Tax List Instructions

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Instructions for Purchasing, Downloading, Installing and Activating a New Taxonomic List

  • Download Taxonomic List and associated Checklist (if one exists)

    • Go to download page
    • Right-click on any taxonomic list presented for download
    • Choose "Save As..." and save the file to a known location, the download will start and run to completion
    • Follow the same procedure for any associated Checklist
  • Import Taxonomic List into Birder's Diary
    • Start Birder's Diary and select "File | Import/Export..."
    • Select the "Taxonomy" tab
    • Select "CSV" format
    • Click the "Import" button
    • Browse to and select the taxonomy import file you downloaded in the first step above
    • Click the "Open" button
    • The import process will start
    • If you are presented with the Match Thing on Import window, press the "Novice Mode" button at the bottom left and the import will continue to completion.
    • You will receive a message box when the import completes
  • Import Associated Checklist, if one exists
    • Select "File | Import/Export..."
    • Select the "Checklist" tab
    • Select "CSV" format
    • Click the "Import" button
    • Browse to and select the checklist import file you downloaded above
    • Click the "Open" button
    • The import process will run to completion
    • You will receive a message box when the import completes
  • Purchase License for Taxonomic List
    • Select "Help | Purchase Lists and Upgrades Online"
    • Your browser will open to the Online Store and show you all the options that you may purchase
    • Right now, you can only select one option at a time and go through the checkout process
    • Be sure to enter the Priority Code (if you have one) during checkout in order to receive your discount. You must enter the code and click the "Apply" button.
    • You will receive a License ID for your purchase
  • Unlock the Taxonomic List in Birder's Diary
    • Select "Help | License Information"
    • Click the "Unlock Now" button
    • Enter your License ID and Password
    • Click the "OK" button

Errors Unlocking Taxonomic List

When attempting to Unlock your tax list using the “Unlock Now” button, Birder’s Diary must communicate with the License server over the internet to validate your license information. Therefore, you must be connected to the internet for this to work. In addition, various firewall/virus software can and does prevent this internet communication from happening. Generally you will get a message from your firewall/virus software asking you whether you want to allow this to happen. You should respond and allow this to happen. Alternately, depending on the configuration of your firewall/virus software, you may not get a notification and the attempt to license your tax list will fail. In this case, temporarily disable all firewall/virus software just long enough for the license validation to occur.

Updated: 09/01/2005