Directory and catalogs
The Directory and catalogs are the shared, installation-wide records the rest of Erde points at: the Organizations you work with, the Contacts at those organizations, the Laboratories that analyze your Samples, and the Equipment used in the field. These catalogs are global — they are not scoped to any one Site or Project, so a single record is referenced from many places. This section is for the internal users who curate those records.
You manage them in the top-level Data Management area (route
/data-management). The Directory group holds Organizations,
Contacts, and Laboratories; the Configuration group includes
Equipment. Any internal user can view a catalog; creating, editing, and deleting
records requires the Administrator, Data Manager, or Manager role.
In this section
- Organizations — the companies and agencies Erde tracks (clients, consultants, regulators, drillers, laboratories), each classified by an Organization Type.
- Contacts — the people at an Organization: their name, role, contact details, and which one is the primary contact.
- Laboratories — an Organization designated as a laboratory so it can be assigned to a Chain of Custody or a Lab Report.
- Equipment — field instruments and gear, classified by an Equipment Type, that Field Monitoring records can reference.
How the catalogs relate
An Organization owns its Contacts, and an Organization can be designated a Laboratory. A Laboratory may be referenced — optionally — by Chain of Custody and Lab Report records. Equipment may be referenced — optionally — by the Field Monitoring records: Water Levels, Well Purges, Field Parameter Sessions, and continuous Loggers.
Figure: An Organization owns its Contacts and may be a Laboratory; Laboratory and Equipment records are referenced, optionally, by the records that use them.
These are global catalogs that internal users manage directly. Their reference-data backings — Organization Type and Equipment Type — are curated separately by Data Stewards in the Reference Data area.