Tasks By Role
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On the main page enter criteria to locate records to work on
Click "Search" to find matching records.
In the search results, you can click on "Edit" to select a record to edit. You can also change your search and sort the results with the controls at the top of the page. When you click "Edit" the order of the search results will be the order in which you move through records with the next/previous navigation on the specimen details pages.
See: Transcribing Data
See also: Workflow States
Preprocessing images can only be done from the desktop application.
Depending on your role, you will see a number of buttons and links in the Management section.
The most important of these are buttons, less important ones are links. Most of these features are to help resolve problems.
Some problems (mostly just OCR errors) can be corrected directly from the search results page. Click on the pencil icon in a row to make that row editable.
Collector names can accumulate inconsistencies and diverge from the controlled (MCZbase Agent) controlled vocabulary. You can find unique occurrences of collector strings and edit them in bulk with Edit Unique Collector Names on the Management Links panel.
This dialog allows you to edit all instances of a particular collector name in the database at one time. You should only use this functionality if you are certain that a particular collector is the same as another. For example, do not correct "Agassiz" to "Louis Agassiz", as "Agassiz" could be one of several people, and you will not be able to tell which is indended without examining the specimen records (and probably not even then). When you save an edit, the change will be applied to all of the matching collectors on all specimen records.
You can search for and find images (with or without problems), with Find Images. Once you have selected a particular image, you can edit some of its properties, including setting a template. This is one route to fixing occasional failure cases where a template was not detected.
You can find and delete image records for which you have deleted files.
If an image file contained an error that makes you desire to delete that file after post-processing, then you can delete the image file from the mounted file system and then use the image record editor here to delete the record for the image in the database (no image will be displayed, and the Delete button will be enabled if the file is not found at the location the database thinks it should be found).
Delete Unwanted Image Batches/Folders allows you to remove an entire batch of problematic images. Sometimes the camera will be out of alignment for an entire batch of work, and on preprocessing you determine that all the images in the batch need to be deleted and re-taken. The delete batches functionality will allow you to safely cleanup after such an event. You can only delete a batch of images if none of the specimen records have been edited and if no specimen is also linked to a record outside of the batch.
Click Manage Users under Management Links. This will bring you to a searchable/sortable list of users. You can edit users from here, including assigning new passwords and changing roles.