NAPIS® 'Step-by-Step' for Microorganism Site Data-Entry

You may want to print out the Microorganism Site description to support this 'Step-by-Step'

(*REQUIRED STEPS are Steps 1, 2, and 3. All others are optional.)

*Step 1. Create a new Microorganism Site Data Record:

From the NAPIS main menu select Collection | Microorganisms | Site Data to open the Select Site ID dialog. Click the 'New Site' button to open the Create New Site dialog and select whether the Site Type is Marine or Terrestrial before entering a unique Site Number.

Alternatively, you may select a Site Number from the list box and click 'OK' to open a form that contains data, and then create a new Site record from the open Site form by selecting Record | New Record from the menu-bar to open the Create New Site dialog and select whether the Site Type is Marine or Terrestrial before entering a unique Site Number.

If a macroorganism collection was made at the same site on the same date, and a Site Record already exists for that collection, you can create a Corresponding Site for the microorganism collection. On the Select Site ID dialog select the 'Corresp Site' button to open the Set Corresponding Site dialog. Select whether the Site Type is Marine or Terrestrial, and then highlight the Corresponding Site in the list and click 'OK'.

*Step 2. Enter the Date:

Click the 'Set' button next to the date field to open the calendar dialog where the date is selected using mouse clicks. Dates are not entered at the keyboard. Click the green 'checkmark' to close and save.

*Step 3. Enter the Geographic Terms:

Geographic terms are defined with menu pull-down choices from the series of fields titled 'Region', 'Country', 'Entity' and 'Locale'. 'Region' is a required field. Enter the data from top to bottom of these fields. The 'Administration' field pull-down list is for assigning a permit number or other administrative identifier for work performed at the site. You can also enter data into any of these fields from the keyboard if the choice you are looking for does not exist.

The available values for these fields are customizable in the Utilities Lookup editor (select the G_REGION, G_COUNTRY, G_ENTITY, G_LOCALE, G_ADMN tables).

Step 4. Enter the Latitude / Longitude:

Click the geographic position 'Set' button to open the data-entry dialog that displays based on the preference set through Utilities Setup. Click 'OK'.

Step 5. View your Site on the NAPIS Map:

The Vicinity Map shows the collection site location. Single-click on the map for access to the NAPIS-GIS features. Click the red 'back-arrow' to return to the Site form.

Step 6. Enter the Dominant Habitat:

Click the 'Set' button next to 'Dominant Habitat' to open the Select Plant Habitat or Select Marine Habitat dialog form (depending on the microorganism site type). Select values from the list boxes for each category. Click 'OK'.

The available values for these list boxes are customizable in the Utilities Lookup editor (select the SITE_BIOME, SITE_ENVIRONMENT, SITE_ZONE, SITE_SUBSTRATE, SITE_EXPOSURE, SITE_ENERGY tables).

Step 7. Enter the Collector Information:

Click the 'Set' button next to 'Collectors' to open the Set Site Collectors dialog. Select a 'Primary Collector' from the pull-down list. Select one or more 'Secondary Collectors' from the list-box, using the arrow to move the selected values to the right-side list. The list of Collectors is managed in Utilities Personnel.

Step 8. Enter the Temperature and Elevation or Enter the Number Value Fields:

If the microorganism site type is Terrestrial, click the appropriate field to enter values directly for 'Temperature' in centigrade degrees and for 'Elevation' (Altitude) in meters.

If the microorganism site type is Marine, click the appropriate field to enter values directly for 'Temperature' in centigrade degrees, 'Salinity' in parts per thousand, 'Visibility' in meters, 'Current' in knots, 'Distance from Shore' in meters, 'Average Wave Action' in meters, and 'Depth' in meters.

Step 9. Enter the Aspect (not available if microorganism site type is Marine):

The 'Aspect' field is populated with data from a pull-down list. The available values for this field are customizable in the Utilities Lookup editor (select the ASPECT table).

Step 10. Enter the Season:

The 'Season' field is populated with data from a pull-down list. The available values for this field are customizable in the Utilities Lookup editor (select the SEASON table).

Step 11. Enter Site Notes:

This notes field is for recording knowledge about a Site. It is not searchable in the database, but may be used in reporting, for example, as a field on a 'Herbarium Label'.

Step 12. Finalize the Site Data Form:

Click 'Yes' on the 'Is Form Complete' radio-button field to finalize the Site data-entry. Selecting 'Yes' has system auditing consequences displayed on the bottom of this form and on the Collection Data Record | Control tab-form.