Create Agent: Family


A Family agent record can be created from an accession or resource record or you can create it directly from the Create menu.

To create a new family agent record from the create menu, click on Create, then Agent and finally Family.

The agent record has a number of sub-records.

Basic Information

The Basic Information sub-record shows the Agent Type of Family as well as the Publish checkbox.

In order for an agent record to appear in the public interface, it must be linked to either an accession or resource record. If you check the public interface and don't see an agent there and know that you published everything, it's because the agent record needs to be linked to an accession or resource record.

Dates of Existence

The Dates of Existence sub-record is for date information about the Family.

The Label field is restricted to the displayed value Existence.

Type is either Single or Range.

Certainty is only used if one is uncertain about the integrity of the dates. The drop-down options are Approximate, Inferred and Questionable.

Era only comes with ce in the drop down out of the box.

Calendar only comes with Gregorian in the drop down out of the box.

Name Forms

Name Forms is a required sub-record.  

Authority ID field contains a referenced rule or authority and is not required.

The Source and Rules fields are conditionally required. One of the two fields must have a value, but it is also possible for both to have values.

Source is where you are getting this name. There are 4 default options. This dropdown list is customizable.

Rules are the standard rules you are using to form the name. There are 4 options by default.  This dropdown list is customizable.

Prefix is anything that would begin the family name.

Family Name is the name of the family.

If you would like dates to display in the name, type the dates into the Dates field. After saving the record, the date will show up in the title.

The Qualifier field adds additional information to the family name so researchers are clear about which family this is.

Sort Name is the way ArchivesSpace will display the name and is required.  By default, if Automatically Generate is selected, it will use the Family Name field.  If you would prefer to specify the name used, uncheck the Automatically Generate box and enter the value you prefer.

You can have multiple Name Forms sub-records and can indicate which name form is the authoritative name and/or display name.

Dates of Name Use

The Dates of Name Use  is a sub-record to the Name Forms sub-record and is used to specify the time frame that a name was in use.

The Label and Type fields are required. You can have multiple Dates of Name Use records.

Additional sub-records can be added to the agent record.  For additional information about sub-records, please see Sub-records.







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