Managing tags for Protocols

This page is about the tags that you can apply to Survey protocols.

You can manage them by logging as admin and go to /admin/structure/taxonomy

You will see this page:

Sites: is the list of nature reserves (or other sites) that survey protocols can be tagged with

Survey types: is general tags for the survey, eg. grid-based, transect

Taxon groups: taxonomic groups eg. birds

Any user can add ones to these lists by adding new values when they create a protocol. But sometimes it useful to manage this list, or add new ones in bulk (eg. setting up the sites for a new NC site).

Managing tags

Let's take a look at sites as an example.

Bulk upload sites

Bulk upload of terms uses this module: https://www.drupal.org/project/feeds

Existing NC sites will already have the 'feed' set up for uploading sites. If the feed is set up then go to /feed/add/wt_site to upload sites:

Click 'save and import' to import the sites.

Go to ../admin/structure/taxonomy/manage/sites/overview to make sure all the sites have imported as expected.

Setting up a feed

Step already done for NC sites but the process is documented here for information.

Set up the mappings by going to Mapping:

Then select new CSV source as the source

Then click save.