ROLE
Select from the dropdown menu the role of the creator of your collection, ex. Creator or Source (if describing collector)
AGENTS
First “Browse” from the dropdown arrow (or simply search in the text box) to see if your agent is already in ArchivesSpace. Search in the text box on the upper left of the screen that pops up. If you do find your agent, check the box to the left of the name and click the blue “Link to Agents” button on the bottom left of the pop-up screen.
If you do not find your agent in the Browse screen (or via search in the text box) then select “Create” from dropdown arrow. Usually you’ll be selecting either “Person” “Family” or “Corporate Body.”
Fill in the Agent Record screen that pops up
PUBLISH
Check the Publish radio button
DATES OF EXISTENCE
If your agent has dates associated with the name, use this field to record that information, not the Dates field in Name Forms
SOURCE
Select from dropdown menu where you are deriving the name from, usually this will be LCNAF or local if no authorized form exists
RULES
Select from dropdown menu the rules used to formulate the name of the agent, usually Resource Description and Access (RDA)
NAME ORDER
Keep “indirect” selected from the dropdown menu
PRIMARY PART OF NAME
Enter the last name of your agent
REST OF NAME
Enter the first name of your agent
*If your creator has an authorized listing that includes prefix, etc. please fill those data fields in as well.