Difference between revisions of "CM manual Manage your archival landscape"

From Archives Portal Europe Wiki
Jump to: navigation, search
(Create a group)
(Create an institution)
Line 35: Line 35:
 
=== Create an institution ===
 
=== Create an institution ===
  
 +
To create an institution, please follow the indicated actions.
 +
* select the group or sub-group it belongs to
 +
* '''''name''''': give a name to the institution (f.i. Zeeuws Archief)
 +
* select an '''''element type''''': choose “archival institution” in the drop-down list
 +
* select a '''''language''''': select you language in the drop-down list [2]
 +
* click on the '''''Add to the list''''' button
 +
* click on the '''''Save''''' button
 +
 +
Check its place in the tree and modify it if needed (see next chapter)
 +
 +
[2]
  
 
=== Modify the structure ===
 
=== Modify the structure ===

Revision as of 19:42, 19 July 2018

The archival landscape comprises, for each country, the different archival institutions. It 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 is based.

Each country manager is responsible of the archival landscape of his country (creating the countries is done by the general system administrator). A Country Manager can organise his/her national part of the Archival Landscape as he/she sees fit, since geographical, thematic, administrative classifications of the archival institutions are different in each country. The aim of this national coordination is to define the structure of the archival institutions within the country.

It may be necessary or useful to discuss it with the institutions of a country to agree on the definitive structure. It’s recommended to have your structure in mind before beginning the actual creation of it in the Dashboard.

Note that the Archival Landscape's structure should not be changed too often because this has consequences on the data indexing.



Edit Archival Landscape

The section "Edit archival landscape" within the Dashboard includes a specific web form (see figure 4 below) that allows Country Managers to create and manage a structure within their (national) part of the overal Archival Landscape. The Archival Landscape can be hierarchically organised, in order to group certain types of archival institutions together and can contain as many levels as needed.

CM manual, figure 4


Create a group

To create a group, please follow the actions indicated below.

Note that you don't need to create group, it's only a facility for complex archival organisations in certain countries.

  • select the group or sub-group it belongs to
  • name: give a name to the group (f.i. regional archives)
  • select an element type: choose "group" in the drop-down list
  • select a language in the drop-down list [1]
  • use the button "Show alternative names" to add the name of an institution or group in (an) additional language(s) if wanted.
  • click on the Add to the list button
  • click on the Save button

Check its place in the tree and modify it if needed (see the next paragraph).

[1] The language influences the display of the Archival Landscape in the portal in relation to the language a user has selected for the interface of the Portal. When f.i. providing the institution "Nationaal Archief" and including the language information "Dutch", the following syntax of the Archival Landscape will be generated in EAD: <unittitle encodinganalog="3.1.2" type="dut">Nationaal Archief</unittitle>

Create an institution

To create an institution, please follow the indicated actions.

  • select the group or sub-group it belongs to
  • name: give a name to the institution (f.i. Zeeuws Archief)
  • select an element type: choose “archival institution” in the drop-down list
  • select a language: select you language in the drop-down list [2]
  • click on the Add to the list button
  • click on the Save button

Check its place in the tree and modify it if needed (see next chapter)

[2]

Modify the structure

Preview the Archival Landscape

CM manual, figure 5


Download and upload the Archival Landscape

Change identifiers