You must identify each person in the P/O Curation Portal uniquely in any given role.

The Person Details page displays all details about the person provided to date. The tab labels in the Assign Organizational Roles section at the bottom of the page display the number of each role already associated with the person that you are curating (if applicable). The letter "P" beside the role label on each of the tabbed pages indicates that at least one role is pending curation.

How to Manage Identified Persons

  1. Navigate to the record of interest. See Navigating Records in Tables or Searching for Person Records.
  2. In the Action column for a given person, click Curate.

  3. In the Assign Organizational Roles section toward the bottom of the Person Details page, click the OPI (Other Person Identifiers) tab.
    The OPI page displays the research roles currently assigned to the organization (if applicable).
    OPI (Other Person Identifiers) tab of the Assign Organizational Roles section

  4. Follow one of the options in the table below to continue assigning roles:
    Options for assigning roles to a person

    If there are...

    And...

    Do this

    No person identifier role records displayed

    You want to add a role

    Proceed to the next step.

    One or more person identifier role records displayed

    The information for them is correct

    Proceed with other aspects of the person curation.

    One or more person identifier role records displayed

    The information for them is incorrect

    In the Action column for the record you want to modify, click Edit, and proceed to Select Affiliated Organization.

  5. To add a role, click Add Other Person Identifier.
    The Create Other Person Identifier page appears.
    Create Other Person Identifier page
    Create Other Person Identifier Page – Role Information
  6. Click Select Affiliated Organization.
    The Find Organization(s) page appears.
  7. Search for and select the affiliated organization. For instructions on finding organizations, see Searching For Organization Records.
    The organization you selected is displayed in the Other Person Identifier Role Information section.
  8. From the Role Status drop-down list, select the curation status of the organization role. If you have supplied all the necessary information, select Active.
    The organization you selected is displayed in the Identified Organization Role Information section.
  9. If appropriate, change the Role Status to Active.

  10. Complete the rest of the Assigned ISO II (International Organization for Standardization Instance Identifier) fields to create a unique identifier for the affiliated organization in its current role. Select or enter the appropriate information in the text fields and drop-down lists. Fields are described in the following table. Items with an asterisk are required fields.

    Field Label

    Description/Instructions

    Displayable

    Indicate whether the identifier is intended for human display and data entry. Select TRUE to indicate that it is displayable; and FALSE if it is not.

    Extension*

    Type the identifier that, when joined with the root, identifies the organization/role as a unique object.

    Identifier Name

    Type the human-readable, descriptive name for the namespace represented in the root.

    Reliability

    Optionally, specify the reliability with which this identifier is known. The HL7 Identifier Scope code values are as follows:

    Root*

    Type the name of the parent organization that guarantees its global uniqueness.

    Scope

    Optionally, specify the scope code. Valid HL7 Identifier Scope code values are as follows:

  11. Click Save, then click Return to Person Details.