documentation:input:literature
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| documentation:input:literature [2013/07/18 12:59] – [The Literature form] kmartinez_nhm | documentation:input:literature [2013/08/13 08:39] (current) – [Notes] kmartinez_nhm | ||
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| Clicking on the Literature button opens a search window for literature references. As an example, open the record “Flora Orientalis” by Boissier. by typing „fl. orient“ in the field **Periodical**. You get a list of all the volumes under this title (in this case all the volumes are already entered into the database). There are seven volumes (1, 2, 3, 4(1), 4(2), 5(1), 5(2) and Supplement) published between 1867 and 1888, furthermore the volumes 1-5 were published by Boissier, the Supplement by Buser. | Clicking on the Literature button opens a search window for literature references. As an example, open the record “Flora Orientalis” by Boissier. by typing „fl. orient“ in the field **Periodical**. You get a list of all the volumes under this title (in this case all the volumes are already entered into the database). There are seven volumes (1, 2, 3, 4(1), 4(2), 5(1), 5(2) and Supplement) published between 1867 and 1888, furthermore the volumes 1-5 were published by Boissier, the Supplement by Buser. | ||
| - | {{ https:// | + | {{ https:// |
| Click on the first volume to enter the record. | Click on the first volume to enter the record. | ||
| - | {{ https:// | + | {{ https:// |
| Line 64: | Line 64: | ||
| Some recommendations to optimize searches: | Some recommendations to optimize searches: | ||
| - | A general search using only the field **Periodical** for the name of an important journal will yield dozens of entries, making necessary to refine | + | A general search |
| In the case of monographs with a single or few volumes it is specific enough to search for the name in **Periodical** (note that in this database the field **Periodical** is used for both periodicals and monographs.). | In the case of monographs with a single or few volumes it is specific enough to search for the name in **Periodical** (note that in this database the field **Periodical** is used for both periodicals and monographs.). | ||
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| Following the example “Flora orientalis” by Boissier. First start with a general request. | Following the example “Flora orientalis” by Boissier. First start with a general request. | ||
| Type in “flora orientalis” in **Periodical**. No results are shown because in the field **Periodical** you can only search for the standard abbreviations (see also: [[documentation: | Type in “flora orientalis” in **Periodical**. No results are shown because in the field **Periodical** you can only search for the standard abbreviations (see also: [[documentation: | ||
| - | The standard abbreviation for the “Flora orientalis” by Boissier is “Fl. orient.” | + | The standard abbreviation for the “Flora orientalis” by Boissier is “Fl. orient.”, so type this in **Periodical** and you will get all volumes listed. It is sufficient |
| == TITLE: == | == TITLE: == | ||
| Line 76: | Line 76: | ||
| == AUTHOR: == | == AUTHOR: == | ||
| - | Generally you only search | + | Generally you only search |
| - | If you search for “Boissier” without any other search terms (**Year**, **Periodical** etc.) you will get dozens of entries. Refine the search by using a combination of different | + | If you search for “Boissier” without any other search terms (**Year**, **Periodical** etc.) you will get dozens of entries. Refine the search |
| == VOLUME: == | == VOLUME: == | ||
| - | Useful | + | This is useful |
| Please Note: In contrast to the other fields it is not possible to search for pieces of the volume number. If you search for “1”, you only get volume 1. If you use the wildcard-character ”%” i.e. you search for “1%”, you get volumes like 1, 17, 113 and also 113a. | Please Note: In contrast to the other fields it is not possible to search for pieces of the volume number. If you search for “1”, you only get volume 1. If you use the wildcard-character ”%” i.e. you search for “1%”, you get volumes like 1, 17, 113 and also 113a. | ||
| == YEAR: == | == YEAR: == | ||
| - | To search for the publication date. If you search for a date in the format YYYY-MM-DD, which is entered just with the publication year, you will obtain no results. It is also possible to leave last digits out. If you know the decade of publication, | + | To search for the publication date. If you search for a date in the format YYYY-MM-DD, which is entered just with the publication year, you will obtain no results. It is also possible to leave last digits out. If you know the decade of publication, |
| == TROUBLESHOOTING == | == TROUBLESHOOTING == | ||
| - | Some reasons why you may not find the literature you are looking for even though it is in the database: | + | Some reasons why you may not find the literature you are looking for, even though it is in the database: |
| - | | " | + | | " |
| | | | | ||
| | | | | ||
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| By clicking on this field on the search page, a blank sheet (without ID) opens. | By clicking on this field on the search page, a blank sheet (without ID) opens. | ||
| - | You can now fill in the data according to the aforementioned formats. Fields that are highlighted against a blue background are mandatory. When finished, press **Insert** to save the record. As a result, a new ID appears in top left corner. | + | You can now fill in the data according to the aforementioned formats. Fields that are highlighted against a blue background are obligatory. When finished, press **Insert** to save the record. As a result, a new ID appears in top left corner. |
| == NEW & COPY == | == NEW & COPY == | ||
| In many cases it is useful to take a similar existing entry as a template for a new entry, i.e. when several volumes of a series have been published.\\ | In many cases it is useful to take a similar existing entry as a template for a new entry, i.e. when several volumes of a series have been published.\\ | ||
| - | Open it and click **New & Copy**. This will open a new form, with all the data of the original entry. Change the relevant fields (like the title, author, publication date etc.) according to your needs and then click **Insert**.\\ | + | Open it and click **New & Copy**. This will open a new form, with all the data of the original entry. Change the relevant fields (like the title, author, publication date etc.) according to your needs, then click **Insert**.\\ |
| This will generate a new record (with a new ID), while the original remains unchanged. | This will generate a new record (with a new ID), while the original remains unchanged. | ||
| == INSERT & COPY == | == INSERT & COPY == | ||
| - | By clicking this button, the current record is inserted into the database and a new record is opened, with the fields filled as in the previous | + | By clicking this button, the current record is inserted into the database and a new record is opened, with the fields filled as in the one you just saved. You can now make the relevant changes and insert it as a new entry. |
| == INSERT & NEW == | == INSERT & NEW == | ||
| Line 123: | Line 123: | ||
| ==== Editing data ==== | ==== Editing data ==== | ||
| - | This option is used to correct or amend existing entries. By clicking **Edit** the edit mode opens. Now work on the form and click **Update** to save your changes. | + | This option is used to amend existing entries. By clicking **Edit** the edit mode opens. Now work on the form and click **Update** to save your changes. |
| Please Note: By clicking **Literature** you can leave your form without saving your changes or inserting new records. Your changes are only saved after clicking **Insert** or **Update**. Just pressing **Edit** does not save anything! | Please Note: By clicking **Literature** you can leave your form without saving your changes or inserting new records. Your changes are only saved after clicking **Insert** or **Update**. Just pressing **Edit** does not save anything! | ||
| - | After editing a record check again the changes you made in it. It is also advisable to look again for it from the list Literature | + | After editing a record check again the changes you made in it. It is also advisable to look again for it from the **list Literature** window. |
| ==== Entering new data in the drop down fields ==== | ==== Entering new data in the drop down fields ==== | ||
| - | Drop-down lists are found in the fields **Categories**, | + | Drop-down lists are found in the fields **Categories**, |
| - | > Example:\\ The “Österreichische Botanische Zeitschrift” is recorded as “Österr. Bot. Z.”, which is the standard abbreviation. As the form also contains the complete title, | + | > Example:\\ The “Österreichische Botanische Zeitschrift” is recorded as “Österr. Bot. Z.”, which is the standard abbreviation. As the database |
| Always check thoroughly whether a record really exists before creating a new one. Avoid double entries! | Always check thoroughly whether a record really exists before creating a new one. Avoid double entries! | ||
| - | By clicking **Authors**, | + | By clicking |
| - | If you want to insert a new record in one of these fields, click on the field button you need and use the button **New**. An empty form opens. | + | If you want to insert a new record in one of these fields, click on the field button you need and use the button **New** |
| === AUTHORS: === | === AUTHORS: === | ||
| - | Type the standardized name in **Author**. Referring to [[http:// | + | Type the standardized name in **Author**. Referring to [[http:// |
| - | {{ https:// | + | {{ https:// |
| === PERIODICAL: === | === PERIODICAL: === | ||
| Fill in the standard abbreviation of the publiction here.\\ | Fill in the standard abbreviation of the publiction here.\\ | ||
| - | In **Full Name** | + | In **Full Name** |
| - | In **TL2**, **BPH** & **IPNI** fill in the respective | + | In **TL2**, **BPH** & **IPNI** fill in the relevant |
| **Successor**: | **Successor**: | ||
| - | **Predecessor(s)**: | + | **Predecessor(s)**: |
| - | {{ https:// | + | {{ https:// |
| === LIBRARIES: === | === LIBRARIES: === | ||
| Line 164: | Line 164: | ||
| ===== Structure of literature ===== | ===== Structure of literature ===== | ||
| - | In the simplest case, a work is written by a single author and published as stand-alone. More often, there may be different chapters (e.g. family treatments) or parts published by different authors or at different dates, which makes a separation necessary. The same is to be done with works published in several volumes. | + | In the simplest case, a work is written by a single author and published as a stand-alone |
| Be aware that small chapters within larger publications are sometimes written by different authors and should be treated as separate entities.\\ \\ | Be aware that small chapters within larger publications are sometimes written by different authors and should be treated as separate entities.\\ \\ | ||
| - | In the past, many books were published in sections and sent in unbound versions to recipients by the printing companies. As soon as a volume or a part of it was complete it was brought to a local bookbinder. They had, in certain respects, different possibilities to arrange the pages. Sometimes illustrations were placed at the end of the book or within the text; the title pages were sometimes completely removed and discarded. Different books might therefore have a different sequence and your book may be different from descriptions in literature databases.\\ \\ | + | In the past, many books were published in sections and sent in unbound versions to recipients by the printing companies. As soon as a volume or a part of it was complete, it was brought to a local bookbinder. They had, in certain respects, different possibilities to arrange the pages. Sometimes illustrations were placed at the end of the book or within the text; the title pages were sometimes completely removed and discarded. Different books might therefore have a different sequence and your book may be different from descriptions in literature databases.\\ \\ |
| - | In case of removed title pages you have to try to seek this information from other sources (e.g. TL2). There can be inconspicuous indications | + | In case of removed title pages, you have to try to seek this information from other sources (e.g. TL2). There can be inconspicuous indications |
| Note that one work can be split abruptly into two or more continued fractions linked to different publication dates, and as a result, even one newly described taxon in this work might be linked to two different dates.\\ \\ | Note that one work can be split abruptly into two or more continued fractions linked to different publication dates, and as a result, even one newly described taxon in this work might be linked to two different dates.\\ \\ | ||
| - | Complex literature is organised | + | Complex literature is organized |
| ==== How to document this structure ==== | ==== How to document this structure ==== | ||
| - | Before you start, always make sure that you really understand the whole structure of your reference. The smallest entities are mainly chapters or even parts of them by a given author. If these are split by different publication dates you have to insert them separately. These entities are the most important ones, as all the taxa descriptions are linked to them. To display them within the context of the whole publication, | + | Before you start, always make sure that you really understand the whole structure of your reference. The smallest entities are mainly chapters or even parts of them by a given author. If these are split over different publication dates you have to insert them separately. These entities are the most important ones, as all the taxa descriptions are linked to them. To display them within the context of the whole publication, |
| For example: | For example: | ||
| “Botanische Reisen in den Hochgebirgen Chinas und Ost-Tibets.” by W. Limpricht is a report on an excursion by Limpricht, published in the 12th volume of the Repert. Spec. Nov. Regni Veg. Beih. in 1922.\\ \\ | “Botanische Reisen in den Hochgebirgen Chinas und Ost-Tibets.” by W. Limpricht is a report on an excursion by Limpricht, published in the 12th volume of the Repert. Spec. Nov. Regni Veg. Beih. in 1922.\\ \\ | ||
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| All these different hierarchical levels have to be documented and then linked. In our database these hierarchical levels are called containers, as they can contain other pieces of literature.\\ \\ | All these different hierarchical levels have to be documented and then linked. In our database these hierarchical levels are called containers, as they can contain other pieces of literature.\\ \\ | ||
| - | Linking is done by using the option **Edit Container**. | + | Linking is done by using the option **Edit Container**. |
| - | On top of the window you see the literature you are working on; below there is a blank line (if it is still unlinked!).\\ | + | At the top of the window you see the literature you are working on; below there is a blank line (if it is still unlinked!).\\ |
| Set a check mark in the small field on the left and then search for the next higher container in the blank field. In most cases it is sufficient to type in one of the authors and the year of publication. You then get one or several results in the drop-down menu. Choose the right one (according to title, pagination etc.) by clicking on it. Then confirm with **Update**. | Set a check mark in the small field on the left and then search for the next higher container in the blank field. In most cases it is sufficient to type in one of the authors and the year of publication. You then get one or several results in the drop-down menu. Choose the right one (according to title, pagination etc.) by clicking on it. Then confirm with **Update**. | ||
| - | {{ https:// | + | {{ https:// |
| The **Edit Container** option can also be used to delete erroneous entries by clicking on the white cross in a red circle (“delete entry”).\\ | The **Edit Container** option can also be used to delete erroneous entries by clicking on the white cross in a red circle (“delete entry”).\\ | ||
| Line 200: | Line 200: | ||
| - | {{ https:// | + | {{ https:// |
| Line 206: | Line 206: | ||
| They are set up for literature that is not available, e.g. if you know that Wood published //Didiplis diandra// on page 124 of “Amer. Bot. Fl.” but you cannot check the title and the range of pages; you still need to insert the citation in order to print a label.\\ | They are set up for literature that is not available, e.g. if you know that Wood published //Didiplis diandra// on page 124 of “Amer. Bot. Fl.” but you cannot check the title and the range of pages; you still need to insert the citation in order to print a label.\\ | ||
| - | You therefore | + | Therefore, you fill in as much as you know. This will probably |
| - | As **Title** you fill in “typification.” and set the **Listing** | + | As **Title** you enter “typification.” and set the **Listing** |
| - | If you subsequently find additional information concerning “typification” entries in the database, please complete the records. | + | If you subsequently find additional information concerning “typification” entries in the database, please complete the entry. |
| ==== schedae-publications ==== | ==== schedae-publications ==== | ||
| Up until January 1st, 1953, schedae [scheda, also scida (pl. schedae), latin for “papyrus strip”, “tag” or “sheet”] were a valid form of publication. They were validly published as long as they contained a diagnosis or description, | Up until January 1st, 1953, schedae [scheda, also scida (pl. schedae), latin for “papyrus strip”, “tag” or “sheet”] were a valid form of publication. They were validly published as long as they contained a diagnosis or description, | ||
| - | Schedae publications once were common, especially in the course | + | Schedae publications once were common, especially in the form of series. These were distributed with labels for all the specimens and new taxa were described directly on them (e.g. the series “Flora exsiccata Austro-Hungarica” by Kerner, which contains many descriptions in schedae).\\ \\ |
| - | There are many different forms of publications in scheda. The simplest case is a collection of a single taxon with reproduced labels including a description. They can also be part of an often numbered series. Sometimes, labels were also published as a separate booklet (with pagination). The way to treat these in the database differs from case to case, so always check [[documentation: | + | There are many different forms of publications in schedae. The simplest case is a collection of a single taxon with reproduced labels including a description. They can also be part of an often numbered series. Sometimes, labels were also published as a separate booklet (with pagination). The way to treat these in the database differs from case to case, so always check [[documentation: |
| - | {{ https:// | + | {{ https:// |
| === How to enter a schedae-publication === | === How to enter a schedae-publication === | ||
| Line 222: | Line 222: | ||
| For a single taxon, the fields are filled in as follows: | For a single taxon, the fields are filled in as follows: | ||
| - | **Date**: | + | **Date**: |
| **Categories**: | **Categories**: | ||
| **Title**: taxon name\\ | **Title**: taxon name\\ | ||
| **Author(s)**: | **Author(s)**: | ||
| **Periodical**: | **Periodical**: | ||
| - | **Unnamed Fields**: in case, there is a number given, | + | **Unnamed Fields**: in case, there is a number given, |
| **Listing**: | **Listing**: | ||
| Then go to **Edit Index** and link the entry to the corresponding taxon.\\ | Then go to **Edit Index** and link the entry to the corresponding taxon.\\ | ||
| - | In the case of serials, they mainly have a title like ” Schedae ad floram exsiccatam austro-hungaricam” or “Schedae ad Floram Italicam Exsiccatam”. The full title should be entered in the field **Title**; in **Periodical** the abbreviated title should be entered (e.g.” Sched. fl. exs. austro-hung.”). For abbreviations check our database [[documentation: | + | In the case of serials, they mainly have a title such as "Schedae ad floram exsiccatam austro-hungaricam" |
| - | In most cases the editor is given as AUTHOR, but taxa within the series can be described by other people. Series are generally numbered, so indicate this as well. Some serials are organised | + | In most cases the editor is given as AUTHOR, but taxa within the series can be described by other people. Series are generally numbered, so indicate this as well. Some serials are organized |
| The centuria (latin for a division of a hundred) number is given on the left of the unnamed fields. In principle, this field is restricted to numerals. Hence, “Cent.” is suffixed after the series abbreviation, | The centuria (latin for a division of a hundred) number is given on the left of the unnamed fields. In principle, this field is restricted to numerals. Hence, “Cent.” is suffixed after the series abbreviation, | ||
| - | {{ https:// | + | {{ https:// |
| Depending on the information available, document the schedae-number and/or the page number(s) of the bound version of the schedae in the **Edit Index** sheet. | Depending on the information available, document the schedae-number and/or the page number(s) of the bound version of the schedae in the **Edit Index** sheet. | ||
| - | {{ https:// | + | {{ https:// |
| ==== Miscellaneous sections in publications ==== | ==== Miscellaneous sections in publications ==== | ||
| - | In some cases species are published in a section of a publication that groups together miscellaneous information (i.e. a list of events during the year including new species found, conference summaries, new books published etc.). These can be grouped in a notes, news or miscellaneous section of the journal. In the database, the section is treated as a whole and entered under the name of the section with authors as " | + | In some cases species are published in a section of a publication that groups together miscellaneous information (i.e. a list of events during the year including new species found, conference summaries, new books published etc.). These can be grouped in a notes, news or miscellaneous section of the journal. In the database, the section is treated as a whole and entered under the name of the section with authors as " |
| > **Example: | > **Example: | ||
| - | > " | + | > " |
| Line 257: | Line 257: | ||
| ===== Sources of Information ===== | ===== Sources of Information ===== | ||
| - | Extra information can be found within the publication itself. On the first and last pages there are often indications | + | Extra information can be found within the publication itself. On the first and last pages there are often indications |
| Additionally there are several databases which should always be consulted. There, you can find information on standard abbreviations, | Additionally there are several databases which should always be consulted. There, you can find information on standard abbreviations, | ||
| Line 267: | Line 267: | ||
| Link: [[http:// | Link: [[http:// | ||
| - | This internet database is based on the printed volumes of the Botanico-Periodicum-Huntianum. BPH is the standard reference for abbreviations of journals and periodicals. It contains records on journals and periodicals, | + | This internet database is based on the printed volumes of the Botanico-Periodicum-Huntianum. BPH is the standard reference for abbreviations of journals and periodicals. It contains records on journals and periodicals, |
| Basically the BPH entry is copied and pasted in this field, but: | Basically the BPH entry is copied and pasted in this field, but: | ||
| * the abbreviation is recorded only in the first line (**Periodical**)\\ | * the abbreviation is recorded only in the first line (**Periodical**)\\ | ||
| - | * successors and predecessors only noted in the respective field below\\ | + | * successors and predecessors |
| * and the last two numbers are deleted. | * and the last two numbers are deleted. | ||
| > **Example: Österreichische Botanische Zeitschrift** \\ | > **Example: Österreichische Botanische Zeitschrift** \\ | ||
| > **BPH entry:** \\ Oesterreichische botanische Zeitschrift; | > **BPH entry:** \\ Oesterreichische botanische Zeitschrift; | ||
| - | > **Database entry: | + | > **Database entry: |
| ==== Taxonomic Literature-2 ==== | ==== Taxonomic Literature-2 ==== | ||
| Line 283: | Line 283: | ||
| Link: [[http:// | Link: [[http:// | ||
| - | Is an online, freely accessibe database based on the 13 printed volumes of " | + | An online, freely accessibe database based on the 13 printed volumes of " |
| - | It is searchable by author, title, TL2 number (type numbers always without | + | It is searchable by author, title, TL2 number (always |
| - | As in records | + | As in entries |
| > **Example: | > **Example: | ||
| - | > //2649. Monograph of the genus Digitaria. Leiden (Universitaire Pers) 1950. Oct. (Monogr. Digitaria). Publ.: 15 Jan 1950 (p. 999: " | + | > //2649. Monograph of the genus Digitaria. Leiden (Universitaire Pers) 1950. Oct. (Monogr. Digitaria). Publ.: 15 Jan 1950 (p. 999: " |
| > * **Periodical**: | > * **Periodical**: | ||
| > * **Full Name**: full name, publication locality, publisher, structure and publication dates | > * **Full Name**: full name, publication locality, publisher, structure and publication dates | ||
| Line 301: | Line 301: | ||
| Link: [[http:// | Link: [[http:// | ||
| - | Usually consulted as a database for botanists and collectors. It can be used as an addition to TL2 and IPNI, for data like the full name of an author, or the topics and regions an author worked on etc. In contrast to IPNI and TL2, collectors and botanists who did not describe any new species are also listed. | + | Usually consulted as a database for botanists and collectors. It can be used in addition to TL2 and IPNI, for data like the full name of an author, or the topics and regions an author worked on etc. In contrast to IPNI and TL2, collectors and botanists who did not describe any new species are also listed. |
| ==== The International Plant Name Index ==== | ==== The International Plant Name Index ==== | ||
| Line 307: | Line 307: | ||
| Link: [[http:// | Link: [[http:// | ||
| - | A general database of plant species names and their original | + | A general database of plant species names and their original |
| It is also the source for the IPNI- and the BPH-number, which should be recorded in the **Edit Periodical** form. See screenshot above. | It is also the source for the IPNI- and the BPH-number, which should be recorded in the **Edit Periodical** form. See screenshot above. | ||
| Line 332: | Line 332: | ||
| [[http:// | [[http:// | ||
| - | In case you are looking for a certain literature | + | In case you are looking for a particular reference |
| ---- | ---- | ||
| Line 339: | Line 339: | ||
| (2) Figure: illustration, | (2) Figure: illustration, | ||
| (3) Tabula: a set of different figures arranged on an extra page. These categories are used inconsistently by different people, so just follow the indications of your reference.\\ \\ | (3) Tabula: a set of different figures arranged on an extra page. These categories are used inconsistently by different people, so just follow the indications of your reference.\\ \\ | ||
| - | (4) Periodical: journals which are published more or less periodically in volumes.Titles sometimes change or ceased, but technically on-going. | + | (4) Periodical: journals which are published more or less periodically in volumes.Titles sometimes change or ceased, but technically on-going. |
| (5) Monograph: planned to be completed. From single books to works with some to many volumes. By single to many authors. Publication of volumes is not necessarily regular.\\ \\ | (5) Monograph: planned to be completed. From single books to works with some to many volumes. By single to many authors. Publication of volumes is not necessarily regular.\\ \\ | ||
| (6) Theses are entered as “Ph.D. Thesis, Univ. Leiden, The Netherlands”, | (6) Theses are entered as “Ph.D. Thesis, Univ. Leiden, The Netherlands”, | ||
documentation/input/literature.1374152391.txt.gz · Last modified: by kmartinez_nhm
