Tasks like Geo-referencing, updating specimen records and adding additional inventory information all require the user to edit an existing record. For large projects, the project manager will provide a data set, or a query to create a data set, that will store existing records to be edited. For 'one off' changes a simple query will get you the record in question.
In most cases, Collecting Information (Locality, Chronostrat or Lithostrat) are not to be edited. In these cases, simply put the information in the Data Entry issues text box (located below the name of the Cataloger in the upper part of the form).
To edit or add information:
On the main record form, set the mode to 'edit'.
If you are adding or editing information on this main form, all you have to do is save the record once you're done. Common main forms that get edited are the Collection Object form (adding attachments, new storage info etc..,) and Locality forms (being assigned a county to GeoReference).
Some important points to remember:
- DO NOT edit a locality information unless you know for certain the change applies to ALL the specimens linked to that locality.
- If permanently relocating a specimen, DO NOT create a new Storage record. Copy the storage info to the 'Previous Storage' section and put the new drawer and cabinet number in the Storage line.
Things to know:
- Building a simple query
- Creating a record set from a query
