User Manual - Anatomy of a Record
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Anatomy of a Record
The user interface of CollectionSpace was built with careful consideration for usability, context, and relationships. The following pages include a detailed overview of a standard CollectionSpace record, including: the main edit screen, engineered for ease of use; the right sidebar, designed to provide an always-present contextual snapshot; and the tab system, which simplifies the process of creating and maintaining relationships among records.
All records in CollectionSpace – whether cataloging, acquisition, loan, or vocabulary term – share the same basic layout and characteristics. An overview of the key elements of each record follows.
1. Top Navigation Bar
The top navigation bar in each screen remains the same whether you are editing a record, viewing search results, or adding a new user account. At any time, you may navigate to MyCollectionSpace, Create New, Find and Edit, Report, Administration, or the search box.
2. Edit Screen
The edit screen contains the complete data model for a particular record type – in the examples following, an Intake record. Edit screens are accessible via mouse or keyboard, and contain a combination of plain alphanumeric fields and the special fields outlined in pages 37-45 of the manual.
3. Right Sidebar
The right sidebar contains a snapshot of contextual information for a record. At the top of the sidebar are all reports available for that procedure. Below that is a thumbnail view of media related to a record. Below that is Terms Used, which includes a link to all authority terms used within a record. The Procedures and Cataloging lists include links to all related procedural (e.g. Intake, Acquisition, Loans Out) and Cataloging records. You may also create relationships between records via the right sidebar.
4. Tabs
The top of each record contains a number of tabs. The Tab on the far left is the primary tab for the record type you’re editing - in the examples following, an Intake record. The tabs to the right of the primary tab are secondary tabs. These tabs are used to view, create, and edit related records (e.g. a Cataloging record related to an Acquisition, or a Location and Movement record related to an Intake).