Metadata guidelines for agent records
Introduction
- Agent record metadata guidelines are derived from the International Standard Archival Authority Record for Corporate Bodies, Persons, and Families (2nd edition) and the tool tips provided in ArchivesSpace.
- Guidelines are organized in accordance with the agent record data entry form provided in ArchivesSpace, not the ISAAR(CPF) standard.
Basic information area
Information element | Usage | Guidelines | ISAAR(CPF) element |
---|---|---|---|
Agent type | Mandatory | 1.4 Accession title | |
Publish | Mandatory | Assign a unique accession identifier using a standardized system for generating numeric or alphanumeric codes. | 1.2 Accession identifier |
Dates of existence |
Dates of existence area
Agent records can include multiple date notes. The following guidelines apply to each date note.
Information element | Usage | Guidelines | CAAIS element | |
---|---|---|---|---|
Label | Mandatory | Each agent record must contain a "Dates of existence" note with "bulk dates" of existence information in the expression field. Begin date and end date information should be provided whenever possible. | 5.2.1 Dates of existence | |
Expression | Mandatory | Provide the dates of existence. See RAD 1.4B5 for guidance on expressing probable and uncertain dates. | 5.2.1 Dates of existence | |
Type | Mandatory | Select the type of date expression:
Each agent record must contain a "creation" note with "bulk dates" of creation information in the expression field. | 5.2.1 Dates of existence | |
Begin | Mandatory (certain dates) | 5.2.1 Dates of existence | ||
End | Mandatory (certain dates) | 5.2.1 Dates of existence | ||
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:
| 5.2.1 Dates of existence | ||
Era | Do not use | Do not use | 5.2.1 Dates of existence | |
Calendar | Do not use | Do not use | 5.2.1 Dates of existence |
Extents area
Accession records can include multiple extent notes. The following guidelines apply to each extent note.
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Portion | |||
Number | |||
Type | |||
Container summary | |||
Physical details | |||
Dimensions |
Agent links area
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Related resources area
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Resources | Do not use | Do not use | 1.5 Archival unit |
Related accessions area
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Relationship type | Do not use | Select "Part of" relationship if:
Select "Sibling" relationship if the accession is bound with other accessions that together form part of another accession | N/A |
This accession | Do not use | If Relationship type is "Part of," the "This accession" field automatically includes two options:
If Relationship type is "Sibling," the "This accession" field automatically changes to "Is Sibling of" | N/A |
Accession | Do not use | Type to search available records | N/A |
Relator type | Do not use | If Relationship type is "Part of," the relator type automatically changes to "Part" relationship If Relationship type is "Sibling," the relator type automatically changes to "Bound With" relationship | N/A |
Subjects area
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Subjects | Do not use. | Do not use. |
External documents area
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Title | Not yet determined | Provide a reference for documentation related to the material in the accession, when applicable. This reference may specify a physical location for this documentation or it may consist of a link to an electronic file. Record the title of the associated documentation. This may be assigned by the originator of the documentation or by the repository. | 4.5 Associated documentation |
Location | Not yet determined | Record the location of the file, ideally a resolvable URI. | 4.5 Associated documentation |
Publish? | Do not use | Do not use. If this box is checked, the reference to the external document is published to public (patron) interfaces. | 4.5 Associated documentation |
Rights statement area
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Instances area
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Type | |||
Top container | Type to search available records... | N/A | |
Child type | Not yet determined | N/A | |
Child indicator | Not yet determined | N/A | |
Grandchild type | Not yet determined | N/A | |
Grandchild indicator | Not yet determined | N/A |
New "Top Containers" must be created for each accession record
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Container profile | |||
Container type | |||
Indicator | |||
Barcode | Do not use | Do not use | N/A |
ILS Holding ID | Do not use | Do not use | N/A |
ILS Item ID | Do not use | Do not use | N/A |
Exported to ILS? | Do not use | Do not use | N/A |
Locations | |||
Status | |||
Start date | |||
End date | |||
Note | |||
Location |
Deaccessions area
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Portion | |||
Description | |||
Reason | |||
Disposition | |||
Notification given? | |||
Deaccession date | |||
Deaccession date label | |||
Deaccession date expression | |||
Deaccession date type | |||
Deaccession date certainty | |||
Deaccession date era | |||
Deaccession date calendar | |||
Deaccession extents | |||
Portion | |||
Number | |||
Type | |||
Container summary | |||
Physical detailsq | |||
Dimensions |
Collections management area
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Processing priority | Optional | Indicate the priority assigned to processing of the accession. If the material is scheduled for a monetary appraisal, select "high" priority. | |
Rights determined? | Optional | Check the box if the rights for the accession have been determined and a rights record has been created and linked to the accession record. | |
Processing plan | Optional | ||
Processors | Optional | ||
Processing hrs/unit estimate | Optional | ||
Processing total extent | Optional | ||
Extent type | Optional | ||
Total processing hours | Optional | ||
Funding source | Optional | ||
Processing status | Mandatory |
Classifications area
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Classifications | Do not use | Do not use | N/A |
User defined fields area
Note: the User defined fields include information about monetary appraisals and legacy identifiers (e.g., old accession numbers, ULM identifiers).
Information element | Usage | Guidelines | CAAIS element |
---|---|---|---|
Boolean 2 | Mandatory, if applicable | ||
Date 1 | Mandatory, if applicable | Record the date of the monetary appraisal report, if applicable. | |
String 1 | Mandatory, if applicable | Record the name of the monetary appraiser, if applicable. | |
String 2 | Mandatory, if applicable | Record the value of the montary appraisal, if applicable. | |
Accessioned by (String 3) | Mandatory | Record the name of the Archives staff member responsible for the creation or revision of the accession record. | 7.3.3. Action agent |
Text 1 | Do not use | Element 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 2 | Do not use | Element 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 | Optional | Record monetary appraisal notes, as necessary. | 4.4.3 Appraisal statement note |