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This page provides instructions on exporting archival descriptions as CSV data. This task supports quality control and can be used in conjunction with the publishing checklist.several archival functions:
Publish new finding aids that comply with the publishing checklist
Quality control of legacy archival descriptions
Prepare an inventory of material that will monetary appraisal
Handle complex reference questions, access requests, digitization requests, etc.
Identify archival descriptions to export
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Search or browse the Archives Catalogue and produce a set of search results that you want to export as CSV data. There are three approaches to identify archival descriptions to export:
Conduct a basic or advanced search
Conduct an “expert search”
Conduct multiple searches and use the clipboard function to gather relevant archival descriptions
The approach will vary depending on the fonds, level of processing, and goal. The following table provides some preliminary guidance on how to produce desired search results:
Goal | Process |
|---|---|
Publish new finding aid | Navigate to the top-level description. Click on the option to “Browse as list.” |
Quality control of legacy archival descriptions | See archivist for guidance. |
Prepare a spreadsheet inventory to support monetary appraisal | Determine accession number(s) of the material to be appraised. Use an expert query to search the Archives Catalogue for archival descriptions with the accession number(s). Example: i18n.en.acquisition:"2023-016" |
Handle complex reference questions, digitization requests, etc. | Search or browse the catalogue to identify relevant archival descriptions. Use the clipboard function to flag archival descriptions from multiple search queries. |
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