Context menu¶

Sidebar treeview¶

Sidebar treeview showing the hierarchy of child-levels in a fonds.

In the figure to the right, the record for an item is highlighted, showing the placement of the file in a hierarchy, e.g. what series and fonds does it belong to. In this example, the user is viewing Item 2000029-02P in a Series called “Photographs,” in a fonds titled the “John Honsberger fonds.” The treeview allows the user to see the current record’s position in the collection hierarchy, and by clicking on the blue hyperlinked titles of other records, the user can navigate easily from one record to another contained in the same fonds or collection.

For performance reasons, AtoM may also not load all available descriptions in the current position of the hierarchy - for example, if you are browsing in a series with 20 descriptions, only the first 6-7 may display. In this case, AtoM will include an approximate count of remaining descriptions - clicking on this will load the next batch of available descriptions in the treeview. In the image on the right, there are approximately 10 more item-level descriptions in the “Photographs” series. After the first 2 times, a scrollbar will appear and the treeview will continue to load 4 more descriptions as the user scrolls lower in the treeview pane.

When first arriving on the view page for a top-level description (e.g. a fonds or collection, etc), lower-level records with children will appear with a “caret” beside them to indicate that they contain children. In the treeview on the left in the image below, for example, the user is currently viewing the top-level fonds record for the John Honsberger fonds - the series below, each of which have children, are displayed. Clicking on a series title will reload the page and display that series. However, a user can also click directly on the caret to expand that series without leaving the current view page. The treeview will reload without reloading the whole page, and sibling series will be hidden, as the lower-level item records are displayed for browsing. You could click the caret again to close the current series, and return to viewing all series below the fonds-level record.

Sidebar treeview states compared - browsing the series in a fonds (left), then browsing the items in a series (right).

To navigate with the sidebar treeview, users can do the following:

1. Click on a different description title to see that description. The main archival description view page will reload to display the selected record, which will now be highlighted in the treeview.
2. Click on the approximate count button to expand more descriptions not currently in view.
3. Click on the “caret” beside a description with children (e.g. the series description in this example) to expand or collapse all the children titles.
4. Click on the title of the fonds to return to the fonds-level description, which will also reload the view page to display the selected fonds-level description.

An administrator can also change the default sort order of the sidebar treeview via Admin > Settings. For more information, see: Sort treeview (information object).

Full-width treeview¶

An example of the treeview when displayed in Full-width mode

The full-width treeview, pictured above, has some notable differences from the older sidebar treeview. Most notably, it will allow users to browse all levels of description in the hierarchy of the archival unit at one, while the sidebar treeview will only display siblings of the currently viewed level. By being positioned in the center of the page, it necessarily has more room - and a user can click and drag the bottom bar of the treeview to expand the viewing area further:

Click and drag the bottom bar of the full-width treeview viewing area to expand it

The full-width treeview also supports keyboard navigation - use the up and down keys to navigate, and the left/right keys to expand or collapse descriptions with children.

Basic indentation is used to better visually indicate the hierarchical relationships in the full-width treeview. When a description contains children, a + plus sign appears to the left of its title - click this (or use the right arrow key when the record is selected) to expand the children. The - minus sign can then be clicked (or the left arrow key used) to collapse the parent record again.

Basic icons are also used to help visually distinguish different levels. At present, these are hard-coded and cannot be changed without a developer making changes in AtoM’s code. The collection and fonds-level records will use the box icon; series, sub-series, and other intermediate levels use the folder icon, while file and item-level records use the document icon. If a user adds a new level of description to the Levels of description taxonomy, it will by default use the folder icon:

To help differentiate the levels at a glance, 3 different icons have been used in the full-width treeview. New levels added to the Levels of description taxonomy will use the folder icon by default.

As different descriptions are selected in the full-width treeview, the description view page will automatically update to display that record. When navigating with a keyboard, the view page will not update until the user presses the “enter” key to select the description for viewing.

Like the sidebar treeview, for performance reasons AtoM may not load all available descriptions at once, when there are many immediate children below the top-level description in the archival unit. The default value for this behavior is 50 - meaning, if there are more than 50 immediate children below the parent description, AtoM will add a count of the number of remaining records not immediately displayed to a button in the top right corner.

Clicking on that button will load the next set of records. If there are still more records not displayed, the number of remaining records will be shown and the user can choose to see the next set, or return to the beginning by choosing “reset”.

Like the sidebar treeview, “(Draft)” will appear beside all draft descriptions displayed to authenticated (i.e. logged in) users. Unlike the sidebar treeview, however, an administrator can configure what metadata elements are used for display in each treeview node - for more information, see:

• Full-width treeview settings

To navigate with the full-width treeview, users can do the following:

1. Click on a different description title to see that description. The main archival description view page will reload to display the selected record, which will now be highlighted in the treeview. When using the keyboard to navigate, pressing enter will load the selected record in the view page.
2. Use the scroll bar or the up/down arrow keys to navigate up and down the displayed records.
3. Click on the + “plus” sign beside a description with children to expand or collapse all the children titles. If navigating with the keyboard, the right arrow can be used. Click on the - “minus” sign to collapse the child records again, or use the left arrow key.
4. Click and drag the bottom bar of the treeview viewing area to expand it

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Treeview tab¶

The treeview tab is the default view for the terms treeview. It shows the terms belonging to the current taxonomy (e.g. subjects or places) in hierarchical context, and allows to the user to browse these hierarchies by clicking on different nodes or titles in the treeview.

To navigate using the terms treeview, users can do the following:

1. Click on a different term title to see that term’s description, and any archival descriptions that have been linked to it as an access point. When a new term is clicked, the main term browse view page will reload to display the selected term, which will now be highlighted in the treeview.
2. When a term has children (e.g. narrower terms that are nested beneath it in the taxonomy), a “caret” icon appears next to the term in the treeview. Click on the “caret” beside a term with children to expand or collapse all the children titles.
3. The treeview will only load a certain amount of records at a time. In large taxonomy with many terms, ellipses ( … ) may sometimes appear, indicating that there are more records available. Click on the ellipses to expand more term descriptions not currently in view.

See also the instructions on using the archival description treeview, above for further details - the main actions are the same in both treeviews.

This main view of the treeview is also used when browsing terms in a taxonomy. See below for more information: Results pages.

List tab¶

The list tab allows users to browse all terms in the current taxonomy (e.g. subjects, or places), regardless of where they are positioned hierarchically. In a taxonomy where many terms are nested as narrower terms, it can be difficult to get a sense of all the terms available in the treeview tab or the main taxonomy browse pages. A total count of terms is included at bottom of the page. If there are more than 10 terms, “Next” and “Previous” buttons are included to navigate between pages.

Search tab¶

The search tab in the terms treeview operates the same as the dedicated search for terms included in the terms browse page. Users can click the gear icon to limit the search to the preferred term label (e.g. the authorized form of name), ‘Use for’ labels (e.g. non-preferred, alternate forms of name), or both. The default setting is to search both.

For more information on using the dedicated term search box, see: Search for Terms.