Difference between revisions of "Navigate"

Latest revision as of 18:21, 1 December 2011

Please note that ICA-AtoM is no longer actively supported by Artefactual Systems.
Visit https://www.accesstomemory.org for information about AtoM, the currently supported version.

Main Page > User manual > Access content > Navigate

Navigating involves understanding the current location (entity and page), what can be done from that location (view, edit, add new, search, etc.), how to get related entities, and how to go to other pages to do other things unrelated to the current entity.

Page title

The light grey text which says "View Archival institution" is the page title

The page title displays what type of entity you are looking at (archival description, authority record, archival institution, function or term) and what type of page you are on (edit, view, import, etc.).

Title bar

Click on the orange title bar reading "City of New Caledonia Archives" to switch back and forth between the view and edit pages

On a view or edit page, the title bar displays the name of the current entity. You can also click on the title to switch between between view and edit modes (if you have edit access privileges).

Search box

Search box - the user enters a query and clicks on the magnifying glass icon

The search box is available on every page: enter a query and click on the magnifying glass icon or press Enter on your keyboard

Be careful when launching a search from the edit page: always be sure to first save your changes, or else these will be lost when the search/browse occurs.

Browse menu

The browse menu in the default Caribou theme is a horizontal list of links directly below the search box

The browse menu is available on every page: enter a query and click on the magnifying glass icon or press Enter on your keyboard

Be careful when launching a search from the edit page: always be sure to first save your changes, or else these will be lost when the search/browse occurs.

Text links

Blue text always represents a link to a related entity (e.g. from an archival description to the authority record of the record's creator). When you hover your cursor over a link, the text is highlighted or underlined.

Context menu

Context menu for an archival description showing archival institution, name of creator and other records in the same fonds

Provides a series of links to entities related to the current entity.

See context menu for more on this feature as it applies to different entity types.

Home page links

The site logo and the "home" link in the user menu both return you to the home page.

Main menu

Main menu with Add drop-down expanded

The main menu provides access to key functions. The tabs are: Add, Manage, Import and Admin. Selecting the Manage menu gives the user access to all saved accession records, donor records, rights holders and physical storage containers.

What appears in the main menu depends on your user role. For example, the main menu does not appear at all for researchers while the admin menu appears only to users with administrator access privileges.

Column headers

Column headers appear on list pages, giving the names of the fields for whatever is listed below.

@@ Line 1: / Line 1: @@
-<span class="pageTitle">Navigate: general</span>
+[[Main Page]] > [[User manual]] > [[Access content]] > Navigate
-[[Main Page]] > [[User manual|(UM) User manual]] > [[UM-4|UM-4 Access content]] > UM-4.5 Navigate: general
+Navigating involves understanding the current location (entity and page), what can be done from that location (view, edit, add new, search, etc.), how to get related entities, and how to go to other pages to do other things unrelated to the current entity.
-[[Image:um4-5Navigate1.png|500px|right|thumb|Navigation from the View screen]]
-[[Image:um4-5Navigate2.png|500px|right|thumb|Navigation from the List screen]]
+<div class="clearfix">
+== Page title ==
-Navigating ICA-AtoM involves understanding your current location (record and screen), what you can do from that location (view, edit, add, search, etc), how to get related records, how go to other screens to do other things unrelated to your current record.
+[[Image:holdings.png|500px|right|thumb|The light grey text which says "View Archival institution" is the page title]]
+The [[Glossary#Page title|page title]] displays what [[Entity types|type of entity]] you are looking at ([[Glossary#Archival description|archival description]], [[Glossary#Authority record|authority record]], [[Glossary#Archival institution|archival institution]], [[Glossary#Function|function]] or [[Glossary#Term|term]]) and what [[Page types|type of page]] you are on ([[Glossary#Edit page|edit]], [[Glossary#View page|view]], import, etc.).
-. '''Screen title'''
+</div>
-*Tells you what kind of [[Entity|entity]] you are looking at ([[Archival description|archival description]], [[Authority record|authority record]], [[Archival institution|archival institution]], or [[Term|term]]) and what kind of screen you are on (which determines what you can do with the current record).
-*[[List screen]]: shows a set of records; from here you can select a record for viewing in full.
+<div class="clearfix">
-*[[View screen]]: shows an individual record in [[View mode|view mode]], displaying only those fields in which data has been entered; from here you can return to the [[List screen]] or switch to [[Edit mode|edit mode]] to revise or delete the record.
+== Title bar ==
-*[[Edit screen]]: shows an individual record in [[Edit mode|edit mode]] for data entry / revision; changes can be saved or cancelled, or the entire record can be deleted; from here you can return to the [[View screen|View]] or [[List screen|List screens]], or create a new record.
+[[Image:holdings.png|500px|right|thumb|Click on the orange title bar reading "City of New Caledonia Archives" to switch back and forth between the view and edit pages]]
+On a [[Glossary#View page|view]] or [[Glossary#Edit page|edit]] page, the [[Glossary#Title bar|title bar]] displays the name of the current entity. You can also click on the [[Glossary#Title|title]] to switch between between [[Glossary#View mode|view]] and [[Glossary#Edit mode|edit]] modes (if you have edit [[Glossary#Access privilege|access privileges]]).
-. '''Title bar'''
+</div>
-*On a [[View screen|View]] or [[Edit screen]], the [[Title bar]] tells you the name of the current record. The [[Title bar]] also acts as a toggle button for switching between [[View mode|view]] and [[Edit mode|edit modes]] (if you have edit [[Access privilege|access privileges]]).
+<div class="clearfix">
-. '''Search / browse box'''
+== Search box ==
-*The [[Search / browse box]] is available on every screen and allows you to quickly retrieve a new set of records (will be displayed on a [[List screen]]).
+[[Image:browseOptions.png|500px|right|thumb|Search box - the user enters a query and clicks on the magnifying glass icon]]
-*Be careful when launching a search or browse from the [[Edit screen]]: '''always be sure to first save your changes, or else these will lost when ICA-AtoM runs the search / browse operation.'''
+The [[Glossary#Search box|search box]] is available on every page: enter a query and click on the magnifying glass icon or press Enter on your keyboard
+<div class="note">
-. '''Text links'''
+Be careful when launching a search from the [[Glossary#Edit page|edit page]]: '''always be sure to first save your changes, or else these will be lost when the search/browse occurs.'''
-*Blue text always represents a [[Link|link]] to a related record (e.g. from an [[Archival description|archival description]] to the [[Authority record|authority record]] of the records [[Creator|creator]]). When you put your cursor over a [[Link|link]], the text is highlighted (changes to white text against a black background).
+</div>
+</div>
-. '''Context menu box'''
-*Appears on every [[View screen|View]] and [[Edit screen]] and provides a series of links to records related to the current record.
+<div class="clearfix">
-*See in this manual [[UM-4-6|Context menu box (UM-4.6)]] for more on this feature as it applies to the different record types.
+== Browse menu ==
+[[Image:browseOptions.png|500px|right|thumb|The browse menu in the default Caribou theme is a horizontal list of links directly below the search box]]
-. '''Home screen links'''
+The [[Glossary#Browse menu| browse menu]] is available on every page: enter a query and click on the magnifying glass icon or press Enter on your keyboard
-*The [[Home link]] and the [[Application logo|application logo]] both return you to the [[Home screen]].
+<div class="note">
+Be careful when launching a search from the [[Glossary#Edit page|edit page]]: '''always be sure to first save your changes, or else these will be lost when the search/browse occurs.'''
-. '''Main menu bar'''
+</div>
-*Provides access to different system activities.
+</div>
-*[[Add / edit tab]]: create new records, edit or delete existing records; see in this manual [[UM-3|Add / edit content (UM-3)]].
+== Text links ==
-*[[Translate tab]]: translate the [[User interface|user interface]] and [[Database content|database content]]; see in this manual [[UM-5|Translate content (UM-5)]].
+Blue text always represents a link to a related entity (e.g. from an [[Glossary#Archival description|archival description]] to the [[Glossary#Authority record|authority record]] of the record's [[Glossary#Creator|creator]]). When you hover your cursor over a link, the text is highlighted or underlined.
-*[[Admin tab]]: manage [[User account|user accounts]], edit static pages (e.g. text in the [[Welcome message]] on the [[Home screen]]), change [[System settings|system settings]], or import / export content; see in this manual [[UM-7|Administer ICA-AtoM (UM-7)]] and [[UM-6|Import / export content (UM-6)]].
-*Note that what appears on the [[Main menu bar]] depends on your [[User role|user role]]. The menu bar does not appear at all for [[Researcher|researchers]] (view-only access), while the [[Translate tab]] and [[Admin tab]] only appear to users who have translation and administrator [[Access privilege|access privileges]].
+<div class="clearfix">
+== Context menu ==
-. '''Column headers'''
+[[Image:contextMenu.png|500px|right|thumb|Context menu for an archival description showing archival institution, name of creator and other records in the same fonds]]
-*Appear on [[List screen|List screens]] only.
+Provides a series of links to entities related to the current entity.
+See [[context menu]] for more on this feature as it applies to different [[entity types]].
+</div>
+== Home page links ==
+The [[Glossary#Site logo|site logo]] and the "home" link in the [[Glossary#User menu|user menu]] both return you to the [[Glossary#Home page|home page]].
+<div class="clearfix">
+== Main menu ==
+[[Image:addMenu.png|500px|right|thumb|Main menu with Add drop-down expanded]]
+The [[Glossary#Main menu|main menu]] provides access to key functions. The tabs are: Add, Manage, Import and Admin. Selecting the Manage menu gives the user access to all saved accession records, donor records, rights holders and physical storage containers.
+</div>
+<div class="note">
+What appears in the [[Glossary#Main menu|main menu]] depends on your [[Glossary#User role|user role]]. For example, the main menu does not appear at all for [[Glossary#Researcher|researchers]] while the [[Glossary#Admin menu|admin menu]] appears only to users with [[Glossary#Administrator|administrator]] [[Glossary#Access privilege|access privileges]].
+</div>
+</div>
+== Column headers ==
+[[Glossary#Column header|Column headers]] appear on list pages, giving the names of the [[Glossary#Field|fields]] for whatever is listed below.
+[[Category:User manual]]
+__NOTOC__