The Projects module is used to track and report statistics for collections-related research and outreach requests. Only users in the Invertebrate Paleontology permission group can add/enter data in this module.

New users to the Projects module should view previously created records to review examples. Do this by recalling all records of the most relevant project Sub-Type on the search form and viewing the results using the “IP Requests” list view (View > List Settings > Choose List > “IP Requests”).

Search results in the Projects module.
Before creating new records, search for existing records in of the same Sub-Type in the Projects module.

Project 1 tab

screenshot of the Project 1 tab in the Projects module
Screenshot of the Project 1 tab in the Projects module.
A controlled vocabulary to note what type of request or event is being recorded. Values include:
Sub-Type For documenting…
Catalog Number requests to mint new catalog or type numbers
Destructive Analysis requests requring destructive analysis and resulting data (overrides “Loan”)
Exhibit specimen use in temporary and long-term exhibitions
External Presentation invited external presentations, panels, discussions, etc.
Field Trip field outing conducted for research or outreach (overrides “New Accession”)
Images requests for specimen imagery
Letter of Support requests for letters in support of grants and field work
Loans external and internal loan requests, excluding exhibits
Locality Numbers inquiries related to a specific locality/set of localities, as well as the creation of new localities
Museum Event museum-organized outreach events, e.g. Dino Fest, Scavenger Safari
New Accession accession-related activities (overrides “Catalog Number”, “Locality Numbers”)
Public Inquiry responses to external inquiries that are educational in nature, e.g. interview with K-12 student
Record Search requests for occurrence data and anscillary information, e.g. inventory, taphonomic, or faunal surveys
Research Visit in-person research visits to the collections
Tour (Carson) tours of collections facility in Carson
Tour (NHM) tours of IP Type Room at NHM
Describe the event or request, e.g. “Sent surface scans of 15 ammonoids to…” Descriptions should be brief and mention any relevant taxa, geologic context, or collections involved in or affected by the request/event, e.g., “…the Stoyanow Collection”. Include offical event or exhibit titles when applicable.

Project 2 tab

screenshot of the Project 2 tab in the Projects module
Screenshot of the Project 2 tab in the Projects module.
Attach the appropriate Parties records for whomever fullfilled the request or participated in the event.
Funding Associations
Attach the appropriate Parties records for any funding sources related to the request or event whenever applicable. Tip: If you enter “Cretaceous” in this field and hit tab, the record for the “Connecting the Cretaceous Seas” PEN will appear. That said, always open the full Parties record to check that the correct funding source was attached. New Parties records can only be added by the database administrator.
Intended Audience
Select the appropriate value from the controlled vocabulary:
  • “Advancement/Donors”
  • “Educators”
  • “General public”
  • “Mitigation”
  • “Research” (for non-student research requests)
  • “Students”
  • “Other” (e.g., use for internal NHMLA tours)

Dates tab

screenshot of the Dates tab in the Projects module
Screenshot of the Dates tab in the Projects module.
Commencement Date
Select the day that the collections/research-related request was initiated or the outreach event occurred.
Notification Date
This field is only used to indicate the date when specimens from a closed loan were returned to the collection.

Objects tab

screenshot of the Objects tab in the Projects module
Screenshot of the Objects tab in the Projects module.
Objects Associated With Project nested table
Any cataloged specimen lots associated with the event or request should be attached to this table. Do so by opening the Catalogue module from within the Object field and searching. Sort your results by catalog number. Select all resulting records in the Catalogue module and drag them into the Objects Associated With Project table. Note: After the Projects record is saved, it will be visible on the corresponding Project tab on the Catalogue records.

Only attach Catalogue records for specimens that were physically handled to fullfill requests.

screenshot of the Objects tab in the Projects module
Screenshot of the Objects tab in the Projects module.

Statistics tab

screenshot of the Statistics tab in the Projects module
Screenshot of the Statistics tab in the Projects module.

Highly Recommended: The easiest way to complete the Project Statistics table is to ditto information from an existing record of the same Sub-Type.

Project Statistics table
A table to document basic statistics regarding an outreach event or research request. Not every type of statistic is required for every Projects record. Please take care to complete this information consistently with other records of the same project sub-type.
Type of Statistic How to record…
ATTENDANCE For all events and requests, enter the number of event attendees or the number of individuals who made the request in Value. In Comments, enter names of the primary contacts involved, e.g. “Nicole Roberts, BIO125 students” or “Lindsey Groves, Dan Muhs”.
AFFILIATION For all events and requests, record the affiliation of whomever made the request in the Comments field, e.g. “USGS, NHMLA (Malacology)”.
CONTACT For loans, destructive analyses, image requests, and letters of support, record the email(s) of whomever made the request in the Comments field.
DURATION (hrs) For outreach events, enter, to the nearest hour, the amount of time spent fullfilling this request/event in Value.
FACILITIES If a visit results in use of specific equipment or facilties, list this in Comments.
LOCALITIES Record new locality numbers created for field trips, other new accessions, and other specific requests to mint new locality numbers, or when specific locality numbers used as record search parameters. Then, record the total number of localities in Value.
RECORDS For record search requests, record the number of records retrieved (these could be locality or catalog records) in Value and a very brief description of what the records were in Comments.
REGISTRAR Record any relevant registrar numbers here, including accession and transaction numbers.

Multimedia tab

screenshot of the Multimedia tab in the Projects module
Screenshot of the Multimedia tab in the Projects module.

Attach relevant multimedia to the Multimedia tab, e.g. results of destructive analyses, license agreements, internal movement reciepts, etc. If many files need to be attached, compress them into a ZIP file prior to importing into EMu. Uncompressed versions of the files should also be archived in Extensis Portfolio. When desirable, specimen images should be attached to the appropriate Catalogue records instead of the Projects record.