Importing - From Text/CSV Files

PedPal supports import from text/CSV files. This lets you load data created by other applications and spreadsheets.

Choose File|Import Text/CSV Data, then select your import file. The file needs to be a text/CSV file - the kind of file that you might export from a spreadsheet - but which can also be produced by many database and pedigree programs. You are then taken through a series of windows that let you set options to control the way PedPal processes the import file. Note that in many cases there will be few if any of these settings that you need to change, because PedPal inspects the data file and chooses sensible defaults for the file format and its contents.

Character Encoding

The Character Encoding window selects the character set encoding and line ending format. If the options presented here don't mean anything to you, don't worry because in practice you are very unlikely to need to change these settings. If in doubt simply click Next (Mac: use Continue) to proceed.

The character set defines how the bytes in the file are encoded, such as UTF or ISO-8859-1. The line ending format says whether input lines are terminated by carriage return, line feed, or both.

Column Formatting

The Column Formatting window controls the way that the columns are formatted in the file. This is where you choose whether the file is comma or TAB separated, whether there is a header line, and whether column values are quoted. Again, it is unlikely you will need to change anything here. Typically you just need to click Next (Mac: use Continue) to proceed.

Column Data

The Column Data window is where you define the meaning of each import column - i.e. where the name, sex, sire etc. are to be found in the input data. It is likelier that you will need to alter the settings here than in the previous windows.

However, in many cases again PedPal is still able to deduce the correct meaning of columns in your data file. Before it displays the Column Data window, PedPal inspects the first few lines of the input file and makes a reasonable 'guess' as to which columns contain the main pedigree data - name/id, sire, dam, sex and date of birth.

To make changes, click the Customize checkbox. It can help at this stage to make the window wider and deeper.

For each input column, the rows shown are as follows:

Row Meaning
Field The meaning of the data in this column.
Type The type of the data, such as Text, Integer, Date, etc. For some fields, e.g. date of birth, the type is implicit and you cannot change it.
Label The label that is to be used for the field once the data has been imported into PedPal. This is only meaningful for fields that will become user defined fields in your data file. For columns that map to inbuilt fields (like, sex or name), the label is not set here but can be set separately. For further information see Customization.
Input Header This will be shown in blue and shows the text from any header line that was found in the input data file. This is displayed purely for your convenience when checking that the Field and Type have been set correctly.
Input Data Up to 4 lines of data, again shown in blue, taken from the input data file, for reference.

You should review the Field, Type and Label settings for each input column to be sure they are correct for the particular input data. Ensure that the date format and male/female sex values are consistent for the input data file, then click Finish (Mac: use Done) to proceed with the import.

Import Fields

The full list of fields is given below.

NOTE: Several of these fields are related to each other and need to be consistent within the input file in order to successfully import data. These are the Name and ID fields.

Each input record (i.e., each animal) must have an ID field, a Sire ID field and a Dam ID field. These are used by PedPal to construct the ancestral linkages - i.e. they are how it works out which parents any given animal is descended from. The ID fields can be numeric or text. Numeric IDs are generally record numbers/keys as generated by whatever software created the import file.

Optionally, the import data may also contain a Name field. If present, this is used for each animal's name. If not present, the name is set to the ID.

If you are importing data that contains just the name of each animal, its sire and dam, without any kind of record number/key, you should import these columns as the Animal ID, Sire ID and Dam ID (and not as 'Name' fields). The names will be then set automatically from the ID's.

Obviously the Sire/Dam ID/Name fields need to contain consistent data so that PedPal can work out the ancestral links correctly. In particular, if you don't have a separate Name field (i.e. the ID's serve as the names), then make sure that titles are presented consistently. I.e. if your data has animal titles embedded within the names in the ID column then they must also appear in the Sire ID/Dam ID columns. E.g. if your data contains an animal with 'Ch. Fred' in the ID column, then for another animal's record to reference it as its sire, its sire ID column must be given as 'Ch. Fred' and not 'Fred'. In general it is always better to have titles stored in a separate Title column where possible. This also has the benefit that PedPal will automatically highlight titled animals in the pedigree, typically in red.

Meaning Notes
Animal ID A unique number or key for this animal. Mandatory if the Name is not given, otherwise optional.
Sire ID Sire key/number. If present, the Animal ID field must also be included.
Dam ID Dam key/number. If present, the Animal ID field must also be included.
Name Animal name.
Sex Gender. The allowed values for male/female are given in boxes beneath the import definition table.
Date of Birth The date format is set using a dropdown menu beneath the import definition table.
Date of Death Using same date format as for date of birth.
Sire Name Name of the sire. If present, the Animal Name field must also be included.
Dam Name Name of the dam. If present, the Animal Name field must also be included.
User Field A user defined column. These are for any other columns present in your data file for which PedPal does not have an inbuilt field. PedPal has a limit of 100 user definable fields in a data file.
Title The animal's title. If you have control over the creation of the import data file it is much better to have the title given in a separate column to the name. This allows it to be transferred to the dedicated title field, which in turn allows for titled animals to be automatically highlighted in pedigrees (usually, in red).
Suffix Suffix that is appended to the animal name when displayed in pedigrees.
Ignore A column to be completely ignored in the input file.

Data Types

The full list of data types is as follows:

Type Description
Text Simple text column.
Date Date value.
Integer An integer value (i.e. no decimal point).
Number A number that may include a decimal point.

Example Input Data Files

Here are some examples of different data formats, all of which are acceptable. For ease of display the examples shown here use comma separated text (CSV) but you could just as easily use TAB separated or any other separator character.

Example: Very simple structure with a column for the gender and columns for the name, sire name and dam name.

M,Comet,Favorite,Young Phoenix
M,Bolingbroke,Foljambe,Young Strawberry
M,Foljambe,R. Barkers Bull,Haughton
F,Young Strawberry,Dalton Duke,Favorite cow
F,Phoenix,Foljambe,Favorite cow
F,Favorite cow,Alcocks Bull,
F,Young Phoenix,Favorite,Phoenix

Example 2: In this case the animal is given by both a name and an id number, and the sire/dam linkage is through the id number.

Arripay Blue Surprise,2,29,1,
Arripay Breaks Everything,26,22,2,
Arripay Brown Beauty,19,5,3,
Arripay Brown Boy,,,4,
Arripay Candy Girl,,,5,
Arripay Champagne Charlie,16,22,6,
Arripay Chocaholic,6,29,7,
Arripay Choccy Chips,,,8,
Arripay Dark Crystal,12,17,9,
Arripay Dark Magician,4,25,10,

Example 3: Similar to the above but this time with a column for date of birth.

Abbots Wisdom,M,30/03/1930,Diver Of Woolley,Sewardstone Tess
Abbotsford Rosa of Tasvane,F,30/04/1986,Tasvane Taraius,Rachenco Sunshine
Alexander of Elsiville,M,15/05/1944,Torrdale Tinker,Zena Of Elsiville
Alexia of Tillwood Rachenco,F,30/04/1973,Spartan of Rachenco,Wayfarer of Tillwood
Alresford Advertiser,M,15/04/1951,Alexander of Elsiville,Alresford Mall

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