Difference between revisions of "Institution Manager manual - Optional actions"

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The Archives Portal Europe's Dashboard offers some extra - optional - functionalities next to the ones that are necessary for the common workflow, these are:
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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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* Create EAC-CPF files
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* Manage topics
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* Partially edit finding aids
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* Create holding guides and source guides
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* Convert data to EDM records and deliver those to Europeana
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<div><br/>__TOC__<br/></div>
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== Create EAC-CPF files ==
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An introduction to Encoded Archival Context - Corporate Bodies, Persons and Families (EAC-CPF) and the use of it in the Archives Portal Europe can be found in the [[apeEAC-CPF|apeEAC-CPF section]] of this Wiki and the schema for the apeEAC-CPF subset is available over here: [http://www.archivesportaleurope.net/Portal/profiles/apeEAC-CPF.xsd http://www.archivesportaleurope.net/Portal/profiles/apeEAC-CPF.xsd].
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Content providers, who don't have EAC-CPF files or can't export these kind of files from their own systems, can create EAC-CPF files in the Dashboard using a form. The form does not however cover all possible elements of apeEAC-CPF, but allows entering the key information about an entity. The created files are then available in the content manager, like the other files, in the EAC-CPF view of the Content manager screen.
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The apeEAC-CPF form is available via de link  in the Dashboard:
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[[File:APE_IM_manual_43.png|600px|thumb|left|link to the EAC-CPF creation form in the Dashboard]]
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<br clear=all>
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The form is then displayed using the full width of your screen, first you have to select the type of entity that you want to describe:
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[[File:APE_IM_manual_44.png|600px|thumb|left|create an EAC-CPF record step 1: choose the type of entity (person, corporate body or family]]
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<br clear=all>
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Next you can fill in the different tabs adapted to each entity type:
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[[File:APE_IM_manual_45.png|600px|thumb|left|create an EAC-CPF record step2: fill in the form with all available information for describing the entity]]
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<br clear=all>
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The quality of the search in the portal and the facets to refine the search depend on the quality of the data available in the EAC-CPF file:
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[[File:APE_IM_manual_46.png|600px|thumb|left|search results from EAC-CPF files with search term "Charles"]]
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The display of EAC-CPF files in the Archives Portal Europe facilitates links to original websites and authority files systems, but also to related archival material and related entities as available in the portal:
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[[File:APE_IM_manual_47.png|600px|thumb|left|full display of an EAC-CPF file in the Archives Portal Europe]]
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<br clear=all>
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== Mabage topics ==
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The topics populate the tag-cloud displayed on the homepage or the portal, and are also available in a list via the menu "topics" in the footer. They are used as facets in the search results.
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== Partially edit finding aids ==
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== Create holding guides and source guides ==
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== Convert data to EDM records and deliver those to Europeana
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[[Category:Dashboard_IM_manual]]
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Latest revision as of 08:57, 28 October 2022

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