|
|
| Line 2: |
Line 2: |
| | | | |
| | [[Main Page]] > [[User manual|(UM) User manual]] > [[UM-3|UM-3 Add / edit content]] > UM-3.5 Edit taxonomies (terms) | | [[Main Page]] > [[User manual|(UM) User manual]] > [[UM-3|UM-3 Add / edit content]] > UM-3.5 Edit taxonomies (terms) |
| − |
| |
| − | == Overview ==
| |
| | | | |
| | [[Image:um3-5Taxonomy.png|500px|right|thumb|Drop-down value lists draw terms from taxonomies]] | | [[Image:um3-5Taxonomy.png|500px|right|thumb|Drop-down value lists draw terms from taxonomies]] |
| − |
| |
| − | Throughout ICA-AtoM, [[Glossary#Controlled vocabulary|controlled vocabularies]] are used to generate drop-down [[Glossary#Value list|value lists]] to restrict data entry in certain fields to certain values. ICA-AtoM stores these values as [[Glossary#Term|term]] records in the database, and assigns them to [[Glossary#Taxonomy|taxonomies]].
| |
| − |
| |
| − | *E.g. the "Type of entity" field of an [[Glossary#Authority record|authority record]] can take only one of ''Corporate body, Person, Family''. Each of these values is a [[Glossary#Term|term]] assigned to the "Actor entity types" [[Glossary#Taxonomy|taxonomy]].
| |
| − |
| |
| − |
| |
| − | ICA-AtoM ships with a fixed number of [[Glossary#Taxonomy|taxonomies]] containing default values ([[Glossary#Term|terms]]). Some [[Glossary#Term|terms]] are '''locked''', i.e. cannot be deleted or edited, because they are accessed by the application's underlying code. Most [[Glossary#Term|terms]], however, can be edited or deleted, and all [[Glossary#Taxonomy|taxonomies]] can be assigned new [[Glossary#Term|terms]] in addition to any locked values.
| |
| − |
| |
| − | *Note that users (even [[Glossary#Administrator|administrators]]) '''cannot''' add new [[Glossary#Taxonomy|taxonomies]]; the number and names of [[Glossary#Taxonomy|taxonomies]] are fixed and can only be altered by [[Glossary#Developer|developers]] working directly with the code.
| |
| − |
| |
| − |
| |
| − | This page describes how to edit [[Glossary#Taxonomy|taxonomies]] by adding, editing or deleting their [[Glossary#Term|terms]]. Note that you must have at least [[Glossary#Editor|editor access privileges]] to edit [[Glossary#Taxonomy|taxonomies]]. For detailed notes on individual fields, see the following pages:
| |
| − | *[[UM-3.5.1|Data entry: terms]].
| |
| − |
| |
| − | For exiting [[Glossary#Edit mode|edit mode]] (return to the [[Glossary#View mode|view mode]]), see the following page:
| |
| − | *[[UM-3.6|Exit edit mode (same for all record types)]].
| |
| − |
| |
| − |
| |
| − | == Add a new term to a taxonomy ==
| |
| − |
| |
| − | [[Image:um3-1Create1.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]].
| |
| − |
| |
| − |
| |
| − | 2. Click the "Term" sub-tab on the [[Glossary#Main menu bar|Main menu bar]]; ICA-AtoM takes you to the [[Glossary#List screen|List taxonomy terms screen]] showing all existing [[Glossary#Taxonomy|taxonomies]].
| |
| − |
| |
| − |
| |
| − | 3. Click a [[Glossary#Taxonomy|taxonomy]] to expand it and view the [[Glossary#Term|terms]] associated with it.
| |
| − |
| |
| − |
| |
| − | 4. Click the [[Glossary#Add new button|Add new button]] to add a new term to the [[Glossary#Taxonomy|taxonomy]]. ICA-AtoM routes you to the [[Glossary#Edit screen|Edit screen]] for data entry.
| |
| − |
| |
| − |
| |
| − | 5. Enter data (see [[UM-3.5.1|Data entry: terms]] for detailed explanations and notes on fields).
| |
| − |
| |
| − |
| |
| − | 6. Click the [[Glossary#Save button|Create button]] to commit the new record.
| |
| − |
| |
| − |
| |
| − | 7. ICA-AtoM returns you to the [[Glossary#List screen|List taxonomy terms screen]].
| |
| − |
| |
| − | <br clear=right>
| |
| − | == Edit an existing term in a taxonomy ==
| |
| − |
| |
| − | [[Image:um3-5Edit1.png|500px|right|thumb|Edit an existing taxonomy]]
| |
| − |
| |
| − | [[Image:um3-5Edit2.png|500px|right|thumb|Edit an existing taxonomy]]
| |
| − |
| |
| − |
| |
| − | 1. Click the [[Glossary#Add / edit tab|Add / edit tab]] on the [[Glossary#Main menu bar|Main menu bar]].
| |
| − |
| |
| − |
| |
| − | 2. Click the "Term" sub-tab on the [[Glossary#Main menu bar|Main menu bar]]; ICA-AtoM takes you to the [[Glossary#List screen|List taxonomy terms screen]] showing all existing [[Glossary#Taxonomy|taxonomies]].
| |
| − |
| |
| − |
| |
| − | 3. Click the [[Glossary#Taxonomy|taxonomy]] you want to edit to expand it and view the [[Glossary#Term|terms]] associated with it.
| |
| − |
| |
| − |
| |
| − | 4. [[Glossary#Term|Terms]] that appear in black with a lock icon are '''locked''' and cannot be edited.
| |
| − |
| |
| − |
| |
| − | 5. [[Glossary#Term|Terms]] that appear in blue can edited; click an editable [[Glossary#Term|term]].
| |
| − |
| |
| − |
| |
| − | 6. Add / revise data as required (see [[UM-3.5.1|Data entry: terms]] for detailed explanations and notes on fields).
| |
| − |
| |
| − |
| |
| − | 7. To discard all changes, click the [[Glossary#Cancel button|Cancel button]]; ICA-AtoM returns you to a [[Glossary#List screen|List screen]] showing only terms associated with the current [[Glossary#Taxonomy|taxonomy]], no changes saved.
| |
| − |
| |
| − |
| |
| − | 8. To save changes, click the [[Glossary#Save button|Save button]]; ICA-AtoM commits the changes and routes you to a [[Glossary#List screen|List screen]] showing only terms associated with the current [[Glossary#Taxonomy|taxonomy]], any changes saved.
| |
| − |
| |
| − |
| |
| − | 9. Repeat with other [[Glossary#Term|terms]] to continue editing the [[Glossary#Taxonomy|taxonomy]].
| |
| − |
| |
| − |
| |
| − | 10. Click the [[Glossary#List all|List all button]] to return to the [[Glossary#List screen|List taxonomy terms screen]].
| |
| − |
| |
| − | <br clear=right>
| |
| − | == Delete an existing term from a taxonomy ==
| |
| − |
| |
| − | [[Image:um3-1Delete.png|500px|right|thumb|Delete an existing description]]
| |
| − |
| |
| − | To delete an archival description:
| |
| − |
| |
| − |
| |
| − | 1. Click the [[Glossary#Add / edit tab|Add / edit tab]] on the [[Glossary#Main menu bar|Main menu bar]].
| |
| − |
| |
| − |
| |
| − | 2. Click the "Term" sub-tab on the [[Glossary#Main menu bar|Main menu bar]]; ICA-AtoM takes you to the [[Glossary#List screen|List taxonomy terms screen]] showing all existing [[Glossary#Taxonomy|taxonomies]].
| |
| − |
| |
| − |
| |
| − | 3. Click the [[Glossary#Taxonomy|taxonomy]] you want to edit to expand it and view the [[Glossary#Term|terms]] associated with it.
| |
| − |
| |
| − |
| |
| − | 4. Click the [[Glossary#Term|term]] you want to delete from the taxonomy (locked terms cannot be deleted). ICA-AtoM displays the [[Glossary#Term|term]] in [[Glossary#Edit mode|edit mode]] ([[Glossary#Edit screen|Edit screen]]).
| |
| | | | |
| | | | |
| − | 5. Click the [[Glossary#Delete button|Delete button]].
| + | Throughout ICA-AtoM, [[Controlled vocabulary|controlled vocabularies]] are used to generate [[Drop-down menu|drop-down menus]]. These provide [[Value list|value lists]] that restrict data entry in certain fields to certain values. ICA-AtoM typically stores these values as [[Term|term]] records in the database, and assigns them to [[Taxonomy|taxonomies]]. |
| | | | |
| | + | *E.g. the ''Type of entity'' field of an [[Authority record|authority record]] can take only one of "Corporate body, Person, Family." Each of these values is a [[Term|term]] assigned to the ''Actor entity types'' [[Taxonomy|taxonomy]]. |
| | | | |
| − | 6. ICA-AtoM prompts you to confirm the delete request; click "OK".
| |
| | | | |
| | + | ICA-AtoM ships with a fixed number of [[Taxonomy|taxonomies]] containing default values ([[Term|terms]]). Some [[Term|terms]] are '''locked''', i.e. cannot be deleted or edited, because they are used by the application's underlying code. Most [[Term|terms]], however, can be edited or deleted, and all [[Taxonomy|taxonomies]] can be assigned new [[Term|terms]] in addition to any locked values. |
| | | | |
| − | 7. ICA-AtoM deletes the record and returns you to the [[Glossary#List screen|List taxonomy terms screen]].
| + | *Note that users (even [[Administrator|administrators]]) '''cannot''' add new [[Taxonomy|taxonomies]]; the number and names of [[Taxonomy|taxonomies]] are fixed and can only be altered by [[Developer|developers]] working directly with the code. |
| | | | |
| | | | |
| − | 8. Note that you '''cannot delete a term that has been used as a value in another record'''. Attempting to do so will generate an [[Glossary#Error message|error message]].
| + | '''Contents''' |
| | | | |
| − | *E.g. you try to delete ''Sub-fonds'' from the "Levels of description" [[Glossary#Taxonomy|taxonomy]], but you get an if an [[Glossary#Error message|error message]]; this means one or more [[Glossary#Archival description|archival descriptions]] has ''Sub-fonds'' as the value of the "Level of description" field.
| + | [[UM-3.5.1|UM-3-5-1 Add a new term to a taxonomy]] |
| | | | |
| − | *As of the current version of ICA-AtoM (v0.6), the delete error message is not very information and only tells that an error has occurred but not which error or why; this will be addressed in a future release (post-1.0).
| + | [[UM-3-5-2|UM-3-5-2 Edit an existing term in a taxonomy]] |
| | | | |
| − | <br clear="right">
| + | [[UM-3-5-3|UM-3-5-3 Delete an existing term from a taxonomy]] |
| − | <span class="revised">Last revised: 2 June 2008 (ICA-AtoM v0.6)</span>
| |
