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Module 7: Bulk action to create new identities

Party records and Trove. Module 7: Bulk action to create new identities. Module 7: Bulk action to create new identities. Module 7 description. This module shows how to select multiple unmatched party records and create new identity records from them.

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Module 7: Bulk action to create new identities

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  1. Party records and Trove Module 7: Bulk action to create new identities

  2. Module 7: Bulk action to create new identities Module 7 description This module shows how to select multiple unmatched party records and create new identity records from them. This feature should be used with caution and only when you are certain there are no possible matches between the unmatched records and identity records. Each new identity record will have a new NLA identifier minted. Pre-requisites Module 1-A: Process for contributing party records to Trove and how to obtain an ISIL code and Module 1-B: Register with Trove and access TIM

  3. Module 7: Bulk action to create new identities Module 7 outline This module is a step-by-step guide to using the bulk action feature in TIM to select multiple unmatched records and create new identity records from them.

  4. Module 7: Bulk action to create new identities To bulk action the creation of new identity records from unmatched records: 1. Open the unmatched records you wish to bulk action under the Unmatched records tab on the left hand side of the screen. 2. Click in the small white square box beside the name entry in each record to select the records. You can click in this box again to de-select a record 3. Click the orange Create new Identities button towards the top of the green unmatched records tab.

  5. Module 7: Bulk action to create new identities 4. The system will display a Create Identities message asking you to confirm or cancel the creation of identities for the number of unmatched records you ticked. There is an option to add a note. Information in the notes field will only be visible in TIM and not in Trove. 5. Click Create Identities.

  6. Module 7: Bulk action to create new identities 6. The system will create a new identity for each of the records you have selected. These records will be displayed under the purple Trove identities tab on the right hand side of the screen. The new records will have disappeared from under the green Unmatched records tab.

  7. Module 7: Bulk action to create new identities Module 7 summary Module 7 showed how to select multiple unmatched records and create new identity records from them. Each new identity is assigned a new NLA party identifier. Further information from ANDS Trove and TIM and the ARDC Party Infrastructure. URLs TIM: https://www.nla.gov.au/tim/app Trove: http://trove.nla.gov.au/people Acknowledgment This module is based on the NLA'sTrove Identities Manager Guide to managing records in the party infrastructure

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