Recording #7.mp4: Create New Acquisition Record

Create a new Acquisition record

Add an Acquisition ID number

Add an Acquisition date

Create an Acquisition note summarizing the Acquisition

Add a source; if the source is not in the Person authority, add it

Add a credit line

Save

Recording #8.mp4: Create New Cataloging Record

Create a new Cataloging record with an ID number that is an extension of the recently created Acquisition record. For example, if the Acquisition record was 2015.001, create a Cataloging record with ID number 2015.001.0001

Add a brief description

Add a title with language English

Add the number of objects described by the record

Add dimensions 3" wide x 5" high

Add a content Person; if the Person is not in the Person authority, add him/her

Add a production Organization; if the Organization is not in the Organization authority, add it

Add a production date of 1986

Save

Recording #9.mp4: Edit Newly Created Person Authority Term

Click on the newly created Person vocabulary term in the right sidebar of the Cataloging record

Add a gender for the Person

Add an occupation (or two) for the Person

Add a birth date for the Person

Add a birth place for the Person

Save

Return to the Cataloging record via the link in the right sidebar

Recording #10.mp4: Create New Cataloging Records from Existing

From the same Cataloging record, select Create New From Existing

Change relevant details; ID number (add the next number in your sequence, e.g. 2015.001.0002, 015.001.0003, etc), content Person

Save

Repeat

Recording #11.mp4: Add Related Cataloging Records to an Acquisition

Search for Acquisitions

Select the recently created record

Click on the Add button next to Cataloging in the right sidebar

Click on Search

Select the radio buttons to the left of the three Cataloging records you created

Click on Add to Current Record

Recording #12.mp4: Create a Hierarchical Storage Location Authority

Create a new Storage Location Vocabulary Term with display name "House"

Create two narrower contexts for House, "Bedroom 1" and "Bedroom 2"

Save

Click on the gray arrow to the left of Bedroom 1 to pivot to that record

Create two narrower contexts for Bedroom 1, "Bookshelf 1" and "Bookshelf 2"

Save

Recording #13.mp4: Add a Current Location to one object

Search for the first of recently created Cataloging records

Go to the tab for Location/Movement/Inventory

Click Add Record and Create New

Give the record an ID number

Search in the current location field for "Bookshelf"

Select Bookshelf 2 from the results

Add a location date of today

Save

Return to the Cataloging record (Current Record tab)

Refresh

Bookshelf 2 will appear in the Current Location field

Recording #14.mp4: Add a Current Location to more than one object

Create a new Location/Movement/Inventory record

Give the record an ID number

Search in the current location field for Bookshelf

Select Bookshelf 1 from the results

Add a location date of today

Save

Click on the Add button next to Cataloging in the right sidebar

Click on Search

Select the radio buttons to the left of the two Cataloging records you created that do not yet have locations

Click on Add to Current Record

Click on one of the related Cataloging records via the right sidebar

Bookshelf 1 will appear in the Current Location field

Recording #15.mp4: Loan Out your objects

Create a new Loan Out record

Give the record an ID number and Loan Purpose

Add a Lender's Authorizer; if the Person is not in the Person authority, add him/her

Add a Borrower; if the Organization is not in the Organization authority, add it

Add a Loan out date and Loan return date

Save

Click on the Add button next to Cataloging in the right sidebar

Click on Search

Select the radio buttons to the left of the three recently created Cataloging records

Click on Add to Current Record

Recording #16.mp4: Add Media to an object

Search for Cataloging

Select one of the recently created records

Go to the tab for Media Handling

Click Add Record and Create New

Give the record an ID number and Title

Select + Upload and choose an image or other media file

Return to the Cataloging record (Current Record tab)

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