Feature
People and Institutions
Editing author, editor and institution records and merging duplicate person records.
The authors, editors and other contributors in the catalogue are person records. People and institutions are managed on the Catalogue → People & institutions screen. Institutions form a tree of parent institutions and their units.
If a person has two separate records, the records are merged and the publications are gathered on one record. The system scans for possible duplicates every day and lists them on the Duplicates tab. A merge cannot be undone and is written to the audit log.
Deleted people and institutions do not disappear permanently. They can be restored if needed. A person's e-mail address is never shown on public pages.
Topics in this section
How-to guides
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Managing People and Institutions
Adding, editing and deleting the person records and the institution tree of the catalogue, and restoring deleted ones.
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Searching ROR for an Institution
Finding an institution's ROR record with the Search ROR button of the institution form and copying its ROR ID, names and contact details into the form.
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Merging Person Records
Merging two person records of the same person and gathering their publication links and details in the record that is kept.
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Reviewing Duplicate Records
Reviewing the possible duplicate person records the system finds every day, merging records of the same person and taking different people out of the queue.
Screens and settings
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People and Institutions Screen
The tabs, filters, columns and menus of the screen with the person records, the institution tree and the queue of duplicate records.
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Person Page
A person record's identity details, bio, institution links, possible duplicates and the merge and delete buttons.
Troubleshooting
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A person or institution cannot be deleted
Why Delete person or Delete institution is disabled or deleting gives an error, and how to solve it.
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Person records cannot be merged
Why the button for merging people does not appear or the merge gives an error, and how to solve it.
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A deleted person or institution cannot be restored
Why a person or institution in the Show deleted list does not come back with Restore, and how to solve it.
More topics on this feature
How-to guides
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Adding Authors and Contributors
Adding authors, editors, translators and other contributors to a catalogue record, ordering them and choosing their institutions and CRediT roles.