End-user workflows for name matching

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The details of workflows that end-users follow very strongly depends on the individual use case, which may range from checking a single name to uploading a regional or monographic checklist with thousands of names. In principal, we can distinguish 4 phases:

  • Preparing the data
  • Submitting the data
  • Getting and interpreting the results
  • Incorporating the results locally

The checking process itself can be effected by

  • Directly using the name matching mechanisms the aggregator provides
  • Using a tool that accesses the aggregator's name matching services (such as [OpenRefine])
  • Using local tools (following a download of the aggregator's data)