ICA-AtoM - User contributions [en]

ICA-AtoM users

2011-12-21T15:51:43Z

Archeion:

As of June 2011 there are approximately 150-200 institutions worldwide running ICA-AtoM. Here are some examples:

* [http://memorybc.ca/ MemoryBC: BC archival union list]
* [http://archief.vioe.be/ Archief van het Vlaams Instituut voor het Onroerend Erfgoed] (Dutch)
* [http://www.carbica.org/migan/index.php/;repository/browse MIGAN - the directory of Caribbean archival institutions] (English/French)
* [http://archivo.ateneodemadrid.es Archivo del Ateneo de Madrid] (Spanish)
* [http://sain.scaa.sk.ca/collections/ Saskatchewan Archival Information Network Collections Database]
* [http://search.nbca.unbc.ca/;informationobject/browse University of Northern British Columbia Archives]
* [http://ica-atom.org/strathclyde/index.php/;informationobject/browse University of Strathclyde Archives]
* [http://atom.archives.unesco.org/ag-4-general-conference-documents-c;isad UNESCO Archives]
* [http://www.dart.ipsr.mahidol.ac.th/index.php/n56S2;isad Digital Archive of Research on Thailand]
* [http://acervo.cidarq.ufg.br/index.php/iuryy;isad Acervos Arquivísticos] (Portuguese)
* [http://ica-atom.org/whistler/;digitalobject/browse?mediatype=136 Whistler Museum and Archives]
* [http://www.ltiarchives.ca Leeds and the Thousand Islands Archives]
* [http://mniarchives.org/icaatom-1.1/index.php/ Montreal Neurological Institute Archives]
* [http://cad.cgtp.pt/ica/ Centro de Arquivo e Documentação CGTP-IN] (Portuguese)
* [http://archeion.ca Archeion: Ontario's Archival Information Network]
* [http://icaatom.coc.fiocruz.br/ Casa de Oswaldo Cruz] (Portuguese)
* [http://nanna.lib.umanitoba.ca/icaatom Manitoba Archival Information Network]

Please feel free to [[Special:UserLogin|add a link]] to your ICA-AtoM installation.

Add a new archival description

2011-12-16T14:36:57Z

Archeion: /* Add a new child description */

[[Main Page]] > [[User manual]] > [[Add/edit content]] > [[Add/edit archival descriptions]] > Create a new archival description

<div class="clearfix">

== Add a new top level description ==

# In the [[Glossary#Main menu|main menu]], hover your cursor over the "Add" menu.[[Image:addNew.png|500px|right|thumb|Go to Add > Archival descriptions]]
# Select "Archival descriptions" from the drop-down menu.
# ICA-AtoM takes you to a blank [[Glossary#Edit page|edit page]] for data entry.
# On loading, the [[Glossary#Edit page|edit page]] displays the record with all [[Glossary#Information area|information areas]] closed; click on an [[Glossary#Information area|information area]] to access the [[Glossary#Field|fields]] grouped under it. Enter data as required.
# You can quit the create process at any time by clicking the "Cancel" button in the [[Glossary#Button block|button block]]; no new record will be created.[[Image:archDescCreate.png|500px|right|thumb|Save (create) or cancel the new record]]
# Click the [[Glossary#Create button|"Create" button]] in the [[Glossary#Button block|button block]] to save the new record.

</div>

== Add a new child description ==

Create new [[Glossary#Child record|child records]] in one of two ways:

# In the [[Glossary#Archival description|archival description]] [[Glossary#View page|view page]], click the "Add new" button in the [[Glossary#Button block|button block]]; this will create a new description that is one [[Glossary#Level of description|level of description]] below the description currently in the [[Glossary#View page|view page]]. When the record is saved, you will be able to see the new [[Glossary#Child record|child records]] in the [[Glossary#Context menu|context menu]]. Navigate to the descriptions to add data as needed.[[Image:archDescButtonBlock.png|500px|right|thumb|Click the "Add new" button in the button block to create a new child record]]
# In the [[Glossary#Archival description|archival description]] [[Glossary#Edit page|edit page]], in the identity [[Glossary#Information area|information area]], enter the relevant data under "Add new child levels". Note that you can add as many levels as needed at one time; for example, to add multiple series to a fonds or collection, fill in the [[Glossary#Field|fields]] and add as many series as desired. When the record is saved, you will be able to see the new [[Glossary#Child record|child records]] in the [[Glossary#Context menu|context menu]]. Navigate to the descriptions to add data as needed.[[Image:archDescAddNew.png|500px|right|thumb|Add multiple new child records to a parent record]]

</div>

<div class="clearfix">

</div>

== Duplicate an existing description ==

# At the bottom of the archival description [[Glossary#edit page|edit page]] click the [[Glossary#Duplicate button|duplicate button]] in the button block to make a duplicate archival description.[[Image:duplicateButtonBlock.png|500px|right|thumb|Click the "Duplicate" button in the button block to make a duplicate descriptive record]]
# The user is directed to a new screen and can [[Glossary#Edit duplicate|edit the duplicate archival description]], which is an exact duplicate of the original archival description. Before starting the [[Glossary#edit page|edit page]] provides a warning.
# After editing the duplicate archival description, the user can cancel or save the changes.[[Image:editduplicate.png|500px|right|thumb|Warning shown to user in duplicate record edit page]]
# Saving the changes creates a new [[Glossary#Archival description|archival description]].

</div>

[[Category:User manual]]

RS-3

2011-12-08T14:51:18Z

Archeion: /* 5.3 Description area */ Added heading 'Geographical and cultural context' to 5.3.2

__NOTOC__
[[Image:isdiahCover.png|500px|right|thumb|International Standard For Describing Institutions with Archival Holdings]]

<span class="pageTitle">ISDIAH: International Standard For Describing Institutions with Archival Holdings</span>

[[Main Page]] > [[Requirement sources]] > ISDIAH

[http://www.ica.org/en/node/38884 Download the official, complete standard from the ICA website]

Preface

[[#1|1. Introduction]]

2. Related standards and guidelines

3. Glossary of terms and definitions

[[#4|4. Structure and use of the standard]]

[[#5|5. Elements of description]]
*[[#5.1|5.1 Identity area]]
*[[#5.2|5.2 Contact area]]
*[[#5.3|5.3 Description area]]
*[[#5.4|5.4 Access area]]
*[[#5.5|5.5 Services area]]
*[[#5.6|5.6 Control area]]

[[#6|6. Relating archival institutions descriptions to archival materials and their creators]]

Appendix: full examples

<span id="1"></span>
== 1 Introduction ==

<span id="1.1"></span>
'''1.1'''

This standard provides general rules for the standardisation of descriptions of institutions with archival holdings, thus enabling:

*the provision of practical guidance on identifying and contacting institutions with archival holdings, and accessing holdings and available services

*the generation of directories of institutions with archival holdings and/or authority lists

*the establishment of connections with authority lists of libraries and museums and/or developing common directories of cultural heritage institutions at a regional, national and international level; and the production of statistics on institutions with archival holdings, at a regional, national or international level.

<span id="1.2"></span>
'''1.2'''

These descriptions may be used:
*a. to describe institutions as units within an archival descriptive system;
*b. to serve as a standardised access point for institutions with archival holdings, within a directory, archival information system or network; and/or
*c. to document relationships between institutions and between those entities and the archives they hold

<span id="1.3"></span>
'''1.3'''

The main purpose of the standard is to facilitate the description of institutions whose primary function is to keep archives and to make them available to the general public. But other entities such as cultural institutions (libraries, museums), businesses, families or individuals may hold archives. This standard or an appropriate subset of its elements can be applied to all entities which provide access to the records they hold.

<span id="1.4"></span>
'''1.4'''

In addition, this standard makes provision for linking from information about institutions to descriptions of the records they hold and their creators. These descriptions should comply with ISAD(G) and ISAAR(CPF). Links to archival materials may be established according to arrangement or classification schemes applied by the institutions with archival holdings, enabling them to maintain intellectual control over their fonds.

<span id="1.5"></span>
'''1.5'''

As corporate bodies, persons or families, the holders of archival materials may be described in ISAAR(CPF) compliant authority records including the appropriate elements of description as indicated in ISDIAH. Otherwise, the description of holders may be included in separate authority files. In this case, links between the relevant authority records should be made.

<span id="4"></span>
== 4. Structure and use of the standard ==

<span id="4.1"></span>
'''4.1'''

This standard determines the type of information that could be included in descriptions of institutions with archival holdings and provides guidance on how such descriptions may be deployed in an archival information system. The content of the information elements included in the descriptions will be determined by the conventions and/or rules that the agency follows. It is recommended that each country should establish and maintain a unique identifier for each institution with archival holdings. This should be consistent with any other systems for codifying cultural institutions developed at an international level.

<span id="4.2"></span>
'''4.2'''

This standard consists of information elements, each of which contains:
*a. the name of the element of description;
*b. a statement of purpose for the element of description;
*c. a statement of the rule(s) and data constraints applicable to the element; and
*d. where applicable, examples illustrating implementation of the rule.

<span id="4.3"></span>
'''4.3'''

Paragraphs are numbered and these numbers are given for citation purposes only. They should not be used to designate elements of description or to prescribe the order or structure of descriptive resources.

<span id="4.4"></span>
'''4.4'''

The elements of description for institutions with archival holdings are organised into six information areas:

1. Identity Area

(where information is conveyed which uniquely identifies the institution with archival holdings and which defines standardised access points)

2. Contact Area

(where information is provided on how to contact the institution with archival holdings)

3. Description Area

(where relevant information is conveyed about the history, current structure and collecting policy of the institution with archival holdings)

4. Access Area

(where information is given about how to access the institution with archival holdings: public opening hours, any restrictions to access, etc.)

5. Services Area

(where relevant information is conveyed about the technical services offered by the institution with archival holdings)

6. Control Area

(where the description of the institution with archival holdings is uniquely identified and information is recorded on how, when and by which agency the description was created and maintained).

<span id="4.5"></span>
'''4.5'''

This standard also makes provision in Chapter 6 for linking from information about institutions with archival holdings to multilevel descriptions compliant with ISAD(G) and to descriptions of corporate bodies, families and persons as creators of archival material compliant with ISAAR(CPF). Note that the description of an institution may be linked to as many descriptions of archival material and/or authority records as required.

<span id="4.6"></span>
'''4.6'''

The appendix provides full examples of descriptions of institutions with archival holdings compiled in accordance with this standard. See also [[#4.11|4.11]].

<span id="4.7"></span>
'''4.7'''

All the elements covered by these rules are available for use, but the following elements are mandatory:
*''Identifier'' (element [[#5.1.1|5.1.1]]);
*''Authorised form(s) of name'' (element [[#5.1.2|5.1.2]]); and
*''Location and address(es)'' (element [[#5.2.1|5.2.1]]).

<span id="4.8"></span>
'''4.8'''

In a description of an institution with archival holdings, the use and format of optional elements of description will be determined by the nature of the institution being described and the intended use of the description within a particular information system or network.

<span id="4.9"></span>
'''4.9'''

When the standard is applied to describe entities other than institutions whose primary function is to keep archives, use the appropriate subset of elements. For example, privacy requirements must be considered when the custodian is an individual or a family.

<span id="4.10"></span>
'''4.10'''

Many of the elements in the description of an institution with archival holdings, established in accordance with the present standard, can be used as access points. Rules and conventions for standardising access points may be developed nationally or separately for each language. Vocabularies and conventions to be used in creating or selecting the data content for these elements may also be developed nationally or separately for each language.

<span id="4.11"></span>
'''4.11'''

Examples provided throughout the standard are illustrative and not prescriptive. They illuminate the provisions of the rules to which they are attached, rather than extend those provisions. Do not take the examples, or the form in which they are presented, as instructions. To clarify the context, each example is followed by an indication in italic text of the name of the agency that supplied the example. Further explanatory notes may follow, also in italics, preceded by the word ''Note''.

<span id="4.12"></span>
'''4.12'''

This standard is intended to be used in conjunction with ISAD(G) - ''General International Standard Archival Description'', 2nd edition, ISAAR(CPF) – ''International Standard Archival Authority Records for Corporate Bodies, Persons and Families'', 2nd edition, ISDF – International Standard for Describing Functions, 1st edition, and with national archival descriptive standards. When these standards are used together within the context of an archival descriptive system or network, descriptions of institutions with archival holdings will be linked to descriptions of archival material and to authority records, and vice versa. See Chapter 6 for guidance on how these links may be created.

<span id="4.13"></span>
'''4.13'''

This standard addresses only some of the conditions needed to support the exchange of information about institutions with archival holdings. Successful automated exchange of information about institutions with archival holdings over computer networks is dependent upon the adoption of a suitable communication format by the repositories involved in the exchange. This standard is intended to be used as the basis for a development of communication and/or data exchange formats.

<span id="5"></span>

== 5. Elements of description ==

<span id="5.1"></span>
=== 5.1 Identity area ===

<span id="5.1.1"></span>
'''5.1.1 Identifier'''

''Purpose:''

To provide a unique numeric or alpha-numeric code identifying the institution with archival holdings.

''Rule:''

Record the numeric or alpha-numeric code identifying the institution with archival holdings in accordance with the relevant international and national standards.

<span id="5.1.2"></span>
'''5.1.2 Authorised form(s) of name'''

''Purpose:''

To create an authorised access point that uniquely identifies the institution with archival holdings.

''Rule:''

Record the standardised form of name of the institution with archival holdings, adding appropriate qualifiers (for instance dates, place, etc.), if necessary. Specify separately in the Rules and/or conventions element (5.6.3) which set of rules has been applied for this element.

<span id="5.1.3"></span>
'''5.1.3 Parallel form(s) of name'''

''Purpose:''

To indicate the various forms in which the Authorised form of name of an institution with archival holdings occurs in other languages or script form(s).

''Rule:''

Record the parallel form(s) of name of the institution with archival holdings in accordance with any relevant national or international conventions or rules applied by the agency that created the description, including any necessary sub elements and/or qualifiers required by those conventions or rules. Specify in the Rules and/or conventions element (5.6.3) which rules have been applied.

<span id="5.1.4"></span>
'''5.1.4 Other form(s) of name'''

''Purpose:''

To indicate any other name(s) for the institution with archival holdings not used elsewhere in the Identity Area.

''Rule:''

Record any other name(s) by which the institution with archival holdings may be known. This could include other forms of the same name, acronyms; other institutional names; or changes of name over time, including, if possible, relevant dates.

<span id="5.1.5"></span>
'''5.1.5 Type'''

''Purpose:''

To identify the type of an institution with archival holdings.

''Rule:''

Identify the type of the institution with archival holdings.

Note: different consistent systems of criteria can be used and/or combined to classify institutions with archival holdings, in accordance with any relevant national or international conventions, rules or controlled vocabularies.

<span id="5.2"></span>
=== 5.2 Contact area ===

<span id="5.2.1"></span>
'''5.2.1 Location and address(es)'''

''Purpose:''

To provide all relevant addresses for the institution with archival holdings, both physical and electronic.

''Rule:''

Record the location(s) for public access to the institution with archival holdings (streetaddress, postal code, city, province, county or state, country, etc.). Indicate any other relevant addresses (for example addresses of other facilities). Also record the electronic address used by the institution (for example the URL of their website).

<span id="5.2.2"></span>
'''5.2.2 Telephone, fax, email'''

''Purpose:''

To provide details necessary to contact the institution with archival holdings.

''Rule:''

Record the telephone, fax, and/or email addresses and other electronic tools which can be used to contact and/or communicate with the institution with archival holdings.

<span id="5.2.3"></span>
'''5.2.3 Contact person'''

''Purpose:''

To provide users with all the information needed to contact members of staff.

''Rule:''

Record the name, the contact details and the position of the members of staff (first name, surname, area of responsibility, email, etc.). This information may relate to the ''Administrative structure'' element ([[#5.3.4|5.3.4]]).

<span id="5.3"></span>

=== 5.3 Description area ===

<span id=""></span>
'''5.3.1 History of the institution with archival holdings'''

''Purpose:''

To provide a concise history of the institution with archival holdings.

''Rule:''

Record any relevant information about the history of the institution with archival holdings. This element may include information on dates of establishment, changes of names, changes of legislative mandates, or of any other sources of authority for the institution with archival holdings.

<span id="5.3.2"></span>
'''5.3.2 Geographical and cultural context

''Purpose:''

To provide information about the geographical and cultural context of the institution with archival holdings.

''Rule:''

Identify the geographical area the institution with archival holdings belongs to. Record any other relevant information about the cultural context.

<span id="5.3.3"></span>
'''5.3.3 Mandate / Sources of authority'''

''Purpose:''

To indicate the sources of authority for the institution with archival holdings in terms of its powers, functions, responsibilities or sphere of activities, including territorial.

''Rule:''

Record any document, law, directive or charter which acts as a source of authority for the powers, functions and responsibilities of the institution with archival holdings, together with information on the jurisdiction(s) and covering dates when the mandate(s) applied or were changed.

<span id="5.3.4"></span>
'''5.3.4 Administrative structure'''

''Purpose:''

To represent the current administrative structure of the institution with archival holdings.

''Rule:''

Describe, in narrative form or using organisational charts, the current administrative structure of the institution with archival holdings.

<span id="5.3.5"></span>
'''5.3.5 Records management and collecting policies'''

''Purpose:''

To provide information about the records management and collecting policies of the institution with archival holdings.

''Rule:''

Record information about the records management and collecting policies of the institution with archival holdings. Define the scope and nature of material which the institution with archival holdings accessions. Indicate whether the repository seeks to acquire archival materials by transfer, gift, purchase and/or loan. If the policy includes active survey and/or rescue work, this might be spelt out.

<span id="5.3.6"></span>
'''5.3.6 Building(s)'''

''Purpose:''

To provide information about the building(s) of the institution with archival holdings.

''Rule:''

Record information on the building(s) of the institution with archival holdings (general and architectural characteristics of the building, capacity of storage areas, etc). Where possible, provide information which can be used for generating statistics.

<span id="5.3.7"></span>
'''5.3.7 Archival and other holdings'''

''Purpose:''

To provide a profile of the holdings of the institution.

''Rule:''

Record a short description of the holdings of the institution, describing how and when they were formed. Provide information on volume of holdings, media formats, thematic coverage, etc. See [[#6|chapter 6]] for guidance on how to establish links to archival databases and/or detailed descriptions of the holdings.

<span id="5.3.8"></span>
'''5.3.8 Finding aids and publications'''

''Purpose:''

To provide a general overview of the published and/or unpublished finding aids and guides prepared by the institution with archival holdings and any other relevant publications.

''Rule:''

Record the title and other pertinent details of the published and/or unpublished finding aids and guides prepared by the institution with archival holdings and of any other relevant publications. Use ISO 690 ''Information and documentation – Bibliographic references'' and other national or international cataloguing rules. See [[#6|chapter 6]] for guidance on how to establish links to online archival catalogues and/or finding aids.

<span id="5.4"></span>

=== 5.4 Access area ===

<span id="5.4.1"></span>
'''5.4.1 Opening times'''

''Purpose:''

To provide information on opening times and dates of annual closures.

''Rule:''

Record the opening hours of the institution with archival holdings and annual, seasonal and public holidays, and any other planned closures. Describe times associated with the availability and/or delivery of services (for example, exhibition spaces, reference services, etc.).

<span id="5.4.2"></span>
'''5.4.2 Conditions and requirements for access and use'''

''Purpose:''

To provide information about the conditions, requirements and procedures for access to, and use of institutional services.

''Rule:''

Describe access policies, including any restrictions and/or regulations for the use of materials and facilities. Record information about registration, appointments, readers’ tickets, letters of introduction, admission fees, etc. Where appropriate, make reference to the relevant legislation.

<span id="5.4.3"></span>
'''5.4.3 Disabled access'''

''Purpose:''

To provide accessibility information related to the institution and its services.

''Rule:''

Record information about travelling to the institution and details for users with disabilities, including building features, specialised equipment or tools, parking or lifts.

<span id="5.5"></span>
=== 5.5 Services area ===

<span id="5.5.1"></span>
'''5.5.1 Research services'''

''Purpose:''

To describe the research services provided by the institution with archival holdings.

''Rule:''

Record information about the onsite services provided by the institution with archival holdings such as languages spoken by staff, research and consultation rooms, enquiry services, internal libraries, map, microfiches, audio-visual, computer rooms, etc. Record as well any relevant information about research services, such as researchundertaken by the institution with archival holdings, and the fee charge if applicable.

<span id="5.5.2"></span>
'''5.5.2 Reproduction services'''

''Purpose:''

To provide information about reproduction services.

''Rule:''

Record information about reproduction services available to the public (microfilms, photocopies, photographs, digitised copies). Specify general conditions and restrictions to the services including applicable fees and publication rules.

<span id="5.5.3"></span>
'''5.5.3 Public areas'''

''Purpose:''

To provide information about areas of the institution available for public use.

''Rule:''

Record information about spaces available for public use (permanent or temporary exhibitions, free or charged internet connection, cash machines, cafeterias, restaurants, shops, etc.).

<span id="5.6"></span>
=== 5.6 Control area ===

<span id="5.6.1"></span>
'''5.6.1 Description identifier'''

''Purpose:''

To identify the description of the institution with archival holdings uniquely within the context in which it will be used.

''Rule:''

Record a unique description identifier in accordance with local and/or national conventions. If the description is to be used internationally, record the code of the country in which the description was created in accordance with the latest version of ISO 3166 ''Codes for the representation of names of countries''. Where the creator of the description is an international organisation, give the organisational identifier in place of the country code.

<span id="5.6.2"></span>
'''5.6.2 Institution identifier'''

''Purpose:''

To identify the agency(ies) responsible for the description.

''Rule:''

Record the full authorised form of name(s) of the agency(ies) responsible for creating, modifying or disseminating the description or, alternatively, record a code for the agency in accordance with the national or international agency code standard.

<span id="5.6.3"></span>
'''5.6.3 Rules and/or conventions used'''

''Purpose:''

To identify the national or international conventions or rules applied in creating the description.

''Rule:''

Record the names, and where useful the editions or publication dates, of the conventions or rules applied. Specify separately which rules have been applied for creating the Authorised form of name. Include reference to any system(s) of dating used to identify dates in this description (e.g. ISO 8601).

<span id="5.6.4"></span>
'''5.6.4 Status'''

''Purpose:''

To indicate the drafting status of the description so that users can understand the current status of the description.

''Rule:''

Record the current status of the description, indicating whether it is a draft, finalized and/or revised or deleted.

<span id="5.6.5"></span>
'''5.6.5 Level of detail'''

''Purpose:''

To indicate whether the description applies a minimal, partial or a full level of detail.

''Rule:''

Record whether the description consists of a minimal, partial or full level of detail in accordance with relevant international and/or national guidelines and/or rules. In the absence of national guidelines or rules, minimal descriptions are those that consist only of the three essential elements of an ISDIAH compliant description (see [[#4.7|4.7]]), while full descriptions are those that convey information for all relevant ISDIAH elements of description.

<span id="5.6.6"></span>
'''5.6.6 Dates of creation, revision or deletion'''

''Purpose:''

To indicate when this description was created, revised or deleted.

''Rule:''

Record the date the description was created and the dates of any revisions to the description. Specify in the ''Rules and/or conventions'' element ([[#5.6.3|5.6.3]]) the system(s) of dating used, e.g. ISO 8601.

<span id="5.6.7"></span>
'''5.6.7 Language(s) and script(s)'''

''Purpose:''

To indicate the language(s) and/or script(s) used to create the description of the institution with archival holdings.

''Rule:''

Record the language(s) and/or script(s) of the description. Include the appropriate ISO codes for languages (ISO 639-2 ''Codes for the representation of names of languages'') and/or scripts (ISO 15924 ''Codes for the representation of names of scripts'').

<span id="5.6.8"></span>
'''5.6.8 Sources'''

''Purpose:''

To indicate the sources consulted in creating the description of the institution with archival holdings.

''Rule:''

Record the sources consulted in establishing the description of the institution with archival holdings.

<span id="5.6.9"></span>
'''5.6.9 Maintenance notes'''

''Purpose:''

To document additional information relating to the creation of and changes to the description.

''Rule:''

Record notes pertinent to the creation and maintenance of the description. For example, the names of persons responsible for creating and/or revising the description may be recorded here.

<span id="6"></span>
== 6. Relating archival institutions descriptions to archival materials and their creators ==

Descriptions of institutions with archival holdings are created primarily to provide details on the holders of archival materials and to give information required to access the documents. To make this documentation more useful it is necessary to link the descriptions of institutions which hold archives to descriptions of the archival materials. When such linkages are made it is important to describe the nature of the relationship between the institution with archival holdings and the linked archival materials. Authority records of the creators of records held by these institutions can be linked as well and used as an additional access point. This Section provides guidance on how such linkages can be created in the context of an archival descriptive system.

Note: links between institutions which hold archives and archival materials may be made according to classification schemes and/or other arrangement criteria applied by the institution with archival holdings to give a meaningful order to the fonds held. Usually, the classification schemes or arrangement criteria aim to represent State structure, sequence of political regimes and/or typology of archival materials and/or of their creators (governmental, private, business, etc.).

<span id="6.1"></span>
'''6.1 Title and identifier of related archival material'''

''Purpose:''

To identify the related archival material and/or enable the linking of the description of the institution with archival holdings to a description of the related archival material, where such descriptions exist.

''Rule:''

Provide the title and the identifier for the related archival material.

<span id="6.2"></span>
'''6.2 Description of relationship'''

''Purpose:''

To define the relationship between the institution with archival holdings and the fonds or collection according to a classification scheme and/or arrangement criterion.

''Rule:''

Qualify the relationship between the institution with archival holdings and the fonds or collection, applying the classification scheme and/or the arrangement criterion adopted by the institution with archival holdings.

Describe the classification scheme and/or the arrangement criterion in the ''Rules and/or conventions'' element ([[#5.6.3|5.6.3]]).

<span id="6.3"></span>
'''6.3 Dates of relationship'''

''Purpose:''

To provide the dates of the relationship between the institution with archival holdings and the related archival material.

''Rule:''

Record any relevant dates of the relationships between the institution with archival holdings and the related archival material.

<span id="6.4"></span>
'''6.4 Authorised form(s) of name and identifier of related authority record'''

''Purpose:''

To identify the related records creator by linking the description of the institution with archival holdings to a description of the related records creator, where such descriptions exist.

''Rule:''

Provide the authorised form(s) of name and the identifier of the authority record for the related records creator.

Glossary

2011-11-23T23:30:15Z

Archeion: /* Authority record */

This page provides definitions of terms used throughout ICA-AtoM's system and user documentation.

== About page ==

The about page provides general information on ICA-AtoM. It can be reached via the [[#User menu|user menu]] in the top right-hand corner of the page. The content of the about page can be edited by [[#Administrator|administrators]] (see [[Manage static pages]]).

== Accession record ==

The accession record is an administrative and descriptive document that summarizes standard information about the process of transferring materials to a repository, including information about the provenance, contents and legal and physical transfer of the records such as, rights and restrictions. See [[Entity types]]

== Access point ==

An access point is "A name, term, keyword, phrase or code that may be used to search, identify and locate an archival description." (ISAD glossary). In ICA-AtoM, access points are derived from [[#Authority record|authority records]] and [[#Taxonomy|taxonomies]] created and customized by users. See [[Add/edit terms]].

== Access privilege ==

Access privileges control the ways a user is able to interact with ICA-AtoM. For example, some users are able to add and edit content while others may only be able to search and browse content. Access privileges are based on defined [[#User role|user roles]] (see [[User roles]]).

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== Add menu ==

[[Image:addMenu.png|500px|right|thumb|Add menu]]

The "Add" menu allows authorized users to add new [[#Archival description|archival descriptions]], [[#Authority record|authority records]], [[#Archival institution|archival institutions]], [[#Term|terms]], and [[Glossary#Function|functions]]. Only logged-in users can see the "Add" menu.

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== Add new button ==

[[Image:archDescButtonBlockSmall.png|500px|right|thumb|Add new button in archival description button block - top center]]

The add new button is located in the [[#Button block|button block]] of the [[#View page|view page]] and allows users to add new records ([[#Archival description|archival descriptions]], [[#Authority record|authority records]], [[#Archival institution|archival institutions]], and [[#Term|terms]]) to ICA-AtoM.

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== Admin menu ==

[[Image:adminMenu.png|500px|right|thumb|Admin menu]]

The admin menu allows users with [[#Administrator|administrator]] access to customize ICA-AtoM to meet institution-specific requirements and to manage [[#User account|user accounts]] and [[#User profile|user profiles]] (see [[Administer]]).

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== Administrator ==

The administrator is a type of user who has [[#Access privilege|access privileges]] to do the following: install or uninstall ICA-AtoM; create, read, update, or delete any record; customize ICA-AtoM to institution-specific requirements; and manage [[#User account|user accounts]] and [[#User profile|user profiles]] (see [[User roles]] and [[Administer]]).

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== Advanced search ==

[[Image:advsearch_options.png|400px|right|thumb|Advanced search screen]]

The advanced search is used to find descriptions in ICA-AtoM that contain text matching a search query. The advanced search hyperlink is located over the main search box on the ICA-AtoM home page. The user can select "and, or, not" operators, search term or phrase, and specific fields to create a powerful search query. The option to apply filters to limit or narrow the search are provided.

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== Archival description ==

An archival description is a body of information about an archival record or records. The descriptions provide contextual information about the archival materials and are arranged into hierarchical levels ([[#Fonds|fonds]], series, files, items, and variations of these in accordance with institutional standards). In ICA-AtoM the [[#Data element|data elements]] used for describing archival records are derived from the ICA's General International Standard Archival Description (ISAD). See [[Entity types]] and [[Add/edit archival descriptions]].

== Archival institution ==

An archival institution is "An organization which keeps and preserves archival material and makes it accessible to the public" (ISDIAH glossary). In ICA-AtoM the [[#Data element|data elements]] used to describe such institutions are based on the ICA's International Standard for Describing Institutions with Archival Holdings (ISDIAH). See [[entity types]] and [[Add/edit archival institutions]].

== Archival unit ==

Archival unit is a generic term for an aggregation of archival materials. A unit can be a [[#Fonds|fonds]], series, file, item, or variation thereof, depending on institutional standards. A unit may be divided into sub-units for the purposes of description: e.g. a [[#Fonds|fonds]] may contain several series, each of which may contain several files, and so forth. The smallest (and therefore indivisible) unit is the item.

== Authority record ==

In ICA-AtoM, authority records are collections of information about actors - corporate bodies, persons, or families - who interact with archival materials, typically as [[#Creator|creators]]. The [[#Data element|data elements]] used to describe authority records are based on the ICA's International Standard Archival Authority Record for Corporate Bodies, Persons and Families (ISAAR). ISAAR defines authority record as "The authorized form of name combined with other information elements that identify and describe the named entity and may also point to other related authority records." See [[Entity types]] and [[Add/edit authority records]].

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== Browse menu ==

[[Image:browseOptions.png|500px|right|thumb|Browse menu just below the search box in the default Caribou theme]]

Browsing allows a user to see all records that have a certain type of [[#Access point|access point]] (such as [[#Subject|subject]], [[#Name|name]], or [[#Place|place]]) or other type of filter, such as [[#Media type|media type]] or type of [[#Entity|entity]]. In ICA-AtoM's default theme (the Caribou theme) the browse menu appears in a horizontal row below the [[#Search box|search box]]; in the Alouette and Columbia themes the browse menu is displayed in a vertical box above and to the right of the [[#Search box|search box]].

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== Button block ==

[[Image:archDescButtonBlockSmall.png|500px|right|thumb|Button block - archival description view page]]

The button block allows authorized users to add, delete, move and duplicate content and to save or cancel changes made in the [[#Edit page|edit pages]].

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== Child record ==

Child record refers to a description of the [[#Archival unit|archival unit]] that is one [[#Level of description|level of description]] lower than the current unit, e.g. if a series belongs to a fonds, the series is the child record of the fonds.

== Collection ==

In ISAD, a collection is "[a]n artificial assemblage of documents accumulated on the basis of some common characteristic without regard to the provenance of those documents. Not to be confused with an archival fonds." In Rules for Archival Description, it is "[a] grouping of documents of any provenance intentionally assembled on the basis of some common characteristic." In Dublin Core, a collection is "[a]n aggregation of resources. A collection is described as a group; its parts may also be separately described."

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== Column header ==

[[Image:columnHeader.png|500px|right|thumb|Column header (the orange bar at the top of the list)]]

Column headers appear at the top of the lists on list pages and [[Page types#Browse results|browse results]] and give the name of the [[#Field|field]] for whatever is being listed below.

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== Context menu ==

[[Image:context.png|500px|right|thumb|Context menu for an archival description showing archival institution, name of creator and other records in the same fonds]]

The context menu appears on all [[#View page|view]] and [[#Edit page|edit pages]] to show the current record's relationships to other records, with links, e.g. they show the hierarchical placement of [[#Archival description|archival descriptions]] within a [[#Fonds|fonds]] and the relationship between [[#Archival institution|archival institutions]], [[#Authority record|authority records]], and archival holdings. See [[Context menu]].

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== Contributor ==

A contributor is a type of user who can search, browse, create, and edit descriptions. See [[User roles]].

== Controlled vocabulary ==

A controlled vocabulary is a set of pre-defined, authorized [[#Term|terms]] grouped into [[#Taxonomy|taxonomies]] or entered into [[#Authority record|authority records]] and used for generating [[#Value list|value lists]] and [[#Access point|access points]]. See [[Add/edit terms]].

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== Cover flow ==

[[Image:coverFlow.png|500px|right|thumb|Cover flow: scroll through the images by moving the black dot or by using your keyboard arrows]]

[[wikipedia:Cover flow|Cover flow]] show sets of [[#Thumbnail|thumbnails]] of [[#Digital object|digital objects]] and allows the user to scroll through the [[#Thumbnail|thumbnails]] using a mouse or keyboard scroll arrows. In ICA-AtoM a cover flow viewer appears in the [[#Context menu|context menu]] of [[#Archival description|archival descriptions]] whenever there are associated lower-level descriptions that have digital objects attached.

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== Create button ==

The create button, located on the [[#Button block|button block]], is used to save new [[#Entity|entities]]. Once an entity has been saved for the first time, the create button disappears and is replaced by the "Save" button, which is used to save all subsequent changes.

== Creator ==

A creator is "Any entity (corporate body, family or person) that created, accumulated and/or maintained records in the conduct of personal or corporate activity" (ISAAR glossary). In ICA-AtoM, the creator is described in an [[#Authority record|authority record]] linked to an [[#Archival description|archival description]], usually at the highest [[#Level of description|level of description]] only. Lower levels inherit the creator from the [[#Parent record|parent record]], unless a different creator is specified. ICA-AtoM can accommodate multiple creators at all [[#Level of description|levels of description]]. See [[ISAD#Context area|Context area]].

== Current language ==

Refers to the language in which the [[#User interface|user interface]] elements and [[#Database content|database content]] are displayed. Users can switch between languages by using the [[#Language menu|language menu]].

== Data element ==

Data elements, or elements of description, are ICA standards-based units of information applied to [[#Archival description|archival descriptions]], [[#Authority record|authority records]], [[#Archival institution|archival institutions]], and [[#Term|terms]]. The elements are entered into [[#Field|fields]] in ICA-AtoM's [[#Edit page|edit pages]].

== Database content ==

Database content refers to information stored in ICA-Atom's database tables, including [[#Data element|data elements]], [[#Static page|static page]] content, and [[#User profile|user profile]] information.

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== Default content ==

[[Image:defaultContent.png|500px|right|thumb|Default values for levels of description. These can be modified to suit institutional requirements.]]

Default content is any [[#Database content|database content]] that is included by default when ICA-AtoM is installed. This includes things like the default [[#Home page|home page]] and [[#Drop-down menu|drop-down menu]] values that are stored in [[#Taxonomy|taxonomies]].

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== Default language ==

The default language is the language in which all [[#User interface|user interface]] elements are displayed when ICA-AtoM is opened. The language is specified when the application is installed. Users can switch to other [[#Supported language|supported languages]] and [[#Translator|translators]] can translate [[#Database content|database content]] and [[#User interface|user interface]] elements. See [[Choose language]] and [[Translate]].

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== Delete button ==

[[Image:archDescButtonBlockSmall.png|500px|right|thumb|Delete button in archival description button block - second from left on the top]]

The delete button appears in the [[#Button block|button block]]. Clicking on the delete button will prompt a warning to appear asking whether the user really intends to delete the [[#Entity|entity]].

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== Delete icon ==

[[Image:deleteIcon.png|500px|right|thumb|Delete icons to the right of data entry fields: click on the X to delete the content]]

Delete icons are small buttons in [[#Edit page|edit pages]] used to delete values from [[#Multi-value field|multi-value fields]], such as those containing [[#Event|event]] dates or [[#Access point|access points]].

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== Developer ==

A developer is a programmer who is able to modify the underlying software code of an ICA-AtoM application. In the beta version of ICA-AtoM (1.0.9), much of the customization of the application can only be done by developers. In future releases of the software, more and more features will be customizable via [[#User interface|user interface]] elements available to [[#Administrator|administrators]].

== Digital object ==

Digital objects are computer files that can be uploaded into and displayed by ICA-AtoM. They include scanned images, digital photographs, sound and moving image files, and other scanned or born-digital items. See [[Upload digital objects]] and [[File formats]].

== Draft record ==

A draft record is an [[#Archival description|archival description]] that has not been published. All new and imported [[#Archival description|archival descriptions]] have draft status until the user changes that status to published in the gray box at the bottom of the [[#Archival description|archival description]] [[#Edit page|edit page]].

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The status is inherited from the highest [[#Level of description|level of description]]. Users who are not authenticated cannot view draft records.

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== Drop-down menu ==

[[Image:valueList.png|500px|right|thumb|A drop-down menu in an edit page]]

A drop-down list menu is a list of data-entry options that appears below certain [[#Field|fields]] in [[#Edit page|edit pages]]. Values are drawn from [[#Controlled vocabulary|controlled-vocabulary]] [[#Term|terms]], [[#Authority record|authority records]], and default data contained in ICA-AtoM's database tables.

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== Duplicate button ==
[[Image:duplicateButtonBlock.png|500px|right|thumb|Click the "Duplicate" button in the button block to make a duplicate descriptive record]]

The duplicate button appears at the bottom of the [[#View page|view page]]; clicking the button takes the user to the [[#Edit duplicate|edit duplicate]]; this page is an [[#Edit page|edit page]] that is pre-populated with the existing data from the original record. The user can edit the duplicate record page and then save it as a new record.

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== Edit duplicate ==
[[Image:editduplicate.png|500px|right|thumb|Warning shown to user in duplicate record edit page]]
After the user clicks the [[#duplicate button|duplicate button]] the [[#Edit page|edit page]] provides a warning. The user is now editing a duplicate record (automatically draft status). After editing the duplicate record the user can click the cancel or save button at the bottom of the screen.

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== Edit button ==

[[Image:archDescButtonBlockSmall.png|500px|right|thumb|Edit button in archival description button block - top left]]

The edit button appears at the bottom of [[#View page|view pages]]; clicking the button takes the user to the [[#Edit page|edit page]] for that record.

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The user can also switch between view and edit pages by clicking the [[#Title bar|title bar]].

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== Edit icon ==

[[Image:editIcon.png|500px|right|thumb|Edit icon: click on the the little pencil to edit the data]]

The edit icon appears in [[#Edit page|edit pages]] next to [[#Field|fields]] that derive data from a related record. The user clicks the icon to edit the text in the related record, e.g. to edit the "Administrative/biographical history" in an [[#Archival description|archival description]], the user must click the edit icon because the data resides in the [[#Creator|creator's]] [[#Authority record|authority record]].

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== Edit mode ==

Edit mode allows the user to add, modify, or delete the contents of [[#Archival description|archival descriptions,]] [[#Authority record|authority records]], [[#Archival institution|archival institutions]], [[#Term|terms]], and other [[#Database content|database content]] using [[#Edit page|edit pages]]. In edit mode, ICA-AtoM displays all [[#Field|fields]] in a record for data entry.

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== Edit page ==

[[Image:editPage1.png|500px|right|thumb|Edit page for an archival institution: Identity area expanded]]

Edit pages allow users to add, edit and delete the contents of [[#Archival description|archival descriptions,]] [[#Authority record|authority records]], [[#Archival institution|archival institutions]], [[#Function|functions]] and [[#Term|terms]]. They are also used to carry out administrative functions such as changing [[#User profile|user profiles]] and editing [[#Static page|static pages]].

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== Editor ==

An editor is a type of user who can search, browse, add, edit and delete [[#Archival description|archival descriptions]], [[#Authority record|authority records]], [[#Archival institution|archival institutions]], [[#Function|functions]] and [[#Term|terms]]. See [[User roles]].

== Entity ==

An entity is an object about which an information system collects data. From the user's perspective, in ICA-AtoM there are four main entities: [[#Archival description|archival descriptions]], [[#Authority record|authority records]], [[#Archival institution|archival institutions]], and [[#Term|terms]]. See [[Entity types]].

== Error message ==

An error message will display when ICA-AtoM is unable to execute an action. See [[Page types#Error|error]] for examples of types of error messages.

== Event ==

In ICA-AtoM, an event registers an action by an actor (corporate body, person, or family) at a particular time or over a span of time and may establish a relationship between the actor and other actors or [[#Entity|entities]]. This is accomplished through the use of start and end dates in the context area of the [[#Archival description|archival description]], which links the [[#Creator|creator]] or other actor to the records for the period of time delimited by the dates. See [[Entity types]] and [[ISAD#Context area|context area]].

== Field ==

A field is a container for a [[#Data element|data element]]. Content is added to or modified in fields in [[#Edit page|edit pages]].

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== Field label ==

[[Image:fieldLabel.png|500px|right|thumb|Field labels appear in the grey area to the left of the content in the archival description view page]]

Field labels identify [[#Field|fields]] in [[#View page|view pages]] and [[#Edit page|edit pages]]. In ICA-AtoM 1.0 beta, field labels can only be customized by developers working directly with the code; in a future release an interface for customizing labels will be available to [[#Administrator|administrators]].

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== Fonds ==

Fonds is an [[#Archival unit|archival unit]] defined as "The whole of the records, regardless of form or medium, organically created and/or accumulated and used by a particular person, family, or corporate body in the course of that creator's activities and functions." (ISAD glossary). In ICA-AtoM, the fonds is by default the highest [[#Level of description|level of description]]. This default can be changed by [[#Administrator|administrators]] (see [[User interface labels]]).

== Function ==

A function is a type of [[Glossary#Entity|entity]] that describes activities linked to records creation, maintenance and use. Functions in ICA-AtoM are linked to [[Glossary#Archival description|archival descriptions]], [[Glossary#Authority record|authority records]] and other functions. In ICA-AtoM the [[Glossary#Field|fields]] for describing functions are taken from the ICA's International Standard for Describing Functions (ISDF). See [[Entity types]].

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== Holdings ==

[[Image:holdings.png|500px|right|thumb|Context menu showing list of archival holdings as blue links on the right of the page]]

Holdings is a generic term referring to the records and other materials held by [[#Archival institution|archival institutions]]. In ICA-AtoM a list of holdings is displayed in the [[#Context menu|context menu]] on [[#Archival institution|archival institution]] [[#View page|view pages]]. The list is generated from the titles of [[#Archival description|archival descriptions]] that have the [[#Archival institution|archival institution]] selected as a repository (see [[ISAD#Context area|Context area]]).

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== Home page ==

The home page is the first page the user sees when opening the ICA-AtoM application. It can also be accessed via the "Home" link on the [[#User menu|user menu]] or by clicking the [[#Site logo|site logo]]. The content of the home page can be edited by [[#Administrator|administrators]] (see [[Manage static pages]]).

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== Information area ==

[[Image:infoArea.png|500px|right|thumb|Edit page showing information areas: Identity area, Context area, Content and structure area, etc.]]

Information areas appear on [[#Edit page|edit pages]] and group related [[#Field|fields]] based on the organization of elements of description in ICA descriptive standards. Clicking on an information area toggles it between closed (all [[#Field|fields]] in that area hidden) and open (all [[#Field|fields]] visible).

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== Language menu ==

[[Image:languageMenu.png|500px|right|thumb|Language menu at the top left of the page above the application logo: English selected]]

The language menu, located in the top-left corner of the page, allows the user to switch to any of the [[#Supported language|supported languages]] in ICA-AtoM. The current language is always underlined. See [[Choose language]].

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== Level of description ==

The level of description is "the position of the unit of description in the hierarchy of the fonds" (ISAD glossary). In ICA-AtoM, the level of description is selected from a [[#Value list|value list]] in the "Identity" area of an [[#Archival description|archival description]]. See [[ISAD#Identity area|Identity area]].

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== Main menu ==

[[Image:addMenu.png|500px|right|thumb|Main menu with Add menu expanded]]

The main menu is the the navigational tool located near the top of all pages for authenticated users, right below the [[#Search box|search box]]. It allows the user to navigate to all the main areas of ICA-AtoM.

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== Master digital object ==

The master digital object is the unaltered version of a [[#Digital object|digital object]] that has been uploaded to ICA-AtoM. ICA-AtoM automatically generates a [[#Thumbnail|thumbnail]] and a [[#Reference display copy|reference display copy]] of the object. Only authenticated users may view master digital objects. See [[Upload digital objects]].

== Media type ==

Media type refers to the format of uploaded [[#Digital object|digital objects]]. The media type is selected automatically by ICA-AtoM when a digital object is uploaded and the [[#Thumbnail|thumbnail]] and [[#Reference display copy|reference display copies]] of the object are generated. See [[Upload digital objects]].

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Media type [[#Term|terms]] are controlled by the media type [[#Taxonomy|taxonomy]]. ICA-AtoM ships with five [[#Term|terms]] (audio, image, text, video, other) that are locked; these cannot be edited or deleted because they are referenced by ICA-AtoM's code. [[#Editor|Editors]] and [[#Administrator|administrators]] can add new media type [[#Term|terms]], but unless developers incorporate these into the code, the system will not be able to do anything with them.

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== Multi-repository system ==

A multi-repository system exists when a single instance of ICA-AtoM is used by a [[#Network|network]] of [[#Archival institution|archival institutions]].

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== Multi-value field ==

[[Image:G Multi-value field.png|500px|right|thumb|Multi-value field showing three subject terms in an archival description.]]

A multi-value field is a [[#Field|field]] that is structured to contain more than one data entry.

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== Name ==

In ICA-AtoM, names are registered in [[#Authority record|authority records]] for corporate bodies, persons, and families who interact with archival materials as e.g. [[#Creator|creators]], custodians and publishers. Names can be applied as access points to [[#Archival description|archival descriptions]]. See [[ISAD#Access points|access points]].

== Network ==

A network is an aggregation of institutions using one instance of ICA-AtoM to produce a union list of archival holdings (a [[#Multi-repository system|multi-repository system]]).

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== Page title ==

[[Image:holdings.png|500px|right|thumb|The light grey text which says "View Archival institution" is the page title]]

The page title indicates what kind of page a user is viewing; for example, it indicates whether [[#Archival description|archival descriptions]], [[#Authority record|authority records]] or [[#Archival institution|archival institutions]] are being displayed in a [[#View page|view page]] or an [[#Edit page|edit page]].

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== Parent record ==

The parent record refers to the description of the [[#Archival unit|archival unit]] that is one [[#Level of description|level of description]] higher than the current unit. For example, a fonds may be the parent record of a series.

== Password ==

Passwords are required by every user of the system who needs to be able to add, edit, or delete content. The initial passwords are set by the [[#Administrator|system administrator]] (see [[Manage user accounts#Add a new user|add a new user]]) and can subsequently be changed by the user (see [[Change password]]).

== Place ==

In ICA-AtoM, a place is a geographic location registered in a [[#Taxonomy|taxonomy]] and used as an [[#Access point|access point]] in [[#Archival description|archival descriptions]], [[#Authority record|authority records]], and [[#Archival institution|archival institutions]].

== Physical storage ==

Physical storage is a grouping of [[#Field|fields]] relating to the management of physical objects such as folders, boxes, shelves, and cabinets. In ICA-AtoM, users can create and edit information about physical objects by clicking on the "Link physical storage" button in the [[#Button block|button block]] of an [[#Archival description|archival description]]. See [[Physical storage]].

== Published record ==

A published record is an [[#Archival description|archival description]] that has had its status changed from draft to published in the gray box at the bottom of the [[#Archival description|archival description]] [[#Edit page|edit page]].

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The status is inherited from the highest [[#Level of description|level of description]]; e.g. when a [[#Fonds|fonds]] description is changed from draft to published, all [[#Child record|child records]] within the fonds are automatically changed as well. Once [[#Archival description|archival descriptions]] have been published, users who are not logged in can view them.

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== Reference display copy ==

A reference display copy is a low-resolution version of a [[#Master digital object|master digital object]] generated automatically by ICA-AtoM on upload. It is used to display images on the [[#Digital object|digital object]] [[#View page|view page]] when the user clicks on a [[#Thumbnail|thumbnail]] and in the digital object area of [[#Edit page|edit pages]]. See [[Upload digital objects]].

== Researcher ==

A researcher is a type of user who is limited to searching and browsing descriptions. See [[User roles]].

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== Search box ==

[[Image:browseOptions.png|500px|right|thumb|Search box - the user enters a query and clicks on the magnifying glass icon]]

The search box is used to find descriptions in ICA-AtoM that contain text matching a search query. The search box is located over the [[#Main menu|main menu]] on all ICA-AtoM pages, including the [[#Home page|home page]]. See [[Access content]].

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== Setting ==

Settings is a broad term used to describe the properties that affect the way a program looks and functions. In ICA-AtoM, certain settings can be changed by an [[#Administrator|administrator]] in order to customize ICA-AtoM to institution-specific requirements. See [[Settings]].

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== Site description ==

[[Image:siteTitle.png|500px|right|thumb|Site description reading "Historic Archives of the District of New Caledonia, British Columbia". Note use of Columbia theme (see [[Themes]]).]]

The site description appears at the top of the page directly under the [[#Site title|site title]]. It is a configurable element - the text can be changed or removed (see [[Themes]]).

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== Site logo ==

[[Image:browseOptions.png|500px|right|thumb|Default red and white site logo]]

The site logo is the graphic that appears at the top of all pages in ICA-AtoM. Clicking on the logo will take the user to the [[#Home page|home page]]. ICA-AtoM ships with a default logo that can be replaced by [[#Administrator|administrators]] to theme the application to their own institution or [[#Network|network]] if desired: see [[Site logo]].

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== Site title ==

[[Image:siteTitle.png|500px|right|thumb|Site title reading "New Caledonia Archives". Note use of Columbia theme (see [[themes]]).]]

The site title appears at the top of the page next to the [[#Site logo|site logo]] and over the [[#Site description|site description]]. It is a configurable element - the text can be changed or removed (see [[Themes]]).

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== Static page ==

Static pages are pages that are designed to look the same each time they are accessed, in contrast to dynamic pages such as [[Page types#Search results|search results]], [[#View page|view pages]], or [[#Edit page|edit pages]]. ICA-AtoM has two static pages, the [[#Home page|home page]] and the [[#About page|about page]]. Static pages can be edited by an [[#Administrator|administrator]] (see [[Manage static pages]]).

== Subject ==

In ICA-AtoM, subjects are [[#Controlled vocabulary|controlled-vocabulary]] [[#Term|terms]] grouped in a [[#Taxonomy|taxonomy]] and used as [[#Access point|access points]] in [[#Archival description|archival descriptions]].

== Supported language ==

In ICA-AtoM, a supported language is one into which both [[#Data element|data elements]] and [[#User interface |user interface]] elements can be translated. In ICA-AtoM version 1.0 beta, the supported languages are Arabic, Dutch, English, Farsi, French, German, Greek, Icelandic, Italian, Japanese, Korean, Portuguese, Spanish and Slovenian.

== Taxonomy ==

A taxonomy is a grouping of [[#Controlled vocabulary|controlled-vocabulary]] [[#Term|terms]] used to generate [[#Value list|value lists]] and [[#Access point|access points]]. See [[Add/edit terms]].

== Term ==

Terms are the values that make up [[#Controlled vocabulary|controlled vocabularies]]. In ICA-AtoM, terms are grouped into [[#Taxonomy|taxonomies]] that can be added, edited, and deleted through the "Term" item of the [[#Add menu|add menu]]. See [[Add/edit terms]].

== Thumbnail ==

A thumbnail is a small, low-resolution version of a [[#Master digital object|master digital object]] generated automatically by ICA-AtoM on upload. Thumbnails are displayed in search and browse results and in [[#Cover flow|cover flow]] views at higher levels of description. See [[Upload digital objects]].

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== Title bar ==

[[Image:titleBar.png|500px|right|thumb|Title bar in an archival description show page reading "Fonds PR-84 - New Caledonia City Clerk fonds"]]

The title appears at the top of [[#Archival description|archival descriptions]], [[#Authority record|authority records]], and [[#Archival institution|archival institutions]] and [[#Functions|functions]].

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== Tooltips ==

[[Image:tooltips.png|500px|right|thumb|Tooltip text in an archival description edit page (the blue box on the right)]]

Tooltips are online text designed to assist users to enter data in [[#Edit page|edit pages]]. Tooltip text is derived from the standards on which the edit templates are based. Note that administrators can tooltips on or off - see [[Global settings]].

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== Translation bar ==

[[Image:translationBar.png|500px|right|thumb|Translation bar]]

The translation bar appears at the bottom of the page when users with [[#Translator|translator]] [[#Access privilege|access privileges]] select a language from the [[#Language menu|language menu]]. Clicking on "Translate user interface" in the bottom right-hand corner of the bar opens up the [[#Translation panel|translation panel]], where the user translates [[#User interface|user interface]] elements. See [[Translate interface]].

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== Translation panel ==

[[Image:G Translation panel.png|500px|right|thumb|Translation panel]]

The translation panel is used by [[#Translator|translators]] to edit [[#User interface|user interface]] elements and is accessed via the [[#Translation bar|translation bar]]. See [[Translate interface]].

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== Translator ==

A translator is a type of user who can translate [[#Data element|data elements]] and [[#User interface|user interface]] elements. See [[User roles]].

== User account ==

User accounts are established in order to manage [[#Access privilege|access privileges]] through the assignment of [[#User role|user roles]]. Every user who must be able to add, edit, delete, or translate content must have a user account. In ICA-AtoM user accounts are established and maintained by [[#Administrator|administrators]]. See [[Manage user accounts]].

== User interface ==

The user interface is the set of elements that allow the user to interact with the ICA-AtoM application. These elements include the [[#Main menu|main menu]], [[#Drop-down menu|drop-down menus]], [[#Context menu|context menu]], [[#Title bar|title bar]], [[#Column header|column headers]], buttons, [[#Field|fields]], and [[#Field label|field labels]], and any other elements used to navigate ICA-AtoM or to search for, view, add, edit, and delete [[#Database content|database content]]. The labels of some user interface elements can be customized by [[#Administrator|administrators]] (see [[User interface labels]]).

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== User menu ==

[[Image:languageMenu.png|500px|right|thumb|User menu in upper right-hand corner of the page (user is not logged in)]]

The user menu, located in the upper right hand corner of the page, contains basic navigational links. These allow the user to go to the [[#Home page|home page]] and [[#About page|about page]], user documentation (help pages) and the log in page. Authenticated users can also use it to navigate to their [[#User profile|user profiles]].

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== Username ==

The username is a name supplied by an [[#Administrator|administrator]] to any user (other than a [[#Researcher|researcher]]) of the ICA-AtoM application as part of the [[#User account|user account]]. See [[Manage user accounts]].

== User profile ==

A user profile is information about a user managed in a [[#User account|user account]]. User profiles are created and maintained by [[#Administrator|administrators]] (see [[manage user accounts]]), although authenticated users can view their own profiles (and change their [[#Password|passwords]]) by going through the [[#User menu|user menu]].

== User role ==

User roles define levels of access to functions in ICA-AtoM, ranging from view-only access to full administration rights. User roles are defined by groups that an [[#Administrator|administrator]] can add and edit. See [[User roles]] and [[Manage user accounts#Add a new group|Add a new group]].

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== Value list ==

[[Image:valueList.png|500px|right|thumb|Value list derived from Levels of description taxonomy]]

Value lists restrict data entry in certain [[#Field|fields]] to [[#Controlled vocabulary|controlled vocabulary]] [[#Term|terms]] or terms derived from [[#Authority record|authority records]]. They appear as [[#Drop-down menu|drop-down menus]] in [[#Edit page|edit pages]].

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== View mode ==

View mode provides read-only access to the contents of [[#Archival description|archival descriptions,]] [[#Authority record|authority records]], [[#Function|functions]] and [[#Archival institution|archival institutions]] using [[#View page|view pages]]. In view mode, ICA-AtoM displays only those [[#Field|fields]] in a record which contain data.

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== View page ==

[[Image:viewPage.png|500px|right|thumb|View page for an archival description]]

View pages allow users to view in detail the contents of [[#Archival description|archival descriptions,]] [[#Authority record|authority records]], [[#Archival institution|archival institutions]], and [[#Function|functions]]

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[[Category:User manual]]