Archivematica to ArchivesSpace Workflow

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Main Page > Development > Requirements > Appraisal Arrangement tab > Archivematica to ArchivesSpace Workflow

This page describes a basic Archivematica to ArchivesSpace workflow. It details the steps that would be taken to transfer, analyze, arrange, and create a Submission Information Package (SIP) from files transferred to Archivematica using the Appraisal tab.

Send a Transfer to Backlog[edit]

In order to work with files in the Appraisal tab, they first must be in a transfer in Archivematica’s backlog.

1. The user provides a transfer name and uses browse to find the directory that will be transferred to Archivematica. S/he clicks “Add” and “Start transfer.”

Start transfer.png

2. S/he approves the transfer and proceeds through the Transfer micro-services as needed for the particular transfer.

3. When the transfer reaches the micro-service “Create SIP from Transfer,” the user chooses “send to backlog” in the job “Create SIP(s).”

Create SIP.png

Searching the Backlog and Adding Tags[edit]

Now the user must locate the transfer in the backlog. The tags feature can also be used to identify information relevant for appraisal and arrangement.

1. The user navigates to the Appraisal tab (between Transfer and Ingest) and enters search terms/parameters in the search box at the top of the page to find the transfer.

Searching backlog.png

2. The user then adds tags to identify information already known about the files. In this case, files that are part of the same series are identified.

Backlog tags.png

Analyzing Files Using the Analysis and File List Panes[edit]

At this point, the user might not know enough about the files to determine their place in the arrangement or even if they belong in the SIP. The Analysis and File List panes can be used to learn more about the transfer.

1. First, the user gains an overview of information about the files by selecting the files in the Backlog pane and clicking on Objects in the Analysis Pane. This generates a report with information such as the format and size of the files. Visualizations can also be used to gain an overview of the files.

Analysis objects.png

2. Some files need further examination. They are selected in Analysis, adding them to the File List.

Analysis file list.png

3. The user clicks on individual files to preview them.

Analysis preview file.png

4. After examining these files, it is clear that they form a new series. The user adds a “series2” tag to assist with arrangement.

File list tags.png

5. Tags now appear attached to files in the backlog. The user can also gain a sense of the scope of the two series that have been identified by clicking on “Tags” in the Analysis pane.

Analysis tags.png

Note: If the records contain personal information and the tool Bulk Extractor was used in Transfer, the user could use “Examine contents” to see what files were identified as having personal information.

Arranging Files in the ArchivesSpace Pane[edit]

Having conducted a preliminary examination of the records, the user begins to work on the arrangement, associating the records with an ArchivesSpace finding aid. The user can return to the Analysis and File List panes at any point to further explore the records as s/he works on the arrangement and description.

1. The user opens the ArchivesSpace pane and finds the resource using the search box. Resources can be expanded to show lower levels of description.

Search ArchivesSpace.png

2. Before files can be added to a resource, a space must be created for them by adding a digital object component. The user selects Series 1 and chooses “Add New Digital Object Component” which brings up a dialog box for adding basic metadata. The new digital object appears nested under the archival object “Series 1.”

Appraisal tab digital object.png

3. Files in the backlog now can be arranged by dragging them to the digital object component.

Appraisal tab dragging files to resource.png

4. The user repeats this process to add items that belong in Series 2.

5. The user also determines that other files in the transfer form a new series, which had not been described when the resource was created in ArchivesSpace. By selecting the resource (highest level of description) and using the “Add New Child Record” button the user can create another series.

Appraisal tab new child record.png

Note: If the user wants to make changes to the description while working in the ArchivesSpace pane, s/he can also use the “Edit Metadata” button to change metadata for an existing item. “Edit Rights Metadata” provides a form for adding PREMIS rights. Mistakenly added archival objects can be deleted.

6. Finally, the user creates a SIP from the arrangement. A SIP is sent to Ingest by selecting the resource (highest level of description) and clicking “Finalize Arrangement.”

Appraisal tab ArchivesSpace.png