From 07de64fe16905cebb0ea9a4de539156f8100007c Mon Sep 17 00:00:00 2001 From: Katie Pearson Date: Mon, 18 Dec 2023 06:34:22 -0800 Subject: [PATCH] Clarify upload types --- content/coll_manager/upload/_index.en.md | 17 ++++++++++------- 1 file changed, 10 insertions(+), 7 deletions(-) diff --git a/content/coll_manager/upload/_index.en.md b/content/coll_manager/upload/_index.en.md index ac5aefc1..8c5147b7 100644 --- a/content/coll_manager/upload/_index.en.md +++ b/content/coll_manager/upload/_index.en.md @@ -11,21 +11,24 @@ keywords: ["data upload","data import","file upload","IPT"] This page provides instructions for uploading data into an existing collection in a Symbiota portal. Contact your portal manager if you do not already have a collection in your desired Symbiota portal. {{}} -## Initiating the Upload +## Upload Types -1. Navigate to your Administration Control Panel (My Profile > Occurrence Management > name of your collection). -2. Click Import/Update Specimen Records, then select "Create a new Import Profile". -3. Create a title for your upload in the Title field. -4. Select the desired Upload Type from the dropdown menu. +There are several options for uploading data into a Symbiota portal: + * **Full Text File Upload:** Use this upload type if you will provide a comma-separated value (CSV) or tab-separated value (TSV) file containing ALL fields of your occurrence data. You can convert an Excel document into a CSV file by clicking Save As, then selecting comma-delimited (CSV) from the file types. **Note that, if data exists in the portal for any of the occurrences you are uploading, those data will be overwritten by the incoming data.** To upload partial records, use a Skeletal File Upload. + * **Skeletal File Upload:** Use this upload type if you will provide a CSV or TSV file containing data from only a few fields (e.g., georeferences or other ancillary data). **Note that this upload type can only fill in fields that are currently _empty_ in the portal.** The data provided in a skeletal file upload will NOT overwrite existing data in the database, so any pre-existing data in the desired fields must be deleted if you wish to replace it with the data from the skeletal file. * **Darwin Core Archive Manual Upload:** Use this upload type if the data you wish to upload is in the format of a [Darwin Core Archive](http://en.wikipedia.org/wiki/Darwin_Core_Archive). A Darwin Core Archive (DwC-A) is a data standard that is commonly used to package species occurrence data into a single, self-contained dataset. A DwC-A includes metadata, a file of occurrence data, and, often, files for determinations (identifications) and images. * **IPT Resource / Darwin Core Archive Provider:** Use this upload type if you will provide a URL to an existing Darwin Core Archive published on the web, such as one provided through an IPT. - * **File Upload:** Use this upload type if you will provide a comma-separated value (CSV) or tab-separated value (TSV) file containing ALL fields of your occurrence data. You can convert an Excel document into a CSV file by clicking Save As, then selecting comma-delimited (CSV) from the file types. Note that, if data exists in the portal for any of the occurrences you are uploading, those data will be overwritten by the incoming data. To upload partial records, use a Skeletal File Upload. - * **Skeletal File Upload:** Use this upload type if you will provide a CSV or TSV file containing data from only a few fields (e.g., georeferences or other ancillary data). Note that any data provided in a skeletal file upload will NOT overwrite existing data in the database, so any pre-existing data in the desired fields must be deleted if you wish to replace it with the data from the skeletal file. * **NfN File Upload:** Use this upload type if you will provide a CSV file produced from Notes from Nature. * **Direct Database Mapping:** * **Stored Procedure:** Use this option if you are transferring from a source schema to a Symbiota database located on the same MySQL database server. * **Script Upload:** Use this option if you are transferring from a MySQL source to Symbiota database that is located on a different server. +## Initiating the Upload + +1. Navigate to your Administration Control Panel (My Profile > Occurrence Management > name of your collection). +2. Click Import/Update Specimen Records, then select "Create a new Import Profile". +3. Create a title for your upload in the Title field. +4. Select the desired Upload Type from the dropdown menu (see **Upload Types** section above). 5. Follow the directions below according to the Upload Type you have selected. ### Darwin Core Archive Manual Upload