Creating a Person Profile

Person Profiles in CatalogIt enables you to record and manage information about individuals connected to your collection, such as artists, makers, donors, subjects, or historical figures. Creating detailed and consistent Person Profiles helps improve organization, search efficiency, and the overall context of your records.

When to Use a Person Profile

You should create a Person Profile whenever an individual is associated with an Entry or other record, including:

• Creator or artist
• Donor or seller
• Subject of a photograph or document
• Collector or previous owner
• Historical figure connected to the object

Using Person Profiles ensures that you only need to enter information about an individual once; you can then link that profile across multiple records.

Creating a Person Profile

To create a new Person Profile:

1. From the Main Menu, select Profiles.
2. Choose Person from the list of profile types.
3. Click the “+” (Add New) button.
4. Enter the individual’s information. Common fields include:
   1. Full Name 
   2. Birth and Death Dates
   3. Roles (e.g., Artist, Donor, Photographer)
   4. Nationality or Ethnicity
   5. Biographical Information
5. Click Save.

Once saved, the Person Profile can be linked to object records, acquisitions, loans, and even to other Profiles.

You can also create a Person Profile from within an Entry or other record by clicking the “+” in the relevant field (Subject Person, Artist, Author, etc).

Video Resource - Creating a Person Profile

Changing a Person Profile to an Organization Profile

You may find that an Organization Profile was incorrectly created as a Person or vice versa. It is easy to fix that! Here's how:

• Click on your Main Menu and navigate to Profiles.
• Search for "Person or Organization" (this is the parent Profile of the Person and Organization Profiles).
• From within “Person or Organization”, you can search for any Person or Organization Profile — search for the Profile you'd like to change.
• Select the Profile and click the Edit pencil.
• At the top of the Edit page you'll see a drop-down menu — click on it and you'll see that you can change the type.
• Be sure to click "Save" in the upper-right corner when you are done.

Video Resource - Changing a Person Profile to an Organization Profile (and Vice Versa!) (No Sound)