9.3 ATOM Metadata Manual

  1. What is AtoM?
  2. Technical Requirements
  3. Entity types
  4. Getting Started
    1.   Home page
      1.     Popular this week listing
    2.     Log in
    3.     User roles
      1.     Researcher
      2.     Contributor
      3.     Editor
      4.     Translator
      5.     Administrator
    4.   Page types
      1.     Home page
      2.     View
      3.     Edit
      4.     Edit digital object
      5.     Search results
      6.     Browse results
      7.     Error
    5.   Choose language
    6.   Change password
  5. Accessions
    1.     Add a new accession record
      1.     Add alternative identifiers to your accession
      2.     Add a donor
      3.     Add rights to an accession record
      4.     Link an accession record to an archival description
      5.     View the accession record
    2.   Link an accession to a physical storage container
    3.   Edit an existing accession record
    4.   Add an accrual
    5.   Add a legacy accession record
      1.     Method 1: CSV Import
      2.     Method 2: Altering the Accessions mask
      3.      Method 3: Disabling the Accessions mask
    6.   Create an archival description from an accession record
    7.   Delete an accession record
  6. Archival Descriptions
    1.   Add a new archival description
      1.     Add a new top level description
      2.     Add a new child description
        1.       Method 1: “On the fly”
        2.       Method 2: Adding a full child description
    2.   Edit an existing archival description
      1.     Publish an archival description
        1.       Notes on publication status and publish permissions
        2.       To publish an existing archival description
      2.     Calculate dates based on lower-level descriptions
    3.   Duplicate an existing archival description
    4.   Link related archival descriptions in AtoM to each other
    5.   Change the display standard
    6.   Add alternative identifiers to an archival description
    7.   Rename the title or slug of an archival description
    8.   View the modification history of an archival description
    9.   Move an archival description
      1.       Method 1: Change sort order
      2.       Method 2: Move a description to a different level
    10.   Delete an archival description
  7. Authority records
    1.   AtoM, Authority records, Biographical histories, and Access points
    2.   Create a new authority record
      1. Add a new authority record from the main menu
      2. Add a new authority record from a related archival description
        1. Adding Creator names
        2. Adding Name access points
      3. Add a new authority record from an authority record view page
    3.   Edit an existing authority record
    4.   Add access points to your authority record
    5.   Link an existing authority record to an archival description
      1. From the archival description
      2. From the authority record
    6.   Link an authority record to a repository as its maintainer
    7.   Create a relationship between two authority records
    8.   Create a relationship between an authority record and a function
    9.   Delete an authority record
  8. Archival Institutions
    1.   Add a new archival institution
      1. Add a new archival institution from the main menu
      2. Add a new archival instituion from an archival description edit page
      3. Add a new archival institution from the view page
    2.   Edit an existing archival institution
    3.   Add access points to your archival institution
    4.   Link an archival description to an archival institution
    5.   Edit the theme for an existing archival institution
      1. Change the background color of an archival institution
      2. Add/edit a logo to an existing archival institution
        1. Add a logo for an archival institution
        2. Edit/remove an exisiting logo for an archival institution
      3. Add/edit a banner to an existing archival institution
        1. Add a banner for an archival institution
        2. Edit/remove an existing banner for an archival institution
      4. Add a custom description to an archival institution
      5. Add a Google map to an archival institution
    6.   Set digital object upload limit for an archival institution
    7.   Delete an archival institution
  9. Deaccession records
    1.   Add a new deaccession record
    2.   Edit an existing deaccession record
    3.   Delete a deaccession record
  10. Donor records
    1.   Add a new donor record
      1. Using the donor dialog in the accessions template
      2. From another donor record
    2.   Edit an existing donor record
    3.   Link a donor record to an accession
    4.   Delete a donor record
  11. Functions
    1.   Add a new function
      1. Add a new function from the main menu
      2. Add a new function from the Functions browse page
      3. Add a new function from the view page of an existing function
    2.   Edit an existing function
    3.   Link a function to an authority record
    4.   Link a function to an archival description
    5.   Link a function to another function
    6.   Delete a function
  12. Rights
    1. Add a new rights record
      1. Add rights to an Accession record
      2. Add rights to an Archival description
    2. Manage rights inheritance
    3. Make rights actionable on digital objects
      1. Example: Configuring copyright permissions
    4. Configure Disallowed and Conditional access statements
    5. Add a Copyright statement before allowing access to a master digital object
      1. Configuring the copyright pop-up
      2. Applying the Copyright statement pop-up
    6. Manage Rights holders records
  13. Control area
    1. Description identifier
    2. Institution identifier
    3. Rules or conventions
    4. Status
    5. Level of detail
    6. Dates of creation, revision and deletion
    7. Language(s) and Script(s)
    8. Sources
    9. Maintenance notes
    10. Archivist’s notes
  14. Terms
    1. Add a new term
      1. Add a new term from the Manage Taxonomy screen
      2. Add an access point “on the fly” from an archival description
    2. Manage hierarchical taxonomies
      1. Add/edit a broader term
      2. Add/edit a narrower term
      3. Add/edit a related term
      4. Add/edit a converse term
    3. Edit an existing term
      1. Subject and Place terms - an alternate workflow
    4. Delete a term
  15. Physical storage
    1. Manage physical storage types
      1. Edit storage types
      2. Add storage types
    2. Link physical storage
      1. Add, change, or remove container links
      2. Create a new container on the fly
    3. Browse and manage physical storage
      1. Add a new container from the physical storage module
      2. View and edit existing storage containers
      3. Generate a physical storage report
    4. Visibility and physical storage
  16. Formatting
    1. Enabling Markdown in AtoM
    2. Headers
    3. Emphasis and text styling
    4. Lists
    5. Hyperlinks
    6. Images
    7. Escaped content (code blocks and raw text)
    8. Block quotes
    9. Horizontal rules
  17. Exit edit mode
  18. Search
    1. The AtoM Search box
      1. Typeahead and faceted search box results
      2. Institutional search box delimiters
      3. Search results and facet filters
    2. Search for archival descriptions
      1. Treeview quick search
    3. Dedicated search boxes
      1. Authority records
      2. Accession records
      3. Archival institutions
      4. Terms
      5. Donors
      6. Rights holders
      7. Functions
      8. Users
      9. Physical storage
  19. Advanced search
    1. The Advanced search panel
      1. Date range search filter
    2. Advanced search using the AtoM Search box
      1. Phrases
      2. Result matches and field weighting
      3. Boolean operators
    3. Expert searching and indexed Elasticsearch fields
      1. Introduction and basic usage
      2. Searching for empty fields
      3. Searching for populated fields
      4. Searching for recently created or modified descriptions
      5. Searching for digital objects
      6. Publication status
      7. List of Archival description ES fields
    4. Export advanced search results in CSV format
  20. Browse
    1. Browsing for all users
      1. Browse archival descriptions
      2. Browsing within an archival unit’s hierarchy
      3. Browse people, families and organizations
      4. Browse archival institutions
      5. Browse subjects and places
      6. Browse digital objects
      7. Browse functions
    2. Browsing for authenticated users
      1. Browse accession records
      2. Browse donors
      3. Browse Rights holders
  21. Navigation in AtoM
    1. The AtoM Header Bar
    2. Log-in button
    3. Quick links menu
    4. Language menu
    5. Clipboard menu
    6. Main menu
      1. Add
      2. Manage
      3. Import
      4. Admin
    7. Browse menu
    8. Search box
    9. Site logo
    10. Recurring page elements
      1. Title bar
      2. Text links
      3. Context menu
      4. Column headers
      5. Information areas
      6. Carousel
      7. Facet filters
      8. Button block
      9. Breadcrumb trail
      10. Sort buttons
      11. Institution logos
  22. Context menu
    1. Archival descriptions
      1. Treeview
    2. Authority records
    3. Subject and Place browse pages
      1. Terms treeview
    4. Archival institutions
    5. Results pages
  23. Clipboard
    1. Clipboard menu
    2. Pinning records to the clipboard
    3. Using the clipboard page
      1. Print preview
      2. Sort button
      3. Export CSV
      4. Pinning and unpinning results on the clipboard
    4. Using the clipboard to export records
    5. Saving your clipboard for another session
    6. Loading a saved clipboard
  24. Multilingual design principles
  25. Translate Content
  26. Translate Interface
  27. Translate static pages
  28. File and item list reports and printing
  29. Create physical storage location and Box label reports
    1. Create a global physical storage report
    2. Create a physical storage report for an archival unit
    3. Create physical storage report for a single container
    4. Generate a box label report via the Reports module
  30. Generate, upload, download, and print finding aids
    1. Finding aid settings
    2. Generate or upload a finding aid
    3. Delete an existing finding aid
    4. Finding aid layout
    5. Troubleshooting finding aid issues
      1. Physical storage information is not included in my finding aid
      2. I don’t want to display physical storage information in my finding aid
      3. Draft descriptions are being shown in my finding aid
      4. There’s no option in the context menu to generate a finding aid
      5. My scope and content is not included for file and item level descriptions
      6. Finding aid generation error; the jobs page says that “Exporting EAD has failed”
  31. Upload and manage digital objects
    1. Link a single digital object to an archival description
    2. Link a single digital object to an authority record
    3. Upload multiple digital objects to archival descriptions
    4. Upload PDF
    5. Edit digital objects
      1. Edit reference and thumbnail representations
      2. Save changes
    6. Add dynamic maps to your digital object metadata
    7. Edit the filename of a digital object linked to an archival description
    8. Delete digital objects
    9. Adding a watermark to reference images
    10. Digital object storage
    11. Files formats
  32. Import XML
    1. Import archival description XML files
      1. Matching critera for description XML imports
      2. Import new description XML records
      3. Import EAD XML as a replacement for existing records
    2. Importing authority record XML files
      1. Matching criteria for EAC-CPF XML imports
      2. Importing new authority record XML files
      3. Import EAC-CPF XML as a replacement for an existing authority record
  33. Export XML
    1. EAD export from an archival description view page
    2. Dublin Core XML export from an archival description view page
    3. MODS XML export from an archival description view page
    4. EAC-CPF XML export from an authority record view page
    5. Export multiple XML files using the Clipboard
  34. CSV import
    1. Before you import
      1. Determining import complexity
      2. CSV Column mapping
      3. Verify character encoding and line endings
      4. Data transformation
      5. Estimating import duration
      6. Testing your import
    2. Legacy ID mapping: dealing with hierarchical data in a CSV
    3. Prepare archival descriptions for CSV import
      1. Hierarchical relationships
      2. Creator-related import columns (actors and events)
      3. Digital object-related import columns
      4. Physical object-related import columns
      5. Standards related fields
      6. Other data entry notes
      7. Importing translations
    4. Import new archival descriptions via CSV
    5. Update existing descriptions via CSV import
      1. Fields that will support update imports
      2. Matching criteria for archival descriptions
      3. Update matches in place
      4. Delete matches and replace with imported records
      5. Importing updates via the user interface
    6. Prepare events for CSV import
    7. Import events via CSV
    8. Prepare archival institution records for CSV import
      1. Repository CSV columns
    9. Import new archival institutions via CSV
    10. Update archival institutions via CSV import
      1. Updating repository records in place via CSV import
      2. Deleting and replacing repository records via CSV import
      3. Importing repository updates in the user interface
    11. Prepare authority records for CSV import
    12. Import new authority records via CSV
    13. Update authority records via CSV import
      1. Authority record fields that will support update imports
      2. Update authority records in place via CSV import
      3. Delete and replace existing authority records via CSV import
      4. Updating authority records via import in the user inteface
    14. Prepare authority record relationships for CSV import
    15. Import new authority record relationships via CSV
    16. Prepare accession records for CSV import
      1. Linking an imported accession to an archival description
      2. Standards related fields
      3. Physical object-related import columns
      4. Creator-related import columns (actors and events)
      5. Donor-related import columns
      6. Other accession CSV data entry notes
    17. Create new accession records via CSV import
    18. Update existing accessions via CSV import
      1. Fields that will support update imports
  35. CSV export
    1. Export search and browse results in CSV format
    2. Export Clipboard results in CSV format
    3. Export completed jobs in CSV format
  36. Import and export terms with SKOS
    1. Import terms with SKOS files
    2. Export terms as SKOS XML
  37. OAI Repository
    1. Enable the OAI plugin in AtoM
    2. Configure AtoM’s OAI repository settings
      1. OAI repository settings field descriptions
    3. Set AtoM to require an API key for OAI-PMH requests
    4. Cache XML to make EAD 2002 XML available via OAI-PMH
    5. OAI-PMH verbs in AtoM
      1. Identify
      2. List metadata formats
      3. List identifiers
      4. List records
      5. Get record
      6. List sets
  38. Manage user accounts and user groups
    1. Add a new user
      1. Add a new user from the main menu
      2. Add a new user from a user’s profile view page
    2. View a user’s description modification history
      1. Viewing your own modification history
      2. Viewing other user’s modification histories
    3. Edit an existing user
    4. Add a new group
      1. Add a new user group from the main menu
      2. Add a new group from the view page
    5. Edit an existing user group
    6. Mark a user “Inactive”
    7. Delete a user
    8. Delete a group
    9. Login security features
  39. Manage digital object storage
    1. Manage digital object storage per institution
  40. Edit permissions
    1. Default user permissions settings in AtoM
      1. Default access privileges
      2. Default permissions by user role
    2. Setting permissions by archival description
      1. Edit archival description permissions by user
      2. Edit archival description permissions by group
    3. Setting permissions by authority record
      1. Edit authority record permissions by user
      2. Edit authority record permissions by group
    4. Setting permissions by term and taxonomy
      1. Edit term and taxonomy permissions by user
      2. Edit term and taxonomy permissions by group
    5. Setting permissions by archival institution
      1. Edit archival institution permissions by user
      2. Edit archival institution permissions by group
      3. Remove specific user or group permissions
  41. Manage jobs
  42. Manage static pages
    1. Static pages and security configuration
    2. Edit an existing static page
      1. Edit the “Home page”
      2. Edit other existing static pages
    3. Add a new static page
    4. Add menu links to a new static page
    5. Add a custom sidebar menu with links to your static pages
      1. Examples of the Static pages menu in use
    6. Styling static pages
      1. Headers, subtitles, and emphasis
      2. Hyperlinks
      3. Images
      4. Boxes and dividers
  43. Manage Menus
    1. Add a new menu
    2. Edit an existing menu
    3. Move an existing menu
    4. Delete an existing menu
  44. Manage plugins
    1. Enable plugins
    2. List of plugins
  45. Settings
    1. Global settings
      1. Application version
      2. Check for updates
      3. Results per page
      4. Escape special characters from searches
      5. Sort browser (users)
      6. Sort browser (anonymous)
      7. Default repository browse view
      8. Default archival description browse view
      9. Multiple repositories
      10. Enable institutional scoping
      11. Default archival institution upload limit (GB)
      12. Total space available for uploads
      13. Enable description change logging
      14. Upload multi-page files as multiple descriptions
      15. Show tooltips
      16. Generate description permalinks from
      17. Use any valid URI path segment and uppercase character in slugs
      18. Default publication status
      19. Show available drafts notification upon user login
      20. SWORD deposit directory
      21. Google Maps Javascript API key setting
      22. Generate archival description reports as public user
      23. Cache description XML exports upon creation/modification
    2. Clipboard settings
      1. Saved clipboard maximum age
      2. Clipboard sending
    3. DIP upload
    4. Default page elements
    5. Default templates
    6. Digital object derivatives
      1. PDF page number for image derivative
      2. Maximum image width (pixels)
    7. Finding aid
    8. Add/Remove languages
    9. Identifier settings
      1. Enable accession mask
      2. Accession mask
      3. Accession counter
      4. Enable identifier mask
      5. Identifier mask
      6. Identifier counter
      7. Reference code separator
      8. Inherit reference code (information object)
      9. Inherit reference code (DC XML)
    10. Inventory
    11. Markdown settings
    12. OAI repository
    13. Permissions
    14. Privacy notification
    15. Security panel
      1. Limit administrator functionality by IP address
      2. Require SSL for all administrator functionality
      3. Require strong passwords
    16. Site information
    17. Treeview settings
      1. Treeview type
      2. Make full width treeview collapsible on description pages
      3. Show browse hierarchy page
      4. Sidebar treeview settings
      5. Full-width treeview settings
    18. User interface labels
  46. Themes and theming
    1. Change theme
    2. Add or remove elements
    3. Change site title, description, and base URL
    4. Edit theme for an archival institution
  47. Default language
  48. Site logo
  49. Description Updates
  50. Visible elements
    1. Hide or show the login button
    2. Hide or show Information area headers
    3. Hide or show metadata fields
    4. Hide or show digital object metadata fields
    5. Hide or show Physical storage
  51. General International Standard Archival Description (ISAD(G)) data entry and CSV template
    1. ISAD CSV template
    2. Field descriptions
    3. Identity area
      1. Reference code
      2. Alternative identifier
      3. Title
      4. Date(s)
      5. Level of description
      6. Add new child levels
      7. Extent and medium
    4. Context area
      1. Name of creator(s)
      2. Biographical or Administative history
      3. Repository
      4. Archival history
      5. Immediate source of acquisition or transfer
    5. Content and structure area
      1. Scope and content
      2. Appraisal, destruction and scheduling
      3. Accruals
      4. System of arrangement
    6. Conditions of access and use area
      1. Conditions governing access
      2. Conditions governing reproduction
      3. Language of material
      4. Script of material
      5. Language and script notes
      6. Physical characteristics and technical requirements
      7. Finding aids
    7. Allied materials area
      1. Existence and location of originals
      2. Existence and location of copies
      3. Related units of description
      4. Publication notes
    8. Notes area
      1. Notes
    9. Access points
      1. Subject access points
      2. Place access points
      3. Name access points (subjects)
      4. Genre access points
    10. Description control area
      1. Description identifier
      2. Institution identifier
      3. Rules or conventions
      4. Status
      5. Level of detail
      6. Dates of creation, revision and deletion
      7. Language of description
      8. Script of description
      9. Sources
      10. Archivist’s notes
    11. Rights area
    12. Administration area
      1. Display standard
      2. Publication status
  52. Rules for Archival Description (RAD) data entry and CSV template
    1. RAD CSV template
    2. Field descriptions
      1. Title and statement of responsibility area
      2. Edition area
      3. Class of materials specific details area
      4. Authority record fields
      5. Dates of creation area
      6. Physical description area
      7. Publisher’s series area
      8. Archival description area
      9. Notes area
      10. Standard number area
      11. Access points
      12. Control area
      13. Rights area
      14. Administration area
  53. Describing Archives: A Content Standard (DACS 2013) data entry and CSV template
    1. DACS and the ISAD CSV template
    2. Field descriptions
    3. Identity elements
      1. Identifier
      2. Name and Location of Repository
      3. Levels of Description
      4. Title
      5. Date
      6. Extent
      7. Creator
      8. Child levels
    4. Content and structure elements
      1. Scope and content
      2. System of Arrangement
    5. Conditions of access and use elements
      1. Conditions governing access
      2. Physical access
      3. Technical access
      4. Conditions governing reproduction and use
      5. Languages of the material
      6. Scripts of the material
      7. Language and script notes
      8. Finding aids
    6. Acquisition and appraisal elements
      1. Custodial history
      2. Immediate source of acquisition or transfer
      3. Appraisal, destruction and scheduling information
      4. Accruals
    7. Related materials elements
      1. Existence and location of originals
      2. Existence and location of copies
      3. Related archival materials
      4. Related descriptions
      5. Publication notes
    8. Notes elements
      1. General note(s)
      2. Specialized note(s)
    9. Description control elements
      1. Sources used
      2. Rules or conventions
      3. Archivist and date
    10. Access points
      1. Subject access points
      2. Place access points
      3. Genre access points
      4. Name access points
    11. Administration area
      1. Display standard
      2. Publication status
  54. Dublin Core Metadata Element Set, Version 1.1 (DC)
    1. Dublin Core and the ISAD CSV template
    2. Field descriptions
    3. DC Elements area
      1. Identifier
      2. Title
      3. Names and dates
      4. Subject
      5. Description
      6. Type
      7. Child levels
      8. Format
      9. Source
      10. Language
      11. Relation (isLocatedAt)
      12. Coverage
      13. Rights
    4. Administration area
      1. Display standard
      2. Publication status
  55. Metadata Object Description Schema (MODS)
    1. MODS and the ISAD CSV template
    2. Field descriptions
    3. Elements area
      1. Identifier
      2. Title
      3. Names and Origin Info
      4. Type of Resource
      5. Child levels
      6. Language
      7. Subject
      8. Places
      9. Names
      10. Access Conditions
      11. Repository
      12. Description
    4. Administration area
      1. Display standard
      2. Publication status
  56. International Standard Archival Authority Record for Corporate Bodies, Persons, and Families
    1. ISAAR(CPF) Authority record CSV template
    2. Field descriptions
    3. Identity area
    4. Description area
    5. Relationships area
    6. Control area
  57. International Standard for Describing Institutions with Archival Holdings
    1. Field descriptions
    2. Identity area
    3. Contact area
    4. Description area
    5. Access area
    6. Services area
    7. Control area
  58. International Standard for Describing Functions (ISDF)
    1. Identity area
      1. Type
      2. Authorized form of name
      3. Parallel form(s) of name
    2. Context area
    3. Relationships area
    4. Control area
  59. Preservation Metadata: Implementation Strategies v2.2 (PREMIS)
    1. Field descriptions
    2. PREMIS Rights basis area
      1. Basis
    3. PREMIS Acts / Granted rights area
  60. Glossary

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