How to Retrieve New Determinations: Difference between revisions
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There's a new way to search for new determinations for our collections that come from gift for dets (GFD), inhouse lists, or return loans. <span style="line-height: 20.8px;">You'll search for all new determinations, regardless of source, at the same time. </span> | There's a new way to search for new determinations for our collections that come from gift for dets (GFD), loan for dets (LFD), inhouse lists, or return loans. <span style="line-height: 20.8px;">You'll search for all new determinations, regardless of source, at the same time. </span> | ||
Revision as of 17:26, 2 March 2016
There's a new way to search for new determinations for our collections that come from gift for dets (GFD), loan for dets (LFD), inhouse lists, or return loans. You'll search for all new determinations, regardless of source, at the same time.
Step One:
Open the catalogue module and go to the "processing" tab. For transaction type, enter "det reported", and for the processing date follow my instructions in the email sent to you for the range of dates to search. In the picture below we are searching for dets reported to us for dates after October 2015.
NOTE: You must use a number for the month
Step Two:
Before you search, you'll want to narrow the results to just the collectors you're responsible for. Go to the "Coll. Events" tab in the catalogue module.
If you have just a few collectors, just type their names into the "Participants" field (each collector gets their own line).
If you have many collectors, use a saved group you created in the parties module.
- To make a new group of collectors, follow this tutorial about How to
- To use an existing group, retrieve the group in the parties module (Tools>Group>Retrieve Group). Highlight all the members (Shift+F8) and drag them over to the participants field in the catalogue module.
The Results:
Now you you can search.
You'll notice that the processing tab tells you where the determination is from (herbarium, specialist) and the notes field will tell you whether is was from a GFD (gift for det), Inhouse (inhouse determination from visitor or NY curator), or Return Loan.
In the example below, you'll see this new determination came from the specialist L. Landrum at ASU, and it was a gift for determination.
Following Up:
If the new determination came from an inhouse list or return loan, the NY sheet is already mounted. There are probably no duplicates in the cold room, unless you see a note telling you so in the processing tab or the name notes field in the determination tab. All that is required is that you update the field notebook.
If the new determination came from a GFD or LFD,