(WHS Archives) Electronic Records -- Cataloging and ArchivesSpace
Specific instructions for born digital electronic records and digital surrogates
Electronic Records
Bibliographic
Update MARC Bibliographic record in OCLC, then export to Alma.
For more detailed instructions for working in OCLC and Alma see:
Born Digital
Add and/or edit the following fields as needed
- 300 __ [number] ǂf gigabytes [or largest byte size possible] (# files)
Note: A single 300 field for electronic records is fine, if known add # of files in parenthesis; however, if specifying by type, have multiple 300s including type in parenthesis (3 digital video files) - 506 __ RESTRICTED [(accession number)]: See Archives Reference Staff for access to electronic records onsite.
Note: Add only for records which can only be seen onsite. Otherwise remove old 506s for electronic records access. - 500 __ These records have been assigned Series ####
Note: Series numbers may be added to an old collection (same goes for manuscripts and local government records) - 541 1_ ǂ8 #.1\a ǂe [accession #] ǂ3 [description of records] Quantity: [number] gigabytes
Note: Qty in 541 should equal 583 Accession(s) minus 583 Deaccession(s) - 583 1_ ǂ8 #.2\a ǂa Accessioned ǂn [number] ǂo gigabytes ǂc yyyymmdd ǂk [initials]
- 583 1_ ǂ8 #.3\a ǂa Deaccessioned-unprocessed ǂn [number] ǂo gigabytes ǂc yyyymmdd ǂk [initials]
- 655 _7 Electronic records (digital records) $2 aat
Note: change Machine-readable to the new form - 856 40 ǂu [Preservica url] ǂz Electronic files available through Preservica.
Note: Only one born digital needed in a record.
Digital Copies available online
- 530 __ Digital reproductions available online.
or
530 __ ǂ3 [Specific portion of collection] ǂa available online.
Example: 530 __ ǂ3 Selection of photographs ǂa available online. - 856 41 ǂu [Permalink url] ǂz [Title of landing page or unique title.]
Note: Multiple 856 41 ok if copies are available in multiple locations there is not a collection landing page. [Is this still true? (20260701 aeb)]
Example:
856 41 ǂu http://www.wisconsinhistory.org/turningpoints/search.asp?id=1670 ǂz Speeches and other documents on environmental issues, 1962-1971, are also available online. - Permalinks [where are they found in the OrangeDAM] use if available.
Holdings for Born Digital
For more detailed instructions for adding holdings in Alma see:
- 852 8_ $$b WHSARCHIVE $$c elc $$h [accession number] $$j MAD Available online via Preservica. $$z [Description from bib 541 $3]
Note: 1 holdings for each format; if electronic records holdings are still part of the papers holdings add new holdings.
Items
- not applicable
Portfolio: add permalink in NZ
- Login to UW System Network Zone. This is different from the regular staff access. Special permissions needed.
- Search for bib record
- Edit Record in Metadata Editor
- Copy permalink in 856 40 [41] $$u
- +Add Inventory > Add Portfolio
- Descriptive Information -- Choose Title* [keep as is]
- General Information
- Portfolio type = part of an electronic collection
- Electronic Collection = WHS Archives Electronic Records (WHS Shared)
- Coverage Information = leave blank
- Inventory and Linkin Information -- URL -- [permalink]
- Notes -- Public note
State and Local = Includes accession(s) ####/### ; ####/###; etc.
Example: Includes accession 2019/076 and 2021/072.
Manuscripts = [Title of collection or item; usually the title on the landing page.] - Save and Done
- Record Actions > Release Record (Alt+Shift+R) to release Bib record in Metadata Editor
- Test portfolio: Electronic Portfolios > ... > Test Access. Verify link works and is to correct collection
- Edit: If portfolio already exists edit the Public note and add the new accession available.
- Electronic Portfolios > ... > Edit Portfolio > Notes [tab] > Public note > Save
ArchivesSpace
Born Digital
- Search ASpace for existing record.
- If none, search for finding aid to import. If none in either place, then see New.
- If in ASpace and/or online finding aid, then see Existing collection.
- New: Import MARC record into ASpace.
For instructions see:
(WHS Archives) ArchivesSpace -- Resource -- MARC Import - Existing collection: Search for Resource Record.
The record may be a brief record from a MARC import. If so search for finding aid, import EAD, and Merge records in ASpace.
For instructions see:
(WHS Archives) ArchivesSpace -- Resource -- EAD Import
(WHS Archives) ArchivesSpace -- Resource -- Merge - Add or update collection level data
- Identifier: add accession number in order, if fields are full, add number to beginning of Abstract
- Date: adjust for collection
- Extent: adjust if there are already electronic records
- Immediate Source of Acquisition: Add accession number in accession number order
- Finding aid data > Finding aid status = Under revision
- Other fields as needed
- Access restriction (match 506 in MARC record; however remove general restriction if collection in Preservica)
- Add Part for top level information on accession
- Title: Part # ([accession#]): Additions
- Date: date range of accession
- Note > Physical Description: extent for accession
- Note > Scope and Content: description for accession, matches Alma holdings 856 __ $$z
- Available online: Import from spreadsheet. Accession/Folder level is fine. Go for amount of detailed deemed necessary for access.
* Note: if materials are restricted, or are not available online, and need mediation for viewing even when in reading room, see RESTRICTED below
- Title = title of folder or file; if title of folder is a date, leave blank and enter in date field
- Date = if available, follow Year Month Day format, for example: 2023 November 15
- Level of Description = File or Item
- Instance > Add Digital Object > Create
-
- Title = "Electronic folder"
- Identifier = File URI > link to online file, even if only available onsite
-
-
Note > Physical Description (optional)
- Content = "[#] digital file(s)" or include file format "[#] digital [format] file(s)"
- Content = "[#] digital file(s)" or include file format "[#] digital [format] file(s)"
- Title = title of folder or file; if title of folder is a date, leave blank and enter in date field
- RESTRICTED: additional field to add
-
Note > Access Restriction
-
Contents = "See Archives Reference Staff for access onsite."
-
-
- DONE: Mark Finding aid as "In Review" at the Collection Level > Finding aid data.
- When finding aid is reviewed and exported, it will go onto test site and links will be checked there.
Digital Copies available online
- Collection level
- Notes > Add Note > Existence and Location of Copies (<altformavail>):
Portions of <extref role="handle" href="[link]">[title of collection]</extref> also available online.
or
<extref role="handle" href="[need new url]">Wisconsin Jewish Archives Oral Histories</extref> available online. - Others as needed but do not add/edit Extent or Date as these are copies not originals (born digital)
- Notes > Add Note > Existence and Location of Copies (<altformavail>):
- Series, Box, Folder and/or Item level
- Notes > Add Note > Existence and Location of Copies (<altformavail>):
<extref role="handle" href="[link]">Also available online.</extref>
- Notes > Add Note > Existence and Location of Copies (<altformavail>):
