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RegistrationUserGuide » History » Version 15

Andreas Kohlbecker, 08/30/2019 01:07 PM

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# Registration user guide
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{{>toc}}
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This is a draft user guide for the Phycobank registration user interface. The guide covers the roles *Curator* and *Submitter*.
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Please also read the [[RegistrationFAQ|Phycobank Registration FAQ]].
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## Start a new registration
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### selecting or creating a new publication record
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{{thumbnail(2SearchPublication.JPG, size=600)}}
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First: Check, if the publication is already in PhycoBank available. Default is a search by the first author (selected parts of the publication are shown to identify the publication). Clicking "Contains" allows to search for a characteristic part of a publication, such as a scientific name. If the publication is not in PhycoBank available go to "New". 
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## Database a new publication
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### using the Reference editor
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![](NewReference.jpg)
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1 Select the reference type (such as article, book, book section)
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2 Enter the date published (this can be left open once the manuscript is under revision)
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3 Title, please enter the title (or the tentative title once the manuscript is under revision)
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4 Select an author or an author team from the pick list (if there is no data...)
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5 Enter a new author, or if there is more than one author...
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6 Enter a new author team
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7 Select the journal (in case you enter an article). This entry is mandatory. If the journal is missing in PhycoBank...
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8 Enter a new journal
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9 allows to edit a journal title you have already entered
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10 Enter the volume (this can be left open once the manuscript is under revision)
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11 Enter the pages of the entire article (this can be left open once the manuscript is under revision)
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12 Enter the doi (without https, without "doi:")
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13 Enter the URI (just in case no doi is available and the link is predicted to be stable over time)
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14 Editional notes are internal (it can be used for missing data)
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15 An additional note can be added
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16 Save the record, or
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17 Cancle your entry
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## Registration working set editor
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### changing the status of a registration
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![](_workinset.JPG)
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**Submitter**: The only status available for this role are `PREPARATION` and `CURATION`. As long as the registration with the scientific name and type designations is being edited and modified by the submitter, the registration is in `PREPARATION`. Once the editing process is completed. The submitter will set the status to `CURATION` in order to pass the data set to the curatorial process. The curator is now responsible for further state changes.
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**Curator**: For curators all status are available but the selection of the available status is limited to guarantee a directed and clear workflow. 
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Only states which make sense for the next step in the workflow are allowed.
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The possible transitions are:
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| Current status | Next allowed status                        | 
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| -------------- | ------------------------------------------ |
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| PREPARATION    | CURATION                                   |
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| CURATION       | PREPARATION, READY                         |
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| READY          | PUBLISHED, REJECTED                        |
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| PUBLISHED      |                                            |
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| REJECTED       |                                            |  
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