Difference between revisions of "Navigate"

From ICA-AtoM
Jump to navigation Jump to search
m (moved UM-4.5 to Navigate)
 
(26 intermediate revisions by 3 users not shown)
Line 1: Line 1:
<span class="pageTitle">Navigate: general</span>
+
[[Main Page]] > [[User manual]] > [[Access content]] > Navigate
  
[[Main Page]] > [[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:UM-4.5.png|500px|right|thumb|Navigation from the View screen]]
 
  
 +
<div class="clearfix">
  
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 and how go to other screens to do other things unrelated to your current record.
+
== Page title ==
  
 +
[[Image:holdings.png|500px|right|thumb|The light grey text which says "View Archival institution" is the page title]]
  
1. '''Screen 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.).
  
*The [[screen title]] tells you what kind of [[entity]] you are looking at ([[archival description]], [[authority record]], [[archival institution]], or [[term]]) and what kind of screen you are on ([[edit screen]], [[view screen]], import screen etc.).
+
</div>
  
  
2. '''Title bar'''
+
<div class="clearfix">
  
*On a [[View screen|view]] or [[edit screen]], the [[title bar]] tells you the name of the current record. You can also click on the [[title bar]] to switch between between [[View mode|view]] and [[Edit mode|edit modes]] (if you have edit [[Access privilege|access privileges]]).
+
== Title bar ==
  
 +
[[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]]
  
3. '''Search / browse box'''
+
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]]).
  
*The [[Search / browse box|search/browse box]] is available on every screen and allows you to quickly retrieve a new set of records (which are displayed on a [[list screen]]).
+
</div>
  
*Be careful when launching a search or browse from the [[edit screen]]: '''always be sure to first save your changes, or else these will be lost when ICA-AtoM runs the search / browse operation.'''
 
  
 +
<div class="clearfix">
  
4. '''Text links'''
+
== Search box ==
  
*Blue text always represents a 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, the text is highlighted (changes to white text against a black background).
+
[[Image:browseOptions.png|500px|right|thumb|Search box - the user enters a query and clicks on the magnifying glass icon]]
  
 +
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
  
5. '''Context menu box'''
+
<div class="note">
  
*Provides a series of links to records related to the current record.
+
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.'''
  
*See [[UM-4.6|UM4-6 Navigate: context menu box]] for more on this feature as it applies to different record types.
+
</div>
  
 +
</div>
  
6. '''Home page links'''
 
  
*The [[application logo]] and the home link in the [[system menu]] both return you to the [[home page]].
+
<div class="clearfix">
  
 +
== Browse menu ==
  
7. '''Main menu bar'''
+
[[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]]
  
*The [[main menu bar]] provides access to the key functions of ICA-AtoM.
+
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
*Note that what appears on the [[main menu bar]] depends on your [[user role]]. For example, the menu bar does not appear at all for [[Researcher|researchers]] while the [[translate tab]] and [[Admin tab|admin tab]] appear only to users who have [[Translator|translator]] and [[Administrator|administrator]] [[Access privilege|access privileges]].
 
  
 +
<div class="note">
  
8. '''Column headers'''
+
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.'''
  
*[[Column header|Column headers]] appear on [[List screen|list screens]], giving the names of the [[Field|fields]] for whatever is listed below.
+
</div>
 +
 
 +
</div>
 +
 
 +
== Text links ==
 +
 
 +
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.
 +
 
 +
 
 +
<div class="clearfix">
 +
 
 +
== Context menu ==
 +
 
 +
[[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]]
 +
 
 +
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__

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.