Getting Started

Want to jump right in? Use this guide.

If you find that you need more comprehensive support, visit our user manual.

Here are the basic steps to get you going:

1. Assess your institution

Begin at the Dashboard
Select your institution
Select Assess Institution
Complete the form

gif of institution assessment — This is a critical step to ensure your final score is accurate.

2. Create a new repository

Select Add Repository.
Give your repository a name.

gif of new repository action — Repositories are containers for locations.

3. Add a location to your repository

Select your repository.
Select Add Location.
Give your location a name.

gif of new location action — Click 'Add Location' to create a new location for your resources.

4. Assess the location you just created

Select your location.
Select Assess Location.
Complete the form.

gif of new repository action — This way, as you add resources, the scores you see will be accurate.
(Plus, you won't have to do it later).

5. Add your first resource

Select your location.
Select Add Resource to Assess.
Complete the form.
Optional information is… optional.

gif of new resource action — Add your resource, assess, repeat.
(Pro tip: Use the clone button to duplicate similar resources.)

6. Assess the resource you just created

Select your resource.
Select Assess.
Complete the form.

gif of assess resource action — It's easier if you assess resources as you go. Trust us.

7. Generate an institutional report

Navigate to your Dashboard.
Select the Assessment Report menu item.
Select Assessment Report.

gif of new repository action — Generate reports to see your preservation assessment summarized!

Looking for an answer that you didn't find? Visit our help landing page.