Chapter IX-6. Add or Edit References For A Collection

(version 1.5)

The references available in the library can be supplemented by researchers and specific references tied directly to any taxa at any level. By continuing to add references, the ability to use Atrium as a publication platform is enhanced. Printed and electronic bibliographic information sources can be saved for future reference on the References tab of the Collection/Specimen display.

Figure IX-6.1. References: User Defined References

References: User Defined References

Once entered, the user added references appear in the second section of the References Tab. Included in this section are the access points for adding, modifying and deleting the references found by the application user, the botanist and herbarium researcher.

To add a reference for a taxon:

  1. Click Login on the Atrium main navigation bar to log into Atrium. Type your password and click the "Login" button.

  2. Find the collection to which a reference is to be added.

  3. Click the References tab for the collection.

  4. In the User defined reference section, click "Add a New Reference". The Add Reference panel opens.

    Figure IX-6.2. References: Add User Defined References

    References: Add User Defined References


  5. Type the title for the reference. For a published reference, this is obvious. For an electronic resource, the title is the title of the web page.

  6. Type a description of the resource that differentiates it from other references for the taxon.

  7. Select a scheme from the drop-down list provided: "http://", "ftp://", "mailto:" or "offline".

  8. Type the URL for an Internet reference. Leave this blank for non-Internet resources.

  9. Select a bibliographic record from the library to established a reference to this taxa not previously recognized or recorded.

  10. Click "Add Reference" to save the reference, or click "Cancel" to return to the references tab without saving the information.

On return to the References tab, the addition should be listed under User defined references.

Figure IX-6.3. References: Edit User Defined References

References: Edit User Defined References

In the User defined reference section of the References tab:

  1. Click Login on the Atrium main navigation bar to log into Atrium. Type your password and click the "Login" button.

  2. Find the collection with the reference to be modified.

  3. Click "Edit This Reference" below the reference to modified. The Edit Reference panel opens.

  4. Modify the title as needed.

  5. Modify the description as needed.

  6. Change the scheme if desired.

  7. Modify the URL if needed.

  8. Select a different bibliographic record if needed.

  9. Click "Edit reference" to save the modifications, or click "Cancel" to return to the references tab without saving any changes to the information.

On return to the References tab, the changes to the reference should be visible in the User defined references section.

Figure IX-6.4. References: Delete User Defined References

References: Delete User Defined References

If it becomes necessary to delete a user defined reference from the User defined reference section of the References tab:

  1. Click Login on the Atrium main navigation bar to log into Atrium. Type your password and click the "Login" button.

  2. Find the collection from which the reference is to be deleted.

  3. Click "Delete This Reference" below the reference to modified. The Delete Reference panel opens.

  4. Click "Delete reference" to remove the reference from the taxon, or click "Cancel" to return to the references tab without deleting the reference.

On return to the References tab, the user defined reference in question no longer appears in the User defined references section.