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. 

 

 

 Proceeded with Steps 2 & 3 - Import of the higher taxa