Navigate

Navigate: general

Main Page > (UM) User manual > UM-4 Access content > UM-4.5 Navigate: general

Navigation from the View screen

Navigation from the List screen

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.

1. Screen title

• 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 (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.

• View screen: shows an individual record in 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 to revise or delete the record.

• Edit screen: shows an individual record in 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 or list screens, or create a new record.

2. Title bar

• On a 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 and edit modes (if you have edit access privileges).

3. Search / browse box

• The 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).

• 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.

4. Text links

• Blue text always represents a link to a related record (e.g. from an archival description to the authority record of the records creator). When you put your cursor over a link, the text is highlighted (changes to white text against a black background).

5. Context menu box

• Appears on every view and edit screen and provides a series of links to records related to the current record.

• See UM4-6 Navigate: context menu box for more on this feature as it applies to different record types.

6. Home screen links

• The home link and the application logo both return you to the home screen.

7. Main menu bar

• Provides access to different system activities.

• Add / edit tab: create new records, edit or delete existing records; see UM-3 Add / edit content.

• Translate tab: translate the user interface and database content; see UM-5 Translate content.

• Admin tab: manage user accounts, edit static pages (e.g. text in the welcome message on the home screen), change settings, or import / export content; see UM-7 Administer ICA-AtoM and UM-6 Import / export content.

• Note that what appears on the main menu bar depends on your user role. The menu bar does not appear at all for researchers (view-only access), while the translate tab and admin tab only appear to users who have translator and administrator access privileges.

8. Column headers

• Appear on List screens only.