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What is it?. Software application that allow user to: Import Data into Biotics Export Data out of Biotics Developed internally by NatureServe staff 3 rd component of Biotics Trinity Mapper, Tracker, Exchanger Network rollout/installation in progress. How can I use it?.
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What is it? • Software application that allow user to: • Import Data into Biotics • Export Data out of Biotics • Developed internally by NatureServe staff • 3rd component of Biotics Trinity • Mapper, Tracker, Exchanger • Network rollout/installation in progress
How can I use it? • Annual Data Exchange with NatureServe • Code Requests from NatureServe • Data transfers between NHPs (Biotics format) • Future Uses – Generic Import/Export • Field Form Data in Access format, etc
Database Details… • File Transfer Format: XML • Functional transfers • Biotics-Biotics • BCD-Biotics • Prototype (not yet supported) transfers • Access-Biotics
Exporting Data • User can choose (using SQL or working lists): • Records to export • Fields to export • Export template: User can save common export tasks as a project for re-use • Exporting data to NatureServe for Data Exchange
Importing Data Steps Load Match Import Rules Commit
Loading Process • User loads incoming data into “holding area”: • Tables in Biotics 4 database • Exchanger compares records in holding area (incoming) against records in Biotics database (target) • Incoming Data Loaded as Project • Project properties • Purging Projects
Matching Process • Generic matching • Alternate Keys • Universal Keys • Specialized matching • Scientific Name matcher: Scientific Name + Author Name • Element Matcher: ELCODE + Scientific Name
Matching Statuses • Pending • Matched • New • NoMatch • Partial Match • Manually Matched • Reject • Fail
Applying Rules Process • Tool applies user-defined import rules: • Rules applied at record level or field level • Example 1: Accept all NEW records • Example 2: Reject all <null> GRANKs • Example 3: Accept all newer GRANKs • User can configure rules to be as simple or complex as needed
Apply Rules Process • Assigns Import Status: • Pending • Rules_Flag • CommitReady • Rules_Fail • Reject • Flags records for user review
Commit Process • Only step that actually changes records in target database • Records must have completed match and import rule status before commit • Commit is non-reversible
Example Process: NatureServe Annual Data Exchange • NatureServe Refreshes • Element Subnational Data: SNAME, SRANK • EO data • Natural Heritage Program Refreshes • Element Global Data: Taxonomy, GNAME, GRANK • Products • NatureServe Explorer Web-Site • Publications – Precious Heritage • MJD Products – DOD Species at Risk
Advanced functionality • Uploading Data from other formats (e.g. ACCESS) • Structure data in Biotics-like data model • Export to XML format • Load into holding area • Tranform data to conform to Biotics data model • NatureServe Examples • Central Ecology data conversion (ACCESS) • Non-Biotics Data Exchanges • Coming Soon (funding dependent): • documentation and support for NHP use • Tool usability improvements
Installation/Rollout Strategy • Self-install • software & directions on our FTP site • As-needed rollout • data exchanges • code requests/other data needs from NatureServe • Contact: Debbie Albert • deborah_albert@natureserve.org