14.04.2016 PAM - Radenci – scopeArchiv – Inventory and Location Management 1 © scope solutions ag

IT solutions for archive management.

Records management consulting.

Inventory and Location

Management with scopeArchiv

Technical and Field related problems

of traditional and electronic archiving

14th April 2016 – Radenci - Slovenia

14.04.2016 PAM - Radenci – scopeArchiv – Inventory and Location Management 2 © scope solutions ag

Agenda

• Inventory and Location Management

• Module Overview scopeArchiv

• Units of description / Containers /

Location / Loans / Partners

• Best Practice

• Live Demo

14.04.2016 PAM - Radenci – scopeArchiv – Inventory and Location Management 3 © scope solutions ag

Inventory and Location Management

Where is the record the researcher is looking for?

14.04.2016 PAM - Radenci – scopeArchiv – Inventory and Location Management 4 © scope solutions ag

scopeArchiv Module Overview

Archive Pre-Archive Archive Use

Unit of Description

Descriptors

Containers Locations

Partners

Objects

Accessions

Mandates

Filing Plans

Query

Reproductions

Business Administration (Activities, Documents, Dossiers, Events, Mail Wizard)

Image Assistant

Finding Aid Assistant

Transfer Assistant

System Administration (Reports, Codes, Data Elements, Forms, Reminder Service, System Users)

Loans

Repository Adapters scopeIngest Repository Adapters Repository Adapters

Order Counter

14.04.2016 PAM - Radenci – scopeArchiv – Inventory and Location Management 5 © scope solutions ag

Inventory and Location Management

Here is the record the researcher is looking for !

14.04.2016 PAM - Radenci – scopeArchiv – Inventory and Location Management 6 © scope solutions ag

Units of description

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Containers

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Location

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Partners: Archival Staff & Users

Archivist

Researcher

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Loans

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Best practice 1

Every Unit of description is assigned to a Container

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Best practice 2

Every Container belongs to a Location

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Best practice 3

Partners are registered correctly to use them for Loans

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Live Demo

Complete Workflow from creation of

inventories to their use thanks to

«Inventory and Location Management»

1. Create: Unit of description

2. Create / Assign: Container

3. Create / Assign: Location

4. Create: Partner

5. Create: Loan

14.04.2016 PAM - Radenci – scopeArchiv – Inventory and Location Management 15 © scope solutions ag

IT solutions for archive management.

Records management consulting.

scope solutions ag

Clarastrasse 12

CH-4058 Basel

+41 61 690 96 61

mfischer@scope.ch

www.scope.ch

Martin Fischer

Senior Sales & Account Manager

Thank you

for your attention!