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Archeion Workshop Amanda Hill Archeion Coordinator
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Archeion workshops, March 2012

Jun 20, 2015

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Amanda Hill

Slides presented at Archeion workshops in March 2012.
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Page 1: Archeion workshops, March 2012

Archeion Workshop

Amanda HillArcheion Coordinator

Page 2: Archeion workshops, March 2012

ARCHEION

Page 3: Archeion workshops, March 2012

Archeion

• Ontario’s archive information network• Established in 1999• Holds over 8,000 fonds- and collection-level

descriptions from more than 70 institutions across Ontario

• One of a network of provincial systems feeding in to ArchivesCanada

• Major upgrade in 2011 with a move of all existing information to ICA-AtoM software

Page 4: Archeion workshops, March 2012

Old ARCHEION combined creator information with fonds description

Information about

records

Information about

creator(s)Archival description

Page 5: Archeion workshops, March 2012

Institutional information held elsewhere

Information about

records

Information about

creator(s)Archival institutions

Held in ARCHEION

Held on AAO site

Page 6: Archeion workshops, March 2012

New Archeion’s structure

Online display

Archival institutions

Record creatorsArchival descriptions

Page 7: Archeion workshops, March 2012
Page 8: Archeion workshops, March 2012
Page 9: Archeion workshops, March 2012

Standards-based records

• ISDIAH – International Standard for Describing Institutions with Archival Holdings

• RAD – Rules for Archival Description

• ISAAR-CPF – International Standard for Archival Authority Records - Corporate, Personal, Family

Archival institutions

Archival descriptions

Record creators

Page 10: Archeion workshops, March 2012

Easy to update

Archival institutions

Archival descriptions

Record creators

All these records can be edited by

Archeion contributors

Page 11: Archeion workshops, March 2012
Page 12: Archeion workshops, March 2012

CREATING ARCHEION RECORDS: INSTITUTIONAL INFORMATION

Page 13: Archeion workshops, March 2012

Institution records (ISDIAH)

• Minimal records at the moment– Name of institution– Contact details

• Can hold a lot of quite detailed information:– Opening hours– Accessibility – Collecting policy…

Page 14: Archeion workshops, March 2012

Form-based data entry

Page 15: Archeion workshops, March 2012

Click on headings to open section

Page 16: Archeion workshops, March 2012

CREATING ARCHEION RECORDS: AUTHORITY RECORDS

Page 17: Archeion workshops, March 2012

Authority records (ISAAR-CPF)

• Records describing people, organizations, families who created records or were the subject of them

• Created using Biographical sketch/Administrative history fields from existing ARCHEION records

• Can hold additional information, allowed for by the ISAAR-CPF standard

Page 18: Archeion workshops, March 2012

Check existing authority files

• Import from ARCHEION usually worked fine, but occasional issues

• If there was more than one creator associated with a fonds, the biographical/admin information might have been linked with the wrong one

Page 19: Archeion workshops, March 2012

Authority file import issues

• Biographical information was overwritten if a name appears more than once– Not a problem within a single repository– Can be an issue if an archive creator is represented in more

than one repository– Or if records for a single individual exist in both English and

French versions

• Check your own descriptions for anomalies– Original EAD records from the old system have been retained

and information can be retrieved from them, if needed

Page 20: Archeion workshops, March 2012
Page 21: Archeion workshops, March 2012
Page 22: Archeion workshops, March 2012

Creating new authority files

• Log in to Archeion

Page 23: Archeion workshops, March 2012

Authority record editing screen

Page 24: Archeion workshops, March 2012

Mandatory fields

• Type of entity– Corporate body, Family or Person

• Authorized form of name• Dates of existence– Put dates here rather than in the name field

• Description identifier– Leave this blank unless you have a local identifier

for name authority files

Page 25: Archeion workshops, March 2012

Other important fields

• Other forms of name– E.g. maiden names, pseudonyms

• History– Narrative (equivalent to RAD Biographical

Sketch/Administrative History)• Language– Record the language of the authority file

• Source– Record any printed or online sources used in creating

the authority record

Page 26: Archeion workshops, March 2012

Relationships

• Separate authority files can be linked to more than one archival description, saving duplication of information

Record creator

Archival description

Archival description

Page 27: Archeion workshops, March 2012

Relationships between creators

• Links can also be made between authority files

Organization

Organization

Person

Family

Member of

Predecessor of

Founder

of

Page 28: Archeion workshops, March 2012

Categories of relationship

• Hierarchical– Superior/subordinate, owner of/owned by

• Temporal– Over time, e.g. predecessor/successor

• Family• Associative– Any other sort of relationship between entities

Page 29: Archeion workshops, March 2012

Links between authority files

• A link between two authority records can be made in either record

• Once established, the link will automatically appear in the other file

Page 30: Archeion workshops, March 2012

Tips for authority files

• Check that the person/family/organization isn’t already in the system before you start creating one

• You can edit existing authority records, even if you did not create them, but you can’t delete them– Think of the authority files as a community resource– Don’t get too possessive about them

• We don’t want any Wikipedia-style editing wars

• Once you click ‘Create’, the authority file record is live on the Archeion website and visible to Google, even if you have marked it as a draft

Page 31: Archeion workshops, March 2012

CREATING ARCHEION RECORDS: ARCHIVAL DESCRIPTIONS

Page 32: Archeion workshops, March 2012

Archival descriptions

• Form is designed to reflect the fields in the Rules for Archival Description

• ‘Archeion for Archivists’ manual acts as a RAD-refresher for the fields required by Archeion

• It is easier to create authority files for creators of archives before you start on the archival description

Page 33: Archeion workshops, March 2012

Mandatory fields

• Title proper

• Level of description

• Repository

• Name of creator

• Date

• Physical description

• Scope and content

• Language (of materials)

• Restrictions on access

• Finding aids

Page 34: Archeion workshops, March 2012

Creation fields

Page 35: Archeion workshops, March 2012

Creation fields

Page 36: Archeion workshops, March 2012

Dates of creation area

Page 37: Archeion workshops, March 2012

Access points

• Archeion now has a place-name gazetteer and a list of (very general) subject headings

• Start typing a place name or subject and choose it from the drop-down list to add it to your description

Page 38: Archeion workshops, March 2012

Publishing descriptions

• Possible rights in relation to archival descriptions:– Create– Edit– Delete– Publish

• You will generally only have the right to edit, create, delete and publish your own institution’s descriptions

• Rights are customizable for each user of Archeion• Your institution must be an institutional member of

the Archives Association of Ontario

Page 39: Archeion workshops, March 2012

Tips

• You do not have to complete your description in one sitting

• Save your work at any time by clicking the 'Create' button at the bottom of the editing window (it then becomes a ‘Save’ button)

• An archival description is not visible to the public (or to search engines) until you change its status from ‘draft’ to ‘published’

• You can edit your description at any time, before or after publication, to correct it or add new information

Page 40: Archeion workshops, March 2012

More tips

• Be concise• Put key information at the start of longer text

fields, particularly:– History of person/family/corporate body– Scope and content

• Remember you are writing for a global audience– The reader is (probably) not in your building

Page 41: Archeion workshops, March 2012

In your first sentence…

• Include the name, birth and death dates, major occupation, and geographical area of the creator(s) in the biographical sketch/ administrative history.– Adam Lindsay Webb (b. 1879) was a physician who

practised in Brighton, Ontario.

• Give a single sentence overview in the scope and content note.– Fonds consists of photocopies of records created and

received by A.L. Webb, primarily relating to his medical practice.

Remember world-wide context…

Page 42: Archeion workshops, March 2012

Pitfalls

• Be careful when linking your description to your institution and to creators

• It’s easy to accidentally create a new institution or a new creator if you don’t click on the existing one

• Just type a few characters, not the whole name, then click on the name in the list

Page 43: Archeion workshops, March 2012
Page 44: Archeion workshops, March 2012

Adding lower levels of description

Page 45: Archeion workshops, March 2012

Display of lower levels

Page 46: Archeion workshops, March 2012

Information needed at lower levels

• You don’t need to add:– Repository– Creator (unless different

from top level)– Custodial history– Finding aids– (anything which is the same

for the whole fonds)

• You do need:– Title– Dates of creation– Physical description– Scope and content

• Some details are inherited from the fonds or collection description

Page 47: Archeion workshops, March 2012

Adding digital objects

• Digital materials can be added to archival descriptions at any level– You might want an image at fonds- or collection-level

to represent the whole group of records– Or you could associate a digital object from a

description of an item

• You can either upload objects to Archeion (cost implication) or link to objects hosted elsewhere (free)

Page 48: Archeion workshops, March 2012

Adding digital objects

Page 49: Archeion workshops, March 2012
Page 50: Archeion workshops, March 2012

Adding digital objects

Page 51: Archeion workshops, March 2012
Page 52: Archeion workshops, March 2012

Costs

• Artefactual will provide hosting space for digital objects

• AAO will pay for 1 gigabyte of storage space for institutional members

• Any additional space will be paid for by institutions to Artefactual

Page 53: Archeion workshops, March 2012

DEMO

Page 54: Archeion workshops, March 2012

Coordinator contact details

• Amanda Hill• [email protected]• 416-929-4447

Page 55: Archeion workshops, March 2012

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