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Archives / Accession records for Archives
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    Accession records for Archives
    In This Topic

    Add a new accession record

    To add a new accession record:

    1. From the Module Menu select Archives.
    2. Select Record Entry and then Accession Record.
    3. Fill in as much detail as required (see below for more information). An asterisk identifies a mandatory field.
    4. Click Save or Save & Close to save your changes.

    Edit an accession record

    To edit an accession record:

    1. From the Module Menu select Archives.
    2. Select Search Pages and then Accession Record.
    3. Find the record you want, and click Edit Record at the Full Display.
    4. Make your changes, and click Save or Save & Close.

    Link an accession record to an archival description

    If an accession record is not already linked to an archival description you’ll see the option to Add Archival Description at the Full Display of the accession record.

    1. Click this option to add a new archival description.
    2. Some of the information from the accession record is automatically copied across, for example, the title, extent and restrictions, but you can change this if you wish.
    3. Click Save or Save & Close to save your changes.

    If other child archival descriptions are created, the link to the accession record is automatically inherited by the children.

    Description of fields in an accession record

    Accession record details

    Accession title

    Assign a number and date, and a collective title for the records being described.

    Deposit details

    Select Type from the dropdown. A note can be added regarding any conditions, e.g. loan period. If you’re issuing a receipt for materials then add the number and date.

    The deposit types are set up in the ADTT lookup table, and can be maintained using the Table Manager.

    Purchase price

    Price details for any archival materials which have been purchased.

    Received from

    You can record the name of the person who deposited the materials in the Received from fields. Select the Type of donor from the dropdown.

    Click Search to display the Name Details Search page, find the name you want, and then click Select Record at the Full Display.

    Click Add if you want to add more names.

    Adding and editing name details

    The donor types are set up in the ADVR lookup table, and can be maintained using the Table Manager.

    Materials description area

    Extent and medium

    The extent as a number of units — e.g. 6 boxes — or as a unit of measurement — e.g. 3 metres. The medium on which the information is recorded, e.g. black and white photographs, cassette tapes or video recordings. Physical description and dimensions may be added. Click Add to add more than one type of medium.

    Display dates

    Select the type of date from the Type dropdown menu options and enter the date as text, e.g. June 2012.

    The date types are set up in the DDTC lookup table, and can be maintained using the Table Manager.

    Search dates

    Use the calendar to indicate a start and end date. Archives will use this date for facets and indexing. You can click the calendar icon to pop up a calendar and then click to select a date. You can click in the area in front of the month to display the calendar for that month in that year. Click in the space again to display a list of years to choose from. You can also use the forward and back arrows. Click in the space again and it will display a date range of years to choose from. Choose the year, the month and the day for the Start date and then do the same for the End date.

    Scope and content

    A summary of the contents, forms, time periods and subject matter.

    Archival history

    Record any successive transfers of ownership, responsibility or custody, and any history of arrangement, finding aids or re-use of records.

    Storage location

    Click Search to find and select a storage location.

    You can only select a storage location type which is classified as an area or container for physical items.

    Conditions of access and use area

    Access restrictions code

    Select from the dropdown.

    The access restriction codes are set up in the RACC lookup table, and can be maintained using the Table Manager.

    Conditions governing access

    General conditions of access for the unit of description. Each level of description may have different conditions applied.

    Use restrictions code

    Select from the dropdown.

    The use restriction codes are set up in the RUCC lookup table, and can be maintained using the Table Manager.

    Conditions governing use and reproduction

    General conditions of use for the unit of description, e.g. legal status, regulations, periods of closure or dates when the material will be released. Each level of description may have different conditions applied.

    Notes area

    Custodial notes

    The responsibility for the care of documents based on their physical possession. Custody does not always include legal ownership or the right to control access to records.

    Conservation notes

    Information regarding conservation conditions, preservation requirements or repair.

    Control area

    Former identifiers

    Any previous record numbers or codes, and a note about this identifier. You can search for the note using the "Anywhere" option in ACN, ARC, NAME or PHY searches.

    Variant identifiers

    Any previous names, numbers etc.