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Archivists’ Toolkit Review,[object Object],Name, Subject, Accession, Deaccession, and Location Records, ,[object Object]
Updated Manuals,[object Object],Where to find them:,[object Object],Your email inbox!,[object Object],Located in the FORMS_PROCEDURES folder of the shared drive!,[object Object],In the blue binder next to the CPU at the Reference Desk!,[object Object],Updates to the Processing manual incorporate the use of AT,[object Object],Updates to the AT manual include info on creating notes for Resource Records and new appendices (how exciting!),[object Object]
Name Records,[object Object],Creating Corporate Names, Persons, and Family Names (CPF) from the Names module,[object Object],Non-Preferred Forms (ex. Black),[object Object],Filtering and Searching Name Records,[object Object],Viewing and Editing Name Records,[object Object],Adding notes (ex. Apfelbaum),[object Object],Name Reports,[object Object]
Subject Records,[object Object],Creating Subject Records from the Subject module,[object Object],Add “Diaries” as Topical Term,[object Object],Filtering and Searching Subject Records,[object Object],Viewing and Editing Subject Records,[object Object],Local Subject Headings,[object Object],Subject Reports,[object Object]
Merging Duplicate Records,[object Object],Select the record you want to KEEP; the other record will be merged into this one,[object Object],Merge Dietz Names,[object Object],You can merge WITHOUT breaking links between Name or Subject Records and Accession, Resource, or Digital Object Records,[object Object],AT will alter the links to other types of records automatically,[object Object]
Deleting Name or Subject Records,[object Object],Delete any links between a Name or Subject and an Accession, Resource, and/or Digital Object Record BEFORE deleting,[object Object],AT will confirm that you want to delete a record; be sure that you do, otherwise you’ll get to recreate it!,[object Object],Delete “Diaries” as 650,[object Object]
Accession Records: Types,[object Object],Manuscript and University Archives Materials,[object Object],Additions to Art Holdings, Maps, Photographs, and Vertical Files,[object Object],Published Materials,[object Object],Tracking them through cataloging,[object Object]
Accession Records: Tabs & Fields,[object Object],Basic Information,[object Object],Accession Note,[object Object],User Defined Fields,[object Object],Names & Subjects,[object Object],Creating Name and Subject Records “on the fly”,[object Object],Acknowledgements, Restrictions, & Processing Tasks,[object Object],Creating Location Records “on the fly”,[object Object]
Accession Records: After Creation,[object Object],Filtering and Searching,[object Object],Viewing and Editing ,[object Object],Printing and Saving a Report for a Single Record and for Multiple Records,[object Object],Always preview or save reports before printing—AT produces often-extraneous title pages. The trees will thank you!,[object Object]
Deaccessions,[object Object],[object Object],Adding a Deaccession  to an Accession Record,[object Object],Can also be added to Resource Records,[object Object],Searching Deaccessions,[object Object],Can search Deaccessions linked to Accession Records or Resources Records, but not both at once,[object Object]
Location Records,[object Object],Unlikely you’ll need to add Location Records often, but just in case…,[object Object],Creating Location Records,[object Object],Editing Location Records,[object Object],Deleting Location Records v. Removing a Link to a Location,[object Object],Creating Location Reports,[object Object]
Getting Help!,[object Object],Ask Kira,[object Object],Please! I’m happy to answer any and all questions,[object Object],In-house Processing and AT manuals,[object Object],AT manual will walk you through the steps for most tasks you will be completing,[object Object],Online,[object Object],If all else fails, there is a searchable forum/help at http://archiviststoolkit.org/forum,[object Object],The full AT manual is online at http://archiviststoolkit.org/support,[object Object]

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