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Simple Search Name
Advanced Search Name
View Name
Create Name
Edit Name
Promote Name
Link Name
Unlink Name

Search and link a name record.

Simple Search Name

To perform a simple search for a name:

  1. When viewing an item, click the consult iconLinked field icon. in the Creator (or other linked) field.
  2. Enter the name of a person or corporate body, or a unique identification number. Either first or last name may be entered. Both may be entered in any order, with or without capitalization and diacritics. Boolean operators, truncation, and exact match searching may be used.
    • You may use AND or OR in the name field. These Boolean operators must be typed in all capital letters. (e.g. Gordon AND Matta; Philips OR Phillips).
    • Both the Boolean operators AND and OR may be used in the same query. When doing so, parentheses should be used to retrieve useful results. (e.g. (Giovanni OR Gentile) AND Bellini.
    • An asterisk (*) may be used as a wildcard for right-hand truncation, or within a name. (e.g. Kaufman*; Pollai*lo).
    • Boolean operators AND or OR may be used with wildcards (e.g. Pieter AND (Bre* OR Brue*).
    • Quotation marks may be used to find an exact match. For example, a search of Christo will retrieve the artist known simply by this name and not artists such as Christo Coetzee whose names contain Christo along with other keywords. Quoted phrases may be used with OR (e.g. “Christo” OR “Giotto”; Taddeo Gaddi OR “Giotto”).
  3. As you type, relevant results will start appearing below. Hovering over the name will reveal more complete artist information including artist dates, variant names, biography, roles, and nationality. Clicking Relevance in the upper left of this window will reorder your results with the most used entry at the top.

Advanced Search Name

To perform an advanced search for a name:

  1. When viewing an item, click the consult iconLinked field icon. in the Creator (or other linked) field.
  2. Select Advanced Search.
  3. To search by name, type a name or ID number into the “Name or ID” field. As you type, relevant results will start appearing below.
    • A name may be entered with or without capital letters, spacing, or diacritics. You may use AND or OR in the name field. These Boolean operators must be typed in all capital letters. (e.g. Gordon AND Matta, Philips OR Phillips).
    • Both the Boolean operators AND and OR may be used in the same query. When doing so, parentheses should be used to retrieve useful results. (e.g. (Giovanni OR Gentile) AND Bellini).
    • An asterisk (*) may be used as a wildcard for right-hand truncation, or within a name. (e.g. Kaufma*; Pollai*lo).
    • Boolean operators AND or OR may be used with wildcards (e.g. Pieter AND (Bre* OR Brue*)).
    • Quotation marks may be used to find an exact match. For example, a search of “Christo” will retrieve the artist known simply by this name and not artists such as Christo Coetzee whose names contain Raphael along with other keywords. Quoted phrases may be used with OR (e.g. “Christo” OR “Giotto”; Taddeo Gaddi OR “Giotto”).
  4. Narrow your search by adding the following fields (Note: it is also possible to conduct a search on any one field, or a combination of fields, with the exception of dates. Dates must be entered along with at least one other field):
    • Nationalities/Cultures: Start typing a role and select one from the list of results.  More than one term may be selected.
    • Gender: Select from the dropdown list.
    • Roles: Start typing a role and select one from the list of results.. More than one role may be selected.
    • Birth/start date and Death/end date: This section allows for birth/earliest and death/latest dates. Enter numbers in the fields. To search an exact birth/start date, enter the same number in both the “from” and “to” fields. To search an exact death/end date, enter the same number in both the “from” and “to” fields. To search an exact birth and death date, fill out all four fields. If you want to search a birth/start or death/end range, enter numbers in the relevant “from” and “to” fields. If you want to search a range from birth/start to death/end, fill out all four fields. For dates B.C.E. use the dropdown to change from the default C.E.
    • Person /Corporate Body: A person is an individual, and a corporate body refers to a group of people, an organization, manufactory, etc.
    • Local/Community: Local records are those created by and visible only to users at your institution. Community records have been promoted and are visible to all users in the community.
    • Provisional/Complete: Provisional records do not have all core fields filled in. Complete records have all core fields filled. The core fields are: Name type, Name, Name source and page, Birth/start date, Death/end date, Display biography, Nationality/culture, Role, and Gender.
  5. Select Search to perform your search (selecting  Clear will remove all terms from the search form). The results of your search will appear, including the name’s source information and biographical information. Hovering over the name will reveal more complete artist information including artist dates, variant names, biography, roles, and nationality. Clicking Relevance in the upper left of the results window will reorder your results with the most used entry at the top.

View Name

If a name is already linked to an item, you may view the full record by clicking on the linked data just below the field. You can also view a name from the search results by clicking on it. This will open the Name in a new browser tab.

The name record will open in a new browser tab and you will see all the data for that record. Local, provisional records will display the least amount of information while ULAN, local complete and Artstor records will display the most information. The banner at the top of the record will show the display name with the ID number below it. If the Name was contributed by your institution, you will see have the option to edit the name record.


Create Name

To create a new name:

  1. When viewing an item, click the consult icon in the Creator (or other linked) field.
  2. Perform a search for the name. If the desired name is not found, select Create Name.
  3. The name form will open in a new browser window.  In order for a new name to be saved, Preferred Name and Source must be completed. For the record to be considered Complete, the following fields must also be filled in: Gender, Birth/Start, Death/End, Nationalities/Cultures, Roles, Bibliography (highlighted in blue boxes, below). For more information about the name form see http://support.forum.jstor.org/article/shared-shelf-names.
  4. After these fields are complete, select an option from the upper right menu: Save & Link, Save, or Save & Close. If the record is missing a required field, the dialog next to these options will indicate which field(s) still require data.
    • If any of the required fields for the name record are left blank, it will be marked as Provisional.
    • If all required fields in the name record are complete, it will be marked as Complete.

Create a name record.

 


Edit Name

You can edit a name your institution has created. It is important to note that editing a name will automatically update all linked items, including items from other institutions. However, the display information will not be altered. For more information about how name information is propagated to Items, see Linking and Unlinking names.

To edit a name:

  1. View the name by clicking on the linked data just below the field or perform a search and click on the name from the list of results. The name record will open in a new browser tab.
  2. Select Edit from the top right corner.
  3. Make your changes to the name record and select an option from the upper right menu: Save & Link, Save, or Save & Close.

Promote Name

Once a name record is promoted, it is visible to all institutions so others may link their items to it; however, only the submitting institution may edit their original name submission. You may promote a name, or lookup an existing name and then promote it.

To promote a name:

  1. When editing a Name, select Promote.
  2. Confirm you want to promote this name to the community. Select Yes if you want to promote the name. Selecting No means the record will remain local.

Link Name

When a name is linked to an item, the concatenated biography data will populate the field and the linked data will appear below the field. Any actions on the linked data or display text will not affect the name itself. Deleting or editing the display text only alters what appears for this item. Removing the linked data by clicking the X, unlinks the name from the item but does not delete the name entirely. Edits you make to a name will update the linked data in all items linked to this name, but it will not overwrite the display text in the item. This is to avoid overwriting any customized display information you or other institutions using your promoted name record may have inputted. Names that originated from another institution or from the Getty ULAN® are not editable.

After searching for a name record, you have the option to link a name to your item. Hovering over a Name will reveal the linking options. You can also link a name to an item when viewing a name record.

  • Link Only: The name label will appear below the field, but no display information will appear in the field.
  • Link & Append to Display: The name label will appear below the field and the name’s display information will be appended to the field. This option will not overwrite any existing data in the field.

Link & Overwrite Display: The name label will appear below the field and the name’s display information will overwrite any existing data currently in the field.

 


Unlink Name

If a field is currently linked to a Name, you can unlink it by clicking the X on the name label. The display information will remain in the field until it is deleted manually. Remember to save changes made to an item.