Subsections of Wizard Advanced Tutorial
Wizard Advanced Tutorial Step 1

Step 1 - Preparations: Data import from DELTA file and new import session
Choose Data ->
Import ->
Import
DELTA … (see Import DELTA file) from the menu and
import the DELTA file to project “Deemy” (see below). If the original
database contains special characters, e.g. the German letters “ä”, “ö”
or “ü”, it is recommended to specify the export character set “Unicode”
or “UTF” if the application allows that. If the character set “ANSI” or
“ASCII” was used, you may try the corresponding encoding setting to get
a satifactory import result. The option “Accept comma as decimal
separator” was checked, because the export has been done on a German
computer system, where a value like “3.14” is exported as “3,14”.

Close the window above and choose Data -> Import
->
Wizard ->
Organize session … from the menu. A window as shown below will open,
click the
New button to create a new import
session. Select project “Deemy” and enter a session description. Finally
click button
Save to store the data (see
below).

When you now click on button
Mapping you can
see that no mapping data are available (see below).

Next: Step 2 - Import of categorical state
mapping
Wizard Advanced Tutorial Step 2

Step 2 - Import categorical state mapping
In the Import session form choose
Import
mapping ->
Descriptor … from the menu. A
window as shown below opens that will lead you through the import of the
descriptor mapping data.

The only available import step
Descriptor
Mapping is already selected at the left side of the window. Now choose
the
File from where the data should be
imported. Open file “Deemy_CHAR.txt”. The chosen encoding ANSI of
the file is sufficient. The file column “CharName” contains the
descriptor names and file column “CID” the external ID needed for the
import of the categorical state mapping import (see below).

In the step table at the right side you find the import step
Descriptor Mapping. Click on it and in the
center window the assignemt data for the internal “object_id” and the
“external_key” are displayed. In column “object_id” click on
to make this the decisive column, further click
on
From file to select the column
“CharName” as data source. Now click on the In column “external_key”
click on
From file to select the
column “CID” as data source. After that the columns should look as shown
below.

Remark: In the import wizards for the import mapping “object_id” allways
represents the internal ID of the database. The matching database entry
is searched by comparing the label of the database entry to the selected
file column. If there are several descriptors (or descriptions) with
identical names, the import will generate errors. For categorical states
a special handling is available if the state names are not unique.
Testing

To test if all requirements for the import are met use the
Testing step.
You can use a certain line in the file for your test and than click on
the Test data in line: button. If there are still unmet
requirements, these will be listed in a window. In our example no error
occured and the test for the first data line is shown below.

Import

With the last step you can start to import the data into the database.
If you want to repeat the import with the same settings and data of the
same structure, you can save a schema of the current settings (see
below).

Append categorical state mapping
Close the import form for descriptors. In the Import session form
choose
Import mapping ->
Categorical state … from the menu and open
file “Deemy_CS.txt” (see below).

The only available import step
CategoricalState Mapping is already selected at the left side of the
window. In the step table at the right side you find the import step
CategoricalState Mapping, too. Click on it
and in the center window the assignemt data for the internal
“object_id”, the “parent_key” and the “external_key” are displayed. In
column “object_id” click on
to make this the
decisive column, further click on
From
file to select the column “CharStateName” as data source. In column
“parent_key” you have to specify the parent of the categorical state,
i.e. the external descriptor ID. Therefore click on
From file to select the column “CID”
as data source. In column “external_key” click on
From file to select the column
“StateID” as data source. After that the columns should look as shown
below.

In the source database of this example not only the categorical states
as known in DiversityDescriptions are present, but also some “pseudo
states” that represent statistical measures of quantitative descriptors
or the data status value “not applicable”. The real categorical states
can be recognized by a numeric value in file column “CS”. In any case
the import wizard check if a categorical state with the label specified
in file column “CharStateName” exists in the database. Therefore let’s
do a first test for some selected file lines.
Testing

To test if all requirements for the import are met use the
Testing step.
You can use a certain line in the file for your test and than click on
the Test data in line: button. If there are still unmet
requirements, these will be listed in a window. Perform the import test
for file lines 2, 13 and 12 (see below).

The file line 2 refers to parent “CID=1”, which belongs to a text
descriptor. The pseudo state “(internal)” was not found as a categorical
state in the database, therefore not import is performend for the file
line.

The file line 13 refers to parent “CID=3”, which belongs to a
categorical descriptor. The categorical state “monopodial-pinnate” was
found exactly once in the database, therefore the import test was
successful.

The file line 12 refers to parent “CID=3”, which belongs to a
categorical descriptor. But the categorical state “absent” was found 152
time in the database. Therefore it was not possible to find the correct
categorical state. But the error message already gives a hint how to
solve the problem: To get an unambigious match, additionally the
(external) descriptor ID must be specified.
Select the import step
CategoricalState
Mapping and click on the
button at the end of line
“object_id”. Select file column “CID”, which contains the reference to
the descriptor and enter the separator character | (pipe symbol) in field Pre.: of the new
line. Additionally click on button
in the first
line of “object_id”. In the transformation window insert one replacement
(button
): Replace <br> by <br
/> . This transformation is neccessary, because the formatting
tag “<br>” will be converted to the standardized format “<br />
during export from the original database and import from DELTA. You can
check that transformation by the test functions for lines 1860 and 3555.
After that the column should look as shown below.

The import test with file line 12 now gives a positive result as shown
below..

Import

With the last step you can start to import the data into the database.
If you want to repeat the import with the same settings and data of the
same structure, you can save a schema of the current settings. The
imported data lines are marked green (see below).

Next: Step 3 - Import of descriptor
mapping
Wizard Advanced Tutorial Step 3

Step 3 - Import of descriptor mapping
Close the import form for the categorical state mapping. In the Import
session form choose
Clear mapping ->
Descriptor from the menu (see below) and answer
the followind question with “Yes”. This mapping is based on data column
“CID” and was needed in the previous step to append the categorical
state mapping data. For the picture import the descriptor mapping based
on data column “CharID” is required.

In the Import session form choose
Import
mapping ->
Descriptor … from the menu and open
file “Deemy_CHAR.txt”. The file column “CharName” contains the
descriptor names and file column “CharID” the foreign ID (see below).

In the step table at the right side you find the import step
Descriptor Mapping. Click on it and in the
center window the assignemt data for the internal “object_id” and the
“external_key” are displayed. In column “object_id” click on
to make this the decisive column, further click
on
From file to select the column
“CharName” as data source. Now click on the In column “external_key”
click on
From file to select the
column “CharID” as data source. After that the columns should look as
shown below.

Testing

To test if all requirements for the import are met use the
Testing step.
You can use a certain line in the file for your test and than click on
the Test data in line: button. If there are still unmet
requirements, these will be listed in a window. In our example no error
occured and the test for the first data line is shown below.

Import

With the last step you can start to import the data into the database.
If you want to repeat the import with the same settings and data of the
same structure, you can save a schema of the current settings (see
below).

Next: Step 4 - Import of description
mapping
Wizard Advanced Tutorial Step 4

Step 4 - Import description mapping
Close the import form for descriptors. In the Import session form
choose
Import mapping ->
Description … from the menu and open file “Deemy_ITEM.txt” (see
below).

The only available import step
Description
Mapping is already selected at the left side of the window. In the
step table at the right side you find the import step
Description Mapping, too. Click on it and in
the center window the assignemt data for the internal “object_id” and
the “external_key” are displayed. In column “object_id” click on
to make this the decisive column, further click
on
From file to select the column
“ItemName” as data source. In column “external_key” click on
From file to select the column
“ItemID” as data source. After that the columns should look as shown
below.

Testing

To test if all requirements for the import are met use the
Testing step.
You can use a certain line in the file for your test and then click on
the Test data in line: button. If there are still unmet
requirements, these will be listed in a window. In our example no error
occured and the test for the first data line is shown below.

Import

With the last step you can start to import the data into the database.
If you want to repeat the import with the same settings and data of the
same structure, you can save a schema of the current settings. The
imported data lines are marked green (see below).

The failed lines are in this example caused by duplicate item names
twice in the database. This problem can be fixed by renaming the
ambigious entries in the database and the import file, e.g. to
“Alnirhiza cystidiobrunnea + Alnus 1” and “Alnirhiza cystidiobrunnea +
Alnus 2” rsp. “Lactarius omphaliformis Romagn. + Alnus 1” and “Lactarius
omphaliformis Romagn. + Alnus 2”.
Next: Step 5 - Import of resources for
descriptors
Wizard Advanced Tutorial Step 5

Step 5 - Import of resources for descriptors
Close the import wizard for the mapping data and the import session
window. Now choose Data -> Import ->
Wizard
->
Import resources ->
Descriptor resources … from the menu. A window as shown below will
open to select an import session. Select the session for project
“Deemy”.

After clicking [OK] the following window opens that will lead you
through the import of the descriptor resource data. Open file
“Deemy_RSC.txt” (see below).

Selecting the data ranges
In the selection list on the left side of the window all possible import
steps for the data are listed according to the type of data you want to
import. The step
Descriptor is already
selected, additionally check the step
Descriptor resource (see below).

We attach the descriptor resource values to the descriptors, therefore
we will not change anything in the descriptor but will attach data. In
import step
Attachment at the right
side select
Descriptor
id (see below).

Select the import step
Merge from the list.
For
Descriptor we select the
Attach option because this tables shall not
be changed, for the other step
Insert
should already be selected, because a new entry has to be inserted (see
below).

In the step table at the right side you find the import steps
Descriptor and
Descriptor resource and below them the data groups of the import
steps. Deselect every column from import step
Descriptor except “id”. Mark the “id” column as
Key column for comparison during attachment and click on
From file to select the column
“CharID” as data source. The “id” column of import step
Descriptor now looks as shown below.

In the import step
Descriptor resource
click on
Resource ID and in the center window the
assignemt data for the resource id (“id”) are displayed. Click on
to make this the decisive column, further click
on
From file to select the column
“Resource” as data source. After that the column should look as shown
below.

Click on
Resource name. The center window
shows the data column “label”. Click on
From file in the “label” line to select file column “Resource”. After
the resource number the value in data column “Caption” shall be
inserted, included in brackets, if it is present. Click on the
button at the end of line “label” and select column
“Caption”. Enter ( (blank and opening
bracket) in field Pre.: and ) in
field Post.: of the new line. After that the column should look as
shown below.

Finally click on
Sequence number. In the
center window select the data column “display_order”, click on
From file and select file column
“DisplayOrder” (see below).

Testing

To test if all requirements for the import are met use the
Testing step.
The test for the first data line is shown below.

Import

With the last step you can start to import the data into the database.
If you want to repeat the import with the same settings and data of the
same structure, you can save a schema of the current settings. There are
86 lines that were not imported due to duplicate entries (see below).

The failed lines are caused by duplicate entries, i.e. the resource was
already imported for the descriptor.
Next: Step 6 - Import of resources for categorical
states
Wizard Advanced Tutorial Step 6

Step 6 - Import of resources for categorical states
Close the import wizard for the descriptor resources. Now choose Data
-> Import ->
Wizard ->
Import resources ->
State resources … from
the menu, select the session for project “Deemy”. The following window
opens that will lead you through the import of the categorical state
resource data. Open file “Deemy_RSC.txt” (see below).

Selecting the data ranges
In the selection list on the left side of the window all possible import
steps for the data are listed according to the type of data you want to
import. Deselect the step
Descriptor, it is
not needed since the categorical states have been assigned unambiguous
external IDs in step 3. Check
the steps
Categorical state and
State resource (see below).

We attach the state resource values to the categorical states, therefore
we will not change anything in the categorical state but will attach
data. In import step
Attachment at the right
side select
Categorial state
id (see below).

Select the import step
Merge from the list.
For
Categorical state we select the
Attach option because this tables shall not
be changed, for the other step
Insert
should already be selected, because a new entry has to be inserted (see
below).

In the step table at the right side you find the import steps
Categorical state and
State resource and below them the data
groups of the import steps. Deselect every column from import step
Categorical state except “id”. Mark the
“id” column as
Key column for comparison during
attachment and click on
From file to
select the column “StateID” as data source. The “id” column of import
step
Categorical state now looks as shown
below.

In the import step
State resource click on
Resource ID and in the center window the
assignemt data for the resource id (“id”) are displayed. Click on
to make this the decisive column, further click
on
From file to select the column
“Resource” as data source. After that the column should look as shown
below.

Click on
Resource name. The center window
shows the data column “label”. Click on
From file in the “label” line to select file column “Resource”. After
the resource number the value in data column “Caption” shall be
inserted, included in brackets, if it is present. Click on the
button at the end of line “label” and select column
“Caption”. Enter ( (blank and opening
bracket) in field Pre.: and ) in
field Post.: of the new line. After that the column should look as
shown below.

Finally click on
Sequence number. In the
center window select the data column “display_order”, click on
From file and select file column
“DisplayOrder” (see below).

Testing

To test if all requirements for the import are met use the
Testing step.
The test for the second data line is shown below.

Import

With the last step you can start to import the data into the database.
If you want to repeat the import with the same settings and data of the
same structure, you can save a schema of the current settings. There are
561 lines that were not imported due to duplicate entries (see below).

The failed lines are caused by duplicate entries, i.e. the resource was
already imported for the categorical state.
Next: Step 7 - Import of resources for
descriptions
Wizard Advanced Tutorial Step 7

Step 7 - Import of resources for descriptions
Close the import wizard for the state resources. Now choose Data ->
Import ->
Wizard ->
Import resources ->
Description resources …
from the menu, select the session for project “Deemy”. The following
window opens that will lead you through the import of the categorical
state resource data. Open file “Deemy_RSC.txt” (see below).

Selecting the data ranges
In the selection list on the left side of the window all possible import
steps for the data are listed according to the type of data you want to
import. Step
Description is already selected.
Aditionally check step
Description
resource (see below).

We attach the description resource values to the descriptions, therefore
we will not change anything in the description but will attach data. In
import step
Attachment at the right
side select
Description
id (see below).

Select the import step
Merge from the list.
For
Description we select the
Attach option because this tables shall not
be changed, for the other step
Insert
should already be selected, because a new entry has to be inserted (see
below).

In the step table at the right side you find the import steps
Description and
Description resource and below them the data groups of the import
steps. Deselect every column from import step
Description except “id”. Mark the “id” column as
Key column for comparison during attachment and click on
From file to select the column
“ItemID” as data source. The “id” column of import step
Description now looks as shown below.

In the import step
Description resource
clickon
Resource ID and in the center window the
assignment data for the resource id (“id”) are displayed. Click on
to make this the decisive column, further click
on
From file to select the column
“Resource” as data source. After that the column should look as shown
below.

Click on
Resource name. The center window
shows the data column “label”. Click on
From file in the “label” line to select file column “Resource”. After
the resource number the value in data column “Caption” shall be
inserted, included in brackets, if it is present. Click on the
button at the end of line “label” and select column
“Caption”. Enter ( (blank and opening
bracket) in field Pre.: and ) in
field Post.: of the new line. After that the column should look as
shown below.

Finally click on
Sequence number. In the
center window select the data column “display_order”, click on
From file and select file column
“DisplayOrder” (see below).

Testing

To test if all requirements for the import are met use the
Testing step.
The test for the data line 717 is shown below.

Import

With the last step you can start to import the data into the database.
If you want to repeat the import with the same settings and data of the
same structure, you can save a schema of the current settings. There are
177 lines that were not imported due to duplicate entries (see below).

The failed lines are caused by duplicate entries, i.e. the resource was
already imported for the description.
Next: Step 8 - Import of resource
variants
Wizard Advanced Tutorial Step 8

Step 8 - Import of resource variants
The import wizards used in step 5 up to step 7 allow appending a
resource variant to one resource. Those wizards can be used most
efficiently if the data that are needed for the resource table and the
resource variant are located at the same file. In our example there is
the complication that the direction of the resource reference is in the
opposite direction than in the original database. In
DiversityDescription a resource references e.g. a descriptor and one or
more resource variants reference the resource. In the original database
several entities, e.g. descriptors or states, may reference the same
picture.
During the import of the resources we used the picture number as the
external key of the resources. Together with their parent key, e.g. a
descriptor ID, this gives unambiguous entries although the external
resource ID alone is ambiguous. Now we want to create a resource
variant, containing the URL of the picture, for each resource entry with
the same external resource ID.
Since this “multiple” import is no standard feature of the import
wizard, the following description shows a work-around: During the import
the first resource entry with a matching “Resource ID” that is not
referenced by any Resource variant will be available for data update and
appending of a new resource variant. A repeated import with the same
setting will find the next resource entry and so on until all ambigious
resource entries are processed.
Close the import wizard for the description resources. Now choose Data
-> Import ->
Wizard ->
Import resources ->
Resource variants
… from the menu, select the session for project “Deemy”. The
following window opens that will lead you through the import of the
categorical state resource data. Open file “Deemy_IMG.txt” (see below).

Selecting the data ranges
In the selection list on the left side of the window all possible import
steps for the data are listed according to the type of data you want to
import. The available steps
Update resource
and
Resource variant are already
selected.
We want to update some fields of the resource table with values form the
data file attach the resource variant to the resource. In import step
Attachment at the right
side select
Update resource
id (see below). Note: With this import
wizard only update of resources is supported.

Select the import step
Merge from the list.
For
Update resource we keep the
Merge option because this table shall be
updated, for the other step
Insert
should already be selected, because a new entry has to be inserted (see
below).

In the import step
Update resource click
on
Resource ID and in the center window the
assignment data for the resource id (“id”) are displayed. Click on
to make this the decisive column. Mark the “id”
column as
Key column for comparison during
attachment and click on
From file to
select the column “PID” as data source. After that the column should
look as shown below.

Click on
Resource name. The center window
shows the data column “label” and “detail”. Deselect the “label” entry
and select “detail”. Click on
From
file to select the column “SourceTitle” as data source and enter Source: in field Pre.: (double-click in
the field to open a separate edit window). Now click on the
button at the end of line “detail”, select file
column “Volume” and enter , vol. in
field Pre.:. Repeat the last step for file columns “Pages” (, p. ) and “ReferenceNotes” (, notes: ). After that the column should look as
shown below.

Click on
Resource rights and in the center
window the assignment data for the resource rights are displayed. Select
“rights_text”. Click on
From file to
select the column “Author” as data source and enter © (Alt+0169 and a blank) in field Pre.:.
Now click on the
button at the end of line
“rights_text”, select file column “DateYear” and enter , in field Pre.:. After that the column
should look as shown below.

In the import step
Resource variant
click on
Resource link. The center window
shows the data column “url”. Click on
to make
this the decisive column and on
From
file in the “url” line to select file column “FileName”. Double-click
on the text box after Pre.: to open a separate edit window. Here
enter the web address of the picture server where the files are located
and confirm with “OK”. After that the column should look as shown
below.

Click on
Variant type. In the center window
select the data column “variant_id”, click on
For all: and select the value “good
quality” (see below).

Click on the import step
Resource
variant to find some ungrouped fields. In the center window select the
data column “pixel_width”, click on
From file and select the value “WidthD”. Now select the data column
“pixel_height”, click on
From file
and select the value “HeightD”. Finally select the data column
“mime_type”, click on
From file and
select the value “FileName”. Click on button
to
define a transformation. In the transformation window click on the
cut transformation, enter Position: 2, click on
to enter
splitter character . (period) to extract
the file extension. Now click on
to insert a
translation table and
to insert the values
contained in the file column. “gif” shall be converted to image/gif, “jpg” will become image/jpeg (see below).

After that the columns should look as shown below.

Testing

To test if all requirements for the import are met use the
Testing step.
The test for the first data line is shown below.

Import

With the last step you can start to import the data into the database.
If you want to repeat the import with the same settings and data of the
same structure, you can save a schema of the current settings. As
mentioned in the introduction, the import step has to be repeated until
no more resource variant is imported. At the first run 789 lines were
imported (see below).

At the second run, started by another click on
Start import, 152 lines were imported
(see below).

Finally, at the seventh run no further line is imported (see below).

Wizard Advanced Tutorial Step Overview

Overview of the data tables and necessary import steps
From the original database several tables have been extracted that
contain the descriptor names, categorical state names and description
names, together with their internal IDs in the foreign database.
Additionally there is a table that assigns picture IDs to the IDs of
descriptors, categorical states and descriptions. The last table
connects the picture IDs to file names. In DiversityDescriptions
resources are represented by the tablese “Resource”, which holds some
general information and is linked to descriptors, categorical states or
descriptions. Table “Resource variant” holds the URL of the resources
and each table row is assigned to one entry in table “Resource”.
Find below a part of the table “Deemy_RSC.txt”, which corresponds quite
well to the table “Resource” in DiversityDescriptions. It references
either to a description (“ItemID”), a descriptor (“CharID”) or a
categorical state (“StateID”).

The value in column “Resource” corresponds to column “PID” of the table
“Deemy_IMG.txt” (see below), where the picture file name is specified.
Since all pictures are accessible over a URL containing that file name,
this table can be used for import to data table “Resource variant” in
DiversityDescriptions.

To import the picture data, first the data in table “Deemy_RSC.txt” must
be appended to the existing descriptors, categorical states and
descriptions. Then the data from table “Deemy_IMG.txt” must be appended
to the resource entries. Since the basic data are imported from a DELTA
file, no mapping information have been stored, which are needed to
append the resource data. Therefore at first the mapping information
must be imported from three additional tables.
Mapping data
To allow appending of resource data to the existing database objects, we
first must create the mapping information of the external IDs of the
foreign database to the actual IDs in DiversityDescriptions. Find below
the table “Deemy_Char.txt”, which contains the descriptor name
(“CharName”), the internal “CharID” and an external “CID”.

For the picture import each descriptor must be mapped to its “CharID”,
which can be done by a special mapping import available in the Import
session form. When we now take a look at the “Deemy_CS.txt” (see
below), which contains the categorical state data, we discover a
problem: The categorical states contain the required “StateID”, but they
are connected to their descriptors by the value “CID”, not “CharID”.

This problem can be solved by importing the descriptor mapping twice:
First the descriptor mapping is imported by using the “CID” and the
categorical states are appended to the descriptors. Then the descriptor
mapping is cleared and imported again, this time using the final value
from column “CharID”.
The last table is “Deemy_Item.txt”, which contains the mapping
information for the descriptions. Here the data column “ItemID” must be
mapped to the descriptions (see below).

Next: Step 1 - Preparations: Data import from DELTA file and new
import session