Parties Module: Difference between revisions
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= Overview = | |||
The Parties module stores information about people and organizations. This module stores all information about specimen collectors, determiners and authors of plant, algal and fungal names. The module stores any biographic information known about a person, including birth and death dates, collecting locations, institutional affiliations, alternate name spellings, etc. | |||
== Index Herbariorum == | |||
The Parties module also stores all data for Index Herbariorum, but only the Editor of Index Herbariorum has permission to edit those records. These records appear grayed out but can be used as attachments to other modules. | |||
= Quick Guide to entering a new Parties Record = | = Quick Guide to entering a new Parties Record = | ||
Most users will be entering a new Author, Collector and/or Determiner record for specimen data entry. | Most users will be entering a new Author, Collector and/or Determiner record for specimen data entry. | ||
'''Open the Parties module''' | '''Open the Parties module''' | ||
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== Person Tab == | == Person Tab == | ||
Start by entering as much complete information you have in the First, Middle and Last name fields. | Start by entering as much complete information you have in the First, Middle and Last name fields. Please include any [[Entering_Symbols_and_Diacritics|diacritical marks]]. A Person record can be used to record information for one person only, not collaborations or teams. | ||
:[[File:ClipCapIt-160315-095928.PNG|File:ClipCapIt-160315-095928.PNG]] | :[[File:ClipCapIt-160315-095928.PNG|File:ClipCapIt-160315-095928.PNG]] | ||
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Derived names are automatically entered when the record is saved. If the automatically formatting is incorrect, change Automatic to NO. | Derived names are automatically entered when the record is saved. If the automatically formatting is incorrect, change Automatic to NO. | ||
If you are adding the author of a plant/algal/fungal name, please enter the person's official author abbreviation from the Authors of Plant Names ([http://ipni.org/ipni/authorsearchpage.do http://ipni.org/ipni/authorsearchpage.do]) in the '''Taxonomic '''field. '''Plesase use the exact formatting as IPNI uses.''' | If you are adding the author of a plant/algal/fungal name, please enter the person's official author abbreviation from the Authors of Plant Names ([http://ipni.org/ipni/authorsearchpage.do http://ipni.org/ipni/authorsearchpage.do]) in the '''Taxonomic '''field. '''Plesase use the exact formatting as IPNI uses.''' '''''Source of Information''''' | ||
'''''Source of Information''''' | |||
Source of data for the authority file. This field captures information about where the name of the person comes from, e.g. Index Herbariorum - Collectors A-D, or NYBG specimen label or Authors of Fungal Names, etc. | Source of data for the authority file. This field captures information about where the name of the person comes from, e.g. Index Herbariorum - Collectors A-D, or NYBG specimen label or Authors of Fungal Names, etc. | ||
== Roles Tab == | == Roles Tab == | ||
Revision as of 17:50, 22 March 2016
Overview
The Parties module stores information about people and organizations. This module stores all information about specimen collectors, determiners and authors of plant, algal and fungal names. The module stores any biographic information known about a person, including birth and death dates, collecting locations, institutional affiliations, alternate name spellings, etc.
Index Herbariorum
The Parties module also stores all data for Index Herbariorum, but only the Editor of Index Herbariorum has permission to edit those records. These records appear grayed out but can be used as attachments to other modules.
Quick Guide to entering a new Parties Record
Most users will be entering a new Author, Collector and/or Determiner record for specimen data entry.
Open the Parties module
The Parties module opens in Query Mode. You can either search for an existing person or create a new record.
To begin entering a new record, click New (Ctrl + N).
Person Tab
Start by entering as much complete information you have in the First, Middle and Last name fields. Please include any diacritical marks. A Person record can be used to record information for one person only, not collaborations or teams.
Derived Names
Derived names are automatically entered when the record is saved. If the automatically formatting is incorrect, change Automatic to NO.
If you are adding the author of a plant/algal/fungal name, please enter the person's official author abbreviation from the Authors of Plant Names (http://ipni.org/ipni/authorsearchpage.do) in the Taxonomic field. Plesase use the exact formatting as IPNI uses. Source of Information
Source of data for the authority file. This field captures information about where the name of the person comes from, e.g. Index Herbariorum - Collectors A-D, or NYBG specimen label or Authors of Fungal Names, etc.
Roles Tab
Roles
The person’s role as collector, determiner and/or author. Enter each role on a separate line.
Specialties
The group of organisms in which the person specializes.
Biography Tab
Enter Date of Birth and Date of Death if known.
If exact dates are not know, enter any date range known under Period of Activity Notes.
For places the person has worked or collected, enter complete country names on separate lines under Movement Details.
