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Re: Updating species names for existing records

Hi

I am very grateful to Sarah Shaw, Steve Wilkinson and possibly others for sorting out problems with my database and getting me past the point of having an incomplete dictionary update. I am very pleased to have what seems like a fully functioning R6 with the BOU 2006 checklist working for all new imports.

This is very good, but raises another relatively minor issue, but one that I would prefer to overcome, if possible. When I am reporting, I see that all the 'old' records (ie pre-R6) have the 'old' species names. Hence, in reports the same species may be reported in two different sections - if sorted alphabetically by common name. I have too many 'old' records to update the species name in each record manually. Does anyone know of a method of updating old common names with the new ones? In theory, it needs a macro to check the common species name in each record, compare that with a look-up table of species with changed names, and change the name if a new one is listed and go through all the records. That sentence was fairly easy to say, but is there a macro available to do the job? I'm not sure that my programming skills are up to implementing what I need.

Any ideas? Thanks in anticipation of a response!

Cheers, Ian

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Re: Updating species names for existing records

In the report wizard, there should be a "recommended taxon name" attribute. Select that and you should get the most up-to-date name.

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

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Re: Updating species names for existing records

Hi Charles

The 'Recommended taxon name' is the scientific name - what a shame there is not a 'Recommended taxon common name' that uses the latest checklist!

Is there a way of changing the names in each record to bring them up to date?

All the best, Ian

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Re: Updating species names for existing records

If you want to change the name in  each record, then the way to do it would be through the determinations tab. You could either edit the name that's already there or add a new determination. Either way, make sure you select the taxon from the checklist the name you want appears on.

Charles

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

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Re: Updating species names for existing records

If you want to use common names other than the system supplied ones in Recorder you can add them to your system using Dictionaries – Edit Taxon Details. This opens up a different view of the dictionary to which you can add a variety of information, including your preferred common names for any species in the dictionary – see the context sensitive help (F1) for more information. A user in Wales had common names in their Recorder 3 system that were the Welsh common name and the English common name combined, e.g. ‘Blodyn y Gog / Lady's Smock’. When they transferred their data a few years ago, i.e. before Recorder 6, these did not transfer correctly so they got me to correct their Recorder 2002 database so that these common names were available to them in Recorder 2002.

To do something like this in Recorder 6:

Use Dictionaries – Edit Taxon Details from the main menu
Select the require dictionary list and the required species from within it using ‘Find a taxon’ (binoculars)
Click [Edit] and select the Taxon Names tab
Enter the required Taxon Name and Language, and tick the box to the left of the Taxon Name – this will untick the ‘Use standard common name’ above and says you want the name you entered used instead of the system supplied common name.

Now, if you go to an observation for this species in the observation hierarchy you will see the common name you have entered instead of the system supplied one, provided ‘Use Common Names’ is ticked on the General tab in Tools – Options, and provided you have added your common name to all the lists in the taxon dictionary you have used to enter data for the species concerned. The common name you have added will also be the one that is used in reports.

This works because you are not changing system supplied data, you are adding a new entry to the Taxon_user_name table for the species concerned and simply using that instead of the system supplied common name. I believe this is specific to your copy of Recorder, i.e. that the names you add will not be exported, hence someone importing your data will need to add these names to their copy of Recorder if they want to use them. To be sure of this, I would need to test it again in Recorder 6.

If you add the common names you want to use to each dictionary list you have used for data entry then sort on common name I think you will get results you want in reports.

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

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Re: Updating species names for existing records

Hi Charles and Sally

Charles, I had a look at your suggestion and from what I can see, it would need every separate record to have he multi-stage process done for each one. This is not feasible with the growing number of records I have (though the numbers are small compared with your own database!). I would like a macro to do this for every record where the taxon name needs to be changed, eg

from Lapwing  (R2002 RSPB checklist)
to Northern Lapwing (R6 BOU 2006 checklist).

Sally, Many thanks for your suggestion, but I found that it didn't have the effect that I wanted. I now wish the names in reports to appear as the common taxon names now in the BOU checklist in R6 (apart for White/Pied Wagtails - see other posting elsewhere) but for the common taxon names that I chose in R2002 to be changed to these new names.

I followed your instructions "To do something like this in Recorder 6"

What I did differently was to Edit the taxon record and add the old name (eg Lapwing) to the Taxon Name tab, but leave 'Northern Lapwing' ticked as the preferred name. I had hoped that this would lead to occurrences of 'Lapwing' to be shown as 'Northern Lapwing'. [Just thought - maybe I should shut R6 down, reopen it and try again - no, that made no difference].

So, I am still stuck. If I had the time and the will, I could alter each record as Charles has suggested, but I would prefer a macro to do the job for me. I find it difficult to believe that this is an issue that only affects birds - taxonomy, hence names, change in other taxa too. Would a general macro with which there is a choice of 'original checklist' and ' new checklist' then some options, including updating any common taxon names be helpful for other recorders?

Any other ideas?

Cheers, Ian