Skip to end of metadata
Go to start of metadata

The ArchivesSpace Member Forum is a free event open to all staff from ArchivesSpace member institutions. Come to share and learn about experiences implementing, using, and developing for ArchivesSpace. We are currently planning the event and developing the program and look forward to sharing more information in the coming months. Please get in touch if you have ideas or would like to participate.

Date: July 25, 2017

Location: Smith Memorial Student Union, Portland State University, Portland, Oregon  

This site is within walking distance of the Hilton Portland and accessible via light rail from the Oregon Convention Center and other Portland site. More information on getting to campus is available on Portland State's website.

Planning Committee

  • Lisa Calahan, University of Minnesota
  • Johanna Carll, Harvard University
  • Celia Caust-Ellenbogen, Swarthmore College
  • Maggie Hughes, UCLA
  • Sue Luftschein, University of Southern California
  • Jaime Margalotti, University of Delaware
  • Jenny Mitchell, Louisiana State University
  • Elizabeth Russell, University of Maine
  • Linda Sellars, North Carolina State University
  • Mariella Soprano, Caltech
  • Kelly Spring, UC Irvine
  • Christine Di Bella, ArchivesSpace

Online Registration

Available via Eventbrite at

Schedule Overview

(Program subject to change; more details coming soon)

Morning Program


9:00-9:30 a.m. Welcome and Program Update

9:30-10:00 a.m. Q&A 

10:00-10:30 a.m. Overview of the New Public User Interface

10:30-10:45 a.m. BREAK

Updates and Focus Groups On Different Areas of the Application

10:45-11:00 a.m. Staff Interface Enhancement Effort

11:00-11:15 a.m. Agents Module Redesign

11:15-11:30 a.m. Integrations with Other Applications

11:30-noon Focus groups on these topics

noon-1:00 p.m. LUNCH - take in Portland State's eateries or food trucks on your own

Afternoon Program


1:00-2:15Introduction to Working with the ArchivesSpace API, part 1Rolling Out the New PUI, part 1How to Get Involved in the ArchivesSpace Community/Ask an ExpertBetter Collection Control with ArchivesSpace
2:25-3:40Introduction to Working with the ArchivesSpace API, part 2Rolling Out the New PUI, part 2Migration and Data CleanupReports and Report Workarounds
4:00-5:00Lightning Round - ArchivesSpace Tips, Tricks, and Ideas
5:00-5:30Wrap Up


(please bring a laptop if you would like to participate in hands on activities; more information will be provided to workshop registrants closer to the time of the Forum)

1:00-3:40 Workshop: Introduction to Working with the ArchivesSpace API (pre-registration required)

Instructor: Lora Davis, Johns Hopkins University

Have you ever heard the phrase, "Use the API for that!" and wished you actually could? This workshop will familiarize participants with Application Programming Interfaces (APIs) in general, and illustrate salient points with a deep dive into the ArchivesSpace API in particular. After presenting a brief history of APIs, participants will be led through several hands-on exercises illustrating how APIs can aid you in your archival work. This workshop is intended for novice users of web applications with APIs (such as ArchivesSpace). No command line or programming experience is necessary.

1:00-3:40 Workshop: Rolling Out the New Public User Interface with Staff and Researchers (pre-registration required)

Instructors: Mark Custer, Yale University; Susan Pyzynski, Harvard University

Beginning with ArchivesSpace 2.1, the Public User Interface (PUI) for ArchivesSpace has been completely redesigned. Following on from the morning's overview, this deep dive session will examine some of the new PUI's advanced features, show you how to configure various options and customize it for your institution, and offer strategies for rolling it out with staff and researchers.

Concurrent Sessions

1:00-2:15 Getting Involved in the ArchivesSpace Community/Ask an Expert

Speakers: ArchivesSpace Program Staff and Advisory Council Members

Are you wondering where to start with ArchivesSpace? Get oriented to the different groups leading ArchivesSpace activities and the tools we use to share and communicate. Get your questions about the community and the application answered by power users. This session may be especially useful for those new to the ArchivesSpace community, but all are welcome to join, to either ask or answer questions. 

1:00-2:15 Better Collection Control with ArchivesSpace

Speakers: Maureen Callahan, Smith College; Alicia Detelich, Yale University; Rachel Searcy, New York University

ArchivesSpace is an “archives information management application,” and much more than a finding aid maker. The system includes a number of pieces of functionality - some original to the predecessor applications and others newly developed and incorporated into the core code - that support better collections control. In this session, we will (re-)introduce some of these features, share our use cases for applying them to real situations that impact the user experience, share ideas about how to remediate existing data to make it compatible with these functions, and start talking about a shared toolbox of fixes to help with issues that many of us have. We also want to hear your use cases, the challenges you are facing, and the solutions you might explore. We hope that this session will help empower users to look at this functionality and the system more broadly as a tool to work with in order to achieve the ultimate goals of improved collections care and increased accessibility. Make the system work for you, not the other way around.

2:15-2:25 BREAK

2:25-3:40 Migration and Data Cleanup

Speakers: Benn Joseph, Northwestern University; Miloche Kottman, University of Kansas; Caitlin Wells, University of Michigan

Come learn about different projects and workflows people have undertaken to migrate their data to ArchivesSpace and clean it up once it's there. Speakers will address Archon and PastPerfect migrations, and a project to cleanup subject and agent records for better authority control.

2:25-3:40 Reports and Report Workarounds

Speakers: Nancy Enneking, Getty Research Institute; Laney McGlohon, ArchivesSpace

Join two people who have been deeply engaged with the reports functionality of ArchivesSpace in this 75-minute session covering functionality available in the current release, a discussion of the process through which the reports are being revised, and a preview of coming functionality (~20 min); a  brief demonstration of other methods of extracting data from the system (establishing an ODBC connection to connect external reporting tools) and a few things to know about the tables (~30 min); and a group discussion on how the existing reports are working and what else the participants would like to see in terms of core functionality, additional canned reports, etc.. (~20 min).

3:40-4:00 BREAK

Ideas for Everyone

4:00-5:00 ArchivesSpace Tips, Tricks, and Ideas

Speakers: Alexis Antracoli, Princeton University; Lisa Calahan, University of Minnesota; Alexandra Orchard, Wayne State University; Devon Proudfoot, University of Michigan

Anything goes in this lightning round offering tips, tricks, and ideas for using ArchivesSpace. Hear what others have done and contribute your own thoughts and ideas.

5:00-5:30 Wrap Up

  • No labels