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Overview

On December 19, 2014, the ArchivesSpace User Advisory Council Reports Subgroup agreed to develop a list of potential reports for ArchivesSpace modules and functions that do not exist in the Archivists' Toolkit. These "conceptual reports" should describe the report, record what the report will accomplish, and indicate the data to be included.

(mdc: just a quick note that we'll also need to add additional options/parameters to carry-over reports from the AT.  e.g. group by classification groups in an accessions/resources report; whole/part extents; etc)

Notes about this matrix:

  • RAD=Resource, Accession, or Digital Object
  • Record Type refers to the top level material description records: Accessions, Resources, and Digital Objects.

Elements

Each ArchivesSpace report should include the following elements:

  1. Title of report
  2. Repository
  3. Location
  4. Date Range
  5. Contents
  6. Summary
  7. Sections (if applicable)
  8. Page numbers

Style Guide

Additionally, each ArchivesSpace report should be styled as follows:

  1. Tables should have repeating table headings across multiple pages.
  2. Table data should be sorted by RAD Identifier.
  3. Each report section (defined by the primary and secondary sort) should begin on a new page.
  4. Frequency data analysis/summary should be displayed in a bar chart.
  5. Ratio data analysis/summary should be displayed in a pie chart.
  6. Longitudinal data analysis/summary should be displayed in a line chart.

Template

See the ArchivesSpace Report Template for an example of the elements and their styling.

Collection Management

TitleDescription/Use CaseUse CaseDataParametersPrimary SortSecondary Sort
Collection Management: Overview

List of all Accessions, Resources, and Digital Objects with data entered in the Collection Management module.

 
  1. RAD Identifier
  2. RAD Title
  3. Resource Type
  4. Cataloged Note
  5. Priority
  6. Processing Status
  7. Extent
  8. Extent Type
  9. Rights Determined?
  1. Date range
  2. Repository
  3. Location
    ?
Record TypeNone
Collection Management: Processing Priority

List of Accessions, Resources, and Digital Objects.

Determine processing priorities.
  1. RAD Identifier
  2. RAD Title
  3. Priority
  4. Extent
  5. Extent Type
  1. Date range
  2. Repository
  3. Location
    ?

Priority

 

Record Type

Collection Management: Processing Status Determine work assignments.
  1. RAD Identifier
  2. RAD Title
  3. Processing Status
  4. Extent
  5. Extent Type
  1. Date range
  2. Repository
  3. Location
    ?
Processing StatusRecord Type

Rights Statements

TitleDescriptionUse CaseDataParametersPrimary SortSecondary Sort
Restricted Resources and AccessionsList of restricted resources or accessions generated with active Rights Statements. 
  1. RAD Identifier
  2. RAD Title
  3. Rights Type
  4. Restrictions
  5. Restrictions Start Date
  6. Restrictions End Date
   
Institutional Policy Rights StatementsList of Institutional Policy rights statements associated with resource or accession records. Report generated when Rights Type is Institutional Policy in Rights Statements module. 
  1. RAD Identifier
  2. RAD Title
  3. Permissions
  4. Restrictions
  5. Restrictions Start Date
  6. Restrictions End Date
   
Intellectual Property Rights StatementsList of intellectual property rights associated with resource or accession records. Report generated when Rights Type is Intellectual Property in Rights Statements module. 
  1. RAD Identifier
  2. RAD Title
  3. IP Status
  4. IP Expiration Date
  5. Jurisdiction
  6. Permissions
  7. Restrictions
  8. Restrictions Start Date
  9. Restrictions End Date
   
LicensesList of License Rights Statements associated with resource or accession records. Report generated when Rights Type is License in Rights Statements module. 
  1. RAD Identifier
  2. RAD Title
  3. License Identifier Terms
  4. Permissions
  5. Restrictions
  6. Restrictions Start Date
  7. Restrictions End Date
   
StatutesList of Statute Rights Statements associated with resource or accession records. Report generated when Rights Type is Statute in Rights Statements module. 
  1. RAD Identifier
  2. RAD Title
  3. Statute Citation
  4. Jurisdiction
  5. Permissions
  6. Restrictions
  7. Restrictions Start Date
  8. Restrictions End Date
   
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