Skip to content

How to fill out corporate entity template CSV

For template, go to link and then click "Download raw file" on right upper corner. Download raw file

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
        • bioghist
        • mandate
        • legal_status
        • structure_or_genealogy
        • general_context
    • 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