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Recommendations

The ArchivesSpace User Advisory Council Reports Subteam recommends the following of inclusion in the 2017 March release of ArchivesSpace.

  • The committee recommends keeping and removing options from the current pre-defined reports available as a Background Jobs in the application.

    TitleDispostionPriorityNotes
    Names List ReportKeep

    High

    		Rename "Agents List Report" to better correspond with labels used in staff interface.
    Digital Object List Table ReportKeep

    High


    Digital Object File Versions ReportKeep

    High


    Unprocessed Accessions ReportKeep

    High


    Shelflist ReportNew

    High


    Accession Record ReportNew

    High


    Subject with Linked Records ReportNew

    High


    Accession Receipt ReportNew

    High


    Resources Deaccessions List ReportKeep

    Medium


    Accessions Deaccessions List ReportKeep

    Medium


    Resources Restrictions List ReportKeep

    Low


    Accession Unprocessed ReportKeep

    Low


    Accessions Acquired ReportKeep

    Low


    Accessions Subjects Names Classifications List ReportKeep

    Low


    Accessions Uncatalogued ReportRemove

    Accessions Production ReportRemove

    Repository ReportRemove

    Accessions Locations List ReportRemove
    		Replace with new Shelflist Report.
    Accessions Records ReportRemove
    		Replace with new Accession Record Report.
    Subject List ReportRemove
    		Replace with new Subject with Linked Records Report.
    Names to Non Preferred ReportRemove

    Location Records ReportRemove
    		Replace with new Shelflist Report.
    Resources Instances List ReportRemove
    		Replace with new Shelflist Report.
    Resources Locations List ReportRemove
    		Replace with new Shelflist Report.
    Accession Receipt ReportRemove
    		Replace with new Accession Receipt Report
    Accessions Cataloged ReportRemove

    Accessions Inventory ReportRemove
    		Replace with new Accession Record Report.
    Accessions Processed ReportRemove

    Created Accessions ReportRemove
    		Replace with new Accession Record Report.
  • The committee recommends adding the following new reports.
    • Shelflist Report
    • Accession Record Report
    • Accession Receipt Report
    • Subject with Linked Records Report
  • The committee recommends considering the adoption of a limited set of new formatting requirements:
    • A report will be able to be canceled after it has started and before it has completed.
    • Data exported as CSV must be in tabular format so as to allow archivists the ability to sort, filter, edit, and format the exported data and to enable the creation of summary charts and tables.
    • Report data exported as HTML must exclude HTML styles and classes, including colors, fonts, etc, thereby enabling easier use of data in a variety of content management systems.
    • Enumeration identifiers should be automatically translated to the enumeration values.  For example, if the user wants the extent type to display, the number 277 should be automatically translated to “linear feet” in the resulting export.
    • Brackets, quotation marks, commas, and null values should be removed from reported identifier fields, including accession, resource, and digital object identifiers. Instead, subfields should be separated by hyphens, e.g. ABC123-DEF456-GHI789-JKL123.
    • Report data exported in PDF and RTF formats must include footers that feature the title of the report, the date the report was generated, and the page number.
    • Report data exported in PDF, RTF, and HTML formats must use appropriate use heading tags (h1, h2, etc.) to facilitate accessibility.
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