Difference between revisions of "Add/edit archival descriptions"

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[[Main Page]] > [[User manual]] > [[UM-3 | UM-3 Add / edit content]] > UM-3.1 Add / edit archival descriptions
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{{DISPLAYTITLE:Archival descriptions}}
  
== Add / edit archival descriptions ==
 
  
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).
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[[Main Page]] > [[User manual]] > [[Add/edit content]] > Add/edit archival descriptions
  
For detailed notes on individual fields, see:
 
*[[UM-3.4.1|Data entry: archival descriptions]].
 
  
  
== Create a new archival description ==
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== Actions ==
  
[[Image:um3-1Create1.png|500px|right|thumb|Create a new description]]
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* [[Add a new archival description]]
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* [[Edit an existing archival description]]
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* [[Delete an archival description]]
  
[[Image:um3-1Create2.png|500px|right|thumb|Create a new description]]
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== ISAD ==
  
1. Click the [[Glossary#Add / edit tab|Add / edit tab]] on the [[Glossary#Main menu bar|Main menu bar]].
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ICA-AtoM includes a template for describing resources using [[RS-1|General International Standard Archival Description]]. Go to [[ISAD]].
  
  
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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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]].
  
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 ==
  
4. Enter data (see [[UM-3.4.1|Data entry: archival descriptions]] for detailed explanations and notes on fields).
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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]].
  
  
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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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]].
  
6. Note that the behaviour of the [[Glossary#Cancel button|Cancel button]] changes after you first click the [[Glossary#Save button|Save button]].
 
*Before the first save, "Cancel" = "delete the new record" (i.e. do not commit).
 
*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 ==
  
<br clear=right>
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* [[Physical storage]]
== Edit an existing description ==
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* [[Upload digital objects]]
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* [[Exit edit mode]]
  
[[Image:um3-1Edit1.png|500px|right|thumb|Edit an existing description]]
 
  
[[Image:um3-1Edit2.png|500px|right|thumb|Edit an existing description]]
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[[Category:User manual]]
  
1. Navigate to the description you want to edit.
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__NOTOC__
 
 
*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
 
 
 
*Use the [[Glossary#Search / browse box|Search/browse box]] to find the record you want to edit.
 
 
 
*For more information on navigation in ICA-AtoM, see in this manual: [[UM-4|Access content]].
 
 
 
 
 
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.
 
 
 
 
 
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.
 
 
 
 
 
4. Add / revise data as required (see [[UM-3.1.1|Data entry: archival descriptions]]) for detailed explanations and notes on fields).
 
 
 
 
 
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.
 
 
 
 
 
6. To save changes, click the [[Glossary#Save button|Save button]]; ICA-AtoM commits the changes and re-loads the page.
 
*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).
 
 
 
 
 
<br clear=right>
 
== Delete an existing description ==
 
 
 
[[Image:um3-1Delete.png|500px|right|thumb|Delete an existing description]]
 
 
 
Only [[Glossary#Editor|editors]] and [[Glossary#Administrator|administrators]] can delete records in ICA-AtoM. To delete an archival description:
 
 
 
 
 
1. Navigate to the description you want to delete.
 
 
 
 
 
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]].
 
 
 
 
 
3. Click the [[Glossary#Delete button|Delete button]].
 
 
 
 
 
4. ICA-AtoM prompts you to confirm the delete request; click "OK".
 
 
 
 
 
5. ICA-AtoM deletes the record and returns you to the [[Glossary#List screen|List screen]].
 
 
 
 
 
6. Note the following consequences of deleting an archival description:
 
 
 
*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.
 
 
 
*Any [[Glossary#Access point|access points]] assigned to the description are also deleted.
 
 
 
*Any date [[Glossary#Event|events]] associated with the description are also deleted.
 
 
 
*The [[Glossary#Authority record|authority record]] of the associated creator is '''not''' deleted.
 
 
 
*The [[Glossary#Archival institution|archival institution]] record of the associated repository is '''not''' deleted.
 
 
 
 
 
<br clear=right>
 
== Exit the Edit screen ==
 
 
 
[[Image:um3-1Exit.png|500px|right|thumb|Exit the Edit screen]]
 
 
 
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.
 
 
 
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]]).
 
 
 
 
 
2. Click a sub-tab on the [[Glossary#Main menu bar|Main menu bar]] to go to that [[Glossary#List screen|List screen]]).
 
 
 
 
 
3. Use the [[Glossary#Search / browse box|Search/browse box]] to run a search or browse action.
 
 
 
 
 
4. Click the [[Glossary#ICA-AtoM logo|ICA-AtoM logo]] to return to the [[Glossary#Home screen|Home screen]].
 
 
 
 
 
5. Click a link on the [[Glossary#System menu|System menu]] to launch some other action.
 

Latest revision as of 11:53, 19 December 2011

Please note that ICA-AtoM is no longer actively supported by Artefactual Systems.
Visit https://www.accesstomemory.org for information about AtoM, the currently supported version.


Main Page > User manual > Add/edit content > Add/edit archival descriptions


Actions

ISAD

ICA-AtoM includes a template for describing resources using General International Standard Archival Description. Go to ISAD.


Dublin Core

ICA-AtoM includes a template for describing resources using the the unqualified Dublin Core Metadata Element Set, Version 1.1. Go to Dublin Core.


MODS

ICA-AtoM includes a template for describing resources using the the Metadata Object Description Schema (MODS). Note that currently ICA-AtoM supports the Digital Library Federation second level of adoption for MODS (see DLF Aquifer MODS Guidelines Levels of Adoption). Go to MODS.


Rules for Archival Description

ICA-AtoM includes a template for describing resources using the Canadian Rules for Archival Description. Go to Rules for Archival Description.


See also