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SharePoint - ArchivesSpace Integration and Automation

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Common Integration Use Cases Between SharePoint and ArchivesSpace

SharePoint and ArchivesSpace complement each other well in organizations that need both collaborative document management and structured archival description. SharePoint can serve as the working environment for teams creating, reviewing, and approving content, while ArchivesSpace can act as the authoritative system for managing archival collections, finding aids, and long-term access to historical records.

1. Transfer approved records from SharePoint into ArchivesSpace for archival preservation

Teams often draft policies, project records, donor agreements, and institutional history materials in SharePoint before they are finalized. Once records are approved for permanent retention, they can be transferred from SharePoint to ArchivesSpace with associated metadata such as title, creator, date range, retention category, and access restrictions. This reduces manual re-entry, improves preservation control, and ensures that only finalized records are moved into the archival system.

  • Direction: SharePoint to ArchivesSpace
  • Business value: Faster archival intake and better governance over permanent records
  • Typical users: Records managers, archivists, compliance teams

2. Publish archival finding aids and collection summaries from ArchivesSpace to SharePoint intranets

ArchivesSpace can provide collection descriptions, finding aids, and access notes to SharePoint sites used by internal staff, researchers, or reference teams. This allows users to search or browse archival holdings from a familiar SharePoint portal without needing direct access to the archival system. It improves discoverability and reduces repeated requests to archives staff for basic collection information.

  • Direction: ArchivesSpace to SharePoint
  • Business value: Better internal access to archival information and fewer manual reference requests
  • Typical users: Archivists, communications teams, internal researchers

3. Route digitization and metadata review workflows through SharePoint before archival ingest

When physical records are digitized, SharePoint can be used as the collaboration layer for scanning teams, metadata reviewers, and archivists. Files can be uploaded to SharePoint for quality control, naming validation, and metadata enrichment before being ingested into ArchivesSpace. This creates a controlled review process and helps ensure that digital objects arrive in ArchivesSpace with complete and consistent descriptive data.

  • Direction: SharePoint to ArchivesSpace
  • Business value: Higher metadata quality and fewer ingest errors
  • Typical users: Digitization teams, archivists, records coordinators

4. Synchronize access restrictions and sensitivity flags between systems

Organizations often need to manage restricted archival materials, donor agreements, privacy-sensitive records, or legally protected content. SharePoint can store working copies and review documents, while ArchivesSpace maintains the archival access rules and restriction notes. Integration can synchronize sensitivity classifications so that restricted materials are handled consistently across both platforms and only authorized users can view them.

  • Direction: Bi-directional
  • Business value: Stronger compliance and consistent access control
  • Typical users: Legal, compliance, archives, information governance teams

5. Track archival accession requests and approval workflows in SharePoint

Departments submitting records for archival review can use SharePoint forms and workflows to initiate accession requests, attach supporting documentation, and route approvals. Once approved, the request data can be sent to ArchivesSpace to create or update accession records. This gives business units a simple front-end process while ensuring archivists receive standardized intake information.

  • Direction: SharePoint to ArchivesSpace
  • Business value: Standardized intake and reduced administrative effort
  • Typical users: Business units, records managers, archivists

6. Link archival records in ArchivesSpace to related operational documents stored in SharePoint

ArchivesSpace records can include links back to active operational documents in SharePoint, such as project files, committee minutes, policy drafts, or donor correspondence. This is useful when archival descriptions need to reference current or recently active business content. It creates a clear connection between the archival record and the source materials that originated in day-to-day collaboration.

  • Direction: ArchivesSpace to SharePoint
  • Business value: Better context for archival records and easier traceability
  • Typical users: Archivists, historians, legal teams, business analysts

7. Support external researcher or stakeholder access through SharePoint while preserving archival control in ArchivesSpace

SharePoint can be used to create a controlled access portal for external stakeholders who need curated views of archival content, such as donors, alumni, auditors, or project partners. ArchivesSpace remains the system of record for archival metadata and access management, while SharePoint presents selected records, summaries, or digital surrogates. This approach simplifies user experience without exposing the full archival repository.

  • Direction: ArchivesSpace to SharePoint
  • Business value: Safer external sharing and improved user experience
  • Typical users: Archives staff, external relations, legal and compliance teams

8. Use SharePoint as a collaboration workspace for archival description projects

Large archival description efforts often involve multiple contributors reviewing box lists, transcribing notes, and validating collection data before it is entered into ArchivesSpace. SharePoint can host working documents, task lists, version-controlled spreadsheets, and review comments, while finalized descriptions are published into ArchivesSpace. This supports distributed teams and improves consistency across large processing projects.

  • Direction: SharePoint to ArchivesSpace
  • Business value: More efficient processing projects and better team coordination
  • Typical users: Processing archivists, volunteers, project managers

How to integrate and automate SharePoint with ArchivesSpace using OneTeg?