Intern:Editorial/Lookup References

You can lookup and add references by full (or partial) citation, or by DOI. Behind the scenes, crossref (or other external systems) are queried and the result translated into PANGAEA.

Create a New Reference From Citation or DOI

 * Use the menu: Create > Reference
 * Click button "Metadata lookup"
 * Enter the citation, or DOI
 * Click button "Lookup". This might take a little time, please be patient.
 * Result is displayed, including matching tables (e.g. for authors).
 * With the matching tables, you can resolve ambiguous or missing data.
 * Column "External": Text that was found by external service (e.g. crossref)
 * Column "PANGAEA": Here you choose which info should go into PANGAEA
 * Column "Potential Matches": These are existing entities in PANGAEA, which could be good matches. Hover the mouse over the entity tags to learn about the reasons, why the system thinks it is a good match.
 * You can now select one of the "potential matches" by drag'n'dropping it to the PANGAEA column. You can also use the input field in the PANGAEA column to search for another entity, or to create a new entity for this case.
 * When you are happy, click "Update reference".
 * The new information is then merged into the complete editing form. The teal labels show you updated information (click a teal label to see the previoud data).
 * Click "Submit" to save the reference to the database.

Update Existing Reference From DOI

 * Open a reference in the edit form.
 * Double-check that there is a DOI in the URI field.
 * Click "Metadata Update".
 * The rest is very similar to creating a new reference (above).