Relations

The Relations Accordion allows you to connect related items with each other, whether they are in Objects, Photos, Archives, or Library. From one record, you can easily see and access the other associated catalog records. There is also a memo field to describe the relationship between the items as well as a field for recording any related publications.   

Relationships among catalog records are reciprocal and consequential.  This means if Record A is related to Record B, and Record B is related to Record C, then Record A will also be related to Record C. Any related records on Record B will also be listed as related records on Record A when you relate Record B to Record A.

Add Related Item

1. Click "Edit"  in the Edit Bar on the catalog record
2. Click the Relations Accordion bar to expand it
3. Click the "Add Relation" button
4. Browse or search to locate the record(s) you wish to relate
   • The Search function will search the Object ID and Object Name fields.
5. Use the check box to the left of each record to select the desired record(s)
6. Click "Select" on the pop-up window
7. Click "Save" in the Edit Bar at the top of the screen

The related catalog records will now appear in the Related Items grid.  Click the hyperlink of the Object ID to view that record.

Remove Related Item

1. Click "Edit"  in the Edit Bar on the catalog record
2. Click the Relations Accordion bar to expand it
3. Hover over the Related Item that you want to remove
4. Click the Trash Can icon on the right end of the row
5. Click "Yes" to confirm
6. Click "Save" in the Edit Bar at the top of the screen