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data-title="Contents" data-levels="2"> <div class="toc-menu"></div> </aside> <article class="doc"> <h1 class="page">Checklist Data</h1> <div id="preamble"> <div class="sectionbody"> <div class="paragraph"> <p>Resources comprising a list of species belonging to some category (e.g. taxonomic, geographic, trait-based, red list, crop wild relative) and optionally with higher classification and/or additional traits associated with each species. Examples of such datasets include global or regional taxonomic checklists, global or national red lists, catalogues of species included in undigitized collections, park checklists, etc. If sufficient information exists in the source dataset (or applies consistently to all species in the checklist), it is recommended that these datasets are presented as <a href="occurrence-data" class="xref page">Occurrence Data</a>. These datasets include the same basic descriptive information included under <a href="resource-metadata" class="xref page">Resource metadata</a>.</p> </div> </div> </div> <div class="sect1"> <h2 id="how-to-transform-your-data-into-checklist-data"><a class="anchor" href="#how-to-transform-your-data-into-checklist-data"></a>How to transform your data into checklist data</h2> <div class="sectionbody"> <div class="imageblock"> <div class="content"> <img src="_images/ipt2/flow-cd.png" alt="flow cd"> </div> </div> <div class="paragraph"> <p>Ultimately your data needs to be transformed into a table structure using Darwin Core (DwC) term names as column names.</p> </div> <div class="paragraph"> <p>Try putting your data into the <a href="#templates">Excel template</a>, which includes all <a href="#Required DwC Fields">required DwC fields</a> and <a href="#Recommended DwC Fields">recommended DwC fields</a>.</p> </div> <div class="paragraph"> <p>Alternatively if your data is stored in a <a href="database-connection" class="xref page">supported database</a>, you can write an SQL table (view) using DwC column names. Be careful to include all <a href="#Required DwC Fields">required DwC fields</a> and add as many <a href="#Recommended DwC Fields">recommended DwC fields</a> as possible.</p> </div> <div class="paragraph"> <p>For extra guidance, you can refer to the guide <a href="best-practices-checklists" class="xref page">Best Practices in Publishing Species Checklists</a> and look at the <a href="#Exemplar Datasets">exemplar datasets</a>.</p> </div> <div class="sect2"> <h3 id="templates"><a class="anchor" href="#templates"></a>Templates</h3> <div class="paragraph"> <p><a href="_attachments/downloads/checklist_ipt_template_v1.xlsx"><span class="image"><img src="_images/ipt2/excel-template2.png" alt="Excel Template"></span></a> <a href="_attachments/downloads/checklist_ipt_template_v1_example_data.xlsx"><span class="image"><img src="_images/ipt2/excel-template-data2.png" alt="Excel Template (with example data)"></span></a></p> </div> <div class="paragraph"> <p>Populate it and upload it to the IPT. Try to augment it with as many <a href="http://rs.tdwg.org/dwc/terms/">DwC terms</a> as you can. You can augment your core table with extra DwC columns, but only DwC terms from this <a href="https://rs.gbif.org/core/dwc_taxon_2024-02-19.xml">list</a>.</p> </div> </div> <div class="sect2"> <h3 id="required-dwc-fields"><a class="anchor" href="#required-dwc-fields"></a>Required DwC fields</h3> <div class="ulist"> <ul> <li> <p><a href="https://dwc.tdwg.org/terms/#dwc:taxonID">taxonID</a></p> </li> <li> <p><a href="https://dwc.tdwg.org/terms/#dwc:scientificName">scientificName</a></p> </li> <li> <p><a href="https://dwc.tdwg.org/terms/#dwc:taxonRank">taxonRank</a></p> </li> </ul> </div> </div> <div class="sect2"> <h3 id="recommended-dwc-fields"><a class="anchor" href="#recommended-dwc-fields"></a>Recommended DwC fields</h3> <div class="ulist"> <ul> <li> <p><a href="https://dwc.tdwg.org/terms/#dwc:kingdom">kingdom</a> - and other higher taxonomy if possible</p> </li> <li> <p><a href="https://dwc.tdwg.org/terms/#dwc:parentNameUsageID">parentNameUsageID</a> - in situations where a taxonomy is meant to be published</p> </li> <li> <p><a href="https://dwc.tdwg.org/terms/#dwc:acceptedNameUsageID">acceptedNameUsageID</a> - in situations where a taxonomy is meant to be published</p> </li> </ul> </div> </div> <div class="sect2"> <h3 id="exemplar-datasets"><a class="anchor" href="#exemplar-datasets"></a>Exemplar datasets</h3> <div class="ulist"> <ul> <li> <p><a href="https://doi.org/10.5886/zw3aqw">Database of Vascular Plants of Canada (VASCAN)</a></p> </li> </ul> </div> </div> <div class="sect2"> <h3 id="faq"><a class="anchor" href="#faq"></a>FAQ</h3> <div class="sect3"> <h4 id="q-how-do-i-add-common-names-to-a-taxon-record"><a class="anchor" href="#q-how-do-i-add-common-names-to-a-taxon-record"></a>Q. <strong>How do I add common names to a taxon record?</strong></h4> <div class="paragraph"> <p><strong>A.</strong> Make a table of common names. The table must include a taxonID column. That way, each row can link to the (core) taxon record. You can augment your common names table with extra columns, but only using term names from this <a href="https://rs.gbif.org/terms/1.0/VernacularName">list</a>. You can upload this table to the IPT, and map it to the <a href="https://rs.gbif.org/terms/1.0/VernacularName">Vernacular Name extension</a>.</p> </div> </div> <div class="sect3"> <h4 id="q-how-do-i-add-the-threat-status-of-a-species-as-defined-by-iucn"><a class="anchor" href="#q-how-do-i-add-the-threat-status-of-a-species-as-defined-by-iucn"></a>Q. <strong>How do I add the threat status of a species as defined by IUCN?</strong></h4> <div class="paragraph"> <p><strong>A.</strong> Make a table of geographic distributions of a taxon. The table must include a taxonID column. That way, each row can link to the (core) taxon record. You can augment your geographic distributions table with extra columns such as the threat status, but only using term names from this <a href="https://rs.gbif.org/terms/1.0/Distribution">list</a>. You can upload this table to the IPT, and map it to the <a href="https://rs.gbif.org/terms/1.0/Distribution">Species Distribution extension</a>.</p> </div> </div> <div class="sect3"> <h4 id="q-can-i-update-the-gbif-backbone-taxonomy-with-names-from-my-checklist"><a class="anchor" href="#q-can-i-update-the-gbif-backbone-taxonomy-with-names-from-my-checklist"></a>Q. <strong>Can I update the <a href="https://doi.org/10.15468/39omei">GBIF Backbone Taxonomy</a> with names from my checklist?</strong></h4> <div class="paragraph"> <p><strong>A.</strong> Yes. To do so, you must publish your checklist, make it publicly available online under a GBIF-supported license (CC0, CC-BY, CC-BY-NC) and register it with GBIF. GBIF can then manually review it to determine if it is a suitable backbone source, e.g. by looking at how its names overlap with the backbone. Ideally the checklist will provide at least a minimal classification like a <a href="https://dwc.tdwg.org/terms/#dwc:kingdom">kingdom</a> and <a href="https://dwc.tdwg.org/terms/#dwc:family">family</a>, be of high data quality meaning it has few name usage issues, include <a href="https://dwc.tdwg.org/terms/#dwc:scientificNameAuthorship">scientificNameAuthorship</a> of names, supplying the <a href="https://dwc.tdwg.org/terms/#dwc:namePublishedIn">namePublishedIn</a> reference, etc.</p> </div> </div> </div> </div> </div> <nav class="pagination"> <span class="prev"><a href="resource-metadata">Resource Metadata</a></span> <span class="next"><a href="occurrence-data">Occurrence Data</a></span> </nav> </article> </div> </main> </div> <footer class="footer"> <div class="horizontal-stripe light-background"> <div class="footer-container"> <nav class="site-footer__menu"> <div> <a href="https://www.gbif.org/">GBIF.org</a> <a href="https://www.gbif.org/terms">Terms and agreements</a> <a href="https://www.gbif.org/contact-us">Contact</a> </div> <div> <strong>GBIF Secretariat</strong> • Universitetsparken 15 • DK-2100 Copenhagen Ø • Denmark </div> </nav> </div> </div> <div class="horizontal-stripe"> <div class="footer-container"> <a href="https://www.gbif.org/"><img src="https://www.gbif.org/img/full_logo_white.svg" alt="GBIF"></a> </div> </div> </footer> <script id="site-script" src="../../_/js/site.js" data-ui-root-path="../../_"></script> <script async src="../../_/js/vendor/highlight.js"></script> <script src="../../_/js/vendor/lunr.js"></script> <script src="../../_/js/search-ui.js" id="search-ui-script" data-site-root-path="../.." data-snippet-length="100" data-stylesheet="../../_/css/search.css"></script> <script async src="../../search-index.js"></script> <script defer data-domain="ipt.gbif.org" src="https://plausible.io/js/script.file-downloads.js"></script> </body> </html>