Archives

Please contact Axiell Support:

  • If the Archives utility is not already enabled in your implementation of EMu: some customization of the Catalogue module is required.
  • If the Archives utility is already enabled but does not include the new tabs introduced with EMu 6.3, and you would like them implemented:

EMu's Archives utility is an extension of the Catalogue module.

Archival description is the process of capturing, collating, analysing and organizing any information that serves to identify, manage, locate and interpret the holdings of an archival institution and explain the contexts and record systems from which these holdings were selected (Definition from the Society of American Archivists).

There are a number of Archiving standards and EMu's Archives utility has been developed in compliance with:

  • ISAD(G) - General International Standard Archival description (Second Edition), maintained by the International Council of Archives (ICA).
  • The EAD - Encoded Archival Description - document type definition (DTD), which specifies the elements for description of archival collections. EAD is maintained by the US Library of Congress in partnership with the Society of American Archivists.

The ISAD(G) standard specifies that:

  • Archival finding aids (descriptions of archival collections) are hierarchical and multi-level in their structure.
  • Levels of description within finding aids should move from a general description of the archive at the highest level to a specific description of each individual 'record' or 'item' at the lowest level of description.

The Standard presents a set of rules for archival description that seeks to:

  1. Ensure the creation of consistent, appropriate, and self explanatory descriptions.
  2. Facilitate the retrieval and exchange of information about archival material.
  3. Enable the sharing of authority data.
  4. Make possible the integration of descriptions from different locations into a unified information system.

ISAD(G) names 26 elements that archivists can use within their finding aids to record descriptive information. There is a preferred structure for any given description and within the structure the elements are grouped in five (or six) information areas:

  • Identity Statement: identifies what is being described and says some significant things about what it is called.
  • Context: provides information about the origin and custody of the materials; background, context and provenance.
  • Content and Structure: provides information about the subject matter held within the materials, its form, and the way it is arranged.
  • Condition of Access and Use: informs users about availability.
  • Allied Materials: tells users about other materials that are significant to the ones being described.
  • There is a sixth area, Notes, in which anything else of interest not otherwise catered for is placed.

There has been an increasing need for an encoding standard for producing machine readable finding aids that would facilitate distribution of these aids via the internet. This is where the EAD comes in.

The EAD, or Encoded Archival Description, is a developing standard for encoding archive and library finding aids in the form of an SGML DTD (Standard Generalized Markup Language Document Type Definition). SGML is a neutral encoding system that makes it possible to share and reuse information in documents across software applications and across computing platforms.

Like ISAD(G), the EAD assumes that an encoded finding aid consists of hierarchically organized information that describes a unit of records or papers along with its component parts. The EAD standard's document type definition (DTD) specifies the elements to be used to describe a manuscript collection as well as the arrangement of those elements. The EAD tag set has 146 elements and is used both to describe a collection as a whole, and also to encode a detailed multi-level inventory of the collection.

When the Object Type: (Object Details) in the Catalogue module is an archive (e.g. Archive - EAD, Archive - ISAD(G)), various archives tabs are added to the Tabs pane and an Archives tab with commands for working with an archive hierarchy is added to the Ribbon:

Archive Browse

You can work with your archives on the Archives tab and / or with the Archives Browse panel. Commands / buttons for manipulating an archives hierarchy are available on the Archives tab itself (buttons to the right of the archive hierarchy) and on the Ribbon. We examine how to use these options here.

In response to a collaborative request from an archives working groupClosed comprising staff from Denver Museum of Nature and Science, Yale Peabody Museum of Natural History, Bristol Museum, National Naval Aviation Museum, Smithsonian National Museum of the American Indian, University of Leeds, and Bristol Records Office a number of changes were introduced with EMu 6.3 to improve the management of archives. These include:

  • One-step sibling / child record creation for faster Archives hierarchy management.
  • An Archival: (Derived Names) field in the Parties module, intended to improve cross-matching terminology with other collections.

    An Archival: (Derived Names) field has been added to the Parties module:

    Archival Derived name

    The format of the field is:

    {NamLast}, {NanFirst} {NamMiddle}, {NamTitle}, {BioBirthEarliestDate}-{BioDeathLatestDate}

Optionally:

  • An Accession tab for capturing information needed before or during accessioning and before processing.
  • An alternative Control Access tab designed to improve cross-matching terminology with other collections.

Note: Enabling the new tabs in your system will require some modest customization of the Catalogue module by Axiell developers. Please contact Axiell Support before your upgrade for details.

Tab Description

Archives

To help visualize the layout of an archive, the Catalogue module includes a tab with a tree view of the structure. The Archives tab displays the hierarchy of the archive with icons used to differentiate between the various levels (fonds, series, etc.):

Archives tab

Levels of the repository can be collapsed or expanded as necessary by clicking the Expand or Contract Contract icon beside a Level.

There are seven levels to the hierarchy:

Icons

Level of arrangement of the unit of description

Repository

Repository

Fond

Fond

Sub-fond

Sub-fond

Series

Series

Sub-series

Sub-series

File

File

Item

Item

The current record, in this case [BW/E], Fonds, Estate, Maps and Plans is underlined.

As you move through the Archives hierarchy it is a simple matter to return to the current recordClosed The record currently displayed in Details View or highlighted in List View (there is a faint dotted line around it). It is only possible to have one current record at a time. by clicking:

  • Select Current on the Archives tab of the Ribbon

    -OR-

  • Select the current record Select Current Record button beside the Archives hierarchy.

The Archives tab provides functionality to relocate the current record within the hierarchy. For example, the current record can be drag-and-dropped to another position in the hierarchy, a move that shifts the record and all its children to the new location.

The Archives tab is sufficient for viewing the structure of the hierarchy for the current record, but it does not provide a simple mechanism for relocating other records within the hierarchy (i.e. records other than the current record), nor does it allow the hierarchy to be restructured easily. To address these two shortcomings and provide a constant visual reminder of the archive hierarchy, EMu includes the Archive Browse panel.

See How to work with the Archives hierarchy for details about how to rearrange the hierarchy, add records to the hierarchy and view records in the hierarchy on the Archives tab.

Accession

Record information that is needed before or during accessioning and before archival processing:

  • Attach to (reference) one or more Accession Lots.
  • List multiple Extents1 and link these to various locations.
  • Record multiple types of assessments (such as priority for cataloguing or priority for conservation, etc.).
  • Various summary details such as Description, Processing Plan, Conservation Needs.

Accession tab

Note: This is an optional tab introduced with EMu 6.3. Some customization of the Catalogue module is required to make this tab available. Contact Axiell Support.

EAD

The numerous EAD wrappers, elements and sub-elements are collected in six tabs according to the EAD standard's broad sections (eadheader, archdesc, etc.) and groups (Profile Description, File Description, etc.).

EAD Header

EAD Header

Detailed information about each EAD element can be found by following the links below to The Library of Congress definitions:

Level / Component

Component

Component

Detailed information about each EAD element can be found by following the links below to The Library of Congress definitions:

Unit Details

Description

Description

Detailed information about each EAD element can be found by following the links below to The Library of Congress definitions:

Archival Description

Access

Access

Detailed information about each EAD element can be found by following the links below to The Library of Congress definitions:

Access and Use

Additional

Additional

Detailed information about each EAD element can be found by following the links below to The Library of Congress definitions:

Additional Information

Control Access

There are two versions of this tab; only one will be available in your Catalogue module:

Control Access

Detailed information about each EAD element can be found by following the links below to The Library of Congress definitions:

Names

An alternative version of this tab was introduced with EMu 6.3. Rather than only using Lookup Lists to record names and geographical locations, a number of name fields attach to records in the Parties and Sites modules. An additional Subject field linked to the Thesaurus has been added:

Control Access tab

Note: Some customization of the Catalogue module is required to make this alternative version of the Control Access tab available. Contact Axiell Support.

ISAD(G)

The 26 elements of the ISAD(G) standard are collected in three tabs, across seven areas:

  1. Identity Statement
  2. Context
  3. Content and Structure
  4. Conditions of Access and Use
  5. Allied Materials
  6. Notes
  7. Description Control Area

    The ISAD(G) standard can be downloaded as a pdf from the International Council of Archives website.

    The bracketed number beside each field name is the ISAD(G) reference number for the element.

Identity

ISAD(G) Identity

ISAD(G) areas and the relevant ISAD(G) reference:

Identity Statement (3.1):

  • Level of Description (3.1.4)
  • Reference Code (3.1.1)
  • Title (3.1.2)
  • Date(s) (3.1.3)
  • Extent and Medium (3.1.5)

    Context (3.2):

  • Creator (3.2.1)
  • Biographical History (3.2.2)
  • Archival History (3.2.3)
  • Immediate Source (3.2.4)

Content

Content

ISAD(G) areas and the relevant ISAD(G) reference:

Content and Structure (3.3):

  • Scope and Content (3.3.1)
  • Appraisal Information (3.3.2)
  • Accruals (3.3.3)
  • System of Arrangement (3.3.4)

    Conditions of Access and Use (3.4)

  • Language Material (3.4.3)
  • Access Conditions (3.4.1)
  • Reproduction Conditions (3.4.2)
  • Physical / Technical (3.4.4)
  • Finding Aids (3.4.5)

Allied Materials

Allied Material

ISAD(G) areas and the relevant ISAD(G) reference:

Allied Materials (3.5)

  • Location of Originals (3.5.1)
  • Location of Copies (3.5.2)
  • Related Units (3.5.3)
  • Publication Note (3.5.4)

    Notes Area (3.6)

  • Note (3.6.1)

    Description Control (3.7)

  • Date of Description (3.7.3)
  • Archivist's Note (3.7.1)
  • Rules or Conventions (3.7.2)

Relationships

As for the Catalogue module.

Location

As for the Catalogue module.

Condition

As for the Catalogue module.

Valuation

As for the Catalogue module.

Tasks

See Tasks tab for details.

Notes

See Notes tab for details.

Multimedia

See Multimedia tab for details.

Security

See Security tab for details.

Audit

See Audit tab for details.

Admin

See Admin tab for details.