For container management improvements, merging top containers has been the 
priority for awhile based on the Staff Interface Enhancement Working Group 
recommendations and what we've heard from the community -- that's definitely 
what we're aiming for first. But, as you note, there's a JIRA for merging 
container profiles as well. We'll need to revisit this when we get there, but 
I'd think that once we get top containers worked out, adding the ability to 
merge container profiles would be a comparatively short step from there.

(Of course, if a community developer is able to tackle merging container 
profiles before we get there, we 'd love to hear from them. The program team or 
community members could likely create a more detailed specification for how it 
should look/behave based on what's in the JIRA.)

Christine

-----Original Message-----
From: archivesspace_users_group-boun...@lyralists.lyrasis.org 
<archivesspace_users_group-boun...@lyralists.lyrasis.org> On Behalf Of Kevin 
Clair
Sent: Tuesday, June 4, 2019 7:48 PM
To: Archivesspace Users Group <archivesspace_users_group@lyralists.lyrasis.org>
Subject: Re: [Archivesspace_Users_Group] merge Top Container functionality

Thanks, Christine! Will there be similar functionality for Container Profiles? 
Someone at our shop asked me about that the other day and I saw there's a 
ticket for it at https://archivesspace.atlassian.net/browse/ANW-550, but it 
looks like it hasn't been updated since last summer.  -k

On 6/4/19, 2:50 PM, "archivesspace_users_group-boun...@lyralists.lyrasis.org 
on behalf of Christine Di Bella" 
<archivesspace_users_group-boun...@lyralists.lyrasis.org on behalf of 
christine.dibe...@lyrasis.org> wrote:

    Hi Benn,
    
    Merging Top Containers has been on our development roadmap, and we know it 
is of great interest to a number of people in the community, but until recently 
we had not been able to identify a developer to take this on. We've now 
determined that we will be able to work on this after some of the large 
projects related to agents and infrastructure that are currently in progress 
have been completed. We're aiming for this functionality to be available in the 
application later this year.
    
    Christine
    
    Christine Di Bella
    ArchivesSpace Program Manager
    christine.dibe...@lyrasis.org
    800.999.8558 x2905
    678-235-2905
    cdibella13 (Skype)
    
    
    
    -----Original Message-----
    From: archivesspace_users_group-boun...@lyralists.lyrasis.org 
<archivesspace_users_group-boun...@lyralists.lyrasis.org> On Behalf Of Benn 
Joseph
    Sent: Tuesday, May 21, 2019 5:22 PM
    To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org>
    Subject: [Archivesspace_Users_Group] merge Top Container functionality
    
    Hi all,
    I'm curious whether there are any updates re: the ability to merge Top 
Containers. It looks like ANW-462 deals specifically with this but I can't tell 
if there has been much activity on it lately:
    
    
https://archivesspace.atlassian.net/browse/ANW-462?atlOrigin=eyJpIjoiZTc0MWQ4MDdlMjhjNGFlZmE4YTEwYzg3YTQ0ZmQzZTkiLCJwIjoiaiJ9
    
    Thanks!
    --Benn
    
    Benn Joseph
    Head of Archival Processing
    Northwestern University Libraries
    Northwestern University
    www.library.northwestern.edu
    benn.jos...@northwestern.edu
    847.467.6581
    
    
    
    -----Original Message-----
    From: archivesspace_users_group-boun...@lyralists.lyrasis.org 
<archivesspace_users_group-boun...@lyralists.lyrasis.org> On Behalf Of Tang, 
Lydia
    Sent: Wednesday, January 16, 2019 12:18 PM
    To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org>
    Subject: Re: [Archivesspace_Users_Group] REMINDER: Proposal for Container 
Management Enhancements - Call for Community Input
    
    I second the ability to merge containers!  😊
    Lydia
    
    From: <archivesspace_users_group-boun...@lyralists.lyrasis.org> on behalf 
of Valerie Addonizio <vaddo...@jhu.edu>
    Reply-To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org>
    Date: Wednesday, January 16, 2019 at 1:17 PM
    To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org>
    Subject: Re: [Archivesspace_Users_Group] REMINDER: Proposal for Container 
Management Enhancements - Call for Community Input
    
    I know that the comment period is closed, but this seemed like a logical 
place to ask whether the idea of container merging functionality was considered 
as part of this effort (I know it is not in the scope of work, but was it 
considered and not selected?) and whether other institutions are in need of 
such functionality?
    
    From: archivesspace_users_group-boun...@lyralists.lyrasis.org 
[mailto:archivesspace_users_group-boun...@lyralists.lyrasis.org] On Behalf Of 
Bowers, Kate A.
    Sent: Thursday, December 20, 2018 4:16 PM
    To: Archivesspace Users Group
    Subject: Re: [Archivesspace_Users_Group] REMINDER: Proposal for Container 
Management Enhancements - Call for Community Input
    
    Dear ArchivesSpace community:
    
    Apologies for the length of this. I’ll try to address a lot of comments, 
but not all!  Please let me know if (as they may well do) my elaborations only 
elicit more questions!
    
    In general, most of these proposals are derived from facing problems of 
scale. Harvard has 30 repositories and over 200 users of ArchivesSpace. Others 
have to do with managing “medium rare” materials’ locations and containers in 
ArchivesSpace.  (Medium-rare is a tongue-in-cheek term used to cover materials 
that might exist in multiple manifestations but that have archival or rare 
characteristics or treatment. Examples include entire libraries ingested into 
an archives, author’s own copies of their books, annotated books, or the record 
copy of serials or reports kept by institutional archives.)
    
     • Multi-field top container indicators
         Some commenters wondered if the multiple fields were to accommodate 
child containers. To clarify, the suggestion was to facilitate parsing top 
container identifiers.  As a few commenters have surmised, this is to cope with 
legacy numbers.  These are especially common on medium-rare materials.
         One suggestion was to use a sort algorithm that would obviate the need 
for separated fields for data. However, because there would be is more than one 
algorithm necessary over the installation, such a solution would require an 
added field to identify the algorithm and probably a third field retain a value 
derived by the algorithm to be sorted alphanumerically. Thus, the direct 
3-field solution seems simpler. (A 4-field suggestion was mooted in the 
committee as potentially more useful communally.) It does occur to me that 
there just might not be enough really old, really big repositories with lots of 
legacy identifiers in the ArchivesSpace community for the parsing of legacy 
numbers to be a common problem. I appreciate the recognition that a plug-in 
might be needed instead, but it would be worth hearing from any repositories 
with similar issues.
    
     • Container and location profiles by repository
           We were envisioning a one-to-one profile-to-repository scenario. Due 
to the ArchivesSpace staff user interface requirement that one identify only a 
single repository at login, it is extremely easy for users to forget the impact 
they might have beyond their repository if they change or delete a shared 
record.  We have already experienced mistaken mergers and deletions of agents 
due to the design of AS staff user interface that does not allow one to see 
where the record may be linked beyond their repository.  For this reason, it is 
wise to be able to limit changes and deletions of location profiles and 
container profiles impact to the same chosen repository.
    
     • Inactive
         As Maureen wisely intuited, inactive locations are necessary to 
recording a complete location history.  However, there are additional use 
cases. When a repository is renovating, for example (as is happening now at the 
Schlesinger Library) the shelves in a location may be inactive for a time and 
become active again when the building re-opens.  Other scenarios include water 
intrusion or other occasions when a smaller sub-set of shelves may have to 
become inactive until repairs are completed and tested before the shelving can 
again come into use. Because inactive locations are to be eliminated by default 
from search results, we can prevent them from overwhelming staff members’ 
search results or sending staff to unusable locations.
    
     • Notes in containers and locations
         Notes are for dedicated shelving or rehousing issues.  Notes on 
containers may contain things like “Label falling off” “Acidic-needs replacing” 
“Acid box replaced with acid-free box 2017-06-08” “Not on shelf 2015-10-10”.  
Notes on locations may contain things like “only use as last resort—overhead 
drip pan makes retrieval difficult” “reserved for outgoing transfers until 
2019-01-01”.  In locations especially, we would expect the reason for a 
location becoming inactive might be noted.  “Made inactive because next to 
heating duct—do not reactivate”.
    
     • Bibliographic record IDs in containers
         This data would allow for more sustainable interoperability between 
systems and more flexibility in workflows.
         Especially with medium-rare materials, the physical item’s location 
might need to be recorded before description is finalized, and if the 
description is to be created in foreign system and ingested to ArchivesSpace, 
hooking up the container and location will be problematic.  In this scenario, a 
resource with initial description in a bibliographic system could be placed on 
an archives’ shelf, and the description, once completed in the ILS, could be 
ingested via MARC XML ingest for example.  After the resource is ingested, the 
ILS bibliographic record number could be searched in the containers to link the 
container to the resource.
         When an ILS system migrates, it is unlikely that the migration would 
maintain obsolte holding or item system numbers, but it is common to migrate 
with obsolete bibliographic system record numbers embedded into the new system. 
 Should there be a need to re-migrate holdings or items from ArchivesSpace to a 
new ILS, bibliographic record numbers would ensure continuity.
    
    Thanks for reading!
    
    Kate
    
    
    
    
    
    
    From: archivesspace_users_group-boun...@lyralists.lyrasis.org 
<archivesspace_users_group-boun...@lyralists.lyrasis.org> On Behalf Of Maureen 
Callahan
    Sent: Monday, December 17, 2018 2:09 PM
    To: Archivesspace Users Group 
<archivesspace_users_group@lyralists.lyrasis.org>
    Subject: Re: [Archivesspace_Users_Group] REMINDER: Proposal for Container 
Management Enhancements - Call for Community Input
    
    A million thanks to folks from Harvard for showing leadership and investing 
to improve the experience of the software for all of us.
    
    I was having pleasant flashbacks to my days at Yale working through the 
original specifications for the container management functionality -- what it 
all means, what it should do, how this will improve the experience for 
archivists and patrons, and how to abstract all of this work to more general 
archival and data management principles. It's such fun, hard work!
    
    Generally speaking, it would be really helpful if user stories gave a 
better sense of what you want to accomplish instead of what you want to see on 
the screen. For some of this, I had a hard time understanding where you were 
coming from and I think it's possible that there are different ways of 
accomplishing what you've laid out. "As an W, I want to have X feature, so that 
Y behavior happens in Z way and lets me do my work in ABC fashion." I think 
that many of the goals behind this proposal are sound, but that perhaps there's 
too narrow an approach to solutions to meet these goals. Developers might find 
better ways to address the problems you've identified.
    
    1. Hell YES there need to be easier ways to browse/sort/find locations!!!!
    
    2. I agree that it would be useful to have the option to filter 
locations/container profiles by the repository they tend to belong to and that 
this should also be extensible so that it's easy to change this information 
after a move or administrative change. I sort of remember that folks at NYU 
talked about this as a possible outcome in the beginning of their location 
profile work, so it may be worth talking with them about the best way to think 
about it and any reasons they might have opted to not associate a repository 
with a location profile.
    
    3. Lora did some nice work with search to make it possible to see the 
entire breadcrumb trail of where a search result comes from (the hierarchies of 
AOs within a resource). I'm thinking that perhaps you just want the same thing 
to happen when you look at the associated archival objects / accessions in a 
top container, rather than adding another column (resource) to the search 
result.
    
    4. As someone who has had to do a lot of systems migrations that involved 
moving heterogenous data into more structured places, I get really nervous 
about a notes field for either the location or the top container. If there are 
common types of information that end up in this field, it may be worth 
considering adding more structured fields to either the location or the 
location profile or container or container profile so that it can be better 
managed, queried, and kept tidy & up-to-date. What's the scenario by which 
someone would actually look at this notes field? What do you want to go in 
there?
    
    5. Soooooo tell me more about this inactive location idea. AFAIR, 
ArchivesSpace doesn't keep an audit trail of previous locations. What's the 
value of knowing that inactive locations exist when there aren't containers 
living in those locations and there's no way to see that those locations 
perviously held containers?
    
    6. This may be implicit in your proposal, but it sounds like you want 
"repository" to be a multi-valued field in your location profiles and your 
container profiles. Paige boxes, for instance, will probably end up being 
associated with every repository.
    
    7. I was initially a bit perplexed by the request to add additional fields 
for container indicators, but reading between the lines, my guess is that you 
want to be able to sort them properly in various circumstances.
    
    If, for instance, you have boxes 2, 2a, and 3, you want to be able to make 
sure that when you sort by indicator, they appear in this order. That's a great 
goal! But I think that you might want to state this goal instead of stating one 
possible outcome.
    
    I definitely DO NOT want a three-part container indicator because who knows 
what kind of crap people will put in those fields and they could potentially be 
a nightmare to clean up. Plus, it would have to account for every possible 
heterodox way that people design their container indicators -- or just default 
to Harvard's scheme, which... I mean, this is software for the whole community.
    
    Instead, I would suggest making the requirement that you want for 
alphanumeric characters to sort properly and clever developers can come up with 
the best way to do this. That seems like a more elegant solution than changing 
the data model.
    
    8. YES BIBIDs!!!! But my read is that a BIBID is a control number for 
intellectual description, not for holdings. I know that folks are currently 
putting BIBIDs in user-defined fields in the resource record, and it would be 
great for those to have a canonical spot to help with systems integrations. I 
would much rather see the addition of a BIBID to the resource record, which can 
then be displayed with the top container by the system if desired (although 
why?). There's already a field for the ILS holdings ID to go with the top 
container.
    
    Thanks all,
    Maureen
    
    
    --
    Maureen Callahan
    Sophia Smith Collection Archivist
    Smith College Special Collections
    Northampton, Massachusetts 01063
    413 585 2981
    mcalla...@smith.edu<mailto:mcalla...@smith.edu>
    
    Pronouns: she/her/hers
    
    Smith College Special Collections is now housed at Young 
Library<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.smith.edu_libraries_about_new-2Dneilson_wheres-2Dmy-2Dlibrary&d=DwMFaQ&c=WO-RGvefibhHBZq3fL85hQ&r=wwc_Z_TbmWbPFh7My2zRxmrGgCNO-71Fwzlmd8YZVUY&m=bbRMI526TLbYRRGdpIJjhaQSNXcp3-xidB745mYa688&s=6_5o894RumU3UiMWDspYsi9hvlxzwybbDZhwqxoqzUk&e=>.
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here<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.smith.edu_libraries_about_new-2Dneilson&d=DwMFaQ&c=WO-RGvefibhHBZq3fL85hQ&r=wwc_Z_TbmWbPFh7My2zRxmrGgCNO-71Fwzlmd8YZVUY&m=bbRMI526TLbYRRGdpIJjhaQSNXcp3-xidB745mYa688&s=D7vktPydut0KZQpgPuTDeMfGLme5d9GNsfXHoWV7CRk&e=>.
    
    On Mon, Dec 17, 2018 at 12:42 PM Rackley, Marilyn 
<marilyn_rack...@harvard.edu<mailto:marilyn_rack...@harvard.edu>> wrote:
    Dear all,
    
    Please remember to review the Harvard Library proposal for container 
management enhancements and submit feedback by Wednesday, December 19, 2018. 
See the email below for more information.
    
    In case people are not able to access the attachment, the proposal can also 
be accessed through this link: 
https://urldefense.proofpoint.com/v2/url?u=https-3A__drive.google.com_open-3Fid-3D14-2D6CFEAATfwYc1JZoAmCSD3CQVW7p3b3&d=DwIGaQ&c=yHlS04HhBraes5BQ9ueu5zKhE7rtNXt_d012z2PA6ws&r=fciHLC2ou0tXKp-JlPlsrEmslFw9tnR331DgXAhVLvo&m=K5QjuKlUxPPrg2p5830gF8oT3Voegkm_3vzVJ05lgm4&s=bInpBUPKeV0QKr-JQH2j9yaDdfw8v580qBTSZmMBwx4&e=<https://urldefense.proofpoint.com/v2/url?u=https-3A__drive.google.com_open-3Fid-3D14-2D6CFEAATfwYc1JZoAmCSD3CQVW7p3b3&d=DwMFaQ&c=WO-RGvefibhHBZq3fL85hQ&r=wwc_Z_TbmWbPFh7My2zRxmrGgCNO-71Fwzlmd8YZVUY&m=bbRMI526TLbYRRGdpIJjhaQSNXcp3-xidB745mYa688&s=1GjU8ktQ9bncQdhvdE2zi0a2fHSWL8NDj17jV9byJn8&e=>.
    
    We really appreciate all the comments provided so far.
    
    Best,
    Marilyn
    
    From: Rackley, Marilyn
    Sent: Monday, December 3, 2018 9:36 AM
    To: 
archivesspace_users_group@lyralists.lyrasis.org<mailto:archivesspace_users_group@lyralists.lyrasis.org>
    Subject: Proposal for Container Management Enhancements - Call for 
Community Input
    
    Dear ArchivesSpace Community,
    
    The Harvard Library has been reviewing container and location management 
functionality in ArchivesSpace and we are proposing to make enhancements to 
this functionality that we would like to contribute to the core code.
    
    With these enhancements, we hope to make finding, viewing, and updating 
information related to containers and locations in the staff interface more 
efficient and effective.
    
    We have completed the draft proposal attached to this email and we are now 
asking for community review and feedback. The proposal includes the rationale 
for the changes, a list of database fields to be added, user stories describing 
the specific changes we are proposing, and mockups of the related updates to 
the staff interface. Please note that in the proposal, certain changes are 
designated as being a lower priority; it is possible that we may not be able to 
complete all the proposed changes at this time.
    
    If you have questions or feedback, please email me at 
marilyn_rack...@harvard.edu<mailto:marilyn_rack...@harvard.edu> and/or Robin 
Wendler at robin_wend...@harvard.edu<mailto:robin_wend...@harvard.edu>. We will 
be accepting comments through Wednesday, December 19, 2018.
    
    We look forward to receiving community input.
    
    Best,
    Marilyn
    
    Marilyn Rackley
    Aeon Project Manager and Digital Librarian Harvard Library | 617.496.4043 
marilyn_rack...@harvard.edu<mailto:marilyn_rack...@harvard.edu>
    
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