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wiki:user_manual:author_directory_management [2008/09/03 10:44] (current)
sdemi created
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 +\\ ====== 7. Author Directory Management ======
 +
 +| 7.1 View All Authors ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager |
 +| What does this functionality allow me to do? | View a list of all existing authors to add new Authors to the system or view/update details of existing Authors. |
 +| Which page do I have to be in to access this functionality? | User Home Page. |
 +| Steps | 1. Click on the "View the authors directory" link from User Home Page or the "Manage Authors" link from the menu bar. |
 +| Result | System displays a list of all existing Authors and associated links to [[#_7.2_Add_Author|add new]] or [[#_7.3_Edit_Author|edit]]/[[#_7.4_Delete_Author|delete]] existing Authors. |
 +
 +| 7.2 Add Author ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager |
 +| What does this functionality allow me to do? | Allow users to add a new Author to the system. |
 +| Which page do I have to be in to access this functionality? | [[#_7.1_View_All_Authors|View All Authors]] |
 +| Condition | None |
 +| Steps | Click on the "Add Author" link from [[#_7.1_View_All_Authors|View All Authors]] page. · You will be redirected to the "Add a new Author" page Fill in the form. The fields marked with a * (star) are required. · Email field must be a valid email address. Click "Save" button. |
 +| Result | The new Author is added to the system and will be available for selection in the Author dropdown in Metadata Record Cataloging Forms. You will be taken back to [[#_7.1_View_All_Authors|View All Authors]] Page. |
 +| Things to look out for | At step 2 if you do not enter one of the required fields or a valid email address, system will reload the page and displays an error message indication what went wrong. |
 +
 +| 7.3 Edit Author ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager |
 +| What does this functionality allow me to do? | Edit details of an existing Author. |
 +| Which page do I have to be in to access this functionality? | [[#_7.1_View_All_Authors|View All Authors]] |
 +| Steps | Click on the "Edit" link from the list in [[#_7.1_View_All_Authors|View All Authors]] page. You will be redirected to the "Edit Author" page. The system will display the Author detail form pre-populated with information already saved in database. Edit the form: The fields marked with a * (star) are required. · Email field must be a valid email address. Click "Save" button. |
 +| Result | The modified details will be saved in the system. You will be taken back to [[#_7.1_View_All_Authors|View All Authors]] Page. |
 +| Things to look out for | At step 2 if you do not enter one of the required fields or a valid email address, the system will reload the page and displays an error message indication what went wrong. |
 +
 +| 7.4 Delete Author ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager |
 +| What does this functionality allow me to do? | Delete an existing Author from the system. |
 +| Which page do I have to be in to access this functionality? | [[#_7.1_View_All_Authors|View All Authors]] |
 +| Condition | None |
 +| Steps | Click on the "Delete" link from the list in [[#_7.1_View_All_Authors|View All Authors]] page. |
 +| Result | The Author will be deleted from the system. You will be taken back to [[#_7.1_View_All_Authors|View All Authors]] Page. |
 +
 +| 7.5 Use Author in Metadata Record Cataloging Form ||
 +| Which users have access to this page? | Collection Administrator and Collection Manager |
 +| What does this functionality allow me to do? | If there is a 'Resource Author' input type in the Metadata Record Cataloging Form you are using, you can select an Author from system. This will populate of the fields of 'Resource author' input type will be automatically populated with the details of the existing Author. |
 +| Which page do I have to be in to access this functionality? | [[#_5.1_Upload/Catalog_Metadata_Record|Upload/Catalog Metadata Record]] |
 +| Condition | There should be one or more authors in [[#_7.1_View_All_Authors|Author Directory]] and Record Submission From must have at least one 'Resource author' input type. |
 +| Steps | Select an author from the 'Select Author' dropdown list. |
 +| Result | The rest of the field of 'Select Author' input type will be populated from database. The Author Details are not yet saved in the system for the Metadata Record. You must save the Record in order to associate the Author permanently to the record in the System. |