選單：資源管理

Title - the Title for the resource. This title will appear as the name of the resource throughout the IPT. The title will also appear in the GBIF Registry, and form part of the citation. Please use a descriptive title for users of the dataset. "Aves Tanzanian collection at the Natural History Museum of Denmark (SNM)" is a good title, "aves_tz_snm" is not! Avoid using filenames or acronyms known only within your organization.

Publishing Organization - the organization responsible for publishing (producing, releasing, holding) this resource. It will be used as the resource’s rights holder and publishing organization when registering this resource with GBIF and when submitting metadata during DOI registrations. It will also be used to auto-generate the citation for the resource (if auto-generation is turned on), so consider the prominence of the role. If the desired organization does not appear in the list it may be added by the IPT Administrator (see the information under the "Configure Organizations" heading in the "Administration Menu" section). Please be aware your selection cannot be changed after the resource has been either registered with GBIF or assigned a DOI.

Update Frequency - the frequency with which changes are made to the resource after the initial resource has been published. For convenience, its value will default to the auto-publishing interval (if auto-publishing has been turned on), however, it can always be overridden later. Please note a description of the maintenance frequency of the resource can also be entered on the Additional Metadata page.

Type - the type of resource. The value of this field depends on the core mapping of the resource and is no longer editable if the Darwin Core mapping has already been made. If a desired type is not found in the list, the field "other" can be selected. Review the information under the "Configure Core Types and Extensions" heading of the "Administration Menu" section.

Subtype - the subtype of the resource. The options for this field depend on the Type field. If a desired subtype is not found in the list, the field can be left with the default selection.

Metadata Language - the language in which the metadata are written.

Resource Language - the language in which the data for the resource are written.

Data License - the licence that you apply to the resource. The license provides a standardized way to define appropriate uses of your work. GBIF encourages publishers to adopt the least restrictive licence possible from among three (default) machine-readable options (CC0 1.0, CC-BY 4.0 or CC-BY-NC 4.0) to encourage the widest possible use and application of data. Learn more about GBIF’s policy here. If you feel unable to select one of the three options, please contact the GBIF Secretariat at participation@gbif.org. To find out how to apply a license at the record-level, refer to the How To Apply a License To a Dataset section. To find out how to change the IPT’s default set of licenses, refer to the Applying a License to a Dataset page in the IPT wiki.

Description - a brief overview of the resource broken into paragraphs. This should provide enough information to help potential users of the data to understand if it may be of interest.

Resource Contacts - the list of people and organizations that should be contacted to get more information about the resource, that curate the resource or to whom putative problems with the resource or its data should be addressed. The contacts in the list can be rearranged by simply dragging the elements and placing them in the right place.

• Copy from another - click on this link to copy contact data from any resource. A modal window is displayed with options to choose the resource and the contact.

• Add new resource contact - click on this link to initiate a form for an additional resource contact.

• Remove this resource contact - click on this link to remove the resource contact that follows immediately below the link.

• First Name - the first or given name of the resource contact.

• Last Name (required if Position and Organization are empty, required if the first name is not empty) - the last or surname of the resource contact.

• Position (required if Last Name and Organization are empty) - the relevant title or position held by the resource contact.

• Organization (required if Last Name and Position are empty) - the organization or institution with which the resource contact is associated. Though the organization may be one of those registered in the GBIF Registry, this is not required. Thus, the organization must be entered in the text box rather than selected from a list of registered organizations.

• Address - the physical street or building address of the resource contact.

• City - the city, town, municipality or similar physical location of the resource contact’s address.

• State/Province - the state, province, or similar geographic region of the resource contact’s address.

• Country - the name of the country or other first level administrative region of the resource contact’s address.

• Postal Code - the postal code (e.g., zip code) of the resource contact’s address.

• Phone - the preferred full international telephone number at which to reach the resource contact.

• Email - the preferred email address at which to reach the resource contact.

• Home Page - the URL to a worldwide web page for the resource contact.

• Personnel Directory - the URL of the personnel directory system to which the personnel identifier belongs. There are four default directories to choose from: ORCID, ResearchID, LinkedIn, and Google Scholar. If you’d like to change the IPT’s default set of directories, refer to the Add a New User ID Directory page in the IPT wiki.

• Personnel Identifier - a 16-digit ORCID ID (e.g. 0000-0002-1825-0097) or another identifier that links this person to the personnel directory specified.

Resource Creators - the people and organizations who created the resource, in priority order. The list will be used to auto-generate the resource citation (if auto-generation is turned on). If this person or organization is the same as the first resource contact, all of the details of the latter can be copied into the equivalent fields for the resource creator by clicking on the link labelled "copy details from resource contact". The resource creator has all of the same fields and requirements as the resource contact. Refer to the field explanations under Resource Contacts, above.

Metadata Providers - the people and organizations responsible for producing the resource metadata. If this person or organization is the same as the first resource contact, all of the details of the latter can be copied into the equivalent fields for the resource creator by clicking on the link labelled "copy details from resource contact". The metadata provider has all of the same fields and requirements as the resource contact. Refer to the field explanations under Resource Contacts, above.

Automatically infer from source data - source data would be analyzed and the geographical coverage would be set automatically on publication.

Preview inferred - analyze source data and display inferred values.

Coverage Map - if connected to the Internet, a map of the earth will appear on the geographic coverage page. This map shows a box with control points (markers) on all corners. The corners correspond with the values in the Latitude and Longitude text boxes, explained below. Drag the entire box, or drag individual markers to a new location to reset the geographic bounds of the box. The corresponding latitude and longitude values will change to match the box on the map. The map features hill shading, natural vegetation colours, advanced labelling, etc. The map has buttons to zoom in (+) and zoom out (-) and can be dragged in any direction to change the area of the earth being shown.

Set global coverage? - click on this check box to change the geographic coverage to cover the entire earth.

South/West & North/East - these four text boxes correspond to the SW and NE corners of the box bounding the area covered by the resource. The values to enter in these text boxes are decimal degrees (e.g. 45.2345), with the standard limiting values of -90 to +90 latitude (South/North) and -180 to +180 longitude (West/East), with positive latitude in the northern hemisphere and positive longitude east of the Greenwich Meridian to the International Dateline. Manipulating the bounding box markers on the map will set these values, but valid values can all be entered in these text boxes directly if desired. The map will update when the information on the page is saved by clicking on the button labelled "Save".

Description - a textual description of the geographic coverage. This information can be provided in place of, or to augment the information in the other fields on the page.

Automatically infer from source data - source data would be analyzed and the taxonomic coverage would be set automatically on publication.

Preview inferred - analyze source data and display inferred values.

Remove this taxonomic coverage - click on this link to remove the taxonomic coverage that follows immediately below the link, including the description, the list, and all single taxon entries.

Description - a textual description of a range of taxa represented in the resource. Each taxonomic coverage has its own description. This information can be provided in place of, or to augment the information in the other fields on the page.

Add several taxa - this link adds a text box labelled "Taxon List" to the page.

Taxon List - this text box allows the user to enter a list of taxa with each taxon on a separate line by using the ENTER key within the text box. The taxa entered in this list are treated as scientific names.

Add - this button processes the values entered in the Taxon List text box and creates scientific names for each of them within the taxonomic coverage.

Add new taxon - this link adds controls to enter a single taxon to the taxonomic coverage - text boxes for Scientific Name and Common Name, a select box for Rank and a "Remove this taxon" link. The taxon can contain any combination of scientific and common name with an optional rank.

Scientific Name - this text box is meant to contain the scientific name for the taxon.

Common Name - this text box is meant to contain the scientific name for the taxon.

Rank - this text box is meant to contain the taxonomic rank of the taxon.

Remove this taxon - clicking on this link will remove the taxon (scientific name, common name, and rank) to the left of the icon from the taxonomic coverage.

Add new taxonomic coverage - click on this link to initiate a form for a new taxonomic coverage with a text box labelled "Description" and links to "Add several taxa" and "Add new taxon" as described above.

Automatically infer from source data - source data would be analyzed and the temporal coverage would be set automatically on publication.

Preview inferred - analyze source data and display inferred values.

Add new temporal coverage - click on this link to initiate a form for an additional temporal coverage.

Remove this temporal coverage - click on this link to remove the temporal coverage that follows immediately below the link.

Temporal Coverage Type - select one of the options in this select box to set the type of temporal coverage, which can consist of a single date, a date range, a formation period, or a living time period. Selecting a type will reveal controls appropriate to the choice as explained below.

Remove this keyword set - click on this link to remove the keyword set that follows immediately below the link.

Thesaurus/Vocabulary - enter the name of a thesaurus or controlled vocabulary from which the keywords in the set are derived. If the keywords are not governed by a thesaurus/vocabulary, enter "n/a" indicating that it is not applicable in this text box. Example: IRIS keyword thesaurus.

Keyword List - enter a list of keywords, separated by commas that describe or are related to the resource.

Add new keyword set - click on this link to initiate a form for an additional keyword set.

Copy from another - if this person or organization is the same as the other contact of any resource, all of the details can be copied into the equivalent fields for the associated party by clicking on this link.

Remove this associated party - click on this link to remove the associated party that follows immediately below the link.

Role - this select box contains a list of possible roles that the associated party might have in relation to the resource. Click on the information icon to the left of the select box to see descriptions of the possible roles. Choose the most appropriate role for the associated party in the select box.

Add new associated party - click on this link to initiate a form for an additional associated party.

Title - the title of the project.

Identifier - a unique identifier for the research project. This can be used to link multiple dataset/EML document instances that are associated in some way with the same project, e.g. a monitoring series. The nature of the association can be described in the project description.

Description - an abstract about the research project.

Funding - information about project funding and its sources (grant titles and numbers, contract numbers, names and addresses, active period, etc.). Other funding-related information may also be included.

Study Area Description - a description of the physical area where the project occurred (physical location, habitat, temporal coverage, etc.).

Design Description - a description of the design and objectives of the project. It can include detailed accounts of goals, motivations, theory, hypotheses, strategy, statistical design, and actual work.

Project Personnel - the list of people involved in the project.

Study Extent - a description of the physical and temporal conditions under which the sampling occurred. The geographic study extent is usually a surrogate (representative area of) for the larger area documented in the "Study Area Description" field of the Project metadata page.

Sampling Description - a text-based/human readable description of the sampling procedures used in the research project. The content of this element would be similar to a description of sampling procedures found in the methods section of a journal article.

Quality Control - a description of actions taken to either control or assess the quality of data resulting from the associated method step(s).

Step Description - A method step is one in a series of repeated sets of elements that document a series of methods and procedures used in the study, and the processing steps leading to the production of the data files. These include text descriptions of the procedures, relevant literature, software, instrumentation, source data and any quality control measures taken. Each method should be described in enough detail to allow other researchers to interpret and repeat, if required, the study.

Add new method step - click on this link to add a text box labelled "Step Description" to the page (see above). One may add as many method steps as desired.

Remove this method step - click on this link to remove the method step text box that follows immediately below the link.

Resource Citation - the single citation for use when citing the dataset.

Auto-generation - Turn On/Off - turn on to let the IPT auto-generate the resource citation for you. The citation format used in auto-generation is based on DataCite’s preferred citation format, and satisfies the Joint Declaration of Data Citation Principles. This format includes a version number, which is especially important for datasets that are continuously updated. You can read more about the citation format in the Dataset Citation Format page in the IPT wiki.

Citation Identifier - a DOI, URI, or other persistent identifier that resolves to the online dataset. It is recommended the identifier be included in the citation. If the resource has been assigned a DOI (using the IPT), the IPT sets the DOI as the citation identifier and it can no longer be edited.

Bibliographic Citations - the additional citations of other resources related to or used in the creation of this resource.

Add new bibliographic citation - click on this link to add the text boxes required for an additional citation in the bibliography.

Collections - the list of collections that this resource is based on.

Specimen Preservation Methods - the list of specimen preservation methods covered by the resource, indicating the process or technique used to prevent physical deterioration of non-living collections. The values to choose from are based on the GBIF Specimen Preservation Method vocabulary. Remember you can include a list of preparations and preservation methods for a specimen in your data mapping DwC term preparations (http://rs.tdwg.org/dwc/terms/preparations). Please don’t select anything for treatments for living collections. This can relate to the curatorial unit(s) in the collection.

Curatorial Units - the counts of curatorial units covered by the resource. The count can be entered as a range or as a value with an uncertainty. Examples of units include skins, sheets, pins, boxes, and jars. Overall, this section summarizes the physical contents of the collection by type.

Resource Homepage - enter the full current URL of the web page containing information about the resource or its data set.

Other Data Formats - links to your resource data in other formats (e.g., database dumps, spreadsheets, nexus, linked data, etc.).

Date Created - the date on which the first version of the resource was published. It will be used to formulate the publication year in the auto-generated resource citation. This value is set automatically when publishing and cannot be edited.

Date Published - the date when the resource was last published. This value is set automatically when publishing (see the Publication section).

Resource logo URL - a logo representing the resource. The logo URL can be used to upload the resource. It may also be uploaded from an image file selected from your disk.

Purpose - a summary of the intentions for which the data set was developed. Includes objectives for creating the data set and what the data set is to support.

Maintenance Description - a description of the maintenance frequency of this resource. This description compliments the update frequency selected on the Basic Metadata page.

Additional Information - any information that is not characterized by the other resource metadata fields, e.g. history of the project, publications that have used the current data, information on related data published elsewhere, etc.

Alternative Identifiers - this section contains a list of additional or alternative identifiers for the resource. When the resource is published, the IPT’s URL to the resource is added to the list of identifiers. If a resource is assigned a new DOI using the IPT, the IPT ensures this DOI is placed first in the list of identifiers. When a resource is registered with the GBIF Registry, the Registry’s unique resource key is also added to the list of identifiers. If the resource represents an existing registered resource in the GBIF Registry, the existing registered resource UUID can be added to the list of identifiers. This will enable the IPT resource to update the existing resource during registration, instead of registering a brand new resource. For more information on how to migrate a resource, see this section.

Version - the version number tracking the major_version.minor_version of the current/pending version. This is usually relevant only if you use the IPT-issued DOI workflow.

Current - current already published version.

Pending - next version.

License - resource license (e.g. CC0 1.0).

DOI - see DOI 工作流程 if IPT-issued DOIs is enabled.

Visibility - the visibility of the current/pending version. In order to register the resource with GBIF, the resource manager must ensure the current version is public.

Published on - to date the current version was published on / the date the pending version will be published on.

Publication log - button. Click to retrieve the "publication.log" of the current version. The resource manager can use the publication log to diagnose why publication failed for example. A more detailed description of its contents is described below in the Publishing Status page section. This is not applicable to the pending version.

Private - A private resource is visible only to those who created it, or those who have been granted permission to manage it within the IPT, or by a user having the Admin role. This is primarily meant to preserve the resource from public visibility until it has been completely and properly configured.

When the resource is ready for public visibility, click on the ┇ menu and select the option labelled "Change". This will display a modal window with two options. You can make the resource public right away or at a set date

After submitting the form a message will appear at the top of the page saying that the status has been changed to "Public".

Public - A public resource is visible to anyone using the IPT instance where the resource is installed (on the table of public resource on the IPT Home page). The resource is ultimately accessible via the Internet to anyone who knows its homepage URL. However, the resource is not globally discoverable through the GBIF website until it has been registered with the GBIF Registry (see Registration).

One option appear in the ┇ menu of the visibility area. Clicking on the option labelled "Change" will display a modal window

Clicking on button labelled "Yes" will remove the resource entirely from public visibility and return it to the private state.

Registered - A resource that has been registered with the GBIF network is discoverable through the GBIF website and the data from the resource can be indexed by and accessed from the GBIF portal. Be aware it can take up to one hour for data to be indexed by GBIF following registration. A summary of information registered with GBIF will appear in the Registration area when registration is complete.

If the resource has already been registered, every time the "Publish" button is clicked, its registration information in the GBIF Registry also gets updated. The visibility of a registered resource can not be changed to private. If a resource must be removed from the GBIF Registry, follow the procedure described in the "Delete a Resource" section under the "Resource Overview" heading in the "Manage Resources Menu" section.

Delete from the IPT and GBIF.org

Delete from the IPT only (Orphan)