Insructions on creating a contact metadata record
Individual Contacts
Before creating a new individual contact, please check the Alaska regional master contact list to reduce duplication of contacts.
- Click the plus (
) sign by Contacts. - Specify the contact is an Individual.
- The Contact ID will be auto-generated by mdEditor.
The following fields are available for Individual Contacts:
- Individual Name (Required): Enter individual’s full name If you are entering a generic contact for a specific position, you can enter a Position Name without entering an Individual Name. For example: you could enter Region 3 Data Manager as a Position Name rather than an Individual Name.
- Position Name: Enter individual’s full title avoiding acronyms for clarity. If you have entered the individual’s name, the Position Name is not required, but is a best practice.
- Contact Type (Required): Select the contact type from the picklist. Contact type allows for search and identification of collaborative projects and products.
- Member Organization (Required): Select an organization(s). An individual may be part of multiple organizations. For example, Homer Simpson is a refuge manager; his member organizations may include Springfield National Wildlife Refuge and U.S. Fish and Wildlife Service Alaska region. Because the former is a member of the National Wildlife Refuge System and the later is a member of the U.S. Fish and Wildlife Service, these will also be including in Homer’s contact metadata upon export.
- Phone Number: Enter an office phone number
- Email Address (Required): Enter individual’s email
- Address: Enter a physical address for the organization’s office.
- Online Resource: Individual online resources include professional online resources for the individual. For example, anOrcID (Open Researcher and Contributor ID) identifier, a professional individual weblink for a staff page or research lab page, orLinkedIn profile can be added as an online resource.
- Logo: Individual contacts inherit the logo from their member organization.
- Available Time: Add times when available, if applicable.
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For more information, consult the Contact Records guidance **** section of the mdEditor manual.