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− | [[Main Page]] > [[User manual]] > [[UM-3 | UM-3 Add / edit content]] > UM-3.1 Add / edit archival descriptions
| + | {{DISPLAYTITLE:Archival descriptions}} |
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− | == Add / edit archival descriptions ==
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− | This page describes how to create, edit and delete archival descriptions and how to exit the Edit screen (return to the List or View screen). For detailed notes and comments on individual fields, see:
| + | [[Main Page]] > [[User manual]] > [[Add/edit content]] > Add/edit archival descriptions |
− | *[[UM-3.4.1|Data entry: archival descriptions]].
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− | == Create a new archival description ==
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− | [[Image:um3-1Create.png|500px|right|thumb|Create a new description]]
| + | == Actions == |
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− | 1. Click the [[Glossary#Add / edit tab|Add / edit tab]] on the [[Glossary#Main menu bar|Main menu bar]].
| + | * [[Add a new archival description]] |
| + | * [[Edit an existing archival description]] |
| + | * [[Delete an archival description]] |
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| + | == ISAD == |
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− | 2. Click the "Archival description" sub-tab on the [[Glossary#Main menu bar|Main menu bar]]; ICA-AtoM takes you to the [[Glossary#List screen|List screen]] showing all existing archival descriptions.
| + | ICA-AtoM includes a template for describing resources using [[RS-1|General International Standard Archival Description]]. Go to [[ISAD]]. |
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− | 3. Click the [[Glossary#Add new button|Add new text]] that appears in the "Name" [[Glossary#Column header|column header]] or the [[Glossary#Add new button|Add new button]] at the foot of the list; ICA-AtoM creates a new record and routes you to a blank [[Glossary#Edit screen|Edit screen]] for data entry.
| + | == Dublin Core == |
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| + | ICA-AtoM includes a template for describing resources using the the unqualified [http://dublincore.org/documents/dces/ Dublin Core Metadata Element Set, Version 1.1]. Go to [[Dublin Core]]. |
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− | 4. Enter data (see [[UM-3.4.1|Data entry: archival descriptions]] for detailed instructions and notes on fields]]).
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| + | == MODS == |
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− | 5. Click the [[Glossary#Save button|Save button]] to commit the new record.
| + | ICA-AtoM includes a template for describing resources using the the [http://www.loc.gov/standards/mods/mods-outline.html Metadata Object Description Schema (MODS)]. Note that currently ICA-AtoM supports the Digital Library Federation second level of adoption for MODS (see [https://wiki.dlib.indiana.edu/confluence/display/DLFAquifer/MODS+Guidelines+Levels+of+Adoption DLF Aquifer MODS Guidelines Levels of Adoption]). Go to [[MODS]]. |
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− | 6. Note that the behaviour of the [[Glossary#Cancel button|Cancel button]] changes after you first click the [[Glossary#Save button|Save button]]. Before saving, "Cancel" = "delete record". After the first save, a [[Glossary#Delete button|Delete button]] appears for deleting, while "Cancel" = "do not commit the data since the last save".
| + | == Rules for Archival Description == |
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| + | ICA-AtoM includes a template for describing resources using the Canadian [http://www.cdncouncilarchives.ca/archdesrules.html Rules for Archival Description]. Go to [[Rules for Archival Description]]. |
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− | <br clear=right>
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− | == Edit an existing description ==
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− | [[Image:um3-1Edit.png|500px|right|thumb|Edit an existing description]]
| + | == See also == |
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− | 1. Navigate to the description you want to edit.
| + | * [[Physical storage]] |
| + | * [[Upload digital objects]] |
| + | * [[Exit edit mode]] |
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− | *Either click the <span class="button">AddEdit > ArchivalDescriptions</span> tab on the <span class="menu">MainMenuBar</span> and select the record from the list; or
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− | *Use the <span class="menu">SearchBrowseBox</span> to find the record you want to edit.
| + | [[Category:User manual]] |
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− | *See the [[Search / browse / navigate content]] section of this Manual for more information on navigation in ICA-AtoM.
| + | __NOTOC__ |
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− | 2. By any method, when you select a description from a <span class="screen">List</span> screen, ICA-AtoM displays the full record on the <span class="screen">View</span> screen, showing any fields in which information has already been entered. To begin editing, click the <span class="button">RecordTitleBar</span> at the head of the record or the <span class="button">Edit</span> button at the foot.
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− | 3. ICA-AtoM opens the record on the <span class="screen">DataEntry</span> screen. It displays the record with all <span class="area">RecordAreas</span> closed; click on an area to access the fields contained under it.
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− | 4. Add / revise data as required ([[#Data entry screen: archival descriptions |see below for detailed instructions and notes on fields]]).
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− | 5. To discard all changes, click the <span class="button">Cancel</span> button; ICA-AtoM returns you to the <span class="screen">View</span> screen, with no changes saved.
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− | 6. To save changes, click the <span class="button">Save</span> button; ICA-AtoM returns you to the <span class="screen">View</span> screen, all changes saved.
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− | <br clear=right>
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− | == Delete an existing description ==
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− | [[Image:um3-1Delete.png|500px|right|thumb|Delete an existing description
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− | Only <span class="role">Editors</span> and <span class="role">Administrators</span> can delete records in ICA-AtoM. To delete an archival description:
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− | 1. Navigate to the description you want to delete.
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− | 2. Switch from the <span class="screen">View</span> to the <span class="screen">Edit</span> screen by clicking the <span class="button">RecordTitleBar</span> or <span class="button">Edit</span> button.
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− | 3. Click the <span class="button">Delete</span> button.
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− | 4. ICA-AtoM prompts you to confirm the delete request; click <span class="button">OK</span>.
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− | 5. ICA-AtoM deletes the record and returns you to the <span class="screen">List</span> screen.
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− | 6. Note the following consequences of deleting an archival description:
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− | *If the record has lower-level descriptions registered to it (is a "parent record"), '''all the lower-level records are also deleted''' - e.g. if you delete a series, any sub-series, files or items that belong to the series will '''also''' be deleted.
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− | *Any access points assigned to the description are also deleted.
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− | *Any date events associated with the description are also deleted.
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− | *The authority record of the associated creator is '''not''' deleted.
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− | *The archival institution record of the associated repository is '''not''' deleted.
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− | <br clear=right>
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− | <span id="exit">
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− | == Exit the Edit screen ==
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− | [[Image:um3-1Exit.png|500px|right|thumb|Exit the Edit screen]]
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− | To exit
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