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It’s important to check the existing records to ensure that something is not already there. If you cannot find something with an exact search (e.g. pasting a full journal title) but it seems like data “should” already be in APNI (e.g. well-established authors and standard references) it’s worth re-checking your search terms and spending a while to do a search with fragmentary search terms to see if perhaps the information has been entered with an alternative (or incorrect!) spelling or in an abbreviated form.
Add a diagram with workflow as follows?
- name published
- name found in literature search
- assessment of whether name needs to go into APNI
- name and associated information entered into APNI
- name added to APC update list
Entering a new name
- Search for names name to ensure that it needs to be entered. Use wildcards .Select the e.g. "Acac%deal%".
- Once you've confirmed that the name is not already in APNI, click "New" in the top bar and select the appropriate name category from the drop-down menu. Use "Scientific" for phrase names (as they have a scientific component, usually the genus); use "Other name" for common and vernacular names.
- Select correct name (sub-)"Type" from the drop-down menu. Defaults are set to what we believe are the most common choices.
- Add as detailed a name entry as possible . Select appropriate status/parent etc. Parents will appear in a typeahead if they have already been entered. (If not, use new browser tab to enter-- but check first using wildcarded search!) . Note that typeahead is restricted to listing parents of appropriate higher rank/s, so need to select correct rank for new name first.
- Authors will appear in a typeahead if they have already been entered. (If not, use browser new tab to enter-- but check first using wildcarded search!)
Entering a new reference
- Search for reference using wildcarded search to ensure that it needs to be entered
- Once you've confirmed that the reference is not already in APNI, click "New" in the top bar and select "Reference" from the drop-down menu.
- Select correct reference (sub-)"Type" from the alphabetical drop-down menu.
- Select appropriate parent title (if any). Parent titles will appear in the typeahead if they have already been entered. (If not, use new browser tab to enter-- but check first using wildcarded search!) Note that the parent title typeahead is restricted to listing parents of appropriate types (e.g. journals for a paper), so need to ensure that you select correct reference type first.
- Add as detailed a child reference as possible (title, author (if necessary), page range, date, notes (if necessary))
- Add as detailed a child reference as possible (title, author (if necessary), page range, date, notes (if necessary))
- Sometimes will need to add new author/author team or parent reference before completing entry (Use new browser tab to enter-- but check first using wildcarded search!)
Entering new author/s