Difference between revisions of "Physical storage"

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__NOTOC__
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[[Main Page]] > [[User manual]] > [[Add/edit content]] > [[Add/edit archival descriptions]] > Physical storage
<span class="pageTitle">archival description: Physical storage</span>
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You can add a physical storage container and location to an archival description or you can view the [[Glossary#Archival description|archival description's]] current container and location, edit the current container information, delete an existing container, assign to an existing container or assign to a new container.
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In ICA-AtoM 1.2 release, you can Manage physical storage from the main menu and you can create a physical storage report (e.g., box list) and print it, see [http://ica-atom.org/doc/Create_physical_storage_locations_report_%26_print  create physical storage locations report and print page.]
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<div class="clearfix">
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== Add physical storage ==
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[[File:Nostorage.png|400px|right|thumb| No physical storage found in context menu]]
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In the View archival description screen under the right-hand context menu you can see that there is no physical storage location associated with these records.
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</div>
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<div class="clearfix">
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== Go to Link physical storage ==
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[[Image:archDescButtonBlockSmall.png|400px|right|thumb|The Link physical storage button is on the lower right of the archival description button block]]
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In the [[Glossary#Archival description|archival description]] [[Glossary#View page|view page]] click the "Link physical storage" button in the button block.
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</div>
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<div class="clearfix">
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== Add container information ==
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[[File:Defaultphysicalstorage.png|400px|right|thumb| Empty physical storage container screen]]
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The default dialog for containers is empty. You can select a container name from existing containers in the database by clicking in the field under "Containers". A list of existing containers will appear for you to select from. If you want to create a new container, enter data into "Name", "Location" and select a type from the drop-down list. Once you have entered all the information remember to click on the "Save" button in the button block. If you click on "Cancel" ICA-AtoM will return you to the View archival description screen but no physical storage container will be added.
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</div>
  
[[Main Page]] > [[User manual]] > [[UM-3 | UM-3 Add / edit content]] > [[UM-3.1|UM3.1 Add / edit archival descriptions]] > UM-3.1.8 Physical storage
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<div class="clearfix">
  
[[Image:UM-3.1.8_1.png|500px|right|thumb|archival description: physical storage area]]
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== View physical storage location ==
  
[[Image:UM-3.1.8_2.png|500px|right|thumb|Edit current container (step 3 above)]]
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[[File:ViewStoragecontextmenu.png|400px|right|thumb| View archival description shows Physical storage location in context menu]]
  
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After you save the physical storage container and location information, ICA-AtoM takes you to the View archival description screen. In the context menu on the right-side of the screen and at the bottom, you will now see the Physical Storage location information.
  
Use this [[Information area|information area]] to:
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If you click on the hyperlink Container Name, ICA-AtoM will take you to the View Physical storage screen and you can choose to print the information, edit or delete. See, [http://ica-atom.org/doc/Create_physical_storage_locations_report_%26_print Physical storage report & print.] Note: Only logged-in users will be presented with a hyperlink and be able to view the actual location. Unauthorized users will see the Name (without hyperlink) and the box type, but not the location.
*Select the [[archival institution]] which holds the records (Dublin Core and MODS templates only)
 
*View the resource's current container / location
 
*Edit the resource's current container information
 
*Delete an existing container
 
*Assign to an existing container
 
*Create a new container and assign the resource to it
 
  
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== View current container/location ==
  
<span id="view"></span>
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[[File:Containers.png|400px|right|thumb|The "containers" section in the physical storage edit page]]
  
1. '''Select repository (archival institution) (Dublin Core and MODS templates only)'''
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If the [[Glossary#Archival description|archival description]] is currently assigned to a container, the "containers" section will appear. This shows the container name, its location, and its type. If the resource is not currently assigned to a container, this section will not appear.
*'''NOTE: Select a repository only at the highest [[level of description]]'''; leave this field blank at the lower levels if they are all held by the same repository. It is important to remember this because if a repository is selected for the lower levels then these lower levels will all be displayed in the [[holdings]] area of an archival institution's [[context menu box]].
 
  
*From the [[drop-down menu]], select the [[archival institution]] that holds the resource being described.
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</div>
  
*The list in the [[drop-down menu]] is generated from all existing [[archival institution]] records.
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<div class="clearfix">
  
*If the repository does '''not''' appear in this list, you need to create it separately; see [[UM-3.3|UM-3.3 Add / edit archival institutions]].
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== Edit current container ==
  
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[[File:Editphysicalstorage.png|400px|right|thumb| Edit physical storage]]
  
2. '''View current container / location'''
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If the [[Glossary#Archival description|archival description]] is currently assigned to a container and the container information needs to be updated (e.g. the type is not correct or the location has changed), click the "pencil"[[Glossary#Edit icon|edit icon]]. ICA-AtoM routes you to the Edit physical storage screen for the container; change the "Name", "Location", or "Type" as required and click the "save" button in the [[Glossary#Button block|button block]]. ICA-AtoM returns you to the [[Glossary#Archival description|archival description]] [[Glossary#View page|view page]].
  
*If the resource is currently assigned to a container, the ''containers'' section will appear.
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</div>
  
*This shows the ''container name'', its ''location'', and its ''type''.
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<div class="note">
  
*If the resource is '''not''' currently assigned to a container, this section will '''not''' appear on your screen.
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This action updates '''every''' [[Glossary#Archival description|archival description]] registered to the same container; e.g. if six descriptions are registered to box D9, you need only edit box D9 once and the changes will be reflected in all six descriptions.
  
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</div>
  
<span id="edit"></span>
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</div>
3. '''Edit current container'''
 
  
*If the resource is currently assigned to a container and the container information needs to be updated (e.g. the ''type'' is not correct or the ''location'' has changed), click the [[edit icon]].
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<div class="clearfix>
  
*ICA-AtoM routes you to an [[edit screen]] for the container; change the ''Name'', ''Location'' or ''Type'' as required and click the ''save'' button in the [[button block]].
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== Assign to an existing container ==
  
*ICA-AtoM returns you to the [[archival description]] and re-loads the page, closing all [[Information area|information areas]]. Re-open the [[physical storage]] area to view results of the edit; the ''containers'' area displays the updated information.
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[[Image:SelectContainer.png|400px|right|thumb|Select an existing container from the drop-down menu]]
  
*Note that this action updates '''every''' resource registered to the same container; e.g. if 6 resources are registered to box D9, you need only edit box D9 once and the changes will be reflected in all 6 [[archival description|archival descriptions]].
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To assign the resource to a different container or additional container, use the [[Glossary#Drop-down menu|drop-down menu]] to select the container you want to use. When you save the record, ICA-AtoM will update the description.
  
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</div>
  
<span id="delete"></span>
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<div class="clearfix">
4. '''Remove a resource from an existing container'''
 
  
*You can remove a resource from a container by clicking the [[delete icon]] in the ''containers'' section.
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== Assign to a new container ==
  
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[[Image:createContainer.png|400px|right|thumb|Create a new container]]
  
<span id="assign"></span>
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If the container you want to use does not appear in the [[Glossary#Drop-down menu|drop-down menu]], it is not registered in the system and needs to be created; use the "create a new container" section for this. Enter the container name, type, and location. When you save the record, ICA-AtoM creates the container and assigns the resource to it.
5. '''Assign to an existing container'''
 
  
*To assign the resource to a different container or additional container, use the [[drop-down menu]] to select the container you want to use.
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</div>
  
*When you save the record, ICA-AtoM will update the description.
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<div class="clearfix">
  
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== Delete a container ==
  
<span id="create"></span>
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Navigate to the container from the context menu of an [[Glossary#Archival description|archival description]] by selecting the "Link physical storage" button in the button block and under the Containers area, click the "X" delete icon. This will delete the container from all linked [[Glossary#Archival description|archival descriptions]] but will not delete the descriptions themselves.
6. '''Create a new container'''
 
  
*If the container you want to use does '''not''' appear in the [[drop-down menu]] in step 5 above, it is not registered in the system and needs to be created; use the ''create a new container'' section for this.
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</div>
  
*Enter the container ''name'', ''type'', and ''location''.
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__NOTOC__
  
*When you save the record, ICA-AtoM creates the container and assigns the resource to it.
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[[Category:User manual]]

Latest revision as of 11:32, 20 July 2012

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 > Physical storage


You can add a physical storage container and location to an archival description or you can view the archival description's current container and location, edit the current container information, delete an existing container, assign to an existing container or assign to a new container.

In ICA-AtoM 1.2 release, you can Manage physical storage from the main menu and you can create a physical storage report (e.g., box list) and print it, see create physical storage locations report and print page.

Add physical storage

No physical storage found in context menu

In the View archival description screen under the right-hand context menu you can see that there is no physical storage location associated with these records.

Go to Link physical storage

The Link physical storage button is on the lower right of the archival description button block

In the archival description view page click the "Link physical storage" button in the button block.

Add container information

Empty physical storage container screen

The default dialog for containers is empty. You can select a container name from existing containers in the database by clicking in the field under "Containers". A list of existing containers will appear for you to select from. If you want to create a new container, enter data into "Name", "Location" and select a type from the drop-down list. Once you have entered all the information remember to click on the "Save" button in the button block. If you click on "Cancel" ICA-AtoM will return you to the View archival description screen but no physical storage container will be added.

View physical storage location

View archival description shows Physical storage location in context menu

After you save the physical storage container and location information, ICA-AtoM takes you to the View archival description screen. In the context menu on the right-side of the screen and at the bottom, you will now see the Physical Storage location information.

If you click on the hyperlink Container Name, ICA-AtoM will take you to the View Physical storage screen and you can choose to print the information, edit or delete. See, Physical storage report & print. Note: Only logged-in users will be presented with a hyperlink and be able to view the actual location. Unauthorized users will see the Name (without hyperlink) and the box type, but not the location.

View current container/location

The "containers" section in the physical storage edit page

If the archival description is currently assigned to a container, the "containers" section will appear. This shows the container name, its location, and its type. If the resource is not currently assigned to a container, this section will not appear.

Edit current container

Edit physical storage

If the archival description is currently assigned to a container and the container information needs to be updated (e.g. the type is not correct or the location has changed), click the "pencil"edit icon. ICA-AtoM routes you to the Edit physical storage screen for the container; change the "Name", "Location", or "Type" as required and click the "save" button in the button block. ICA-AtoM returns you to the archival description view page.

This action updates every archival description registered to the same container; e.g. if six descriptions are registered to box D9, you need only edit box D9 once and the changes will be reflected in all six descriptions.

Assign to an existing container

Select an existing container from the drop-down menu

To assign the resource to a different container or additional container, use the drop-down menu to select the container you want to use. When you save the record, ICA-AtoM will update the description.

Assign to a new container

Create a new container

If the container you want to use does not appear in the drop-down menu, it is not registered in the system and needs to be created; use the "create a new container" section for this. Enter the container name, type, and location. When you save the record, ICA-AtoM creates the container and assigns the resource to it.

Delete a container

Navigate to the container from the context menu of an archival description by selecting the "Link physical storage" button in the button block and under the Containers area, click the "X" delete icon. This will delete the container from all linked archival descriptions but will not delete the descriptions themselves.