Core Tasks
Sign in and check your account
Use the iBase management site to upload, organise, search, select, edit and download digital content. After signing in, the header shows the shopping cart, account menu, Quick Search and the main navigation sidebar.
- Open the iBase management site.
- Choose Log In if the login screen is not already shown.
- Select the sign-in method configured for your organisation.
- After login, check that the header shows Account and your user details.
- Use Account for your account details, address book, requests, purchases, orders, selling and log out.
Understand the workspace
Most work starts from the header Quick Search, the navigation sidebar or a search result page. Result pages show a title and item count, page controls, Search Within, selection controls, Share, a More actions menu, Display Options and item links.
- Quick Search is the main Google-style search across indexed item data.
- Upload includes Upload Files, Upload Consent, Import Data and Create Items.
- Search includes Field Search, Subject Search, Label Search, Location Search, Explore All, Locked Items, Recent Uploads, Your Searches, Selections, Items in Trash and Comment Moderation.
- Search Within can refine the current result set by field, subject, label, location, folder/collection or saved search.
- Selections are working sets created from result lists and item pages.
- Folders and Collections are separate areas for grouping, access and organisation.
Core task guides
Use these focused pages for detailed step-by-step guidance.
- Upload Files: add files to iBase, choose a destination folder and manage upload batches.
- Import Data: import spreadsheet metadata, choose policies, map columns and match existing records.
- Create Items: create placeholder or metadata-first digital item records.
- Search And Results: use Quick Search, run targeted searches, refine results and open item records.
- Selections And Batch Operations: build selected sets and use result-level actions safely.
- Download And Share: download files, share links and check access before delivery.
