How to Report Inhouse Determinations: Difference between revisions

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== <u>Categories of Specimens to Record Dets</u> ==
== Categories of Specimens to Record Dets ==


'''1. Type specimens.'''&nbsp;Give or leave for Amy in the sorting room (see [[Vascular Types|Vascular Types]] for details). Do not catalogue yourself.&nbsp;
'''1. Type specimens.'''&nbsp;Give or leave for Amy in the sorting room (see [[Vascular Types|Vascular Types]] for details). Do not catalogue yourself.&nbsp;
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== <u>Recording Dets for Above Specimens</u> ==
== Recording Dets for Above Specimens ==


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

Revision as of 21:20, 8 March 2016

Inhouse determinations come either from visitors & staff who are using the herbarium and identifiying mounted specimens or from duplicates (usually unmounted) given to visitors & staff for identification by curatorial assistants. In order to ensure determinations are reported, the following steps must be used to record these dets in the database.  


Inhouse Dets from duplicates

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)".

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. 

File:ClipCapIt-160308-160405.PNG


2. If you're the curatorial assistant in charge of a particular collection and you know where we owe determinations, you can save the Det Manager a step and also enter where the new determination is owed. Go to the Processing Tab, Report Dets to Institutions field and enter one or more herbaria acronyms. Each herbaria gets its own line.

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.  

File:ClipCapIt-160308-160801.PNG


3. We are only required to report the first determination to species of collections processed at NY to the host herbaria where duplicates were left. If the specimen in question has already been determined to species, do record the new identification in the Determination tab, but you do not have to add the Inhouse Lists project in the Collection tab. 


Inhouse Dets from the herbarium

The Collection Manager (Nicole), or others trained in this procedure, will review the specimens in the herbarium or visitor office and set aside any for which the det must be recorded in order to update records in EMu, to report dets owed to other herbaria, or to report dets to current curators. 

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.  Their names are designated with an asterisk in the list below.

 

Categories of Specimens to Record Dets

1. Type specimens. Give or leave for Amy in the sorting room (see Vascular Types for details). Do not catalogue yourself. 


2. Staff collections.

Record any specimen that has been identified to species for the first time and was collected by any of the people in the list below.

Record any specimen with an identification that has been changed AND that was collected by those in the list marked with an asterisk (*).          

Anderson, W. R.

Daly *

Dorr

Luteyn

Irwin

Maguire

Michelangeli *

Mickel

Moran

Mori *

Nee *

Pedraza *

Prance

Thomas, W.W. *

Any specimen with  Projeto Flora Amazonica on the label.


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.

 

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.

 

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

 

6. Unbarcoded specimens. If specimens are part of a NY digitization project, barcode the specimens. Projects marked † can be partial records and imaged. Projects marked ** should be complete records and not imaged. This includes any specimens from:

-Brazil †

-West Indies †

-Barneby Legumes **

-North American families included in Plants and Bugs †

-PBI Solanum **

-PBI Miconieae **

 

7. Chits. If a specimen has been determined to species and has a chit tucked under the packet, please do the following:

Specimen without barcode: Write the determination on the chit and file in the file cabinet adjacent to the copy machine near the herbarium office.

Specimen with barcode: Record the determination in the database as outlined below. Then, do the following extra step. Go to the Processing tab, Report Dets to Institutions field and enter the herbarium acronym as it appears on the chit. 

File:ClipCapIt-160308-155944.PNG


8. 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.

 

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

 

Recording Dets for Above Specimens

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 found as “Pending”, barcode the specimen and change record type to “Specimen”

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.

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

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. 

File:ClipCapIt-160308-160405.PNG