dmac_data_docs
0.0.1
  • About SCMS
    • What is SCMS
    • SCMS Metadata Services
      • Metadata management
        • Activities
        • Examples
        • Stakeholders
      • Data transformation
        • Activities
        • Examples
        • Stakeholders
      • Reporting and data analysis
        • Activities
        • Examples
        • Stakeholders
      • Tool and workflow support
        • Activities
        • Examples
        • Stakeholders
      • ArchivesSpace Product Ownership and Support
        • Activities
        • Stakeholders
    • How to Update This Documentation
      • Spreadsheets
      • Github Readmes
      • Other Readmes
      • Building the Docs
  • Workflows
    • ArchivesSpace-to-Excel Guide
      • Columns Used in Creating Finding Aids
      • Formatting available
      • Other tips
      • Level-0 Rows
    • ArchivesSpace User Account Creation
    • Copy Order Fulfillment
      • Initiating a copy order for existing files
      • Running the ArchivesSpace report
      • Using the report to select digitized files for download
      • Sending Download Links to Patrons
    • ArchivesSpace Docker Image Creation Workflow
    • Processing Electronic Theses and Dissertations
      • Receipt of Records from Proquest
      • Extract Metadata from Proquest Files, Ingest into EliScholar
      • Modify Proquest MARCXML, Ingest into Voyager
      • Ingest into Preservica, Voyager Sync
      • Embargoed Dissertations
    • Dissertation Data Transformation Workflow
      • Review data provided by ProQuest
      • Prepare data provided by ProQuest for ingest into EliScholar and Voyager
        • Notes on transformation in Step 5
      • Prepare data provided by ProQuest for Ingest into Voyager
    • oXygen Project Overview
      • Getting started with a Project file in oXygen XML Editor
      • oXygen Project File Overview
        • Transformation Scenarios
          • EAD3-to-EAD2002
          • EAD3-to-Excel
          • Excel-to-EAD
          • Excel/EAD-to-PDF-preview
          • prep-EAD-for-ASpace
          • BOX-method_convert-hashes-to-foldernumbers
          • COLLECTION-method_convert-hashes-to-foldernumbers
          • ArchivesSpace EAD3 to PDF (preview unpublished)
          • EAD3 convert for validation purposes
        • Validation Scenarios
          • ArchivesSpace-PreIngest-validation
          • EAD3-strict-validation-test
    • Reassociation Instructions
    • Running Reports in the ArchivesSpace Staff Interface
      • Using the report to select files for Preservica download
  • Policies
    • ArchivesSpace Agent and Subject Records: Best Practices
      • Introduction
      • Resource and Catalog Records Requirements
      • Identifying Existing Agent and Subject Records
      • Importing Records into ArchivesSpace
        • Import LCNAF and LCSH records using the ArchivesSpace import plugin
        • Edit imported agent records
        • Edit imported subject records
      • Merging Records
      • Editing Records
        • Agent
      • Creating New Agent Records
        • Basic Information
        • Dates of Existence
        • Name Forms
        • Contact Details
        • Notes - Biographical/Historical
        • Other fields
        • For Family agent records
          • Name Forms
        • For Corporate Entity agent records
          • Name Forms
        • For Corporate Entity (conference) agent records
          • Name forms
      • Creating New Subject Records
        • Click Create and choose Subject.
          • Basic information
          • Terms and Subdivisions
          • Other fields
        • Create new subject: Occupation
          • Terms and Subdivisions
        • Create new subject: Geographic
          • Terms and Subdivisions
        • Create new subject: Preferred title
          • Terms and Subdivisions
        • Create new subject: Genre
          • Terms and subdivisions
    • ArchivesSpace API Best Practices
      • Purpose of This Guide
      • Target audience
      • Resources for Getting Started
      • Be Aware of the Risks of Using the API
      • What our systems and policies do to identify and prevent problems
      • What users must do to prevent problems
    • Yale ArchivesSpace User Management Policy
      • Introduction
      • Rationale
      • Scope
      • Access Control
      • Authentication/Password Management
      • Guidance for Users
      • Guidance for Assigning Permissions
        • Repository managers internal to the repository
        • Archivist staff members internal to the repository
        • Technical services support staff members internal to the repository
        • Staff members internal to the repository without data entry responsibilities
        • Student staff members in the repository
        • Staff members external to the repository
      • User Groups at Yale
        • Yale User Permission Groups
        • Custom User Permission groups
        • User Permission Groups provided in ArchivesSpace by Default
    • Conditions Governing Access Notes for Born-Digital Material
      • Background
      • Proposed Process
        • Case 1: Born-digital access note does not exist
        • Case 2: Born-digital access note already exists
      • Documentation/Maintenance
    • Container Profile Records
      • Functional Overview
      • Associating an existing container profile with a top container record
      • Creating a container profile
      • Rules for creating container profiles
      • Container profile names
      • Container profiles for custom-made boxes
      • Rules for assigning container profiles to custom containers
      • Strategies for searching, browsing, and choosing container profiles
    • Guidelines for Transferring Collections Between Repositories
      • Originating repository responsibilities
        • ArchivesSpace
        • Orbis
        • Physical transfer
      • Destination repository responsibilities
        • Physical transfer
        • Orbis
        • ArchivesSpace
    • Proposed Best Practices for ArchivesSpace Metadata Creation
      • Introduction
      • Proposed Changes
        • Dates
        • Container types
        • Identifiers
        • Note labels
        • Note boilerplates for access and use of collections
        • Agents and subjects
        • Extent types
        • Controlled value lists
    • ArchivesSpace Software Development Policy
      • Document Overview and Scope of the Policy
      • ArchivesSpace Overview
      • Parties Involved:
      • Reference to Supplemental Agreements and Policies
      • Governing principles
      • Decision criteria
      • Logistical process
      • Employed standards
  • Training
    • Archives at Yale: Staff Training
      • Intro
        • Data points
        • Breadcrumb trails
        • Changes to Archives at Yale
      • Searching
        • The Search Box
        • Entering Your Search Terms
        • Searching All Record Types vs. Collections
        • Searchable Field Selections
        • Limiting Searches
          • Limiting by date
          • Limiting by repository
        • Other Search Boxes
        • Additional Information
        • Examples and Tips
          • Subjects
          • Persons
          • Known-item search
      • Looking at Finding Aids
        • Intro
        • Collection Overview
        • Finding aid view
        • Container List
      • Requesting Materials
        • Introduction
        • Requesting in Archives at Yale
        • Completing the Request in Aeon
      • Publishing Finding Aids
        • Screencast
        • Intro
      • Verifying Your Default Settings
        • Checking your default settings
      • Publishing Archival Records
        • Publishing Full Finding Aids
        • Publishing Parts of Collections
        • “Publish?” Checkbox
        • Understanding “Publish All”
          • “Publish All” 101
          • Published with “Publish All”
      • Internal Notes Options
      • Editing Content
        • Navigating Between Staff and Public Interfaces
        • Saving Edits to a Published Record
      • Preparing PDF Creation
        • Introduction
        • New PDF Creation Process
      • Requirements for the Creation of Handle Links
      • Problems or Questions?
        • Questions
        • Problems
    • Archivesspace Environment via Docker
      • Installation
      • Building a Yale version of ArchivesSpace
      • Creating a Docker Build
      • Accessing the Developer Environment
      • Troubleshooting
    • ArchivesSpace at Yale: User Manual
      • Overview: ArchivesSpace Application and its Governance
        • Scope of User Manual
        • ArchivesSpace Documentation
        • An Introduction to ArchivesSpace
        • Governance of ArchivesSpace at Yale
      • Application Overview
        • Staff interface
        • Record Template
        • Data entry considerations within the staff interface
      • Repository Records
        • Functional overview
        • Creating and managing Repository records
      • User Records and User Management
        • Functional overview
        • Yale ArchivesSpace User Management Policy
          • Rationale
          • Scope
          • Access Control
          • Authentication/Password Management
          • Guidance for Users
          • Guidance for Assigning Permissions
          • Repository managers internal to the repository
          • Archivist staff members internal to the repository
          • Technical services support staff members internal to the repository
          • Staff members internal to the repository without regular data entry responsibilities
          • Student staff members in the repository
          • Staff members external to the repository
        • User Groups at Yale
          • Create, read, update and delete assessment records*
          • Manage a repository (manage locations, user groups, department codes, user access)
          • Transfer the entire contents of a repository
          • Transfer distinct records across a repository
          • Create, read, and update accessions and top containers
          • Create, read and update resources and top containers
          • Create, read and update digital objects
          • Create, read and update event records
          • Create, read, update and delete container profile records (affects all repositories)
          • Suppress records from this repository
          • Delete records from this repository
          • Delete or bulk update top containers in this repository
          • Merge records from this repository
          • View suppressed records in this repository
          • View (non-suppressed) records in this repository
          • Initiate and cancel an import job
          • Create, merge, update and delete subject or agent records (affects all repositories)
          • Create, update and delete vocabulary or classification terms (affects all repositories)
          • Printed Acquisitions*
          • Student workers*
          • Delete/Cancel/Transfer permissions not explicitly specified in other groups*
        • User Permission Groups provided in ArchivesSpace by Default
          • System Administrator
          • Advanced Data Entry users of the [Repo name] repository*
          • Archivists of the [Repo name] repository*
          • Basic data entry users of the [Repo name] repository*
          • Managers of the [Repo name] repository*
          • Project managers of the [Repo name] repository*
          • Viewers of the [Repo name] repository*
        • Creating and managing User records
      • Location Records
        • Functional overview
        • Yale Locations Guidelines
        • Creating and managing Location records
      • Managing Top Containers
        • Functional Overview
        • Navigating to the Manage Top Container Function
        • Searching
        • Updating elements from containers in bulk
      • Container Profile Records
        • Functional Overview
        • Associating an existing container profile with a top container record
        • Creating a container profile
        • Rules for creating container profiles
        • Container profile names
        • Container profiles for custom-made boxes
        • Rules for assigning container profiles to custom containers
        • Strategies for searching, browsing, and choosing container profiles
      • Accession Records
        • Functional overview
        • Creating and managing Accession records
          • Adding further information to an Accession record
          • Basic Information
          • Dates sub-record
          • Extents sub-record
          • Deaccessions sub-record
          • Material Types sub-record
          • Payment Summary sub-record
          • Spawning Accession Records
      • Resource Records: Single-Level
        • Functional overview
        • Creating and managing Resource records
          • Creating a Resource record
          • Spawning a Resource record
          • Spawning and linking a preliminarily populated Resource record from an Accession record
          • Accession record to Resource record: mapped elements
          • Adding further information to a Resource record
          • Notes sub-records
          • Local Access Restriction Types
            • Introduction
            • Types and their usage
            • ArchivesSpace restriction types and Aeon
            • Other restrictions and Aeon
            • Guidance on requesting new restriction types
          • Finding Aid Data
          • Agent and Subject records
      • Resource Records: Lower-Levels
        • Functional overview
        • Creating and managing resource component records
          • Creating Resource component records
          • Publishing and unpublishing component records
          • Adding Instances to a Resource or Resource component record
          • Associating Instances with Location records
          • Using the Rapid Data Entry (RDE) tool
      • Digital Object Records
        • Functional overview
        • Creating and managing digital object records
          • Adding further information to a Digital Object record
          • Basic Information
          • File Versions
          • Dates
          • Extents
          • Agent Links
          • Subjects
          • Notes
          • External Documents
          • Rights Statements
          • Collection Management
          • User Defined
      • Agent and Subject Records: Authorities Basics
        • Authorities overview
        • Authorities workflows
      • Agent Records
        • Functional overview
        • Creating and managing Agent records
          • Creating Agent records
      • Subject Records
        • Functional overview
        • Creating and managing Subject records
          • Creating a Subject record
      • Assessment Records
        • Functional overview
        • Creating a Minimal Assessment Record
          • Adding Additional Information to an Assessment Record
          • Viewing an Assessment Record
          • Deleting an Assessment Record
          • Transferring an Assessment Record
          • Managing Assessment Attributes
          • Assessment Reports
          • Importing Assessment Records Using a CSV Template
      • Linking Records
        • Functional overview
        • Creating and managing links
      • Including EAD elements (i.e. adding “Mixed Content”)
        • Resource / Component Unit Title
        • Notes
          • A Special Note on adding links within Notes:
      • Exporting Records
      • Importing Records
        • Importing EAC-CPF and EAD files
        • Importing MARCXML files
        • Importing accessions data or digital object data from a CSV file
        • Import summary
      • Customizing the Application
        • User interfaces
        • Staff interface
        • User-defined fields
      • Setting Default Values for Fields
        • Functional overview
        • Setting default values as a system administrator or repository manager
        • Applying default values as a user
    • Refreshing Your Local ArchivesSpace Database
      • Step 1: Export Target Database
      • Step 2: Import database
      • Step 3: Review Plugin List
      • Step 4: Run Database Setup
      • Step 5: Start Application
    • Submitting a ServiceNow Request to SCMS
      • Submitting a Request Via the ServiceNow Form (Preferred)
        • Where to Find the Submission Form
        • Guide to the Submission Form
          • Title/short description
          • Request type
          • Request origin
          • Long description
          • Attachments
          • Desired completion date
          • Estimated priority
          • Estimated effort
          • Contact name
          • Submit request
      • Submitting a Request Via Email
      • Viewing your open tickets
    • Getting started with the ArchivesSpace API
      • Requirements
      • Why Miniconda?
      • Installing Miniconda
      • Running Python scripts from the command line; imports
      • Connecting to ArchivesSpace via requests
      • Updating a single top container indicator
      • Preparing data for bulk upload
        • Retrieving top container data via MySQL
        • Retrieving top container data via the API
      • Updating top container indicators in bulk
      • Creating and updating subrecords
        • Updating folder numbers
          • Retrieving folder data via MySQL
          • Running the update_sub_container_indicator.py file
      • Safety Tips
      • Helpful Resources
  • Activity Reports
    • YAMS Activities FY 2020-FY 2021
    • YAMS FY2022 Mid-Year Activity Report
  • Data Auditing
  • Projects
    • Project Documentation
      • Garvin City Planning Image Collection: DCS Reassociation
        • Reassociation Plan
        • Process Overview
        • Metadata Overview
          • Garvin Reports Folder
          • Garvin Data in Ladybird
          • Garvin Data in ArchivesSpace
          • Issues
        • Garvin Data in DCS
          • Issues
        • Questions
      • Glee Club Records: Data Reassociation
        • Problem Statement
        • Project Plan
          • Step 1: Request Glee Club boxes
          • Step 2: Compare contents of box with DCS images, record URI of match in spreadsheet
        • Student Worker Instructions
          • Outcome
          • Supplies
          • Instructions
        • Notes on Data
      • Kevin Roche John Dinkeloo Associates Data Re-use Process
        • Process
        • Notes
        • Future Work
      • MSSA MADID Reassociation Project Plan
        • Reassociation Scenarios
          • Fully digitized, single image
            • Solution
          • Fully digitized, multiple images
            • Solution
          • Partial digitization, single image
            • Solution
          • Partial digitization, multiple images
            • Solution
          • Other Scenarios
            • Purple
            • Blue
            • Red
        • Reassociation Procedures
          • Associate existing DCS record with existing ArchivesSpace record
          • Create a new parent in DCS and associate children
          • Create new records in ArchivesSpace, associate those with existing DCS records
        • Questions
        • Data
        • References
    • Completed
    • Recurring
    • In Progress
    • Future
  • ArchivesSpace
    • Development
      • ArchivesSpace Custom Build Workflow
      • Yale ArchivesSpace Development 2015: ArchivesSpace Migration and Implementation
      • Yale ArchivesSpace Development Stories 2016
        • Core Application Stories
        • Existing Yale Plugin Stories
        • New Yale Plugin Stories
      • Yale ArchivesSpace Development Stories 2017
        • Plugin Revision Stories**
        • New Development Stories
      • Yale ArchivesSpace Development 2018-2019: Archives at Yale Implementation
      • ArchivesSpace Development FY 2021/22
        • Area 1 – Requesting Digital/Digitized Materials in ArchivesSpace
          • 1.1 Photoduplication Requests
            • Story 1.1.1
            • Story 1.1.2 DEFER TO NEXT CYCLE
            • Story 1.1.3
            • Story 1.1.4
          • 1.2 Requesting Born Digital Materials for Reading Room Access
            • Story 1.2.1
            • Story 1.2.2 Achieved through alternate means (restriction code above)
            • Story 1.2.3
        • Area 2 – Displaying Digital Materials in ArchivesSpace
          • 2.1 Staff Interface
            • Story 2.1.1
          • 2.2 PUI
            • Story 2.2.1
            • Story 2.2.2
            • Story 2.2.3
            • Story 2.2.4
        • Area 3 – Update Aeon Add-On Client to match mappings from Aeon fulfillment plugin
          • Story 3.1
        • Area 4 - Update ArchivesSpace Export Service plugin
        • Area 5 - Update staff-side “Download CSV” export process to remove empty columns
      • ArchivesSpace Development FY 2023
        • Upgrade to ArchivesSpace 3.3.1
          • What’s new in ArchivesSpace 2.8-3.3.1?
            • Agent Model redesign
            • User account management
            • Container Management Updates
            • Link accessions to archival objects
            • Spreadsheet importer
            • Search updates - Local and Core
            • Staff interface search, browse, and sort preferences
            • Assorted other changes affecting staff users
            • Notable infrastructure updates
            • API changes
            • Config Changes
        • Yale-Specific Updates
          • Digital materials tab
          • Digital Object information passed to Aeon
          • Importer update: validation of controlled values
          • Other updates to note
      • Yale ArchivesSpace Upgrade Guide
        • Testing Checklist
          • Integrations
        • Upgrades Which Require a Full Reindex
          • Process for Indexing Production Database on Lyrasis QA Server
            • Responsibilities of YAMS
            • Responsibilities of Lyrasis
            • Indexing Configuration
        • Upgrade Process
        • Communication
        • Post-Upgrade Testing
        • Resources
      • User Story: Extent Calculator
      • Specification for the construction of “series” titles in ArchivesSpace
        • Overview
        • Requirements
          • REQ 1:
          • REQ 2:
          • REQ 3:
          • REQ 4:
          • REQ 5:
          • REQ 6:
          • REQ 7:
          • REQ 8:
          • REQ 9:
          • REQ 10:
          • REQ 11:
          • REQ 12:
          • REQ 13:
          • REQ 14:
        • Examples
          • Example 1
          • Example 2
          • Example 3
          • Example 4
          • Example 5
    • Plugins
  • Code
    • Project Repositories
    • Project Documentation
      • YAML
        • Testing
      • YFAD
      • DASS Born Digital Accessioning Tool
        • Workflow
      • display_multiple_containers
        • About
        • Examples
        • Requirements
      • RAD Scripts
      • xslt-files
      • yale-archivesspace-reports
      • yale_data_rules
        • The Rules
          • Dates
      • yale_pui_ask_a_question
      • ArchivesSpace Plugin to provide local CSS declarations within the PUI.
        • Obsolete
      • Yale PUI Customizations
      • yale_pui_dev_only
      • yale_pui_hashtag
      • ArchivesSpace Plugin to provide a link (on resource AND archival object pages) to static PDF files
        • Getting Started
      • Yale Staff Customizations
        • Providing the Collection ID for Resources
        • Support for Yale-branded and styled PDFs
        • Remove the ead__export__addon plugin
      • yale_sui_frontdoor
      • yams_data_auditing
        • Requirements
        • Getting Started
        • Utilities
          • db_conn_ssh.py
          • run_queries.py
          • utilities.py
          • delete_records.py
        • Agents and Subjects
          • get_all_agents.sql
          • get_all_subjects.sql
          • get_subjects.py
          • get_agents.py
          • all_agent_links.sql
          • all_subject_links.sql
          • linked_agent_count.sql
          • linked_subject_count.sql
          • name_corporate_entity_source_count.sql
          • name_family_source_count.sql
          • name_person_source_count.sql
          • subject_source_count.sql
          • get_agent_orphans.sql
          • get_subject_orphans.sql
          • dupe_finder.py
          • merge_records.py
        • Containers and Digital Objects
          • get_boxes_missing_types.sql
          • get_unassociated_containers.sql
          • get_unassociated_dig_objects.sql
          • reorder_dig_objects.py
        • Controlled Values
          • container_profile_count.sql
          • extent_type_count.sql
          • get_controlled_values.sql
          • material_type_count.sql
          • update_enumeration_value_position.py
          • merge_enumeration_values.py
          • delete_enumeration_values.py
        • Dates
        • File Versions
        • Finding Aid as CSV
          • finding_aid_as_csv.sql
        • Identifiers
          • get_split_identifiers.sql
          • update_identifiers.py
        • Labels
          • get_all_notes.sql
          • extract_note_labels.py
          • remove_note_labels.py
        • Users
          • get_all_permissions.sql
          • get_users_withorwithoutperms.sql
        • Links
          • get_links.sql
          • check_links.py
        • Restrictions
          • get_access_notes.sql
          • get_machine_actionable_restrictions.sql
          • get_all_restrictions.sql
      • archivesspace-api-public
        • Requirements
        • Getting Started
          • Installation
          • Suggested Workflow
          • Resources
        • Repository Contents
          • utilities.py
          • login.py
          • barcode_search.py
          • create_restrictions.py
          • delete_notes.py
          • delete_records.py
          • ex_tra_val_ead.py
          • file_version_update.py
          • link_records.py
          • merge_agents.py
          • merge_subjects.py
          • position_enum_vals.py
          • update_multipart_notes.py
          • update_record_components.py
          • update_record_publish.py
          • update_subrecord_components.py
          • update_subsubrecord_components.py
          • asnake_implement.py
      • ArchivesSpace Collection Control Toolbox
        • What’s in this Toolbox
        • General Tips:
        • ArchivesSpace Database Tools
          • Requirements:
          • Container Profiles
            • get_container_profiles.sql
          • Locations
            • get_locations.sql
          • Archival Objects, Top Containers, and Top Container Instances
            • get_archival_objects.sql
            • get_top_containers.sql
            • get_archival_object_instances.sql
          • Restrictions
            • get_arch_obj_restrictions.sql
            • get_resource_restrictions.sql
            • get_restriction_dates.sql
            • get_marestrictions.sql
          • pymysql Reporting Scripts
            • get_restriction_end_date.py
            • get_access_notes.py
            • barcode_audit.py
          • pandas Reporting Scripts
          • ArchivesSpace Database GUI
        • Data Cleaning Tools
          • Requirements
          • OpenRefine tips and tricks
            • Common regular expression patterns for identifying and remediating archival data
          • Spreadsheet software tips and tricks
            • Combining spreadsheet data using VLookup
            • …Other Useful Spreadsheet Formulas…
          • pandas Remediation Scripts
        • ArchivesSpace API Tools
          • Requirements
          • Container Profiles
            • container_profile_template.csv
            • create_container_profiles.py
          • Locations
            • locations_template.csv
            • create_locations.py
            • location_profiles_template.csv
            • create_location_profiles.py
          • Top Containers
            • Create Top Containers
              • top_container_template.csv
              • create_top_containers.py
            • Link Top Containers to One or More Archival Objects
              • tc_instance_template.csv
              • create_container_instance.py
            • Update Top Containers
          • Restrictions
            • restrictions_template.csv
            • create_restrictions.py
        • FAQ
          • How do I get access to my ArchivesSpace Database and/or API?
          • How do I log into the ArchivesSpace API?
          • How do I access the ArchivesSpace database?
          • I’m logged in. I have access. Now what?
        • Screencasts
          • Download Collection Control Files from Github Repository
          • Set Up Python Environment in Anaconda
          • Run Collection Control Scripts on a Mac
          • Run Collection Control Scripts on a PC
          • Using the GUIs
          • Using the Standalone Scripts
        • Python/SQL Resources
        • ArchivesSpace Resources
      • archivesspace-sql
      • archivesspace-templates
        • Requirements
        • Getting Started
      • aspace_api_docs
        • Priorities
      • ArchivesSpace Beyond the Basics Skillshare: Data Auditing for the ArchivesSpace PUI
        • Requirements
        • Demo 1: Publication Status
          • Objectives
          • Query Database
          • Analyze Results
          • Prepare Data for ArchivesSpace Update
        • Demo 2: Access Restrictions
          • Objectives
          • Query Database
          • Extract Text
          • Analyze and Clean Data in OpenRefine
            • Sorting, Faceting and Filtering
            • Regular expressions to find dates and restrictions in strings:
            • Reg Ex/OpenRefine Resources:
          • Prepare Data for ArchivesSpace Update
            • Adding columns in OpenRefine
          • Troubleshooting
        • Demo 3: Dates
          • Objectives
          • Query Database
          • Analyze Results
            • OpenRefine
            • Timetwister + subprocess module
            • Timewalk plugin
            • dateutil.parser module
          • Prepare for ArchivesSpace Update
        • Demo 4: Labels
          • Objectives
          • Query Database
          • Extract Text
          • Analyze Data
        • Demo 5: Managing Shared Records (Controlled Value Lists, Agents, Subjects, Container Profiles, etc) + Extents
          • Objectives
          • Query Database
          • Analyze Results
          • Preparing for ArchivesSpace Update
        • Demo 6: Citations
          • Objectives
          • Query Database
          • Extract Text
          • Clean Data
        • Demo 7: URLs
          • Objectives
          • Query Database
          • Analyze Data
        • A Note About Containers
        • Lessons Learned
        • Next Steps
      • barcode-search
        • Requirements
        • Quick Start
        • Tutorial
        • Questions?
      • born-digital-accessioner
        • Requirements
        • Quick Start
        • Tutorial
          • Step 1: Connect to ArchivesSpace
          • Step 2: Select Input CSV
          • Step 3: Choose Action
          • Step 4: Review Outputs
          • Tips
        • Troubleshooting
          • Data Issues
          • Bugs
        • Questions?
      • Data Cleanup workgroup
        • Members
        • About
      • location-search
        • Requirements
        • Installation
        • Tutorial
      • ArchivesSpace Member Forum Demo: Reporting and MySQL
        • Getting Started
          • Logging in
          • SELECT statements
          • JOINS
          • Conditions, filters, etc.
        • Use Case 1: Column Counts
        • Use Case 2: Inventories
        • Use Case 3: Items of a Given Type/Subrecords
        • Use Case 4: Time- or Location-Based Reporting
        • Use Case 5: Linked Records
      • scrapework
        • Requirements
        • Getting Started
      • time-savers
      • utilities
      • aspace_generate_sort_order
        • What does this application do?
        • Requirements
        • Tutorial
          • Generating the input file
          • Configuration settings
          • Running the application
          • Output
      • aspace_preservica_db
        • Tables
          • archival_object
          • digital_object
          • digital_object_component
          • restriction
          • hierarchy
          • collection
          • deliverable_unit
          • manifestation
          • digital_file
        • Extracting Data from Source Databases
          • ArchivesSpace
          • Preservica
        • Initializing the aspace_preservica_db Database
          • Run process_xml_for_db.py
          • Run db_manager.py
          • Run SQL updates to fix field formatting
          • Derive parent deliverable unit data
        • Updating the aspace_preservica_db Database
          • Checking for new data
          • Adding new data to the database
          • Design Notes and To-Dos
            • Reconciling missing data
      • ArchivesSpace Tools
        • Requirements
        • Installation
        • Tutorial
          • What does this package do? Who is it for?
          • Configuration
          • Running aspace_tools within an interactive session
            • Creating an ASpaceConnection object
            • Making a Request
            • Making multiple requests in an interactive session
            • Operating on individual records
          • Using aspace_tools in your own code
        • Module Overview
          • aspace_requests.py
          • aspace_run.py
          • generate_script.py
          • aspace_utils.py
          • data_processing.py
          • ead_tools.py
      • aspace_user_tools
      • av_captions_transcripts
        • Getting started
      • Born Digital File Level Minimum
        • What’s in this repository
          • bd_file_level_minimum.xlsm
          • bd_file_level_minimum.py
            • Requirements
            • Preparing Inputs
            • Tutorial
          • bd_file_level_minimum.sql
      • chit_archives_scripts
        • Requirements
        • Survey
          • Metadata schemas and controlled vocabularies for agents and subjects currently in use by YUL special collections and BRBL
            • Metadata schemas
            • Controlled vocabularies
          • Overview of previous reconciliation work performed on archival metadata
        • Work Plan
        • Reports from ArchivesSpace
        • Data Sources
        • Resources to Consult
      • MSSA Copy Order Fulfillment
        • What’s included
        • Proposed workflow
      • Digital data
        • What’s in this repository
          • Notes
          • Events
          • Digital Content Links
          • Thumbnail Links
          • BornDigital Access Restriction Types
          • Duration Extents
          • Byte Count Extents
      • DMAC Data Documentation: Overview
      • ead_transformer
        • Requirements
        • Tutorial
      • etd_ingest
  • Related Documentation
dmac_data_docs
  • »
  • Policies
  • View page source

Policies

A place to put DMAC policies

  • ArchivesSpace Agent and Subject Records: Best Practices
  • ArchivesSpace API Best Practices
  • Yale ArchivesSpace User Management Policy
  • Conditions Governing Access Notes for Born-Digital Material
  • Container Profile Records
  • Guidelines for Transferring Collections Between Repositories
  • Proposed Best Practices for ArchivesSpace Metadata Creation
  • ArchivesSpace Software Development Policy
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