Training

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AABC workshop plan
From meeting notes Jan. 13

1. Introduction (30 minutes)
 * Show Welcome Page
 * Top menu bar
 * home
 * about
 * help
 * user profile
 * log in/out
 * Search/Browse
 * Add/Edit (click)
 * Archival institution
 * show navigation on right through context menu bar
 * authority record
 * holdings
 * show View vs Edit
 * Authority record
 * [possibly need to define authority record]
 * show creator or provenance names – explain this is where you will put the admin history of the archival description – pulled into the description from the authority record
 * Archival description
 * show context bar – archival inst, authority record, fonds, series (navigate through levels instead of back and forth through browser keys), physical storage.
 * show how to edit with sample data
 * overview of each area

2. Log in
 * explain user roles
 * explain that they are contributors

3. Edit archival institution (20 minutes)
 * open an existing archival institution record and edit the data elements

4. Add new authority record (20 minutes)
 * what is an authority record
 * create a new authority record

5. Add new fonds-level archival description (45 minutes, maybe less?)
 * create skeleton record and save to show how records are linked in.
 * Include:
 * title
 * dates (this is going to take a while)
 * level of description
 * identifier? (maybe)
 * save record and show how authority record is pulled in and how the context menu bar shows all relationships
 * edit description
 * numerous fields that weren't included the first time
 * dates - show how to add new name. Hit SAVE!
 * Notes

6. Add new series-level archival description (15 minutes)
 * don't add repository or creator name because this will duplicate information already at the parent level of description
 * reference code - links repository to fonds to series to file to item...
 * do same thing with series as fonds - create skeletal record, save, show context menu bar, go back in & fill series description more completely

7. Add new file-level description (20 minutes)
 * Include:
 * title
 * level of description (parent level - choose series to link to)
 * identifier
 * dates
 * SAVE - go back and look at context menu box
 * Physical storage
 * add an existing container
 * save and show context menu box
 * show when you go to the fonds level that you have a box
 * click on box number in physical storage to see all the contents in the box
 * click on the file and you're back to the file-level description
 * delete the box - show that the file isn't gone but the link is broken between box and file
 * create a new container
 * name
 * location
 * container type
 * change the information about the container (by clicking on the edit icon)

8. Subject and place terms (15 minutes)
 * users will choose from pre-existing terms and add them to archival descriptions (through access points or through editing events)

9. Searching and browsing (15 minutes)
 * browsing
 * searching
 * simple searches
 * advanced searches
 * log out and show what researchers will see

Sample documents