Difference between revisions of "Add a new archival institution"

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[[Main Page]] > [[User manual]] > [[UM-3 | UM-3 Add / edit content]] > [[UM-3.3|UM3.3 Add / edit archival institutions]] > UM-3.1.1 Data entry: archival institutions
 
[[Main Page]] > [[User manual]] > [[UM-3 | UM-3 Add / edit content]] > [[UM-3.3|UM3.3 Add / edit archival institutions]] > UM-3.1.1 Data entry: archival institutions
  
[[Image:um3-1-1ArchivalDescription.png|500px|right|thumb|Edit screen: all record areas collapsed]]
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[[Image:um3-3-1Full.png|500px|right|thumb|Edit archival institution: all record areas collapsed]]
  
  
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== Identity area ==
 
== Identity area ==
  
[[Image:um3-3-1IdentityArea.png|500px|right|thumb|Archival institution: identity area]]  
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[[Image:um3-3-1Identity.png|500px|right|thumb|Edit archival institution: identity area]]  
  
 
The "Identity area" contains fields that uniquely identify the [[Archival institution|archival institution]].
 
The "Identity area" contains fields that uniquely identify the [[Archival institution|archival institution]].
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<br clear="right">
 
<br clear="right">
== Contact area area ==
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== Contact area ==
  
[[Image:um3-3-1ContextArea.png|500px|right|thumb|Archival institution: contact area]]  
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[[Image:um3-3-1Contact.png|500px|right|thumb|Edit archival institution: contact area]]  
  
 
The "Contact area" contains fields that provide information on how to contact the archival institution.
 
The "Contact area" contains fields that provide information on how to contact the archival institution.
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<br clear="right">
 
<br clear="right">
== Content and structure area ==
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== Description area ==
  
The <span class="area">ContentAndStructureArea</span> contains fields that provide information relating to the content and arrangement of the materials under description. These are all basic text fields. For practical purposes there are no limits on field length (fields can hold up 16 million characters); scroll arrows will appear if needed.
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[[Image:um3-3-1Description.png|500px|right|thumb|Edit archival institution: description area]]
  
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The <span class="area">DescriptionArea</span> contains fields that provide information about the history of the archival institution, its current structure and policy.
  
1. <span class="field">Scope and content</span> ([[ISAD(G)#isad3.3.1 |ISAD(G) 3.3.1]]):
 
*Enter information relating to scope and content as per ISAD(G) rule.
 
  
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1. <span class="field">History</span> and <span class="field">Structure</span>: [[ISIAH#History | ISIAH 5.3.2]] and [[ISIAH#Administrative structure | ISIAH 5.3.3]]
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*Display data in a text block rather than a field that can be directly edited.
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*The data actually resides in the institution's related <span class="entity">authority record</span>.
  
2. <span class="field">Appraisal, destruction and scheduling information</span> ([[ISAD(G)#isad3.3.2 |ISAD(G) 3.3.2]]):
 
*Enter information relating to appraisal, destruction and scheduling as per ISAD(G) rule.
 
  
 +
2. To edit either of these fields, click the <span class="button">EditInfoIcon</span> button (pencil) next to the text block.
 +
*ICA-AtoM routes you to <span class="screen">Edit authority record</span> screen.
 +
*Make revisions to the authority record.
 +
*When you save the changes, the system returns you to the <span class="entity">archival institution</span> record, with the revised data appearing in the text blocks.
 +
*For more information on editing text blocks, see above, [[#Text blocks | Text blocks]].
  
3. <span class="field">Accruals</span> ([[ISAD(G)#isad3.3.3 |ISAD(G) 3.3.3]]):
 
*Enter information relating to future accruals as per ISAD(G) rule.
 
  
 +
3. The other fields are basic text fields. See [[ISIAH]] for guidelines and examples.
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*[[ISIAH#Geographical and cultural context | ISIAH 5.3.1: Geographical and cultural context]]
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*[[ISIAH#Collecting policies | ISIAH 5.3.4: Collecting policies]]
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*[[ISIAH#Building(s) | ISIAH 5.3.5: Building(s)]]
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*[[ISIAH#Archival and other holdings | ISIAH 5.3.6: Archival and other holdings]]
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*[[ISIAH#Finding aids and publications | ISIAH 5.3.7: Finding aids and publications]]
  
4. <span class="field">System of arrangement</span> ([[ISAD(G)#isad3.3.4 |ISAD(G) 3.3.4]]):
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<br clear=right>
*Enter information relating to the system of arrangement as per ISAD(G) rule.
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== Access area ==
  
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[[Image:um3-3-1Access.png|500px|right|thumb|Edit archival institution: access area]]
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 +
The <span class="area">AccessArea</span> contains fields that provide information about the institution's public opening hours and accessibiliy. These are all basic text fields.
  
|width="40%" align="right"|
 
  
[[Image:ArchivalContent.png|500px|right]]
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See [[ISIAH#Access area | ISIAH 5.4: Access area]] for guidelines and details.
  
|}
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<br clear=right>
 
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== Services area ==
=== Conditions of access and use area ===
 
 
 
{| border="0" cellpadding="2"
 
 
 
|- valign="top"
 
|width="60%" |
 
 
 
The <span class="area">ConditionsOfAccessAndUseArea</span> contains fields that provide information about the availability of the material being described. Most of the fields in this area are basic text fields; the exceptions are <span class="field">Languages</span> and <span class="field">Scripts</span> (see steps 3 below).
 
 
 
 
 
1. <span class="field">Conditions governing access</span> ([[ISAD(G)#isad3.4.1 |ISAD(G) 3.4.1]]):
 
*Enter information relating to conditions governing access as per ISAD(G) rule.
 
 
 
 
 
2. <span class="field">Conditions governing reproduction</span> ([[ISAD(G)#isad3.4.2 |ISAD(G) 3.4.2]]):
 
*Enter information relating to conditions governing reproduction as per ISAD(G) rule.
 
 
 
 
 
3. <span class="field">Language</span> ([[ISAD(G)#isad3.4.3 |ISAD(G) 3.4.3]]):
 
*Multi-value fields displaying in list form the language(s) and script(s) employed in the archival material under description.
 
*Select the language / script from the drop-down list.
 
*Click the <span class="button">Save</span> button.
 
*ICA-AtoM saves the records, collapsing the <span class="area">ConditionsOfAccessAndUseArea</span>; click to re-open.
 
*The selected language / script now appears in the list above the data entry field.
 
*Repeat for other languages / scripts if required.
 
*To delete a language / script from the list, click the red <span class="button">DeleteInfoIcon</span> beside it.
 
*Note that future releases of ICA-AtoM will normalize these fields to the standard behaviour of multi-value fields in the system (i.e. present to the user an <span class="button">AddInfoIcon</span> button for registering an entry rather than having to save the record).
 
 
 
 
 
4. <span class="field">Physical characteristics</span> ([[ISAD(G)#isad3.4.3 |ISAD(G) 3.4.3]]):
 
*Enter information relating to physical characteristics that affect access to the material or technical requirements needed to access it as per ISAD(G) rule.
 
 
 
 
 
5. <span class="field">Finding aids</span> ([[ISAD(G)#isad3.4.5 |ISAD(G) 3.4.5]]):
 
*Enter information relating to the existence of other finding aids to the material as per ISAD(G) rule.
 
 
 
 
 
6. <span class="field">Location of originals</span> ([[ISAD(G)#isad3.5.1 |ISAD(G) 3.5.1]]):
 
*Enter information relating to the location of the originals of the materials described (if they are copies) as per ISAD(G) rule.
 
*Note that in future releases of ICA-AtoM, this field should be moved to a new record area (<span class="area">AlliedMaterials</span> to better reflect the ISAD(G) standard.
 
 
 
 
 
7. <span class="field">Location of copies</span> ([[ISAD(G)#isad3.5.2 |ISAD(G) 3.5.2]]):
 
*Enter information relating to the location of copies of the materials described *In as per ISAD(G) rule.
 
*Note that in future releases of ICA-AtoM, this field should be moved to a new record area (<span class="area">AlliedMaterials</span> to better reflect the ISAD(G) standard.
 
 
 
 
 
8. <span class="field">Related units of description</span> ([[ISAD(G)#isad3.5.3 |ISAD(G) 3.5.3]]):
 
*Enter information relating to related units of description as per ISAD(G) rule.
 
*Note that in future releases of ICA-AtoM, this field should be moved to a new record area (<span class="area">AlliedMaterials</span> to better reflect the ISAD(G) standard.
 
 
 
 
 
|width="40%" align="right"|
 
 
 
[[Image:Add ArchivalAccess.png|400px|right]]
 
 
 
|}
 
 
 
=== Access points ===
 
{| border="0" cellpadding="2"
 
 
 
|- valign="top"
 
|width="60%" |
 
 
 
The <span class="area">AccessPoints</span> area links archival descriptions to terms drawn from controlled vocabularies as a means of facilitating acess and retrieval. As of version 0.5, ICA-AtoM can create <span class="field">Subject</span> access points; future releases should include <span class="field">Place</span> and <span class="field">Name</span> access points.
 
 
 
 
 
Access points are multi-value fields displaying terms in a list form. To create a new access point:
 
 
 
 
 
1. Select a term from the drop-down list.
 
 
 
 
 
2. Click the <span class="button">Save</span> button.
 
 
 
 
 
3. ICA-AtoM saves the record, collapsing the <span class="area">AccessPoints</span> area; click to re-open; the selected term now appears in the list above the data entry field.
 
 
 
 
 
4. Repeat for other terms as required.
 
 
 
 
 
5. To delete an access point from the list, click the red <span class="button">DeleteInfoIcon</span> beside it.
 
 
 
 
 
Note that future releases of ICA-AtoM will normalize these fields to the standard behaviour of multi-value fields in the system (i.e. present to the user an <span class="button">AddInfoIcon button</span> for registering an entry rather than having to save the record).
 
 
 
 
 
|width="40%" align="right"|
 
 
 
[[Image:AddArchivalAccessPoints1.png|500px|right]]
 
 
 
[[Image:AddArchivalAccessPoints2.png|500px|right]]
 
 
 
|}
 
 
 
=== Description control area ===
 
 
 
{| border="0" cellpadding="2"
 
 
 
|- valign="top"
 
|width="60%" |
 
 
 
The <span class="area">DescriptionControlArea</span> contains fields that provide information about the creation and maintenance of the description record.
 
 
 
 
 
1. <span class="field">Notes</span>: [[ISAD(G)#Notes area | ISAD(G) 3.6]]
 
*Multi-value field displaying notes as a list; there is no limit to the number of notes you can add.
 
*Enter the note, select the type and click the green <span class="button">AddInfoIcon</span> to register.
 
*To delete an existing note, click the red <span class="button">DeleteInfoIcon</span> beside it.
 
*See above [[#Multi-value fields | Multi-value fields]] for more information on the behaviour of multi-value fields.
 
 
 
 
 
2. <span class="field">Rules or conventions</span>: [[ISAD(G)#Rules or conventions | ISAD(G) 3.7.2]]
 
*Free text field.
 
 
 
 
 
3. <span class="field">Dates of description</span>: [[ISAD(G)#Date(s) of descriptions | ISAD(G) 3.7.3]]
 
*Not yet available (as of ICA-AtoM 0.4).
 
*[Multi-value field, registering the dates the description was originally created and subsequently revised.]
 
  
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[[Image:um3-3-1Services.png|500px|right|thumb|Edit archival institution: services area]]
  
|width="40%" align="right"|
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The <span class="area">ServicesArea</span> contains fields that provide information about the services provided by the institution. These are all basic text fields.
  
[[Image:Add ArchivalControl.png|400px|right]]
 
  
|}
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See [[ISIAH#Service area | ISIAH 5.4: Service area]] for guidelines and details.

Revision as of 13:07, 11 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 institutions

Main Page > User manual > UM-3 Add / edit content > UM3.3 Add / edit archival institutions > UM-3.1.1 Data entry: archival institutions

Edit archival institution: all record areas collapsed


The Edit screen for archival instiutions is structured into six information areas following the International Standard for Describing Institutions with Archival Holdings (ISDIAH). These are:

Click on an information area to expand it (display fields); click again to collapse it (hide fields). Note that as of the current version of ICA-AtoM (v1.0 beta), whenever you save a record ICA-AtoM re-loads the page, which collapses all areas.


The following notes aim only to clarify ICA-AtoM procedures; for guidelines on what information to record in particular fields, consult ISDIAH as the content standard. The notes are organized by field, with links to the applicable ISDIAH section(s).


Identity area

Edit archival institution: identity area

The "Identity area" contains fields that uniquely identify the archival institution.


1. Identifier (ISDIAH 5.1.1):

  • Enter the institution's unique identifier (numeric or alphanumeric code).


2. Authorized form of name (ISDIAH 5.1.2):

  • Enter the name that uniquely identifies the institution.


3. Other names (ISDIAH 5.1.3, ISDIAH 5.1.4):

  • Multi-value field for registering and displaying other names by which the institution is known.
  • Enter the data (see steps 4-6 below); when you click the Save button in the Button block the name will be registered and will now appear in the list above the data entry fields.
  • There is no limit to the number of other names you can add, but as of the current version of ICA-AtoM (v1.0 beta) you can only register them one at a time, i.e. enter the data, click the Save button, repeat for each additional name.
  • To delete an other name, click the Delete icon next to it in the list.


4. Other names - name (ISDIAH 5.1.3, ISDIAH 5.1.4):

  • Enter the other name.


5. Other names - type (ISDIAH 5.1.3, ISDIAH 5.1.4):


6. Other names - note (ISDIAH 5.1.3, ISDIAH 5.1.4):

  • Enter any other information relating to the other name.


7. Type (ISDIAH 5.1.5):


Contact area

Edit archival institution: contact area

The "Contact area" contains fields that provide information on how to contact the archival institution.


1. Contact information ISDIAH 5.2.1, ISDIAH 5.2.2

  • Multi-value field for registering and displaying the institution's contact addresses.
  • Enter the data (see steps 2-x below); when you click the Save button in the Button block the contact address will be registered and will now appear in the list above the data entry fields.
  • There is no limit to the number of contacts you can add, but as of the current version of ICA-AtoM (v1.0 beta) you can only register them one at a time, i.e. enter the data, click the Save button, repeat for each additional contact.
  • To delete a contact, click the Delete icon next to it in the list.


2. Contact type


3. Click the green AddInfoIcon to add the new contact / address to the list.


4. To edit an existing contact / address, click the EditInfoIcon (pencil).


5. To delete an existing contact / address, click the red DeleteInfoIcon.



Description area

Edit archival institution: description area

The DescriptionArea contains fields that provide information about the history of the archival institution, its current structure and policy.


1. History and Structure: ISIAH 5.3.2 and ISIAH 5.3.3

  • Display data in a text block rather than a field that can be directly edited.
  • The data actually resides in the institution's related authority record.


2. To edit either of these fields, click the EditInfoIcon button (pencil) next to the text block.

  • ICA-AtoM routes you to Edit authority record screen.
  • Make revisions to the authority record.
  • When you save the changes, the system returns you to the archival institution record, with the revised data appearing in the text blocks.
  • For more information on editing text blocks, see above, Text blocks.


3. The other fields are basic text fields. See ISIAH for guidelines and examples.


Access area

Edit archival institution: access area

The AccessArea contains fields that provide information about the institution's public opening hours and accessibiliy. These are all basic text fields.


See ISIAH 5.4: Access area for guidelines and details.


Services area

Edit archival institution: services area

The ServicesArea contains fields that provide information about the services provided by the institution. These are all basic text fields.


See ISIAH 5.4: Service area for guidelines and details.