Spreadsheets: Improving and migrating archival data

June and December 2020

The workshop covers two themes, Data Improvement and Data Migration, using genuine archive lists to explore the Excel features most valuable to archivists and others. The Data Cleaning theme covers Excel techniques for transforming and improving data to make it more consistent or to prepare it for migration into another system. Topics include conditional formulas, combining formulas, and removing duplicate records. The Data Migration theme includes discussions on how data migrations work and planning a data migration project, exploration of how to structure data in Excel to enable successful migration to specific archive catalogue systems. It includes practising some basic migration techniques.

Intended Audience

Aimed primarily at archivists and those responsible for archive lists and catalogues who have previously attended "Spreadsheets: Archival lists and text"

Format

Presentation with practical exercises

Taught Using

Excel

What you will need

Computer and software are provided. There is limited space for any device you use for note-taking.

Objectives

  • Prepare data for migration to other systems
  • Understand XML, EAD and character separated values
  • Plan a data migration project
  • Explore data improvement techniques
  • Understand relative and absolute cell references
  • Use conditional formulas, combined formulas and lookup lists

Pre-requisites

Either previous attendance at any level 1 Excel for Archivists Workshop [including Spreadsheets: Archival lists and text]. Or familiarity with and understanding of the following within Excel: data filters; sorting data using multiple criteria; data types (number formats); using simple functions and formulas.

Where Next?

Attendees will be given a full set of teaching material (including sample Excel workbooks) for additional practice at home.

Booking

If you are not a member of the University of Oxford, the cost of each session is £165 (including refreshments and lunch). Discounts are available for members of other academic institutions. To book on this workshop, please contact us.

Members of the University of Oxford should book through our online course booking system (CoSy).

Course enquiries


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Instructional design enquiries


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CoSy enquiries


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