Core Tasks
When to Create Item Records
Use Create Items to create new digital item records without uploading files at the same time. This is useful for planned content, metadata-first workflows or records that will be matched to files later.
Where to Find It
- Quantity sets how many records will be created.
- Add to folder sets the destination before you choose Create.
When to Create Records
- Create planned records before files are ready.
- Create records for cataloguing or review before the final file is available.
- Prepare records that will later be enriched with metadata, labels, subjects or files.
- Avoid using it when a normal file upload would create the item record automatically.
Note: creating many records at once can produce a large amount of follow-up metadata work. Confirm the quantity before creating records.
Create New Digital Items
- Open the navigation menu and choose Create Items.
- Enter the required Quantity.
- Choose a destination using Add to folder.
- Review the quantity and folder.
- Choose Create.
After Creating Records
- Open the destination folder or resulting item list.
- Check that the correct number of records was created.
- Open a sample record and confirm its folder location and expected item details.
- Add item details, descriptions, labels, subjects and other metadata as required.
- Attach or link files later if that is part of the local workflow.
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