Difference between revisions of "ISDF relationships area"

From ICA-AtoM
Jump to navigation Jump to search
 
(10 intermediate revisions by one other user not shown)
Line 2: Line 2:
  
  
The purpose of the relationships [[Glossary#Information area|information area]] is to record relationships between different [[Glossary#Authority Functions|functions]] - for example and between [[Glossary#Authority Functions|functions]], [[Glossary#Authority record|authority records]] and [[Glossary#Archival description|archival descriptions]].
+
The purpose of the relationships [[Glossary#Information area|information area]] is to record relationships between different [[Glossary#Authority Functions|functions]] and other [[Glossary#Authority Functions|functions]], and between [[Glossary#Authority Functions|functions]], [[Glossary#Authority record|authority records]] and [[Glossary#Archival description|archival descriptions]].
  
  
 
<div class="clearfix">
 
<div class="clearfix">
 +
</div>
 +
 +
== Related functions ==
 +
 +
<div class="clearfix">
 +
 +
[[Image:editIsdf2.png|500px|right|thumb|Open relationship dialogue box by clicking on the blue Add new link under Related functions]]
 +
 +
To register a new relationship, under Related functions click the blue Add new link. ICA-AtoM opens a pop-up dialogue box for data entry.
 +
 +
</div>
 +
 +
<div class="clearfix">
 +
 +
[[Image:editIsdf3.png|500px|right|thumb|Enter data and click the Submit button]]
  
 +
</div>
  
== Related functions ==
+
<div class="clearfix">
  
[[Image:editIsdf1.png|500px|right|thumb|Open relationship dialogue box by clicking on the blue Add new link under Related Corporate bodies, persons or families]]
+
</div>
  
 
=== Authorized form of name ===
 
=== Authorized form of name ===
Line 34: Line 50:
 
"Record, when relevant, the beginning and/or end date of the relationship." ISDF 5.3.5
 
"Record, when relevant, the beginning and/or end date of the relationship." ISDF 5.3.5
  
Enter the start and end year of the date range. If the start and end years are the same, enter only in the "year" field and leave the "end year" blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.
+
Enter the start and end year of the date range. If the start and end years are the same, enter only in the Date field and leave the End Date blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.
  
 
+
=== Date display ===
== Date display ==
 
  
 
Enter the date range as you want it to appear in [[Glossary#View mode|view mode]].
 
Enter the date range as you want it to appear in [[Glossary#View mode|view mode]].
Line 45: Line 60:
 
== Related authority records ==
 
== Related authority records ==
  
[[Image:editIsdf1.png|500px|right|thumb|Open relationship dialogue box by clicking on the blue Add new link under Related Corporate bodies, persons or families]]
 
  
To register a new relationship, under "Related corporate bodies, persons or families" click the blue "Add new" link. ICA-AtoM opens a pop-up dialogue box for data entry.
+
To register a new relationship, under Related authority records click the blue Add new link. ICA-AtoM opens a pop-up dialogue box for data entry.
  
 
</div>
 
</div>
Line 54: Line 68:
 
=== Authorized form of name ===
 
=== Authorized form of name ===
  
[[Image:isaarRel2.png|500px|right|thumb|Enter data, then click Submit]]
+
[[Image:editIsdf3a.png|500px|right|thumb|Enter data, then click Submit]]
  
"Record the authorized form of name and any relevant unique identifiers, including the authority record identifier, for the related entity." ([[RS-2#5.3.1|ISAAR 5.3.1]])
+
"Record the unique identifier/reference code and the title of the related resource." ISDF 6.1
  
 
Select the name of the related [[Glossary#Authority record|authority record]] by typing in the first few letters and selecting it from the [[Glossary#Drop-down menu|drop-down menu]].
 
Select the name of the related [[Glossary#Authority record|authority record]] by typing in the first few letters and selecting it from the [[Glossary#Drop-down menu|drop-down menu]].
  
  
=== Category of relationship ===
+
=== Nature of relationship ===
 
 
"Record a general category into which the relationship being described falls." ([[RS-2#5.3.2|ISAAR 5.3.2]])
 
 
 
Choose from associative, family, hierarchical, and temporal in the [[Glossary#Drop-down menu|drop-down menu]].
 
  
 
+
"Describe the nature of the relationship between the function and the related resource.
=== Description of relationship ===
+
For relationships with corporate bodies, record information on how the corporate body performs
 
+
the function, e.g. completely, partially, according to legislation, according to mandate." ISDF 6.2
"Record a precise description of the nature of the relationship between the entity described in this authority record and the other related entity, e.g. superior agency, subordinate agency, owner, predecessor, husband, wife, son, cousin, teacher of, student of, professional colleague...A narrative description of the history and/or nature of the relationship may also be provided here." ([[RS-2#5.3.3|ISAAR 5.3.3]])
 
  
  
 
=== Date/end date ===
 
=== Date/end date ===
  
"Record when relevant the commencement date of the relationship or succession date and, when relevant, the cessation date of the relationship." ([[RS-2#5.3.4||ISAAR 5.3.4]])
+
"Record, when relevant, the start and the end date of the relationship." ISDF 6.3
  
Enter the start and end year of the date range. If the start and end years are the same, enter only in the "year" field and leave the "end year" blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.
+
Enter the start and end year of the date range. If the start and end years are the same, enter only in the Date field and leave the End date blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.
  
  
Line 85: Line 94:
 
Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").
 
Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").
  
 
<div class="clearfix">
 
  
 
=== Save changes ===
 
=== Save changes ===
  
[[Image:isaarRel3.png|500px|right|thumb|Relationships area in authority record view page]]
+
Click the Submit button when you have finished entering the relationship information. When you have finished editing the function, click the Save button in the [[Glossary#Button block|button block]]
 
 
Click the Submit button when you have finished entering the relationship information. When you have finished editing the authority record, click the Save button in the [[Glossary#Button block|button block]]
 
 
 
In the [[Glossary#Authority record|authority record]] [[Glossary#View page|view page]], you will see that the relationship information appears with the related entity as a link. Clicking on the link will take you to the [[Glossary#Authority record|authority record]] for the related entity. Note that the relationship information is captured on the [[Glossary#View page|view page]] of the related [[Glossary#Authority record|authority record]]. Editing the relationship information in either [[Glossary#Authority record|authority record]] will save changes to the information in both [[Glossary#Authority record|authority records]].
 
 
 
</div>
 
 
 
  
<div class="clearfix">
+
In the [[Glossary#Function|function]] [[Glossary#View page|view page]], you will see that the relationship information appears with the related [[Glossary#Authority record|authority record]] as a link. Clicking on the link will take you to the [[Glossary#Authority record|authority record]].
  
 
== Related resources ==
 
== Related resources ==
  
In ISAD, creator and accumulator relationships between [[Glossary#Archival description|archival descriptions]] and [[Glossary#Authority record|authority records]] can be created either from the [[Glossary#Archival description|archival description]] [[Glossary#Edit page|edit page]] or from the relationships area in the [[Glossary#Authority record|authority record]] [[Glossary#Edit page|edit page]]. Other types of relationships (contributor, publisher, collector, etc.) can only be created in the relationships area of the [[Glossary#Authority record|authority record]] [[Glossary#Edit page|edit page]].
 
 
[[Image:isaarRel1.png|500px|right|thumb|Open relationship dialogue box by clicking on the blue Add new link under Related resources]]
 
  
When you open the relationships area in an [[Glossary#Authority record|authority record]] that has already been selected as the creator for an [[Glossary#Archival description|archival description]], you will see this relationship listed under related resources.
+
To register a new relationship, under Related resources click the blue Add new link. ICA-AtoM opens a pop-up dialogue box for data entry.
  
To register a new relationship, under "Related resources" click the blue "Add new" link. ICA-AtoM opens a pop-up dialogue box for data entry.
 
  
</div>
+
=== Title ===
  
 +
[[Image:editIsdf4.png|500px|right|thumb|Enter data, then click Submit]]
  
=== Title of related resource ===
+
"Record the unique identifier/reference code and the title of the related resource." ISDF 6.1
  
[[Image:isaarRel4.png|500px|right|thumb|Enter data]]
+
Select the name of the related [[Glossary#Authority record|authority record]] by typing in the first few letters and selecting it from the [[Glossary#Drop-down menu|drop-down menu]].
 
 
The purpose of this field is "[t]o identify uniquely the related resources and/or enable the linking of the authority record to a description of the related resources, where such descriptions exist." ([[RS-2#6.1|ISAAR 2.6.1]])
 
 
 
Select the title of the related [[Glossary#Archival description|archival description]] by typing in the first few letters and selecting it from the [[Glossary#Drop-down menu|drop-down menu]].
 
  
  
 
=== Nature of relationship ===
 
=== Nature of relationship ===
  
"Describe the nature of the relationships between the corporate body, person or family and the related resource, e.g. creator, author, subject, custodian, copyright owner, controller, owner."
+
"Describe the nature of the relationship between the function and the related resource.
 
+
For relationships with corporate bodies, record information on how the corporate body performs
The values in this [[Glossary#Drop-down menu|drop-down menu]] are derived from the event types [[Glossary#Taxonomy|taxonomy]]. ([[RS-2#6.3]]) For instructions on editing taxonomies, see [[add/edit terms]].
+
the function, e.g. completely, partially, according to legislation, according to mandate." ISDF 6.2
 
 
 
 
=== Type of related resource ===
 
 
 
"Identify the type of related resources, e.g. Archival materials (fonds, record series, etc), archival description, finding aid, monograph, journal article, web site, photograph, museum collection, documentary film, oral history recording." ([[RS-2#6.2||ISAAR 2.6.2]])
 
 
 
ICA-AtoM currently permits only one default resource type, "archival material".
 
  
  
 
=== Date/end date ===
 
=== Date/end date ===
  
"Record when relevant the commencement date of the relationship or succession date and, when relevant, the cessation date of the relationship." ([[RS-2#6.4|ISAAR 2.6.4]])
+
"Record, when relevant, the start and the end date of the relationship." ISDF 6.3
  
Enter the start and end year of the date range. If the start and end years are the same, enter only in the "year" field and leave the "end year" blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.
+
Enter the start and end year of the date range. If the start and end years are the same, enter only in the Date field and leave the End date blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.
  
  
 
=== Date display ===
 
=== Date display ===
  
Enter the date range as you want it to appear in [[Glossary#View mode|view mode]]. Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").
+
Enter the date range as you want it to appear in [[Glossary#View mode|view mode]].
 +
Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").
  
  
 
=== Save changes ===
 
=== Save changes ===
  
[[Image:isaarRel5.png|500px|right|thumb|Relationship displayed in authority record's context menu: in this case, "Collector of"]]
+
[[Image:editIsdf5.png|500px|right|thumb|The related archival description shows the function as a blue link]]Click the Submit button when you have finished entering the relationship information. When you have finished editing the function, click the Save button in the [[Glossary#Button block|button block]].
 
 
Click the Submit button when you have finished entering the relationship information. When you have finished editing the authority record, click the Save button in the [[Glossary#Button block|button block]]
 
 
 
The [[Glossary#Authority record|authority record's]] [[Glossary#Context menu|context menu]] will now show the relationship to the archival material.
 
 
 
[[Image:isaarRel6.png|500px|right|thumb|Relationship displayed in archival description view page]]
 
  
The related [[Glossary#Archival description|archival description]] [[Glossary#View page|view page]] will also show the new relationship in the Date(s) [[Glossary#Field|field]] and as a name [[Glossary#Access point|access point]].
+
In the [[Glossary#Function|function]] [[Glossary#View page|view page]], you will see that the relationship information appears with the related [[Glossary#Archival description|archival description]] as a link. Clicking on the link will take you to the [[Glossary#Archival description|archival description]], which shows the related function as a blue link.
  
  

Latest revision as of 13:52, 9 January 2013

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 functions > ISDF Relationships area


The purpose of the relationships information area is to record relationships between different functions and other functions, and between functions, authority records and archival descriptions.


Related functions

Open relationship dialogue box by clicking on the blue Add new link under Related functions

To register a new relationship, under Related functions click the blue Add new link. ICA-AtoM opens a pop-up dialogue box for data entry.

Enter data and click the Submit button

Authorized form of name

"Record the authorised form(s) of name and any unique identifier of the related function." ISDF 5.3.1


Category

"Record a general category into which the relationship being described falls." IDSF 5.3.3

Choose from associative, family, hierarchical, and temporal in the drop-down menu.


Description

"Record a precise description of the nature of the relationship between the function and the related function." ISDF 5.3.4


Date/end date

"Record, when relevant, the beginning and/or end date of the relationship." ISDF 5.3.5

Enter the start and end year of the date range. If the start and end years are the same, enter only in the Date field and leave the End Date blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.

Date display

Enter the date range as you want it to appear in view mode. Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").


Related authority records

To register a new relationship, under Related authority records click the blue Add new link. ICA-AtoM opens a pop-up dialogue box for data entry.


Authorized form of name

Enter data, then click Submit

"Record the unique identifier/reference code and the title of the related resource." ISDF 6.1

Select the name of the related authority record by typing in the first few letters and selecting it from the drop-down menu.


Nature of relationship

"Describe the nature of the relationship between the function and the related resource. For relationships with corporate bodies, record information on how the corporate body performs the function, e.g. completely, partially, according to legislation, according to mandate." ISDF 6.2


Date/end date

"Record, when relevant, the start and the end date of the relationship." ISDF 6.3

Enter the start and end year of the date range. If the start and end years are the same, enter only in the Date field and leave the End date blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.


Date display

Enter the date range as you want it to appear in view mode. Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").


Save changes

Click the Submit button when you have finished entering the relationship information. When you have finished editing the function, click the Save button in the button block

In the function view page, you will see that the relationship information appears with the related authority record as a link. Clicking on the link will take you to the authority record.

Related resources

To register a new relationship, under Related resources click the blue Add new link. ICA-AtoM opens a pop-up dialogue box for data entry.


Title

Enter data, then click Submit

"Record the unique identifier/reference code and the title of the related resource." ISDF 6.1

Select the name of the related authority record by typing in the first few letters and selecting it from the drop-down menu.


Nature of relationship

"Describe the nature of the relationship between the function and the related resource. For relationships with corporate bodies, record information on how the corporate body performs the function, e.g. completely, partially, according to legislation, according to mandate." ISDF 6.2


Date/end date

"Record, when relevant, the start and the end date of the relationship." ISDF 6.3

Enter the start and end year of the date range. If the start and end years are the same, enter only in the Date field and leave the End date blank. Do not use any qualifiers here (e.g. "ca.") or typographical symbols (e.g. "[194?]") to express uncertainty.


Date display

Enter the date range as you want it to appear in view mode. Add any additional text to qualify date range (e.g. "ca. 1940-1980" or "12 Aug. 1940 - 31 July 1980").


Save changes

The related archival description shows the function as a blue link

Click the Submit button when you have finished entering the relationship information. When you have finished editing the function, click the Save button in the button block.

In the function view page, you will see that the relationship information appears with the related archival description as a link. Clicking on the link will take you to the archival description, which shows the related function as a blue link.