eparties workflows

Useful Master Records

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How to make a new Party record

• How to setup parties records where no name is known for an individual
• How to set up a parties record for a person with a single epithet

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Workflows by Record Type

Person records

Organisation records

Collaboration records

Cultural Group records

Address records

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Expeditions

• DECISION

Expeditions should be documented in detail in the events module, but will also exist as a Collaboration record in Parties where the word “Expedition” should appear in the ColCollaborationName field. The Parties record can then be attached to the corresponding Events record with role Expedition or elsewhere as needed.

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How to document a Person’s institutional affiliation history and address changes

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Duplicates

Using Role to disambiguate possible duplicates

• DECISION

The NamRoles_tab field is a useful way to give context to a record. For example "Fishes Collector". It should not be used for a person's job title(s) or position(s) for this information use the Associations tab and associate it with to an organization.