ISAAR relationships area - Revision history

Evelyn at 21:55, 12 July 2010

2010-07-12T21:55:24Z

Jablko at 17:38, 18 June 2010

2010-06-18T17:38:04Z

Jablko at 17:36, 18 June 2010

2010-06-18T17:36:41Z

Evelyn at 20:59, 17 June 2010

2010-06-17T20:59:14Z

Evelyn: /* Category of relationship */

2010-06-17T20:52:26Z

Category of relationship

Evelyn: /* Date display */

2010-06-17T20:50:13Z

Date display

Evelyn: /* Date display */

2010-06-17T20:26:30Z

Date display

Evelyn at 20:24, 17 June 2010

2010-06-17T20:24:50Z

Evelyn: /* Related resources */

2010-06-17T20:16:27Z

Related resources

Evelyn: /* Date display */

2010-06-17T20:14:58Z

Date display

@@ Line 50: / Line 50: @@
 Enter the date range as you want it to appear in [[Glossary#View mode|view mode]].
-Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").
+Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980"). If you leave this field blank, the Date/end date fields will appear in the [[Glossary#View page|view page]] by default.
@@ Line 113: / Line 113: @@
 === Date display ===
-Enter the date range as you want it to appear in [[Glossary#View mode|view mode]]. Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").
+Enter the date range as you want it to appear in [[Glossary#View mode|view mode]]. Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980"). If you leave this field blank, the Date/end date fields will appear in the [[Glossary#View page|view page]] by default.

@@ Line 52: / Line 52: @@
 Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").
 === Save changes ===
@@ Line 60: / Line 62: @@
 In the [[Glossary#Authority record|authority record]] [[Glossary#View page|view page]], you will see that the relationship information appears with the related entity as a link. Clicking on the link will take you to the [[Glossary#Authority record|authority record]] for the related entity. Note that the relationship information is captured on the [[Glossary#View page|view page]] of the related [[Glossary#Authority record|authority record]]. Editing the relationship information in either [[Glossary#Authority record|authority record]] will save changes to the information in both [[Glossary#Authority record|authority records]].

@@ Line 11: / Line 11: @@
 == Related corporate bodies, persons, or families ==
 [[Image:isaarRel1.png|500px|right|thumb|Open relationship dialogue box by clicking on the blue Add new link under Related Corporate bodies, persons or families]]
 To register a new relationship, under "Related corporate bodies, persons or families" click the blue "Add new" link. ICA-AtoM opens a pop-up dialogue box for data entry.
 </div>
@@ Line 34: / Line 33: @@
 Choose from associative, family, hierarchical, and temporal in the [[Glossary#Drop-down menu|drop-down menu]].
 === Description of relationship ===
@@ Line 45: / Line 45: @@
 Enter the start and end year of the date range. If the start and end years are the same, enter only in the "year" field and leave the "end year" blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.
 === Date display ===
@@ Line 50: / Line 51: @@
 Enter the date range as you want it to appear in [[Glossary#View mode|view mode]].
 Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").
 === Save changes ===
@@ Line 59: / Line 61: @@
 In the [[Glossary#Authority record|authority record]] [[Glossary#View page|view page]], you will see that the relationship information appears with the related entity as a link. Clicking on the link will take you to the [[Glossary#Authority record|authority record]] for the related entity. Note that the relationship information is captured on the [[Glossary#View page|view page]] of the related [[Glossary#Authority record|authority record]]. Editing the relationship information in either [[Glossary#Authority record|authority record]] will save changes to the information in both [[Glossary#Authority record|authority records]].
-</div>
 == Related resources ==
 In ISAD, creator and accumulator relationships between [[Glossary#Archival description|archival descriptions]] and [[Glossary#Authority record|authority records]] can be created either from the [[Glossary#Archival description|archival description]] [[Glossary#Edit page|edit page]] or from the relationships area in the [[Glossary#Authority record|authority record]] [[Glossary#Edit page|edit page]]. Other types of relationships (contributor, publisher, collector, etc.) can only be created in the relationships area of the [[Glossary#Authority record|authority record]] [[Glossary#Edit page|edit page]].
@@ Line 82: / Line 83: @@
 The purpose of this field is "[t]o identify uniquely the related resources and/or enable the linking of the authority record to a description of the related resources, where such descriptions exist." ([[RS-2#6.1|ISAAR 2.6.1]])
-Select the title of the related [[Glossary#archival description|archival description]] by typing in the first few letters and selecting it from the [[Glossary#Drop-down menu|drop-down menu]].
+Select the title of the related [[Glossary#Archival description|archival description]] by typing in the first few letters and selecting it from the [[Glossary#Drop-down menu|drop-down menu]].

@@ Line 17: / Line 17: @@
 To register a new relationship, under "Related corporate bodies, persons or families" click the blue "Add new" link. ICA-AtoM opens a pop-up dialogue box for data entry.
 </div>
@@ Line 52: / Line 51: @@
 Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").
-Click the "submit" button. When you have finished editing the authority record, click the Save button in the [[Glossary#Button block|button block]]
+[[Image:isaarRel3.png|500px|right|thumb|Relationships area in authority record view page]]
-[[Image:isaarRel3.png|500px|right|thumb|Relationships area in authority record view page]]
+Click the Submit button when you have finished entering the relationship information. When you have finished editing the authority record, click the Save button in the [[Glossary#Button block|button block]]
 In the [[Glossary#Authority record|authority record]] [[Glossary#View page|view page]], you will see that the relationship information appears with the related entity as a link. Clicking on the link will take you to the [[Glossary#Authority record|authority record]] for the related entity. Note that the relationship information is captured on the [[Glossary#View page|view page]] of the related [[Glossary#Authority record|authority record]]. Editing the relationship information in either [[Glossary#Authority record|authority record]] will save changes to the information in both [[Glossary#Authority record|authority records]].
@@ Line 111: / Line 111: @@
-Click the Submit button. When you have finished editing the [[Glossary#Authority record|authority record]], click the Save button in the [[Glossary#Button block|button block]]
+=== Save changes ===
 [[Image:isaarRel5.png|500px|right|thumb|Relationship displayed in authority record's context menu: in this case, "Collector of"]]
 The [[Glossary#Authority record|authority record's]] [[Glossary#Context menu|context menu]] will now show the relationship to the archival material.

@@ Line 34: / Line 34: @@
 "Record a general category into which the relationship being described falls." ([[RS-2#5.3.2|ISAAR 5.3.2]])
-Choose from associative, family, hierarchical, and temporal in the [[Glossary#Drop-down menu|drop-down menu]]. For descriptions and examples, see [[RS-2#5.3.2|ISAAR 5.3.2]].
+Choose from associative, family, hierarchical, and temporal in the [[Glossary#Drop-down menu|drop-down menu]].
 === Description of relationship ===

← Older revision		Revision as of 20:50, 17 June 2010
Line 119:		Line 119:
	[[Image:isaarRel6.png\|500px\|right\|thumb\|Relationship displayed in archival description view page]]		[[Image:isaarRel6.png\|500px\|right\|thumb\|Relationship displayed in archival description view page]]

−	The related [[Glossary#Archival description\|archival description]] [[Glossary#View page\|view page]] will also show the new relationship as a name [[Glossary#Access point\|access point]].	+	The related [[Glossary#Archival description\|archival description]] [[Glossary#View page\|view page]] will also show the new relationship in the Date(s) [[Glossary#Field\|field]] and as a name [[Glossary#Access point\|access point]].

@@ Line 16: / Line 16: @@
 [[Image:isaarRel1.png|500px|right|thumb|Open relationship dialogue box by clicking on the blue Add new link under Related Corporate bodies, persons or families]]
-To register a new relationship, under "Related corporate bodies, persons or families" click the "add new" link. ICA-AtoM opens a pop-up dialogue box for data entry.
+To register a new relationship, under "Related corporate bodies, persons or families" click the blue "Add new" link. ICA-AtoM opens a pop-up dialogue box for data entry.
 </div>
@@ Line 27: / Line 27: @@
 "Record the authorized form of name and any relevant unique identifiers, including the authority record identifier, for the related entity." ([[RS-2#5.3.1|ISAAR 5.3.1]])
-If no authority record exists for the name, a new one will be created when the relationship is saved. If an authority record already exists, saving this relationship will link to the pre-existing authority record.
+Select the name of the related [[Glossary#Authority record|authority record]] by typing in the first few letters and selecting it from the [[Glossary#Drop-down menu|drop-down menu]].
 === Category of relationship ===
@@ Line 71: / Line 72: @@
 When you open the relationships area in an [[Glossary#Authority record|authority record]] that has already been selected as the creator for an [[Glossary#Archival description|archival description]], you will see this relationship listed under related resources.
-To register a new relationship, under "Related resources" click the "add new" link. ICA-AtoM opens a pop-up dialogue box for data entry.
+To register a new relationship, under "Related resources" click the blue "Add new" link. ICA-AtoM opens a pop-up dialogue box for data entry.
 </div>
@@ Line 80: / Line 81: @@
 [[Image:isaarRel4.png|500px|right|thumb|Enter data]]
-The purpose of this field is "[t]o identify uniquely the related resources and/or enable the linking of the authority record to a description of the related resources, where such descriptions exist."
+The purpose of this field is "[t]o identify uniquely the related resources and/or enable the linking of the authority record to a description of the related resources, where such descriptions exist." ([[RS-2#6.1|ISAAR 2.6.1]])
-Type the title of the related archival description. ([[RS-2#6.1|ISAAR 2.6.1]])
+Select the title of the related [[Glossary#archival description|archival description]] by typing in the first few letters and selecting it from the [[Glossary#Drop-down menu|drop-down menu]].
@@ Line 103: / Line 104: @@
 "Record when relevant the commencement date of the relationship or succession date and, when relevant, the cessation date of the relationship." ([[RS-2#6.4|ISAAR 2.6.4]])
-Enter the start and end year of the date range.
+Enter the start and end year of the date range. If the start and end years are the same, enter only in the "year" field and leave the "end year" blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.
 === Date display ===
-Enter the date range as you want it to appear in [[Glossary#View mode|view mode]].
+Enter the date range as you want it to appear in [[Glossary#View mode|view mode]]. Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").
 [[Image:isaarRel5.png|500px|right|thumb|Relationship displayed in authority record's context menu]]

@@ Line 65: / Line 65: @@
 <div class="clearfix">
-In ISAD, creator relationships between [[Glossary#Archival description|archival descriptions]] and [[Glossary#Authority record|authority records]] can be created either from the [[Glossary#Archival description|archival description]] [[Glossary#Edit page|edit page]] (see [[ISAD#Identity area|ISAD identity area]] step 3 and [[ISAD#Context area|ISAD context area]] step 4) or from the relationships area in the [[Glossary#Authority record|authority record]] [[Glossary#Edit page|edit page]]. Other types of relationships (accumulator, publisher, collector, etc.) can only be created in the relationships area of the [[Glossary#Authority record|authority record]] [[Glossary#Edit page|edit page]].
+In ISAD, creator and accumulator relationships between [[Glossary#Archival description|archival descriptions]] and [[Glossary#Authority record|authority records]] can be created either from the [[Glossary#Archival description|archival description]] [[Glossary#Edit page|edit page]] or from the relationships area in the [[Glossary#Authority record|authority record]] [[Glossary#Edit page|edit page]]. Other types of relationships (contributor, publisher, collector, etc.) can only be created in the relationships area of the [[Glossary#Authority record|authority record]] [[Glossary#Edit page|edit page]].
 [[Image:isaarRel1.png|500px|right|thumb|Open relationship dialogue box by clicking on the blue Add new link under Related resources]]