Party Types

Each Party in the Parties module is assigned a Party Type.

The Party Type field is a tab switchingClosedDynamic adjustment of the tabs displayed in a module based on a user's choices (e.g. different sets of tabs display when "Person" or "Organisation" are selected from the Party Type drop list in the Parties module). field, which means that the fields and tabs that display in the Parties module will vary depending on which Party Type is selected.

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Common Party Types include:

A Person Party Type is used to record details about an individual person with a connection to your institution .

A person assigned a Person Party Type can also be associated with an organisation but it is this individual who has the connection with the institution rather than their role or position within an organisation. In this case you create a Person Party Type and record details about their organisation on the Organisation tab. (See also Position parties.)

If the relationship with the Organisation were the primary relationship, you would create an Organisation Party Type.

The main tabs you would use to record details for a Person Party Type are:

Tab

Description

Person

The person's name, gender and language.

Organisation

Details about the organisation to which the person belongs, including their position within the structure of the organisation.

Address

The person's (or their organisation's) postal and physical address.

Roles

Roles that the person plays and any areas of speciality.

Associations

People, groups, organisations associated with the person.

Biography

Biographical details about the person, e.g. date of birth, period of activity, and heritage.

Synonymy

Links to other Parties records that are synonymous with the person.

A Position / Staff Party Type is used to record a specific position within an organisation or department rather than a specific individual.

Note: It is preferable to check out object loans to a Position rather than to a Person.

The main tabs you would use to record details for a Position / Staff Party Type are:

Tab

Description

Person

The name, gender and language of the individual currently holding the position.

Organisation

Details about the organisation in which the position operates.

Address

The organisation's postal and physical address.

Synonymy

Links to other Parties records that are synonymous with the position.

An Organisation Party Type is used to record details of an organisation rather than an individual.

The main tabs you would use to record details for an Organisation Party Type are:

Tab

Description

Organisation

The organisation's name(s) and structure.

Address

The organisation's postal and physical address.

Roles

Roles that the organisation plays and areas of specialty.

Associations

People, groups, organisations associated with the organisation.

History

Historical details about the organisation, including period of activity.

Synonymy

Links to other Parties records that are synonymous with the organisation.

A Collaboration Party Type is used to group two or more Parties that work together with a common purpose or task.

Note: Before a Collaboration record can be created, all members must first have individual Parties records in the Parties module.

The advantage of using a Collaboration Parties record is evident when a group of Parties regularly collaborate. If it is often necessary to link to each of the Parties records, create a single Collaboration Parties record and link to that rather than to the individual Parties records.

The main tab you would use to record details for a Collaboration Party Type is:

Tab

Description

Collaboration

Names of people and / or organisations who have worked together and their respective roles in the collaboration.

The advantage of using a Collaboration Parties record is evident when a group of Parties regularly collaborate. If it is often necessary to link to each of the Parties records, create a single Collaboration Parties record and link to that rather than linking to the individual Parties records.

  1. Create a Parties record of type Person for each person that is to become part of the collaboration.
  2. Add a new record in the Parties module and select the Collaboration Party type.
  3. Attach the Person Parties records for each collaborator to the Collaborator: (Collaboration) field.

    Select the next row (with asterisk) to attach another Parties record.

  4. If required, type a role in the Role: (Collaboration) field, indicating the role played by that person in the collaboration.
  5. Save the record.

Other Party Types include:

  • Celebrant
  • Clergy
  • Staff

Note: Institutions can define other Party Types that meet their requirements.