caais.models - Models Defining the CAAIS Standard

Models describing the Canadian Archival Accession Information Standard v1.0:

https://archivescanada.ca/wp-content/uploads/2022/12/CAAIS_2019May15_EN.pdf

Note that there are seven sections of CAAIS that organize the fields by related information. These sections are:

Identity Information Section
Source Information Section
Materials Information Section
Management Information Section
Event Information Section
General Information Section
Control Information Section

The models here are not in the exact order as in the CAAIS document, but each field in the standard is defined in a model.

class caais.models.AbstractTerm(*args, **kwargs)

An abstract class that can be used to define any term that consists of a name and a description.

name

The name of the term. Terms must have unique names

Type:: CharField

description

A description for the term

Type:: TextField

class caais.models.AcquisitionMethod(*args, **kwargs)

Acquisition Method [CAAIS, Section 1.5]

Definition: The process by which a repository acquires material.

Inherits AbstractTerm

name

The name of the acquisition method

Type:: CharField

description

A description of the acquisition method

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.Status(*args, **kwargs)

Status [CAAIS, Section 1.7]

Definition: The current position of the material with respect to the repository’s workflows and business processes.

Inherits AbstractTerm

name

The name of the status

Type:: CharField

description

A description for the status term

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.Metadata(*args, **kwargs)

Top-level container for all CAAIS metadata. Contains all simple non-repeatable fields. Any repeatable field is represented by a separate model with a ForeignKey.

For repeatable fields associated with this model, see:

Identifier [CAAIS, Section 1.2]
- Access via related with self.identifiers
ArchivalUnit [CAAIS, Section 1.4]
- Access via related with self.archival_units
DispositionAuthority [CAAIS, Section 1.6]
- Access via related with self.disposition_authorities
SourceOfMaterial [CAAIS, Section 2.1]
- Access via related with self.source_of_materials
PreliminaryCustodialHistory [CAAIS, Section 2.2]
- Accessible via related with self.preliminary_custodial_histories
ExtentStatement [CAAIS, Section 3.2]
- Accessible via related with self.extent_statements
PreliminaryScopeAndContent [CAAIS, Section 3.3]
- Accessible via related with self.preliminary_scope_and_contents
LanguageOfMaterials [CAAIS, Section 3.4]
- Accessible via related with self.language_of_materials
StorageLocation [CAAIS, Section 4.1]
- Accessible via related with self.storage_locations
Rights [CAAIS, Section 4.2]
- Accessible via related with self.rights
PreservationRequirements [CAAIS, Section 4.3]
- Accessible via related with self.preservation_requirements
Appraisal [CAAIS, Section 4.4]
- Accessible via related with self.appraisals
AssociatedDocumentation [CAAIS, Section 4.5]
- Accessible via related with self.associated_documentation
Events [CAAIS, Section 5.1]
- Accessible via related with self.events
GeneralNote [CAAIS, Section 6.1]
- Accessible via related with self.general_notes
DateOfCreationOrRevision [CAAIS, Section 7.2]
- Accessible via related with self.dates_of_creation_or_revision

repository

Repository [CAAIS, Section 1.1]. Definition: The name of the institution that accepts legal responsibility for the accessioned material.

Type:: CharField

accession_title

Accession Title [CAAIS, Section 1.3]. Definition: The name assigned to the material.

Type:: CharField

acquisition_method

See AcquisitionMethod [CAAIS, Section 1.5]

Type:: ForeignKey

status

See Status [CAAIS, Section 1.7]

Type:: ForeignKey

date_of_materials

Date of Materials [CAAIS, Section 3.1]. Definition: A date or date range indicating when the materials were known or thought to have been created.

Type:: CharField

rules_or_conventions

Rules or Conventions [CAAIS, Section 7.1]. Definition: The rules, conventions or templates that were used in creating or maintaining the accession record.

Type:: CharField

language_of_accession_record

Language of Accession Record [CAAIS, Section 7.2]. Definition: The language(s) and script(s) used to record information in the accession record.

Type:: CharField

create_flat_representation(version=ExportVersion.CAAIS_1_0) → dict

Convert this model and all related models into a flat dictionary suitable to be written to a CSV or used as the metadata fields for a BagIt bag.

Note that some CAAIS fields do not map well to AtoM fields, so some information is dropped when using an AtoM export version. For maximum compatibility, convert using the CAAIS export version when possible.

Parameters:: version (ExportVersion) – The flat representation type to export. Can be a CAAIS version or an AtoM version.
Returns:: A dictionary containing all fields in this model as well as all related models (where possible).
Return type:: (dict)

update_accession_id(accession_id: str, commit: bool = True)

Update the accession identifier value, if an accession identifier exists.

Parameters:

accession_id (str) – The new accession identifier
commit (bool) – Saves this model if a change is made if True

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.Identifier(*args, **kwargs)

Identifiers [CAAIS, Section 1.2]

Definition: Alphabetic, numeric, or alpha-numeric codes assigned to accessioned material, parts of the material, or accruals for purposes of unique for purposes of identification.

metadata

Link to Metadata object. Access instances of this model with metadata.identifiers

Type:: ForeignKey

identifier_type

Identifier Type [CAAIS, Section 1.2.1]. Definition: A term or phrase that characterizes the nature of the identifier

Type:: CharField

identifier_value

Identifier Value [CAAIS, Section 1.2.2]. Definition: A code that is assigned to the material to support identification in the course of processes and activities such as acquisition, transfer, ingest, and conservation.

Type:: CharField

identifier_note

Identifier Note [CAAIS, Section 1.2.3]. Definition: Additional information about the identifier, including contextual information on the purpose of the identifier.

Type:: CharField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.ArchivalUnit(*args, **kwargs)

Archival Unit [CAAIS, Section 1.4]

Definition: The archival unit or the aggregate to which the accessioned material belongs.

metadata

Link to Metadata object. Access instances of this model with metadata.archival_units

Type:: ForeignKey

archival_unit

The text content of CAAIS, Section 1.4.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.DispositionAuthority(*args, **kwargs)

Disposition Authority [CAAIS, Section 1.6]

Definition: A reference to policies, directives, and agreements that prescribe and allow for the transfer of material to a repository.

metadata

Link to Metadata object. Access instances of this model with metadata.disposition_authorities

Type:: ForeignKey

disposition_authority

The text content of CAAIS, Section 1.6.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.SourceType(*args, **kwargs)

Source Type [CAAIS, Section 2.1.1]

Definition: A term describing the nature of the source.

Inherits AbstractTerm

name

The name of the source type

Type:: CharField

description

A description of the source type

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.SourceRole(*args, **kwargs)

Source Role [CAAIS, Section 2.1.4]

Definition: The relationship of the named source to the material.

Inherits AbstractTerm

name

The name of the source role

Type:: CharField

description

A description of the source role

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.SourceConfidentiality(*args, **kwargs)

Source Confidentiality [CAAIS, Section 2.1.6]

Definition: An instruction to maintain information about the source in confidence.

Inherits AbstractTerm

name

The name of the source confidentiality

Type:: CharField

description

A description of the source confidentiality

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.SourceOfMaterial(*args, **kwargs)

Source of Material [CAAIS, Section 2.1]

Definition: A corporate body, person or family responsible for the creation, use or transfer of the accessioned material.

metadata

Link to Metadata object. Access instances of this model with metadata.source_of_materials

Type:: ForeignKey

source_type

See SourceType [CAAIS, Section 2.1.1]

Type:: ForeignKey

source_name

Source Name [CAAIS, Section 2.1.2]. Definition: The proper name of the source of the material.

Type:: CharField

contact_name

An extension of Source Contact Information [CAAIS, Section 2.1.3] The name of the contact person

Type:: CharField

job_title

An extension of Source Contact Information [CAAIS, Section 2.1.3] The job title of the contact person

Type:: CharField

organization

An extension of Source Contact Information [CAAIS, Section 2.1.3] The organization the source is a member of, or the organization the source is

Type:: CharField

phone_number

An extension of Source Contact Information [CAAIS, Section 2.1.3] The phone number the source can be contacted with

Type:: CharField

email_address

An extension of Source Contact Information [CAAIS, Section 2.1.3] The email address the source can be contacted with

Type:: CharField

address_line_1

An extension of Source Contact Information [CAAIS, Section 2.1.3] The first line of the address where the source resides or operates in

Type:: CharField

address_line_2

An extension of Source Contact Information [CAAIS, Section 2.1.3] The second line of the address where the source resides or operates in

Type:: CharField

city

An extension of Source Contact Information [CAAIS, Section 2.1.3] The city the source resides or operates in

Type:: CharField

region

An extension of Source Contact Information [CAAIS, Section 2.1.3] The region the source resides or operates in, i.e., the province or state

Type:: CharField

postal_or_zip_code

An extension of Source Contact Information [CAAIS, Section 2.1.3] The source’s postal or zip code

Type:: CharField

country

An extension of Source Contact Information [CAAIS, Section 2.1.3] The country the source resides or operates in

Type:: CountryField

source_role

See SourceRole [CAAIS, Section 2.1.4]

Type:: ForeignKey

source_note

Source Note [CAAIS, Section 2.1.5]. Definition: An open element to capture any additional information about the source, or circumstances surrounding their role.

Type:: TextField

source_confidentiality

See SourceConfidentiality [CAAIS, Section 2.1.6]

Type:: ForeignKey

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.PreliminaryCustodialHistory(*args, **kwargs)

Preliminary Custodial History [CAAIS, Section 2.2]

Definition: Information about the chain of agents, in addition to the creator(s), that have exercised custody or control over the material at all stages in its existence.

metadata

Link to Metadata object. Access instances of this model with metadata.preliminary_custodial_histories

Type:: ForeignKey

preliminary_custodial_history

The text content of CAAIS, Section 2.2.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.ExtentType(*args, **kwargs)

Extent Type [CAAIS, Section 3.2.1]

Definition: A term that characterizes the nature of each extent statement.

Inherits AbstractTerm

name

The name of the extent type

Type:: CharField

description

A description of the extent type

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.ContentType(*args, **kwargs)

Content Type [CAAIS, Section 3.2.3]

Definition: The type of material contained in the units measured, considered as a form of communication or documentary genre.

Inherits AbstractTerm

name

The name of the content type

Type:: CharField

description

A description of the content type

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.CarrierType(*args, **kwargs)

Carrier Type [CAAIS, Section 3.2.4]

Definition: The physical format of an object that supports or carries archival materials.

Inherits AbstractTerm

name

The name of the carrier type

Type:: CharField

description

A description of the carrier type

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.ExtentStatement(*args, **kwargs)

Extent Statement [CAAIS, Section 3.2]

Definition: The physical or logical quantity and type of material.

metadata

Link to Metadata object. Access instances of this model with metadata.preliminary_custodial_histories

Type:: ForeignKey

extent_type

See ExtentType [CAAIS, Section 3.2.1]

Type:: ForeignKey

quantity_and_unit_of_measure

Quantity and Unit of Measure [CAAIS, Section 3.2.2]. Definition: The number and unit of measure expressing the quantity of the extent.

Type:: TextField

content_type

See ContentType [CAAIS, Section 3.2.3]

Type:: ForeignKey

carrier_type

See CarrierType [CAAIS, Section 3.2.4]

Type:: ForeignKey

extent_note

Extent Note [CAAIS, Section 3.2.5]. Definition: Additional information related to the number and type of units received, retained, or removed not otherwise recorded.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.PreliminaryScopeAndContent(*args, **kwargs)

Preliminary Scope and Content [CAAIS, Section 3.3]

Definition: A preliminary description of the functions and activities that generated the accessioned material as well as information about its arrangement (organizational structure or relationships) and documentary forms.

metadata

Link to Metadata object. Access instances of this model with metadata.preliminary_scope_and_contents

Type:: ForeignKey

preliminary_scope_and_content

The text content of CAAIS, Section 3.3.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.LanguageOfMaterial(*args, **kwargs)

Language of Material [CAAIS, Section 3.4]

Definition: The language(s) and script(s) represented in the accessioned materials.

metadata

Link to Metadata object. Access instances of this model with metadata.language_of_materials

Type:: ForeignKey

language_of_material

The text content of CAAIS, Section 3.4.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.StorageLocation(*args, **kwargs)

Storage Location [CAAIS, Section 4.1]

Definition: The physical or logical location where the material resides.

metadata

Link to Metadata object. Access instances of this model with metadata.storage_locations

Type:: ForeignKey

storage_location

The text content of CAAIS, Section 4.1.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.RightsType(*args, **kwargs)

Rights Type [CAAIS, Section 4.2.1]

Definition: A term that characterizes the nature of a rights statement.

Inherits AbstractTerm

name

The name of the rights type

Type:: CharField

description

A description of the rights type

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.Rights(*args, **kwargs)

Rights [CAAIS, Section 4.2]

Definition: The assertion of one or more rights pertaining to the material.

metadata

Link to Metadata object. Access instances of this model with metadata.rights

Type:: ForeignKey

rights_type

See RightsType [CAAIS, Section 4.2.1]

Type:: ForeignKey

rights_value

Rights Value [CAAIS, Section 4.2.2]. Definition: The parameters and conditions pertaining to the rights statement.

Type:: TextField

rights_note

Rights Note [CAAIS, Section 4.2.3]. Definition: Additional information related to the rights statement not otherwise recorded.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.PreservationRequirementsType(*args, **kwargs)

Preservation Requirements Type [CAAIS, Section 4.3.1]

Definition: A description of the material’s physical state, dependency or preservation concerns identified.

Inherits AbstractTerm

name

The name of the preservation requirements type

Type:: CharField

description

A description of the preservation requirements type

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.PreservationRequirements(*args, **kwargs)

Preservation Requirements [CAAIS, Section 4.3]

Definition: Information about physical condition and / or logical dependencies that need to be addressed by the repository to ensure the long-term preservation of the materials.

metadata

Link to Metadata object. Access instances of this model with metadata.preservation_requirements

Type:: ForeignKey

preservation_requirements_type

See PreservationRequirementsType [CAAIS, Section 4.3.1]

Type:: ForeignKey

preservation_requirements_value

Preservation Requirements Value [CAAIS, Section 4.3.2]. Definition: A description of the material’s physical state, dependency or preservation concerns identified.

Type:: TextField

preservation_requirements_note

Preservation Requirements Note [CAAIS, Section 4.3.3]. Definition: Additional information related to the preservation requirement not otherwise recorded.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.AppraisalType(*args, **kwargs)

Appraisal Type [CAAIS, Section 4.4.1]

Definition: A term that characterizes the nature of the appraisal.

Inherits AbstractTerm

name

The name of the appraisal type

Type:: CharField

description

A description of the appraisal type

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.Appraisal(*args, **kwargs)

Appraisal [CAAIS, Section 4.4]

Definition: Information about the assessment of value of the materials accessioned.

metadata

Link to Metadata object. Access instances of this model with metadata.appraisals

Type:: ForeignKey

appraisal_type

See AppraisalType [CAAIS, Section 4.4.1]

Type:: ForeignKey

appraisal_value

Appraisal Value [CAAIS, Section 4.4.2]. Definition: A statement identifying any decisions made on the appraisal and selection of material, or outlining monetary appraisal details.

Type:: TextField

appraisal_note

Appraisal Note [CAAIS, Section 4.4.3]. Definition: Additional information related to the appraisal not otherwise recorded.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.AssociatedDocumentationType(*args, **kwargs)

Associated Documentation Type [CAAIS, Section 4.5.1]

Definition: A term that characterizes the nature of the appraisal.

Inherits AbstractTerm

name

The name of the associated documentation type

Type:: CharField

description

A description of the associated documentation type

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.AssociatedDocumentation(*args, **kwargs)

Associated Documentation [CAAIS, Section 4.5]

Definition: A reference to any documentation related to the material in the accession.

metadata

Link to Metadata object. Access instances of this model with metadata.appraisals

Type:: ForeignKey

associated_documentation_type

See AssociatedDocumentationType [CAAIS, Section 4.5.1]

Type:: ForeignKey

associated_documentation_title

Associated Documentation Title [CAAIS, Section 4.5.2]. Definition: Name of the documentation related to the accessioned material

Type:: TextField

associated_documentation_note

Associated Documentation Note [CAAIS, Section 4.5.3]. Definition: Additional information related to associated documentation not otherwise recorded

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.EventType(*args, **kwargs)

Event Type [CAAIS, Section 5.1.1]

Definition: A term that characterizes the type of event documented in the accession process.

Inherits AbstractTerm

name

The name of the event type

Type:: CharField

description

A description of the event type

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.Event(*args, **kwargs)

Event [CAAIS, Section 5.1]

Definition: The actions taken by repository staff throughout the accession process.

metadata

Link to Metadata object. Access instances of this model with metadata.events

Type:: ForeignKey

event_type

See EventType [CAAIS, Section 5.1.1]

Type:: ForeignKey

event_date

Event Date [CAAIS, Section 5.1.2]. Definition: The calendar date on which the event occurred. Time is automatically set to the current time when a new Event is created.

Type:: DateTimeField

event_agent

Event Agent [CAAIS, Section 5.1.3]. Definition: The repository staff member responsible for the event.

Type:: TextField

event_note

Event Note [CAAIS, Section 5.1.4]. Definition: Additional information related to the event not otherwise recorded.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.GeneralNote(*args, **kwargs)

General Note [CAAIS, Section 6.1]

Definition: Additional information relating to the accession process or material that is not otherwise captured.

metadata

Link to Metadata object. Access instances of this model with metadata.general_notes

Type:: ForeignKey

general_note

The text content of CAAIS, Section 6.1.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.CreationOrRevisionType(*args, **kwargs)

Creation or Revision Type [CAAIS, Section 7.2.1]

Definition: A term characterizing the nature of the action applied to the accession record.

Inherits AbstractTerm

name

The name of the creation or revision type

Type:: CharField

description

A description of the creation or revision type

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned

class caais.models.DateOfCreationOrRevision(*args, **kwargs)

Date of Creation or Revision [CAAIS, Section 7.2]

Definition: Date(s) on which the accession record was created or revised.

metadata

Link to Metadata object. Access instances of this model with metadata.dates_of_creation_or_revision

Type:: ForeignKey

creation_or_revision_type

See CreationOrRevisionType [CAAIS, Section 7.2.1]

Type:: ForeignKey

creation_or_revision_date

Creation or Revision Date [CAAIS, Section 7.2.2]. Definition: The date on which the action was applied to the accession record. Time is automatically set to the current time when a new DateOfCreationOrRevision is created.

Type:: DateTimeField

creation_or_revision_agent

Creation or Revision Agent [CAAIS, Section 7.2.3]. Definition: The repository staff member responsible for the action applied to the accession record.

Type:: CharField

creation_or_revision_note

Creation or Revision Note [CAAIS, Section 7.2.4]. Definition: Additional information describing the action performed on the accession record.

Type:: TextField

exception DoesNotExist

exception MultipleObjectsReturned