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Re: Import Wizard - Name Conventions?

I'm interested to find that on importing people into R6 that; "the wizard has been programmed to treat 'Jones, A., Smith, J.' as 2 observers not 4!".

This is good but if I have good information such as. Maxwell, Mrs D. and Maxwell, Mr D. it does not accept it. This is how information was stored and accepted in R3 and then exported for use elsewhere.

This gets converted to Maxwell and Mrs D. and Mr D. So here I have two individuals that I would have to recode as Maxwell, D or D. Maxwell for it to be accepted by the import wizard! In which case two people become one and therefore I might as well just have one person and one organisation and assign all data to them.

Strangely some entries such as Surname, Mr A. or Surname, Mr A.B. do not get split and others such as Maxwell, Mrs D. do. With that inconsistency I can't make any logical decisions, in fact I can't import data!

So should the inference be that this should be entered as 'Who Cares'? I'm certainly confused as to why gender or individuality are not accepted.

Please tell me I'm wrong, please tell me that the help file is incorrect, please tell me that the person who actually recorded a species occurrence is important cause I can't see how it can be done with this system based on the information provided in the help.

Data Manger
Somerset Environmental Records Centre

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Re: Import Wizard - Name Conventions?

I wonder if it's incorrectly splitting the names if it encounters Mrs rather than Mr after the comma? Have you tried changing to "Maxwell, Mr D. and Maxwell, Mrs D." to see if that works?

This is probably a bug that nobody has spotted before. Certainly doesn't sound like expected behaviour.

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: Import Wizard - Name Conventions?

Thanks Charles I will try that. I have already replaced all the names with a generic one for now as I need to get on.

Data Manger
Somerset Environmental Records Centre

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Re: Import Wizard - Name Conventions?

I'm guessing nothings changed here and I will not be able import peoples names into R6.

The problem still exists;

Surname, Mrs becomes
  Surname
  Surname, Mrs

Surname, Dr A becomes
  Surname
  Surname, Dr A

So everyone will now be called Fred Smith since recorder can't seem to cope with standard naming conventions if you only have one name but if you have two it's perfectly acceptable according to the HELP!

What a *****************

Data Manger
Somerset Environmental Records Centre

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Re: Import Wizard - Name Conventions?

I'm thinking it's time to go back to R3. It does do what it says on the tin! I may not be able to import or export but then it never claimed it could.

I'm sure someone will suggest I go back and change the format of the names but as that would mean doing it every time I import data I just as well never import data as it kinda defeats the objective. Oh and the data is too large for Excel so I'd have to import to access so I'd be better of creating an access database to store records in. Hmmm why don't I just use MapMate that would at least allow me to have all my data in one place as Recorder just won't allow it to happen.

I've invested months of my time only to find a comma is too much for recorder to cope with. For the sake of a comma the data was lost!

Data Manger
Somerset Environmental Records Centre

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Re: Import Wizard - Name Conventions?

Well it goes on;

The help file says that valid name separators are , ; / \ ' and ' & or +, although the wizard has been programmed to treat 'Jones, A., Smith, J.' as 2 observers not 4!

This is what I find happening;

SurnameA, Forname Init. & SurnameB, Forename
Treated as one name.

Inits, Inits, Inits, Inits
Treated as one name.

Inits, Inits
Treated as one name.

Surname, Inits
Treated as two names separated on the comma and not separated.

Surname, Title Inits  Or Surname, Title Forname
Both treated as two names separated on the comma and not separated.

My problem is what is the actual valid name separator that the import wizard actually uses and in what circumstances does it actually use these separators.

I've tried using comma and ampersand and neither work as described. Should I try the others or will they be confused? I have nearly a million records to import and it would be nice to do it in my lifetime!

Data Manger
Somerset Environmental Records Centre

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Re: Import Wizard - Name Conventions?

I think you will find that multiple names not being split into single names for matching in the import wizard are coming from the determiner column – see http://forums.nbn.org.uk/viewtopic.php?pid=4848#p4848. Version 6.15 contains some enhancements in this area.

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

8 (edited by TonyP 09-07-2010 09:03:49)

Re: Import Wizard - Name Conventions?

Thanks Sally. The process for matching data does not identify the data source.

I see the logic of the single determiner but in this case this is how data comes from MapMate and since most data now comes from MapMate.....

I now have to change or eliminate all determiners from the import.

Thanks again Sally you have once a again shone the light in to dark corners.


I now have the problem that it makes a determiner mandatory. If I choose 'use this person' I will be altering/lying. If I choose use the first name I get errors that I didn't have before. Now it query's....

Miss A.
Mrs A.

etc as it now seems to have split surnames from titles and when it does match a surname of say Smith to F.Smith I don't know if it is correct as the rest of the information is somewhere on another row. So I'm back to the fact that what is likely to be happening is that Observer names are being correctly interpreted but it does not use the same rules when using the first name from the observers list.

Of course I can't be sure as it does not tell me what the data being matched looks like originally.

They don't make it easy! I can see someone called unknown determiner being very popular.

It's an odd situation that determiner is mandatory but given the fact that no one person is specified as the determiner out of several observers i.e. multiple determiners, that a determiner has to be chosen. So that 8 year old child that happens to be on the list of observers for that daisy could now be the official determiner or perhaps the invert specialist who was in the group becomes the determiner for all the plants and fungi. It's an interesting concept.

Will 6.15 make a difference if all the decisions have been made an the procedure written up. Most of our data will have been imported under the rules I have to follow now.

Data Manger
Somerset Environmental Records Centre

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Re: Import Wizard - Name Conventions?

Well having written routines to alter peoples names so Recorder actually treats them as an individual I find it failing to match simple names;

Dr M. Anderson is not matched to Dr (Mark) M. Anderson - the Mark being listed in Recorder as the forename.

I have dozens like this where there is no difference to that in recorder to the name I'm being presented with, some with forenames and others without. So what is it trying to match?

One other problem is on a previous attempt to import data I selected an incorrect name or I made a spelling mistake when entering a new name and have since corrected it. Whatever I do to change it to the correct name the matching tool changes it back to the name previously used as soon as the focus moves from that cell!

Data Manger
Somerset Environmental Records Centre