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  1. You select images of birds and reptiles from Wikipedia to use as input for this project. You paste their URLs into a Microsoft Excel (Excel) sheet under a column labeled ImageURL. The column names must be the same as configured in the project Input Field. The steps for configuration are provided later in the process. You save the Excel sheet as Taxonomy_Input.xlsx on your hard drive.

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  2. You create a classification-scheme spreadsheet to represent the contents of the branch below, sourced from the Tree of Life website. To know more about taxonomy files in Taskmonk, see Understanding Taxonomy Files. You save the Excel sheet as Taxonomy_Birds_Reptiles.xlsx on your hard drive.

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  1. To create the project, click the Create Project floating button on the left side of the Projects page.

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    The Project Metadata tab associated with your new project appears.

  2. Enter Phylogenetic Classification as the Project Name and Taxonomy as the Process.

  3. Click Project Type > Text-Based.

  4. Select Lookup > Taxonomy.

  5. Enable Project Pipeline is False by default, do not change this for the current project.

  6. Click Next.
    The Documents sub-tab appears.

  7. You can upload documents associated with the project if required. This is an optional step, and you can skip it for now.
    Click Next. The Project Lookup Files sub-tab appears.

  8. Click Choose File, navigate to and select the sample taxonomy file.

  9. Click Submit to upload the file into the system.

  10. Click Next.

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  1. Click Browse Input File, navigate to the sample input file and upload it into the system. The following input fields get added:

    • Field Name: InputURLImageURL. Field Type: Text

  2. Change the Field Type to Image.
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Creating Output Field Details

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  1. Click the Users tab just above the Quality Workflow tab.
    The Users > Manage Users tab appears.

  2. Click the Add button in the top-right section of the tab.
    The Select Users tab appears.

  3. You must first select an analyst user. To do soCorresponding to each execution level, click the Select Users field and select the user whom you want to select as an Analyst desired user from the drop-down list that appears.

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  4. Click Next and select the QA user as in the step above.

  5. Repeat till users for all execution levels are selected.

  6. Click Submit.
    Add to add the selected users to the project.

  7. Close the modal.
    The Manage Users tab reloads to display the updated user details.

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Managing Project Datasets

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  1. Click the Datasets tab. The Datasets page appears. Use this page to manage datasets for your project.

  2. Taskmonk organizes datasets into batches to simplify management and tracking. To add a new dataset, click Add Batch on the right side of the page. The Add Batch modal appears.

  3. Enter Batch 1 as the name for the batch that you want to import in the Add New Batch field. You can ignore the other fields.

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  4. Click Submit. This creates a new batch of data for your project and adds it to the Pending tab of the Datasets page. You can now upload datasets into the batch, as required.

  5. To add a dataset to the batch, click the Import button under the Tasks(Import/Export) column. The Import Task modal appears.

  6. Click Choose Files, select the sample input file from your computer and click Import.

  7. Once the dataset is imported, click Close to exit the modal.

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