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| − | [[Main Page]] > [[User manual]] > [[UM-3 | UM-3 Add / edit content]] > UM-3.3 Add / edit archival institution descriptions
| + | {{DISPLAYTITLE:Archival institutions}} |
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| − | == Add / edit archival institutions ==
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| − | This page describes how to create, edit and delete descriptions of [[Glossary#Archival institution|archival institutions]] and how to exit the [[Glossary#Edit screen|Edit screen]] (return to the [[Glossary#View mode|view mode]]).
| + | [[Main Page]] > [[User manual]] > [[Add/edit content]] > Add/edit archival institutions |
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| − | For detailed notes on individual fields, see:
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| − | *[[UM-3.3.1|Data entry: archival institutions]].
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| | + | [[Image:viewInst.png|500px|right|thumb|An archival institution view page]] |
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| − | == Create a new archival description ==
| + | [[Glossary#Archival institution|Archival institution]] descriptions are structured into [[Glossary#Information area|information areas]] based on the ICA's International Standard for Describing Institutions with Archival Holdings ([[RS-3|ISDIAH]]). This section describes how to add, edit, and delete [[Glossary#Archival institution|archival institutions]]. The data entry pages listed below give detailed notes and explanations on every [[Glossary#Field|field]] included on the [[Glossary#Edit page|edit page]]; where there is a one-to-one correspondence between an ISDIAH [[Glossary#Data element|data element]] and an ICA-AtoM [[Glossary#Field|field]], the note typically just gives the ISDIAH rule verbatim. |
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| − | [[Image:um3-3Create1.png|500px|right|thumb|Create a new institution]]
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| − | [[Image:um3-3Create2.png|500px|right|thumb|Create a new institution]]
| + | == 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 institution]] |
| | + | * [[Edit an existing archival institution]] |
| | + | * [[Delete an archival institution]] |
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| − | 2. Click the "Archival institution" 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 institutions.
| + | == Data entry == |
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| | + | * [[ISDIAH identity area]] |
| | + | * [[ISDIAH contact area]] |
| | + | * [[ISDIAH description area]] |
| | + | * [[ISDIAH access area]] |
| | + | * [[ISDIAH services area]] |
| | + | * [[Control area]] |
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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 archival institution screen]] for data entry.
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| | + | == See also == |
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| − | 4. Enter data (see [[UM-3.3.1|Data entry: archival institutions]] for detailed explanations and notes on fields).
| + | [[Exit edit mode]] (same for all record types) |
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| − | 5. Click the [[Glossary#Save button|Save button]] to commit the new record.
| + | [[Category:User manual]] |
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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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| − | <br clear=right>
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| − | == Edit an existing institution ==
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| − | [[Image:um3-3Edit1.png|500px|right|thumb|Edit an existing description]]
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| − | [[Image:um3-3Edit2.png|500px|right|thumb|Edit an existing description]]
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| − | 1. Navigate to the institution 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. Switch from [[Glossary#View mode|View mode]] to [[Glossary#Edit mode|Edit mode]] by clicking the [[Glossary#Record title bar|Record title bar]] or [[Glossary#Edit button|Edit button]]; this takes you to the [[Glossary#Edit screen|Edit archival institution 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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| − | 3. Add / revise data as required (see [[UM-3.3.1|Data entry: archival institutions]]) for detailed explanations and notes on fields).
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| − | 4. 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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| − | 5. 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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| − | 1. Navigate to the institution you want to delete.
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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. Switch from [[Glossary#View mode|View mode]] to [[Glossary#Edit mode|Edit mode]] by clicking the [[Glossary#Record title bar|Record title bar]] or [[Glossary#Edit button|Edit button]]; this takes you to the [[Glossary#Edit screen|Edit screen]].
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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 institution:
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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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| − | <br clear=right>
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| − | == Exit the Edit screen ==
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| − | [[Image:um3-3Exit.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 Save button before exiting, otherwise any changes you made will be lost.'''
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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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