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<p class="MsoNormal"><span style="color:#4472C4">Sarit,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4">Here are my answers to some of your questions:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoNormal" style="color:#4472C4;mso-list:l3 level1 lfo3">To my knowledge, there is no bulk updater for subjects and/or agents. I do not use the API, as I have not had the time to dive in like I have been wanting to. Am I missing a way to do this
via the SUI?<o:p></o:p></li></ol>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:#4472C4">You can bulk
<i>load</i> but you can’t bulk <i>update</i> without the API.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="2" type="1">
<li class="MsoNormal" style="color:#4472C4;mso-list:l3 level1 lfo3">Our agents have not displayed dates. I just edited one agent name and found there had been dates entered. When I saved the record, the dates suddenly appeared, however, the dates appear in
parenthesis, not with a comma as found in LOC. I.e., Smith, John, 1967-2014, instead I get Smith, John (1967-2014). What am I missing? Can this be changed?<o:p></o:p></li></ol>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:#4472C4">The display of the date with the name will depend on
<i>which</i> date field has the date. There is a Dates field in the Name Forms section and there’s a Dates of Existence section a littler further down.<o:p></o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraph" style="color:#4472C4;mso-list:l0 level1 lfo5">If there is a date in the Dates field in the Name Forms section, it will display as part of the name in whatever format you’ve entered it in<o:p></o:p></li><li class="MsoListParagraph" style="color:#4472C4;mso-list:l0 level1 lfo5">If there is not a date in the Dates field in the Name Forms section but there is a date in the Dates of Existence section, the Dates of Existence date will display in parentheses after
the name.<o:p></o:p></li><li class="MsoListParagraph" style="color:#4472C4;mso-list:l0 level1 lfo5">If you want to keep the Dates of Existence in the record but you don’t want it to display, remove the checkmark next to “automatically generate” under the Sort Name field in the Name
Forms section and manually edit the Sort Name to the display you’d like to see.<o:p></o:p></li></ul>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="3" type="1">
<li class="MsoNormal" style="color:#4472C4;mso-list:l3 level1 lfo3">If I recall correctly, if I do a bulk importer including all the subjects and agents, the system will not identify duplicates and will instead create a new record unless I have the ID and use
that instead of text. Do I have that correct?<o:p></o:p></li></ol>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:#4472C4">The Agent records were made less restrictive when the “light mode” features were added so, yes, the way to avoid duplicates is to have a Record ID<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="4" type="1">
<li class="MsoNormal" style="color:#4472C4;mso-list:l3 level1 lfo3">I’ve not delved too deep into Subjects and Agents in ASpace other than very basic stuff so I am unsure how to handle subjects that start with an agent name and has subject qualifiers, would
that be a subject, or an agent? i.e. Smith, John, 1967-2014 -- pictorial works<o:p></o:p></li></ol>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="color:#4472C4">This is an Agent with the Role of Subject. You would link to the existing agent record and then Add Term/Subdivision by just typing it in.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in"><span style="mso-ligatures:none"><img width="337" height="231" style="width:3.5104in;height:2.4062in" id="Picture_x0020_3" src="cid:image003.png@01DA0363.388E33A0"></span><span style="color:#4472C4"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4">I have no opinion on how to import a large file of records.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4">--Miloche<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Symbol;color:#4472C4;mso-ligatures:none">»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»</span><span style="font-size:10.0pt;color:#4472C4;mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#4472C4;mso-ligatures:none">Miloche Kottman<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#4472C4;mso-ligatures:none">Head of Cataloging & Archival Processing<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#4472C4;mso-ligatures:none">University of Kansas Libraries<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#4472C4;mso-ligatures:none">Lawrence, KS 66045<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#4472C4;mso-ligatures:none"><a href="mailto:mkottman@ku.edu"><span style="color:blue">mkottman@ku.edu</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;color:#4472C4;mso-ligatures:none">785-864-3916<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#4472C4"><o:p> </o:p></span></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> archivesspace_users_group-bounces@lyralists.lyrasis.org <archivesspace_users_group-bounces@lyralists.lyrasis.org>
<b>On Behalf Of </b>Hand, Sarit<br>
<b>Sent:</b> Friday, October 20, 2023 12:16 PM<br>
<b>To:</b> archivesspace_users_group@lyralists.lyrasis.org<br>
<b>Subject:</b> [Archivesspace_Users_Group] Formatting Agents and Subjects<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’ll apologize in advance for the chaos I am unleashing here. I am working on a project migrating an old access database collection listing to ASpace. There is a lot of subject and agent cleanup, most of which I have done. I am now trying
to identify what is already in ASpace so I can use the URIs in the bulk importer. However, I am finding that our subjects and agents in ASpace were not uniformly created, so, a) finding matches is difficult, b) I’d like to clean up the records in ASpace and
after all that, c) I need to get the collection uploaded, subjects, agents and all.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have questions I need help on, either, how to… or confirming what I think I know:<o:p></o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo4">To my knowledge, there is no bulk updater for subjects and/or agents. I do not use the API, as I have not had the time to dive in like I have been wanting to. Am I missing a way to
do this via the SUI?<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo4">Our agents have not displayed dates. I just edited one agent name and found there had been dates entered. When I saved the record, the dates suddenly appeared, however, the dates appear
in parenthesis, not with a comma as found in LOC. I.e., Smith, John, 1967-2014, instead I get Smith, John (1967-2014). What am I missing? Can this be changed?<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo4">If I recall correctly, if I do a bulk importer including all the subjects and agents, the system will not identify duplicates and will instead create a new record unless I have the
ID and use that instead of text. Do I have that correct?<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l2 level1 lfo4">I’ve not delved too deep into Subjects and Agents in ASpace other than very basic stuff so I am unsure how to handle subjects that start with an agent name and has subject qualifiers,
would that be a subject, or an agent? i.e. Smith, John, 1967-2014 -- pictorial works<o:p></o:p></li></ol>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Last but not least (and I could probably ask a million more questions)<o:p></o:p></p>
<p class="MsoNormal">With over a thousand new terms to be attached to almost a thousand archival object records, would I be better off first bulk importing the subjects and agents and then bulk importing the collection and link terms later? How would you handle
this part?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you for taking the time to read this, advise and/or answer my questions.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;mso-ligatures:none">Cheers,</span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:red;mso-ligatures:none"><img border="0" width="61" height="70" style="width:.6354in;height:.7291in" id="Picture_x0020_1" src="cid:image001.png@01DA0360.E511BE60"></span><span style="mso-ligatures:none">
</span><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:red;mso-ligatures:none"><img border="0" width="87" height="46" style="width:.9062in;height:.4791in" id="Picture_x0020_2" src="cid:image002.jpg@01DA0360.E511BE60"></span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;mso-ligatures:none">Sarit Hand <span style="color:#323130">200 Liberty St.</span></span><span style="color:#323130;mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;color:#323130;mso-ligatures:none">Digital Archivist New York, NY 10281</span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;mso-ligatures:none">Corporate Archives <span style="color:#323130">T 212.621.7035</span></span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;mso-ligatures:none"> </span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;mso-ligatures:none"><br>
<a href="mailto:shand@ap.org">shand@ap.org</a> </span><span style="mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="mso-ligatures:none"><a href="http://www.ap.org/"><span style="font-size:10.0pt;color:blue">www.ap.org</span></a></span><o:p></o:p></p>
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