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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 [[Glossary#Archival description|archival descriptions]] and how to exit the [[Glossary#Edit screen|Edit screen) (return to the [[Glossary#List screen|List]] or [[Glossary#View screen|View]] screen).
| + | [[Main Page]] > [[User manual]] > [[Add/edit content]] > Add/edit archival descriptions |
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− | For detailed notes and comments on individual fields, see:
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− | *[[UM-3.4.1|Data entry: archival descriptions]].
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− | == Create a new archival description == | + | == Actions == |
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− | [[Image:um3-1Create.png|500px|right|thumb|Create a new description]] | + | * [[Add a new archival description]] |
| + | * [[Edit an existing archival description]] |
| + | * [[Delete an archival description]] |
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− | 1. Click the [[Glossary#Add / edit tab|Add / edit tab]] on the [[Glossary#Main menu bar|Main menu bar]].
| + | == ISAD == |
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| + | ICA-AtoM includes a template for describing resources using [[RS-1|General International Standard Archival Description]]. Go to [[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.
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| + | == Dublin Core == |
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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.
| + | 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]]).
| + | == MODS == |
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| + | 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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− | 5. Click the [[Glossary#Save button|Save button]] to commit the new record.
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| + | == Rules for Archival Description == |
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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".
| + | 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>
| + | == See also == |
− | == Edit an existing description == | |
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− | [[Image:um3-1Edit.png|500px|right|thumb|Edit an existing description]] | + | * [[Physical storage]] |
| + | * [[Upload digital objects]] |
| + | * [[Exit edit mode]] |
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− | 1. Navigate to the description you want to edit.
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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
| + | [[Category:User manual]] |
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− | *Use the <span class="menu">SearchBrowseBox</span> to find the record you want to edit.
| + | __NOTOC__ |
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− | *See the [[Search / browse / navigate content]] section of this Manual for more information on navigation in ICA-AtoM.
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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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