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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 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:um3-1Create1.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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− | [[Image:um3-1Create2.png|500px|right|thumb|Create a new description]]
| + | == ISAD == |
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− | 1. Click the [[Glossary#Add / edit tab|Add / edit tab]] on the [[Glossary#Main menu bar|Main menu bar]].
| + | 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.
| + | == 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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− | 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.
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| + | == MODS == |
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− | 4. Enter data (see [[UM-3.4.1|Data entry: archival descriptions]] for detailed explanations and notes on fields).
| + | 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.
| + | == 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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− | 6. Note that the behaviour of the [[Glossary#Cancel button|Cancel button]] changes after you first click the [[Glossary#Save button|Save button]].
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− | *Before the first save, "Cancel" = "delete the new record" (i.e. do not commit).
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− | *After the first save, the record is committed. A [[Glossary#Delete button|Delete button]] now appears for deleting, while "Cancel" = "do not commit the data entered since the last save".
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| + | == See also == |
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− | <br clear=right>
| + | * [[Physical storage]] |
− | == Edit an existing description ==
| + | * [[Upload digital objects]] |
| + | * [[Exit edit mode]] |
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− | [[Image:um3-1Edit1.png|500px|right|thumb|Edit an existing description]]
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− | [[Image:um3-1Edit2.png|500px|right|thumb|Edit an existing description]] | + | [[Category:User manual]] |
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− | 1. Navigate to the description you want to edit.
| + | __NOTOC__ |
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− | *Either click the [[Glossary#Add / edit tab|Add/edit > Archival descriptions]] sub-tab on the [[Glossary#Main menu bar|Main menu bar]] and select the record from the list; or
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− | *Use the [[Glossary#Search / browse box|Search/browse box]] to find the record you want to edit.
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− | *For more information on navigation in ICA-AtoM, see in this manual: [[UM-4|Access content]].
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− | 2. By any method, when you select a description from the [[Glossary#List screen|List]] or [[Glossary#Search results screen|Search results]] screen, ICA-AtoM displays the full record on the [[Glossary#View screen|View screen]], showing any fields in which information has already been entered. To begin editing, click the [[Glossary#Record title bar|Record title bar]] at the head of the record or the [[Glossary#Edit button|Edit button]] at the foot.
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− | 3. ICA-AtoM opens the record on the [[Glossary#Edit screen|Edit screen]]. It displays the record with all [[Glossary#Record area|record areas]] closed; click on an area to access the fields grouped under it.
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− | 4. Add / revise data as required (see [[UM-3.1.1|Data entry: archival descriptions]]) for detailed explanations and notes on fields).
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− | 5. To discard all changes, click the [[Glossary#Cancel button|Cancel button]]; ICA-AtoM returns you to the [[Glossary#View screen|View screen]], with no changes saved.
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− | 6. To save changes, click the [[Glossary#Save button|Save button]]; ICA-AtoM commits the changes and re-loads the page.
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− | *Note that re-loading the page causes all [[Glossary#Record area|record areas]] to '''close'''; this behaviour will be revised in a future release of ICA-AtoM (e.g. page will stay open as it was before save).
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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 [[Glossary#Editor|editors]] and [[Glossary#Administrator|administrators]] 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 [[Glossary#View screen|View]] to the [[Glossary#Edit screen|Edit]] screen by clicking the [[Glossary#Record title bar|Record title bar]] or [[Glossary#Edit button|Edit button]].
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− | 3. Click the [[Glossary#Delete button|Delete button]].
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− | 4. ICA-AtoM prompts you to confirm the delete request; click "OK".
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− | 5. ICA-AtoM deletes the record and returns you to the [[Glossary#List screen|List 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 [[Glossary#Access point|access points]] assigned to the description are also deleted.
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− | *Any date [[Glossary#Event|events]] associated with the description are also deleted.
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− | *The [[Glossary#Authority record|authority record]] of the associated creator is '''not''' deleted.
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− | *The [[Glossary#Archival institution|archival institution]] record of the associated repository is '''not''' deleted.
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− | <br clear=right>
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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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− | You can exit the [[Glossary#Edit screen|Edit screen]] by a number of methods. Whatever you do, '''always click the [[Glossary#Save button|Save button]] before exiting''', otherwise any changes you made will '''not''' be saved.
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− | 1. Click the [[Glossary#Record title bar|Record title bar]] to return to the description in [[Glossary#View mode|view mode]] ([[Glossary#View screen|View screen]]).
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− | 2. Click a sub-tab on the [[Glossary#Main menu bar|Main menu bar]] to go to that [[Glossary#List screen|List screen]]).
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− | 3. Use the [[Glossary#Search / browse box|Search/browse box]] to run a search or browse action.
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− | 4. Click the [[Glossary#ICA-AtoM logo|ICA-AtoM logo]] to return to the [[Glossary#Home screen|Home screen]].
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− | 5. Click a link on the [[Glossary#System menu|System menu]] to launch some other action.
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