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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

Report Definitions

Shelflist Report

Description

The Shelflist Report includes a list of all locations and their associated top containers.

Purpose

This report is intended to support storage assessment, inventorying, shelf-reading projects. It is designed to answer the following questions:

  • What are the locations that do not have associated containers?

  • What are the locations that have containers, and what containers are they and to what accessions and resources do they belong?  

  • What are the temporary locations and which ones have associated containers, and what containers are they and to what accessions and resources do they belong?

Data Sources

Label

Table

Field

Example

Repository

repository
name

Special Collections

Temporary Location

location
temporary_id

null

Building

location
building

Library

Floor

location
floor

4

Room

location
room

440

Area

location
area

Manuscripts

Location Barcode

location
barcode

11988006457623

Coordinate Label 1

location
coordinate_1_label

Row

Coordinate Indicator 1

location
coordinate_1_indicator

1

Coordinate Label 2

location
coordinate_2_label

Section

Coordinate Indicator 2

location
coordinate_2_indicator

1

Coordinate Label 3

location
coordinate_3_label

Shelf

Coordinate Indicator 3

location
coordinate_3_indicator

1

Location Profile

location_profile
name

Compact Storage Shelf

Title

accession
resource
title
title

Cadek Conservatory programs and photographs

Identifier

accession
resource
identifier
identifier

MS-009

Container Type

container
type_1_id

Box

Container Indicator

container
indicator_1

1

Container Barcode

container
barcode_1

11988006458544

Container Profile

container_profile
name

Document Case (Legal)

Formatting

Enumeration identifiers should be translated to their corresponding enumeration values for the fields listed below.

  • location.temporary_id
  • container.type_1_id

Brackets, quotation marks, commas, and null values should be removed from the fields listed below. Instead, subfields should be separated by hyphens, e.g. ABC123-DEF456-GHI789-JKL123.

  • accession.identifier
  • resource.identifier


Export Formats

Users of the Shelflist Report may export their data in the following formats.

  • CSV

  • PDF

  • RTF

  • HTML

  • JSON

Additional Notes

When constructing the report, care must be taken to allow nulls in all fields.  In particular, the report should not fail simply because an institution has chosen not to use the Location or Container Management functionality.

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