Adding New Information
There are several different ways you can add data to a census! For ease of use and as an example, we'll focus on the Stem Codes page's data view.
Interacting with the Data View
The data view visible on the page mirrors how it is structured across all the other views in the application. Each view shows a paginated (divided into pages) view of the data in the view's respective table. There are several different ways you can interact with the view:
Using the Toolbar
At the top of each data view, you should see a toolbar with a variety of options:
Filters
Allows you to filter the view by placing constraints on the columns in the view.
These filters will ONLY apply to the page you're currently viewing!
Density
Allows you to change the height of the headers
Export
Allows you to export the current page you're viewing
Add Row
Allows you to add new rows. Please see below for more guidance on how exactly that works!
Refresh
Reloads data from the table.
Export Full Data
Exports all data in the table to JSON
Adding New Rows
As mentioned earlier, there is a button in the toolbar called Add New Row. This will add in a new row and automatically move you to the last page, creating another one if needed.
After the new row is added, the row will automatically change to Edit mode. You will then be able to add your data — in this case, you'll be able to add a new Code, Description, and then select a status.
Saving your Changes
After you're done adding (or editing) your row, make sure you click on the Save button to trigger the save process. This consists of two primary steps:
Re-Enter your Data
As part of the data submission process, you must re-enter the changes you were trying to make. If you made changes to the Status (for this example) or a column consisting of a dropdown, you must ensure you select the same change that you did at first.
Select your Change
After re-entering your data, you will be directed to a customized data view showing you:
The original row (no changes)
The first modification (the changes you made to the row before clicking on the Save button)
The second modification (the changes you submitted during data re-entry)
You must choose one of the three to save your changes. It's important that you check your work and make sure you have the right information and are choosing the right option. Make sure that you choose to either cancel or select the original row if both of your changes are incorrect.
Uploading New Data
In addition to allowing direct interaction with the data view, you can also choose to upload data en masse by directly uploading a file (or form) of data.
Accepted Form Types and Headers
There are five types of forms currently accepted, along with the headers that they accept:
Form | Headers |
|---|---|
| code, description, status |
| firstname, lastname, role |
| spcode, family, genus, species, subspecies, idlevel, authority, subspeciesauthority |
| quadrat, startx, starty, coordinateunit, dimx, dimy, dimensionunit, area, areaunit, quadratshape |
| tag, stemtag, spcode, quadrat, lx, ly, coordinateunit, dbh, dbhunit, hom, homunit, date, codes |
The Upload process consists of a several different stages:
Add Your File
The first stage is a two-parter: the first half of the screen (left side) is a large rectangular box where you can drag and drop your file in or click to select a file. On the right side, you'll see:
A description of what you're trying to upload, and a list of headers the file should have to be fully, properly uploaded.
A description of your file, including its name and size.
A Delete Selected File button to remove the file being described
A Review Files button—to proceed to the next stage of the upload process
Review Your File
Once you move to the next stage, the file will be processed into a set of rows. The Review process includes an option to remove the file being viewed, a description of the file, and a view of the data in the file.
Once you're satisfied with your changes, click on the Confirm Changes button continue to the next stage.
Upload the File to the Server
The system will automatically attempt to upload your data to SQL. Once finished, a 5-second countdown will trigger and automatically move you to the next stage, which will vary depending on the type of file you're uploading.
(Measurements ONLY) Validate Data
If you are uploading a measurements file, the system will redirect you to a validation page, where a series of checks will be performed. Measurements that fail the checks will be highlighted in the data view after the upload process is complete, and measurements that pass will be denoted by a green checkmark. The system will again trigger a 5-second countdown to automatically progress to the next stage once all validations have run.
Upload the File to Azure Storage
The file will next be uploaded to Azure Storage, where it will be saved to a dedicated container for the site/plot/census combination selected in the sidebar. After this is done, the system will move you to the next and last stage.
If you're not uploading a measurements file, the system will automatically move you here.
Upload Completion
The final stage will trigger a series of server-side reloads on data views that will be affected by the new data you've just uploaded. This will ensure that all data views are up-to-date.