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.

 Proceeded with Step 5 - Import of the hierachycal relation between families and the order