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How to fill out family template CSV

Download blank template

Download example template

Example of completed family.csv

sort_name publish_family authority_id source rules family_name dates family_type location qualifier dates_of_existence notes
Ptak family, 1992- (Maryland) TRUE http://viaf.org/viaf/example00402 viaf rda Ptak family 1992- Maryland date_type_structured==range;;begin_date_expression==1992 notes_type==bioghist;;publish_note==True;;subnote_Type==text;;content==The Ptak family are known regionally for their donations to conservations and climate efforts.
Fugl family TRUE https://viaf.org/en/viaf/example01065 viaf aacr Fugl family

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_family
  • 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
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
family_name
  • ArchivesSpace field equivalent: Family Name
  • Required in CSV: ✅ True
  • Allows multiple values: ❌ False
  • Data type: String
dates
  • ArchivesSpace field equivalent: Dates
  • Required in CSV: ❌ False
  • Allows multiple values: ❌ False
  • Data type: String
family_type
  • ArchivesSpace field equivalent: Family Type
  • 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
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: String - 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: 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==Sir Jay Azul Jr. II was born in Portland, Maine. He worked on ornithology projects at seven universities throughout his career.

Default values

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

  • 'jsonmodel_type': 'agent_family'
  • 'jsonmodel_type': 'name_family'
  • 'agent_type' : 'agent_family'
  • 'sort_name_auto_generate': True
  • 'authorized': True
  • 'is_display_name': True