Author Entry

The Author Entry tool is used to create and maintain Authors which can be added to Items. Authors are people or institutions that you want to link to Items. Authors can then be used as a field value to filter Items to those created by a specific Author.

Authorised users may create, modify or expire Author records. Note: you may not expire an Author if it is in use (linked to an Item).

Author Entry is reached from the Main Menu, Item Writing → Author Entry

This takes the user to the Author Entry grid. For more on grid navigation, click here.

Special Filters

The Author Entry grid has special filter controls in the title bar.

  • Include Expired Records by default is unchecked. This means Author records that have an Expiry Date prior to today are not displayed. When checked, all Author records (including expired) are displayed. Effective and Expiry Dates

Bulk Actions

The Author grid has bulk actions. Bulk Actions refer to actions taken against a single or multiple selected records. To learn more about selecting records click here. If no records are selected when performing a bulk action, a warning message is displayed.

  • Update will apply the specified field changes to all selected records. See Bulk Update.
  • Expire will expire the selected records.
  • Copy will copy the selected record to another Bank. Note: Bulk Copy of Authors is not available on Banks with 1 depth level. See Banks and Bank Level and Bank Copy

Context Options

Right-clicking on a row in the Author grid will open a context menu.

Edit General

Navigates to Author Edit General page where the user can maintain general information for the Author record.

Edit Notes and Custom

Navigates to Author Edit Notes and Custom page where the user can maintain notes and custom information for the Author record.

Audit

Navigates to the Audit grid for the selected record.

Usage

Navigates to the Usage grid for the selected record.