Difference between revisions of "Default templates"

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__NOTOC__
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[[Main Page]] > [[User manual]] > [[Administer]] > [[Settings]] > Default templates
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<span class="pageTitle">Specify screen templates</span>
 
  
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[[Main Page]] > [[User manual|(UM) User manual]] > [[UM-7|UM-7 Administer ICA-AtoM]] > [[UM-7.3|UM-7.3 Customize settings]] > UM-7.3.4 Specify screen templates
 
  
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[[Image:um7-3-3Templates.png|500px|right|thumb|Site settings page with default_templates information area expanded]]
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ICA-AtoM ships with default page layouts ("templates") for viewing and editing [[Glossary#Archival description|archival descriptions]], [[Glossary#Authority record|authority records]], and [[Glossary#Archival institution|archival institutions]]. For more information on the standards on which these templates are based, see [[descriptive standards]]
  
  
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ICA-AtoM 1.0 beta ships with default screen layouts ("templates") for viewing and editing the [[Database content|database content]]. These layouts are based on ICA descriptive standards: [[RS-1|ISAD(G)]], [[RS-2|ISAAR(CPF)]] and [[RS-3|ISDIAH]].
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<div class="clearfix">
  
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== Select default templates ==
  
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ICA-AtoM, however, is built on underlying software ([http://qubit-toolkit.org/wiki/index.php?title=Main_Page Qubit]) that is designed to be flexible enough to support other archival descriptive standards, as well as other standards for other types of materials (such as library, museum and art gallery materials). Future releases of ICA-AtoM will include other templates based on some of these other standards -- for example, the Canadian ''Rules for Archival Description'' (RAD), the Brazilian ''Norma brasileira de decriçào arquivística'' (NOBRAD), ''Dublin Core'' metadata element set (DC), ''Categories for the Description of Works of Art'' (CDWA) and ''Metadata Object Description Schema'' (MODS).
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[[Image:defaultTemplate.png|500px|right|thumb|Select default templates]]
  
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<ol>
  
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[[Developer|Developers]] can also create their own customized templates and add them to their ICA-AtoM application. This involves, however, dealing directly with the application code and should only be undertaken by programmers familiar with Symfony and PHP.
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<li>
  
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*See developer documentation at the [http://qubit-toolkit.org/index.php?title=Main_Page Qubit-toolkit website] for adding customized templates to the application.
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<p>Go to Admin > Settings.
  
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<li>
  
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The ''site settings'' screen is where [[Administrator|administrators]] specify which templates to use for which [[Entity|entities]] under which actions (e.g. edit an [[Archival institution|archival institution]], list [[Authority record|authority records]]). These procedures assume that you have more than one template for any given entity / action. This is '''not''' the case with the default version ICA-AtoM 1.0 beta; it ships with '''only''' the ICA templates. Use the following procedures '''only if''' a [[Developer|developer]] has created customized templates '''in addition''' to those shipped with ICA-AtoM 1.0 beta.
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<p>Open the Default template [[Glossary#Information area|information area]].
  
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<li>
  
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1. Click the ''admin > settings'' tab.
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<p>The Name column shows the types of [[Glossary#Entity|entities]] that are described in ICA-AtoM. Standards for Archival descriptions, Authority records and Repository records are provided in the drop-down boxes. The Administrator may select one for each entity.
  
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<li>
  
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2. Open the ''default_template'' [[Information area|information area]].
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<p>In the "Value" column, select for each type of entity the descriptive standard you want to use to describe it.
  
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<p>The [[Glossary#Drop-down menu|drop-down menu]] shows only descriptive standards for which data entry/viewing templates are available.
  
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3. The ''name'' column shows the [[Entity|entity]] / action used in ICA-AtoM's software code. Note that names use the generic Qubit terms rather than the archives-specific terminology of ICA-AtoM.
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<li>
  
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*'''informationobject_edit''': open an [[Edit screen|edit screen]] for data entry for a single information object ([[Archival description|archival description]]).
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<p>Click the Save button to save changes.
  
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*'''informationobject_show''': open a [[View screen|view screen]] for read-only display of a single information object ([[Archival description|archival description]]).
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<li>
  
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*'''informationobject_list''': display a set of information objects ([[Archival description|archival descriptions]]) on a [[List screen|list screen]].
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<p>When you return to viewing/editing information, the records will display in the templates you selected.
  
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*'''actor_edit''': open an [[Edit screen|edit screen]] for data entry for a single actor ([[Authority record|authority record]]).
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</ol>
  
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*'''actor_show''': open a [[View screen|view screen]] for read-only display of a single actor ([[Authority record|authority record]]).
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</div>
  
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*'''actor_list''': display a set of actors ([[Authority record|authority records]]) on a [[List screen|list screen]].
 
  
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*'''repository_edit''': open an [[Edit screen|edit screen]] for data entry for a single repository ([[Archival institution|archival institution]]).
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[[Category:User manual]]
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*'''repository_show''': open a [[View screen|view screen]] for read-only display of a single repository ([[Archival institution|archival institution]]).
 
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*'''repository_list''': display a set of repositories ([[Archival institution|archival institutions]]) on a [[List screen|list screen]].
 
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4. The ''value'' column shows the name of the layout template invoked by an [[Entity|entity]] / action. ICA-AtoM ships with the default templates entered here.
 
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5. To change templates, overwrite the name of the  in the ''value'' column with the exact name of the template you want to use
 

Latest revision as of 15:30, 30 August 2012

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.

Main Page > User manual > Administer > Settings > Default templates


ICA-AtoM ships with default page layouts ("templates") for viewing and editing archival descriptions, authority records, and archival institutions. For more information on the standards on which these templates are based, see descriptive standards


Select default templates

Select default templates

  1. Go to Admin > Settings.

  2. Open the Default template information area.

  3. The Name column shows the types of entities that are described in ICA-AtoM. Standards for Archival descriptions, Authority records and Repository records are provided in the drop-down boxes. The Administrator may select one for each entity.

  4. In the "Value" column, select for each type of entity the descriptive standard you want to use to describe it.

    The drop-down menu shows only descriptive standards for which data entry/viewing templates are available.

  5. Click the Save button to save changes.

  6. When you return to viewing/editing information, the records will display in the templates you selected.

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