Difference between revisions of "CD-1.0-4"

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(New page: 1. Once you have logged in, the Main menu bar appears. The options available on it depend on your user role; the menu illustrated shows how it displays to an [[Administ...)
 
 
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<span class="pageTitle">4. Add new records / enter data</span>
  
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[[Main Page]] > [[Demo CD]] > [[CD-1.0|English]] > 4. Add new records / enter data
  
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1. Once you have logged in, the [[Main menu bar]] appears. The options available on it depend on your [[User role|user role]]; the menu illustrated shows how it displays to an [[Administrator|administrator]] with full access to the system ("demo" users are treated as [[Administrator|administrators]]).
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[[Image:CD-1.0_EN4.png|500px|right|thumb|Edit screen (archival description)]]
  
  
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2. To create a new record, click the ''Add / edit'' tab; click the sub-tab for the type of record you want to create ([[Archival description|archival description]], [[Authority file|authority file]], [[Archival institution|archival institution]], [[Term|term]]).  
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1. Once you have logged in (see [[CD-1.0-3|View / navigate / edit]], step 4), the [[Main menu bar|main menu bar]] appears. To create a new record, click the [[Add / edit tab|add/edit tab]]; click the sub-tab for the type of record you want to create ([[Archival description|archival description]], [[Authority record|authority record]], [[Archival institution|archival institution]], [[Term|term]]). ICA-AtoM displays a list of all existing records of that type.
  
  
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3. Click the [[Add new button]] or link, ICA-AtoM will open a blank data-entry screen.
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2. Click the ''add new'' link at the head of the list or the [[Add new button|add new button]] at the foot of the list. ICA-AtoM will open a blank data-entry screen.
  
  
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4. [[Field|Fields]] are organized into sections based on the [[Information area|information areas]] in the corresponding ICA descriptive standard. Click on an area to toggle it between open (display fields) and closed (hide fields).
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3. [[Field|Fields]] are organized into sections based on the [[Information area|information areas]] in the corresponding ICA descriptive standard. Click on an area to toggle it between open (display fields) and closed (hide fields).
  
  
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5. When you have completed data entry click the [[Create button]] in the floating [[Button block]] at the bottom of the screen. ICA-AtoM commits the record. The [[Save button]] now appears. Please note also, whenever you add new data (whether creating a new record or editing an existing one), always click the [[Save button]] before exiting the record (e.g. clicking a link, performing a search); otherwise you will lose the new data when you leave the record.
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4. Enter data into the empty text fields. Some fields provide [[Drop-down menu|drop-down menu lists]] for you to select values from. To upload [[Digital object|digital files]] (e.g. photos, videos, PDFs), go to the ''Digital object information area'', click the ''browse'' button to navigate to the file, select it and click ''open'' (not illustrated).
  
  
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6. To return to the [[View screen]], click the[[ Title bar]]; to return to the [[List screen]], click the [[List all button]] or one options under the ''Add / edit'' tab on the [[Main menu bar]].
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5. When you have completed data entry click the [[Create button|create button]] in the floating [[Button block|button block]] at the bottom of the screen. ICA-AtoM commits the record. The ''save'' button now appears in place of the [[Create button|create button]].
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6. Whenever you create a new record or edit an existing one, '''always click the [[Create button|create]] / ''save'' button before exiting the record''' (e.g. by clicking a link, performing a search); '''otherwise you will lose the new data when you leave the record'''.

Latest revision as of 12:01, 17 July 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.

4. Add new records / enter data

Main Page > Demo CD > English > 4. Add new records / enter data

Edit screen (archival description)


1. Once you have logged in (see View / navigate / edit, step 4), the main menu bar appears. To create a new record, click the add/edit tab; click the sub-tab for the type of record you want to create (archival description, authority record, archival institution, term). ICA-AtoM displays a list of all existing records of that type.


2. Click the add new link at the head of the list or the add new button at the foot of the list. ICA-AtoM will open a blank data-entry screen.


3. Fields are organized into sections based on the information areas in the corresponding ICA descriptive standard. Click on an area to toggle it between open (display fields) and closed (hide fields).


4. Enter data into the empty text fields. Some fields provide drop-down menu lists for you to select values from. To upload digital files (e.g. photos, videos, PDFs), go to the Digital object information area, click the browse button to navigate to the file, select it and click open (not illustrated).


5. When you have completed data entry click the create button in the floating button block at the bottom of the screen. ICA-AtoM commits the record. The save button now appears in place of the create button.


6. Whenever you create a new record or edit an existing one, always click the create / save button before exiting the record (e.g. by clicking a link, performing a search); otherwise you will lose the new data when you leave the record.

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