Mandatory metadata elements for top-level descriptions

Introduction


This page outlines the mandatory metadata elements for top-level descriptions (e.g., fonds-, collection, etc.).

Title and statement of responsibility area


RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

1.1B Title proper

Mandatory

Usually a supplied title proper (formal titles are seldom found at the fonds-level).

1.1C General material designation

Mandatory

 

1.1D Parallel titles

Do not use

A parallel title is seldom found at higher levels of description (e.g., fonds, series, or collection).

1.1E Other title information

Do not use

 

1.1F Statement of responsibility

Do not use

 

1.8B6 – Title notes (attributions and conjectures)

Do not use

 

1.8B4 – Title notes (Continuation of title)

Do not use

 

1.8B3 – Title notes (Parallel titles and other title information)

Do not use

 

1.8B2 – Title notes (Source of title proper)

Mandatory

 

1.8B5 – Title notes (Statements of responsibility)

Do not use

 

1.8B1 – Title notes (Variations in title)

Do not use

 

1.0A – Level of Description

Mandatory

 

Repository

Mandatory

Creates a link between a finding aid and a repository described in the Archives Catalogue.

Identifier

Mandatory

Usually a unique Collection ID.

Edition area


RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

1.2A1; 1.2B1; 1.2B3 – Edition Statement

Do not use

Only for item-level descriptions.

1.2C1; 1.2C2 – Statement of Responsibility Relating to the Edition

Do not use

Only for item-level descriptions.

Class of material specific designation area


RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

5.3B1 – Statement of scale (cartographic)

Do not use

 

5.3C1 – Statement of projection (cartographic)

Do not use

 

5.3D1 – Statement of coordinates (cartographic)

Do not use

 

6.3B1 – Statement of scale (architectural)

Do not use

 

12.3B1; 12.3C1 – Issuing jurisdiction and denomination (philatelic)

Do not use

 

Dates of creation area


The dates of creation area links archival descriptions to archival authority records.

RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

1.4B – Date(s) of creation entry

Mandatory

This entry is a small form within the archival description template.

Actor name

Mandatory

Actor name “inherits” from top-level description to lower levels. Only provide at lower levels if the creator is different than the creator inherited from a higher level of description.

Event type

Mandatory

Only use “creation” event type.

1.4C1 – Place

Do not use

Use geographic access points in the Access Points area.

1.4B2 – Date

Mandatory

See writing style guidelines for advice on formatting dates.

1.4B2 – Start date

Mandatory

See writing style guidelines for advice on formatting dates.

1.4B2 – End date

Mandatory

See writing style guidelines for advice on formatting dates.

1.8B8 – Event note

Do not use

 

Physical description area


RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

1.5B1 – Extent and material designation

Mandatory

 

1.5C1 – Other physical details

Optional

 

1.5D1 – Dimensions

Optional

 

1.5E1 – Accompanying material

Do not use

Only for item-level description.

Publisher’s series area


RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

1.6B – Title proper of publisher’s series

Do not use

 

1.6C1 – Parallel title of publisher’s series

Do not use

 

1.6D1 – Other title information of publisher’s series

Do not use

 

1.6E1 – Statement of responsibility relating to publisher’s series

Do not use

 

1.6F1 - Numbering within publisher's series

Do not use

 

1.8B10 - Notes on publisher's series area

Do not use

 

Archival description area


RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

1.7C – Custodial history

Mandatory

 

1.7D – Scope and content

Mandatory

 

Notes area


RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

1.8B9a – Physical condition

Optional

 

1.8B12 – Immediate source of acquisition

Mandatory

Used to provide accession numbers (e.g., Accession 1970-037)

1.8B13 – Arrangement

Mandatory

Used to describe the internal organization of the fonds.

1.8B14 – Language of material

Mandatory

 

1.8B14 – Script of material

Optional

 

1.8B14 – Language and script notes

Optional

 

1.8B15a – Locations of originals

Mandatory if material is a reproduction

 

1.8B15b – Availability of other formats

Optional

 

1.8B16a – Restrictions on access

Mandatory

 

1.8B16c and 1.8B16d – Terms governing use, reproduction, and publication

Mandatory

 

1.8B17 – Finding aids

Optional

 

1.8B18 – Associated materials

Optional

Use this not to make reference to associated/related material at Dalhousie or other archives.

1.8B20 – Related materials

Do not use

Dalhousie uses the associated materials field to describe all associated and related material.

1.8B19 – Accruals

Mandatory

 

1.8B21 – General note(s)

Optional

Use the general note field to provide content warnings if necessary.

1.8B9c – Other notes (accompanying material)

Do not use

 

1.8B11 – Other notes (alphanumeric designations)

Optional

 

7.8B5b – Other notes (cast note)

Do not use

 

1.8B9b – Other notes (conservation)

Optional

 

7.8B5a – Other notes (credits note)

Do not use

 

Other notes (edition)

Do not use

 

Other notes (physical description)

Optional

 

Other notes (publisher’s series)

Do not use

 

Other notes (rights)

Optional

 

Other notes (signatures) (RAD

Optional

 

Standard number area


RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

1.9B1 – Standard number

Do not use

 

Access points area


RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

Subject access point

Mandatory

 

Place access point

Mandatory

 

Genre access point

Mandatory

 

Name access point (link authority record as subject)

Optional

 

Control area


The control area is not part of RAD. It is included in the AtoM data entry template.

RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

Description identifier

 

 

Institution identifier

 

 

Rules or conventions

Mandatory

Always “Rules for Archival Description”

Status

Mandatory

Always select “Final”

Level of detail

Mandatory

Always select “Full”

Dates of creation, revision, and deletion

Mandatory

Start with YYYY-MM-DD

Language

Mandatory

 

Script

Do not use

 

Sources

Optional

 

Administrative area


Note: The administrative area is not part of RAD. It is included in the AtoM data entry template.

RAD Element

Guidance

Notes

RAD Element

Guidance

Notes

Display standard

RAD, July 2008 version. Canadian Council of Archives