How To Create and Manage Geology Terms

This guide provides step-by-step instructions for creating and managing geology terms and relationships in the Geology Attributes Code Table. In order to access the functions described in this How To, an Arctos Operator must have MANAGE_CODETABLES access. If you need a new term added to the code table and you do not have appropriate access, please file a new Authority Request in Arctos GitHub Issues

Create a New Term

To create a new geology term, from the Arctos main menu select Manage Data > Metadata > Code Tables

Scroll down the list of Code Tables to CTGEOLOGY_ATTRIBUTE and select that table by clicking the link (or go directly to CTGEOLOGY_ATTRIBUTE)

You will see the data entry form for a new geology attribute

In order to create a new term, all fields must be completed

Attribute

The Attribute term is a category to which the term you are adding belongs. If you begin typing in this field, a list of attributes that already exist in the table and closely match what you are typing will appear.

CAUTION

Take care when entering an attribute that you don’t misspell an attribute that already exists or create an attribute that is a synonym for existing attributes.

It may help to peruse the code table to see if the attribute you want to use already exists. Think cautiously and critically about new attributes being added to ensure they will be useful to the Arctos Community. Any attributes that will only serve a single collection may belong elsewhere. Please consult with Arctos Community by creating a new GitHub Issue is you are unsure about adding a new attribute.

What do I enter in the Attribute field when creating a term for search/code table organization purposes?

Attribute and Value are always required and value is used in building hierarchies for searching, so “ “ (a blank space) should be entered in the attribute field for values that are not valid for data entry. (See Attribute valid for data entry?)

Value

The Value is the term you are adding. This is what will be visible in searches and on specimen pages. For some values, the term includes its related attribute. For example, when entering a value for attribute “formation” you would enter “Value Formation”. A review of existing code table terms is a good idea to ensure that the value entered will be consistent with other code table values with the same attribute.

Attribute valid for data entry?

This field allows you to designate some terms in the code table that will only be used for organization of the code table hierarchy to facilitate searching. For example, “Lithostratigraphy” might be a useful term as the start of a set of hierarchies, but it’s not something that can have a meaning in Geology Attributes so should not be “valid.” Select “no” for “Attribute valid for Data Entry” for terms of that nature. Note that Attribute and Value are always required and value is used in building hierarchies for searching, so “ “ (a blank space) should be entered in the attribute field for values that are not valid for data entry.

Description

The description should be a detailed definition of the term or a link to a website with the definition. It is important to properly document terms in the code table so that users can select appropriate terms.

Insert Term

When you are satisfied with your entries in all fields, select “Insert Term” to create the new code table term.

CAUTION
Your new term will not be included in any of the hierarchies that exist in the code table. If you want a term to be searchable using a hierarchy, you must create the appropriate relationship. (See Create Term Relationships)

Manage Terms

Geology terms can be edited if they have not yet been attached to any locality.

To create a new parent/child relationship, from the Arctos main menu select Manage Data > Metadata > Code Tables

Scroll down the list of Code Tables to CTGEOLOGY_ATTRIBUTE and select that table by clicking the link (or go directly to CTGEOLOGY_ATTRIBUTE)

You will see the data entry form for a new geology attribute

Scroll down to the code table and find the term that you wish to edit:

<img src=”https://raw.githubusercontent.com/ArctosDB/documentation-wiki/gh-pages/tutorial_images/geology_images/Geol%20Code%20Table.JPG” width=”400” align=”middle”

Select “more” next to the term and use the fields which correspond to those discussed in Create a New Term.

Once your edits are complete, select “Save Edits” or “Delete” if you wish to remove the term from the code table.

Create Term Relationships

To create hierarchies in the geology code table, use the “Create Hierarchies” section to select parent and child terms. To create a new parent/child relationship, from the Arctos main menu select Manage Data > Metadata > Code Tables

Scroll down the list of Code Tables to CTGEOLOGY_ATTRIBUTE and select that table by clicking the link (or go directly to CTGEOLOGY_ATTRIBUTE)

You will see the data entry form for a new geology attribute

Scroll down to see the “Create Hierarchies” section:

Both a parent and child term must be entered in the form in order to create a relationship.

CAUTION

Take care when selecting both parent and child terms and review your choices before creating the relationship.

Parent Term

The “higher” term in the hierarchy. This can also be a “not valid for data entry” term.

Child Term

The “lower” term in the hierarchy. This can also be a “not valid for data entry” term. Any terms that are currently children of the term chosen here will move along with this child term to the parent.

Create Relationship

After you have made and reviewed your parent and child terms, select the “Create Relationship” button. Your child term should now appear below the parent term in the code table.