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Information elementUsageGuidelinesCAAIS element
TitleMandatory

Required

Supply an accession title that consists of the creator’s name(s) and the type of material.
The accession title may be an interim title and may be subject to revision during
processing.
1.4 Accession title
IdentifierMandatory

Required

Assign a unique accession identifier using a standardized system for generating
numeric or alphanumeric codes.
1.2 Accession identifier
Accession dateMandatory

Required

Record the date the accessioning took place. Add event statements to record additional date information.5.1 Event statement
Content descriptionMandatory

Required

Record a summary that includes: functions and activities that resulted in the material’s generation, dates, the geographic area to which the material pertains, subject matter, arrangement, classification, and documentary forms. This is recorded as a free text statement.3.3 Scope and content
Condition descriptionOptional

Provide a description of the physical condition of the contents of the accession, including any special handling requirements.

Use preservation statements to provide information about material in the accession that is known to be at-risk of becoming inaccessible due to physical damage or degradation; that requires special equipment or technology to access its content; or that will require specific supplies or expertise to preserve.

4.3 Material assessment statement
DispositionOptionalDescribe how the contents of the accession have been assigned to different fonds or collections.1.5 Archival Unit
InventoryOptional

Provenance


Retention rule


General note


Acquisition typeMandatory

Required


1.6 Acquisition method
Resource typeMandatory

Required



Restrictions apply?


Publish?Do not useDo not use
Access restrictions?Mandatory

Required

Check the box if there are any access restrictions for the contents of the accession. 
Access restrictions noteMandatory

Required

If there are restrictions provide an explanatory note. 
Use restrictions?Mandatory

Required

Check the box if there are any use restrictions for the contents of the accession. 
Use restrictions noteMandatory

Required

If there are restrictions provide an explanatory note. 

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Information elementUsageGuidelinesCAAIS element
LabelMandatory

Required

Each accession record must contain a "creation" note with "bulk dates" of creation information in the expression field. Begin date and end date information should be provided whenever possible.

Select other date labels as necessary.

3.1 Date of material
ExpressionMandatory

Required

See RAD 1.4B5 for guidance on expressing probable and uncertain dates.3.1 Date of material
TypeMandatory

Required

Select the type of date expression:

  • Bulk dates
  • Inclusive dates
  • Single date

Each accession record must contain a "creation" note with "bulk dates" of creation information in the expression field.

3.1 Date of material

BeginMandatory (certain dates)
3.1 Date of material

EndMandatory (certain dates)
3.1 Date of material
Certainty

If a probable or uncertain date is expressed in accordance with RAD 1.4B5, select the appropriate level of certainty from the drop-down menu:

  • Approximate
  • Inferred
  • Questionable
3.1 Date of material
EraDo not useDo not use
CalendarDo not useDo not use

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Information elementUsageGuidelinesCAAIS element
PortionMandatory

Required



NumberMandatory

Required



TypeMandatory

Required



Container summary


Physical detailsConditionally required

Dimensions


Agent links area

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Information elementUsageGuidelinesCAAIS element
RoleMandatory

Required



Relator


AgentsMandatory

Required



Related resources area

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Information elementUsageGuidelinesCAAIS element
ResourcesDo not useDo not use1.5 Archival unit

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Information elementUsageGuidelinesCAAIS element
SubjectsDo not use.Do not use.N/A

External documents area

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Information elementUsageGuidelinesCAAIS element
Boolean 2Mandatory, if applicableConditionally required

Date 1Mandatory, if applicableRecord Conditionally required

If the accession received a monetary appraisal, record the date of the monetary appraisal report

, if applicable

.

 


String 1Mandatory, if applicableRecord Conditionally requiredIf the accession received a monetary appraisal, record the name of the monetary appraiser, if applicable.
String 2Mandatory, if applicableRecord Conditionally requiredIf the accession received a monetary appraisal, record the value of the monetary appraisal, if applicable. 
Accessioned by
(String 3)
Mandatory

Required

Record the name of the Archives staff member responsible for the creation or revision of the accession record.7.3.3. Action agent
Text 1Do not useElement includes legacy accession numbers. Data was transcribed from paper accession records into the Archivists' Toolkit database in 2011 and then migrated into ArchivesSpace in 2018.1.3 Other identifier
Text 2Do not useElement includes legacy identifiers originally published in union list of manuscripts in Canadian repositories (ULM). Data was transcribed from paper accession records into the Archivists' Toolkit database in 2011 and then migrated into ArchivesSpace in 2018.1.3 Other identifier
Text 3 OptionalRecord monetary appraisal notes, as necessary. 4.4.3 Appraisal statement note

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