Metadata guidelines for agent records

Introduction


Basic information area


Information elementUsageGuidelinesISAAR(CPF) element
Agent typeMandatory
1.4 Accession title
PublishMandatoryAssign 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 elementUsageGuidelinesCAAIS element
LabelMandatory

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
ExpressionMandatoryProvide the dates of existence. See RAD 1.4B5 for guidance on expressing probable and uncertain dates.5.2.1 Dates of existence
TypeMandatory

Select the type of date expression:

  • Bulk dates
  • Inclusive dates
  • Single date

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

5.2.1 Dates of existence

BeginMandatory (certain dates)
5.2.1 Dates of existence

EndMandatory (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:

  • Approximate
  • Inferred
  • Questionable
5.2.1 Dates of existence
EraDo not useDo not use5.2.1 Dates of existence
CalendarDo not useDo not use5.2.1 Dates of existence

Extents area


Accession records can include multiple extent notes. The following guidelines apply to each extent note.

Information elementUsageGuidelinesCAAIS element
Portion


Number


Type


Container summary


Physical details


Dimensions


Agent links area


Information elementUsageGuidelinesCAAIS element




Related resources area


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

Related accessions area


Information elementUsageGuidelinesCAAIS element
Relationship typeDo not use

Select "Part of" relationship if:

  • The accession forms one part of another accession, or
  • The accession has multiple parts described in other accession records

Select "Sibling" relationship if the accession is bound with other accessions that together form part of another accession

N/A
This accessionDo not use

If Relationship type is "Part of," the "This accession" field automatically includes two options:

  • This accession forms part of
  • This accession has part

If Relationship type is "Sibling," the "This accession" field automatically changes to "Is Sibling of"

N/A
AccessionDo not useType to search available recordsN/A
Relator typeDo 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 elementUsageGuidelinesCAAIS element
SubjectsDo not use.Do not use.

External documents area


Information elementUsageGuidelinesCAAIS element
TitleNot 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
LocationNot yet determinedRecord the location of the file, ideally a resolvable URI.4.5 Associated documentation
Publish?Do not useDo 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 elementUsageGuidelinesCAAIS element




Instances area


Information elementUsageGuidelinesCAAIS element
Type


Top container
Type to search available records...N/A
Child typeNot yet determined
N/A
Child indicatorNot yet determined
N/A
Grandchild typeNot yet determined
N/A
Grandchild indicatorNot yet determined
N/A

New "Top Containers" must be created for each accession record

Information elementUsageGuidelinesCAAIS element
Container profile


Container type


Indicator


BarcodeDo not useDo not useN/A
ILS Holding IDDo not useDo not useN/A
ILS Item IDDo not useDo not useN/A
Exported to ILS?Do not useDo not useN/A
Locations
Status


Start date


End date


Note


Location


Deaccessions area


Information elementUsageGuidelinesCAAIS 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 elementUsageGuidelinesCAAIS element
Processing priorityOptionalIndicate the priority assigned to processing of the accession. If the material is scheduled for a monetary appraisal, select "high" priority.
Rights determined?OptionalCheck 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 planOptional

ProcessorsOptional

Processing hrs/unit estimateOptional

Processing total extentOptional

Extent typeOptional

Total processing hoursOptional

Funding sourceOptional

Processing statusMandatory

Classifications area


Information elementUsageGuidelinesCAAIS element
ClassificationsDo not useDo not useN/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 elementUsageGuidelinesCAAIS element
Boolean 2Mandatory, if applicable

Date 1Mandatory, if applicableRecord the date of the monetary appraisal report, if applicable. 
String 1Mandatory, if applicableRecord the name of the monetary appraiser, if applicable.
String 2Mandatory, if applicableRecord the value of the montary appraisal, if applicable. 
Accessioned by
(String 3)
MandatoryRecord 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