Individual Contacts

Insructions on creating a contact metadata record

Before creating a new individual contact, please check the Alaska regional master contact list to reduce duplication of contacts.

1. Click the plus () sign by Contacts.

2. Specify the contact is an Individual.

3. 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, an OrcID (Open Researcher and Contributor ID) identifier, a professional individual weblink for a staff page or research lab page, or LinkedIn 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.

Example Individual Contact

For more information, consult the Contact Records guidance section of the mdEditor manual.