Difference between revisions of "Glossary"
| Line 4: | Line 4: | ||
== About page == | == About page == | ||
| − | The about page provides general information on ICA-AtoM. It can be reached via the [[System menu|system menu]] in the top right-hand corner of your screen. The content of the about page can be edited by [[Administrator|administrators]] (see [[UM-7.3.1|UM-7.3.1 Customize the home and about pages]]). | + | The about page provides general information on ICA-AtoM. It can be reached via the [[#System menu|system menu]] in the top right-hand corner of your screen. The content of the about page can be edited by [[#Administrator|administrators]] (see [[UM-7.3.1|UM-7.3.1 Customize the home and about pages]]). |
== Access point == | == Access point == | ||
| − | An access point is "A name, term, keyword, phrase or code that may be used to search, identify and locate an archival description." (''ISAD(G)'' glossary). In ICA-AtoM access points are derived from [[Authority record|authority records]] and [[Taxonomy|taxonomies]] created and customized by users. See [[UM-3.1.10|UM-3.1.10 Archival description: Access points]] and [[UM-3.5|UM-3.5 Edit taxonomies (terms)]]. | + | An access point is "A name, term, keyword, phrase or code that may be used to search, identify and locate an archival description." (''ISAD(G)'' glossary). In ICA-AtoM access points are derived from [[#Authority record|authority records]] and [[#Taxonomy|taxonomies]] created and customized by users. See [[UM-3.1.10|UM-3.1.10 Archival description: Access points]] and [[UM-3.5|UM-3.5 Edit taxonomies (terms)]]. |
== Access privilege == | == Access privilege == | ||
| − | Access privileges control the ways a user is able to interact with ICA-AtoM. For example, some users are able to add and edit content while others may only be able to search and browse content. Access privileges are based on defined [[User role|user roles]] (see [[UM-2.3|UM-2.3 User roles]]). | + | Access privileges control the ways a user is able to interact with ICA-AtoM. For example, some users are able to add and edit content while others may only be able to search and browse content. Access privileges are based on defined [[#User role|user roles]] (see [[UM-2.3|UM-2.3 User roles]]). |
| Line 21: | Line 21: | ||
[[Image:G Add edit tab.png|500px|right|thumb|Add/Edit tab with archival description sub-tab selected]] | [[Image:G Add edit tab.png|500px|right|thumb|Add/Edit tab with archival description sub-tab selected]] | ||
| − | The add/edit tab allows authorized users to create, modify and delete content. Only logged-in users can see the add/edit tab, which contains four sub-tabs: [[Archival description|archival description]], [[Authority record|authority record]], [[Archival institution|archival institution]] and [[Term|term]]. | + | The add/edit tab allows authorized users to create, modify and delete content. Only logged-in users can see the add/edit tab, which contains four sub-tabs: [[#Archival description|archival description]], [[#Authority record|authority record]], [[#Archival institution|archival institution]] and [[#Term|term]]. |
| Line 28: | Line 28: | ||
[[Image:G Add new.png|500px|right|thumb|Add new button (shown in view screen)]] | [[Image:G Add new.png|500px|right|thumb|Add new button (shown in view screen)]] | ||
| − | The add new button is located at the bottom of the [[View screen|view screen]] and in the [[Button block|button block]] of the [[Edit screen|edit screen]] and allows users to add new records ([[Archival description|archival descriptions]], [[Authority record|authority records]], [[Archival institution|archival institutions]] and [[Term|terms]]) to ICA-AtoM. | + | The add new button is located at the bottom of the [[#View screen|view screen]] and in the [[#Button block|button block]] of the [[#Edit screen|edit screen]] and allows users to add new records ([[#Archival description|archival descriptions]], [[#Authority record|authority records]], [[#Archival institution|archival institutions]] and [[#Term|terms]]) to ICA-AtoM. |
| Line 35: | Line 35: | ||
[[Image:G Admin tab.png|500px|right|thumb|Admin tab]] | [[Image:G Admin tab.png|500px|right|thumb|Admin tab]] | ||
| − | The admin tab allows users with [[Administrator|administrator]] access to customize ICA-AtoM to meet institution-specific requirements and to manage [[User account|user accounts]] and [[User profile|user profiles]] (see [[UM-7|UM-7 Administer ICA-AtoM]]). | + | The admin tab allows users with [[#Administrator|administrator]] access to customize ICA-AtoM to meet institution-specific requirements and to manage [[#User account|user accounts]] and [[#User profile|user profiles]] (see [[UM-7|UM-7 Administer ICA-AtoM]]). |
== Administrator == | == Administrator == | ||
| − | The Administrator is a type of user who has [[Access privilege|access privileges]] to do the following: install or uninstall ICA-AtoM; create, read, update or delete any record; customize ICA-AtoM to institution-specific requirements; and manage [[User account|user accounts]] and [[User profile|user profiles]] (see [[UM-2.3|UM-2.3 User roles]] and [[UM-7|UM-7 Administer ICA-AtoM]]). | + | The Administrator is a type of user who has [[#Access privilege|access privileges]] to do the following: install or uninstall ICA-AtoM; create, read, update or delete any record; customize ICA-AtoM to institution-specific requirements; and manage [[#User account|user accounts]] and [[#User profile|user profiles]] (see [[UM-2.3|UM-2.3 User roles]] and [[UM-7|UM-7 Administer ICA-AtoM]]). |
| Line 47: | Line 47: | ||
[[Image:G Application logo.png|500px|right|thumb|Application logo]] | [[Image:G Application logo.png|500px|right|thumb|Application logo]] | ||
| − | The application logo is the graphic that appears at the top of all screens in ICA-AtoM. Clicking on the logo will take the user to the application's [[home page]]. ICA-AtoM ships with a default logo that can be replaced by [[Administrator|administrators]] to theme the application to their own institution or [[Network|network]] if desired. See [[UM-7.3.5|UM-7.3.5 Change logo]]. | + | The application logo is the graphic that appears at the top of all screens in ICA-AtoM. Clicking on the logo will take the user to the application's [[#Home page|home page]]. ICA-AtoM ships with a default logo that can be replaced by [[#Administrator|administrators]] to theme the application to their own institution or [[#Network|network]] if desired. See [[UM-7.3.5|UM-7.3.5 Change logo]]. |
== Archival description == | == Archival description == | ||
| − | An archival description is a body of information about an archival record or records. The descriptions provide contextual information about the archival materials and are arranged into hierarchical levels ([[Fonds|fonds]], series, files, items, and variations of these in accordance with institutional standards). In ICA-AtoM the [[Data element|data elements]] used for describing archival records are derived from the ICA's ''General International Standard Archival Description (ISAD-G)''. See [[UM-1.3|UM-1.3 Entity types]] and [[UM-3.1|UM-3.1 Add / edit archival descriptions]]. | + | An archival description is a body of information about an archival record or records. The descriptions provide contextual information about the archival materials and are arranged into hierarchical levels ([[#Fonds|fonds]], series, files, items, and variations of these in accordance with institutional standards). In ICA-AtoM the [[#Data element|data elements]] used for describing archival records are derived from the ICA's ''General International Standard Archival Description (ISAD-G)''. See [[UM-1.3|UM-1.3 Entity types]] and [[UM-3.1|UM-3.1 Add / edit archival descriptions]]. |
== Archival institution == | == Archival institution == | ||
| − | An archival institution is "An organization which keeps and preserves archival material and makes it accessible to the public" (''ISDIAH'' glossary). In ICA-AtoM the [[Data element|data elements]] used to describe such institutions are based on the ICA's ''International Standard for Describing Institutions with Archival Holdings (ISDIAH)''. See [[UM-1.3|UM-1.3 Entity types]] and [[UM-3.3|UM-3.3 Add / edit archival institutions]]. | + | An archival institution is "An organization which keeps and preserves archival material and makes it accessible to the public" (''ISDIAH'' glossary). In ICA-AtoM the [[#Data element|data elements]] used to describe such institutions are based on the ICA's ''International Standard for Describing Institutions with Archival Holdings (ISDIAH)''. See [[UM-1.3|UM-1.3 Entity types]] and [[UM-3.3|UM-3.3 Add / edit archival institutions]]. |
== Archival unit == | == Archival unit == | ||
| − | Archival unit is a generic term for an aggregation of archival materials. A unit can be a [[Fonds|fonds]], series, file, item or variation thereof, depending on institutional standards. A unit may be divided into sub-units for the purposes of description: for example, a [[ | + | Archival unit is a generic term for an aggregation of archival materials. A unit can be a [[#Fonds|fonds]], series, file, item or variation thereof, depending on institutional standards. A unit may be divided into sub-units for the purposes of description: for example, a [[#Fonds|fonds]] may contain several series, each of which may contain several files, and so forth. The smallest (and therefore indivisible) unit is the item. |
== Authority record == | == Authority record == | ||
| − | In ICA-AtoM, authority records are collections of information about actors - corporate bodies, persons or families - who interact with archival materials, typically as [[Creator|creators]]. The [[Data element|data elements]] used to describe authority records are based on the ICA's ''International Standard Archival Authority Record for Corporate Bodies, Persons and Families (ISAAR(CPF))''. ''ISAAR'' Defines authority record as "The authorized form of name combined with othr information elements that identify and describe the named entity and may also point to other related authority records." See [[UM-1.3|UM-1.3 Entity types]] and [[UM-3.2|UM-3.2 Add / edit authority records]]. | + | In ICA-AtoM, authority records are collections of information about actors - corporate bodies, persons or families - who interact with archival materials, typically as [[#Creator|creators]]. The [[#Data element|data elements]] used to describe authority records are based on the ICA's ''International Standard Archival Authority Record for Corporate Bodies, Persons and Families (ISAAR(CPF))''. ''ISAAR'' Defines authority record as "The authorized form of name combined with othr information elements that identify and describe the named entity and may also point to other related authority records." See [[UM-1.3|UM-1.3 Entity types]] and [[UM-3.2|UM-3.2 Add / edit authority records]]. |
| Line 74: | Line 74: | ||
[[Image:G Browse box.png|500px|right|thumb|Browse box]] | [[Image:G Browse box.png|500px|right|thumb|Browse box]] | ||
| − | Browsing allows a user to see all records that have a certain type of [[Access point|access point]] (such as [[Subject|subject]], [[Name|name]] or [[Place|place]]) or other type of [[ | + | Browsing allows a user to see all records that have a certain type of [[#Access point|access point]] (such as [[#Subject|subject]], [[#Name|name]] or [[#Place|place]]) or other type of [[#Filter|filter]], such as [[#Media type|media type]] or type of [[#Entity|entity]]. The browse box is located on the right hand side of all ICA-AtoM screens, including the [[#Home page|home page]]. |
| Line 81: | Line 81: | ||
[[Image:G Button block.png|500px|right|thumb|Button block]] | [[Image:G Button block.png|500px|right|thumb|Button block]] | ||
| − | The button block allows authorized users to add or delete content and to save or reject changes made in the [[Edit screen|edit screens]]. It appears at the bottom of the screen and is designed to float (i.e. remain at the bottom of the screen when the user scrolls up or down in the browser window). | + | The button block allows authorized users to add or delete content and to save or reject changes made in the [[#Edit screen|edit screens]]. It appears at the bottom of the screen and is designed to float (i.e. remain at the bottom of the screen when the user scrolls up or down in the browser window). |
== Child record == | == Child record == | ||
| − | The child record refers to the description of the [[Archival unit|archival unit]] that is one [[Level of description|level of description]] lower than the current unit. For example, if a series belongs to a fonds the series is the child record of the fonds. | + | The child record refers to the description of the [[#Archival unit|archival unit]] that is one [[#Level of description|level of description]] lower than the current unit. For example, if a series belongs to a fonds the series is the child record of the fonds. |
| Line 98: | Line 98: | ||
[[Image:G Column header.png|500px|right|thumb|Column headers]] | [[Image:G Column header.png|500px|right|thumb|Column headers]] | ||
| − | Column headers appear at the top of the lists on [[List screen|list screens]] and give the name of the [[Field|field]] for whatever is being listed below. Clicking on the [[field]] names in the column headers will sort the list alphabetically. | + | Column headers appear at the top of the lists on [[#List screen|list screens]] and give the name of the [[#Field|field]] for whatever is being listed below. Clicking on the [[#Field|field]] names in the column headers will sort the list alphabetically. |
== Context menu == | == Context menu == | ||
| − | The context menu box appears on all [[View screen|view]] and [[Edit screen|edit screens]] to show the current record's relationships to other records, with links. For example, they show the hierarchical placement of [[Archival description|archival descriptions]] within a [[Fonds|fonds]] and the relationship between [[Archival institution|archival institutions]], [[Authority record|authority records]] and archival holdings. See [[UM-4.6|UM-4.6 Navigate: context menu box]]. | + | The context menu box appears on all [[#View screen|view]] and [[#Edit screen|edit screens]] to show the current record's relationships to other records, with links. For example, they show the hierarchical placement of [[#Archival description|archival descriptions]] within a [[#Fonds|fonds]] and the relationship between [[#Archival institution|archival institutions]], [[#Authority record|authority records]] and archival holdings. See [[UM-4.6|UM-4.6 Navigate: context menu box]]. |
| Line 113: | Line 113: | ||
== Controlled vocabulary == | == Controlled vocabulary == | ||
| − | A controlled vocabulary is a set of pre-defined, authorized [[Term|terms]] grouped into [[Taxonomy|taxonomies]] or entered into [[Authority record|authority records]] and used for generating [[Value list|value lists]] and [[Access point|access points]]. See [[UM-3.5|UM-3.5 Edit Taxonomies (terms)]]. | + | A controlled vocabulary is a set of pre-defined, authorized [[#Term|terms]] grouped into [[#Taxonomy|taxonomies]] or entered into [[#Authority record|authority records]] and used for generating [[#Value list|value lists]] and [[#Access point|access points]]. See [[UM-3.5|UM-3.5 Edit Taxonomies (terms)]]. |
| Line 120: | Line 120: | ||
[[Image:G Cover-flow.png|500px|right|thumb|Cover-flow viewer at fonds-level description]] | [[Image:G Cover-flow.png|500px|right|thumb|Cover-flow viewer at fonds-level description]] | ||
| − | [[wikipedia:Cover Flow| | + | [[wikipedia:Cover Flow|Cover Flow]] viewers show sets of [[#Thumbnail|thumbnail]] versions of [[#Digital object|digital objects]] and allow the user to scroll through the [[#Thumbnail|thumbnails]] using a mouse or keyboard scroll arrows. In ICA-AtoM a cover-flow viewer appears in the [[#Context menu box|context menu box]] of [[#Archival description|archival descriptions]] whenever there are associated lower-level descriptions that have digital objects attached. |
== Create button == | == Create button == | ||
| − | The create button, located on the [[Button block|button block]], is used to save new [[Entity|entities]]. Once an entity has been saved for the first time, the create button disappears and is replaced by the ''save'' button, which is used to save all subsequent changes. | + | The create button, located on the [[#Button block|button block]], is used to save new [[#Entity|entities]]. Once an entity has been saved for the first time, the create button disappears and is replaced by the ''save'' button, which is used to save all subsequent changes. |
== Creator == | == Creator == | ||
| − | A creator is "Any entity (corporate body, family or person) that created, accumulated and/or maintained records in the conduct of personal or corporate activity" (''ISAAR'' glossary). In ICA-AtoM, the creator is described in an [[Authority record|authority record]] linked to an [[Archival description|archival description]], usually at the highest [[Level of description|level of description]] only. Lower levels inherit the creator from the [[Parent record|parent record]], unless a different creator is specified. ICA-AtoM can accommodate multiple creators at all [[Level of description|levels of description]]. See [[UM-3.1.5|UM-3.1.5 Archival description: Context area]]. | + | A creator is "Any entity (corporate body, family or person) that created, accumulated and/or maintained records in the conduct of personal or corporate activity" (''ISAAR'' glossary). In ICA-AtoM, the creator is described in an [[#Authority record|authority record]] linked to an [[#Archival description|archival description]], usually at the highest [[#Level of description|level of description]] only. Lower levels inherit the creator from the [[#Parent record|parent record]], unless a different creator is specified. ICA-AtoM can accommodate multiple creators at all [[#Level of description|levels of description]]. See [[UM-3.1.5|UM-3.1.5 Archival description: Context area]]. |
== Data element == | == Data element == | ||
| − | Data elements, or elements of description, are ICA standards-based units of information applied to [[Archival description|archival descriptions]], [[Authority record|authority records]], [[Archival institution|archival institutions]] and [[Term|terms]]. The elements are entered into [[Field|fields]] in ICA-AtoM's [[Edit screen|edit screens]]. | + | Data elements, or elements of description, are ICA standards-based units of information applied to [[#Archival description|archival descriptions]], [[#Authority record|authority records]], [[#Archival institution|archival institutions]] and [[#Term|terms]]. The elements are entered into [[#Field|fields]] in ICA-AtoM's [[#Edit screen|edit screens]]. |
== Database content == | == Database content == | ||
| − | Database content refers to information stored in ICA-Atom's database tables, including [[Data element|data elements]], [[Static page|static page]] content and [[User profile|user profile]] information. | + | Database content refers to information stored in ICA-Atom's database tables, including [[#Data element|data elements]], [[#Static page|static page]] content and [[#User profile|user profile]] information. |
| Line 147: | Line 147: | ||
[[Image:G Default content.png|500px|right|thumb|Default values for levels of description. These can be modified to suit institutional requirements.]] | [[Image:G Default content.png|500px|right|thumb|Default values for levels of description. These can be modified to suit institutional requirements.]] | ||
| − | Default content is any [[Database content|database content]] that is included by default when ICA-AtoM is installed. This includes things like the default [[Home screen|home screen content]] and [[Drop-down menu|drop-down menu]] values that are stored in [[Taxonomy|taxonomies]]. | + | Default content is any [[#Database content|database content]] that is included by default when ICA-AtoM is installed. This includes things like the default [[#Home screen|home screen content]] and [[#Drop-down menu|drop-down menu]] values that are stored in [[#Taxonomy|taxonomies]]. |
== Default source language == | == Default source language == | ||
| − | The default source language is the language in which all [[User interface|user interface]] elements are displayed when ICA-AtoM is opened. The language is specified when the application is installed. Users can switch to other [[Supported language|supported languages]] and [[Translator|translators]] can translate [[Database content|database content]] and [[User interface|user interface]] elements. See [[UM-2.5|UM-2.5 Switch language view]]. and [[UM-5|UM-5 UM Translate content / interface]]. | + | The default source language is the language in which all [[#User interface|user interface]] elements are displayed when ICA-AtoM is opened. The language is specified when the application is installed. Users can switch to other [[#Supported language|supported languages]] and [[#Translator|translators]] can translate [[#Database content|database content]] and [[#User interface|user interface]] elements. See [[UM-2.5|UM-2.5 Switch language view]]. and [[UM-5|UM-5 UM Translate content / interface]]. |
| Line 159: | Line 159: | ||
[[Image:G Delete button.png|500px|right|thumb|Delete button and warning.]] | [[Image:G Delete button.png|500px|right|thumb|Delete button and warning.]] | ||
| − | The delete button appears in the [[Button block|button block]] that is is visible whenever the user opens an [[Edit screen|edit screen]]. Clicking on the delete button will prompt a warning to appear asking whether the user really intends to delete the [[Entity|entity]]. | + | The delete button appears in the [[#Button block|button block]] that is is visible whenever the user opens an [[#Edit screen|edit screen]]. Clicking on the delete button will prompt a warning to appear asking whether the user really intends to delete the [[#Entity|entity]]. |
| Line 166: | Line 166: | ||
[[Image:G Delete icon.png|500px|right|thumb|Delete icons next to subject and name access points]] | [[Image:G Delete icon.png|500px|right|thumb|Delete icons next to subject and name access points]] | ||
| − | Delete icons are small buttons in [[Edit screen|edit screens]] used to delete values from [[Multi-value field|multi-value fields]], such as those containing [[Event|event]] dates or [[Access point|access points]]. | + | Delete icons are small buttons in [[#Edit screen|edit screens]] used to delete values from [[#Multi-value field|multi-value fields]], such as those containing [[#Event|event]] dates or [[#Access point|access points]]. |
== Developer == | == Developer == | ||
| − | A developer is a programmer who is able to modify the underlying software code of an ICA-AtoM application. In the beta version of ICA-AtoM (v1.0), much of the customization of the application can only be done by developers. In future releases of the software, more and more features will be customizable via [[user interface]] elements available to [[ | + | A developer is a programmer who is able to modify the underlying software code of an ICA-AtoM application. In the beta version of ICA-AtoM (v1.0), much of the customization of the application can only be done by developers. In future releases of the software, more and more features will be customizable via [[#User interface|user interface]] elements available to [[#Administrator|administrators]]. |
| Line 181: | Line 181: | ||
== Draft record == | == Draft record == | ||
| − | A draft record is an [[archival description]] that has not been published. All new and imported [[ | + | A draft record is an [[#Archival description|archival description]] that has not been published. All new and imported [[#Archival description|archival descriptions]] have draft status until the user changes that status to published in the grey box at the bottom of the [[#Archival description|archival description]] [[#Edit screen|edit screen]]. Note that the status is inherited from the highest [[#Level of description|level of description]]. Users who are not logged in cannot view draft records. |
| Line 188: | Line 188: | ||
[[Image:G Value list.png|500px|right|thumb|A drop-down menu in an edit screen]] | [[Image:G Value list.png|500px|right|thumb|A drop-down menu in an edit screen]] | ||
| − | A [[ | + | A [[wikipedia:Drop-down list|drop-down list]] is a list of data-entry options that appears below certain [[#Field|fields]] in [[#Edit screen|edit screens]], the [[#Search box|search box]] and the [[#Browse box|browse box]]. Values are drawn from [[#Controlled vocabulary|controlled-vocabulary]] [[#Term|terms]], [[#Authority record|authority records]] and default data contained in ICA-AtoM's database tables. |
| Line 195: | Line 195: | ||
[[Image:G Edit button.png|500px|right|thumb|Edit button]] | [[Image:G Edit button.png|500px|right|thumb|Edit button]] | ||
| − | The edit button appears at the bottom of [[View screen|view screens]]; clicking the button takes the user to the [[Edit screen|edit screen]] for that record. Note that the user can also switch between view and edit screens by clicking the [[Title bar|title bar]]. | + | The edit button appears at the bottom of [[#View screen|view screens]]; clicking the button takes the user to the [[#Edit screen|edit screen]] for that record. Note that the user can also switch between view and edit screens by clicking the [[#Title bar|title bar]]. |
| Line 202: | Line 202: | ||
[[Image:G Edit icon.png|500px|right|thumb|]] | [[Image:G Edit icon.png|500px|right|thumb|]] | ||
| − | The edit icon appears in [[Edit screen|edit screens]] next to [[Field|fields]] that derive data from a related record. The user clicks the icon to edit the text in the related record. For example, to edit the ''administrative/biographical history'' in an [[Archival description|archival description]], the user must click the edit icon because the data resides in the [[Creator|creator's]] [[Authority record|authority record]]. | + | The edit icon appears in [[#Edit screen|edit screens]] next to [[#Field|fields]] that derive data from a related record. The user clicks the icon to edit the text in the related record. For example, to edit the ''administrative/biographical history'' in an [[#Archival description|archival description]], the user must click the edit icon because the data resides in the [[#Creator|creator's]] [[#Authority record|authority record]]. |
== Edit mode == | == Edit mode == | ||
| − | Edit mode allows the user to add, modify or delete the contents of [[Archival description|archival descriptions,]] [[Authority record|authority records]], [[Archival institution|archival institutions]], [[Term|terms]] and other [[Database content|database content]] using [[Edit screen|edit screens]]. In edit mode, ICA-AtoM displays all [[ | + | Edit mode allows the user to add, modify or delete the contents of [[#Archival description|archival descriptions,]] [[#Authority record|authority records]], [[#Archival institution|archival institutions]], [[#Term|terms]] and other [[#Database content|database content]] using [[#Edit screen|edit screens]]. In edit mode, ICA-AtoM displays all [[#Field|fields]] in a record for data entry. |
| Line 214: | Line 214: | ||
[[Image:G Edit screen.png|500px|right|thumb|Archival institution edit screen with ''identity area'' expanded]] | [[Image:G Edit screen.png|500px|right|thumb|Archival institution edit screen with ''identity area'' expanded]] | ||
| − | Edit screens allow users to add, modify and delete the contents of [[Archival description|archival descriptions,]] [[Authority record|authority records]], [[Archival institution|archival institutions]] and [[Term|terms]]. They are also used to carry out administrative functions such as changing [[User profile|user profiles]] and editing [[Static page|static pages]]. | + | Edit screens allow users to add, modify and delete the contents of [[#Archival description|archival descriptions,]] [[#Authority record|authority records]], [[#Archival institution|archival institutions]] and [[#Term|terms]]. They are also used to carry out administrative functions such as changing [[#User profile|user profiles]] and editing [[#Static page|static pages]]. |
== Editor == | == Editor == | ||
| − | An editor is a type of user who can search, browse, create, edit and delete [[Archival description|archival descriptions]], [[Authority record|authority records]], [[Archival institution|archival institutions]] and [[Term|terms]]. See [[UM-2.3|UM-2.3 User roles]]. | + | An editor is a type of user who can search, browse, create, edit and delete [[#Archival description|archival descriptions]], [[#Authority record|authority records]], [[#Archival institution|archival institutions]] and [[#Term|terms]]. See [[UM-2.3|UM-2.3 User roles]]. |
== Entity == | == Entity == | ||
| − | An entity is an object about which an information system collects data. From the user's perspective, in ICA-AtoM there are four main entities: [[Archival description|archival descriptions]], [[Authority record|authority records]], [[Archival institution|archival institutions]] and [[Term|terms]]. See [[UM-1.3|UM-1.3 Entity Types]]. | + | An entity is an object about which an information system collects data. From the user's perspective, in ICA-AtoM there are four main entities: [[#Archival description|archival descriptions]], [[#Authority record|authority records]], [[#Archival institution|archival institutions]] and [[#Term|terms]]. See [[UM-1.3|UM-1.3 Entity Types]]. |
| Line 234: | Line 234: | ||
== Event == | == Event == | ||
| − | In ICA-AtoM, an event registers an action by an actor (corporate body, person or family) at a particular time or over a span of time and may establish a relationship between the actor and other actors or [[Entity|entities]]. This is accomplished through the use of start and end dates in the ''context area'' of the [[Archival description|archival description]], which links the [[Creator|creator]] or other actor to the records for the period of time delimited by the dates. See [[UM-1.3|UM-1.3 Entity types]] and [[UM-3.1.5|UM-3.1.5 Add / edit archival descriptions > Context area]]. | + | In ICA-AtoM, an event registers an action by an actor (corporate body, person or family) at a particular time or over a span of time and may establish a relationship between the actor and other actors or [[#Entity|entities]]. This is accomplished through the use of start and end dates in the ''context area'' of the [[#Archival description|archival description]], which links the [[#Creator|creator]] or other actor to the records for the period of time delimited by the dates. See [[UM-1.3|UM-1.3 Entity types]] and [[UM-3.1.5|UM-3.1.5 Add / edit archival descriptions > Context area]]. |
== Field == | == Field == | ||
| − | A field is a container for a [[Data element|data element]]. Content is added to or modified in fields in [[Edit screen|edit screens]]. | + | A field is a container for a [[#Data element|data element]]. Content is added to or modified in fields in [[#Edit screen|edit screens]]. |
| Line 248: | Line 248: | ||
[[Image:G Field labels 2.png|500px|right|thumb|Field labels in an archival description edit screen]] | [[Image:G Field labels 2.png|500px|right|thumb|Field labels in an archival description edit screen]] | ||
| − | Field labels identify [[Field|fields]] in [[View screen|view screens]] and [[Edit screen|edit screens]]. In ICA-AtoM 1.0 beta, field labels can only be customized by developers working directly with the code; in a future release an interface for customizing labels will be available to [[Administrator|administrators]]. | + | Field labels identify [[#Field|fields]] in [[#View screen|view screens]] and [[#Edit screen|edit screens]]. In ICA-AtoM 1.0 beta, field labels can only be customized by developers working directly with the code; in a future release an interface for customizing labels will be available to [[#Administrator|administrators]]. |
| Line 255: | Line 255: | ||
[[Image:G Filter.png|500px|right|thumb|Browsing using ''media type'' as a filter]] | [[Image:G Filter.png|500px|right|thumb|Browsing using ''media type'' as a filter]] | ||
| − | A filter is a tool for browsing [[Database content|database content]] from different points of view. Selecting a filter from the [[Drop-down menu|drop-down menu]] in the [[Browse box|browse box]] will generate a list of records organized by that filter. For example, filtering by ''media type'' will display a list of all ''media type'' [[Term|terms]] and the number of [[ | + | A filter is a tool for browsing [[#Database content|database content]] from different points of view. Selecting a filter from the [[#Drop-down menu|drop-down menu]] in the [[#Browse box|browse box]] will generate a list of records organized by that filter. For example, filtering by ''media type'' will display a list of all ''media type'' [[#Term|terms]] and the number of [[#Digital object|digital objects]] in the system of each type. See [[UM-4.4|UM-4.4 Browse]]. |
== Fonds == | == Fonds == | ||
| − | Fonds is an [[Archival unit|archival unit]] defined as "The whole of the records, regardless of form or medium, organically created and/or accumulated and used by a particular person, family, or corporate body in the course of that creator's activities and functions." (''ISAD(G)'' glossary). In ICA-AtoM, the fonds is by default the highest [[Level of description|level of description]]. This default can be changed by [[Administrator|administrators]] (see [[UM-7.3.4|UM-7.3.4 Customize user interface entity labels]]). | + | Fonds is an [[#Archival unit|archival unit]] defined as "The whole of the records, regardless of form or medium, organically created and/or accumulated and used by a particular person, family, or corporate body in the course of that creator's activities and functions." (''ISAD(G)'' glossary). In ICA-AtoM, the fonds is by default the highest [[#Level of description|level of description]]. This default can be changed by [[#Administrator|administrators]] (see [[UM-7.3.4|UM-7.3.4 Customize user interface entity labels]]). |
| Line 267: | Line 267: | ||
[[Image:G Holdings.png|500px|right|thumb|Context menu showing list of archival holdings]] | [[Image:G Holdings.png|500px|right|thumb|Context menu showing list of archival holdings]] | ||
| − | Holdings is a generic term referring to the records and other materials held by [[Archival institution|archival institutions]]. In ICA-AtoM a list of holdings is displayed in the [[Context menu box|context menu box]] on [[Archival institution|archival institution]] [[View screen|view screens]]. The list is generated from the titles of [[Archival description|archival descriptions]] that have the [[Archival institution|archival institution]] selected as a repository (see [[UM-3.1.5|UM-3.1.5 Archival description: Context area, step 6, Repository]]). | + | Holdings is a generic term referring to the records and other materials held by [[#Archival institution|archival institutions]]. In ICA-AtoM a list of holdings is displayed in the [[#Context menu box|context menu box]] on [[#Archival institution|archival institution]] [[#View screen|view screens]]. The list is generated from the titles of [[#Archival description|archival descriptions]] that have the [[#Archival institution|archival institution]] selected as a repository (see [[UM-3.1.5|UM-3.1.5 Archival description: Context area, step 6, Repository]]). |
| Line 274: | Line 274: | ||
[[Image:G Home screen.png|500px|right|thumb|ICA-AtoM home page]] | [[Image:G Home screen.png|500px|right|thumb|ICA-AtoM home page]] | ||
| − | The home page is the first screen the user sees when opening the ICA-AtoM application. It can also be accessed via the ''home'' link on the [[System menu|system menu]] or by clicking the [[Application logo|application logo]]. The content of the home page can be edited by [[Administrator|administrators]] (see [[UM-7.3.1|UM-7.3.1 Customize the home and about pages]]). | + | The home page is the first screen the user sees when opening the ICA-AtoM application. It can also be accessed via the ''home'' link on the [[#System menu|system menu]] or by clicking the [[#Application logo|application logo]]. The content of the home page can be edited by [[#Administrator|administrators]] (see [[UM-7.3.1|UM-7.3.1 Customize the home and about pages]]). |
| Line 281: | Line 281: | ||
[[Image:G Edit screen.png|500px|right|thumb|Edit screen showing information areas; ''identity area'' open]] | [[Image:G Edit screen.png|500px|right|thumb|Edit screen showing information areas; ''identity area'' open]] | ||
| − | Information areas appear on [[Edit screen|edit screens]] and group related [[Field|fields]] based on the organization of elements of description in ICA descriptive standards. Clicking on an information area toggles it between closed (all [[Field|fields]] in that area hidden) and open (all [[Field|fields]] visible). | + | Information areas appear on [[#Edit screen|edit screens]] and group related [[#Field|fields]] based on the organization of elements of description in ICA descriptive standards. Clicking on an information area toggles it between closed (all [[#Field|fields]] in that area hidden) and open (all [[#Field|fields]] visible). |
| Line 288: | Line 288: | ||
[[Image:G Language menu.png|500px|right|thumb|Language menu with English selected]] | [[Image:G Language menu.png|500px|right|thumb|Language menu with English selected]] | ||
| − | The language menu, located in the top-left corner of the screen, allows the user to switch to any of the [[Supported language|supported languages]] in ICA-AtoM. The current language is always underlined. See [[UM-2.5|UM-2.5 Switch language view]]. | + | The language menu, located in the top-left corner of the screen, allows the user to switch to any of the [[#Supported language|supported languages]] in ICA-AtoM. The current language is always underlined. See [[UM-2.5|UM-2.5 Switch language view]]. |
== Language view == | == Language view == | ||
| − | The language view refers to the language in which the [[User interface|user interface]] elements and [[Database content|database content]] are displayed. Users can switch between languages by using the [[Language menu|language menu]]. | + | The language view refers to the language in which the [[#User interface|user interface]] elements and [[#Database content|database content]] are displayed. Users can switch between languages by using the [[#Language menu|language menu]]. |
| Line 300: | Line 300: | ||
[[Image:G Level of description.png|500px|right|thumb|Level of description field with drop-down menu showing value list]] | [[Image:G Level of description.png|500px|right|thumb|Level of description field with drop-down menu showing value list]] | ||
| − | The level of description is "the position of the unit of description in the hierarchy of the fonds" (''ISAD(G)'' glossary). In ICA-AtoM, the level of description is selected from a [[Value list|value list]] in the ''identity'' area of an [[Archival description|archival description]]. See [[UM-3.1.4|UM-3.1.4 Archival description: Identity area]]. | + | The level of description is "the position of the unit of description in the hierarchy of the fonds" (''ISAD(G)'' glossary). In ICA-AtoM, the level of description is selected from a [[#Value list|value list]] in the ''identity'' area of an [[#Archival description|archival description]]. See [[UM-3.1.4|UM-3.1.4 Archival description: Identity area]]. |
| Line 307: | Line 307: | ||
[[Image:G List all button.png|500px|right|thumb|List all button in authority record edit screen]] | [[Image:G List all button.png|500px|right|thumb|List all button in authority record edit screen]] | ||
| − | The list all button is located in the [[Button block|button block]] at the bottom of [[Edit screen|edit screens]]. Clicking the button takes users to the [[List screen|list screen]] for whichever type of [[Entity|entity]] they have been editing. Note that any unsaved data you have entered will be lost when you go the [[List screen|list screen]]; to avoid losing data, always save any changes before clicking the list all button. | + | The list all button is located in the [[#Button block|button block]] at the bottom of [[#Edit screen|edit screens]]. Clicking the button takes users to the [[#List screen|list screen]] for whichever type of [[#Entity|entity]] they have been editing. Note that any unsaved data you have entered will be lost when you go the [[#List screen|list screen]]; to avoid losing data, always save any changes before clicking the list all button. |
| Line 314: | Line 314: | ||
[[Image:G List screen.png|500px|right|thumb|Archival description list screen]] | [[Image:G List screen.png|500px|right|thumb|Archival description list screen]] | ||
| − | The list screen displays summary lists of [[Entity|entities]] such as [[Archival description|archival descriptions,]] [[Authority record|authority records]] and [[Archival institution|archival institutions]] which have been accessed either via the [[Add / edit tab|add/edit tab]] or the [[List all button|list all button]] or by using the [[Search box|search box]] or [[Browse box|browse box]]. Clicking on the blue text takes the user to [[View screen|view screens]] showing full record details. There are also list screens for [[Taxonomy|taxonomies ]] and for other entities such as [[User account|user accounts]] and [[Static page|static pages]]. | + | The list screen displays summary lists of [[#Entity|entities]] such as [[#Archival description|archival descriptions,]] [[#Authority record|authority records]] and [[#Archival institution|archival institutions]] which have been accessed either via the [[#Add / edit tab|add/edit tab]] or the [[#List all button|list all button]] or by using the [[#Search box|search box]] or [[#Browse box|browse box]]. Clicking on the blue text takes the user to [[#View screen|view screens]] showing full record details. There are also list screens for [[#Taxonomy|taxonomies ]] and for other entities such as [[#User account|user accounts]] and [[#Static page|static pages]]. |
| Line 321: | Line 321: | ||
[[Image:G Main menu bar.png|500px|right|thumb|Main menu bar with add/edit tab and archival description sub-tab selected]] | [[Image:G Main menu bar.png|500px|right|thumb|Main menu bar with add/edit tab and archival description sub-tab selected]] | ||
| − | The main menu bar is the the navigational tool located near the top of all screens for logged-in users, right below the [[Application logo|application logo]]. It allows the user to navigate to all the main areas of ICA-AtoM. | + | The main menu bar is the the navigational tool located near the top of all screens for logged-in users, right below the [[#Application logo|application logo]]. It allows the user to navigate to all the main areas of ICA-AtoM. |
== Master digital object == | == Master digital object == | ||
| − | The master digital object is the unaltered version of a [[Digital object|digital object]] that has been uploaded to ICA-AtoM. ICA-AtoM automatically generates a [[Thumbnail|thumbnail]] and a [[Reference display copy|reference display copy]] of the object. Only logged-in users may view master digital objects. See [[UM-6.1|UM-6.1 Upload digital objects]]. | + | The master digital object is the unaltered version of a [[#Digital object|digital object]] that has been uploaded to ICA-AtoM. ICA-AtoM automatically generates a [[#Thumbnail|thumbnail]] and a [[#Reference display copy|reference display copy]] of the object. Only logged-in users may view master digital objects. See [[UM-6.1|UM-6.1 Upload digital objects]]. |
== Media type == | == Media type == | ||
| − | Media type refers to the format of uploaded [[Digital object|digital objects]]. The media type is selected automatically by ICA-AtoM when a digital object is uploaded and the [[Thumbnail|thumbnail]] and [[Reference display copy|reference display copies]] of the object are generated. See [[UM-6.1|UM-6.1 Upload digital objects]]. Note that media type [[Term|terms]] are controlled by the ''media type'' [[Taxonomy|taxonomy]]. ICA-AtoM ships with five [[Term|terms]] (audio, image, text, video, other) that are locked; these cannot be edited or deleted because they are referenced by ICA-AtoM's code. [[Editor|Editors]] and [[Administrator|administrators]] can add new media type [[Term|terms]], but unless developers incorporate these into the code, the system will not be able to do anything with them. | + | Media type refers to the format of uploaded [[#Digital object|digital objects]]. The media type is selected automatically by ICA-AtoM when a digital object is uploaded and the [[#Thumbnail|thumbnail]] and [[#Reference display copy|reference display copies]] of the object are generated. See [[UM-6.1|UM-6.1 Upload digital objects]]. Note that media type [[#Term|terms]] are controlled by the ''media type'' [[#Taxonomy|taxonomy]]. ICA-AtoM ships with five [[#Term|terms]] (audio, image, text, video, other) that are locked; these cannot be edited or deleted because they are referenced by ICA-AtoM's code. [[#Editor|Editors]] and [[#Administrator|administrators]] can add new media type [[#Term|terms]], but unless developers incorporate these into the code, the system will not be able to do anything with them. |
== Multi-repository system == | == Multi-repository system == | ||
| − | A multi-repository system exists when a single instance of ICA-AtoM is used by a [[Network|network]] of [[Archival institution|archival institutions]]. | + | A multi-repository system exists when a single instance of ICA-AtoM is used by a [[#Network|network]] of [[#Archival institution|archival institutions]]. |
| Line 343: | Line 343: | ||
[[Image:G Multi-value field.png|500px|right|thumb|A multi-value field. The first entry has been saved and a second entry is being added in edit mode.]] | [[Image:G Multi-value field.png|500px|right|thumb|A multi-value field. The first entry has been saved and a second entry is being added in edit mode.]] | ||
| − | A multi-value field is a [[Field|field]] that is structured to contain more than one data entry. Values will appear as a list below the [[Field label|field label]]. To register multiple values in ICA-AtoM 1.0 beta, enter data, save the record and repeat as required. To delete a value, click the [[Delete icon|delete icon]] beside it in the list. | + | A multi-value field is a [[#Field|field]] that is structured to contain more than one data entry. Values will appear as a list below the [[#Field label|field label]]. To register multiple values in ICA-AtoM 1.0 beta, enter data, save the record and repeat as required. To delete a value, click the [[#Delete icon|delete icon]] beside it in the list. |
== Name == | == Name == | ||
| − | In ICA-AtoM, names are registered in [[ | + | In ICA-AtoM, names are registered in [[#Authority record|authority records]] for corporate bodies, persons and families who interact with archival materials as e.g. [[#Creator|creators]], custodians and publishers. Names can be applied as access points to archival descriptions. See [[UM-3.1.10|UM-3.1.10 Archival description: access points]]. |
== Network == | == Network == | ||
| − | A network is an aggregation of institutions using one instance of ICA-AtoM to produce a union list of archival holdings (a [[Multi-repository system|multi-repository system]]). | + | A network is an aggregation of institutions using one instance of ICA-AtoM to produce a union list of archival holdings (a [[#Multi-repository system|multi-repository system]]). |
| Line 360: | Line 360: | ||
[[Image:G Screen title.png|500px|right|thumb|Screen title indicating a list screen]] | [[Image:G Screen title.png|500px|right|thumb|Screen title indicating a list screen]] | ||
| − | The screen title indicates what kind of screen a user is viewing. For example, it indicates whether [[Archival description|archival descriptions]], [[Authority record|authority records]] or [[Archival institution|archival institutions]] are being displayed in a [[View screen|view screen]], [[Edit screen|edit screen]] or [[List screen|list screen]]. | + | The screen title indicates what kind of screen a user is viewing. For example, it indicates whether [[#Archival description|archival descriptions]], [[#Authority record|authority records]] or [[#Archival institution|archival institutions]] are being displayed in a [[#View screen|view screen]], [[#Edit screen|edit screen]] or [[#List screen|list screen]]. |
== Parent record == | == Parent record == | ||
| − | The parent record refers to the description of the [[Archival unit|archival unit]] that is one [[Level of description|level of description]] higher than the current unit. For example, the parent record of a sub-series is the series to which it belongs. | + | The parent record refers to the description of the [[#Archival unit|archival unit]] that is one [[#Level of description|level of description]] higher than the current unit. For example, the parent record of a sub-series is the series to which it belongs. |
== Password == | == Password == | ||
| − | Passwords are required by every user of the system who needs to be able to create, edit or delete content. The initial passwords are set by the [[Administrator|system administrator]] (see [[UM-7.2.1|UM-7.2.1 Add a new user]]) and can subsequently be changed by the user (see [[UM-7.2.2|UM-7.2.2 Change your password]]). | + | Passwords are required by every user of the system who needs to be able to create, edit or delete content. The initial passwords are set by the [[#Administrator|system administrator]] (see [[UM-7.2.1|UM-7.2.1 Add a new user]]) and can subsequently be changed by the user (see [[UM-7.2.2|UM-7.2.2 Change your password]]). |
== Place == | == Place == | ||
| − | In ICA-AtoM, a place is a geographic location registered in a [[Taxonomy|taxonomy]] and used as an [[Access point|access point]] in [[Archival description|archival descriptions]], [[Authority record|authority records]] and [[Archival institution|archival institutions]]. | + | In ICA-AtoM, a place is a geographic location registered in a [[#Taxonomy|taxonomy]] and used as an [[#Access point|access point]] in [[#Archival description|archival descriptions]], [[#Authority record|authority records]] and [[#Archival institution|archival institutions]]. |
== Physical storage == | == Physical storage == | ||
| − | Physical storage is a grouping of [[Field|fields]] relating to the management of physical objects such as folders, boxes, shelves and cabinets. In ICA-AtoM, users can create and edit information about physical objects in the physical storage [[edit screen]] accessible through the physical storage [[information area]] in [[Archival description|archival descriptions]], and link the objects to the [[Archival unit|archival units]] they contain. See [[UM-3.1.12|UM3.1.12 Archival description: Physical storage]]. | + | Physical storage is a grouping of [[#Field|fields]] relating to the management of physical objects such as folders, boxes, shelves and cabinets. In ICA-AtoM, users can create and edit information about physical objects in the physical storage [[#Edit screen|edit screen]] accessible through the physical storage [[#Information area|information area]] in [[#Archival description|archival descriptions]], and link the objects to the [[#Archival unit|archival units]] they contain. See [[UM-3.1.12|UM3.1.12 Archival description: Physical storage]]. |
== Published record == | == Published record == | ||
| − | A published record is an [[archival description]] that has had its status changed from draft to published in the grey box at the bottom of the [[archival description]] [[edit screen]]. Note that the status is inherited from the highest [[level of description]]; for example, when a [[fonds]] description is changed from draft to published, all [[ | + | A published record is an [[#Archival description|archival description]] that has had its status changed from draft to published in the grey box at the bottom of the [[#Archival description|archival description]] [[#Edit screen|edit screen]]. Note that the status is inherited from the highest [[#Level of description|level of description]]; for example, when a [[#Fonds|fonds]] description is changed from draft to published, all [[#Child record|child levels]] within the fonds are automatically changed as well. Once [[#Archival description|archival descriptions]] have been published, users who are not logged in can view them. |
== Reference display copy == | == Reference display copy == | ||
| − | A reference display copy is a low-resolution version of a [[Master digital object|master digital object]] generated automatically by ICA-AtoM on upload. It is used to display images on the [[Digital object|digital object]] [[View screen|view screen]] when the user clicks on a [[Thumbnail|thumbnail]] and in the ''digital object'' area of [[Edit screen|edit screens]]. See [[UM-6.1| UM-6.1 Upload digital objects]]. | + | A reference display copy is a low-resolution version of a [[#Master digital object|master digital object]] generated automatically by ICA-AtoM on upload. It is used to display images on the [[#Digital object|digital object]] [[#View screen|view screen]] when the user clicks on a [[#Thumbnail|thumbnail]] and in the ''digital object'' area of [[#Edit screen|edit screens]]. See [[UM-6.1| UM-6.1 Upload digital objects]]. |
| Line 402: | Line 402: | ||
[[Image:G Search box.png|500px|right|thumb|Search box showing "city" entered as a search query]] | [[Image:G Search box.png|500px|right|thumb|Search box showing "city" entered as a search query]] | ||
| − | The search box is used to find descriptions in ICA-AtoM that contain text matching a search query. The search box is located on the right hand side of all ICA-AtoM screens, including the [[home page]]. See [[UM-4|UM-4 Access content]]. | + | The search box is used to find descriptions in ICA-AtoM that contain text matching a search query. The search box is located on the right hand side of all ICA-AtoM screens, including the [[#Home page|home page]]. See [[UM-4|UM-4 Access content]]. |
== Search/browse box == | == Search/browse box == | ||
| − | See [[Search box|search box]] and [[Browse box|browse box]]. | + | See [[#Search box|search box]] and [[#Browse box|browse box]]. |
| Line 414: | Line 414: | ||
[[Image:G Search results screen.png|500px|right|thumb|Search results screen]] | [[Image:G Search results screen.png|500px|right|thumb|Search results screen]] | ||
| − | The search results screen lists descriptions retrieved through queries entered into the [[Search box|search box]]. The screen re-states the search query, counts the results, and lists summary results. Clicking on the blue text in the summary results takes the user to the full record. | + | The search results screen lists descriptions retrieved through queries entered into the [[#Search box|search box]]. The screen re-states the search query, counts the results, and lists summary results. Clicking on the blue text in the summary results takes the user to the full record. |
== Setting == | == Setting == | ||
| − | Settings is a broad term used to describe the properties that affect the way a program looks and functions. In ICA-AtoM, certain settings can be changed by an [[Administrator|administrator]] in order to customize ICA-AtoM to institution-specific requirements. See [[UM-7.3|UM-7.3 Customize Settings]]. | + | Settings is a broad term used to describe the properties that affect the way a program looks and functions. In ICA-AtoM, certain settings can be changed by an [[#Administrator|administrator]] in order to customize ICA-AtoM to institution-specific requirements. See [[UM-7.3|UM-7.3 Customize Settings]]. |
| Line 426: | Line 426: | ||
[[Image:G_Site_description.png|500px|right|thumb|Site description. Note use of Columbia theme (see [[UM-7.5|UM-7.5 Change and configure themes]])]]. | [[Image:G_Site_description.png|500px|right|thumb|Site description. Note use of Columbia theme (see [[UM-7.5|UM-7.5 Change and configure themes]])]]. | ||
| − | The site description appears at the top of the screen directly under the [[site title]]. It is a configurable element - the text can be changed or removed (see [[UM-7.5|UM-7.5 Change and configure themes]]). | + | The site description appears at the top of the screen directly under the [[#Site title|site title]]. It is a configurable element - the text can be changed or removed (see [[UM-7.5|UM-7.5 Change and configure themes]]). |
| Line 433: | Line 433: | ||
[[Image:G_Site_title.png|500px|right|thumb|Site title. Note use of Columbia theme (see [[UM-7.5|UM-7.5 Change and configure themes]])]]. | [[Image:G_Site_title.png|500px|right|thumb|Site title. Note use of Columbia theme (see [[UM-7.5|UM-7.5 Change and configure themes]])]]. | ||
| − | The site title appears at the top of the screen next to the [[application logo]] and over the [[site description]]. It is a configurable element - the text can be changed or removed (see [[UM-7.5|UM-7.5 Change and configure themes]]). | + | The site title appears at the top of the screen next to the [[#Application logo|application logo]] and over the [[#Site description|site description]]. It is a configurable element - the text can be changed or removed (see [[UM-7.5|UM-7.5 Change and configure themes]]). |
== Static page == | == Static page == | ||
| − | Static pages are pages that are designed to look the same each time they are accessed, in contrast to dynamic pages such as [[Search results screen|search results screens]], [[View screen|view screens]] or [[Edit screen|edit screens]]. ICA-AtoM has two static pages, the [[home page]] and the [[about page]]. Static pages can be edited by an [[Administrator|administrator]] (see [[UM-7.3.1|UM-7.3.1 Customize the home and about pages]]). | + | Static pages are pages that are designed to look the same each time they are accessed, in contrast to dynamic pages such as [[#Search results screen|search results screens]], [[#View screen|view screens]] or [[#Edit screen|edit screens]]. ICA-AtoM has two static pages, the [[#Home page|home page]] and the [[#About page|about page]]. Static pages can be edited by an [[#Administrator|administrator]] (see [[UM-7.3.1|UM-7.3.1 Customize the home and about pages]]). |
== Subject == | == Subject == | ||
| − | In ICA-AtoM, subjects are [[Controlled vocabulary|controlled-vocabulary]] [[Term|terms]] grouped in a [[Taxonomy|taxonomy]] and used as [[Access point|access points]] in [[Archival description|archival descriptions]]. See [[UM-3.5|UM3-5 Edit taxonomies]] and [[UM-3.1.10|UM-3-1.10 Archival description: Access points]]. | + | In ICA-AtoM, subjects are [[#Controlled vocabulary|controlled-vocabulary]] [[#Term|terms]] grouped in a [[#Taxonomy|taxonomy]] and used as [[#Access point|access points]] in [[#Archival description|archival descriptions]]. See [[UM-3.5|UM3-5 Edit taxonomies]] and [[UM-3.1.10|UM-3-1.10 Archival description: Access points]]. |
== Supported language == | == Supported language == | ||
| − | In ICA-AtoM, a supported language is one into which both [[Data element|data elements]] and [[User interface |user interface]] elements can be translated. In ICA-AtoM version 1.0 beta, the supported languages are Arabic, Dutch, English, Farsi, French, German, Greek, Icelandic, Italian, Japanese, Korean, Portuguese, Spanish and Slovenian. | + | In ICA-AtoM, a supported language is one into which both [[#Data element|data elements]] and [[#User interface |user interface]] elements can be translated. In ICA-AtoM version 1.0 beta, the supported languages are Arabic, Dutch, English, Farsi, French, German, Greek, Icelandic, Italian, Japanese, Korean, Portuguese, Spanish and Slovenian. |
| Line 455: | Line 455: | ||
[[Image:G System menu.png|500px|right|thumb|System menu (user not logged in)]] | [[Image:G System menu.png|500px|right|thumb|System menu (user not logged in)]] | ||
| − | The system menu, located in the upper right hand corner of the screen, contains basic navigational links. These allow the user to go to the [[home page]] and [[About page|about page]], user documentation (help screens) and the log in screen. Logged-in users can also use it to navigate to their [[User profile|user profiles]]. | + | The system menu, located in the upper right hand corner of the screen, contains basic navigational links. These allow the user to go to the [[#Home page|home page]] and [[#About page|about page]], user documentation (help screens) and the log in screen. Logged-in users can also use it to navigate to their [[#User profile|user profiles]]. |
== Taxonomy == | == Taxonomy == | ||
| − | A taxonomy is a grouping of [[Controlled vocabulary|controlled-vocabulary]] [[Term|terms]] used to generate [[Value list|value lists]] and [[Access point|access points]]. See [[UM-3.5|UM-3.5 Edit Taxonomies (terms)]]. | + | A taxonomy is a grouping of [[#Controlled vocabulary|controlled-vocabulary]] [[#Term|terms]] used to generate [[#Value list|value lists]] and [[#Access point|access points]]. See [[UM-3.5|UM-3.5 Edit Taxonomies (terms)]]. |
== Term == | == Term == | ||
| − | Terms are the values that make up [[Controlled vocabulary|controlled vocabularies]]. In ICA-AtoM, terms are grouped into [[Taxonomy|taxonomies]] that can be created, modified and deleted through the ''term'' sub-tab of the [[Add / edit tab|add/edit tab]]. See [[UM-3.5|UM-3.5 Edit Taxonomies (terms)]]. | + | Terms are the values that make up [[#Controlled vocabulary|controlled vocabularies]]. In ICA-AtoM, terms are grouped into [[#Taxonomy|taxonomies]] that can be created, modified and deleted through the ''term'' sub-tab of the [[#Add / edit tab|add/edit tab]]. See [[UM-3.5|UM-3.5 Edit Taxonomies (terms)]]. |
== Thumbnail == | == Thumbnail == | ||
| − | A thumbnail is a small, low-resolution version of a [[Master digital object|master digital object]] generated automatically by ICA-AtoM on upload. Thumbnails are displayed on [[View screen|view screens]], in the ''digital object'' [[Information area|information area]] of [[Edit screen|edit screens]], and in [[Cover-flow viewer|cover-flow]] views at higher levels of description. See [[UM-6.1|UM-6.1 Upload digital objects]]. | + | A thumbnail is a small, low-resolution version of a [[#Master digital object|master digital object]] generated automatically by ICA-AtoM on upload. Thumbnails are displayed on [[#View screen|view screens]], in the ''digital object'' [[#Information area|information area]] of [[#Edit screen|edit screens]], and in [[#Cover-flow viewer|cover-flow]] views at higher levels of description. See [[UM-6.1|UM-6.1 Upload digital objects]]. |
| Line 477: | Line 477: | ||
[[Image:G Title bar.png|500px|right|thumb|Title bar in view authority record screen]] | [[Image:G Title bar.png|500px|right|thumb|Title bar in view authority record screen]] | ||
| − | The title bar appears at the top of [[Archival description|archival descriptions,]] [[Authority record|authority records]] and [[Archival institution|archival institutions]]. Clicking on the title bar allows the user to switch back and forth between the [[View screen|view screen]] and [[Edit screen|edit screen]] for that record. | + | The title bar appears at the top of [[#Archival description|archival descriptions,]] [[#Authority record|authority records]] and [[#Archival institution|archival institutions]]. Clicking on the title bar allows the user to switch back and forth between the [[#View screen|view screen]] and [[#Edit screen|edit screen]] for that record. |
| Line 484: | Line 484: | ||
[[Image:G Translate tab.png|500px|right|thumb|Translate tab with user interface sub-tab selected]] | [[Image:G Translate tab.png|500px|right|thumb|Translate tab with user interface sub-tab selected]] | ||
| − | The translate tab allows users with [[Translator|translator]] [[Access privilege|access privileges]] to translate [[User interface|user interface]] elements, [[Data element|data elements]] and [[Default content|default content]]. See [[UM-5|UM-5 Translate content / interface]]. | + | The translate tab allows users with [[#Translator|translator]] [[#Access privilege|access privileges]] to translate [[#User interface|user interface]] elements, [[#Data element|data elements]] and [[#Default content|default content]]. See [[UM-5|UM-5 Translate content / interface]]. |
| Line 491: | Line 491: | ||
[[Image:G Translation bar.png|500px|right|thumb|Translation bar]] | [[Image:G Translation bar.png|500px|right|thumb|Translation bar]] | ||
| − | The translation bar appears at the bottom of the screen when users with [[Translator|translator]] [[Access privilege|access privileges]] select a language from the [[Language menu|language menu]]. Clicking on ''translate user interface'' in the bottom right-hand corner of the bar opens up the [[Translation panel|translation panel]], where the user translates [[User interface|user interface]] elements. See [[UM-5.5|UM-5.5 Translate user interface]]. | + | The translation bar appears at the bottom of the screen when users with [[#Translator|translator]] [[#Access privilege|access privileges]] select a language from the [[#Language menu|language menu]]. Clicking on ''translate user interface'' in the bottom right-hand corner of the bar opens up the [[#Translation panel|translation panel]], where the user translates [[#User interface|user interface]] elements. See [[UM-5.5|UM-5.5 Translate user interface]]. |
| Line 498: | Line 498: | ||
[[Image:G Translation panel.png|500px|right|thumb|Translation panel]] | [[Image:G Translation panel.png|500px|right|thumb|Translation panel]] | ||
| − | The translation panel is used by [[Translator|translators]] to edit [[User interface|user interface]] elements and is accessed via the [[Translation bar|translation bar]]. See [[UM-5.5|UM-5.5 Translate interface]]. | + | The translation panel is used by [[#Translator|translators]] to edit [[#User interface|user interface]] elements and is accessed via the [[#Translation bar|translation bar]]. See [[UM-5.5|UM-5.5 Translate interface]]. |
== Translator == | == Translator == | ||
| − | A translator is a type of user who can translate [[Data element|data elements]] and [[User interface|user interface]] elements. See [[UM-2.3|UM-2.3 User roles]]. | + | A translator is a type of user who can translate [[#Data element|data elements]] and [[#User interface|user interface]] elements. See [[UM-2.3|UM-2.3 User roles]]. |
== User account == | == User account == | ||
| − | User accounts are established in order to manage [[Access privilege|access privileges]] through the assignment of [[User role|user roles]]. Every user who must be able to create, modify, delete or translate content must have a user account. In ICA-AtoM user accounts are established and maintained by [[Administrator|administrators]]. See [[UM-7.2|UM-7.2 Set up and manage user accounts]]. | + | User accounts are established in order to manage [[#Access privilege|access privileges]] through the assignment of [[#User role|user roles]]. Every user who must be able to create, modify, delete or translate content must have a user account. In ICA-AtoM user accounts are established and maintained by [[#Administrator|administrators]]. See [[UM-7.2|UM-7.2 Set up and manage user accounts]]. |
== User interface == | == User interface == | ||
| − | The user interface is the set of elements that allow the user to interact with the ICA-AtoM application. These elements include the [[Main menu bar|main menu bar]], [[Drop-down menu|drop-down menus]], [[Context menu box|context menu boxes]], [[Title bar|title bars]], [[Column header|column headers]], buttons, [[Field|fields]] and [[Field label|field labels]] and any other elements used to navigate ICA-AtoM or to search for, view, add, modify and delete [[Database content|database content]]. The labels of some user interface elements can be customized by [[Administrator|administrators]] (see [[UM-7.3.5|UM 7.3.5 Customize user interface entity labels]]). | + | The user interface is the set of elements that allow the user to interact with the ICA-AtoM application. These elements include the [[#Main menu bar|main menu bar]], [[#Drop-down menu|drop-down menus]], [[#Context menu box|context menu boxes]], [[#Title bar|title bars]], [[#Column header|column headers]], buttons, [[#Field|fields]] and [[#Field label|field labels]] and any other elements used to navigate ICA-AtoM or to search for, view, add, modify and delete [[#Database content|database content]]. The labels of some user interface elements can be customized by [[#Administrator|administrators]] (see [[UM-7.3.5|UM 7.3.5 Customize user interface entity labels]]). |
== User interface translation page == | == User interface translation page == | ||
| − | The user interface translation screen is a list of links to pages that contain all the [[User interface|user interface]] elements that require translation. The screen is accessible only to those users with [[Translator|translator]] [[Access privilege|access privileges]] and is opened by clicking on the ''translate interface'' sub-tab of the [[Translate tab|translate tab]]. See [[UM-5.5|UM-5.5 Translate interface]]. | + | The user interface translation screen is a list of links to pages that contain all the [[#User interface|user interface]] elements that require translation. The screen is accessible only to those users with [[#Translator|translator]] [[#Access privilege|access privileges]] and is opened by clicking on the ''translate interface'' sub-tab of the [[#Translate tab|translate tab]]. See [[UM-5.5|UM-5.5 Translate interface]]. |
== Username == | == Username == | ||
| − | The username is a name supplied by an [[Administrator|administrator]] to any user (other than a [[Researcher|researcher]]) of the ICA-AtoM application as part of the [[User account|user account]]. See [[UM-7.2.1|UM-7.2.1 Add a new user]]. | + | The username is a name supplied by an [[#Administrator|administrator]] to any user (other than a [[#Researcher|researcher]]) of the ICA-AtoM application as part of the [[#User account|user account]]. See [[UM-7.2.1|UM-7.2.1 Add a new user]]. |
== User profile == | == User profile == | ||
| − | A user profile is information about a user managed in a [[user account]]. User profiles are created and maintained by [[Administrator|administrators]] (see [[UM-7.2|7.2.3 Edit user profile]]), although logged-in users can view their own profiles (and change their [[Password|passwords]]) by going through the [[system menu]]. | + | A user profile is information about a user managed in a [[#User account|user account]]. User profiles are created and maintained by [[#Administrator|administrators]] (see [[UM-7.2|7.2.3 Edit user profile]]), although logged-in users can view their own profiles (and change their [[#Password|passwords]]) by going through the [[#System menu|system menu]]. |
== User role == | == User role == | ||
| − | User roles define levels of access to functions in ICA-AtoM, ranging from view-only access to full administration rights. User roles are defined by groups that an [[administrator]] can add and edit. See [[UM-2.3|UM-2.3 User roles]] and [[UM-7.2#Add_and_edit_groups|UM-7.2 Set up and manage user accounts: Add and edit groups]]. | + | User roles define levels of access to functions in ICA-AtoM, ranging from view-only access to full administration rights. User roles are defined by groups that an [[#Administrator|administrator]] can add and edit. See [[UM-2.3|UM-2.3 User roles]] and [[UM-7.2#Add_and_edit_groups|UM-7.2 Set up and manage user accounts: Add and edit groups]]. |
| Line 540: | Line 540: | ||
[[Image:G Value list.png|500px|right|thumb|Value list derived from ''note types'' taxonomy]] | [[Image:G Value list.png|500px|right|thumb|Value list derived from ''note types'' taxonomy]] | ||
| − | Value lists restrict data entry in certain [[Field|fields]] to [[Controlled vocabulary|controlled vocabulary]] [[Term|terms]] or terms derived from [[Authority record|authority records]]. They appear as [[Drop-down menu|drop-down menus]] in [[Edit screen|edit screens]]. | + | Value lists restrict data entry in certain [[#Field|fields]] to [[#Controlled vocabulary|controlled vocabulary]] [[#Term|terms]] or terms derived from [[#Authority record|authority records]]. They appear as [[#Drop-down menu|drop-down menus]] in [[#Edit screen|edit screens]]. |
== View mode == | == View mode == | ||
| − | View mode provides read-only access to the contents of [[Archival description|archival descriptions,]] [[Authority record|authority records]] and [[Archival institution|archival institutions]] using [[View screen|view screens]]. In view mode, ICA-AtoM displays only those [[ | + | View mode provides read-only access to the contents of [[#Archival description|archival descriptions,]] [[#Authority record|authority records]] and [[#Archival institution|archival institutions]] using [[#View screen|view screens]]. In view mode, ICA-AtoM displays only those [[#Field|fields]] in a record which contain data. |
| Line 552: | Line 552: | ||
[[Image:G View screen.png|500px|right|thumb|Authority record view screen]] | [[Image:G View screen.png|500px|right|thumb|Authority record view screen]] | ||
| − | View screens allow users to view in detail the contents of [[Archival description|archival descriptions,]] [[Authority record|authority records]] and [[Archival institution|archival institutions]]. | + | View screens allow users to view in detail the contents of [[#Archival description|archival descriptions,]] [[#Authority record|authority records]] and [[#Archival institution|archival institutions]]. |
Revision as of 15:02, 18 December 2009
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.
This page provides definitions of terms used throughout ICA-AtoM's system and user documentation
About page
The about page provides general information on ICA-AtoM. It can be reached via the system menu in the top right-hand corner of your screen. The content of the about page can be edited by administrators (see UM-7.3.1 Customize the home and about pages).
Access point
An access point is "A name, term, keyword, phrase or code that may be used to search, identify and locate an archival description." (ISAD(G) glossary). In ICA-AtoM access points are derived from authority records and taxonomies created and customized by users. See UM-3.1.10 Archival description: Access points and UM-3.5 Edit taxonomies (terms).
Access privilege
Access privileges control the ways a user is able to interact with ICA-AtoM. For example, some users are able to add and edit content while others may only be able to search and browse content. Access privileges are based on defined user roles (see UM-2.3 User roles).
Add/edit
The add/edit tab allows authorized users to create, modify and delete content. Only logged-in users can see the add/edit tab, which contains four sub-tabs: archival description, authority record, archival institution and term.
Add new button
The add new button is located at the bottom of the view screen and in the button block of the edit screen and allows users to add new records (archival descriptions, authority records, archival institutions and terms) to ICA-AtoM.
Admin
The admin tab allows users with administrator access to customize ICA-AtoM to meet institution-specific requirements and to manage user accounts and user profiles (see UM-7 Administer ICA-AtoM).
Administrator
The Administrator is a type of user who has access privileges to do the following: install or uninstall ICA-AtoM; create, read, update or delete any record; customize ICA-AtoM to institution-specific requirements; and manage user accounts and user profiles (see UM-2.3 User roles and UM-7 Administer ICA-AtoM).
Logo
The application logo is the graphic that appears at the top of all screens in ICA-AtoM. Clicking on the logo will take the user to the application's home page. ICA-AtoM ships with a default logo that can be replaced by administrators to theme the application to their own institution or network if desired. See UM-7.3.5 Change logo.
Archival description
An archival description is a body of information about an archival record or records. The descriptions provide contextual information about the archival materials and are arranged into hierarchical levels (fonds, series, files, items, and variations of these in accordance with institutional standards). In ICA-AtoM the data elements used for describing archival records are derived from the ICA's General International Standard Archival Description (ISAD-G). See UM-1.3 Entity types and UM-3.1 Add / edit archival descriptions.
Archival institution
An archival institution is "An organization which keeps and preserves archival material and makes it accessible to the public" (ISDIAH glossary). In ICA-AtoM the data elements used to describe such institutions are based on the ICA's International Standard for Describing Institutions with Archival Holdings (ISDIAH). See UM-1.3 Entity types and UM-3.3 Add / edit archival institutions.
Archival unit
Archival unit is a generic term for an aggregation of archival materials. A unit can be a fonds, series, file, item or variation thereof, depending on institutional standards. A unit may be divided into sub-units for the purposes of description: for example, a fonds may contain several series, each of which may contain several files, and so forth. The smallest (and therefore indivisible) unit is the item.
Authority record
In ICA-AtoM, authority records are collections of information about actors - corporate bodies, persons or families - who interact with archival materials, typically as creators. The data elements used to describe authority records are based on the ICA's International Standard Archival Authority Record for Corporate Bodies, Persons and Families (ISAAR(CPF)). ISAAR Defines authority record as "The authorized form of name combined with othr information elements that identify and describe the named entity and may also point to other related authority records." See UM-1.3 Entity types and UM-3.2 Add / edit authority records.
Browse box
Browsing allows a user to see all records that have a certain type of access point (such as subject, name or place) or other type of filter, such as media type or type of entity. The browse box is located on the right hand side of all ICA-AtoM screens, including the home page.
Button block
The button block allows authorized users to add or delete content and to save or reject changes made in the edit screens. It appears at the bottom of the screen and is designed to float (i.e. remain at the bottom of the screen when the user scrolls up or down in the browser window).
Child record
The child record refers to the description of the archival unit that is one level of description lower than the current unit. For example, if a series belongs to a fonds the series is the child record of the fonds.
Collection
In ISAD(G), a collection is "[a]n artificial assemblage of documents accumulated on the basis of some common characteristic without regard to the provenance of those documents. Not to be confused with an archival fonds." In Rules for Archival Description, it is "[a] grouping of documents of any provenance intentionally assembled on the basis of some common characteristic." In Dublin Core, a collection is "[a]n aggregation of resources. A collection is described as a group; its parts may also be separately described."
Column header
Column headers appear at the top of the lists on list screens and give the name of the field for whatever is being listed below. Clicking on the field names in the column headers will sort the list alphabetically.
The context menu box appears on all view and edit screens to show the current record's relationships to other records, with links. For example, they show the hierarchical placement of archival descriptions within a fonds and the relationship between archival institutions, authority records and archival holdings. See UM-4.6 Navigate: context menu box.
Contributor
A contributor is a type of user who can search, browse, create and edit descriptions. See UM-2.3 User roles.
Controlled vocabulary
A controlled vocabulary is a set of pre-defined, authorized terms grouped into taxonomies or entered into authority records and used for generating value lists and access points. See UM-3.5 Edit Taxonomies (terms).
Cover Flow
Cover Flow viewers show sets of thumbnail versions of digital objects and allow the user to scroll through the thumbnails using a mouse or keyboard scroll arrows. In ICA-AtoM a cover-flow viewer appears in the context menu box of archival descriptions whenever there are associated lower-level descriptions that have digital objects attached.
Create button
The create button, located on the button block, is used to save new entities. Once an entity has been saved for the first time, the create button disappears and is replaced by the save button, which is used to save all subsequent changes.
Creator
A creator is "Any entity (corporate body, family or person) that created, accumulated and/or maintained records in the conduct of personal or corporate activity" (ISAAR glossary). In ICA-AtoM, the creator is described in an authority record linked to an archival description, usually at the highest level of description only. Lower levels inherit the creator from the parent record, unless a different creator is specified. ICA-AtoM can accommodate multiple creators at all levels of description. See UM-3.1.5 Archival description: Context area.
Data element
Data elements, or elements of description, are ICA standards-based units of information applied to archival descriptions, authority records, archival institutions and terms. The elements are entered into fields in ICA-AtoM's edit screens.
Database content
Database content refers to information stored in ICA-Atom's database tables, including data elements, static page content and user profile information.
Default content
Default content is any database content that is included by default when ICA-AtoM is installed. This includes things like the default home screen content and drop-down menu values that are stored in taxonomies.
Default source language
The default source language is the language in which all user interface elements are displayed when ICA-AtoM is opened. The language is specified when the application is installed. Users can switch to other supported languages and translators can translate database content and user interface elements. See UM-2.5 Switch language view. and UM-5 UM Translate content / interface.
Delete button
The delete button appears in the button block that is is visible whenever the user opens an edit screen. Clicking on the delete button will prompt a warning to appear asking whether the user really intends to delete the entity.
Delete icon
Delete icons are small buttons in edit screens used to delete values from multi-value fields, such as those containing event dates or access points.
Developer
A developer is a programmer who is able to modify the underlying software code of an ICA-AtoM application. In the beta version of ICA-AtoM (v1.0), much of the customization of the application can only be done by developers. In future releases of the software, more and more features will be customizable via user interface elements available to administrators.
Digital object
Digital objects are computer files that can be uploaded into and displayed by ICA-AtoM. They include scanned images, digital photographs, sound and moving image files and other scanned or born-digital items. See UM-6.1 Upload digital objects and UM-6.1.1 Digital objects: supported formats.
Draft record
A draft record is an archival description that has not been published. All new and imported archival descriptions have draft status until the user changes that status to published in the grey box at the bottom of the archival description edit screen. Note that the status is inherited from the highest level of description. Users who are not logged in cannot view draft records.
Drop-down list
A drop-down list is a list of data-entry options that appears below certain fields in edit screens, the search box and the browse box. Values are drawn from controlled-vocabulary terms, authority records and default data contained in ICA-AtoM's database tables.
Edit button
The edit button appears at the bottom of view screens; clicking the button takes the user to the edit screen for that record. Note that the user can also switch between view and edit screens by clicking the title bar.
Edit icon
The edit icon appears in edit screens next to fields that derive data from a related record. The user clicks the icon to edit the text in the related record. For example, to edit the administrative/biographical history in an archival description, the user must click the edit icon because the data resides in the creator's authority record.
Edit mode
Edit mode allows the user to add, modify or delete the contents of archival descriptions, authority records, archival institutions, terms and other database content using edit screens. In edit mode, ICA-AtoM displays all fields in a record for data entry.
Edit page
Edit screens allow users to add, modify and delete the contents of archival descriptions, authority records, archival institutions and terms. They are also used to carry out administrative functions such as changing user profiles and editing static pages.
Editor
An editor is a type of user who can search, browse, create, edit and delete archival descriptions, authority records, archival institutions and terms. See UM-2.3 User roles.
Entity
An entity is an object about which an information system collects data. From the user's perspective, in ICA-AtoM there are four main entities: archival descriptions, authority records, archival institutions and terms. See UM-1.3 Entity Types.
Error message
An error message will display when ICA-AtoM is unable to execute an action. See UM-2.4 Screen types for examples of types of error messages.
Event
In ICA-AtoM, an event registers an action by an actor (corporate body, person or family) at a particular time or over a span of time and may establish a relationship between the actor and other actors or entities. This is accomplished through the use of start and end dates in the context area of the archival description, which links the creator or other actor to the records for the period of time delimited by the dates. See UM-1.3 Entity types and UM-3.1.5 Add / edit archival descriptions > Context area.
Field
A field is a container for a data element. Content is added to or modified in fields in edit screens.
Field label
Field labels identify fields in view screens and edit screens. In ICA-AtoM 1.0 beta, field labels can only be customized by developers working directly with the code; in a future release an interface for customizing labels will be available to administrators.
Filter
A filter is a tool for browsing database content from different points of view. Selecting a filter from the drop-down menu in the browse box will generate a list of records organized by that filter. For example, filtering by media type will display a list of all media type terms and the number of digital objects in the system of each type. See UM-4.4 Browse.
Fonds
Fonds is an archival unit defined as "The whole of the records, regardless of form or medium, organically created and/or accumulated and used by a particular person, family, or corporate body in the course of that creator's activities and functions." (ISAD(G) glossary). In ICA-AtoM, the fonds is by default the highest level of description. This default can be changed by administrators (see UM-7.3.4 Customize user interface entity labels).
Holding
Holdings is a generic term referring to the records and other materials held by archival institutions. In ICA-AtoM a list of holdings is displayed in the context menu box on archival institution view screens. The list is generated from the titles of archival descriptions that have the archival institution selected as a repository (see UM-3.1.5 Archival description: Context area, step 6, Repository).
Home page
The home page is the first screen the user sees when opening the ICA-AtoM application. It can also be accessed via the home link on the system menu or by clicking the application logo. The content of the home page can be edited by administrators (see UM-7.3.1 Customize the home and about pages).
Information area
Information areas appear on edit screens and group related fields based on the organization of elements of description in ICA descriptive standards. Clicking on an information area toggles it between closed (all fields in that area hidden) and open (all fields visible).
The language menu, located in the top-left corner of the screen, allows the user to switch to any of the supported languages in ICA-AtoM. The current language is always underlined. See UM-2.5 Switch language view.
Language view
The language view refers to the language in which the user interface elements and database content are displayed. Users can switch between languages by using the language menu.
Level of description
The level of description is "the position of the unit of description in the hierarchy of the fonds" (ISAD(G) glossary). In ICA-AtoM, the level of description is selected from a value list in the identity area of an archival description. See UM-3.1.4 Archival description: Identity area.
List all button
The list all button is located in the button block at the bottom of edit screens. Clicking the button takes users to the list screen for whichever type of entity they have been editing. Note that any unsaved data you have entered will be lost when you go the list screen; to avoid losing data, always save any changes before clicking the list all button.
List page
The list screen displays summary lists of entities such as archival descriptions, authority records and archival institutions which have been accessed either via the add/edit tab or the list all button or by using the search box or browse box. Clicking on the blue text takes the user to view screens showing full record details. There are also list screens for taxonomies and for other entities such as user accounts and static pages.
The main menu bar is the the navigational tool located near the top of all screens for logged-in users, right below the application logo. It allows the user to navigate to all the main areas of ICA-AtoM.
Master digital object
The master digital object is the unaltered version of a digital object that has been uploaded to ICA-AtoM. ICA-AtoM automatically generates a thumbnail and a reference display copy of the object. Only logged-in users may view master digital objects. See UM-6.1 Upload digital objects.
Media type
Media type refers to the format of uploaded digital objects. The media type is selected automatically by ICA-AtoM when a digital object is uploaded and the thumbnail and reference display copies of the object are generated. See UM-6.1 Upload digital objects. Note that media type terms are controlled by the media type taxonomy. ICA-AtoM ships with five terms (audio, image, text, video, other) that are locked; these cannot be edited or deleted because they are referenced by ICA-AtoM's code. Editors and administrators can add new media type terms, but unless developers incorporate these into the code, the system will not be able to do anything with them.
Multi-repository system
A multi-repository system exists when a single instance of ICA-AtoM is used by a network of archival institutions.
Multi-value field
A multi-value field is a field that is structured to contain more than one data entry. Values will appear as a list below the field label. To register multiple values in ICA-AtoM 1.0 beta, enter data, save the record and repeat as required. To delete a value, click the delete icon beside it in the list.
Name
In ICA-AtoM, names are registered in authority records for corporate bodies, persons and families who interact with archival materials as e.g. creators, custodians and publishers. Names can be applied as access points to archival descriptions. See UM-3.1.10 Archival description: access points.
Network
A network is an aggregation of institutions using one instance of ICA-AtoM to produce a union list of archival holdings (a multi-repository system).
Page title
The screen title indicates what kind of screen a user is viewing. For example, it indicates whether archival descriptions, authority records or archival institutions are being displayed in a view screen, edit screen or list screen.
Parent record
The parent record refers to the description of the archival unit that is one level of description higher than the current unit. For example, the parent record of a sub-series is the series to which it belongs.
Password
Passwords are required by every user of the system who needs to be able to create, edit or delete content. The initial passwords are set by the system administrator (see UM-7.2.1 Add a new user) and can subsequently be changed by the user (see UM-7.2.2 Change your password).
Place
In ICA-AtoM, a place is a geographic location registered in a taxonomy and used as an access point in archival descriptions, authority records and archival institutions.
Physical storage
Physical storage is a grouping of fields relating to the management of physical objects such as folders, boxes, shelves and cabinets. In ICA-AtoM, users can create and edit information about physical objects in the physical storage edit screen accessible through the physical storage information area in archival descriptions, and link the objects to the archival units they contain. See UM3.1.12 Archival description: Physical storage.
Published record
A published record is an archival description that has had its status changed from draft to published in the grey box at the bottom of the archival description edit screen. Note that the status is inherited from the highest level of description; for example, when a fonds description is changed from draft to published, all child levels within the fonds are automatically changed as well. Once archival descriptions have been published, users who are not logged in can view them.
Reference display copy
A reference display copy is a low-resolution version of a master digital object generated automatically by ICA-AtoM on upload. It is used to display images on the digital object view screen when the user clicks on a thumbnail and in the digital object area of edit screens. See UM-6.1 Upload digital objects.
Researcher
A researcher is a type of user who is limited to searching and browsing descriptions. See UM-2.3 User roles.
Search box
The search box is used to find descriptions in ICA-AtoM that contain text matching a search query. The search box is located on the right hand side of all ICA-AtoM screens, including the home page. See UM-4 Access content.
Search/browse box
See search box and browse box.
Search result
The search results screen lists descriptions retrieved through queries entered into the search box. The screen re-states the search query, counts the results, and lists summary results. Clicking on the blue text in the summary results takes the user to the full record.
Setting
Settings is a broad term used to describe the properties that affect the way a program looks and functions. In ICA-AtoM, certain settings can be changed by an administrator in order to customize ICA-AtoM to institution-specific requirements. See UM-7.3 Customize Settings.
Site description
.
The site description appears at the top of the screen directly under the site title. It is a configurable element - the text can be changed or removed (see UM-7.5 Change and configure themes).
Site title
.
The site title appears at the top of the screen next to the application logo and over the site description. It is a configurable element - the text can be changed or removed (see UM-7.5 Change and configure themes).
Static page
Static pages are pages that are designed to look the same each time they are accessed, in contrast to dynamic pages such as search results screens, view screens or edit screens. ICA-AtoM has two static pages, the home page and the about page. Static pages can be edited by an administrator (see UM-7.3.1 Customize the home and about pages).
Subject
In ICA-AtoM, subjects are controlled-vocabulary terms grouped in a taxonomy and used as access points in archival descriptions. See UM3-5 Edit taxonomies and UM-3-1.10 Archival description: Access points.
Supported language
In ICA-AtoM, a supported language is one into which both data elements and user interface elements can be translated. In ICA-AtoM version 1.0 beta, the supported languages are Arabic, Dutch, English, Farsi, French, German, Greek, Icelandic, Italian, Japanese, Korean, Portuguese, Spanish and Slovenian.
The system menu, located in the upper right hand corner of the screen, contains basic navigational links. These allow the user to go to the home page and about page, user documentation (help screens) and the log in screen. Logged-in users can also use it to navigate to their user profiles.
Taxonomy
A taxonomy is a grouping of controlled-vocabulary terms used to generate value lists and access points. See UM-3.5 Edit Taxonomies (terms).
Term
Terms are the values that make up controlled vocabularies. In ICA-AtoM, terms are grouped into taxonomies that can be created, modified and deleted through the term sub-tab of the add/edit tab. See UM-3.5 Edit Taxonomies (terms).
Thumbnail
A thumbnail is a small, low-resolution version of a master digital object generated automatically by ICA-AtoM on upload. Thumbnails are displayed on view screens, in the digital object information area of edit screens, and in cover-flow views at higher levels of description. See UM-6.1 Upload digital objects.
Title bar
The title bar appears at the top of archival descriptions, authority records and archival institutions. Clicking on the title bar allows the user to switch back and forth between the view screen and edit screen for that record.
Translate
The translate tab allows users with translator access privileges to translate user interface elements, data elements and default content. See UM-5 Translate content / interface.
Translation bar
The translation bar appears at the bottom of the screen when users with translator access privileges select a language from the language menu. Clicking on translate user interface in the bottom right-hand corner of the bar opens up the translation panel, where the user translates user interface elements. See UM-5.5 Translate user interface.
Translation panel
The translation panel is used by translators to edit user interface elements and is accessed via the translation bar. See UM-5.5 Translate interface.
Translator
A translator is a type of user who can translate data elements and user interface elements. See UM-2.3 User roles.
User account
User accounts are established in order to manage access privileges through the assignment of user roles. Every user who must be able to create, modify, delete or translate content must have a user account. In ICA-AtoM user accounts are established and maintained by administrators. See UM-7.2 Set up and manage user accounts.
User interface
The user interface is the set of elements that allow the user to interact with the ICA-AtoM application. These elements include the main menu bar, drop-down menus, context menu boxes, title bars, column headers, buttons, fields and field labels and any other elements used to navigate ICA-AtoM or to search for, view, add, modify and delete database content. The labels of some user interface elements can be customized by administrators (see UM 7.3.5 Customize user interface entity labels).
User interface translation page
The user interface translation screen is a list of links to pages that contain all the user interface elements that require translation. The screen is accessible only to those users with translator access privileges and is opened by clicking on the translate interface sub-tab of the translate tab. See UM-5.5 Translate interface.
Username
The username is a name supplied by an administrator to any user (other than a researcher) of the ICA-AtoM application as part of the user account. See UM-7.2.1 Add a new user.
User profile
A user profile is information about a user managed in a user account. User profiles are created and maintained by administrators (see 7.2.3 Edit user profile), although logged-in users can view their own profiles (and change their passwords) by going through the system menu.
User role
User roles define levels of access to functions in ICA-AtoM, ranging from view-only access to full administration rights. User roles are defined by groups that an administrator can add and edit. See UM-2.3 User roles and UM-7.2 Set up and manage user accounts: Add and edit groups.
Value list
Value lists restrict data entry in certain fields to controlled vocabulary terms or terms derived from authority records. They appear as drop-down menus in edit screens.
View mode
View mode provides read-only access to the contents of archival descriptions, authority records and archival institutions using view screens. In view mode, ICA-AtoM displays only those fields in a record which contain data.
View page
View screens allow users to view in detail the contents of archival descriptions, authority records and archival institutions.