AtoM Heratio — Complete User Manual

Product: AtoM Heratio Framework v2.8.2 Date: 16 March 2026 Author: The Archive and Heritage Group (Pty) Ltd Document Type: Complete System User Manual

Executive Summary

AtoM Heratio is a comprehensive modernization of Access to Memory (AtoM) 2.10 — the leading open-source archival management system. It transforms AtoM from a single-purpose archival tool into an enterprise-grade GLAM platform (Galleries, Libraries, Archives, Museums) and Digital Asset Management (DAM) system, adding approximately 300% more functionality through 80 modular plugins — without modifying a single core AtoM file.

What Makes Heratio Different

┌─────────────────────────────────────────────────────────────┐
│                    STANDARD AtoM 2.10                        │
│  • Archival descriptions (ISAD/DACS/RAD/DC)                 │
│  • Authority records, repositories                          │
│  • Basic search and browse                                  │
│  • CSV/EAD import/export                                    │
├─────────────────────────────────────────────────────────────┤
│            + AtoM HERATIO FRAMEWORK v2.8.2                   │
│                                                              │
│  GLAM SECTORS         AI & AUTOMATION      COMPLIANCE        │
│  ├─ Archive           ├─ NER extraction    ├─ POPIA/GDPR     │
│  ├─ Library (ILS)     ├─ Translation       ├─ NARSSA          │
│  ├─ Museum (CCO)      ├─ Summarization     ├─ Audit trail     │
│  ├─ Gallery (VRA)     ├─ Voice commands    ├─ Embargo          │
│  └─ DAM (IPTC)        ├─ Image AI (LLM)   ├─ Security class.  │
│                        └─ Face detection   └─ ICIP/TK Labels  │
│                                                              │
│  DATA MANAGEMENT      PRESERVATION         PUBLIC ACCESS      │
│  ├─ 6-step ingest     ├─ Checksums/fixity  ├─ Research portal  │
│  ├─ Metadata extract  ├─ PREMIS events     ├─ Access requests  │
│  ├─ Custom fields     ├─ Format registry   ├─ Cart/favorites   │
│  ├─ Report builder    ├─ OAIS packages     ├─ Heritage disc.   │
│  └─ Portable export   └─ PRONOM sync       └─ Exhibitions      │
│                                                              │
│  VIEWERS & MEDIA      INTEGRATION          ACCOUNTING         │
│  ├─ IIIF/OSD/Mirador  ├─ REST API          ├─ GRAP 103        │
│  ├─ 3D Model Viewer   ├─ GraphQL           ├─ IPSAS 45        │
│  ├─ Media player       ├─ DOI/DataCite     └─ Spectrum 5.1    │
│  ├─ PDF viewer         ├─ Federation                          │
│  └─ Voice/TTS          └─ RiC/SPARQL                         │
└─────────────────────────────────────────────────────────────┘

Key Numbers

Metric	Value
Plugins	80 (15 locked core + 6 stable GLAM + 59 feature)
CLI commands	71 (framework) + 40+ (plugin tasks)
Services	90+
Settings fields	200+ across 21 sections
Compliance standards	12 (POPIA, GDPR, CCPA, PIPEDA, NDPA, DPA, NARSSA, CDPA, NAZ, NMMZ, GRAP 103, IPSAS 45)
Descriptive standards	5 (ISAD(G), DACS, Dublin Core, MODS, RAD)
GLAM sectors	5 (Archive, Library, Museum, Gallery, DAM)
Languages (voice)	11
WCAG conformance	Level AA

Who Is This For?

Archivists — managing archival collections with full ISAD(G)/DACS/RAD support
Librarians — cataloguing with MARC-inspired fields, ISBN lookup, circulation management
Museum curators — CCO cataloguing, Spectrum 5.1 procedures, Getty AAT integration
Gallery managers — exhibition management, artist tracking, loan management
Digital asset managers — IPTC metadata, watermarks, batch processing
Compliance officers — POPIA/GDPR compliance, audit trails, security classification
Researchers — reading room booking, access requests, workspace management
IT administrators — backup scheduling, API management, system monitoring

Chapter 1: Getting Started

1.1 Logging In

Navigate to your institution's AtoM URL (e.g., https://psis.theahg.co.za)
Click Log in in the top-right corner
Enter your email address and password
Click Log in

The main navigation bar contains:

┌─────────────────────────────────────────────────────────┐
│ [Logo]  Browse ▼  [Search Box]  Add ▼  Manage ▼        │
│         Import ▼  Admin ▼  [User Menu ▼]  [Mic]        │
└─────────────────────────────────────────────────────────┘

Menu	Contents
Browse	Archival descriptions, Authority records, Institutions, Functions, Subjects, Places, Digital objects
Add	New archival description, authority record, accession, institution, term, function
Manage	Accessions, Donors, Rights holders, Physical storage, Jobs
Import	CSV, EAD XML, SKOS, Digital objects
Admin	Plugins, Themes, Settings, AHG Settings, Users, Groups, Menus, Static pages, Visible elements

1.3 Dashboard / Homepage

The homepage displays:

Welcome carousel — featured collections with images
Browse by GLAM type — cards for Archive, Library, Museum, Gallery, DAM
Browse by creator — top creators with item counts
Recent additions — latest records added to the system
Quick search — search box with semantic search toggle

Chapter 2: Browse & Search

2.1 GLAM Browse

Access: Browse > Archival descriptions (or click a GLAM type card)

The browse page shows records in a card layout with filtering:

┌────────────────────┬──────────────────────────────────────┐
│   FILTER SIDEBAR   │         RESULTS AREA                 │
│                    │                                      │
│  GLAM Type         │  [Card] [Grid] [Table] [Full]       │
│  ├─ All            │  Sort: Date | Title | Identifier     │
│  ├─ Archive (150)  │  Per page: 10 | 30 | 50 | 100       │
│  ├─ Museum (45)    │                                      │
│  ├─ Library (30)   │  ┌──────────────────────────────┐    │
│  └─ Gallery (12)   │  │ [Thumb] Title                │    │
│                    │  │         Identifier · Level    │    │
│  Creator           │  │         Description excerpt   │    │
│  ├─ All            │  │         [Archive] [View] [Clip]│   │
│  ├─ Person A (20)  │  └──────────────────────────────┘    │
│  └─ Person B (15)  │                                      │
│                    │  ┌──────────────────────────────┐    │
│  Subject           │  │ [Thumb] Title                │    │
│  Place             │  │         ...                   │    │
│  Genre             │  └──────────────────────────────┘    │
│  Level             │                                      │
│  Media Type        │  [< Prev] Page 1 of 5 [Next >]      │
│  Repository        │                                      │
└────────────────────┴──────────────────────────────────────┘

View modes:

Card — default, shows thumbnail + title + metadata + description excerpt
Grid — compact thumbnails in a grid
Table — spreadsheet-style with sortable columns and resizable headers
Full width — large images with full metadata

Facet filters: Each facet shows the count of matching records. Click to filter; click again to remove. Facets are collapsible (click the header to expand/collapse).

2.2 Advanced Search

Access: Search box > gear icon > "Advanced search"

Fields:

Any field — searches across all text fields
Title — title field only
Identifier / Reference code — identifier fields
Creator — name access points
Subject — subject access points
Place — place access points
Date range — start and end dates
Level of description — dropdown (fonds, series, file, item, etc.)
Repository — dropdown of institutions
Digital object — has/doesn't have digital object
Media type — image, video, audio, text, application
GLAM type — archive, library, museum, gallery, DAM

Operators: AND, OR, NOT between search fields.

2.3 Semantic Search

Access: Search box > gear icon > "Semantic search" or "Expand search with synonyms"

Semantic search expands your query with related terms:

"photographs" also searches "photos", "images", "pictures"
"World War II" also searches "WWII", "Second World War", "1939-1945"

2.4 Discovery Search

Access: Search box > gear icon > "Semantic search" modal

Natural language search using three strategies:

Direct match — exact and fuzzy matching
Expanded match — synonym and thesaurus expansion
Contextual match — related concepts and time periods

Results are grouped by relevance with explanations of why each result matched.

Chapter 3: GLAM Sectors

3.1 Archive (ISAD(G))

Standard archival descriptions following ISAD(G):

Field Group	Fields
Identity	Reference code, Title, Date(s), Level, Extent
Context	Creator, Repository, Archival history, Immediate source
Content	Scope and content, Appraisal, Accruals, System of arrangement
Access	Conditions of access, Conditions of reproduction, Language, Finding aids
Allied Materials	Related units, Publication note
Notes	Archivist's note, Rules/conventions
Control	Description identifier, Institution identifier, Dates of creation

3.2 Library

MARC-inspired cataloguing with integrated library system (ILS) features:

Cataloguing — bibliographic records with MARC-style fields
ISBN Lookup — auto-populate metadata from ISBN
Circulation — loans, returns, renewals, fines, patron management
Cover images — automatic cover image retrieval

3.3 Museum (CCO)

Cataloguing Culturual Objects standard with:

Object identification — object name, classification, materials, techniques
Getty AAT — linked vocabulary for materials, techniques, styles
Condition assessment — with photo documentation
Spectrum 5.1 — UK Collections Trust procedures

3.4 Gallery

Exhibition and artwork management:

Artist tracking — biographical data, exhibitions, provenance
Exhibition management — planning, layout, loans, installation
VRA Core — Visual Resources Association metadata

3.5 Digital Asset Management (DAM)

Photo and media management:

IPTC metadata — automatic extraction and mapping
Watermarking — configurable watermarks on downloads
Batch processing — bulk metadata operations

Chapter 4: Record Management

4.1 Creating a Record

Access: Add > Archival description

Select the descriptive standard (ISAD, DACS, DC, MODS, RAD)
Fill in required fields (title is always required)
Add access points (subjects, places, names, genres)
Attach digital objects (upload or link)
Set publication status (draft or published)
Click Save

4.2 Editing a Record

Navigate to the record
Click Edit in the action bar
Modify fields using the accordion sections
Click Save or Cancel

4.3 Digital Objects

Upload digital objects to records:

Images — JPEG, PNG, TIFF, GIF, WebP (auto-generates thumbnails + reference copies)
Documents — PDF (rendered via IIIF viewer, OCR available)
Video — MP4, OGV, WebM (HTML5 player with transcription)
Audio — MP3, WAV, OGG (HTML5 player with waveform)
3D Models — GLB, GLTF (Google Model Viewer with AR support)

4.4 Custom Fields

Access: Admin > Custom Fields

Administrators can define custom metadata fields per entity type without code changes:

Field types: text, textarea, date, number, boolean, dropdown, url
Entity types: information object, actor, accession, repository, donor, function
Features: repeatable fields, field grouping, validation rules, searchable flag

Chapter 5: Entity Management

5.1 Actors (Authority Records)

Access: Browse > Authority records, or Manage > Authority records

ISAAR(CPF) compliant authority records for persons, corporate bodies, and families.

5.2 Donors

Access: Manage > Donors

Track donors with contact information, donation history, and agreements.

5.3 Accessions

Access: Manage > Accessions

Track incoming transfers with configurable numbering, priority, and intake workflows.

5.4 Repositories

Access: Browse > Archival institutions

ISDIAH compliant repository descriptions.

5.5 Physical Storage

Access: Manage > Physical storage

Track physical locations (buildings, rooms, shelves, containers) and link to records.

5.6 Terms & Taxonomies

Access: Browse > Subjects, Browse > Places, or Admin > Taxonomies

Manage controlled vocabularies and hierarchical term lists.

Chapter 6: Digital Object Viewers

6.1 IIIF Viewer (Images & PDFs)

High-resolution image viewing via OpenSeadragon or Mirador:

Zoom — scroll wheel or +/- buttons
Pan — click and drag
Rotate — rotation controls (if enabled)
Full screen — expand to full screen
Navigator — mini-map for orientation
OCR overlay — text overlay on scanned documents

6.2 3D Model Viewer

Google Model Viewer for GLB/GLTF files:

Rotate — click and drag to orbit
Zoom — scroll wheel
AR — "View in AR" on supported devices
Hotspots — clickable annotation points
Auto-rotate — optional continuous rotation

6.3 Media Player

HTML5 audio/video player:

Controls — play, pause, seek, volume, playback speed
Transcription — synchronized subtitles/captions (VTT/SRT)
Waveform — visual audio waveform display

6.4 PDF Viewer

Embedded PDF rendering via IIIF:

Page navigation — scroll or page number input
Zoom — configurable zoom levels
Text search — search within the PDF (if OCR'd)
Download — download original PDF

Chapter 7: AI & Automation

7.1 Named Entity Recognition (NER)

Access: AI icon on record view pages, or CLI: php symfony ai:ner-extract

Extracts persons, organizations, places, and dates from description text.

7.2 Translation

Access: Translate button on record view, or CLI: php symfony ai:translate

Offline machine translation via Argos Translate. Supported languages: English, Afrikaans, Zulu, Xhosa, Sesotho, French, Portuguese, Spanish, German, Dutch.

7.3 Summarization

Access: Summarize button on record view, or CLI: php symfony ai:summarize

AI-powered text summarization for scope and content fields.

7.4 Spellcheck

Access: Spellcheck button on record view, or CLI: php symfony ai:spellcheck

Spelling and grammar checking via aspell.

7.5 AI Description Suggestions

Access: AI Suggest on record view, or CLI: php symfony ai:suggest-description

LLM-powered description generation using configurable prompt templates. Supports local (Ollama) and cloud (Anthropic Claude) providers.

7.6 Voice Commands

Access: Click the microphone button in the navbar or floating button

100+ voice commands in 11 languages:

Category	Examples
Navigation	"go home", "browse", "search for photographs"
Reading	"read title", "read description", "read metadata"
AI Describe	"describe image", "save to description", "save to alt text"
Media	"read PDF", "read document"
Dictation	"start dictating", "stop dictating", punctuation commands
Control	"disable voice", "enable voice", "help"

Right-click the mic button to type a command instead of speaking.

7.7 Face Detection

Access: Settings > AHG Settings > Faces

Experimental face detection and matching to authority records. Backends: OpenCV (local), AWS Rekognition, Azure Face API.

Chapter 8: Import & Export

8.1 Data Ingest (6-Step Wizard)

Access: Import > Data Ingest

┌──────────┐    ┌──────────┐    ┌──────────┐
│  1.      │    │  2.      │    │  3.      │
│Configure │───>│ Upload   │───>│ Map &    │
│          │    │          │    │ Enrich   │
└──────────┘    └──────────┘    └──────────┘
                                     │
┌──────────┐    ┌──────────┐    ┌──────────┐
│  6.      │    │  5.      │    │  4.      │
│ Commit   │<───│ Preview  │<───│ Validate │
│          │    │          │    │          │
└──────────┘    └──────────┘    └──────────┘

Step 1 — Configure: Select sector, standard, repository, parent, output packages, AI options Step 2 — Upload: CSV, ZIP, EAD, or server directory path Step 3 — Map & Enrich: Column mapping, auto-map, saved profiles, metadata extraction Step 4 — Validate: Required fields, dates, hierarchy, duplicates, checksums Step 5 — Preview: Hierarchical tree, approve/exclude records Step 6 — Commit: Background job execution, progress polling, completion report

8.2 CSV Import/Export

Import: Import > CSV (various templates for descriptions, authorities, accessions) Export: Browse results > CSV button, or CLI: php bin/atom csv:export

8.3 Portable Export

Access: Clipboard > Portable Catalogue, or record view > Export > Portable Viewer

Creates standalone HTML catalogue for CD/USB/ZIP distribution — works offline without a server.

8.4 Metadata Export

Access: CLI: php symfony metadata:export

Export metadata in GLAM-specific formats.

8.5 Label Printing

Access: Record view > Print Label

Generate labels with customizable templates including barcodes.

Chapter 9: Compliance & Rights

9.1 Privacy (POPIA/GDPR)

Access: Admin > Privacy Management

Multi-jurisdiction privacy compliance:

Jurisdiction	Legislation
South Africa	POPIA + PAIA
EU	GDPR
UK	UK GDPR
USA (California)	CCPA
Canada	PIPEDA
Nigeria	NDPA
Kenya	DPA

Features: consent management, data subject requests, PII scanning, retention policies, breach notification.

9.2 Security Classification

Access: Record view > Security tab

Bell-LaPadula mandatory access control:

Classification levels — Unclassified, Restricted, Confidential, Secret, Top Secret
User clearance — assigned per user, controls access to classified records
Embargo — time-based access restrictions

9.3 Audit Trail

Automatic logging of all create, update, delete operations across the system.

Access: Admin > Audit Trail

9.4 Extended Rights

RightsStatements.org integration, Traditional Knowledge (TK) Labels, embargo management.

Chapter 10: Heritage Accounting

10.1 GRAP 103 / Heritage Asset Accounting

South African public sector heritage asset valuation and reporting.

10.2 IPSAS 45

International Public Sector Accounting Standards for heritage assets.

10.3 Spectrum 5.1

UK Collections Trust museum procedures — acquisition, loans, location/movement, condition checking.

Chapter 11: Research & Public Access

11.1 Research Portal

Access: Research menu

Reading room booking, researcher registration, workspace management, custody chain tracking.

11.2 Access Requests

Access: Manage > Access Requests

Manage researcher access requests with triage, correspondence, and fulfilment workflows.

11.3 Cart

Access: Cart icon in navbar

Shopping cart for reproduction requests.

11.4 Favorites

Access: Heart icon on records

Bookmark records for later reference.

Chapter 12: Collection Management

12.1 Condition Assessment

Spectrum-compliant condition recording with photo documentation and scoring.

12.2 Provenance

Chain of custody tracking for archival and museum objects.

12.3 Donor Agreements

South African compliant donor/institution agreement management.

12.4 Loans

Shared loan management for GLAM institutions with status tracking.

Chapter 13: Exhibitions & Public Engagement

13.1 Exhibition Management

Plan and manage exhibitions:

Exhibition records — dates, venues, themes, curators
Storylines — narrative flow with stops and media
Object selection — link exhibition to collection objects
Loans — manage incoming/outgoing exhibition loans

13.2 Landing Page Builder

Access: Admin > Landing Page

Drag-and-drop visual landing page with configurable blocks:

Hero carousel, collection highlights, statistics, featured records
Browse by type/creator/subject cards

13.3 Heritage Discovery

Public heritage discovery platform with contributor system.

Chapter 14: Integration

14.1 REST API

Access: Admin > API Settings

RESTful API for external integrations with authentication and rate limiting.

14.2 GraphQL

Access: /graphql endpoint

GraphQL API with security safeguards for complex queries.

14.3 DOI Management

DataCite integration for minting Digital Object Identifiers.

14.4 Records in Contexts (RiC)

SPARQL/Fuseki triplestore integration for linked data.

Chapter 15: Administration

15.1 AHG Settings

Access: Admin > AHG Settings

Centralized settings management with 21 sections and 200+ configurable options.

General — Theme Configuration

Setting	Type	Default	Description
Enable AHG Theme	Toggle	On	Use AHG theme customizations
Custom Logo	Text	(empty)	Path to custom logo image
Primary Color	Color	#1a5f7a	Primary theme color
Secondary Color	Color	#57837b	Secondary theme color
Card Header Background	Color	#1a5f2a	Card header background
Card Header Text	Color	#ffffff	Card header text color
Button Background	Color	#1a5f2a	Button background color
Button Text	Color	#ffffff	Button text color
Link Color	Color	#1a5f2a	Hyperlink color
Sidebar Background	Color	#f8f9fa	Sidebar background
Sidebar Text	Color	#333333	Sidebar text color
Footer Text	Text	(empty)	Custom footer text
Show Branding	Toggle	On	Display AHG branding
Custom CSS	Textarea	(empty)	Custom CSS styles

Spectrum — Collections Management

Setting	Type	Default	Description
Enable Spectrum	Toggle	On	Enable Spectrum procedures
Default Currency	Select	ZAR	ZAR, USD, EUR, GBP
Valuation Reminder	Days	365	Re-valuation reminder period
Default Loan Period	Days	90	Default loan duration
Condition Check Interval	Days	180	Recommended check interval
Auto-create Movements	Toggle	On	Auto-create on location change
Require Photos	Toggle	Off	Require photos for condition reports
Email Notifications	Toggle	On	Task assignment notifications

Media — Media Player

Setting	Type	Default	Description
Player Type	Select	enhanced	basic or enhanced
Auto-play	Toggle	Off	Auto-play on load
Show Controls	Toggle	On	Display controls
Loop Playback	Toggle	Off	Loop media
Default Volume	Slider	0.8	Volume level (0-1.0)
Show Download	Toggle	Off	Download button

Photos — Photo Upload

Setting	Type	Default	Description
Upload Path	Text	(auto)	Storage path
Max Upload Size	Select	10 MB	5/10/20/50 MB
Create Thumbnails	Toggle	On	Auto-generate thumbnails
Thumbnail Small	Pixels	150	Small size
Thumbnail Medium	Pixels	300	Medium size
Thumbnail Large	Pixels	600	Large size
JPEG Quality	Slider	85	Compression quality
Extract EXIF	Toggle	On	Read camera data
Auto-rotate	Toggle	On	EXIF orientation

Data Protection — Compliance

Setting	Type	Default	Description
Enable Module	Toggle	On	Enable data protection
Default Regulation	Select	POPIA	POPIA/GDPR/PAIA/CCPA
Notify Overdue	Toggle	On	Email for overdue requests
Notification Email	Email	(empty)	Notification recipient
POPIA Request Fee	ZAR	50	Standard fee
Special Category Fee	ZAR	140	Special category fee
Response Days	Days	30	Response deadline

IIIF — Image Viewer

Setting	Type	Default	Description
Enable IIIF	Toggle	On	Enable IIIF viewer
Viewer Library	Select	OpenSeadragon	OSD/Mirador/Leaflet
IIIF Server URL	URL	(empty)	External server (blank=built-in)
Show Navigator	Toggle	On	Mini-map
Enable Rotation	Toggle	On	Allow rotation
Max Zoom Level	Number	10	Zoom limit (1-20)

Jobs — Background Processing

Setting	Type	Default	Description
Enable Jobs	Toggle	On	Enable background jobs
Max Concurrent	Number	2	Parallel jobs (1-10)
Timeout	Seconds	3600	Job timeout
Retry Attempts	Number	3	Retry count (0-10)
Cleanup After	Days	30	Delete completed jobs
Notify on Failure	Toggle	On	Email on failure
Notification Email	Email	(empty)	Failure alert email

Fuseki — RiC Triplestore

Setting	Type	Default	Description
SPARQL Endpoint	URL	http://localhost:3030/ric	Fuseki endpoint
Username	Text	admin	Fuseki user
Password	Password	(hidden)	Fuseki password
Enable Auto Sync	Toggle	On	Master sync switch
Use Async Queue	Toggle	On	Queue for background
Sync on Save	Toggle	On	Sync on record save
Sync on Delete	Toggle	On	Remove on delete
Cascade Delete	Toggle	On	Remove references
Batch Size	Number	100	Records per batch
Integrity Schedule	Select	weekly	daily/weekly/monthly/disabled
Orphan Retention	Days	30	Orphan cleanup period

Metadata — Extraction Configuration

Setting	Type	Default	Description
Extract on Upload	Toggle	On	Auto-extract metadata
Auto-Populate	Toggle	On	Populate fields
Images / PDF / Office / Video / Audio	Toggles	All On	File types to process
Field Mapping (per sector)	Selects	(varies)	Map extracted fields to AtoM fields

Field mapping is configurable per GLAM sector (ISAD, Museum, DAM) for: Title, Creator, Keywords, Description, Date, Copyright, Technical Data, GPS.

Faces — Face Detection

Setting	Type	Default	Description
Enable	Toggle	Off	Experimental feature
Backend	Select	local	local (OpenCV), aws, azure

Ingest — Data Ingest Defaults

Setting	Type	Default	Description
AI Processing	8 Toggles	(varies)	Virus scan, OCR, NER, Summarize, Spellcheck, Format ID, Face detect, Translate
Translation Languages	Selects	en → af	From/to language
Spellcheck Language	Select	en_ZA	Dictionary
Output Defaults	6 Toggles	(varies)	Records, SIP, AIP, DIP, thumbnails, references
Output Paths	3 Text	(empty)	SIP/AIP/DIP output directories
Default Sector	Select	archive	Default GLAM sector
Default Standard	Select	ISAD(G)	Default descriptive standard

Portable Export

Setting	Type	Default	Description
Enable	Toggle	On	Allow portable exports
Retention	Days	30	Auto-delete after
Include: Objects/Thumbnails/References/Masters	4 Toggles	(varies)	Content inclusion
Default Mode	Select	read_only	read_only or editable
Default Language	Select	en	Export language
Max Size	MB	2048	Size limit
Show on Description Pages	Toggle	On	Export button visibility
Show on Clipboard	Toggle	On	Clipboard export option

Encryption

Setting	Type	Default	Description
Enable Encryption	Toggle	Off	Master toggle
Encrypt Derivatives	Toggle	On	Also encrypt thumbnails
Field Categories	5 Toggles	All Off	Contact details, Financial, Donor info, Personal notes, Access restrictions

Requires encryption key at /etc/atom/encryption.key. Algorithm: XChaCha20-Poly1305 or AES-256-GCM.

Voice & AI

Setting	Type	Default	Description
Enable Voice	Toggle	On	Voice command system
Language	Select	en-US	11 languages available
Confidence	Slider	0.4	Recognition threshold
Speech Rate	Slider	1.0	TTS playback speed
Continuous Listen	Toggle	Off	Stay on after each command
Floating Button	Toggle	On	Show mic button
Hover Read	Toggle	On	TTS on mouse hover
Hover Delay	Slider	400ms	Delay before reading
LLM Provider	Select	hybrid	local/cloud/hybrid
Daily Cloud Limit	Number	50	Cloud API call limit
Local LLM URL	URL	http://localhost:11434	Ollama endpoint
Local LLM Model	Text	llava:7b	Vision model
Timeout	Seconds	30	LLM request timeout
Cloud API Key	Password	(hidden)	Anthropic API key
Cloud Model	Text	claude-sonnet-4-20250514	Cloud model ID
Audit AI Calls	Toggle	On	Log to audit trail

Integrity — Verification

Setting	Type	Default	Description
Enable	Toggle	On	Master switch
Auto Baselines	Toggle	On	Auto-generate if none exist
Algorithm	Select	sha256	sha256 or sha512
Batch Size	Number	200	Objects per run
IO Throttle	ms	10	Pause between objects
Max Runtime	Minutes	120	Maximum run time
Max Memory	MB	512	Memory limit
Dead Letter Threshold	Number	3	Failures before escalation
Notify on Failure	Toggle	On	Run failure alerts
Notify on Mismatch	Toggle	On	Hash mismatch alerts
Alert Email	Email	(empty)	Notification recipient
Webhook URL	URL	(empty)	Slack/Teams/PagerDuty

Accession — Intake Settings

Setting	Type	Default	Description
Numbering Mask	Text	ACC-{YYYY}-{####}	Auto-number pattern
Default Priority	Select	normal	low/normal/high/urgent
Auto-Assign	Toggle	Off	Assign to creating archivist
Require Donor Agreement	Toggle	Off	Agreement before finalization
Require Appraisal	Toggle	Off	Appraisal before finalization
Allow Container Barcodes	Toggle	Off	Barcode scanning
Rights Inheritance	Toggle	Off	Inherit from donor agreement

Authority — Authority Records

Setting	Type	Default	Description
External Sources	5 Toggles	All Off	Wikidata, VIAF, Getty ULAN, LCNAF, ISNI
Auto-Verify Wikidata	Toggle	Off	Auto-mark as verified
Auto-Recalculate Completeness	Toggle	On	Completeness scores
Hide Stubs from Public	Toggle	On	Hide incomplete records
NER Auto-Create Stubs	Toggle	Off	Auto-create from NER
NER Confidence Threshold	Number	0.85	Minimum confidence
Require Approval for Merge	Toggle	Off	Workflow approval
Dedup Threshold	Number	0.80	Similarity score
Function Linking	Toggle	On	ISDF actor-function links

Security — Access Control

Setting	Type	Default	Description
Password Expiry	Days	90	Expiration period (0=disabled)
Password History	Number	5	Previous passwords remembered
Expiry Warning	Days	14	Warning before expiry
Show Expiry Notification	Toggle	On	Login notification
Force Password Change	Toggle	Off	Redirect when expired
Enable Lockout	Toggle	On	Account lockout
Max Failed Attempts	Number	5	Attempts before lockout
Lockout Duration	Minutes	15	Lockout period
Session Timeout	Minutes	30	Idle session timeout
Login Attempt Retention	Hours	24	Log retention

Library — Circulation

Setting	Type	Default	Description
Loan Rules	Table	(per material/patron type)	Loan days, renewals, fines, grace period
Default Loan Period	Days	14	Default loan duration
Default Max Renewals	Number	2	Default renewal count
Currency	Text	ZAR	Currency code
Auto Fine	Toggle	(varies)	Generate fines automatically

FTP — File Transfer

Setting	Type	Default	Description
Protocol	Select	SFTP	SFTP or FTP
Host	Text	(empty)	Server hostname
Port	Number	22	Port number
Username	Text	(empty)	FTP user
Password	Password	(hidden)	FTP password
Remote Path	Text	/uploads	Remote base path
Server Disk Path	Text	(empty)	Filesystem path
Passive Mode	Toggle	On	FTP passive mode

15.2 Backup & Restore

Access: Admin > Backup & Restore

See separate Backup Strategy documentation for full details on:

Full, incremental, and scheduled backups
Restore from list or upload
Email notifications
Retention policies
CLI: php symfony backup:run-scheduled

15.3 Reports & Statistics

Access: Admin > Reports, Admin > Statistics

Reports Dashboard — pre-built reports on collections, access, compliance
Report Builder — enterprise report builder with rich text, templates, SQL queries, Word/PDF/XLSX export
Statistics — usage tracking and trends

15.4 Workflow

Access: Admin > Workflow

Configurable approval workflows with task assignment, deadlines, and escalation.

15.5 Queue Management

Access: Admin > Queue

Background job queue with:

Job status monitoring
Failed job retry
Rate limiting
Per-queue workers via systemd

15.6 User Management

Access: Admin > Users & Groups

User accounts, roles, groups, and ACL permissions.

Chapter 16: Accessibility

16.1 WCAG 2.1 Level AA

All pages include:

ARIA landmarks and live regions
Keyboard navigation with visible focus
Screen reader support
Colour contrast AA compliance
Reduced motion support
High contrast mode support

16.2 Voice Commands

See Chapter 7.6 for full voice command documentation.

16.3 Accessibility Statement

A built-in accessibility statement is linked from the site footer.

Chapter 17: Digital Preservation

17.1 Fixity & Checksums

Verify file integrity with SHA-256/SHA-512 checksums and scheduled fixity checks.

17.2 PREMIS Events

Record preservation events (creation, migration, validation, fixity check).

17.3 Format Registry

PRONOM format identification via Siegfried. Automatic format risk assessment.

17.4 OAIS Packages

Generate Submission (SIP), Archival (AIP), and Dissemination (DIP) Information Packages via the ingest wizard.

Appendix A: Keyboard Shortcuts

Shortcut	Action
Ctrl+Shift+V	Toggle voice commands
Ctrl+Shift+H	Open voice help
Tab	Navigate to next interactive element
Shift+Tab	Navigate to previous element
Escape	Close modal/dropdown
Enter	Activate focused element

Appendix B: CLI Quick Reference

# Extension management
php bin/atom extension:discover
php bin/atom extension:enable <name>
php bin/atom extension:disable <name>

# Search
php symfony search:populate

# Backup
php symfony backup:run-scheduled
php symfony backup:run-scheduled --dry-run

# AI
php symfony ai:ner-extract --slug=<slug>
php symfony ai:translate --from=en --to=af
php symfony ai:summarize --slug=<slug>
php symfony ai:suggest-description --slug=<slug>

# Ingest
php symfony ingest:commit --job-id=<id>

# Preservation
php symfony preservation:fixity
php symfony preservation:identify
php symfony preservation:pronom-sync

# Cache
php symfony cc

Document generated 16 March 2026 by The Archive and Heritage Group (Pty) Ltd. AtoM Heratio Framework v2.8.2 — 80 plugins, 200+ settings, WCAG 2.1 AA compliant.

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