Add/edit archival institutions

Add / edit archival institutions

Main Page > (UM) User manual > UM-3 Add / edit content > UM-3.3 Add / edit archival institution descriptions

Overview

This page describes how to create, edit and delete descriptions of archival institutions.

For detailed notes on individual fields, see the following pages:

• Data entry: archival institutions.
• Data entry: control area (same for all record types).

For exiting Edit mode (return to the view mode), see the following page:

• Exit edit mode (same for all record types).

Create a new archival institution

Create a new institution

Create a new institution

1. Click the Add / edit tab on the Main menu bar.

2. Click the "Archival institution" sub-tab on the Main menu bar; ICA-AtoM takes you to the List screen showing all existing institutions.

3. Click the Add new text that appears in the "Name" column header or the Add new button at the foot of the list; ICA-AtoM creates a new record and routes you to a blank Edit archival institution screen for data entry.

4. Enter data.

• See Data entry: archival institutions for detailed explanations and notes on fields.

5. To quit the create process without registering the new record, click the Cancel button in the Button block. ICA-AtoM returns you to your original starting point; no new record is created.

6. To register the new record, click the Create button. ICA-AtoM leaves you on the Edit screen but the changes the Button block to Save, Cancel, and Delete.

Edit an existing institution

Edit an existing description

File:Um3-3Edit2.png

Edit an existing description

1. Navigate to the institution you want to edit.

• For more information on navigation in ICA-AtoM, see in this manual: Access content.

2. Switch from View mode to Edit mode by clicking the Record title bar or Edit button; this takes you to the Edit archival institution screen. It displays the record with all record areas closed; click on an area to access the fields grouped under it.

3. Add / revise data as required (see Data entry: archival institutions) for detailed explanations and notes on fields).

4. To discard all changes, click the Cancel button in the Button block; ICA-AtoM returns you to the View screen, with no changes saved.

5. To save changes, click the Save button in the Button block; ICA-AtoM commits the changes and re-loads the page.

• Note that re-loading the page causes all record areas to close; this behaviour will be revised in a future release of ICA-AtoM (e.g. page will stay open as it was before save).

Delete an existing institution

File:Um3-3Delete.png

Delete an existing institution

1. Navigate to the institution you want to delete.

• For more information on navigation in ICA-AtoM, see in this manual: Access content.

2. Switch from View mode to Edit mode by clicking the Record title bar or Edit button; this takes you to the Edit screen.

3. Click the Delete button in the Button block.

4. ICA-AtoM prompts you to confirm the delete request; click "OK".

5. ICA-AtoM deletes the record and returns you to the List screen.

6. Note the following consequences of deleting an archival institution record:

• The related authority record is not deleted (because it may be used as an access point in other contexts); you must separately navigate to the authority record if you want to delete that as well.

• If archival descriptions are registered to the institution as the repository, you will be prompted whether or not to delete these descriptions as well; if you opt to retain the archival descriptions, ICA-AtoM will clear the "Repository" field in these records.

Last revised: 2 June 2008 (ICA-AtoM v0.6)