Core Tasks
What Create Items is for
Use Create Items to create new digital item records without uploading files at the same time. This is useful for placeholder records, planned content, metadata-first workflows or records that will be matched to files later.
Look For In Sprint
- Quantity sets how many placeholder records will be created.
- Workflow controls the initial item state.
- Add to folder sets the destination before you choose Create.
When to use Create Items
- Create planned records before files are ready.
- Create placeholder records for cataloguing or review.
- 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 the correct Workflow state, such as active, incomplete or restricted, according to local practice.
- Choose a destination using Add to folder.
- Review the quantity, workflow 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 workflow state and folder location.
- Add item details, descriptions, labels, subjects and other metadata as required.
- Attach or link files later if that is part of the local workflow.
