documentation:workflow
Differences
This shows you the differences between two versions of the page.
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documentation:workflow [2013/07/24 09:19] kmartinez_nhm [Preparing the search] |
documentation:workflow [2014/01/09 13:55] (current) rstoiber_nhm [Labelling] |
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| **Attention:** Specimens can be the type of more than just a species (e.g. genus & species, species & veriety). In this case both typifications need labels both on the specimen and the folder. | **Attention:** Specimens can be the type of more than just a species (e.g. genus & species, species & veriety). In this case both typifications need labels both on the specimen and the folder. | ||
| - | **Attention:** Do not put different the different types of a species (e.g. holo- and paratype) into the same folder but create different folders (and thus, different folder labels) for every kind of type (except for those from W-Krypt which are kept together). | + | **Attention:** Do not put the different types of a species (e.g. holo- and paratype) into the same folder but create different folders (and thus, different folder labels) for every kind of type (except for those from W-Krypt which are kept together). |
| The same procedure is available for standard (non-type) labels but this is currently not used in W. Non-type specimens have to be annotated by the typification team. | The same procedure is available for standard (non-type) labels but this is currently not used in W. Non-type specimens have to be annotated by the typification team. | ||
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| === Specimen labels === | === Specimen labels === | ||
| - | Arrange specimen labels in the lower right corner of the specimen and above the last revision label. Glue the label on the right-hand edge and stick it to within ~5 mm from the border of the herbarium sheet. If you do not find enough space and/or the the label would cover plant parts, choose an appropriate area as close as possible to previous revision labels as possible. Always make sure that the labels do not cover parts of the plant (especially flowers and leaves). | + | Arrange specimen labels in the lower right corner of the specimen and above the last revision label. Glue the label on the right-hand edge and stick it to within ~5 mm from the border of the herbarium sheet. If you do not find enough space and/or the the label would cover plant parts, choose an appropriate area as close as possible to previous revision labels. Always make sure that the labels do not cover parts of the plant (especially flowers and leaves). |
| === Folder labels === | === Folder labels === | ||
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| If the specimen does have a typification label from earlier revisions and this turns out to be an error, the new typification must be "no typus" and a corresponding label must be added to the sheet and the folder. The specimen remains in a red folder and is treated like a type nontheless. | If the specimen does have a typification label from earlier revisions and this turns out to be an error, the new typification must be "no typus" and a corresponding label must be added to the sheet and the folder. The specimen remains in a red folder and is treated like a type nontheless. | ||
| + | == Sources of error during label creation == | ||
| + | |||
| + | Always double-check the content of the label before attaching it to the sheet. Common errors include: | ||
| + | |||
| + | * Wrong accepted name noted on the label. This is most problably due to wrong handling of pro parte synonyms. | ||
| + | * Type label for a genus name shows synonymy of the genus name to a species name. This is a limitation of the database and has to be corrected manually. Open the **edit Specimen** window of the relevant specimen, and change the **taxon** entry to the name the synonymy entry on the label should actually point to. Now print the label. Afterwards, do not forget to change the **taxon** entry back to the correct name. | ||
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| ===== Fetching the specimen ===== | ===== Fetching the specimen ===== | ||
| - | If the specimen was found [[documentation:workflow#contacting_the_requesting_institution | contact the requesting institution]] and [[documentation:workflow&#inserting_and_extracting_the_specimen_into_from_the_main_workflow | insert the specimen into the main workflow]]. | + | If the specimen is found [[documentation:workflow#contacting_the_requesting_institution | contact the requesting institution]] and [[documentation:workflow&#inserting_and_extracting_the_specimen_into_from_the_main_workflow | insert the specimen into the main workflow]]. |
| - | If the specimen was not found: | + | If the specimen is not found: |
| * discuss this with the respective curator and/or the collection manager.\\ | * discuss this with the respective curator and/or the collection manager.\\ | ||
| - | The specimen may be filed in another location or be currently unavailable due to restauration etc. The literature reference may even be wrong and the material not present in your herbarium.\\ | + | The specimen may be filed in another location or be currently unavailable due to restoration etc. The literature reference may also be wrong and the material not present in your herbarium.\\ |
| * discuss the case in the project meeting.\\ | * discuss the case in the project meeting.\\ | ||
| - | The requested specimen may be part of the material one of your team members currently is working with. If the specimen cannot be found at all, discuss further proceedings with your project manager and contact the requesting institution. | + | The requested specimen may be part of the material one of your team members currently is working with. If the specimen cannot be found at all, discuss how to proceed further with your project manager and contact the requesting institution. |
| \\ \\ | \\ \\ | ||
| ---- | ---- | ||
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| ===== Contacting the requesting institution ===== | ===== Contacting the requesting institution ===== | ||
| - | If the specimen was found inform the requesting institution about their request being currenty processed. | + | If the specimen is found, inform the requesting institution about their request being currenty processed. |
| - | If the specimen was not found, provide a list of all previously made efforts (especially a list of already searched synonyms) and ask for any further information that could help locating the specimen. | + | If the specimen is not found, provide a list of all previously made efforts (especially a list of already searched synonyms) and ask for any further information that could help locating the specimen. |
| - | If the specimen is not found despite combined efforts the request is marked "Not found" and [[documentation:workflow&#finishing_filing_the_request | filed]]. | + | If the specimen is not found despite combined efforts, the request is marked "Not found" and [[documentation:workflow&#finishing_filing_the_request | filed]]. |
| \\ \\ | \\ \\ | ||
| ---- | ---- | ||
| ===== Inserting and extracting the specimen into/from the main workflow ===== | ===== Inserting and extracting the specimen into/from the main workflow ===== | ||
| - | All specimens which go through the digitization on demand cycle enter the main workflow at the restauration step and are afterwards treated like any other type material, except being prioritized before anything else. | + | All specimens which go through the digitization on demand cycle, enter the main workflow at the restoration step. They then follow the general workflow, but are given priority over the other type material being processed. |
| - | Specimens in the digitization on demand cycle should always be clearly marked as such and always carry the editor's name to make sure the specimen comes back to the right person at the end of the main workflow. | + | Specimens in the digitization on demand cycle should always be clearly marked as such and always carry the loans officer´s name. |
| - | After image control digitization on demand specimens are extracted from the main workflow and returned to the editor of the request. | + | After image control, digitization on demand specimens are extracted from the main workflow and returned to the loans officer. |
| \\ \\ | \\ \\ | ||
| ---- | ---- | ||
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| === Merging type specimens with the rest of the loan (Optional) === | === Merging type specimens with the rest of the loan (Optional) === | ||
| - | If the request was adapted as a loan request, the processed type specimens are now merged again with the unprocessed non-type material and handed on to the loans curator. | + | If the request was dealt with as a loans request, the processed type specimens are now merged again with the other unprocessed non-type material requested. They are then handed on to the curator to be sent. |
| - | === Answering the request === | + | === Answering the image request === |
| - | The requesting institution is sent a direct link to the requested specimen in [[http://herbarium.univie.ac.at/database/search.php|the Virtual Herbarium]]. If there are no further questions or comments, the specimen is afterwards re-inserted into the collection. | + | The requesting institution is sent a direct link to the requested specimen in [[http://herbarium.univie.ac.at/database/search.php|the Virtual Herbarium]]. If there are no further questions or comments, the specimen is re-inserted into the collection. |
| === Filing the request === | === Filing the request === | ||
| - | File both online conversation and printed mails into the appropriate folders. | + | File both online conversations and printed mails into the appropriate folders. |
| - | If the specimen was not found, file all information the requesting institution provided and also describe all efforts made to locate the specimen. Mark the file as NOT FOUND. Deposit the file in the NOT FOUND folder.\\ \\ | + | If the specimen was not found, file all the information the requesting institution provided and also describe the efforts made to locate the specimen. Mark the file as NOT FOUND. Deposit the file into the NOT FOUND folder.\\ \\ |
| ---- | ---- | ||
| ===== Loan returns ==== | ===== Loan returns ==== | ||
| - | Specimens that were on loan will most probably come back with new annotations and/or determinations. Be sure that this additional data is properly added to the database. This may also mean that the specimen has to be rescanned. | + | Specimens that were on loan will most probably come back with new annotations and/or determinations. Make sure that this additional data is properly added to the database. This may also mean that the specimen has to be rescanned. |
| \\ \\ | \\ \\ | ||
| ---- | ---- | ||
documentation/workflow.1374657599.txt.gz · Last modified: 2013/07/24 09:19 by kmartinez_nhm
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