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| − | <span class="pageTitle">Data entry: authority records</span> | + | <span class="pageTitle">Create a new authority record</span> |
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| − | [[Main Page]] > [[User manual|(UM) User manual]] > [[UM-3|UM-3 Add / edit content]] > [[UM-3.2|UM-3.2 Add / edit authority records]] > UM-3.2.1 Data entry: authority records | + | [[Main Page]] > [[User manual|(UM) User manual]] > [[UM-3 | UM-3 Add / edit content]] > [[UM-3.2|UM-3.2 Add / edit authority records]] > UM-3.2.1 Create a new authority record |
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| − | [[Image:um3-2-1Full.png|500px|right|thumb|Edit screen: all record areas collapsed]] | + | [[Image:um3-2-1Create1.png|500px|right|thumb|Create a new authority record]] |
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| | + | [[Image:um3-2-1Create2.png|500px|right|thumb|Commit the new record (create) or cancel]] |
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| − | The [[Edit screen]] for [[Authority record|authority records]] is structured into four [[Information area|information areas]] following the ICA's ''International Standard Archival Authority Record for Corporate Bodies, Persons and Families'' ([[RS-2|ISAAR(CPF)]], 2nd edition, 2004).
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| − | *[[#Identity area|Identity area]]
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| − | *[[#Description area|Description area]]
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| − | *[[#Relationships area|Relationships area]]
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| − | *[[#Control area|Control area]]
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| | + | 1. On the [[Main menu bar]], click the ''Add / edit > Authority record'' tab; ICA-AtoM takes you to the [[List screen]] showing all existing [[Authority record|authority records]]. |
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| − | Click on a [[Information area|information area]] to expand it (display [[Field|fields]]); click again to collapse it (hide [[Field|fields]]). Note that as of the current version of ICA-AtoM (v1.0 beta), whenever you save a record ICA-AtoM re-loads the page, which collapses all areas.
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| | + | 2. Click the [[Add new button|Add new]] text that appears in the ''Name'' [[Column header|column header]] or the [[Add new button]] at the foot of the list; ICA-AtoM takes you to a blank [[Edit screen]] for data entry. |
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| − | The following notes aim primarily to clarify ICA-AtoM procedures; for guidelines on what information to record in particular fields, consult [[RS-2|ISAAR(CPF)]] as the content standard. The notes are organized by [[Field|field]], with links to the applicable [[RS-2|ISAAR]] section(s). Where there is a one-to-one correspondence between an [[Data element|ISAAR element]] and an [[Field|ICA-AtoM field]], the note simply gives the [[RS-2|ISAAR]] rule verbatim.
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| − | <br clear=right>
| + | 3. Enter data. |
| − | == Identity area ==
| + | *See ''Data entry'' pages (UM-3.2.4 - UM-3.2.6) for detailed explanations and notes on fields. |
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| − | [[Image:um3-2-1Identity.png|500px|right|thumb|Edit authority record: identity area]]
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| − | The ''Identity area'' contains [[Field|fields]] for information "which uniquely identifies the entity being described and which defines standardized access points for the record" ([[RS-2#4.4.1|ISAAR(CPF) 4.4.1]]).
| + | 4. You can quit the create process at any time by clicking the [[Cancel button]] in the [[Button block]]; no new record will be created. |
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| − | 1. '''Authorized form of name'''
| + | 5. Click the [[Create button]] in the [[Button block]] to commit the new record. |
| − | *"Record the standardized form of name for the entity being described in accordance with any relevant national or international conventions or rules applied by the agency that created the authority record. Use dates, place, jurisdiction, occupation, epithet and other qualifiers as appropriate to distinguish the authorized form of name from those of other entities with similar names. Specify separately in the ''Rules and/or conventions'' element ([[RS-2#5.4.3|5.4.3]]) which set of rules has been applied for this element." ([[RS-2#5.1.2|ISAAR(CPF) 5.1.2]])
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| − | 2. '''Type of entity'''
| + | 6. Note that the [[Button block]] changes after you click the [[Create button]]. |
| − | *"Specify the type of entity (corporate body, person or family) that is being described in this authority record." ([[RS-2#5.1.1|ISAAR(CPF) 5.1.1]])
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| − | *ICA-AtoM ships with a [[Drop-down menu|drop-down menu]] using a default ([[Taxonomy|taxonomy]] of types; the three core types (corporate body, person, family) cannot be removed or edited, but [[Editor|editors]] or [[Administrator|administrators]] can add new types.
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| | + | *A [[Delete button]] now appears for deleting the record. |
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| − | 3. '''Other names'''
| + | *A [[Save button]] now appears for saving any changes made since creating the record or the last save. |
| − | *[[Multi-value field|Multi-value field]] for registering and displaying alternate names for the entity. | |
| − | *Register as many names as you need.
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| − | *The last row in the list contains text boxes for data entry.
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| − | *Enter the alternate name in the ''Name'' field, select the ''Type of name'' from the drop-down list, and add any explanatory text if required in the ''Note'' field.
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| − | *When you save the record, ICA-AtoM registers the other name and displays it in the list above the data entry field.
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| − | *Repeat and save to register additional names.
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| − | *To delete an entry, click the [[Delete icon]].
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| − | *For rules and examples, see ([[RS-2#5.1.3|ISAAR(CPF) 5.1.3]], [[RS-2#5.1.4|5.1.4]] and [[RS-2#5.1.5|5.1.5]]).
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| − | | + | *The [[Cancel button]] now means: "do not commit the data entered since the record was created or the last save". |
| − | 4. '''Identifiers for corporate bodies'''
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| − | *"Record where possible any official number or other identifier (e.g. a company registration number) for the corporate body and reference the jurisdiction and scheme under which it has been allocated." ([[RS-2#5.1.6 |ISAAR(CPF) 5.1.6]]) | |
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| − | <br clear="right">
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| − | == Description area ==
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| − | [[Image:um3-2-1Description1.png|500px|right|thumb|Edit authority record: description area]]
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| − | [[Image:um3-2-1Description2.png|500px|right|thumb|Edit authority record: description area]]
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| − | The ''Description area'' contains fields for information "about the nature, context and activities of the entity being described" ([[RS-2#4.4.2|ISAAR(CPF) 4.4.2]]). With the exception of date-related fields (see steps 1-3 below), all fields are basic [[Text field|text fields]].
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| − | 1. '''Dates of existence'''
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| − | *"Record the dates of existence of the entity being described. For corporate bodies include the date of establishment / foundation / enabling legislation and dissolution. For persons include the dates or approximate dates of birth and death or, when these dates are not known, floruit dates. Where parallel systems of dating are used, equivalences may be recorded according to relevant conventions or rules. Specify in the ''Rules and/or convention''s element ([[RS-2#5.4.3|5.4.3]]) the system(s) of dating used, e.g. ISO 8601." ([[RS-2#5.2.1|ISAAR(CPF) 5.2.1]])
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| − | 2. '''Year''' and '''End year'''
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| − | *Enter the start and end years of the entity.
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| − | *Leave ''End year'' blank if the entity is still in existence.
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| − | *Use four-digit numbers only.
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| − | *Do not use qualifiers (e.g. "ca.") or typographical symbols (e.g. "[197-]") to express uncertain dates.
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| − | *Start and end values will be used in searches (earlier than, later than) and sorting.
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| − | 3. '''Date display'''
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| − | *Enter dates of existence as a date range (yearX - yearY).
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| − | *Add any qualifiers (e.g. "ca.", "predominant") and typographical symbols as required.
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| − | *This is the value that will appear in [[Glossary#View mode|view mode]] as the ''Dates of existence''.
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| − | 4. '''History'''
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| − | *"Record in narrative form or as a chronology the main life events, activities, achievements and/or roles of the entity being described. This may include information on gender, nationality, family and religious or political affiliations. Wherever possible, supply dates as an integral component of the narrative description." ([[RS-2#5.2.2|ISAAR(CPF) 5.2.2]])
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| − | 5. '''Places'''
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| − | *"Record the name of the predominant place(s)/jurisdiction(s), together with the nature and covering dates of the relationship with the entity." ([[RS-2#5.2.3|ISAAR(CPF) 5.2.3]])
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| − | 6. '''Legal status'''
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| − | *"Record the legal status and where appropriate the type of corporate body together with the covering dates when this status applied." ([[RS-2#5.2.4|ISAAR(CPF) 5.2.4]])
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| − | 7. '''Functions, occupations and activities'''
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| − | *"Record the functions, occupations and activities performed by the entity being described, together with the covering dates when useful. If necessary, describe the nature of the function, occupation or activity." ([[RS-2#5.2.5|ISAAR(CPF) 5.2.5]])
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| − | 8. '''Mandates or sources of authority'''
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| − | *"Record any document, law, directive or charter which acts as a source of authority for the powers, functions and responsibilities of the entity being described, together with information on the jurisdiction(s) and covering dates when the mandate(s) applied or were changed." ([[RS-2#5.2.6|ISAAR(CPF) 5.2.6]])
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| − | 9. '''Internal structures or genealogy'''
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| − | *"Describe the internal structure of a corporate body and the dates of any changes to that structure that are significant to the understanding of the way that corporate body conducted its affairs (e.g. by means of dated organization charts). Describe the genealogy of a family (e.g. by means of a family tree) in a way that demonstrates the inter-relationships of its members with covering dates." ([[RS-2#5.2.7|ISAAR(CPF) 5.2.7]])
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| − | 10. '''General context'''
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| − | *"Provide any significant information on the social, cultural, economic, political and/or historical context in which the entity being described operated." ([[RS-2#5.2.8|ISAAR(CPF) 5.2.8]])
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| − | <br clear="right">
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| − | == Relationships area ==
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| − | [[Image:um3-2-1Relationships.png|500px|right|thumb|Edit authority record: relationships area]]
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| − | The ''Relationships area'' contains fields for documenting relationships between the current entity and other corporate bodies, persons and/or families ([[RS-2#4.4.3|ISAAR(CPF) 4.4.3]]).
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| − | *This [[Information area|information area]] has not yet been implemented as of ICA-AtoM v0.6.
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| − | <br clear="right">
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| − | == Control area ==
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| − | The ''Control area'' contains fields for information about the creation and maintenance of the authority record itself. This [[Information area|information area]] has been standardized in ICA-AtoM for [[Archival description|archival descriptions]], [[Authority record|authority records]], and [[Archival institution|archival institutions]] and is described on a separate page:
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| − | *See [[UM-3.4|Data entry: control area]].
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