Appendix A: EASi Metadata Reference
Appendix A: EASi Metadata Reference
This section contains definitions of email and collection metadata fields available in EASi.
Email Metadata
This table attempts to provide details for each metadata element associated with items in EASi. For each element, you can use this table to get a basic description and also identify how it is labeled in the full display, how to search or filter for it, and if it has a column in the brief display. Where a metadata type does not have a display label, search label, etc., this is denoted by "n/a".
Label in full display | Search label | Filter label | Results column | Definition |
Accession ID | accession_id: | Accession ID | n/a | Optional wwner-supplied identifier that can be assigned to content in EASi. |
n/a | account_id: | n/a | n/a | "Account ID" is the DRS owner code associated with messages and attachments. Not displayed or searchable in EASi, except for admin-level users in OIS. Use upper case when searching. |
Admin categories | admin_cat: | Admin category | Admin categories | An administrative category is an optional curator-assigned label, such as an exhibit name, project name, etc., that is used to classify a set. |
n/a | attachment_count: | Attachments | Number of attachments | Number of attachments associated with message |
CC/BCC | bcc_display: | BCC | BCC (display) | BCC (display); display name for blind CC |
CC/BCC | bcc_email: | BCC | BCC (email) | BCC (email); address for blind CC |
Billing code | billing_code: | Billing code | Billing code | Required. DRS billing code associated with a message or attachment. To search use the full un-wildcarded billing code (upper or lower case is OK). |
n/a | body_text: | Body (text) | n/a | Body (text) is any text in message body |
CC/BCC | cc_display: | CC | CC (display) | Display name portion of CC in message header |
CC/BCC | cc_email: | CC | CC (email) | Address portion of CC in message header |
Collection | collection_title: | Collection title | Collection title | Optional. Title of the collection to which messages and attachments belong. |
Directory | n/a | n/a | n/a | This is the directory path of the message on the donor's local system. This metadata appears in the full display metadata panel, but is not searchable. Is a subset of the "Relative Path" field, which is searchable and has an optional column in the brief display. |
Document | rights_basis_doc | Rights doc | Rights doc | A document stored in the DRS that documents the selected rights basis. Enter the DRS URN of a document or text object under your owner code or HL.shared owner code. |
Document note | rights_basis_doc_note | Rights doc note | Rights doc note | A free text note field if additional information about the basis documentation is needed |
DRS Access Flag | access_flag: | DRS Access Flag | Access code | The DRS access flag controls access to messages and attachments once these are stored in the DRS. Values include P (public), R (restricted to Harvard users), and N (not accessible). Items ingested by EASi are assigned "N" by default, unless the curator specifies a different value. Required at ingest to EAS. |
EASI ID | item_id: | EASI ID | EASI ID | EASI ID is the unique numeric identifier assigned to every item processed by EAS. |
Embargo dates | emb_end_date: | n/a | Embargo end date | Start and end dates define a time period during which the message and/or attachment cannot be made publicly available. |
Embargo dates | emb_start_date: | n/a | Embargo start date | Start and end dates define a time period during which the message and/or attachment cannot be made publicly available. |
Embargo duration | emb_duration | Embargo duration | Embargo duration | Length of time (in years) of an embargo. Enter a whole number only. |
Filename | file_name: | Filename | Attachments | Filename of attachment |
n/a | file_name: | Filename | Relative path | Filename of message |
Size | file_size: | n/a | File size (bytes) | Byte size of attachment |
Flags | flag: | flag | Flags | Flags, assigned automatically during ingest, indicate the possible presence of social security numbers (SS#) or credit card numbers (CREDITCARD#). Flagged messages must be reviewed by the curator and may require additional processing. Flags are internal values not intended for public display. |
From | from_display: | From | From (display) | Display name portion of From in message header (apparent author of a message) |
From | from_email: | From | From (email) | Address portion of From in message header (apparent author of a message) |
n/a | full_message: | Full message | n/a | Text of the message plus contents of email header (To, From, etc.) |
n/a | item_type: | Item Type dropdown | Type | Item type can be "email" or "file" (attachment) |
Licenses | license: | License | Licenses | URN to a license or donor agreement file stored in the DRS. |
Non-public note | non_public_note: | Non-public note | n/a | Contents of the non-public note field associated with a message or attachment. |
Import ID | packet_id: | Import ID | n/a | ID assigned by EASi to every item (message, attachment) in an import packet. |
Import name | packet_name: | Import name | Import packet name | Supplied by curator at ingest to EASi and assigned to every item (message, attachment) in an import packet. |
Processing level | proc_level: | Processing level | Processing level | Indicates processing level of the item (message, attachment). Values are "minimal", "partial", "full" |
Public note | public_note: | Public note | n/a | Optional public note intended to display in a future discovery interface to EASi data. |
n/a | rel_path: | n/a | Relative path | This field contains directory path and file name of a message relative to the donor's local system. During conversion, EASi adds additional values to this path, so it isn't a true representation of the email directory on the donor's system. Despite the artificial bits added by EASi, sorting by relative path in the results list provides an approximation of mail folder hierarchy. |
Review date | review_date: | n/a | Review date | This is the optional date field portion of the "Needs Review" flag. Assign a review date to a message (or attachment) to flag it for additional review, either in EASi or once this content is stored in the DRS. |
[Review] Note | review_note: | Review note | Review note | This is the optional note field portion of the "Needs Review" flag. Assign a note to a message (or attachment) to flag it for additional review , either in EASi or once the content is stored in the DRS. |
Rights basis | n/a | Rights basis | Rights basis | The statute, license, policy, etc. that is the basis for the rights granted and any restrictions associated with the content. These values for rights basis have been defined so far: * Harvard policy: rights and restrictions that derive from Harvard policies (e.g., HU Archive's "Corporation Vote of March 13, 1995"). * License: legal agreement between two or more parties (e.g., contracts, donor agreements). * Risk assessment: rights and restrictions that arise from a curator's judgement (e.g., risk assessment in the absence of specific license, statute, or policy). * Statute: governmental regulations and laws (federal, state, city, etc.). |
Secure storage | secure_storage | Secure storage | Secure storage | Optional. Indicates the item must be placed in secure storage once archived in DRS. Select: * Secure storage (confirmed) if you reviewed the content before requesting this. * Secure storage (unconfirmed) if you did not review the content. * [blank] if secure storage is not needed. |
Sender | sender_display: | Sender | Sender (display | Display name portion of Sender in message header (the actual sender of a message) |
Sender | sender_email: | Sender | Sender (email) | Email portion of Sender in message header (the actual sender of a message) |
Message Date | sent_date: | Date sent | Date sent | Date message or attachment was sent. Original date appears in full display. EASi translates this into a UTC date for searching and filtering |
Series | series: | Series | Series | Title of an archival record series that can be associated with messages or attachments. |
Subject | subject: | Subject | Subject | Subject from message header |
Tags | tag: | Tag | Tags | Tags are descriptive metadata values (like subject headings) that can be assigned to messages and attachments. In a future discovery interface, these tags will aid in discovery and retrieval. |
n/a | text: | All text | n/a | Text of the message plus title of attachment(s) |
To | to_display: | To | To (display) | Display name portion of To field in the mail header |
To | to_email: | To | To (email) | Email portion of To field in the mail header |
Collection Metadata
This table defines each of the metadata fields associated with a collection.
Field | Definition |
Title | Collection title, usually includes the personal or institutional name of the email creator/owner. In DRS this is stored as MODS name in object’s descriptive metadata. |
Billing code | DRS billing code associated with items in this collection. The billing code list is pulled from the DRS in real time. List will be limited to those billing codes belonging to the DRS account associated with this collection. In DRS this is stored in Admin metadata for the object. |
Primary name | Primary name entry associated with this collection. This would be the primary person’s name associated with content in this collection. This field is powered by Word Shack person terms. Enter all or part of a name and matching terms will display. In DRS this is stored as MODS name in object’s descriptive metadata. |
Classification/Call no. | Classification number to be associated with items in this collection. |
Catalog records | The system name and record number of the cataloging record for this collection. In DRS this is stored as Harvard Metadata Links. |
Donor names | Personal or institutional name of donor associated with this collection. This name is controlled in Word Shack. In DRS this is stored as MODS name in object’s descriptive metadata. |
Collection description | Free text field used to describe this collection. In DRS stored as MODS abstract in object’s descriptive metadata. |
Coverage dates | Coverage dates for this collection. Dates must be in the form MM-DD-YYYY (e.g., 04/21/2011). In DRS stored as MODS originInfo in objects descriptive metadata. |
Public note | Optional public note intended to display in a future discovery interface to EASi data. In DRS stored as MODS note in object’s descriptive metadata. |
Non public note | Note about this collection that will be accessible to curators via DRS Web Admin. In DRS stored in object’s administrative metadata. |
Biographical historical note | Optional note field. In DRS stored as MODS note in object’s descriptive metadata. |
Successful DRS load report email | Ignore this field; no longer used. The email address of load report recipient is now controlled at the EAS account level. |
Failed DRS load report email | Ignore this field; no longer used. The email address of load report recipient is now controlled at the EAS account level. |
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