Diversity Taxon Names

Import Wizard Tutorial

Synonyms

 Step 6 - Import of the synonyms

To import the synonyms, choose Data → Import Wizard → import Synonyms … from the menu. A window as shown below will open. 

In the Taxon step choose From file for the Genus and select the colums
Synonym1 as shown below.

To get only the genus from the name in the source, add a transformation for the column. Click on the button and in the window as shown below add a cutting transformation. Enter a space as Splitter. A Test of the transformation should produce the result as shown below.

Next select the SpeciesEpithet and again From file (see below).

Select the same column as for the genus (see below).

… and as for the genus add a cutting transformation with a space as splitter but this time set the Position to 2 (see below).

Choose the columns for the genus and the epithet as Decisive columns (see below). Next we turn to the authors of the synonym. Select the From file for BasionymAuthors …

And choose the SynonymAut1 Column as shown below.

To cut out the basionym authors we add a cut transformation as shown below. Enter ) as splitter.

Next we add a  Replace transformation to get rid of the leeding bracket (see below).

Now we turn to the combining authors …

Again we add a cut transformation with ) as Splitter, but 2 as Position (see below). 

The window now should look like below. 

As a last entry in the taxon step we choose Botany for the Nomenclatural Code (see below).

In the Project step select For all, choose the project where you want to import the data and set this column as Decisive column.

In the Synonymy step select From file for the accepted name. Now we must combine the accepted name from the entries in the file to match the entry in the database.

Select the Genus column for the first part of the accepted name (see below).

Click on the button to add another column and choose the Species column as shown below as source.

For both columns enter a space into the Postfix (see below).

Next we add the authors. For the basionym authors we need to add brackets if combining authors do exist. Select the Author column …  

… and add a filter transformation (see below). Here we choose Import fixed value and enter ( as a value. As condition we choose that the colum of the combining autors should not contain the string NULL. 

To complete this transformation click on the button and select the column containing the combining authors (see below).

To add the basionym authors themselves, click on the  button and choose the corresponding source as shown below.

Next we need the closing bracket for the basionym authors. As before we click on the button and for the new entered columns we add a filter transformation as shown below. Enter ) as fixed value and as before select that the source for the combining authors should be unequal to NULL.

Finally we get the values for the combining authors. Add another column and select the corresponding column in the source (see below).

To remove the NULL value, we add a  translation transformation. As only string that should be translated, we click on the  button and enter NULL (see below).

Now the translation should look like below.

As final action in the Synonym step we choose the column for the Acc.name as Decisive column (see below).

A final Testing will detect any missed settings.

After the final test is passed, we can Import the data as shown below. The schema will automatically be created and is available for subsequent imports.