Import Wizard Tutorial
This tutorial demostrates the import of a small file into the database.
The example file is included in the software. At the end of this
tutorial you will have imported several datasets and practiced most of
the possibilities provided by the import wizard. The import is done in
several steps to demonstrate the functionality of the wizard. Please
keep in mind, that this tutorial will only work as shown, if the names
contained in the file are not already present in the database.
Step1 - Import of the taxa
Choose Data -> 
Import Wizard ->
import Taxa … from the menu. A window as
shown here below will open. Click on the
button to open the file ImportTutorial.txt
shipped with this application. In addition to the preselected steps,
select the step 
Common names to import the
common name contained in the file. In the 
Merging step leave all tables as 
Insert (see below).
In the Taxon step, set the first
column NameID to 
Generate new value. Then select the additional columns as shown below.
For the column TaxonomicRank choose
For all and select species from the list.
For the column NomenclaturalCode choose
For all and select Botany (incl. Mycology)
from the list. All columns besides NameID,
NomenclaturalCode and TaxonomicRank are set on
From file and the colums are set as shown in
the image below.
The column CombiningAuthors needs a
transformation. To add this, click on
the 
button. Enter a translation as shown below
where the value NULL is translated to nothing.
Select a translation transformation (click on the
button) and press the 
button to enter a translation (see below).
Press Test the transformation to visualize how the data would be
imported (see below).
To allow the import of this table, choose the 2 columns GenusOrSupragenericName and SpeciesEpithet as 
Decisive columns (see below).
In the step Common name choose the
column CommonName as
Decisive column and
From file (column 6) for and For all for the
other 3 columns as shown in the image below.
In the step 
Project select
For all and the project DiversityWorkbench
from the list and select this column as
Decisive column.
In the step 
Accepted name no further
action is needed.
In the step 
Testing check if you missed
any settings described above. A test should return a result as shown
below.
Finally 
Import the taxa. If no errors occur,
the import should return a result as shown below.
Subsections of Import Wizard Tutorial
Import Wizard Tutorial
Hierarchy
Step2 - Import of the higher taxa - family
To import the hierarchy, the higher taxa must be imported first. Choose
the same file as in the first step for the import. The data for the
higher taxa are not unique in the file. Therefore in the
Merging step, choose 
Merge for all tables (see below).
In the 
Taxon step, set the first
column NameID to
Generate new value. Then select the column
TaxonomicRank and choose For all and
select family from the list. Finally select the column
GenusOrSupragenericName, set it as Decisive columns, set it on
From file and the column 1 as source (see
below).
In the step Project select
For all and the project DiversityWorkbench
from the list and select this column as
Decisive column.
In the step Accepted name no futher
action is needed.
Finally Import the
taxa. If no errors occur, the import should return a result as shown
below. Only the green lines are imported. The yellow lines are found
identical to the already imported data and are therefore not imported.
Step3 - Import of the higher taxa - order
Next we Import the
order. Follow the steps as described for the family above with the
difference that now for TaxonomicRank we
select order from the list and choose column
0 as source for the column GenusOrSupragenericName taxa. If no errors
occur, the import should return a result as shown below. Only the green
lines are imported. The yellow lines are found identical to the already
imported data and are therefore not imported (see below).
Import Wizard Tutorial
Species & Family
Step 4 - Import of the hierachycal relation between species and families
To import the hierarchical relation between the taxa choose Data ->
Import Wizard -> 
Import Hierarchy … from the menu. For every hierarchical rank, you
have to import the relations between the taxa. We start with the
relations from the species to the family (the genus as intermediate rank
between species and family is omitted in this example).
As described in the previous steps, open the file ImportTutorial.txt
shipped with this application. In the Merging
step leave the table on Insert (see
below).
In the Hierachy step, select the
columns Taxon (Name or ID) and Higher taxon (Name or ID) as
Decisive
columns (see below).
For the column ProjectID, select
For all as shown below and select the
project of your choice from the list (e.g. DiversityWorkbench if
available).
As the file does not contain the IDs of the name, we let the program
determine the ID on basis of the name. To enable the program to detect
the ID we need to provide the whole name from the data in the file. We
start with the column Taxon (Name or ID). As
first step, click on the 
button to set the
source for the genus, the first part of the taxonomic name. A window as
shown below will open. Mark the column as shown below an click on the
OK button.
Next we need the species epithet as second part of the names. Click on
the button to add another column. A window as shown
below will open where where the previous selected column for the Genus
is marked with 1. We select the column containing the species epithet
(see below) and click OK.
Now we need the authors as last part of the names. Again click on the
button to add a column and select the source as
shown below.
As shown below, enter a space in the Postfix for the first 2 columns.
If combining authors do exist for a name, the authors of the basionym
are set in brackets. To ensure the correct build-up of the name, we need
to add a transformation. Click on the button to
enter the a 
filter as shown below where an
opening bracket ( is inserted in dependence of the content of the
column of the combining authors.
To set the column for the filter, click on the
button and choose the column containing the
combining authors as shown below.
The final Transformation should look like shown below.
After adding the optional opening bracket we add the authors of the
basionym. Click on the button and select the column
as shown below.
As final step for the authors of the basionym we need the optional
closing bracket. Click on the button and select the
column as shown above. For the new colum enter another
filter transformation as
shown below. To set the column for the filter, click on the
button as described for the opening bracket.
Finally we need the combining authors, provided they do exist. Click on
the button and select the column containing the
combining authors. As these are missing for some names we have to add a
transformation where the content NULL is
translated into nothing. Click on the button to
add a transformation and in the window that will open, click on the
button to add a translation (see below).
To add a value that should be translated, click on the
button and type NULL into the window as shown below.
The final transformation should look like shown in the image below.
The final build-up for the Taxon should look like in the image below.
Now we enter the higher taxon, in this example the family. Click on the
button and choose the column containing the
family as shown below.
Now the Hierarchy step is finished and
should look like shown below.
In the Testing
steps use the test for a check if you missed any settings described
above. The result of the test should appear like shown below.
Finally Import the
data according to your settings. The result of the import should appear
like shown below.
Import Wizard Tutorial
Family & Order
Step 5 - Import of the hierachycal relation between families and the order
After the relations between the species and the families are imported we
proceed with the hierarchical relation between families and the order.
Choose Data -> Import Wizard ->
Import Hierarchy … from the menu.
As described in the previous steps, open the file ImportTutorial.txt
shipped with this application. In the Merging
step set the table on Merge (see below).
As described in the previous step, select the project of your choice and
set the columns Taxon and Higher Taxon to From
file.
Click on the button to select the source for
the family (see below).
… and the orders as shown below.
Additionally you must select these columns as 
Key
columns, used to compare the data from the file with the content in
the database (see below).
A final test before importing the data turns positive (see below).
Now we are ready to import the relation into the database. For every
family this relation will be imported only once (see below).
As a last step, search for the highest taxon “Russulales” in the
hierarchy in the main from and click on the button set hierarchy
(see below) .
After the hierarchy for the Russulales is set, all imported name will
show the complete hierarchy as shown in the example below.
Import Wizard Tutorial
Synonyms
Step 6 - Import of the synonyms
To import the synonyms, choose Data -> Import
Wizard -> 
import Synonyms … from the
menu. A window as shown below will open.
In the Taxon step choose
From file for the Genus and select the colums
Synonym1 as shown below.
To get only the genus from the name in the source, add a transformation
for the column. Click on the button and in the
window as shown below add a 
cutting transformation.
Enter a space as Splitter. A Test of the transformation should produce
the result as shown below.
Next select the SpeciesEpithet and again
From file (see below).
Select the same column as for the genus (see below).
… and as for the genus add a cutting
transformation with a space as splitter but this time set the
Position to 2 (see below).
Choose the columns for the genus and the epithet as
Decisive
columns (see below). Next we turn to the authors of the
synonym. Select the From file for BasionymAuthors …
And choose the SynonymAut1 Column as shown
below.
To cut out the basionym authors we add a cut
transformation as shown below. Enter ) as splitter.
Next we add a 
Replace transformation to get
rid of the leeding bracket (see below).
Now we turn to the combining authors …
Again we add a cut transformation with ) as
Splitter, but 2 as Position (see below).
The window now should look like below.
As a last entry in the taxon step we choose Botany for the Nomenclatural Code (see below).
In the Project step select
For all, choose the project where you
want to import the data and set this column as
Decisive column.
In the Synonymy step select
From file for the accepted name. Now we
must combine the accepted name from the entries in the file to match the
entry in the database.
Select the Genus column for the first part
of the accepted name (see below).
Click on the button to add another column and choose
the Species column as shown below as source.
For both columns enter a space into the Postfix (see below).
Next we add the authors. For the basionym authors we need to add
brackets if combining authors do exist. Select the Author column …
… and add a filter transformation (see below).
Here we choose Import fixed value and
enter ( as a value. As condition we choose that the colum of the
combining autors should not contain the string NULL.
To complete this transformation click on the
button and select the column containing the combining authors (see
below).
To add the basionym authors themselves, click on the button and choose
the corresponding source as shown below.
Next we need the closing bracket for the basionym authors. As before we
click on the button and for the new entered columns we add a
filter transformation as shown below. Enter )
as fixed value and as before select that the source for the combining
authors should be unequal to NULL.
Finally we get the values for the combining authors. Add another column
and select the corresponding column in the source (see below).
To remove the NULL value, we add a translation transformation. As only
string that should be translated, we click on the button and enter NULL
(see below).
Now the translation should look like below.
As final action in the Synonym step we
choose the column for the Acc.name as Decisive column (see below).
A final Testing will detect any missed
settings.
After the final test is passed, we can Import
the data as shown below. The schema will automatically be created and is
available for subsequent imports.
