uploads.

  • EvaluationWeb® PS Version 2.1 Excel Records - Using Case Numbers Correctly Job Aid

    This job aid explains how case numbers connect Partner Services clients in a case and how the numbers should appear in Version 2.1 Excel files to avoid errors when uploading data.

  • EvaluationWeb® PS Version 2.0 XML Records - Using Case Numbers Correctly Job Aid

    This job aid explains how case numbers connect Partner Services clients in a case and how the numbers should appear in Version 2.0 XML files to avoid errors when uploading data.

  • EvaluationWeb® PS Version 2.1 XML Records - Using Case Numbers Correctly Job Aid

    This job aid explains how case numbers connect Partner Services clients in a case and how the numbers should appear in Version 2.1 XML files to avoid errors when uploading data.

Latest Schemas

For your reference, each schema has a sample file in all accepted file formats for that data type.

  • Agency Information
    v1.0
    Updated Feb 2015
    Used to update agency/program/intervention/site information in the system. All new types reference ids that must be maintained using this file.
  • Common Definitions
    v1.0
    Updated Feb 2015
    These are the common definitions used across all upload types except for HIV v4.0 and PS v3.0 (the definition of the standard header, and various data types). This includes descriptive items such as Agency name and Site name which previously were not transmitted to CDC.
  • HIV Testing
    v4.0
    Updated July 2018
    18-1802 upload format.
  • Partner Services
    v3.0
    Updated July 2018
    18-1802 upload format.

Past Schemas

Change History

Date Files Change
July 2018
  • HIV Testing v4.0 XML
    • Added v4.0 XML support for PS18-1802 data collection
  • Partner Services v3.0 XML
    • Added v3.0 XML support for PS18-1802 data collection
  • Health Department Aggregate
    • Removed
  • Health Department Client Level
    • Removed
  • Directly Funded CBO Aggregate
    • Removed
  • Directly Funded CBO Client Level
    • Removed
Jun 2015
  • Partner Services v2.1 XML
    • Switched to standard header.
    • Switched to using definitions.xsd
    • Removed several variables (PCR209, X303a, X503)
    • Removed status fields
    • Added attemptsToLocate to partners
    • Renamed partnerInformation and indexPatientInformation to asAPartner and asAnIndex to clarify intent
  • Partner Services v2.1 Excel
    • Excel/CSV equivalent of PartnerServices v2.1
  • HIV Testing v3.2 Excel
    • Added missing variable (Client Zip Code)
08/18/2014
  • Changed to allow a Deletions only file
05/07/2014 PSData_v2.xsd
  • Corrected codes and comments for HIVTestResult in the Referrals section (X713).
05/02/2014 definitions.xsd
  • Added new EBI codes.
04/29/2014 All XSDs
  • Added text discussing local ids.
04/23/2014
  • Minor change to AgencyInfo Samples around EBI declarations in programs
04/10/2014 definitions.xsd
  • Minor tweaks to bring id lengths and value codes into closer alignment with DVS
03/13/2013 PSDData_v2.xml
  • Added "R" as a valid value for the records status fields
11/26/2013
  • Added CT 3.1 schema for housingStatusRevised, and CT 3.1, HD Aggregate, and CBO Aggregate Excel templates (uploadable late February)
10/24/2013 PSData_v2.xsd
  • Updated notes on coding for actualNotificationMethod and partnerNotifiability
08/27/2013 PSData_v2.xsd
  • Corrected variable type on referredToMedicalCare
07/22/2013 PSData_v2.xsd
  • Fixed several issues that caused errors to be reported incorrectly.
07/22/2013 AgencyInfo.xsd
  • Added CT and PS as valid EBI types
06/21/2013
  • Remove Agency section into it's own file.
06/21/2013 HDCLData_v1.xsd
  • Add populatedAreaValueCode
  • Removed pregnantStatusValueCode, prenatalCareStatusValueCode
  • Allow multiple agencies
  • Correct spelling of birthYear
  • Move AgencyInfo to it's own file
  • Make all xsds less restrictive
06/21/2013 PSData_v2.xsd
  • Update value codes to match current DVS
04/17/2013 CTData_v3.xsd
  • Enable link to V3 CT schema
  • Modify housingStatus to allow multiple answers
04/17/2013 HDCLData_v1.xsd
  • Added condomsDistributed
  • referredToPrEP and initiatedPrep were switched to type="typeRaceOnlyAggregate"
04/17/2013 CBOAGData_v1.xsd
  • Added numberCondomsDistributed
04/17/2013 CBOCLData_v1.xsd
  • Moved referrals, prevention for positive referrals, and date of condom distribution to be per intervention enrollment
04/17/2013 Samples
  • HDAGSample.xml was updated to show the correct DataType.
  • HDAGSample.xml, CBOAGSample.xml, CBOCLSample.xml, and HivFormInfo_v3.xml were updated to reflect the xsd chanages.
02/01/2013 CTData_v3.xsd
  • Disabled link to V3 CT schema
12/28/2012 All
  • Initial Publication