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changes.mady.by.user Joanne Donovan

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changes.mady.by.user Kelcy Shepherd

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I. READYING COLLECTION FOR END-PROCESSING ASSISTANT [EPA]

  •  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
  •  Send draft of finding aid and copy of blue card to Kelcy and Mark for review
  •  Revise finding aid as necessary
  •  Discuss end processing check with Kelcy 
  •  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 big and little 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
    •  Collection name should match the creator, not the collection title (do not write "records" or "papers").  If the main entry is a person, then list collection name as "Last name, first name." If there is no creator, use the collection title.
    •  note if collection name has changed from what's currently in Tracker
    •  only list MC# (no T# etc.)
  •  Email Paula with the following information (copy and paste):

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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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