Managing party records

Managing party records

Items within your collection will have associated "Parties". A "Party" refers to a person or organisation that is somehow linked to the life of an item.  For example, a book's associated Parties may be the author, editor, publisher, and illustrator. When cataloguing this item, you would need to associate each of these Parties separately within the record:

Associating a Party Record:
  1. From the Provenance Section of the CMS, click on Add Party
  2. Using the search bar, type in the name of the individual or organisation you would like to associate (if this Party does not exist, see "Creating a New Party Record" below)
  3. Once you have located your desired Party, click on the  (blue plus sign) at the far right side
  4. Click on OK at the top right
  5. To associate another Party record, repeat this process
See this video on Updating Provenance Details for a visual guide to associating Parties.

Creating a New Party Record:
  1. Click on the  at the top left-hand corner of the screen
  2. From the dropdown, click on Catalogue > Parties
  3. On the left-hand side of the screen, click on New Record
  4. Add the associated details for an individual or organisation
  5. Once complete, click Save at the top right-hand corner
  6. Click on the  icon again
  7. From the dropdown, click on Catalogue > Items
  8. On the left-hand side of the screen, click on Complete Editing. This will bring you back into the record you were working on.
  9. Follow the above steps for "Associating a Party Record"

Still have questions? Leave a comment.
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