Reports Subteam Meeting Minutes, 2017/01/18
Agenda
- Discuss drafting an update on Reports for dissemination on appropriate listservs.
- Discuss results of ArchivesSpace v1.5.2 Reports Review.
- Develop a prioritized list of existing and new reports for the March 2017 release of ArchivesSpace.
Attendance
The following members of the committee were present:
The following members of the committee were not present:
Minutes
- The subteam discussed the results of the ArchivesSpace v1.5.2 Reports Review and determined a prioritized list of reports to keep and remove, in addition to 5 new reports to develop for the March 2017 release. The results of this discussion are included in the Addenda below.
- The subteam discussed the challenge of repeatable fields, like extents and dates, for CSV exports. A full description of the issues is included the Addenda below. The group agreed that all CSV exports should feature separate columns for each discrete value, but failed to come to a consensus about whether (1) repeatable fields should be entered in separate columns, (2) the entire record should be repeats to accommodate repeatable fields, or (3) we should adopt a hybrid approach depending on the need to statistically analyze data in a given field.
Option 1
Identifier Title Date Label Date Expression Date Begin Date End Date Label Date Expression Date Begin Date End Extent Portion
Extent Number
Extent Type
Extent Portion
Extent Number
Extent Type
MS-122 Nancy Enneking papers Creation 1998-2002 1998 2002 Bulk 2001 2001 Part 97.98 Linear Feet Part 55.8 Gigabytes MS-123 Nikki Thomas papers Creation 2012-2016 2012 2016 Whole 2 Linear Feet Option 2
Identifier Title Date Label Date Expression Date Begin Date End Extent Portion
Extent Number
Extent Type
MS-122 Nancy Enneking papers Creation 1998-2002 1998 2002 Part 97.98 Linear Feet MS-122 Nancy Enneking papers Bulk 2001 2001 Part 55.8 Gigabytes MS-123 Nikki Thomas papers Creation 2012-2016 2012 2016 Whole 2 Linear Feet Option 3
Identifier Title Date Label Date Expression Date Begin Date End Date Label Date Expression Date Begin Date End Extent Portion
Extent Number
Extent Type
MS-122 Nancy Enneking papers Creation 1998-2002 1998 2002 Bulk 2001 2001 Part 97.98 Linear Feet MS-122 Nancy Enneking papers Creation 1998-2002 1998 2002 Bulk 2001 2001 Part 55.8 Gigabytes MS-123 Nikki Thomas papers Creation 2012-2016 2012 2016 Whole 2 Linear Feet - The group decided that list reports (reports with basic information, extents, and dates) should include a CSV export, however, record reports (fuller reports with basic information, extents, dates, notes, instances, subjects, agents, etc.) should not include a CSV export as the CSV for such a detailed report is not ideal for statistical analysis purposes.
Action Items
- Members of the subteam should review the list of ArchivesSpace Reports Priorities, March 2017 Release addendum and send any comments to the group by 8AM ET Monday, January 23, 2017.
Addenda
ArchivesSpace Reports Priorities, March 2017 Release
Title | Dispostion | Priority | Notes |
---|---|---|---|
Names List Report | Keep | High | Rename "Agents List Report" to better correspond with labels used in staff interface. |
Digital Object List Table Report | Keep | High | |
Digital Object File Versions Report | Keep | High | |
Unprocessed Accessions Report | Keep | High | |
Shelflist Report | New | High | |
Accession Record Report | New | High | |
Subject with Linked Records Report | New | High | |
Accession Receipt Report | New | High | |
Resources Deaccessions List Report | Keep | Medium | |
Accessions Deaccessions List Report | Keep | Medium | |
Resources Restrictions List Report | Keep | Low | |
Accession Unprocessed Report | Keep | Low | |
Accessions Acquired Report | Keep | Low | |
Accessions Subjects Names Classifications List Report | Keep | Low | |
Accessions Uncatalogued Report | Remove | ||
Accessions Production Report | Remove | ||
Repository Report | Remove | ||
Accessions Locations List Report | Remove | Replace with new Shelflist Report. | |
Accessions Records Report | Remove | Replace with new Accession Record Report. | |
Subject List Report | Remove | Replace with new Subject with Linked Records Report. | |
Names to Non Preferred Report | Remove | ||
Location Records Report | Remove | Replace with new Shelflist Report. | |
Resources Instances List Report | Remove | Replace with new Shelflist Report. | |
Resources Locations List Report | Remove | Replace with new Shelflist Report. | |
Accession Receipt Report | Remove | Replace with new Accession Receipt Report | |
Accessions Cataloged Report | Remove | ||
Accessions Inventory Report | Remove | Replace with new Accession Record Report. | |
Accessions Processed Report | Remove | ||
Created Accessions Report | Remove | Replace with new Accession Record Report. |
Repeatable Fields Issue
Some fields, for lack of a better term, are repeatable. Dates, Extents, Related Accession/Resources, Agent Links, Subjects, and Instances are good examples. For our HTML, PDF, and RTF exports, these pose little issue, as we can simply use an unordered list to display multiple entries in our repeatable fields under a subheading. Below is an example of an HTML, PDF, or RTF export of repeatable field data.
Extents
- Part, 97.98 Linear Feet (212 Boxes)
- Part, 55.8 Gigabytes (219 Files)
Instances
- Library, 5, 516, Manuscripts, Row 1, Section 1, Shelf 1, 11988006458623
- Box 1, 11988006458544, Document Case (Legal)
- Box 2, 11988006458545, Document Case (Legal)
The problem occurs when we try to translate repeatable field data to a CSV export. Below are a few options.
Add repeatable fields in separate, repeated columns.
Identifier
Title
Date
Date
MS-122
Nancy Enneking papers
Creation, 1998-2002
Bulk, 2001
Repeat the entire record to accommodate repeatable fields.
Identifier
Title
Date
Extent
MS-122
Nancy Enneking papers
Creation, 1998-2002
Part, 97.98 Linear Feet (212 Boxes)
MS-122
Nancy Enneking papers
Bulk, 2001
Part, 55.8 Gigabytes (219 Files)
Separate multiple entires in a repeatable field with a semicolon in a single CSV field.
Identifier
Title
Date
Extent
MS-122
Nancy Enneking papers
Creation, 1998-2002; Bulk, 2001
Part, 97.98 Linear Feet (212 Boxes); Part, 55.8 Gigabytes (219 Files)
Take a hybrid approach.
Identifier
Title
Date
Extent Number
Extent Type
MS-122
Nancy Enneking papers
Creation, 1998-2002; Bulk, 2001
97.98
Linear Feet
MS-122
Nancy Enneking papers
Creation, 1998-2002; Bulk, 2001
55.8
Gigabytes