Occurrence fields conversion procedures - Anthropology

At the time of the data import, the Anthropology Department’s data was being managed in a customised FileMaker Pro database. A full export was performed by curator Liz Leith, and the preliminary table specimens.xlsx was then cleaned and mapped by me, with some data being converted when necessary. Cleaning and conversion were mostly carried out using OpenRefine software.

Liz Leith has figured out different export layouts in File Maker Pro, to correctly output necessary fields from each of the Anthropology’s subcollections to a .csv or .xls file. That file, then, is going to be the primary source of occurrences imports in Symbiota. Dr. Leith and her students will perform further data cleaning, rearranging and adaptation in the FileMaker Pro database, so the directives described here are on a working state.

The DWC field basisOfRecord has to be added to the converted table, to improve data standards, according to each record type:

Record Type Value of basisOfRecord
biological PreservedSpecimen
object MaterialSample
photography or documents HumanObservation

The following table describes the field equivalencies for each major “subcollection”, with performed adaptations:

Original Symbiota Procedure
Collection - use to divide records into subcollections
Specimen Number dbpk (or catalogNumber) none, data is already up to standard
UWDC Number otherCatalogNumbers none, data is already up to standard
Specimen Description (verbatim) occurrenceRemarks concatenate with other remarks into a single column
Materials Specimen (verbatim) occurrenceRemarks concatenate with other remarks into a single column
Specimen Total Number Present individualCount none, data is already up to standard
Record Created By recordEnteredBy none, data is already up to standard
Inventoried By prepBy none, data is already up to standard
Inventory Date eventDate convert to YYYY-MM-DD
Continent continent none, data is already up to standard
Country country none, data is already up to standard
State stateProvince none, data is already up to standard
County county none, data is already up to standard

These additional fields should be added to complete the data:

Original Symbiota Explanation  
Collector recordedBy add full names of collectors, separated by a pipe when multiple (example: José E. Crespo OR Oliver P. Pearson Anita K. Pearson)
Type Name sciname scientific name without autors (example: Musca domestica OR the least inclusive taxonomic name available, for instance Insecta).  
- associatedMedia add server url with full path to image file  
- localitySecurity 0=don’t hide locality details from general public, 1=hide locality, 2=hide full record  
- localitySecurityReason if you’d like to add a justification for locality being hidden  
- scientificName full scientific name, with or without autors (example: Musca domestica OR Musca domestica Linnaeus OR the least inclusive taxonomic name available, for instance Insecta).  
- family optional, biological familial name  
- kingdom optional, biological kingdom name  

All other fields in the original database were ignored.

For a full list of available fields in Symbiota/DWC standards, please refer to: https://arbolitoloco.github.io/uw2020/docs/occurrence-import/.