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Select a profile from the drop-down list. Dalhousie staff that are packaging University adminstrative records to be transferred to the Archives should select the “University Administrative Records” profile.
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Complete the form.
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Refer to the following table for guidance:
Field | Description |
|---|---|
Transfer Package ID | The unique identifier of the transfer package. Usually an accession number and/or transfer number provided by the University Archives. |
Contact Name | The name of the person who is responsible for producing this transfer package. Usually the person with signing authority or a designate. |
Department / Unit | The name of the department or unit that produced this transfer package or is responsible for its contents. |
Contact Telephone | The phone number of the person who is responsible for creating this transfer package. |
Contact Email | The email address of the person who is responsible for creating this transfer package. |
Records Creator | The name of the department or unit responsible for creating the records. |
Records Classification | The name and unique identifier for the DalCLASS records series classification. |
Start Date | Start date of the records included in this transfer package. YYYY-MM-DD format. |
End Date | End date of the records included in this transfer package. YYYY-MM-DD format. |
Records Description | Description of the records included in this transfer package. |
Other Metadata Available? | Provide information about other metadata that describes the contents of this transfer package (e.g., file inventory, database, etc.). |
Select Folder | Browse to the local folder that contains records to be transferred to the Archives. |
Save Location | Select the location to save the transfer package. Default is Windows desktop. |
Click on the “Create Transfer Package” button.
If the form is not complete, the error message will indicate which fields need to be filled in.
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If the form is complete, the File Transfer Tool will create the transfer package and save it to the chosen Save Location.
Choose “Yes” to create another transfer package.”
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Choose “No” to close the File Transfer Tool and open the Save Location in a new window.