How to Report Inhouse Determinations - Revision history

Aweiss at 15:34, 31 August 2017

2017-08-31T15:34:39Z

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Aweiss at 15:34, 31 August 2017

2017-08-31T15:34:05Z

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	== Recording Dets for Above Specimens ==		== Recording Dets for Above Specimens (Categories 2-5) ==

	1. Find the EMu record for each specimen to be recorded.		1. Find the EMu record for each specimen to be recorded.
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Aweiss at 20:37, 6 January 2017

2017-01-06T20:37:19Z

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	~~= =~~

	= Inhouse Dets from the herbarium =		= Inhouse Dets from the herbarium =

Aweiss at 20:36, 6 January 2017

2017-01-06T20:36:44Z

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	'''Note:''' If you're not sure where dets are owed, skip this step. The Det Manager will complete this field when reviewing the inhouse dets.		'''Note:''' If you're not sure where dets are owed, skip this step. The Det Manager will complete this field when reviewing the inhouse dets.

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	= Inhouse Dets from the herbarium =		= Inhouse Dets from the herbarium =
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	'''Note:''' If trained to use the 'Replace' tool, this tool can add the Inhouse Lists project to multiple records.		'''Note:''' If trained to use the 'Replace' tool, this tool can add the Inhouse Lists project to multiple records.

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Aweiss at 20:28, 6 January 2017

2017-01-06T20:28:44Z

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	1. Find the EMu record for each specimen to be recorded.		1. Find the EMu record for each specimen to be recorded.

	- If record not there, create a new record, barcode and image the specimen. Please ensure you attach a collections event records that contains at least the collector's name and collection number.		- If record not there, create a new record, and barcode and image the specimen. Please ensure you attach a collections event records that contains at least the collector's name and collection number.

	- If record found as “Pending”, barcode the specimen and change record type to “Specimen”		- If record found as “Pending”, barcode the specimen and change record type to “Specimen”
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	'''Note:''' If trained to use the 'Replace' tool, this tool can add the Inhouse Lists project to multiple records.		'''Note:''' If trained to use the 'Replace' tool, this tool can add the Inhouse Lists project to multiple records.

	:[[File:ClipCapIt-160308-160405.PNG\|File:ClipCapIt-160308-160405.PNG]]		:[[File:ClipCapIt-160308-160405.PNG\|File:ClipCapIt-160308-160405.PNG]]<br/>

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Aweiss at 20:28, 6 January 2017

2017-01-06T20:28:23Z

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	1. Find the EMu record for each specimen to be recorded.		1. Find the EMu record for each specimen to be recorded.

	- If record not there, ~~give specimen to Nicole~~ create record, barcode and image the specimen.		- If record not there, create a new record, barcode and image the specimen. Please ensure you attach a collections event records that contains at least the collector's name and collection number.

	- If record found as “Pending”, barcode the specimen and change record type to “Specimen”		- If record found as “Pending”, barcode the specimen and change record type to “Specimen”
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Aweiss at 20:23, 6 January 2017

2017-01-06T20:23:32Z

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	~~For all the specimens that need their dets reported, update the records with the new determination~~. ~~Then go~~ to the ~~Collection tab, Project field~~ and ~~add~~ the ~~inhouse dets project for the current year: “Dets from Inhouse Lists (20XX)~~”.~~ ~~		'''Re-identifications to Family indet.''' These should be brought to the mounting room and placed in the first sorting cubby labeled “Family indet.” They will be routed to Jackie to be identified to family.

	''~~The current project is called "Project - Dets from Inhouse Lists (2017)"~~.''		'''Repairs. '''If you notice any specimens needing repairs, bring them to the mounting room to have the work done.

	~~'''Note:''' Typing "inhouse 2017" or "dets 2017" in the projects field will automatically enter the correct project once you hit enter or tab over to the next field. ~~

	~~'''Note:''' If you've been trained to use the 'Replace' tool, you can use that to add the Inhouse project to multiple records.~~


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	'''5. Barcoded specimens. '''Record new determinations on any specimen that is barcoded.		'''5. Barcoded specimens. '''Record new determinations on any specimen that is barcoded.

	Unless the sheet also falls into another category on this list, it does not need to be reported to others and so does not need to be included on the Inhouse Dets project.		Unless the sheet also falls into another category on this list, it does not need to be reported to others and so does not need to be included on the Inhouse Dets project.
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	== Recording Dets for Above Specimens ==		== Recording Dets for Above Specimens ==
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	2. Use Re-Identify Tool to update many records of one taxon at the same time. (Must be trained by Nicole to use this tool.)		2. Use Re-Identify Tool to update many records of one taxon at the same time. (Must be trained by Nicole to use this tool.)

	3. In Catalogue module, go to Collection tab, Project field. Add project for current year: “Dets from Inhouse Lists (20XX)”. Adding this project ensures the re-identifications will be added to the next Determination Report.		3. If the specimen is one that needs to be reported to others (staff, stamped record, etc.), in the Catalogue module, go to Collection tab, Project field. Add project for current year: “Dets from Inhouse Lists (20XX)”. Adding this project ensures the re-identifications will be added to the next Determination Report.

			''The current project is called "Project - Dets from Inhouse Lists (2017)".''

	''~~The current project is called~~ "~~Project - Dets from Inhouse Lists (2016)~~".''		'''Note:''' Typing "inhouse 2017" or "dets 2017" in the projects field will automatically enter the correct project once you hit enter or tab over to the next field.

	'''Note:''' ~~Typing "inhouse 2016" or "dets 2016" in~~ the ~~projects field will automatically enter~~ the ~~correct~~ project ~~once you hit enter or tab over~~ to ~~the next field~~.		'''Note:''' If trained to use the 'Replace' tool, this tool can add the Inhouse Lists project to multiple records.

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Aweiss at 20:16, 6 January 2017

2017-01-06T20:16:21Z

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	''If the staff specimen has no barcode'', do a quick search to see if there is a matching pending record and update this record with new determination and barcode. If no record exists, create a new record and barcode the specimen. For reporting purposes, please ensure you attach a collections event record that contains at least the collector's name and collection number.		''If the staff specimen has no barcode'', do a quick search to see if there is a matching pending record and update this record with new determination and barcode. If no record exists, create a new record and barcode the specimen. For reporting purposes, please ensure you attach a collections event record that contains at least the collector's name and collection number. Have the specimen imaged.

	<br/>'''3. Specimens stamped RECORD'''. Any specimen with this stamp and determined to species for the first time should be recorded. Cross out the stamp with pencil after recording. If stamp is already crossed out, do not record.		<br/>'''3. Specimens stamped RECORD'''. Any specimen with this stamp and determined to species for the first time should be recorded. Cross out the stamp with pencil after recording. If stamp is already crossed out, do not record.

	''If the specimen has no barcode'', do a quick search to see if there is a matching pending record and update this record with new determination and barcode. If no record exists, create a new record and barcode the specimen. For reporting purposes, please ensure you attach a collections event record that contains at least the collector's name and collection number.		''If the specimen has no barcode'', do a quick search to see if there is a matching pending record and update this record with new determination and barcode. If no record exists, create a new record and barcode the specimen. For reporting purposes, please ensure you attach a collections event record that contains at least the collector's name and collection number. Have the specimen imaged.


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	'''4. IEB specimens'''. Any specimens either stamped “Report identifications to the Institute for Economic Botany” or having “Institute for Economic Botany (IEB)” on the label header should be recorded.		'''4. IEB specimens'''. Any specimens either stamped “Report identifications to the Institute for Economic Botany” or having “Institute for Economic Botany (IEB)” on the label header should be recorded.

	''If the specimen has no barcode'', do a quick search to see if there is a matching pending record and update this record with new determination and barcode. If no record exists, create a new record and barcode the specimen. For reporting purposes, please ensure you attach a collections event record that contains at least the collector's name and collection number.		''If the specimen has no barcode'', do a quick search to see if there is a matching pending record and update this record with new determination and barcode. If no record exists, create a new record and barcode the specimen. For reporting purposes, please ensure you attach a collections event record that contains at least the collector's name and collection number. Have the specimen imaged.



	'''5. Barcoded specimens. '''Record new determinations on any specimen that is barcoded.		'''5. Barcoded specimens. '''Record new determinations on any specimen that is barcoded.

			Unless the sheet also falls into another category on this list, it does not need to be reported to others and so does not need to be included on the Inhouse Dets project.


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	<br/>'''7. Re-identifications to Family indet.''' These should be brought to the mounting room and placed in the first sorting cubby labeled “Family indet.” They will be routed to Jackie to be identified to family.

	~~ ~~

	~~'''8. Repairs. '''If you notice any specimens needing repairs, bring them to the mounting room to have the work done.~~

Aweiss at 20:10, 6 January 2017

2017-01-06T20:10:04Z

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 We are required to report only the first dets of collections processed at NY to the host herbaria where duplicates were left. Re-identification of existing dets are recorded for all specimens with records in EMu and for all specimens collected by current NY curators.&nbsp; Their names are designated with an asterisk in the list below.
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Aweiss at 20:06, 6 January 2017

2017-01-06T20:06:03Z

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	1. In the Catalogue modue, enter the new determination in the Determination tab, then go to the Collection tab, Project field. Add the project for the current year: “Dets from Inhouse Lists (20XX)”.		1. In the Catalogue modue, enter the new determination in the Determination tab, then go to the Collection tab, Project field. Add the project for the current year: “Dets from Inhouse Lists (20XX)”.

	''The current project is called "Project - Dets from Inhouse Lists (~~2016~~)".''		''The current project is called "Project - Dets from Inhouse Lists (2017)".''

	'''Note:''' Typing "inhouse ~~2016~~" or "dets ~~2016~~" in the projects field will automatically enter the correct project once you hit enter or tab over to the next field.		'''Note:''' Typing "inhouse 2017" or "dets 2017" in the projects field will automatically enter the correct project once you hit enter or tab over to the next field.

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	= Inhouse Dets from the herbarium =		= Inhouse Dets from the herbarium =