[Archivesspace_Users_Group] [External] Move archival objects to another resource

Paul Sutherland psutherland at amphilsoc.org
Wed Aug 2 13:03:07 EDT 2023


Thank you all, this is very helpful. I'll use this guidance for my example.
Best,
Paul

On Wed, Aug 2, 2023 at 10:35 AM Hand, Sarit <shand at ap.org> wrote:

> Hi,
>
>
>
> Just catching up…
>
>
>
> I just went through the process of merging 14 resource records into one. I
> wanted the resource records to become series records under a single
> resource record.
>
> There are a few things I noted and did in advance:
>
>    1. You start the merge process from the resource record you want to as
>    the resource.
>    2. The resource record being merged does not become a child record it
>    goes away and only the component records move over while some of its data
>    is merged into the parent resource it is being merged with.
>    3. To retain the data from the resource records to be merged, I first
>    created a child record (series level) within each resource and recreated
>    the data from the resource record. I used the reorder feature to move the
>    entire structure under that new series. Upon merging, some of the data from
>    the resource record was retained, in particular, related accessions but not
>    everything. Because I created the series record before merging, that became
>    the first level child record with all the data from the now defunct
>    resource record plus the structure of that collection was retained.
>
> Hope this makes sense and is useful.
>
>
>
> Cheers,
>
>
>
> Sarit Hand                                                       200
> Liberty St.
>
> Digital Archivist                                               New York,
> NY 10281
>
> Corporate Archives                                         T 212.621.7035
>
>
>
>
> shand at ap.org
>
> www.ap.org
> <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.ap.org_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=70gVc8PkZ8LRd0WR_N4Lh2vwCTUp-4jc9IXouEpQ4Go&m=5Bx2xbDPZhasoznoCkvfU5Mf0-quDxIngfrXZdzDRNJoC33J1nTRj81nf-xouAqV&s=Lw9y7YLwwfjwYC_xu1wyeX-3e7hEPDwAWMPl54VbSak&e=>
>
> *From:* archivesspace_users_group-bounces at lyralists.lyrasis.org <
> archivesspace_users_group-bounces at lyralists.lyrasis.org> *On Behalf Of *Leah
> Tams
> *Sent:* Monday, July 24, 2023 9:08 AM
> *To:* Archivesspace Users Group <
> archivesspace_users_group at lyralists.lyrasis.org>
> *Subject:* Re: [Archivesspace_Users_Group] Move archival objects to
> another resource
>
>
>
> [EXTERNAL]
>
> You can merge a resource record into another—I’ve not done it before, so I
> can’t speak to the specifics. But at the collection or top level, you go
> into Edit mode. There should be a Merge button, and from there you can
> choose which Resource record you want to merge it into. Attaching a
> screenshot!
>
>
>
> Leah
>
>
>
> *she/her/hers*
>
> MSLS in Archives & Records Management
>
> Accessions Coordinator
>
> Rubenstein Rare Book & Manuscript Library
>
> Duke University
>
> leah.tams at duke.edu | leahtams.org
> <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.leahtams.org_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=70gVc8PkZ8LRd0WR_N4Lh2vwCTUp-4jc9IXouEpQ4Go&m=5Bx2xbDPZhasoznoCkvfU5Mf0-quDxIngfrXZdzDRNJoC33J1nTRj81nf-xouAqV&s=b8oZgOZAdb3L14BGFPPQ59wQy27lofio1RUsFl1S4kY&e=>
>
>
>
> *From:* archivesspace_users_group-bounces at lyralists.lyrasis.org <
> archivesspace_users_group-bounces at lyralists.lyrasis.org> *On Behalf Of *Andrew
> Morrison
> *Sent:* Monday, July 24, 2023 4:05 AM
> *To:* archivesspace_users_group at lyralists.lyrasis.org
> *Subject:* Re: [Archivesspace_Users_Group] Move archival objects to
> another resource
>
>
>
> There is a Transfer button above the tree when editing archival objects.
> It provides no way to specify where inside the destination resource to
> position the archival object, so you will then have to edit it again,
> enable reorder mode, and move it.
>
> I've never used it myself, but I have used the corresponding API endpoints:
>
>
> http://archivesspace.github.io/archivesspace/api/#transfer-components-from-one-resource-to-another
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__urldefense.com_v3_-5F-5Fhttp-3A_archivesspace.github.io_archivesspace_api_-2Atransfer-2Dcomponents-2Dfrom-2Done-2Dresource-2Dto-2Danother-5F-5F-3BIw-21-21OToaGQ-21tyPh9unCqhGer0LJ8Hkw3HKSmiXM2zPvjOuh1pED7ssB4OEaaFy0y1swiGOkE48P5TGAtmQy4ZCDl7f-5F7zIt9GpB1aRM9zoyV1-5FQ-24&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=70gVc8PkZ8LRd0WR_N4Lh2vwCTUp-4jc9IXouEpQ4Go&m=5Bx2xbDPZhasoznoCkvfU5Mf0-quDxIngfrXZdzDRNJoC33J1nTRj81nf-xouAqV&s=7F8npM67yXZ4z5BlCbG3t8Hk3V4TiY8MQszxNe_deTI&e=>
>
>
> http://archivesspace.github.io/archivesspace/api/#move-existing-archival-objects-to-become-children-of-an-archival-object
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__urldefense.com_v3_-5F-5Fhttp-3A_archivesspace.github.io_archivesspace_api_-2Amove-2Dexisting-2Darchival-2Dobjects-2Dto-2Dbecome-2Dchildren-2Dof-2Dan-2Darchival-2Dobject-5F-5F-3BIw-21-21OToaGQ-21tyPh9unCqhGer0LJ8Hkw3HKSmiXM2zPvjOuh1pED7ssB4OEaaFy0y1swiGOkE48P5TGAtmQy4ZCDl7f-5F7zIt9GpB1aRM9yPbrHW9-24&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=70gVc8PkZ8LRd0WR_N4Lh2vwCTUp-4jc9IXouEpQ4Go&m=5Bx2xbDPZhasoznoCkvfU5Mf0-quDxIngfrXZdzDRNJoC33J1nTRj81nf-xouAqV&s=9aRaHcrQI8J_w_kZZaIolAclGVpFMlkrXmnWkJA71wI&e=>
>
> They also move subrecords of the record being moved.
>
> Andrew.
>
>
>
> On 21/07/2023 22:43, Paul Sutherland wrote:
>
> Hi all,
>
>
>
> I'm wondering if there's a quick way to move an existing archival object
> and its children to a position under another existing resource.
>
>
>
> We have a collection that we wish to merge with another collection, by
> making the first collection a series of the second collection. We've made a
> finding aid for the second collection, and would like now to merge them.
>
>
>
> I realise I could use some combination of the bulk import templates and
> bulk update spreadsheet to create new objects. A colleague has also been
> using EAD import for this. I'm wondering if there's a more direct way
> already inbuilt. This is something we expect to do a lot more soon.
>
>
>
> Thanks,
>
> Paul
>
>
>
> --
>
> *Paul Sutherland* (he/his)
> Archivist of Indigenous Materials
> Center for Native American and Indigenous Research
>
> Library & Museum
> American Philosophical Society
> 105 S. 5th Street, 2nd Floor
> Philadelphia, PA 19406
>
> Lenapehoking
>
> 215-440-3408
>
> amphilsoc.org/library/CNAIR
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__urldefense.com_v3_-5F-5Fhttp-3A_amphilsoc.org_library_CNAIR-5F-5F-3B-21-21OToaGQ-21tyPh9unCqhGer0LJ8Hkw3HKSmiXM2zPvjOuh1pED7ssB4OEaaFy0y1swiGOkE48P5TGAtmQy4ZCDl7f-5F7zIt9GpB1aRM98zCqf6f-24&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=70gVc8PkZ8LRd0WR_N4Lh2vwCTUp-4jc9IXouEpQ4Go&m=5Bx2xbDPZhasoznoCkvfU5Mf0-quDxIngfrXZdzDRNJoC33J1nTRj81nf-xouAqV&s=qasUdbN1iQq4CV72vE-MibaAp74_qxRFFalO-cubA0Q&e=>
>
> cnair at amphilsoc.org
>
>
>
> *I respectfully acknowledge that I work and reside in Lenapehoking, the
> homeland of the Lenape people in past, present, and future generations. I
> am grateful for the past and ongoing generosity of numerous Indigenous
> communities and individ**uals who have offered guidance, expertise, and
> opportunities for collaboration that make my work possible. *
>
>
>
> Learn more about ...
>
> - The Indigenous Subject Guide
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__urldefense.com_v3_-5F-5Fhttps-3A_indigenousguide.amphilsoc.org-5F-5F-3B-21-21OToaGQ-21tyPh9unCqhGer0LJ8Hkw3HKSmiXM2zPvjOuh1pED7ssB4OEaaFy0y1swiGOkE48P5TGAtmQy4ZCDl7f-5F7zIt9GpB1aRM95g-2DIVls-24&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=70gVc8PkZ8LRd0WR_N4Lh2vwCTUp-4jc9IXouEpQ4Go&m=5Bx2xbDPZhasoznoCkvfU5Mf0-quDxIngfrXZdzDRNJoC33J1nTRj81nf-xouAqV&s=QlRxyp603cwV2JcQTXjY9_xwVCjzDxzZSx0FBVuFHiA&e=>
> to our Indigenous collections, updated frequently
> - Blog posts
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__urldefense.com_v3_-5F-5Fhttps-3A_www.amphilsoc.org_blog-2Dcategory_cnair-5F-5F-3B-21-21OToaGQ-21tyPh9unCqhGer0LJ8Hkw3HKSmiXM2zPvjOuh1pED7ssB4OEaaFy0y1swiGOkE48P5TGAtmQy4ZCDl7f-5F7zIt9GpB1aRM9zP-2DnXKe-24&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=70gVc8PkZ8LRd0WR_N4Lh2vwCTUp-4jc9IXouEpQ4Go&m=5Bx2xbDPZhasoznoCkvfU5Mf0-quDxIngfrXZdzDRNJoC33J1nTRj81nf-xouAqV&s=pzxeGuzXZuQR97C9a88lA9-b41FEJeu-qZaFvj9F12w&e=>
> by CNAIR staff & fellows
> - Fellowships
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__urldefense.com_v3_-5F-5Fhttps-3A_www.amphilsoc.org_grants_fellowships-5F-5F-3B-21-21OToaGQ-21tyPh9unCqhGer0LJ8Hkw3HKSmiXM2zPvjOuh1pED7ssB4OEaaFy0y1swiGOkE48P5TGAtmQy4ZCDl7f-5F7zIt9GpB1aRM9wcJcPyJ-24&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=70gVc8PkZ8LRd0WR_N4Lh2vwCTUp-4jc9IXouEpQ4Go&m=5Bx2xbDPZhasoznoCkvfU5Mf0-quDxIngfrXZdzDRNJoC33J1nTRj81nf-xouAqV&s=H3GJ0THTGBHeFz5BL8TzXpn_SAhGtClR6kxR2nbG-og&e=>
> (residential and non) for working with our collections and elsewhere
> - Scheduling a visit
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__urldefense.com_v3_-5F-5Fhttps-3A_www.amphilsoc.org_library-2Aparagraph-2D36-5F-5F-3BIw-21-21OToaGQ-21tyPh9unCqhGer0LJ8Hkw3HKSmiXM2zPvjOuh1pED7ssB4OEaaFy0y1swiGOkE48P5TGAtmQy4ZCDl7f-5F7zIt9GpB1aRM92ehb85k-24&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=70gVc8PkZ8LRd0WR_N4Lh2vwCTUp-4jc9IXouEpQ4Go&m=5Bx2xbDPZhasoznoCkvfU5Mf0-quDxIngfrXZdzDRNJoC33J1nTRj81nf-xouAqV&s=r2eCH25YjwhoEnx7a-EEYz-Lsie3rQPVQw7zkvcIXyI&e=>
> to our Reading Room to view our collections
> - Our latest museum exhibit *Pursuit & Persistence: 300 Years of Women in
> Science
> <https://urldefense.proofpoint.com/v2/url?u=https-3A__urldefense.com_v3_-5F-5Fhttps-3A_www.amphilsoc.org_visit-2Dmuseum-5F-5F-3B-21-21OToaGQ-21tyPh9unCqhGer0LJ8Hkw3HKSmiXM2zPvjOuh1pED7ssB4OEaaFy0y1swiGOkE48P5TGAtmQy4ZCDl7f-5F7zIt9GpB1aRM9zh6lkS0-24&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=70gVc8PkZ8LRd0WR_N4Lh2vwCTUp-4jc9IXouEpQ4Go&m=5Bx2xbDPZhasoznoCkvfU5Mf0-quDxIngfrXZdzDRNJoC33J1nTRj81nf-xouAqV&s=WWQ0guMjTJ9keIiHtVt1nUIT6mxJZ3iaQXpN7yBk1Ag&e=>,
> *open until December 30, 2023
>
>
>
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-- 
*Paul Sutherland* (he/his)
Archivist of Indigenous Materials
Center for Native American and Indigenous Research
Library & Museum
American Philosophical Society
105 S. 5th Street, 2nd Floor
Philadelphia, PA 19406
Lenapehoking
215-440-3408
amphilsoc.org/library/CNAIR
cnair at amphilsoc.org

*I respectfully acknowledge that I work and reside in Lenapehoking, the
homeland of the Lenape people in past, present, and future generations. I
​am grateful for the past and ongoing generosity of numerous Indigenous
communities and individuals who have offered guidance, expertise, and
opportunities for collaboration that make my work possible. *

Learn more about ...
- The Indigenous Subject Guide <https://indigenousguide.amphilsoc.org> to
our Indigenous collections, updated frequently
- Blog posts <https://www.amphilsoc.org/blog-category/cnair> by CNAIR staff
& fellows
- Fellowships <https://www.amphilsoc.org/grants/fellowships> (residential
and non) for working with our collections and elsewhere
- Scheduling a visit <https://www.amphilsoc.org/library#paragraph-36> to
our Reading Room to view our collections
- Our latest museum exhibit *Pursuit & Persistence: 300 Years of Women in
Science <https://www.amphilsoc.org/visit-museum>, *open until December 30,
2023
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