See this checklist in printable form.
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- All photocopying should be complete
- Folder order in cartons must exactly match FA
- Complete work-flow label: # cartons; circle fragile, closed, photos, etc.
- Folder restrictions (what is written on flag) must match FA
- Create item removed forms for restricted items to be removed from folders, clip to items to be removed
- Consult Ellen re: whether collection should stay onsite or be shipped to HD; circle HD or pool on barcode sheet
- Print FA for EPA's use when numbering (please # pages - when printing, click "options" tag and add #s)
- Put FA doc. into the Manuscripts/End Processing Assistant SharePoint folder (title the file with the collection name, not the sch#)
- Print box labels (2.5 boxes to a carton, but estimate low so as not to waste labels)
- Complete top section of 1st page of barcode sheet
- if person, then list collection name as "Last name, first name"; do not write "records" or "papers"
- note if collection name has changed from what's currently in Tracker
- only list MC# (no T# etc.)
- Email Johanna Paula with the following information (copy and paste):
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Where collection will be shelved (HD/onsite):
NOTE: express extent as boxes and folders, not linear feet
- Ask Johanna Paula where to shelve cartons while awaiting end processing. When shelving cartons, keep the following in mind:
-shelve cartons together and in order (cartons should always have lids)
-do not put oversize boxes on the shelf (they are too big); shelve folio+ boxes sideways so they don't disturb boxes in other aisles; shelve oversized folders on the gray shelving unit on the 3rd floor
-make sure you aren't filing your collection in the middle of a collection
- Johanna Paula will contact you concerning an end processing meeting (it may take several months). At the meeting, be prepared to talk to EPA and Johanna about any special issues, etc.
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- 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 SharePoint folder when you have finished with the finding aid
- Once the finding aid is returned from your team leader, email Johanna Paula to let her know she can now move the collection to its final destinationHD.
V. FINISHING UP DOCUMENTATION
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