Difference between revisions of "Add a new archival description"
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== Add a new top level description == | == Add a new top level description == | ||
| − | # In the [[Glossary#Main menu|main menu]], hover your cursor over the "Add" menu.[[Image:addNew.png| | + | # In the [[Glossary#Main menu|main menu]], hover your cursor over the "Add" menu.[[Image:addNew.png|400px|right|thumb|Go to Add > Archival descriptions]] |
# Select "Archival descriptions" from the drop-down menu. | # Select "Archival descriptions" from the drop-down menu. | ||
# ICA-AtoM takes you to a blank [[Glossary#Edit page|edit page]] for data entry. | # ICA-AtoM takes you to a blank [[Glossary#Edit page|edit page]] for data entry. | ||
# On loading, the [[Glossary#Edit page|edit page]] displays the record with all [[Glossary#Information area|information areas]] closed; click on an [[Glossary#Information area|information area]] to access the [[Glossary#Field|fields]] grouped under it. Enter data as required. | # On loading, the [[Glossary#Edit page|edit page]] displays the record with all [[Glossary#Information area|information areas]] closed; click on an [[Glossary#Information area|information area]] to access the [[Glossary#Field|fields]] grouped under it. Enter data as required. | ||
| − | # You can quit the create process at any time by clicking the "Cancel" button in the [[Glossary#Button block|button block]]; no new record will be created.[[Image:archDescCreate.png| | + | # You can quit the create process at any time by clicking the "Cancel" button in the [[Glossary#Button block|button block]]; no new record will be created.[[Image:archDescCreate.png|400px|right|thumb|Save (create) or cancel the new record ISAD template]] [[Image:RAD_ArchivalDesc.png|400px|right|thumb|Save (create) or cancel the new record RAD template]] |
# Click the [[Glossary#Create button|"Create" button]] in the [[Glossary#Button block|button block]] to save the new record. | # Click the [[Glossary#Create button|"Create" button]] in the [[Glossary#Button block|button block]] to save the new record. | ||
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<div class="note"> | <div class="note"> | ||
| − | The default status of a newly created archival description is DRAFT. Under the Administration area users with publication privileges can select [[Glossary#Published record|PUBLISHED]] as the new status of the archival description, making it available for read access to the public.[[Image:ArchDescPublish.png| | + | The default status of a newly created archival description is DRAFT. Under the Administration area users with publication privileges can select [[Glossary#Published record|PUBLISHED]] as the new status of the archival description, making it available for read access to the public.[[Image:ArchDescPublish.png|400px|right|thumb|Default draft, Select published]] |
</div> | </div> | ||
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Create new [[Glossary#Child record|child records]] in one of two ways: | Create new [[Glossary#Child record|child records]] in one of two ways: | ||
| − | * In the [[Glossary#Archival description|archival description]] [[Glossary#View page|view page]], click the "Add new" button in the [[Glossary#Button block|button block]]; this will create a new description that is one [[Glossary#Level of description|level of description]] below the description currently in the [[Glossary#View page|view page]]. When the record is saved, you will be able to see the new [[Glossary#Child record|child records]] in the [[Glossary#Context menu|context menu]]. Navigate to the descriptions to add data as needed.[[Image:archDescButtonBlock.png| | + | * In the [[Glossary#Archival description|archival description]] [[Glossary#View page|view page]], click the "Add new" button in the [[Glossary#Button block|button block]]; this will create a new description that is one [[Glossary#Level of description|level of description]] below the description currently in the [[Glossary#View page|view page]]. When the record is saved, you will be able to see the new [[Glossary#Child record|child records]] in the [[Glossary#Context menu|context menu]]. Navigate to the descriptions to add data as needed.[[Image:archDescButtonBlock.png|400px|right|thumb|Click the "Add new" button in the button block to create a new child record]] |
</div> | </div> | ||
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* Note that you can add as many levels as needed at one time; for example, to add multiple series to a fonds or collection, fill in the [[Glossary#Field|fields]] under the "Add new child levels" and add as many lower levels as desired. When the record is saved, you will be able to see the new [[Glossary#Child record|child records]] in the [[Glossary#Context menu|context menu]]. | * Note that you can add as many levels as needed at one time; for example, to add multiple series to a fonds or collection, fill in the [[Glossary#Field|fields]] under the "Add new child levels" and add as many lower levels as desired. When the record is saved, you will be able to see the new [[Glossary#Child record|child records]] in the [[Glossary#Context menu|context menu]]. | ||
| − | * From within the context menu, logged-in users with permission can re-arrange child level descriptions (e.g., Series, Files, Items) within the Fonds treeview by simply dragging and dropping the selected resources. The example provided uses the RAD template for a Fonds level description in which the user has started adding a new child at the series level, titled: "Licensing". [[Image:RAD-ChildLevels.png| | + | * From within the context menu, logged-in users with permission can re-arrange child level descriptions (e.g., Series, Files, Items) within the Fonds treeview by simply dragging and dropping the selected resources. The example provided uses the RAD template for a Fonds level description in which the user has started adding a new child at the series level, titled: "Licensing". [[Image:RAD-ChildLevels.png|400px|right|thumb|RAD title and statement area, add new child level]] |
| − | * Navigate to the descriptions to add data as needed.[[Image:archDescAddNew.png| | + | * Navigate to the descriptions to add data as needed.[[Image:archDescAddNew.png|400px|right|thumb|Add multiple new child records to a parent record]] |
</div> | </div> | ||
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== Duplicate an existing description == | == Duplicate an existing description == | ||
| − | # At the bottom of the archival description [[Glossary#edit page|edit page]] click the [[Glossary#Duplicate button|duplicate button]] in the button block to make a duplicate archival description.[[Image:duplicateButtonBlock.png| | + | # At the bottom of the archival description [[Glossary#edit page|edit page]] click the [[Glossary#Duplicate button|duplicate button]] in the button block to make a duplicate archival description.[[Image:duplicateButtonBlock.png|400px|right|thumb|Click the "Duplicate" button in the button block to make a duplicate descriptive record]] |
# The user is directed to a new screen and can [[Glossary#Edit duplicate|edit the duplicate archival description]], which is an exact duplicate of the original archival description. Before starting the [[Glossary#edit page|edit page]] provides a warning. | # The user is directed to a new screen and can [[Glossary#Edit duplicate|edit the duplicate archival description]], which is an exact duplicate of the original archival description. Before starting the [[Glossary#edit page|edit page]] provides a warning. | ||
| − | # After editing the duplicate archival description, the user can cancel or save the changes.[[Image:editduplicate.png| | + | # After editing the duplicate archival description, the user can cancel or save the changes.[[Image:editduplicate.png|400px|right|thumb|Warning shown to user in duplicate record edit page]] |
# Saving the changes creates a new [[Glossary#Archival description|archival description]]. | # Saving the changes creates a new [[Glossary#Archival description|archival description]]. | ||
Revision as of 16:37, 27 April 2012
Please note that ICA-AtoM is no longer actively supported by Artefactual Systems.
Visit https://www.accesstomemory.org for information about AtoM, the currently supported version.
Main Page > User manual > Add/edit content > Add/edit archival descriptions > Create a new archival description
Add a new top level description
- In the main menu, hover your cursor over the "Add" menu.
- Select "Archival descriptions" from the drop-down menu.
- ICA-AtoM takes you to a blank edit page for data entry.
- On loading, the edit page displays the record with all information areas closed; click on an information area to access the fields grouped under it. Enter data as required.
- You can quit the create process at any time by clicking the "Cancel" button in the button block; no new record will be created.
- Click the "Create" button in the button block to save the new record.
The default status of a newly created archival description is DRAFT. Under the Administration area users with publication privileges can select PUBLISHED as the new status of the archival description, making it available for read access to the public.
Add a new child description
Create new child records in one of two ways:
- In the archival description view page, click the "Add new" button in the button block; this will create a new description that is one level of description below the description currently in the view page. When the record is saved, you will be able to see the new child records in the context menu. Navigate to the descriptions to add data as needed.
- In the archival description edit page, in the ISAD identity information area, or the RAD title and statement responsibility area, enter the relevant data under "Add new child levels".
- Note that you can add as many levels as needed at one time; for example, to add multiple series to a fonds or collection, fill in the fields under the "Add new child levels" and add as many lower levels as desired. When the record is saved, you will be able to see the new child records in the context menu.
- From within the context menu, logged-in users with permission can re-arrange child level descriptions (e.g., Series, Files, Items) within the Fonds treeview by simply dragging and dropping the selected resources. The example provided uses the RAD template for a Fonds level description in which the user has started adding a new child at the series level, titled: "Licensing".
- Navigate to the descriptions to add data as needed.
Duplicate an existing description
- At the bottom of the archival description edit page click the duplicate button in the button block to make a duplicate archival description.
- The user is directed to a new screen and can edit the duplicate archival description, which is an exact duplicate of the original archival description. Before starting the edit page provides a warning.
- After editing the duplicate archival description, the user can cancel or save the changes.
- Saving the changes creates a new archival description.
