Tue, 09/01/2009 - 10:44 — Anonymous

How to import classifications into your LifeDesk

We highly recommended that you create an alternate classification for your import(s). This will prevent possible damages and inconsistencies with your primary classification, which is an essential part of LifeDesk and therefore should be treated with care.

When you create an alternate classification, you will see a drop-down menu on the import page. Please make sure that the name of the intended destination is selected during import procedures.

General Instructions

  • Do not shortcut species names (e.g. A. beus). Instead, use the full name and include authorship when known and desired (e.g. Aus beus Smith, 1900)

How to import

You first need to decide what will be the source of your names and classifications. LifeDesk lets you import classifications from your own source files or from an EOL web service. EOL hosts multiple classifications made available for import into LifeDesks and is striving to host more of these.

IMPORT OPTION 1: Import a file

Full hierarchy is a preferred format for the import. Whereas the parent-child format frequently arises from automated systems (such as databases outputs), the Full Hierarchy is much more human-friendly.

Parent-Child format

Download an example in Excel that contains helpful comments: parentchild.xls

Full hierarchy format

Two formats are accepted for a full hierarchy import:

Download an example in Excel that contains helpful comments: fullhierarchy.xls

Download an alternate example in Excel that contains helpful comments: fullhierarchy-alt.xls

To import classification from file:

  • Select "Import a file"
  • Two sections should appear: Step 1 Check your file and Step 2 Import your file
  • We recommend that you first check your file for correct format using Step 1. Upon upload, you will be presented with a summary at the top of the page that will show the number of columns and rows in your file as well as the header row and the first 5 rows
  • If your file is successfully recognized, proceed to Step 2 Import your file

IMPORT OPTION 2: Import from EOL

  • Select "Import from EOL"
  • A text box should appear "Search for highest taxonomic name of relevance:"
  • Enter the name you would like to import from EOL. Common or vernacular names are not currently recognized as searched names so please enter a scientific Latin name.
  • Select "Search"
  • If the name you entered was not found you will receive an error message stating "Sorry, there was no search result. Please try again.". Check the spelling of your scientific name.
  • If the name you entered is found a list of sources will appear with radio (option) buttons for selection.
  • Select your preferred classification as the source of names.
  • Select "Import names"
  • A progress message will appear that shows the names being imported.
  • When name import is nearly finished a second message appears "Import completed (or is almost done). View and Edit your classification."
  • Select the link "View and Edit your classification" from the confirmation message, or select "Edit" tab on the main Classification page, to view and edit your classification.