1

Re: Additional fields in the Report Wizard and Import Wizard

Following on from the discussion on suggested enhancements to Recorder 6 (see http://forums.nbn.org.uk/viewtopic.php?id=476and http://forums.nbn.org.uk/viewtopic.php?id=420 for details) we would like to gather a list of additional fields that users would like to be made available in the report wizard and import wizard. For example;

Report Wizard

- Taxon Occurrence Keys
- Eastings, northings, northings centred, eastings centred

Import Wizard

- Determination Type
- Determiner Role

Please post your ideas here!

We plan to review the difficulty and cost of adding the fields suggested and hope to include some in the next version of Recorder 6 released.

Many thanks,

Sarah Shaw
Biodiversity Information Assistant
JNCC

2

Re: Additional fields in the Report Wizard and Import Wizard

Just off the top of my head, here are a few suggestions:

Report Wizard:
- 1km (I think the wizard already has this)
- 2km (tetrad)
- 5km
- 10km
- Plus easting/northings (centred) for each of the above.

Import Wizard
- Determination Date
- Determination Comment

I'll have a think and post some more tomorrow when I'm back in the office.

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

3

Re: Additional fields in the Report Wizard and Import Wizard

Associated species would be very useful for the Report Wizard

4

Re: Additional fields in the Report Wizard and Import Wizard

A few thoughts and suggestions:

Report Wizard:

Observation:
It would be good to have as part of the standard install Obs All Measurements (LC) as created by Mike Weidelli to have all obs in one column, as used to be R2K2.

Obs Confidential - this may be useful to report on as a separate report
Agree with David Related Occurrences / Associated Species

Sample:
Sample Type

Taxon: Statuses:
In a similar fashion to the Obs All Measurements (LC) it would be good to have these available in one column separated by a comma to save having to guess which designation is wanted to be reported on / which status a particular spp has.

Import Wizard:

I assume these are the most costly additional functions to add?

Event Weather
Distinctions between Event, Sample and Taxon Occurrence Comments
It would be great to be able to import into Taxon Occurrence Measurements based on the Measurement Type one has in their system, e.g. Abundance, Breeding Status, Behaviour, but not broken down to then its individual Qualifiers. When recording on a spreadsheet or database one does not tend to have a column (or at least should not in terms of good data management) for each qualifier of e.g. Male, Female, Juvenile, Exuvia, Individual, etc. These are recorded in one column and if there is one male and one female then that is two records. They can of course then go against the same species Taxon Occurrence but as two separate Measurements when importing.
But in the same fashion you may have a separate column that specifies that the species taxon occurrence record had a breeding status of confirmed, and had another column for behaviour of e.g. Bathing, Emerging, Singing/Calling, etc. Thus, it would be great to be able to import these in that way.

Location Name (when this is specifically different to Location)
Sample Start Time
Sample Duration
Sample Ref.
Sample Type
What is Record ID?
Is Sampling Method the same as Sample Type? If so it would be good to have it standardised.
What also is Site ID?

And I think all that would great please :)

Cheers

Brian

Brian Miller
(Conservation Officer (Buckinghamshire), BBOWT)

5

Re: Additional fields in the Report Wizard and Import Wizard

A few more to aid with verification:

- Determiner role
- Determination type
- Determination date
- Determination comments

How would people feel about only including the preferred version of each of these in report wizard reports? If all determinations are output, then there will be a repeat row in the report wizard output for each determination.

- All observation measurements concatenated into one field.
- A sum of all (compatible) measurements
- A concatenated list of [Measurement Type]: [Measurement Value] [Measurement Unit] [Measurement Qualifier]

So an example output of that last one might look like:

Abundance: 1 Count Singing Male
Abundance: 9 Count Feeding
Diameter: 50 cm Trunk
Height: 10 metre Tree

Multiple measurements in this style would be expressed as:

Abundance: 1 Count Male; Abundance: 1 Count Female; Abundance: 1 Count Juvenile

Regarding the import wizard, being able to import locations (along with much of the metadata that can go with them) in a batch would be very useful. As a baseline, the location name, file code, type, grid ref and description.

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

6

Re: Additional fields in the Report Wizard and Import Wizard

Unfortunately, I haven't had much time to search through the Recorder 6 Report wizard, so forgive me if this already exists.
We are looking to produce a summary list of the records for the study areas within consultant requests. We are hoping to produce a list of the taxanomic Order, number of records, first record, latest record. This will be of use for two reasons.
1) It will give a basic overview of the biodiversity of the area
2) It will highlight how recorded / under-recorded (more likely) an area is
We could generate statistics for the whole County to give a baseline upon which the consultant could base comparisons.
However, in order to achieve this, we would ideally need to pull out the taxonomic Order as part of a report. I know this would be completely unworkable within Recorder 2002, as not all dictionaries have levels of taxonomy lower than Order; in fact some do not have levels higher than species.
However, I do not know whether this is something that could use the Nameserver facility, or whether it would be possible at all.
Changing slightly, the ability to report the Taxon Occurrence Key could be useful when people want to check specific records (again, this might already exist, I haven't had a chance to check).
Thanks
Lee

7

Re: Additional fields in the Report Wizard and Import Wizard

Brian,

The work I did on improving the Help in Recorder 6 earlier this year included providing more information about the fields that can be imported via the Import Wizard, so Record ID and Site ID are described in that – see Help – Tasks on the Contents tab – Exchanging data – Import data – Import Wizard – Data format and scroll down to the table of supported columns.

Please note that if you have installed Recorder 6 using a v6.10.4 CD you will have the revised help but if you have upgraded from an earlier version you will not have it unless you have installed it as specified in Sarah’s post 12/10/07, http://forums.nbn.org.uk/viewtopic.php?pid=2060#p2060.

Sally Rankin, JNCC Recorder Approved Expert
E-mail: s.rankin@btinternet.com
Telephone: 01491 578633
Mobile: 07941 207687

8

Re: Additional fields in the Report Wizard and Import Wizard

Hi Sally,

Thanks for the info. The help was one of those things I had not got round to downloading and copying over, but now having done so, yes it does explain those two, as well as all the others... and much more, great job:)

Many thanks

Brian

Brian Miller
(Conservation Officer (Buckinghamshire), BBOWT)

9

Re: Additional fields in the Report Wizard and Import Wizard

For the Report Wizard, could I add the Taxon Occurrence Source to those fields already mentioned by others above, so that report authors, years and titles can be included in the output.

Alison Stewart
Environmental Database Manager
Dorset Environmental Records Centre

Alison Stewart
Dorset Environmental Records Centre

10

Re: Additional fields in the Report Wizard and Import Wizard

Just been trying to look at easier ways to enter some data and thought I could import it from Excel... but can not... Thus an additional thing is it would be great to be able to import Sample Measurements in similar ways to Taxon Measurements, with the combined method, and also in the individual method please?

Thanks

Brian

Brian Miller
(Conservation Officer (Buckinghamshire), BBOWT)

11

Re: Additional fields in the Report Wizard and Import Wizard

Here are my ideas for some fields to be added to the Import Wizard - some of them have already been mentioned above. I'm still using R2002 so please ignore any if they've already been incorporated into Recorder 6!

1. Option to add a comment against the survey event and sample as well as against individual observations.
2. Ability to define the Spatial Ref qualifier.
3. Determiner role/type/date/comments
4. Measurement unit.

Thanks,

Ian

12

Re: Additional fields in the Report Wizard and Import Wizard

just repost from: http://forums.nbn.org.uk/viewtopic.php?id=501

There are LRCs and county recorders start receiving recorder from their website, which including rECOrd. We have developed a rather complex Online Input System, which recorder can manage their records and recording files, integrated validation routine, gis raster map, etc. The system is using taxon dictionary, recorder name, etc extracted from Recorder, which including key that generated by recorder.

The current problem is when exporting data from our system then importing into recorder and there are recorders with same name. it's not possible to differentiate between persons with same name. These problem also rise when recorder inputting common name such as redshank, which could be bird or plant. We have got round this common name problem by using latin name. But there are other species that has the same latin name.

By allowing Recoder import wiz to import key (recorder key, taxon key, location key etc) should solve this problem??

Cheers

Luck

IT Officer
rECOrd (A Biodiversity Information System for Cheshire, Halton, Warrington and Wirral)
www.record-lrc.co.uk

13

Re: Additional fields in the Report Wizard and Import Wizard

There's a response to Brian's questions (28 Nov) about Record ID and Site ID in my recent thread at http://forums.nbn.org.uk/viewtopic.php?id=512
It turned out to be quite complex to explain how and why I use it so apologies for it being on a different thread.

14

Re: Additional fields in the Report Wizard and Import Wizard

Another few for the report wizard:

Location File Code
Type
Grid Ref
Description

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

15

Re: Additional fields in the Report Wizard and Import Wizard

Hi

Many many thanks for your suggestions. Just a few questions/thoughts re the above:

Brian - I think having an additional column for each measurement type that apply to taxon occurrences (e.g. a 'Behaviour' column where the user provides a concatenated list of behaviours such as bathing, singing etc.) is a good idea, but I think this is probably something we would need to get Dorset Software to look into in the future, as this does sound tricky (particularly picking up the measurement types that users have added) to implement.

Luck - interesting thoughts re importing keys such as Location_Key, Taxon_List_Item_Key, Individual.Key - I'll look into the feasibility of this. Would others find this useful? I'm thinking with large imports that being able import taxon_list_item_keys for example rather than matching species would potentially speed up the process?!

Charles - when you mention being able to import locations (and associated information) do you mean to be able import locations 'en-masse' without taxon/biotope occurrence records?

Lee - just for info - Taxon Sort Order and Recommended Taxon Sort Order columns are already available in Report Wizard.

Ian - could you please clarify what you mean by 'Measurement Unit'?

Best wishes,

Sarah Shaw
Biodiversity Information Assistant
JNCC

16

Re: Additional fields in the Report Wizard and Import Wizard

Sarah Shaw wrote:

Charles - when you mention being able to import locations (and associated information) do you mean to be able import locations 'en-masse' without taxon/biotope occurrence records?

Yes.

Charles Roper
Digital Development Manager | Field Studies Council
http://www.field-studies-council.org | https://twitter.com/charlesroper | https://twitter.com/fsc_digital

17

Re: Additional fields in the Report Wizard and Import Wizard

Hi,
Can the import wizard handle Sources ? Specifically at Taxon Occurrence level but other levels may be valuable too ?
Steve HBRC

Steve Roe
Wildfowl & Wetlands Trust

18

Re: Additional fields in the Report Wizard and Import Wizard

The Recorder 6 Import Wizard can import Publication Reference which goes onto the taxon ccurrence, and Determination Reference which goes in the Work field on the taxon determination. In both cases, if present, the wizard will ask you to match these to documents in the Document list. This option is not present in the Recorder 2002 Import Wizard. In Recorder 6 the Import Wizard allows users to import 29 different column types but in Recorder 2002 you can only import 17. More are planned for version 6.11. For the full list, see the help in version 6.10.4: Help – Contents tab – Tasks – Exchanging data – Import data – Import Wizard – Data Format.

Please note that if you have installed Recorder 6 using a v6.10.4 CD you will have the revised help but if you have upgraded from an earlier version you will not have it unless you have installed it as specified in Sarah’s post 12/10/07, http://forums.nbn.org.uk/viewtopic.php?pid=2060#p2060.

Sally Rankin, JNCC Recorder Approved Expert
E-mail: s.rankin@btinternet.com
Telephone: 01491 578633
Mobile: 07941 207687

19

Re: Additional fields in the Report Wizard and Import Wizard

Sarah Shaw wrote:

Ian - could you please clarify what you mean by 'Measurement Unit'?

I mean the Measurement Unit for taxon occurrences as displayed on the 'Measurements' Tab when viewing a taxon occurrence. You can specify the 'Qualifier' when you import an abundance figure but can't specify the 'Unit' or 'Accuracy'. (at least in the Recorder 2002 import anyway).

It had already been covered by one of Charles' requests where he stated that he wanted:

"A concatenated list of [Measurement Type]: [Measurement Value] [Measurement Unit] [Measurement Qualifier]"


Ian

20

Re: Additional fields in the Report Wizard and Import Wizard

Hi Sally,

It would be useful to include 'Publication Reference' as an exportable field in the Report Wizard (I had a look through the available fields and I can't seem to be able to see it currently there, though I may have missed it).

Many thanks,

Andy

Biodiversity Information Officer
EcoRecord

21 (edited by RobLarge 03-10-2013 12:01:31)

Re: Additional fields in the Report Wizard and Import Wizard

Was this not mentioned in the context of the latest upgrade, or maybe for 6.20? Think I read something similar recently. Or was that to do with the import wizard?

Rob Large
Wildlife Sites Officer
Wiltshire & Swindon Biological Records Centre

22

Re: Additional fields in the Report Wizard and Import Wizard

There is a report wizard attribute under Observation called obs source. This picks ups the Author, Date and publication details. have a look at this and if it isn't want you want I can look at adapting it for you.

Mike Weideli

23

Re: Additional fields in the Report Wizard and Import Wizard

Hi Mike,
Yes I noticed this today! 'Obs source' is exactly what I wanted!
Cheers.

Biodiversity Information Officer
EcoRecord