Trove and TIM and the ARDC Party Infrastructure 1 Module 8: Move a party record from one identity to another identity

Module 8 description 2 You may need to move a record from one identity container record to match it with another identity container record. This process will: create a new identity from the split record create a new identity from the record(s) remaining in the old identity notate the old identity and make it unavailable for viewing via Trove. 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 Module 8: Move a party record from one identity to another identity

Module 8 outline 3 This module is a step-by-step guide to moving a party record from one identity container record to another identity container record in Trove. Module 8: Move a party record from one identity to another identity

To split a record from an identity container record: 4 1. Search for the identity record you wish to split and display it under the purple Trove identities tab. Search for the identity record you wish to match the split record with and bring it up under the green Trove identities tab. You may also bring both records up on each side of the screen as per the screenshot. Module 8: Move a party record from one identity to another identity

5 2. From the green Trove identities tab, click on the record (not the identity) you wish to split from the identity. 3. Drag the record and place it on top of the identity container record you wish to match it to and let go of your mouse (purple column). The system will display a pop-up message asking you to confirm “move record”. Add an optional note. Notes will appear in the audit trail of the identity record and not appear in Trove. 4. Click “move record”. Module 8: Move a party record from one identity to another identity

6 5. The system will: Co-locate the moved record within the identity record you moved it to. This record will be assigned the NLA party ID of the identity container record. Add a notation to the identity record the moved record was split from, referring to the new identity record (result opposite). Module 8: Move a party record from one identity to another identity

Module 8 summary 7 Module 8 showed how to move a party record from one identity container record to another identity container record. Further information from ANDS Trove and TIM and the ARDC Party InfrastructureTrove and TIM and the ARDC Party Infrastructure. URLs TIM: Trove: Acknowledgment This module is based on the NLA's Trove Identities Manager Guide to managing records in the party infrastructureTrove Identities Manager Guide to managing records in the party infrastructure Module 8: Move a party record from one identity to another identity