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Login to Bulk Uploader (https://data.pointblue.org/science/projectmanager/bulk_uploader) and select the project to which you wish to add the new protocol.
Populate a yaml file with any/all of the following fields. See below for yaml “tips and tricks”. If your protocol is similar to an existing one, you may download the yaml for that as a starting point from the Protocol Search page: https://data.pointblue.org/science/projectmanager/protocol_search
***TODO: Expand on yaml “rules” for protocols (e.g., required fields, etc)
Choose the yaml file to upload; after successfully selecting a file, the name of the file will appear on the screen.
Click the Process button. Errors, successes, and information about the batch run will be shown.*
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New extended fields cannot be created via yaml. You must submit a ZenDesk ticket requesting the new field be created before it can be referenced in the yaml.
New dictionary fields and code sets CAN be created by leaving the DictionaryID field blank ('') and populating the Dictionary section. (see example below)
To reuse an existing dictionary field and code set, populate the DictionaryID field. If you do not know this, you have two options:
Download the yaml for an existing protocol that uses the dictionary field you need; this will include the DictionaryID number.
Submit a ZenDesk ticket with the details so someone can look it up for you.
To create new CodeSets in Site Condition protocols, type in the groups and labels you want; the bulk uploader will determine if new sets need to be created.
If a description, text before or after label, dictionary value, etc has spaces or special values, enclose the string in quotes.
Example yaml subset showing a new dictionary code set for Sky:
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