Sample Workflow: Managing Your Personal Basketball Card Collection
- Megan Forbes
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)