I. READYING COLLECTION FOR END-PROCESSING ASSISTANT [EPA]
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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
- When you have finished with the finding aid, MOVE the xml file back to your own folder in the Manuscripts/Finding Aids SharePoint folder and DELETE it from the Manuscripts/End Processing Assistant SharePoint folder
- Notify Kelcy that the finding aid is ready for its final review
- After Kelcy signs off, email Paula that the finding aid is complete and ready for tagging check (do this when it is actually ready to be posted). Let Paula know if there are any archived websites to be linked to the finding aid.
- Email Paula to let her know she can now move the collection to HD
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- 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 Paula and Mark review draft. After updating the Alma bib and holdings, add item record.
- Notify Kelcy 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 Jenny Gotwals or TBD 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 Weintraub 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 Kelcy and Ellen Shea if necessary. Add form to PUBLIC SERVICES/Condition of Use Forms SharePoint folder and notify Research 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.
- **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 in the Manuscripts/Processing Stats SharePoint folder for beginning/ending size and dates and for format quantities.
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