<html><body><div style="font-family: arial,helvetica,sans-serif; font-size: 10pt; color: #000000"><div>For the reasons outlined by Kate, and seconded by Glynn, we have also found this change rather confusing, and unfortunately it has hampered our ability to identify and report on various issues related to processing status, including the previously mentioned backlog issue.</div><div><br></div><div>I do not know if this is an issue that others would like revisited, but from our perspective we would welcome a conversation on if there is better alternative moving forward (including possibly reverting back to the pre-v1.3 set-up).</div><div><br data-mce-bogus="1"></div><div>-Matt</div><div><br></div><div data-marker="__SIG_PRE__"><div><strong><span face="georgia, serif" size="2" style="font-size: small;" data-mce-style="font-size: small;">Matt</span><span face="georgia, serif" size="2" style="font-family: georgia, serif; font-size: small;" data-mce-style="font-family: georgia, serif; font-size: small;"> Francis</span></strong></div><div><span face="georgia, serif" size="2" data-mce-style="font-family: georgia, serif; font-size: small;" style="font-family: georgia, serif; font-size: small;">Archivist for Collection Management</span></div><div><span face="georgia, serif" size="2" data-mce-style="font-family: georgia, serif; font-size: small;" style="font-family: georgia, serif; font-size: small;">Special Collections Library<br>Penn State University</span></div></div><br><hr id="zwchr" data-marker="__DIVIDER__"><div data-marker="__HEADERS__"><b>From: </b>"Glynn Edwards" <gedwards@stanford.edu><br><b>To: </b>"Archivesspace Users Group" <archivesspace_users_group@lyralists.lyrasis.org><br><b>Sent: </b>Wednesday, November 18, 2015 11:13:44 AM<br><b>Subject: </b>Re: [Archivesspace_Users_Group] Collection management - processing status disappeared...<br></div><br><div data-marker="__QUOTED_TEXT__"><style style="display: none;" data-mce-style="display: none;"><!-- P {margin-top:0;margin-bottom:0;} --></style>
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<p>Hi Kate,</p>
<p>We're on the same page...I too find this rather confusing. It is not straightforward enough for tracking status of collections across holdings easily. </p>
<p>Cheers,</p>
<p>Glynn</p>
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<p><span style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">Glynn Edwards</span><br style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">
<span style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">Head, Technical Services</span><br style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">
<span style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">Director, ePADD project</span><br style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">
<span style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">Special Collections</span><br style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">
<span style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">Stanford University Libraries</span><br style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">
<span style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">Stanford, CA 94305-6064</span><br style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">
<span style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;">(650) 521-2255 | </span><a href="mailto:gedwards@stanford.edu" target="_blank" style="font-family: 'times new roman','new york',times,serif;" id="LPNoLP" data-mce-style="font-family: 'times new roman','new york',times,serif;">gedwards@stanford.edu</a><span style="font-family: 'times new roman','new york',times,serif;" data-mce-style="font-family: 'times new roman','new york',times,serif;"> </span><br>
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<hr style="display: inline-block; width: 98%;" data-mce-style="display: inline-block; width: 98%;">
<div id="divRplyFwdMsg" dir="ltr"><span face="Calibri, sans-serif" color="#000000" data-mce-style="font-size: 11pt; color: #000000; font-family: Calibri, sans-serif;" style="font-size: 11pt; color: #000000; font-family: Calibri, sans-serif;"><b>From:</b> archivesspace_users_group-bounces@lyralists.lyrasis.org <archivesspace_users_group-bounces@lyralists.lyrasis.org> on behalf of Bowers, Kate
A. <kate_bowers@harvard.edu><br>
<b>Sent:</b> Tuesday, November 17, 2015 1:08 PM<br>
<b>To:</b> Archivesspace Users Group<br>
<b>Subject:</b> Re: [Archivesspace_Users_Group] Collection management - processing status disappeared...</span>
<div> </div>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;">I am very confused. Can you explain how this is would work? How is an archivist supposed to understand an accession’s status from one or more associated “events” rather than from a straightforward status? I can also see how this
would make reporting out backlogs really difficult.</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">The reason I ask is that I can see how an event can lead to a status, but it is entirely possible that a status may have no associated event. Furthermore, the same type of event may lead to different statuses.</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">In brief, status is not the same as “event”. I can think of a couple of examples to illustrate this:</span></p>
<p style="text-indent: -0.25in; margin: 0in 0in 0.0001pt 0.5in; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="text-indent: -0.25in; margin: 0in 0in 0.0001pt 0.5in; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="font-family: Symbol; color: #1f497d;" data-mce-style="font-family: Symbol; color: #1f497d;"><span>·<span style="font: 7.0pt 'Times New Roman';" data-mce-style="font: 7.0pt 'Times New Roman';">
</span></span></span><span style="color: #1f497d;" data-mce-style="color: #1f497d;">“Unknown” can be a status, but it has no associated event</span></p>
<p style="text-indent: -0.25in; margin: 0in 0in 0.0001pt 0.5in; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="text-indent: -0.25in; margin: 0in 0in 0.0001pt 0.5in; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="font-family: Symbol; color: #1f497d;" data-mce-style="font-family: Symbol; color: #1f497d;"><span>·<span style="font: 7.0pt 'Times New Roman';" data-mce-style="font: 7.0pt 'Times New Roman';">
</span></span></span><span style="color: #1f497d;" data-mce-style="color: #1f497d;">“Partially processed” can be both a status an event. However, if one “partially processes” an accession once, then the accession remains partially processed. If one “partially processes” again, it could be
that the processing has been completed and the accession’s status is now “processed” or it could be that the accession is still only “partially processed” and that additional processing events will be necessary to reach a “processed” status.</span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;">Thanks,</span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">Kate</span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
<div>
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<b><span style="color: #1f497d;" data-mce-style="color: #1f497d;">Kate Bowers</span></b></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">Collections Services Archivist for Metadata, Systems, and Standards</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">Harvard University Archives</span><span style="color: #1f497d;" data-mce-style="color: #1f497d;"></span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;"><a href="mailto:megan_sniffin-marinoff@harvard.edu" style="color: #0563c1; text-decoration: underline;" target="_blank" data-mce-style="color: #0563c1; text-decoration: underline;"><span style="color: blue;" data-mce-style="color: blue;">kate_bowers@harvard.edu</span></a></span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">617.496.2713</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">voice: (617) 384-7787 </span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">fax: (617) 495-8011</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">web: http://nrs.harvard.edu/urn-3:hul.eresource:archives</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">Twitter: @k8_bowers</span><span style="color: #1f497d;" data-mce-style="color: #1f497d;"></span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
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<b><span style="font-size: 10.0pt; font-family: 'Tahoma','sans-serif';" data-mce-style="font-size: 10.0pt; font-family: 'Tahoma','sans-serif';">From:</span></b><span style="font-size: 10.0pt; font-family: 'Tahoma','sans-serif';" data-mce-style="font-size: 10.0pt; font-family: 'Tahoma','sans-serif';"> archivesspace_users_group-bounces@lyralists.lyrasis.org [mailto:archivesspace_users_group-bounces@lyralists.lyrasis.org]
<b>On Behalf Of </b>Noah Huffman<br>
<b>Sent:</b> Tuesday, November 17, 2015 3:01 PM<br>
<b>To:</b> Archivesspace Users Group<br>
<b>Subject:</b> Re: [Archivesspace_Users_Group] Collection management - processing status disappeared...</span></p>
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<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
</p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;">Hi Kelly,</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">During a previous release (v1.3), I think Processing Status was moved from the collection management subrecord to an Event record. Here is a JIRA issue describing this change:
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__archivesspace.atlassian.net_browse_AR-2D827&d=CwMFAg&c=WO-RGvefibhHBZq3fL85hQ&r=wwc_Z_TbmWbPFh7My2zRxmrGgCNO-71Fwzlmd8YZVUY&m=KjdPV61xIn7OR7Ks9cg6HRC91WufUrZNTXFAT4skW8w&s=AZTgid9lXUTh7glUns7pyqqX7w28sAhx7rK3QIIMb8o&e=" style="color: #0563c1; text-decoration: underline;" target="_blank" data-mce-style="color: #0563c1; text-decoration: underline;">
https://archivesspace.atlassian.net/browse/AR-827</a></span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="color: #1f497d;" data-mce-style="color: #1f497d;">Here are some specifics:</span></p>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" style="border-collapse: collapse;" data-mce-style="border-collapse: collapse;">
<tbody>
<tr>
<td width="399" valign="top" style="width: 239.4pt; border: solid windowtext 1.0pt; padding: 0in 5.4pt 0in 5.4pt;" data-mce-style="width: 239.4pt; border: solid windowtext 1.0pt; padding: 0in 5.4pt 0in 5.4pt;">
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
Remove “Processing Status” Collection Management sub-record</p>
</td>
<td width="399" valign="top" style="width: 239.4pt; border: solid windowtext 1.0pt; border-left: none; padding: 0in 5.4pt 0in 5.4pt;" data-mce-style="width: 239.4pt; border: solid windowtext 1.0pt; border-left: none; padding: 0in 5.4pt 0in 5.4pt;">
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
If data is present, migrate to Event record with these settings and linked to same record collection management sub-record is linked to:</p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
</p>
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Type = “Processing [Value in Collection Management Record for Processing Status]”</p>
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</p>
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Date/Time Specifier = “Time stamp for last modification of Collection Management record”</p>
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</p>
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Label= Agent relationship</p>
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</p>
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Type=Single</p>
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Role=Implementer</p>
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</p>
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Agent=ID of agent last modifying the collection management sub-record</p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;">So, if you previously had processing status in a collection management subrecord, you might try browsing your event records to see if you can locate that data.</span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;">Hope this helps,</span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;">-Noah</span></p>
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<span style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;" data-mce-style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;"> </span></p>
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<span style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;" data-mce-style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;">================</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;" data-mce-style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;">Noah Huffman</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;" data-mce-style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;">Archivist for Metadata, Systems, and Digital Records</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;" data-mce-style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;">David M. Rubenstein Rare Book & Manuscript Library</span></p>
<p style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;" data-mce-style="margin: 0in 0in 0.0001pt; font-size: 11pt; font-family: Calibri, sans-serif;">
<span style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;" data-mce-style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;">Duke University | 919-660-5982</span></p>
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<span style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;" data-mce-style="font-size: 10.0pt; font-family: 'Arial Narrow','sans-serif'; color: #404040;"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__library.duke.edu_rubenstein_&d=CwMFAg&c=WO-RGvefibhHBZq3fL85hQ&r=wwc_Z_TbmWbPFh7My2zRxmrGgCNO-71Fwzlmd8YZVUY&m=KjdPV61xIn7OR7Ks9cg6HRC91WufUrZNTXFAT4skW8w&s=_GXkqn82Z-IInAOMJ80LH9QqQ2QNs6vZ496YUW6DDdw&e=" style="color: #0563c1; text-decoration: underline;" target="_blank" data-mce-style="color: #0563c1; text-decoration: underline;"><span style="color: #404040;" data-mce-style="color: #404040;">http://library.duke.edu/rubenstein/</span></a>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
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<span style="color: #1f497d;" data-mce-style="color: #1f497d;"> </span></p>
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<b>From:</b> <a href="mailto:archivesspace_users_group-bounces@lyralists.lyrasis.org" style="color: #0563c1; text-decoration: underline;" target="_blank" data-mce-style="color: #0563c1; text-decoration: underline;">
archivesspace_users_group-bounces@lyralists.lyrasis.org</a> [<a href="mailto:archivesspace_users_group-bounces@lyralists.lyrasis.org" style="color: #0563c1; text-decoration: underline;" target="_blank" data-mce-style="color: #0563c1; text-decoration: underline;">mailto:archivesspace_users_group-bounces@lyralists.lyrasis.org</a>]
<b>On Behalf Of </b>Kelly Spring<br>
<b>Sent:</b> Tuesday, November 17, 2015 2:40 PM<br>
<b>To:</b> <a href="mailto:archivesspace_users_group@lyralists.lyrasis.org" style="color: #0563c1; text-decoration: underline;" target="_blank" data-mce-style="color: #0563c1; text-decoration: underline;">
archivesspace_users_group@lyralists.lyrasis.org</a><br>
<b>Subject:</b> [Archivesspace_Users_Group] Collection management - processing status disappeared...</p>
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Hello!</p>
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Our Processing Status field is visible when using the Manage Controlled Value Lists feature; but is not present when actually working within a collection management sub-record in an accession or resource. Any tips or advice out there?</p>
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Thank you and have a great day!</p>
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*Kelly</p>
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Kelly Spring</p>
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Archivist for Special Collections</p>
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University of California, Irvine Libraries</p>
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(949) 824-6573</p>
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<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__special.lib.uci.edu_&d=CwMFAg&c=WO-RGvefibhHBZq3fL85hQ&r=wwc_Z_TbmWbPFh7My2zRxmrGgCNO-71Fwzlmd8YZVUY&m=KjdPV61xIn7OR7Ks9cg6HRC91WufUrZNTXFAT4skW8w&s=zFl3APrxF-DYAdjHiyHfabcKKA8Exkt6l-SzojCi4hA&e=" style="color: #0563c1; text-decoration: underline;" target="_blank" data-mce-style="color: #0563c1; text-decoration: underline;">http://special.lib.uci.edu</a></p>
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