This is version 0.0.1. All changes beyond grammar will result in an increment. Higher level increments reflect larger changes that may reflect new ways of doing things, or differences in user interfaces, etc.
You can ask for help and clarification live in person on Gitter!
Overview
This manual overviews the ways that data can be batch/bulk/en-masse imported into TaxonWorks.
Exercise target audience
Curators adding significant quantities of data. For "scientific" purposes "significant" means, more or less, "it would take a trained user more than 4 hours to do this piecemeal", or I have > 500 records.
Exercise goals
The goals are to describe:
The three major approaches to adding blocks of new data to TaxonWorks.
Pointing to specific batch-loading details.
At the end of the exercise you should:
Understand what is happening when you transform your data into TaxonWorks semantics.
Identify the major routes to batch-importing data.
Know where to suggest a new importer, or ask for help on a current one.
Know where to look next if you seek to build code your own Task to do a one off import.
Understand that all imports have benefits, and most have limitations.
Assumptions
We assume you have the following cards on your hub Favorites tab:
Tasks
Card 1
Data
Card 1
Card 2
Gotchas
TaxonWorks is only officially supported on Firefox and Chrome.
One import route (coding your own Rake tasks) requires the help of sys-admin for the instance of TaxonWorks being served.
Tips
Tip 1
Tip 2
Tip 3
Related exercises
Related exercise 1 (link to other manual)
Exercise
Syntax
In the exercise bulleted points are actions you should take, non-bulleted tasks are comments or guiding questions.
Highlighted words refer to text or elements in the application, for example button or field names.
"Quoted words" are literal values to be input or noticed
Import types
Model based "Batch load" options
Major format batch loaders
DwC-Archive
BibTeX
Coding your own batch-loader
Rake tasks
Ruby's "make" language is called Rake that creates "tasks' (not to be confused with TaxonWorks' "Task" interfaces cards).. Using Rake you have full access to the full TaxonWorks environment. You can setup your own repository, point to the TaxonWorks Rails environment, and code away. While we are moving these tasks out of the core code base, you can see some of them here.
A New Task
Technically you can contribute a whole new interface and underlying model for importing your data, this can be as customized as you wish if you have the chops!
in progress
Importing to TaxonWorks
This is version 0.0.1. All changes beyond grammar will result in an increment. Higher level increments reflect larger changes that may reflect new ways of doing things, or differences in user interfaces, etc.
You can ask for help and clarification live in person on Gitter!
Overview
This manual overviews the ways that data can be batch/bulk/en-masse imported into TaxonWorks.
Exercise target audience
Curators adding significant quantities of data. For "scientific" purposes "significant" means, more or less, "it would take a trained user more than 4 hours to do this piecemeal", or I have > 500 records.
Exercise goals
The goals are to describe:
At the end of the exercise you should:
Assumptions
Gotchas
Tips
Related exercises
Exercise
Syntax
Highlighted wordsrefer to text or elements in the application, for example button or field names.Import types
Model based "Batch load" options
Major format batch loaders
DwC-Archive
BibTeX
Coding your own batch-loader
Rake tasks
Ruby's "make" language is called Rake that creates "tasks' (not to be confused with TaxonWorks' "Task" interfaces cards).. Using Rake you have full access to the full TaxonWorks environment. You can setup your own repository, point to the TaxonWorks Rails environment, and code away. While we are moving these tasks out of the core code base, you can see some of them here.
A New Task
Technically you can contribute a whole new interface and underlying model for importing your data, this can be as customized as you wish if you have the chops!
Section title 2
...
Section title 3
...
Wrapping up
Reminder of what was taught/learned.
Addendum
Addendum topic 1