CSVSpace can be used to create entirely new Procedural and Authority Term Records, or to update existing Procedural and Authority Term Records. The tool can also be used to create Relationships between Records, and to create Hierarchical Relationships among Authority Term and Object Cataloging Records.
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Authority Term records include Persons, Organizations, Concepts, Storage Location, etc.
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title | Creating or Updating Procedural or Authority Term Records |
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To create new Procedural (e.g. Objects, Loans, Acquisitions) records, follow the data formatting guidelines and then move to the instructions for using the CSVSpace webapp. To update existing Procedural or Authority records, your spreadsheet only needs to contain the columns you plan to update. Fields that aren’t in your spreadsheet won’t be affected by the import. Critical tip: If the data you’d like to update includes multi-valued fields, all existing values will be replaced by the data you import. To make sure you don’t delete existing values by mistake, we suggest first exporting the records you’d like to update via the Search Results Export feature, and then editing that CSV vs. creating one from scratch. For example, if your existing record has colors Red and Blue, and in your spreadsheet you enter the value Green into the cell, after updating, your Color field will only include Green. If you want to keep Red and Blue and add Green, your Color cell needs to read: Red|Blue|Green.
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title | Creating Relationships Between Existing Procedures |
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To create relationships between procedures, use the “Non-Hierarchical Relationship” template in GitHub. Your spreadsheet needs to include the record type for both sides of the relationships and the ID number for both records, example below.
item1_type | item1_id | item2_type | item2_id | acquisitions | 2001.001 | collectionobjects | 2001.001.0001 | acquisitions | 2001.001 | collectionobjects | 2001.001.0002 |
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title | Creating Hierarchical Relationships Between Authority Terms |
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To create hierarchical relationships between Authority Terms, use the “Authority Hierarchy Relationship” template in GitHub. Your spreadsheet needs to include the Authority type and sub-type (e.g. for Concept, if the terms are in the Activity sub-Authority) for both sides of the relationships and the Display Name for both records, example below.
term_type | term_subtype | narrower_term | broader_term | conceptauthorities | activity | CSVSpace Act 001a | CSVSpace Act 001 | conceptauthorities | activity | CSVSpace Act 001b | CSVSpace Act 001 |
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