Difference between revisions of "Institution Manager manual - Manage your institution"

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Your institution has a specific place in the archival landscape of your country, given by your country manager who manages it. This archival landscape is the entry point to the 3-layer structure -country, institution, archival content- of the portal. It is the first level of this hierarchical structure, on which the navigation tree structure of the advanced search as well as the directory of the portal are based. So once you start using the Dashboard and you log in into your institution manager account for the first time, the first thing you have to do is to provide information on your institution:
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The content of this page has been integrated into the [https://www.archivesportaleurope.net/tools/for-content-providers/data-preparation/institution-manager-manual/ website of Archives Portal Europe] now.
 
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[[File:APE_IM_manual_05.png|300px|thumb|left|APE IM manual, figure 5: provide institution information]]
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You are asked to provide an EAG file, either by creating one or by uploading one. All information about the EAG standard can be found over here. The schema for creating an EAG file in XML format is available over here: [http://www.archivesportaleurope.net/Portal/profiles/eag_2012.xsd http://www.archivesportaleurope.net/Portal/profiles/eag_2012.xsd].
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== Upload an EAG file ==
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If you already have an EAG file (either from your own environment, or created within the Data Preparation Tool), you can upload it in the Dashboard. The Dashboard will check if the file is valid and compliant, and in case some mandatory information is missing, you will be asked to provide it before saving the file.
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== Create an EAG file ==
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To create an EAG file, you have to fill in a form, consisting of 7 tabs, ordered as in the ISDIAH standard, on which the EAG standard is based: Identity, Contact, Access and services, Description, Control, Relations. The mandatory fields are all grouped on the first tab, and the name of your institution is pre-filled:
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[[File:APE_IM_manual_06.png|300px|thumb|left|APE IM manual, figure 6: create an EAG file]]
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For a complete description and explanation of all the elements and options of an EAG file, please see the EAG guide that describes each element: [http://www.apex-project.eu/images/docs/D2.6D4.8_mapping-guide_apeEAD.pdf http://www.apex-project.eu/images/docs/D2.6D4.8_mapping-guide_apeEAD.pdf].
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Within the EAG creation form only four fields are mandatory:
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* Identifier/ISIL code
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* Street
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* City/Town (Postalcode)
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* Opening hours
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Specific attention should be given to the identifier of your institution. If you have an ISIL code please use it as identifier. If you don't have an ISIL code and can't obtain one, but you have a unique identifier that is ISO 3166 compliant, you can use that also. If you don't have an identifier at all, an internal identifier is automatically generated by the Dashboard. An ISIL code should ideally consist of two characters for the country code, a hyphen and up to 11 alphanumeric characters forming a concatenation of official abbreviations of the name of the city in which you institution is located and the name of your institution. For instance:
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* National archives of The Netherlands = NL-HaNA
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* Archives départementales de la Vendée = FR-FRAD085
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[[Category:Dashboard_IM_manual]]
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Latest revision as of 08:56, 28 October 2022

The content of this page has been integrated into the website of Archives Portal Europe now.