Download Universal Archiving Module User Manual

1.
INTRODUCTION ....................................................................................................................................... 3
1.1
2.
GENERAL INSTRUCTIONS .................................................................................................................... 3
2.1
2.2
2.3
2.4
2.5
3.
Glossary .......................................................................................................................................... 3
Form buttons ................................................................................................................................... 3
Adding a New Row .......................................................................................................................... 5
Deleting Data in the Form .............................................................................................................. 5
Sorting............................................................................................................................................. 6
Archival classification tree view options......................................................................................... 6
WORKING WITH THE APPLICATION ................................................................................................ 7
3.1
3.1.1
3.1.2
3.1.3
3.2
3.2.1
3.2.2
3.2.3
3.3
3.3.1
3.3.2
3.3.3
3.4
3.4.1
3.4.2
3.4.3
3.5
3.5.1
3.5.2
3.5.3
3.6
3.6.1
3.6.2
3.6.3
3.7
3.8
3.8.1
3.8.2
3.9
3.9.1
3.9.2
3.9.3
3.9.4
3.9.5
3.9.6
Describing the Archival Creator..................................................................................................... 7
Manual Description ........................................................................................................................ 8
Adding an Archival Creator from an XML File .............................................................................. 9
Updating the Archival Creator and Sub-Creator Data................................................................... 9
Describing the Archival Project.................................................................................................... 10
Starting a New Archival Project ................................................................................................... 10
Updating the Archival Project Data ............................................................................................. 11
Copying the Archival Project........................................................................................................ 11
Describing the Archival Structure Metadata ................................................................................ 11
Fond level description................................................................................................................... 12
Function level description ............................................................................................................. 12
Series level description.................................................................................................................. 13
Uploading archival descriptions ................................................................................................... 14
Creating an Archival Structure from XML.................................................................................... 16
Connecting Imported Series/Function Data to the Archival Project ............................................ 17
Repeated Import of Series/Function Metadata.............................................................................. 17
Uploading Archival Material (Dossier/Record/File) Metadata to the UAM ................................ 18
Converting Imported Files ............................................................................................................ 19
Connecting Imported Material Data to the Archival Project........................................................ 20
Repeated Import of Archival Material Metadata .......................................................................... 21
Describing the Archival Material Metadata ................................................................................. 21
Dossier metadata .......................................................................................................................... 21
Record level description................................................................................................................ 22
File Metadata ................................................................................................................................ 22
Validating the Archival Project..................................................................................................... 23
Transmitting the Archival Structure to the Public Archive for Approval...................................... 24
Transmitting Data via DEC .......................................................................................................... 24
Saving Data to Media.................................................................................................................... 25
Additional Menu Options .............................................................................................................. 25
Viewing the Record Container ...................................................................................................... 25
System Settings .............................................................................................................................. 27
Comparing Archival Structures..................................................................................................... 28
Search............................................................................................................................................ 30
Undoing Actions............................................................................................................................ 31
Printing Data ................................................................................................................................ 32
2