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
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.
Repositories are containers for locations.
3. Add a location to your repository
- Select your repository.
- Select Add Location.
- Give your location a name.
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.
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.
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.
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.
Generate reports to see your preservation assessment summarized!
Looking for an answer that you didn't find? Visit our
help landing page.