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eparties module

Sharon Grant edited this page Jan 21, 2022 · 49 revisions

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”)


Resources -> Tools


Summary String(s)

Requests and updates to the summary string should be submitted as issues and tagged eparties. When approved they should be documented in structural changes.

Default

Summary String = “[“ + NamPartyType + “] “ + NamFullName + “ : “ + NamOrganization

e.g.(irn 175266) = [Person] Dr. Caleb D. McMahan : Field Museum of Natural History - Fishes

Party Type (NamParType)

= Address

Summary String = “[“ + NamPartyType + “] “ + AddPostStreet + “, “ + AddPostCity + “, “ + AddPostState + “, “ + AddPostCountry

e.g. (irn 204848) = [Address] P.O. Box 281, North Newton, KS, U.S.A

= Person

Summary String = NamFullName + “ : “ + NamOrganization + “ - “ + NamDepartment

e.g. (irn 7124) = Ms Sharon D. Grant : Field Museum of Natural History - Technology

= Organization

Summary String = NamOrganization + “ - “ + NamDepartment

e.g. (irn 199177) = University of Guelph - Biodiversity Institute of Ontario

###3 = Cultural Group Summary String = NamOrganization

e.g., (irn 1827) = Mohegan Indian Tribe of Connecticut

= Collaboration

Summary String = ColCollaborationName

e.g. (irn 199889) = RI-30 Team

STRUCTUAL CHANGES - Rationale (Most recent first)

Reason(s) for Change Request version 0

Community proposal from Axiell User Special Interest Group to develop a specification for a standard eparties module that encompasses current and future needs.

Status

  • Version 8
  • Axiell - In Discussion
  • Axiell Clientwide customisation

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.