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Merge pull request #595 from BioKIC/ljwalker-patch-3
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Added brief tip about data ingestion
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ljwalker authored Aug 30, 2024
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8 changes: 6 additions & 2 deletions content/coll_manager/upload/_index.en.md
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---
title: "Importing & Uploading Data"
date: 2021-10-07
lastmod: 2023-12-18
lastmod: 2024-08-29
authors: ["Ed Gilbert"]
editors: ["Katie Pearson"]
editors: ["Katie Pearson", "Lindsay Walker"]
weight: 150
keywords: ["data upload","data import","file upload","IPT"]
---
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A list of fields that can be imported into a Symbiota data portal can be [found here](https://biokic.github.io/symbiota-docs/coll_manager/upload/fields/).
{{</ notice >}}

{{< notice tip >}}
If you're new to using data ingestion tools in Symbiota portals, start by uploading a small number of records before ingesting larger datasets. You will be able to delete erroneous records [one-by-one](https://biokic.github.io/symbiota-docs/coll_manager/delete/), but not in batch.
{{</ notice >}}

* To take advantage of the [Tag Name + Identifier](https://biokic.github.io/symbiota-docs/editor/edit/fields/catno/) system (in which you can tag an identifier/other catalog number with a specific title), enter the tag name followed by a colon and then the identifier value, e.g., "Old Accession Number: 12345". For multiple identifiers, separate the tag name + identifiers by semicolons, e.g., "NP #: 4321; Accession #: 9876"
* If the scientific names in your CSV file include taxonomic authorship (e.g., *Acer circinatum* Pursh), map this field to the Target Field “scientificname.” If the scientific names included in your CSV file do NOT include taxonomic authorship (e.g., *Acer circinatum*), map this field to “sciname.”
* Collection dates mapped to eventDate will be evaluated and validated. Illegal dates will be placed in the verbatimEventDate field. The majority of the standard date formats are accepted, including Gregorian dates and Excel numeric date format (US only).
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