Maintenance

Agents

Synchronize via URI

To synchronize the names of collectors, determinators etc. which are linked to the module DiversityAgents choose Administration - Maintenance from the menu. A window will open as shown below. On the tab page Collection <→ Agents select the project for which the agents should be synchronized. There are 9 tables which may contain links to DiversityAgents: Collection, CollectionAgent, CollectionEventLocalisation, CollectionEventProperty, CollectionSpecimen, CollectionSpecimenProcessing, Identification, IdentificationUnitAnalysis and Transaction. Choose one of these tables for the synchronization. Then start the query with a click on the  button. The type name is written as defined by the default display type in the module DiversityAgents - for more information please see the documentation on DiversityAgents.

The form will list all differences found. To update the database click on the button. If you wish to have a more detailed look on one of the data sets in the list, you need to check the “Include accession number” checkbox before starting the query. A button will appear which will take you back to a single data set in the database.

Search for possible links

You can either update the cached names for entries which are linked to DiversityAgents as described above or you can search for possible links based on the names as shown below. In addition to the options described above you may choose the display type for the query to find any possible match as names may be written like “Hertel, H.”, “H. Hertel” etc.

Next to a search for identical names you can search for similar names. Enter a search string in the  Like field  and click on the  Search for similar names  button. The deteted datasets will be listed as shown below. For those dataset where there are more than 1 possible link in the DiversityAgents database you have to choose the correct link with a click on the  Select valid names  button.

For those dataset where there are more than 1 possible link in the DiversityAgents database you have to choose the correct link with a click on the  Select valid names  button. A window as shown below will open, where you can select the valid name. Click on the button to show details of an agent.

The dataset where the update collides with existing data will be listed in the  tab. Use the   Check selected dataset   button to inspect these data (see below).

Splitting collectors

If the collectors had been written in one field with separators like & you can split these to create a separate entry for every collector (see below). Choose the project, enter the separator or select one of the predefined separators and click on the Search for names to split button. The result will be shown as in the example below. Click on the Start update button to split the collectors. If several separators had been used you have to do the splitting for every single separator.

The dataset where the split collides with existing data will be listed in the  tab. Use the   Check selected dataset   button to inspect these data.