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Agents

Agents are the people, organisations, and families associated with your holdings. They serve as authority records — a single agent record can be linked to many resources.

Agents page

Agent types

Type Use
Person An individual (archivist, creator, donor, photographer…)
Organisation A corporate body, institution, association, company
Family A family unit as a collective creator or owner

Browsing and searching

The left panel lists all agents with a search box at the top. Type to filter by name. Click an agent to view their details.

Creating an agent

03_new_agent.png Click + New agent and choose the type. The authorised form of name is required — this is the standardised name used for display and linking (following ISAAR(CPF) conventions).

You can paste a Wikidata QID, ORCID or VIAF ID to populate the fields.

The Details tab

Field Description
Authorised form of name The standardised name (required)
Parallel forms of name Alternative name forms in other languages or scripts
Other name forms Variant names, former names, pseudonyms
Agent type Person, Organisation, or Family
Dates of existence Lifespan or period of activity
Description / Biography Biographical or administrative history
ISNI / VIAF / Wikidata External authority identifiers

The Relations tab

Links this agent to other agents — for example a person to the organisation they belong to, or a family to its members. Each relation has a direction and a type (member of, predecessor of, controlled by, etc.). 03_relations.png

The Resources tab

Lists all resources this agent is linked to, with the relationship type (Creator, Publisher, Subject…). Clicking a resource navigates to it. 03_resource.png

The Places tab

Geographic places associated with this agent — birthplace, headquarters, area of activity. Places can be searched and linked from Wikidata, which fills in coordinates, dates, and descriptions automatically. 03_places.png

The Tags tab

Subject tags assigned to this agent from your institution's tag vocabulary. 03_tags.png

The Notes tab

Internal and public notes on this agent. Note types follow ISAAR(CPF) categories: Biographical history, Organisational history, Legal status, Functions, Mandates, Internal structures, General context.