Maintenance

Family and order

To synchronize the entries for the family, order and hierarchy of taxa derived from the module DiversityTaxonNames choose Administration → Maintenance from the menu. A window will open as shown below. To synchronize the higher taxonomic entries for entries linked to the module DiversityTaxonNames choose the tab Hierarchy. These entries are stored in the fields FamilyCache,OrderCache and HierarchyCache in the table IdentificationUnit.

Select a taxonomic database, a project and a taxonomic group and then choose whether you wish to synchronize the family, order or hierarchy. If you wish to inspect single data sets you need to check the Include accession number checkbox. Then click on the Check for differences   button to start the query.

The form will list all differences found as shown above. To update the database click on the Start update button.

Maintenance

Renaming identifications

If you wish to add updated taxonomic names for specimen in the database, you can use the bulk insert function. Choose the project, the taxonomic group and the taxonomic name for which the new identification should be added. As shown in the window below you may enter additional information about this identification. By default the Only last identification option is checked to prevent you from searching in older identifications. If you uncheck this option, the program will search for any identification, irrespective whether it is the last or an older identification.

If you wish to check single data sets check the Include accession numbers option. A new button will appear

which will enable you to close the window and turn to a specimen selected in the table. 

To search for names click on the Test button. The found names will be listed in the table as shown below. To insert the new identification click the Start insert button.

Maintenance

Accepted Names

If you wish to add accepted taxonomic names for specimen in the database were the synonyms are used, you can use the insert function for accepted names. Choose the project, the taxonomic group for which the new identification should be added as well as the source for the taxonomic names and the projects within the taxonomic source from which the new identifications should be taken. As shown in the window below you may enter additional information in the notes field.

Click on the Search for accepted names button to find the accepted names that may be inserted. If you wish to check single data set, select this dataset in the grid and click on the Close form and check dataset in database button.  

If some of the names should not be added, deselect them as shown for the 3. name in the example below. To select or deselect all names you can use the All resp. None buttons. To insert the selected names, click on the Start insert button.

Maintenance

Identification Terms

Vernacular terms may be linked to an external source. To synchronize the entries for the terms derived from the module DiversityScientificTerms choose Administration → Maintenance… from the menu. A window will open as shown below. In the Synchronize databases tab choose the tab Identification terms. There are two ways to synchronize scientific terms. You may either Synchronize terms based on the link via an URI for entries where the link to a scientific terms database is already established or you may Synchronize terms missing a connection where no link is established and you can query for identical terms in one of the databases.

Synchronize terms based on the link via an URI

The terms are stored in the field VernacularTerm in the table Identification. Select a database containing scientific terms, a project and the group which should be synchronized. Finally you have to decide which part should be synchronized, either the term or the hierarchy where the hierarchy is available in two variants (upwards or downwards). Start the query with a click on the Check for differences button.

The form will list all differences found. The other buttons will either select all or no entry .

To update the database click on the Start update button. If you wish to have a more detailed look on your data, you need to check the Include accession number checkbox before starting the query. A button Close form and check dataset in database will appear which will take you back to a single data set in the database.

Synchronize terms missing a connection

Select a database containing scientific terms from the list and a terminology within this database, a project in the collection database and a group to search for identical terms. For the hierarchy you can choose between the hierarchy from the term upwards to superior terms resp. the hierarchy from the top term to the selected term. Start the query with a click on the Check for identical terms button.

In the result list only terms with a single match will be checked (column OK).

If several similar terms were found, these lines will be marked with a blue background. To select one of the similar terms click on the Select valid term button. A window will open as shown below listing all similar terms found. Select one term and click OK to use it.

Maintenance

Scientific Terms

To synchronize the entries with the module ScientificTerms choose Administration → Database → Maintenance from the menu. A window will open as shown below. On the tab page Synchonizing, you can synchronize the content in DiversityCollection with the linked resources or search for new links via text.

To synchonize the content for linked data select the database, the project, the table and the target for which the entries should be synchronized. There are 2 targets for the synchronization: The term itself and the hierarchy. There are 3 tables which may contain links to DiversityScientificTerms:  Vernacular terms, Site properties and Part descriptions).

To synchronize linked data start the query click on the Search for differences button. Terms with differing content will be listed as shown below.

To include the hierarchy in the comparision, check the Compare hierarchy option as well if the hierarchy derived from DiversityScientificTerms should be from the option Top→ Detail or Detail → Top . As shown below 2 more columns will be included, containing the hierarchies in DiversityCollection and DiversityScientificTerms. 

To establish new connections for terms corresponding to terms in DiversityScientificTerms (see below) click on the Search for identical terms button. All matching terms will be listed.

As with the query for linked data, you may include the hierarchy. In addition there are two options to restrict the search: Restrict to terms like … and Restrict to max. results … . The option Include accession number will split the data according to the specimen as shown below. With this option set, you can inspect the content of single specimen in the list using the button (see below).

In the result list you can select the data that should be included in the update in the first column (OK ) by de/selection of single lines or with the buttons Select all resp. Select none. To update the database click on the Start update button.