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III. WHILE END-PROCESSING IS HAPPENING, YOU CAN……
□ Give Anne Kelcy your finding aid to read for edits/subject heading suggestions read
□ Finish up work with printed materials - make sure all have been checked, meet with Marylene if necessary, complete separation record
□ Any starred items below under "finishing up documentation"
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IV. PROOFREAD NUMBERED FINDING AID
When EPA is finished boxing, you must review the finding aid for numbering errors, etc.
□ Check cross-references within finding aid
□ Check box and folder# spans in series titles, arrangement tag
□ Review and complete extent and access sections
□ Give finding aid to team leader one more time for review of numbering, etc.
□ Move the xml file back to your own folder and DELETE it from the "…MANUSCRIPTS\End Processing Assistant" folder when you have finished with the finding aid
□ Once the finding aid is returned from your team leader, email Johanna to let her know she can now move the collection to its final destination
V. FINISHING UP DOCUMENTATION
□ Complete all tasks on "Processing Workflow" sheet (finding aid editing, etc.)
□ Enter/update any folder #s where disks were removed in AV/DC tracker
□ Update bib record once FA is posted; have team lead review draft
□ Notify Anne Jenny re: deleting the collection from "UnprocColl.xls."
□ **If donor is living and you decide you want to run the finding aid by them before posting, draft letter (include info. about any material to be returned) and then discuss with Kathy Jacob or Kenvi Phillips before sending (with draft of front matter from finding aid.) Wait to post and print finding aid below until hearing from donor.
□ If your collection has A/V, notify Joanne when the finding aid is posted so she can download data for Media Projects Tracker.
□ If your collection has born-digital material, notify Jen W. when the finding aid is posted so she knows any PDFs created can be deposited and linked.
□ Print out a copy of finding aid from HOLLIS for Archival Discovery and file in folder filed alphabetically in 3-drawer lateral outside Room 420
□ **Draft permissions form if necessary, and show it to your team leader and Ellen Shea if necessary. Add form to G:\SCHLES\PUBLIC SERVICES\Condition of Use Forms and notify Public Services of its existence. If collection requires written permission of donor, create a separate file in the folder listed above with the last known donor contact information.
□ Draft final letter to donor, and show to Kathy Jacob or Kenvi Phillips. Send, along with complete finding aid (if necessary), any permissions form, and any material requested for return
□ **Make sure any email with donors are moved or copied to the Schlesinger Library Records Collection Control Files in Outlook.
□ Update blue accession card and file in "processed" section of drawer
□ Update "Processing stats.xls" spreadsheet for beginning/ending size and dates and for format quantities.
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