Difference between revisions of "Add/edit archival descriptions"

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[[Main Page]] > [[User manual|(UM) User manual]] > [[UM-3|UM-3 Add / edit content]] > UM-3.1 Add / edit archival descriptions
 
[[Main Page]] > [[User manual|(UM) User manual]] > [[UM-3|UM-3 Add / edit content]] > UM-3.1 Add / edit archival descriptions
  
== Overview ==
 
  
This page describes how to create, edit and delete [[Glossary#Archival description|archival descriptions]].
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This page describes how to create, edit and delete [[Archival description|archival descriptions]].
  
 
For detailed notes on individual fields, see the following pages:
 
For detailed notes on individual fields, see the following pages:
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*[[UM-3.4 | Data entry: control area (same for all record types)]].
 
*[[UM-3.4 | Data entry: control area (same for all record types)]].
  
For exiting [[Glossary#Edit mode|edit mode]] (return to the [[Glossary#View mode|view mode]]), see the following page:
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For exiting [[Edit mode|edit mode]] (return to the [[View mode|view mode]]), see the following page:
 
*[[UM-3.6|Exit edit mode (same for all record types)]].
 
*[[UM-3.6|Exit edit mode (same for all record types)]].
  
  
== Create a new archival description ==
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<span id="create"></span>
 
 
 
[[Image:um3-1Create1.png|500px|right|thumb|Create a new description]]
 
[[Image:um3-1Create1.png|500px|right|thumb|Create a new description]]
  
 
[[Image:um3-1Create2.png|500px|right|thumb|Create a new description]]
 
[[Image:um3-1Create2.png|500px|right|thumb|Create a new description]]
  
1. Click the [[Glossary#Add / edit tab|Add / edit tab]] on the [[Glossary#Main menu bar|Main menu bar]].
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'''Create a new archival description'''
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1. On the [[Main menu bar]], click the "Add / edit > Archival description" tab; ICA-AtoM takes you to the [[List screen]] showing all existing [[Archival description#archival descriptions]].
  
  
2. Click the "Archival description" sub-tab on the [[Glossary#Main menu bar|Main menu bar]]; ICA-AtoM takes you to the [[Glossary#List screen|List screen]] showing all existing archival descriptions.
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2. Click the [[Add new]] text that appears in the "Name" [[Column header|column header]] or the [[Add new button]] at the foot of the list; ICA-AtoM takes you to a blank [[Edit screen]] for data entry.
  
  
3. Click the [[Glossary#Add new button|Add new text]] that appears in the "Name" [[Glossary#Column header|column header]] or the [[Glossary#Add new button|Add new button]] at the foot of the list; ICA-AtoM creates a new record and routes you to a blank [[Glossary#Edit screen|Edit screen]] for data entry.
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3. Enter data.
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*See [[UM-3.4.1|Data entry: archival descriptions]] for detailed explanations and notes on fields.
  
  
4. Enter data (see [[UM-3.4.1|Data entry: archival descriptions]] for detailed explanations and notes on fields).
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4. You can quit the create process at any time by clicking the [[Cancel button]] in the [[Button block]]; no new record will be created.
  
  
5. Click the [[Glossary#Save button|Save button]] to commit the new record.
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5. Click the [[Create button]] in the [[Button block]] to commit the new record.
  
  
6. Note that the behaviour of the [[Glossary#Cancel button|Cancel button]] changes after you first click the [[Glossary#Save button|Save button]].
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6. Note that the [[Button block]] changes after you click the [[Create button]].
*Before the first save, "Cancel" = "delete the new record" (i.e. do not commit).  
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*A [[Delete button]] now appears for deleting the record.
*After the first save, the record is committed. A [[Glossary#Delete button|Delete button]] now appears for deleting, while "Cancel" = "do not commit the data entered since the last save".
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*A [[Save button]] now appears for saving any changes made since creating the record or the last save.
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*The [[Cancel button]] now means: "do not commit the data entered since the record was created or the last save".
  
 
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Revision as of 16:47, 9 June 2008

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.

Add / edit archival descriptions

Main Page > (UM) User manual > UM-3 Add / edit content > UM-3.1 Add / edit archival descriptions


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

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

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


Create a new description
Create a new description

Create a new archival description


1. On the Main menu bar, click the "Add / edit > Archival description" tab; ICA-AtoM takes you to the List screen showing all existing Archival description#archival descriptions.


2. 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 takes you to a blank Edit screen for data entry.


3. Enter data.


4. You can quit the create process at any time by clicking the Cancel button in the Button block; no new record will be created.


5. Click the Create button in the Button block to commit the new record.


6. Note that the Button block changes after you click the Create button.

  • A Delete button now appears for deleting the record.
  • A Save button now appears for saving any changes made since creating the record or the last save.
  • The Cancel button now means: "do not commit the data entered since the record was created or the last save".


Edit an existing description

Edit an existing description
File:Um3-1Edit2.png
Edit an existing description


1. Navigate to the description 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. 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 descriptions) for detailed explanations and notes on fields).


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


5. To save changes, click the Save button; 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 description

File:Um3-1Delete.png
Delete an existing description

To delete an archival description:


1. Navigate to the description 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.


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 description:

  • If the record has lower-level descriptions registered to it (is a "parent record"), all the lower-level records are also deleted - e.g. if you delete a series, any sub-series, files or items that belong to the series will also be deleted.
  • Any date events associated with the description are deleted.


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