Screens and settings
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.
The Catalogue → People & institutions screen shows the person records of the authors, editors and other contributors in the catalogue, the institution tree and the pairs of people that may be duplicates. The screen needs the person management permission.
Tabs and the button at the top
| Tab | Contents | Button at the top |
|---|---|---|
| People | Person records | New person |
| Institutions | Institutions and their sub-units | New institution |
| Duplicates | Pending pairs that may be duplicates | Scan again |
The Duplicates tab opens only for people with the merge permission and shows the number of pending pairs.
People tab
The search box finds people by any part of their name. Turkish characters and upper or lower case make no difference. To search by ORCID iD, type the full number with its hyphens. The ORCID filter separates people with an ORCID iD from people without one. The Show deleted box lists deleted people.
| Column | What it shows |
|---|---|
| Person | The person's name. A person with an account shows "Linked to a user account", and a deleted person shows "Deleted" |
| ORCID | ORCID iD, with a link to the record on orcid.org |
| Institution | The person's institution links |
| Records | The number of records where the person appears as a contributor. Drafts and records in the trash are counted too |
The row menu has Edit, Merge with another person and Delete person. Deleting is disabled for a person who appears in a publication. The menu of a deleted person shows only Restore.
Institutions tab
Institutions are shown as a tree. A row shows the institution's name, its English name when the panel is in Turkish, its city and country, its ROR ID and the number of sub-units. A missing translation is marked on the row. You open and close the sub-units with the arrow.
The row menu has Add sub-unit, Edit and Delete institution. Deleting is disabled for an institution with sub-units. The Show deleted box shows, instead of the tree, the list of deleted institutions with the Deleted at column and the Restore button.
Duplicates tab
Each row shows the similarity percentage and the two people's names, ORCID iDs and institutions. The two merge buttons on the row start the merge in one of the two directions. The Different people button takes the pair out of the queue.