Revision as of 16:18, 9 November 2011

Customer Requests

The Customer Requests tool enables you to record and administer orders of DNA samples requested from your DNA bank. Here you learn how to:

• Add new costumers
• Add new orders of DNA samples
• Edit costumer and order data

Once you have successfully logged in, click on the shopping cart “Add new request” or on XXX “Edit requests” to record or modify a request for DNA samples.

Customer requests

Main Menu

Add new request

Before entering DNA data you have to load the relevant specimen data. There is no possibility to save DNA data without specimen information! To guarantee both the safeguarding and long-term availability of referenced DNA samples these should be deposited in research collections. Corresponding data including voucher information have to be stored in suitable collections databases. If the respective databases are not yet integrated into the DNA Bank Network, these can either be newly added or alternatively, if the specimen data are not available in an online database, these can be set up offline with the Specimen Tool.

Edit requests

The GBIF world

GBIF techn:

• • • Specimen databases

Specimen Tool

The Specimen Tool is a little helper for managing specimen data that are not available via GBIF. There are several reasons for that: some collections are not a GBIF provider and won't be a GBIF provider in the near future; some collections are a GBIF provider, but the data that you need are not in the database yet and won't be in the near future.

Specimen Tool

Main Menu

Once you have successfully logged in, click “Specimen Tool” to create or modify specimen data.

Input New Specimen Data

You then have the option to either input new specimen data or search for particular specimen data. First, we will exemplify how to input a new specimen data-set, with the help of a fictive fish, so please click 'Input new specimen data'.

Data input Specimen Tool

Main Voucher/Specimen

These fields request the most important information for the record including the unique voucher ID and details on its deposit. All fields marked with * are mandatory.

The 'Main Voucher' should always be the DNA voucher! A DNA voucher should contain identifying features which are often not given by a tissue sample only.

- Voucher ID / Specimen Number: A unique identifier for this specimen, e.g. a number from your own collection database. => ZSM007.

- Institution (voucher deposit): institution’s name, where the specimen is deposited. Shortcuts are welcome. => ZSM (Bavarian State Collection of Zoology)

- Collection: Collection in which the specimen is deposited (this may be the same name as the institution!). => ZSM Pis (Ichthyological collection at ZSM)

- Basis of Record: You can choose between several options. In our example, the basis of the record is a preserved (fish) specimen.

- Kind of Unit: How is the basis of the record preserved? Is it a preserved specimen in ethanol, a living plant, or a herbarium?

Associated Units

Please note that this feature has not been Other specimens can be associated to that Main Voucher in many respects.
- duplicates in same or different collection (similar to population sampling)
- splitted specimen (if too large for one herbarium sheet for example)
- tissue samples of the main specimen
- living plants/animals/strains in culture/captivity, related to the main voucher or reverse

Zoology	Botany
Associated Units (highlighted in grey) of Main Voucher	Associated Units (highlighted in grey) of Main Voucher
The "Main Voucher" is one fish. Associated Units are the fish vessel (LotSample) and the tissue sample taken from the fish.	The "Main Voucher" is a herbarium specimen. Associated Units are another part of the specimen and a tissue sample (all same individual), a duplum (same in situ population), a living plant and seeds (all same in situ population). A more complicated example is a herbarium specimen of the living plant, also associated as "same in situ population" to the Main Voucher, but as "same ex situ individual" associated to the living plant.

SCHÖN WÄRE AN DIESER STELLE EIN LINK ZU EINEM BEISPIEL IM PORTAL! ABER DAS GEHT NOCH NICHT!

Special cases

Main Unit and Associated Unit have different collection data, Population sampling
E.g. population sampling with different collector's numbers.

Lot Sampling

Preferred Identification

Please fill in as much information as possible referring to the taxonomy of the voucher, the species’ status as well as any information referring to the taxonomic history of the voucher. You can add up to four identifications.

Collection Event

Gathering Details

Collection event

These fields provide the opportunity to input any data on collection details.

Geography

Please fill in all details related to the geography of the collected voucher. Preferred data are the country, locality, and GPS coordinates. You are further enabled to input data on depth (as in our fish example) or altitude.

Ecological Data

Here, you can insert any information about the habitat where the voucher was collected, e.g. “mud” in our fish example or details on exposition, e.g. “half shaded”.

An additional feature is the possibility to add more specific ecological data if you tick the box after "Add ecological parameters". This will open a sub-menu where you can add any kind of measured or observed data. As you can specify the unit of the reported parameter and the method applied for up to 10 different values, you could use this feature to characterize a specific habitat, e.g. physical parameters of a Lake where our fictive fish was caught (pH=7, 500µS conductivity, 3m Secchi disk transparency).

Ecological Data

In a similar way you can add taxonomical information about a potential host organism from which the specimen was collected by ticking the box after "Add host species".

Other Data

The “Other Data” mask allows you to provide information on various fields as e.g. sex and ontogenetic stage (in our fish sample: sex = male, life stage = adult) as well as data on potential type status of the voucher (e.g. Type = syntype) and therefore marks the DNA sample as type DNA.

'Save' and 'Save + Carry Forward'

Save+Carry Forward Function

After succesfully filling out all fields for which you have or can provide information, please press 'save new specimen' to add the specimen to the DNA Bank database, or click on 'save and carry forward' if you wish to add more specimen to the database sharing all or a large part of the input data with the preceding voucher, so that you do not have to fill out all fields again. This may be the case for example when you collected several specimens at a single location.

If you chose 'Save + Carry Forward' a new consecutively 'Voucher ID' number will automatically be generated and all fields previously filled will contain the same information as the voucher you entered before.

If you just click on 'save new specimen', the voucher will be saved to the database and you can start with a new, empty input-sheet to enter another individual as described above.

Search for Specimen Data

Once you have entered specimen data as described above and saved it you can search for it via the button 'Search for specimen data'.

You can either search for a specific individual entering a unique ID or you can use taxonomic information or collection details to get a list of all entries matching your request. You can then choose a particular individual from the list appearing and will be able to change or add information in the very same manner as described above. This might be necessary when the taxonomy has changed or someone gave a different identification you want to add.

A search for just the genus 'Tilapia' would deliver three hits, and a list is displayed with the option to sort the hits by 'Voucher ID/ Specimen', 'No Collection', 'Institution' or 'Taxon', which is very useful if you get a large number of results.

If you click on one of the hits you will get back to the data input form and can review all data for this particular voucher, and by clicking on the 'Edit Dataset' button make changes on any entries you want to change. By then clicking on 'Save Specimen' the previous data will be overwrited with the new information.

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  Specimen Tool

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  Search Form Specimen Tool

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  Hitlist

Field Definitions Specimen Tool

TO DO developer

• Specific epithet= species!Noch im Modul in Klammern dahinter!
• Associated Units
• Wrapper_view-specimens update

Reports

• Show all records
• Show all taxa
• Show all taxa with DNA