Archival Processing

1. Complete the Bulk Import spreadsheet template and save your file.
2. In ArchivesSpace, navigate to the Resource Record that you will import the data into.
3. Click Edit, and the "Load via Spreadsheet" option will appear above the inventory list.
4. Click on the level of the inventory where records will be imported to and then click "Load via Spreadsheet."
5. Choose "+ Select File", chose the file you just saved.
6. If this is the first attempt at uploading:
   1. Before uploading, check the box next to "Validate only" and then click "Import from Spreadsheet"
   2. This will simulate the upload but not actually import the data.
   3. A report will be generated which will show any errors in the spreadsheet.
   4. Fix errors and repeat this validation process.
7. Once all errors have been completed, click "Import from Spreadsheet" with the validation box unchecked.
8. Wait patiently while the data is imported.
9. Once complete, click the Refresh button to get access to the report. Close that window and return to the previous one.
10. Click the Close button in the "Load via Spreadsheet" box
11. The inventory records should now be in the Resource Record.

This video is slightly out of date but should give you the general idea of the process.