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| | <span class="pageTitle">Add / edit archival institutions</span> | | <span class="pageTitle">Add / edit archival institutions</span> |
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| − | [[Main Page]] > [[User manual|(UM) User manual]] > [[UM-3|UM-3 Add / edit content]] > UM-3.3 Add / edit archival institution descriptions | + | [[Main Page]] > [[User manual|(UM) User manual]] > [[UM-3|UM-3 Add / edit content]] > UM-3.1 Add / edit archival institutions |
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| | + | [[Image:um3-3Full.png|500px|right|thumb|Archival institution in edit mode: all information areas collapsed]] |
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| − | This page describes how to:
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| − | *[[#create|Create a new archival institution record]]
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| − | *[[#edit|Edit an existing archival institution record]]
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| − | *[[#delete|Delete an existing archival institution record]]
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| − | For detailed notes on individual fields, see the following pages:
| + | [[Archival institution|Archival institution]] descriptions are structured into [[Information area|information areas]] based on the ICA's ''International Standard for Describing Institutions with Archival Holdings '' ([[RS-3|ISDIAH]]). This section describes how to create, edit and delete [[Archival institution|archival institutions]]. The ''Data entry'' pages gives detailed notes and explanations for every [[Field|field]] included on the [[Edit screen]]; where there is a one-to-one correspondence between an ISDIAH [[Element of description|element of description]] and an ICA-AtoM [[Field|field]], the note typically just gives the ISDIAH rule verbatim. |
| − | *[[UM-3.3.1|Data entry: archival institutions]].
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| − | *[[UM-3.4|Data entry: control area (same for all record types)]].
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| − | For exiting [[Glossary#Edit mode|Edit mode]] (return to the [[Glossary#View mode|view mode]]), see the following page:
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| − | *[[UM-3.6|Exit edit mode (same for all record types)]].
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| | + | '''Actions''' |
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| − | <span id="create"></span>
| + | [[UM-3.3.1|UM-3.2.1 Create a new archival institution]] |
| − | == Create a new archival institution ==
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| − | [[Image:um3-3Create1.png|500px|right|thumb|Create a new institution]] | + | [[UM-3.3.2|UM-3.2.2 Edit an existing archival institution]] |
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| − | [[Image:um3-3Create2.png|500px|right|thumb|Commit new record (create) or cancel]] | + | [[UM-3.3.3|UM-3.2.3 Delete an existing archival institution]] |
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| − | 1. On the [[Main menu bar]], click the "Add / edit > Archival institution" tab; ICA-AtoM takes you to the [[List screen]] showing all existing [[Archival institution|archival institutions]].
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| | + | '''Data entry''' |
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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.
| + | [[UM-3.3.4|UM-3.3.4 Identity area]] |
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| | + | [[UM-3.3.5|UM-3.3.5 Contact area]] |
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| − | 3. Enter data. | + | [[UM-3.3.6|UM-3.3.6 Description area]] |
| − | *See [[UM-3.3.1|Data entry: archival institutions]] for detailed explanations and notes on fields.
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| | + | [[UM-3.3.7|UM-3.3.6 Access area]] |
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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.
| + | [[UM-3.3.8|UM-3.3.6 Services area]] |
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| − | 5. Click the [[Create button]] in the [[Button block]] to commit the new record.
| + | '''See also''' |
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| | + | [[UM-3.4|UM-3.4 Data entry: control area (same for all record types)]]. |
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| − | 6. Note that the [[Button block]] changes after you click the [[Create button]].
| + | [[UM-3.6|UM-3.6 Exit edit mode (same for all record types)]]. |
| − | *A [[Delete button]] now appears for deleting the record.
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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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| − | <br clear=right>
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| − | <span id="edit"></span>
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| − | == Edit an existing institution ==
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| − | [[Image:um3-3Edit1.png|500px|right|thumb|Edit an existing archival institution record]]
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| − | 1. Navigate to the [[Archival institution|archival institution]] you want to edit.
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| − | *For more information on navigation in ICA-AtoM, see in this manual: [[UM-4|Access content]].
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| − | 2. Switch from [[View mode|view mode]] to [[Edit mode|edit mode]] by clicking the [[Record title bar]] or [[Edit button]]; this takes you to the record's [[Edit screen]]. On loading, the [[Edit screen]] displays the record with all [[Area of description|areas of description]] closed; click on an [[Area of description|area]] to access the [[Field|fields]] grouped under it.
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| − | 3. Add / revise data as required.
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| − | *See [[UM-3.3.1|Data entry: archival institutions]]) for detailed explanations and notes on fields.
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| − | 4. To discard all changes, click the [[Cancel button]] in the [[Button block]]; ICA-AtoM returns you to [[View mode|view mode]] ([[View screen]]), with no changes saved.
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| − | 5. To save changes, click the [[Save button]] in the [[Button block]]; ICA-AtoM commits the changes and re-loads the page.
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| − | *Note that re-loading the page causes all [[Area of description|areas of description]] to '''close'''; this behaviour will be revised in a future release (post-1.0 beta) of ICA-AtoM (e.g. page will stay open as it was before save).
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| − | <br clear=right>
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| − | <span id="delete"></span>
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| − | == Delete an existing archival institution ==
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| − | [[Image:um3-3Delete1.png|500px|right|thumb|Delete an existing institution]]
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| − | 1. Navigate to the [[Authority record|authority record]] you want to delete.
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| − | *For more information on navigation in ICA-AtoM, see in this manual: [[UM-4|Access content]].
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| − | 2. Switch from [[View mode|view mode]] to [[Edit mode|edit mode]] by clicking the [[Record title bar]] or [[Edit button]]; this takes you to the record's [[Edit screen]].
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| − | 3. Click the [[Delete button]] in the [[Button block]].
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| − | 4. ICA-AtoM prompts you to confirm the delete request; click "OK".
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| − | 5. ICA-AtoM deletes the record and returns you to the [[List screen]].
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| − | 6. Note the following consequences of deleting an [[Archival institution|archival institution]] record:
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| − | *The related [[Authority record|authority record]] is '''not''' deleted (because it may be used as an [[Access point|access point]] in other contexts); you must separately navigate to the [[Authority record|authority record]] if you want to delete that as well.
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| − | *If [[Archival description|archival descriptions]] are registered to the institution as the [[Repository|repository]], you will be prompted whether or not to delete these descriptions as well; if you opt to retain the [[Archival description|archival descriptions]], ICA-AtoM will clear the "Repository" field in these records.
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