eparties module

What does an eparties record represent?

The Parties module holds information about individuals, groups of individuals, and organizations.

Tab Switching:

• Column Name: NamPartyType
• Lookup List: Party Type
• Tab switching: Yes

Record Types:

• Address- physical or postal address. These can be used on the Associations Tab to further document person records with no organizational affiliation (e.g. donors) or collaborations (e.g. movements).
• Collaboration- more than one individual working together (e.g. field team, expedition field crew, etc.)
• Cultural Group - a party type specific to Anthropology to handle records which capture different terms associated with a particular group.
• IH Herbarium - Controlled dataset. Index Herbariorum list of herbaria.
• IH Person - Controlled dataset. Index Herbariorum list of people.
• Organization - company or organization
• Person- a single individual

Record Structure:

Network or Flat: Parties records can have a network structure for associations (e.g., “Person” records associated with an “Organization” or “Collaboration”)

Rationale

Reason(s) for Change Request version 3.1

Standardise the use of the module to make it more efficient and reflect consolidation of internal processes and workflows. Prepare for newer versions of EMu by not transferring bad data structures and dirty data.

Status

• Version 5.1
• Funded - In Live
• FMNH specific customisation

Details

• To allow for the recording of changes of address, institution, department or role without having to maintain multiple records for the same person
• To update contact information to allow more flexibility for electronic identifiers and multiple emails.
• Better handling of information about cultural groups.
• Ability to record deceased without knowing date of death.
• De-couple automatic taxonomic name generation to handle botanical author abbreviations from Brummit and Powell separately.