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How to fill out corporate entity template CSV

Download blank template

Download example template

Example of completed corporate_entity.csv

sort_name publish_corporate_body source rules authority_id primary_name subordinate_name_1 subordinate_name_2 number dates location conference_meeting jurisdiction qualifier dates_of_existence notes
Quercus Research Group (Firm) TRUE viaf rda http://viaf.org/viaf/example_004 Quercus Research Group FALSE FALSE Firm date_type_structured==range;;begin_date_expression==1990;;end_date_expression==2022 notes_type==bioghist;;publish_note==True;;subnote_Type==text;;content==Quercus Research Group was formed in 1990 to research songbirds in the Mid-Atlantic region and published a scientific journal yearly until the group’s dissolution in 2022.
Gunpowder Falls State Park TRUE naf aacr http://id.loc.gov/authorities/names/noexample0032 Gunpowder Falls State Park FALSE FALSE
U.S. Fish and Wildlife Service. Division of Migratory Bird Management. Branch of Monitoring and Data Management TRUE viaf rda http://viaf.org/viaf/example_110 U.S. Fish and Wildlife Service Division of Migratory Bird Management Branch of Monitoring and Data Management FALSE FALSE
Birds of a Feather 5k (1st : 2003 : Brunswick, Md.) TRUE local local Birds of a Feather 5k 1st 2003 Brunswick, Md FALSE FALSE

CSV columns

Columns specific to workflow

sort_name
  • While this is automatically generated during ingest, it is important to have it in the spreadsheet for matching with pre-existing names in step 4.
  • Required in CSV: ✅ True
  • Allows multiple values: ❌ False
  • Data type: String
publish_corporate_entity
  • ArchivesSpace field equivalent: Publish
  • Required in CSV: ✅ True
  • Allows multiple values: ❌ False
  • Data type: Boolean
authority_id
  • ArchivesSpace field equivalent: Authority ID
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: String - External URI
source
  • ArchivesSpace field equivalent: Source
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: Controlled list - Name Source
rules
  • ArchivesSpace field equivalent: Rules
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: Controlled list - Name Rule
primary_name
  • ArchivesSpace field equivalent: Primary Part of Name
  • Required in CSV: ✅ True
  • Allows multiple values: ❌ False
  • Data type: String
subordinate_name_1
  • ArchivesSpace field equivalent: Subordinate Name 1
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: String
subordinate_name_2
  • ArchivesSpace field equivalent: Subordinate Name 2
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: String
number
  • ArchivesSpace field equivalent: Number
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: String
dates
  • ArchivesSpace field equivalent: Dates
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: String
location
  • ArchivesSpace field equivalent: Location
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: String
conference_meeting
  • ArchivesSpace field equivalent: Conference Meeting?
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: Boolean
jurisdiction
  • ArchivesSpace field equivalent: Jurisdiction?
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: Boolean
qualifier
  • ArchivesSpace field equivalent: Qualifier
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: String
dates_of_existence
  • ArchivesSpace field equivalent: Dates of Existence section
  • Required in CSV: ❌ False
  • Allows multiple values: ✅ True
  • Data type: Subfield type
  • Allowed subfields:
    • date_type_structured
      • ArchivesSpace field equivalent: Date Type
      • Required in field: ✅ True
      • Data type: Controlled list - Date Type Structured
    • date_certainty
      • ArchivesSpace field equivalent: Certainty
      • Required in field: ❌ False
      • Data type: Controlled list - Date Certainty
    • date_role
      • ArchivesSpace field equivalent: Single Date - Date Role
      • Required in field: ✅ True
      • Data type: Controlled list - Date Role
    • date_expression
      • ArchivesSpace field equivalent: Single Date - Date Expression
      • Required in field: ❌ False
      • Data type: String
    • date_standardized
      • ArchivesSpace field equivalent: Single Date - Standardized Date
      • Required in field: ❌ False
      • Data type: YYYY-MM-DD
    • date_standardization_type
      • ArchivesSpace field equivalent: Single Date - Standardized Date Type
      • Required in field: ❌ False
      • Data type: Controlled list - Date Standardization Type
    • begin_date_expression
      • ArchivesSpace field equivalent: Range Date - Begin Date Expression
      • Required in field: ❌ False
      • Data type: String -begin_date_standardized
      • ArchivesSpace field equivalent: Range Date - Begin Standardized Date
      • Required in field: ❌ False
      • Data type: String - YYYY-MM-DD
    • begin_date_standardized_type
      • ArchivesSpace field equivalent: Range Date - Begin Standardized Date Type
      • Required in field: ❌ False
      • Data type: Controlled list - Begin Date Standardized Type
    • end_date_expression
      • ArchivesSpace field equivalent: Range Date - End Date Expression
      • Required in field: ❌ False
      • Data type: String
    • end_date_standardized
      • ArchivesSpace field equivalent: Range Date - End Standardized Date
      • Required in field: ❌ False
      • Data type: String - YYYY-MM-DD
    • end_date_standardized_type
      • ArchivesSpace field equivalent: Range Date - End Standardized Date Type
      • Required in field: ❌ False
      • Data type:Controlled list - End Date Standardized Type
  • Example: date_type_structured==range;;date_certainty==approximate;;begin_date_expression==1985;;end_date_expression==2010
notes
  • ArchivesSpace field equivalent: Single Part Note
  • Required in CSV: ❌ False
  • Allows multiple values: ✅ True
  • Data type: Subfield type
  • Allowed subfields:
    • note_type
      • ArchivesSpace field equivalent: Note Type
      • Required in field: ✅ True
      • Data type: Controlled list -
    • publish
      • ArchivesSpace field equivalent: Publish
      • Required in field: ✅ True
      • Data type: Boolean
    • content
      • ArchivesSpace field equivalent: Content
      • Required in field: ✅ True
      • Data type: String
  • Additional information: The note and subnote both receive their publish status from the field publish. At this time, the content subfield only accepts string/free-text values.
  • Example: note_type==bioghist;;publish==TRUE;;content==Choreographer and artistic directory of the Peabody Preparatory dance department, circa 1985-2010.

Default values

These are values automatically added to each record and can only be changed by editing the postCorporateAgents.py script.

  • 'jsonmodel_type': 'agent_corporate_entity'
  • 'jsonmodel_type': 'name_corporate_entity'
  • 'sort_name_auto_generate': True
  • 'authorized': True
  • 'is_display_name': True