Appendix A - Society of American Archivists

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The Statement of Principles, a revision of the principles developed early in theCUSTARD project, provides a concise articulation of the nature of archival materials andhow that nature translates into descriptive tools. The statement forms the underpinningsof the rules themselves.DACSThe Overview of Archival Description discusses various types of descriptive tools andthe importance of providing access points or index terms to lead researchers to them.While names of creators and functions are powerful access mechanisms for the context ofmaterials, the importance of topical subjects, documentary forms, geographic names, andother types of index terms are emphasized in this section.Chapter 1 outlines the DACS elements that must be included in different levels ofdescriptions, “level” referring both to the hierarchy of the materials themselves (i.e.,whether a given description encompasses the entirety of an individual’s papers or a singleletter therein) and to the amount of detail provided in the description. The chapterarticulates specific data elements that should be included in descriptions ranging fromaccession records to full finding aids, from a collection-level MARC 21 record to a fullyencoded EAD instance. “Requiredness” of specific data elements was cumbersome toarticulate in the context of each rule due to varying needs and practices at different levelsof description, so this information has been placed in text boxes on pages 8–11.DACS also contains a “commentary” for many data elements and occasionally for aspecific rule. The commentaries serve to amplify, explain, or provide greater context forthe element or rule, particularly in areas where archival practice has been less thanuniform in the past.DACS integrates rules for describing archival and manuscript materials and collections.Gone is the notion of the “artificial” collection. Materials that are gathered together by aperson, family, or organization irrespective of their provenance are intentionally andconsciously assembled for some purpose. Most repositories in the U.S. have suchcollections, and they need to be handled and described the same way as materialstraditionally considered to be “organic.”DACS contains no specific rules for the description of particular media, e.g., soundrecordings, maps, photographs, etc. Standards for the description of such materials arecreated and maintained by other groups in the library and archival communities, and toreproduce these rules or try to supersede them here would be both presumptuous and amaintenance nightmare. Archivists who need such specialized rules should consultmedia-specific standards, which are listed in Appendix B.Finally, while DACS is designed to be output neutral, it nevertheless provides examplesencoded in both EAD and MARC 21 for each data element in Part I, and for Chapters 9and 10, as these are the two output systems currently used by most archivists.126 DESCR IB IN G ARCH IVE S: A CON TENT STAND ARD
KRIS KIESLINGCo-chair, CUSTARD Project Steering CommitteeCROSS WA LKS 127
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Agenda Item II.A.Society of America
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APPENDIX A: Full text of revisionD
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ContentsPrefaceAcknowledgementsStat
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PrefaceDescribing Archives: A Conte
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Finally, the subcommittee considers
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DACS 2013 DACS 2004Minimum, Optimum
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Statement of PrinciplesThe followin
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serves to identify archival materia
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which the descriptive system is ent
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Overview of Archival DescriptionThe
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Access points fall into six broad c
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created. Examples of such concepts
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PART IDescribing Archival Materials
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documents and other acquisition rec
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CHAPTER 1Levels of DescriptionArchi
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Requirements for Single-level Descr
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Multilevel RequiredThe top level of
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12 DESCRIBING ARCHIVES: A CONTENT S
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General Rules2.1.2. Record a refere
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2.2 Name and Location of Repository
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2.3.3. When devising title informat
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Paul Hibbet Clyde and Mary Kestler
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Coalition to Stop Trident recordsSt
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2.4 Date Element (Required)Purpose
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2.4.8. When further accruals are ex
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No dates2.4.16. When recording date
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General Rules2.5.3. Record the nume
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approximately 275 digital image and
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Commentary: When describing the rec
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Item title: Biography of Gardiner G
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2.7.5. Where the administrative/bio
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1886 Born 14 October, Fayetteville,
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lessons in voice and piano at Weste
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of the Texas Commission on Interrac
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long-range planning effort for capi
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Other Significant Information2.7.33
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Exclusions3.1.1. Record information
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File contains telex printouts of al
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Subseries 5, Alden Stevens, 1941-19
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the period of closure or the date w
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The audio cassettes are located in
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The Personnel Master File contains
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archives preserving the work is loc
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4.5 Languages and Scripts of the Ma
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4.6 Finding Aids Element (Added Val
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CHAPTER 5Acquisition and Appraisal
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5.2 Immediate Source of Acquisition
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5.3 Appraisal, Destruction, and Sch
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5.4 Accruals Element (Added Value)P
Page 102 and 103: 6.1.6. Record any identifying numbe
Page 104 and 105: 6.2.4. If appropriate, record infor
Page 106 and 107: The following sources provide addit
Page 108 and 109: CHAPTER 7Notes Element7.1 Notes Ele
Page 110 and 111: Actions and conventions include but
Page 112 and 113: Francis Ellingwood Abbot papers, An
Page 114 and 115: Archivist and Date8.1.5. Record the
Page 117 and 118: Introduction to Describing Creators
Page 119 and 120: eferences to related names and vari
Page 121 and 122: CHAPTER 9Archival Authority Records
Page 123 and 124: of the elements defined by DACS, bu
Page 125 and 126: a work that might reasonably be sou
Page 127 and 128: CHAPTER 11Description of the Person
Page 129 and 130: ut returned to South Dakota to help
Page 131 and 132: Farmers’ spouses (occupation; fro
Page 133 and 134: Historical Summary (11.2.1):Thomas
Page 135 and 136: personEAC-CPF encoding indicating t
Page 137 and 138: n 78095825Type of Related Entity (1
Page 139 and 140: ARC-ID-976172 (unique identifier as
Page 141 and 142: Biographical data assembled by Lael
Page 143 and 144: US MMeT-C UA032Boston School of Occ
Page 145 and 146: Archival Authority RecordForm of th
Page 147 and 148: Date(s) of Authority Record Creatio
Page 149 and 150: APPENDIX A2004 PrefaceArchives, Per
Page 151: has been officially sanctioned at l
Page 155 and 156: Waverly B. Lowell and Tawny Ryan Ne
Page 157 and 158: The Moving Image Genre-Form Guide.
Page 159 and 160: VRA Core Schema and Documentation.
Page 161 and 162: 2.7.30 Amalgamations andmergersl-ea
Page 163 and 164: example here)2.2 Name and Location
Page 165 and 166: 12.2 Type of related entity -12.3 N
Page 167 and 168: 2.5 Extent and subelements, ,, rec
Page 169 and 170: 7 Notes 3.6.1 Note8 Description con
Page 171 and 172: and 2012 creating a draft revision.
Page 173 and 174: Availability of DACSTS-DACS strongl
Page 175 and 176: Revision Comments 2011All comments
Page 177 and 178: create an abstract, but that “suc
Page 179 and 180: Clarifying wording, specifically us
Page 181 and 182: Appendix 1: Not related to textDACS
Page 183 and 184: Appendix 2: Potential New MaterialD
Page 185 and 186: widely known, such as NOW for Natio
Page 187 and 188: Appendix 3 Introductory TextDACS RE
Page 189 and 190: o the description indicates the sou
Page 191 and 192: Choosing between personal/family an
Page 193 and 194: Appendix 5: Reference CodeDACS REVI
Page 195 and 196: Appendix 6: TitleDACS REVISION:Subm
Page 197 and 198: NB: I realize that as a member of T
Page 199 and 200: Affiliation: Harvard University / S
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Perhaps we need to make a reference
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o theses and dissertationso pamphle
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Example:Squirrel food [crank mail]2
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BRIEF DESCRIPTION OF CHANGE:New rul
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o Artificiality or organic nature o
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2.3.18Discuss replacing the word "p
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Appendix 7: DateDACS REVISION:Submi
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Appendix 8: ExtentDACS REVISION:Sub
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Appendix 9: Name of Creator(s)DACS
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Appendix 10:Administrative/Biograph
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Appendix 12: System of ArrangementD
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these is "Arranged by subject but i
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Appendix 13:Technical AccessDACS RE
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Appendix 15: AppendicesDACS REVISIO
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Revision Comments 2012Comment summa
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knowledge. These days, whethersomet
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2.3 Title Element The use of “dev
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-- shouldn't the two new examplesha
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person. Comment: Since theserules a
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sources”?2.5.7 last example: add
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p. 105, paragraph 3 This 2 nd to la
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questionable element, not afterthe
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in the text, in a footnote, or in a
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guidance on (and examples of) thisw
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families?5 What is the role now for
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It would be too much to expectarchi
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the chapter.2.3.8 Rule is explicitl
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archival authority data lostbecause
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no need for this part of thecontent
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this rule over verbatim fromChapter
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First, thanks for providing a redli
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Director, Archival Technical Servic
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Collection Contents: Action: DACS R
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[yyyy]BLANK ---BLANK --- electroni
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Dear Gordon,Thanks very much for al
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of discrete descriptive elements th
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Variant name(s): Clark, Charles Jos
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W.P.A.(Works Progress Administratio
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United States. National Archives an
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Minnesota. Division of Game and Fis
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ISO 8601-Data elements and intercha
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Tufts University Digital Collection
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I am submitting a document of compi
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2.5.7: Also 2 new examples are abou
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Indicate a probable date by adding
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I have one specific observation abo
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ules for describing items, is large
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Optimal levelrequirementsPlace of p
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ReproductionsSize/dimension:Require
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DACS notesWill need to update intro
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‣ enable users to query social pr
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documents also provide at-a-glance
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Records Administration have been en
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egulation and shareholder actions,c
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primary categories of access points
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while meaningless to almost every r
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“Consistency requires that the na
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Description and Encoding Examples1.
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Family: "Dos o más personas relaci
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The Scope and Content element is in
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Manuscripts and ArchivesYale Univer
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2.2. Chapter 1. Levels of Descripti
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Christine--Christine D. de Catanzar
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!!!T H E SO C I E T Y O F A M E RI
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archivists, seven U.S. archivists,
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%"&'!The Overview of Archival Descr
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xDESCRIBING ARCHIVES: A CONTENT STA
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consistently within the institution
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equire different rules to describe
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xviDESCRIBING ARCHIVES: A CONTENT S
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codes may be found in the MARC 21 d
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Guidance on the formation of geogra
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xxiiDESCRIBING ARCHIVES: A CONTENT
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LEVELS OF DESCRIPTION 13
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elsewhere in the descriptive record
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2.3.16. If the records of more than
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2.4.7. If the materials comprising
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applied from a controlled vocabular
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Actions and conventions include but
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DESCRIBING ARCHIVES: A CONTENT STAN
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the authority entry (i.e., a standa
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that provide the information necess
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creators by providing descriptions
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9.10. Optionally, record pseudonyms
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9.32. Indicate by codes or text whe
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11.14. Briefly describe the nature
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names. In case of doubt, do not con
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Languages and language groups:Afrik
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Swedish: See Scandinavian languages
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&#7=C&>>>&12.9. E N T R Y O F O T H
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DO@B
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12.15C. Do not add other titles or
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,
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administrative acquisition records,
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13.4B. General Rule13.4B1. Add to t
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14.1B. Romanization 7314.1B1. If th
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14.2C. Variant Forms of Names Found
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14.3C2. Ancient and International B
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_/c&FRV>>&If, however, the name is
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14.4C2. Names of Countries, States,
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14.5B. Citations of Honors14.5B1. O
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14.7. Conferences, Congresses, Meet
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14.8B. Additions14.8B1. As instruct
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&&_
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14.15B. If the parent bodies are en
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is likely to be, used by another ag
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14.20B2. If a heading is establishe
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14.24. A R M E D F O R C ES14.24A.
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maps, charts, plans, and related ma
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G raphic materials Documents in the
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the records of another individual o
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!//'>2%a)Y))#*
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Gregory A. Pass; Association of Col
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2003. Available online at: (accesse
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Washington D.C.: Library of Congres
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11.17 Explanation of the relationsh
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236 DESCRIBING ARCHIVES: A CONTENT
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Swine Influenza Immunization Progra
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Herndon-Weik Collection of Lincolni
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Swine Influenza Immunization Progra
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in surnames with prefixes (12.5D1),
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dates of relationship of related pe
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place names (13.4F1, 13.5B), 156, 1
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originalsdefinition, 205destruction
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software requirements (4.3.6), 4849
show all

Appendix A - Society of American Archivists

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