1

Re: Determination defaults

Is there a way to change the default for DETERMINATION_TYPE on taxon records?

All my records get tagged as 'unconfirmed', but I'm having problems with enquirers not seeing the subtle distinction between 'unconfirmed' and 'requires confirmation', the former being thought correct but not checked and the latter being needs looking at before being accepted.

I'd prefer all the taxon determinations to be tagged 'original' which is correct and less confusing, but cannot see anywhere to set this. I'm currently using an update query in NBNData, which isn't ideal

Craig

Craig Slawson
Staffordshire Ecological Record

2

Re: Determination defaults

If you open the Determination Type term list using Tools – Term Lists and select ‘Original’ you can take the tick off ‘Hide’ if you edit it. You will then be able to edit individual observations and set the determination type to ‘Original’. ‘Original’ was one of the pre v6.13 values which was hidden in v6.13 so that it was no longer an option when editing observations.

If you have a lot to change you could do it using batch updates as suggested in http://forums.nbn.org.uk/viewtopic.php?pid=4035#p4035 . These are the only options until the determination type becomes a column you can import via the wizard and until it is added to the standard data entry windows.

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

3

Re: Determination defaults

Hi Sally,

I think you missed what I meant - 'Original' is visible and I can change the Determination Type of existing records to 'original' without any problem, however, when I enter records ,either through the single entry or record cards, the Determination Type always defaults to 'Unconfirmed' and I then have to retrospectively change it to 'original', I want to change this defaulting to 'unconfirmed'

Craig

Craig Slawson
Staffordshire Ecological Record

4

Re: Determination defaults

Has any development been made on this?

I am aware that the import wizard allows you to add the determination type which is really useful, however as Craig pointed out when records are entered manually in Recorder they are automatically set as "Unconfirmed".

We are in the process of setting the County's bird group up with their own copy of Recorder6 and as it will be the County Recorder actually entering the records they will have been verified prior to being entered and to then go back through them changing the determination type will be extremely time consuming and frustrating!

I have investigated the LCValidation Xml reports and batch update and whilst these solve the problem of changing determination types when an expert has looked at the records held by the BRC and could also solve the above problem it seems a very convoluted way of doing it

Thanks
Rachel

5 (edited by MikeWeideli 06-01-2011 12:49:20)

Re: Determination defaults

This requirement is on the list, but not as a priority , so it is unlikley to be in the next two releases of Recorder. The best way of dealing with this in the interim will be a batch update, run after a batch of records has been input, to change the determination type based on selected criteria, which identifies the records. If the county recorder is entering already verified records then they could be given a batch update to run which changes the determination type  where they are the determiner.  This would also need to change the verified indicator on taxon occurrence.  It could simply be hard coded for an individual recorder so would be just a few lines of sql, within the batch update.  The following is an example of the SQL which would do something on these lines, if put into a batch update. They keys would need changing to meet your  specific requirements,

Update Taxon_Determination set Determination_type_Key = 'NBNSYS0000000007'
FROM Taxon_Determination where Determiner = 'LC00000100000001'


Update Taxon_Occurrence set verified = 2
FROm Taxon_Occurrence TOCC INNER JOIN
Taxon_Determination TDET ON TDET.Taxon_Occurrence_Key = TOCC.Taxon_Occurrence_Key AND TDET.preferred = 1
WHERE TDET.Determination_Type_Key  = 'NBNSYS0000000007'

Mike Weideli

6

Re: Determination defaults

Thanks Mike, this sounds like it could work. We may comission you to write a batch update once we have the county recorder up and running

Rachel