How To Bulkload Identifiers and Relationships

Use this tool to bulkload other identifiers with or without relationships to existing catalog records. For example, GenBank records to a catalog record or parasite and/or host relationship. Read How To Choose the Proper Identifier Type if you are unsure of the Identifier type when preparing a file for upload to this tool. Note: This tool does NOT add missing Issued By to existing Identifiers, go here for the Identifier IssuedBy Bulkloader.

  1. Log into Arctos. You will need to have data_entry permission to load and manage_records permission to update to the database. Go to the Tools Directory -> Records tile -> Identifier: Bulkload.

Click on Load CSV to get started.

  1. This will open a new panel. These steps below will assume you need to prepare a file first. The table at the bottom of the page details the fields needed in the CSV for this tool. You can either click on the link to Get a template for a prepared CSV with the fields in the table or simple create your own in a spreadsheet program.

  2. Understanding the fields:

Your CSV file is Ready!

  1. Once you have your file prepared then upload by clicking the Browse button. This will open a Finder or Explorer window; find and select your file, then click Upload this file button.

  2. For managers: Once uploaded, click on ‘Review and Load’

  1. If everything looks correct, click the ‘Check All and Change Status to autoload’ button:
    If errors are present, you have options:
    • Click the ‘Return to Review and Load’ link, click ‘Delete’ to remove everything you just loaded, fix your .csv and reload.

    • Check individual rows and change their status to ‘delete’.

      This will separate them from the rest of the entries and they can then be downloaded or deleted on the ‘Review and Load’ page.
  2. Once you have set the status to autoload, just wait for the bulkloader to process the records.
          TIP If you return to the ‘Review and Load’ page and refresh it periodically, you should see the Count number decrease (it can be slow, maybe 10 entries/minute)

  3. When everything is loaded, the table on the ‘Review and Load’ page will be empty:

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