Maintenance Import Scopes

Maintenance - Import scopes

If you have linked description items to DiversityCollection, either by as scope type “Specimen” or “Observation”, you have the option to import links to other databases e.g. to a taxon entry that is present in DiversityCollection. Select the Update description scopes tab and choose the tab Import scopes.

Select the Scope type that shall be imported, e.g. “Sampling plot” and the Project. The Link to collection may be “Specimen” or “Observation”. You have three options to search for descriptions that are liked to DiversityCollection:

• Insert missing scopes searches any description item that is linked to DiversityCollection and you may import the specified links as new scope values.
• Insert if no scope is present searches only description items that are linked to DiversityCollection and do not yet have an entry of the selected Scope type.
• Delete not matching scopes offers the option to remove scope entries from description items of the selected Scope type that are not present in the references collection entry.   

For the latter two options you may decide to Ignore unlinked scopes. Click on Search for descriptions and all descriptions will be listed where the selected conditions match (see image below). You may select or deselect all entries of the description list for the database query by clicking the buttons Select all descriptions rsp. Select no description . If you want to view a single description item, click on it in the result list and then click button Inspect dataset .

In a second step you can now check the linked collection entries for matching links to the selected scope type. The size of the query result list may be adapted by changing the value Number of results. Click on button to open the connections administration form where you may connect missing collection databases.

Start a query for links in DiversityCollection with button Check for matching entries. Description entries with found links are marked with green background, without links with yellow background. If Number of results is selected, only the specified number of entries in the descriptions list will be processed. Depending on the selected options the modified entries will be shown and the “Action” will be “INSERT” or “DELETE” (see image below). After updatig the database, you may process the next package in the description list by a further click on Check for matching entries. 

In case of new entries the “Scope text” will be taken over from DiversityCollection if possible, otherwise it will be set to the selected scope type. After updating the database, you may use Synchronize databases to update the display text in DiversityDescriptions.  

You may select or deselect all entries of the result list for the database update by clicking the buttons Select all rsp. Select none. To update the database click on the button.