Archival Management System Evaluation Matrix

Feature Category	Criterion	AtoM	ArchivesSpace
Meta	Open Source	Yes	Yes
	User Support	Yes- user base in google groups: https://groups.google.com/forum/#!forum/ica-atom-users	Membership allows access to technical support.
	Training & consultation	It doesn't offer training, but it allows consultations via e-mail or google groups	Yes, with membership http://www.archivesspace.org/trainingconsultations
	Technical documentation		Membership allows access to technical support.
	System Requirements
	Backup/ restore utility
	Hosting Available?	Yes, with fee	Yes, by Lyrasis, with fee: http://www.lyrasis.org/LYRASIS%20Digital/Pages/ArchivesSpace.aspx
	Demo/ Sandbox Available?	http://demo.accesstomemory.org/	http://www.archivesspace.org/sandbox
	Migration support?	Yes, with fee	Membership provides migration tools from AT and Archon. Does membership would also support other migration sources? http://www.archivesspace.org/migrations
Importing/ Exporting Metadata	Exports MARC	No. Possible future release, but nothing official.	Yes (MARC xml). Bugs reported that need to be fixed.
	Exports EAD	Yes. Bugs identified when tested, also will have to be customized to our TARO EAD template	Yes. Bugs reported that need to be fixed. Also, it will need to be customized to our TARO EAD template
	Exports Dublin Core	Provides the functionality (not tested)	No
	Exports MODS	If the administrator has set the default archival description template to MODS, this will also appear as an export option (not tested)	No
	Exports METS	No	Short-term development target: Extend METS exports to include file, rights, and event metadata
	Exports MADS	No	No
	Exports EAC	Yes (not tested)	Yes (not tested)
	Exports SKOS	From the subjects and places modules (not tested)	No
	Batch Exports EAD	No documentation found	No documentation found
	Batch Exports MARC	No	No documentation found
	Batch Export Tab Delimited Files	No documentation found	No documentation found
	Imports EAD	Yes. Tested and there isn't a one to one match between our EAD template and AtoM fields. Would need to be customized	Yes, but bugs reported that need to be fixed. EAD import/export map: http://www.archivesspace.org/importexport
	Imports MARC	No	Yes (not tested) MARCXML import/export map: http://www.archivesspace.org/importexport
	Imports Tab Delimited Files/ CSV	Yes. AtoM provides a csv template for the import, but didn't work correctly when tested	Yes (not tested)
	Imports Digital Image Files	Yes; Digital Objects get embeded on the hyerarchical structure; formats supported: https://www.accesstomemory.org/en/docs/2.1/user-manual/import-export/upload-digital-object/#file-formats	Yes (not tested) Digital Object CSV map and template: http://www.archivesspace.org/importexport
	Import Accession Data	Yes. AtoM provides a csv template for the import, but didn't work correctly when tested	Yes, CSV only. Short-term development target: Create XML import for accession data Accession CSV map and template: http://www.archivesspace.org/importexport
	Batch Import EAD	Yes (not tested)	Yes (not tested)
	Batch Import MARC	No	No documentation found
	Batch Import CSV	Yes (not tested)	Yes (not tested)
Collection Management	Appraisals
	Accessions	Managed on their own module	Managed on their own module
	Create Deeds of Gift	No documentation found	No documentation found
	Prioritize Processing Order	Yes, and also indicate the processing status	Yes, and also indicate the processing status
	Track Donors	Donors are managed on their own module	No documentation found
	Project Management	Some fields for project management on Accessions module	Looks like it can be done from the Accessions module and the Resource module
	Record Condition	No specific area	On the accessions module
	Manage Locations	Physical storage managed on its own module	Yale is developing new features on the locations module, will have to see if it meets our needs
	Manage Restricted Materials	No documentation found	Restricted material is marked, and it allows to narrow search
	Manage Rights	Right holders are managed on its own module	Yes
	Manage Loans & Exhibits	No documentation found	Yes, from the locations module
	Separations	From the Archival Descriptions and the accession record	"Disposition" field in Accession record, and "Separated material" in Resource record
	Destructions	From the Archival Descriptions and the accession record
	De-Accessioning	A de-accession can be done directly from the accession record	From the Archival Descriptions and the accession record
	Reference Support	No documentation found	No documentation found
	Generate Reports	Reports for file lists, item lists, physical storage locations and box labels	Short term development target: Implement a reporting module that will enable archivists to modify and save default reports, to create new reports, and to share reports Define many default reports, including some replicating and updating reports in the Archivists’ Toolkit and new reports for new modules and functions in ArchivesSpace
	Track Repository Statistics	No documentation found	No documentation found
Resource Description	TARO and OCLC ID#	Yes. Supports multiple unit ID's.
	Authority Control	Authorities managed on their own module EAC-CPF	Authorities managed on their own module EAC-CPF
	Controlled vocabulary	Subjects and Places managed on their own module	Subjects (including places) managed on their own module
	Compliance to Archival Standards	ICA standards, DACS, RAD, Dublin Core, MODS
	Data Validation
	Templating / Default Fields	Yes	Yes
	Support for Digital Media
	Internationalization	Multilingual options	Multilingual?
	Flexibility of Data Model	Yes	Yes
	Item-level Description	Yes	Yes
	Reorganize Hierarchies	Yes. Needs to be done directly from the item level	Yes
	Dynamically generate EAD finding aids
	Publish finding aids online	Yes, with public interface.	Yes, with public interface.
	TARO EAD preview or internal validation	No. Would still require Oxygen for preview.	Can export unpublished finding aids as pdf from sandbox, though since it doesn't have the TARO style sheet it looks different from a TARO preview.
Administrative Functions	User Permissions
	Support for Harvesting/ Syndication
	Customization / Configuration
	Spell Check
	Bug Reporting
	Interoperability with Digital Repository Systems
	Multi-repository support?	Yes and no. Some limited functionality.	Yes (not tested)
User Interface	Web Publishing
	Browse	Archival Descriptions, Authorities, Archival Institutions, subjects, places, digital objects and functions	Accessions, Resources, Digital Objects, Subjects, Agents, Locations, Events, Collection, Clasification
	Search	Gobal or by repository	Yes
	Advanced Search	Yes	Yes
	Customizable	Yes. In-house or supported with fee	Yes. In-house or supported with fee (only members)
	Built-in Help	Pop up notes referring to DACS rules; should be customizable to in-house interpretation of the rules	Yes. With membership; also, pop up notes referring to DACS rules; should be customizable to in-house interpretation of the rules
	Link to Images & Other Files	Yes
	Easy Data Entry	Interface somewhat clunky for data entry.	Data entry is kind of similar to AtoM. Rapid data entry option does alleviate somewhat.
Repositories we have contacted		WorldBank Dumbarton Oaks New Orleans Jazz and Heritage Center Google hangout session: 2014-10-29 Meeting notes ADWG	ADMS at University of Kentucky Arizona State University Convo with Yale, part 2 Northwest Digital Archives Rockefeller Archive Center

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