Workflow both within NSL editor/search and work done outside.
Maybe write the main workflow then we can add side flow like getting info from BHL etc. (this might be part of the main work flow just thinking this might be an example...)
... get new publication
.... call up name
... check existing data
.... create reference
etc....
Data Quality Checks
.... type of checks (will include links to any outputs written later)
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2 March 2016
Workflow for APNI Data Entry
Editor Overview
e.g. use of the different tabs
Editing existing data
...
Entering new data
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 to ensure it needs to be entered. Use wildcards.
- Select the 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 tab to enter!). 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 new tab to enter-- but check first!)
- Search for reference to ensure it needs to be entered
- Add as detailed a child reference as possible (title, author (if necessary), page range, date, notes (if necessary))
- Sometimes will need to add new parent reference before completing entry
Entering new author/s