PROCESSING WORKFLOW January 2013
Complete BEGINNING CHECKLIST for PROCESSING
Survey collection
Write processing plan [see description and sample in "PROCEDURES" folder]
Series arrangement with basic descriptions of kinds of materials, topics
First draft of bio
Special concerns: restrictions, supplies, time, size, student tasks, etc.
Note actual beginning extent, incl. # of cartons filed letter, etc. for spreadsheet
Send processing plan to team leader and Kathy Kraft, also give team leader a copy of COG
Meet with team leader and senior archivist to discuss processing plan
Begin any correspondence with donor that may be necessary (if COG is needed, should be changed, etc.)
Process: arrange, refolder, describe
Request student help for photocopying, etc.
Consult with team leader on any issues etc.
Appraisal meeting with Joanne etc. re: A/V, photos
Give first draft of finding aid and copy of blue card to team leader
Team leaders will determine if collection will be worked on by End-processing Assistant
Revise FA as necessary; send front-matter to donor if necessary
Prepare collection for end-processing [see "End-processing by assistant checklist" in "PROCEDURES" folder]
Give FA (without numbers) to Anne to read for subject headings; incorporate suggestions
When FA comes back from end-processing work, double-check cross-references, etc.
Give final FA to team leader for final edit; revise as necessary
Deposit XML document into G:..\\MANUSCRIPTS\FINDING AIDS; email Paula that finding aid complete for tagging check [do this when it is actually ready to be posted]
Update bib record, give to team leader for edit (with copy of original printed from Aleph)
Complete END CHECKLIST for processing