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| | [[Revision History]] | | [[Revision History]] |
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| − | [[Revisions Needed]]
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| | '''TABLE OF CONTENTS''' | | '''TABLE OF CONTENTS''' |
| | | | |
| − | ==1. [[How to Proceed: Introduction|Introduction]]== | + | ==[[How to Proceed: Introduction|Introduction]]== |
| − | * [[How to Proceed: Introduction#1.1. Who We Are|1.1. Who We Are]] | + | * [[How to Proceed: Introduction#Who We Are|Who We Are]] |
| − | * [[How to Proceed: Introduction#1.2. What We Do|1.2. What We Do]] | + | * [[How to Proceed: Introduction#What We Do|What We Do]] |
| − | * [[How to Proceed: Introduction#1.3. Basic Premises|1.3. Basic Premises]] | + | * [[How to Proceed: Introduction#Basic Premises|Basic Premises]] |
| − | * [[How to Proceed: Introduction#1.4. Overview of Processing|1.4. Overview of Processing]] | + | * [[How to Proceed: Introduction#Overview of Processing|Overview of Processing]] |
| − | * [[How to Proceed: Introduction#1.5. How to Use This Manual|1.5. How to Use This Manual]] | + | * [[How to Proceed: Introduction#How to Use This Manual|How to Use This Manual]] |
| − | | + | |
| − | ==2. [[How to Proceed: Preparing to Process|Preparing to Process]]==
| + | |
| − | *'''[[How to Proceed: Preparing to Process#2.1. Preliminary Research and Survey|2.1 Preliminary Research and Survey]]'''
| + | |
| − | **[[How to Proceed: Preparing to Process#2.1.1. Where to Begin|2.1.1. Where to Begin]]
| + | |
| − | ***[[How to Proceed: Preparing to Process#2.1.1.1. Administrative History|2.1.1.1. Administrative History]]
| + | |
| − | ***[[How to Proceed: Preparing to Process#2.1.1.2. Historical Context|2.1.1.2. Historical Context]]
| + | |
| − | **[[How to Proceed: Preparing to Process#2.1.2. The Survey|2.1.2.The Survey]]
| + | |
| − | ***[[How to Proceed: Preparing to Process#2.1.2.1. On the Lookout|2.1.2.1. On the Lookout]]
| + | |
| − | ***[[How to Proceed: Preparing to Process#2.1.2.2. Taking Note|2.1.2.2. Taking Note]]
| + | |
| − | *'''[[How to Proceed: Preparing to Process#2.2. Writing a Processing Plan|2.2. Writing a Processing Plan]]'''
| + | |
| | | | |
| − | ==3. [[How to Proceed: Arranging|Arranging]]== | + | ==[[How to Proceed: Preparing to Process|Preparing to Process]]== |
| − | *'''[[How to Proceed: Arranging#3.1. Basic Premises|3.1. Basic Premises]]''' | + | *'''[[How to Proceed: Preparing to Process#Preliminary Research and Survey|Preliminary Research and Survey]]''' |
| − | **[[How to Proceed: Arranging#3.1.1. If It Ain't Broke, Don't Fix It|3.1.1. If It Ain't Broke, Don't Fix It]]
| + | **[[How to Proceed: Preparing to Process#Where to Begin|Where to Begin]] |
| − | **[[How to Proceed: Arranging#3.1.2. Relative Research Value|3.1.2. Relative Research Value]]
| + | ***[[How to Proceed: Preparing to Process#Administrative History|Administrative History]] |
| − | ***[[How to Proceed: Arranging#3.1.2.1. Priority Level|3.1.2.1. Priority Level]]
| + | ***[[How to Proceed: Preparing to Process#Historical Context|Historical Context]] |
| − | ***[[How to Proceed: Arranging#3.1.2.2. Processing and Control Levels|3.1.2.2. Processing and Control Levels]]
| + | **[[How to Proceed: Preparing to Process#Relative Research Value, Priority Level, and Processing Level|Relative Research Value, Priority Level, and Processing Level]] |
| − | *'''[[How to Proceed: Arranging#3.2. The Break Down|3.2. The Break Down]]'''
| + | **[[How to Proceed: Preparing to Process#The Survey|The Survey]] |
| − | **[[How to Proceed: Arranging#3.2.1. Type/Format Arrangements|3.2.1. Type/Format Arrangements]] | + | ***[[How to Proceed: Preparing to Process#On the Lookout|On the Lookout]] |
| − | **[[How to Proceed: Arranging#3.2.2. Activity/Function Arrangement|3.2.2. Activity/Function Arrangement]]
| + | ***[[How to Proceed: Preparing to Process#Taking Note|Taking Note]] |
| − | **[[How to Proceed: Arranging#3.2.3. The Twain Shall Meet|3.2.3. The Twain Shall Meet]]
| + | *'''[[How to Proceed: Preparing to Process#Writing a Processing Plan|Writing a Processing Plan]]''' |
| − | ***[[How to Proceed: Arranging#3.2.3.1. The One and Only, Part I|3.2.3.1. The One and Only, Part I]]
| + | |
| − | ***[[How to Proceed: Arranging#3.2.3.2. Subgroups|3.2.3.2. Subgroups]] | + | |
| − | ***[[How to Proceed: Arranging#3.2.3.3. Series and Subseries|3.2.3.3. Series and Subseries]]
| + | |
| − | ****[[How to Proceed: Arranging#3.2.3.3.1. Sequence of Series|3.2.3.3.1. Sequence of Series]]
| + | |
| − | ***[[How to Proceed: Arranging#3.2.3.4. Files and Items|3.2.3.4. Files and Items]]
| + | |
| − | **[[How to Proceed: Arranging#3.2.4. Where Should I Put It|3.2.4. Where Should I Put It]] | + | |
| − | ***[[How to Proceed: Arranging#3.2.4.1. Correspondence|3.2.4.1. Correspondence]]
| + | |
| − | ***[[How to Proceed: Arranging#3.2.4.2. Writings|3.2.4.2. Writings]]
| + | |
| − | ***[[How to Proceed: Arranging#3.2.4.3. Financial and Legal Materials|3.2.4.3. Financial and Legal Materials]]
| + | |
| − | ***[[How to Proceed: Arranging#3.2.4.4. Subject Files|3.2.4.4. Subject Files]]
| + | |
| − | ***[[How to Proceed: Arranging#3.2.4.5. Research Notes|3.2.4.5. Research Notes]]
| + | |
| − | ***[[How to Proceed: Arranging#3.2.4.6. Printed Material/Clippings|3.2.4.6. Printed Material/Clippings]] | + | |
| − | ***[[How to Proceed: Arranging#3.2.4.7. Other Materials|3.2.4.7. Other Materials]]
| + | |
| − | ***[[How to Proceed: Arranging#3.2.4.8. Volumes|3.2.4.8. Volumes]] | + | |
| − | ***[[How to Proceed: Arranging#3.2.4.9. Pictures|3.2.4.9. Pictures]]
| + | |
| − | ***[[How to Proceed: Arranging#3.2.4.10. Audio/Film/Video/Microform/Electronic Media|3.2.4.10. Audio/Film/Video/Microform/Electronic Media]] | + | |
| − | ***[[How to Proceed: Arranging#3.2.4.11. Museum Items|3.2.4.11. Museum Items]]
| + | |
| − | ***[[How to Proceed: Arranging#3.2.4.12. Additions|3.2.4.12. Additions]]
| + | |
| | | | |
| − | ==4. [[How to Proceed: Describing|Describing]]== | + | ==[[How to Proceed: Arranging|Arranging]]== |
| − | *'''[[How to Proceed: Describing#4.1. The "Typical" Finding Aid|4.1. The "Typical" Finding Aid]]''' | + | *[[How to Proceed: Arranging#Basic Premises|Basic Premises]] |
| − | **[[How to Proceed: Describing#4.1.1. Header and Contact Information|4.1.1. Header and Contact Information]]
| + | *[[How to Proceed: Arranging#If It Ain't Broke, Don't Fix It|If It Ain't Broke, Don't Fix It]] |
| − | **[[How to Proceed: Describing#4.1.2. Descriptive Summary Including Abstract and Online Catalog Terms|4.1.2. Descriptive Summary Including Abstract and Online Catalog Terms]]
| + | *[[How to Proceed: Arranging#The Break Down|The Break Down]] |
| − | ***[[How to Proceed: Describing#4.1.2.1. Title|4.1.2.1. Title]]
| + | *[[How to Proceed: Arranging#Series and Subseries|Series and Subseries]] |
| − | ***[[How to Proceed: Describing#4.1.2.2. Creator|4.1.2.2. Creator]]
| + | *[[How to Proceed: Arranging#Files|Files]] |
| − | ***[[How to Proceed: Describing#4.1.2.3. Extent|4.1.2.3. Extent]]
| + | *[[How to Proceed: Arranging#Alphabetical order|Alphabetical order]] |
| − | ***[[How to Proceed: Describing#4.1.2.4. Repository|4.1.2.4. Repository]]
| + | *[[How to Proceed: Arranging#Chronological order|Chronological order]] |
| − | ***[[How to Proceed: Describing#4.1.2.5. Abstract and Online Catalog Terms|4.1.2.5. Abstract and Online Catalog Terms]]
| + | *[[How to Proceed: Arranging#Other orders|Other orders]] |
| − | ***[[How to Proceed: Describing#4.1.3. Administrative Information|4.1.3. Administrative Information]]
| + | *[[How to Proceed: Arranging#Separated material|Separated material]] |
| − | ****[[How to Proceed: Describing#4.1.3.1. Access|4.1.3.1. Access]]
| + | *[[How to Proceed: Arranging#Some arrangement concepts explored|Some arrangement concepts explored]] |
| − | ****[[How to Proceed: Describing#4.1.3.2. Usage Restrictions|4.1.3.2. Usage Restrictions]]
| + | **[[How to Proceed: Arranging#Identifying and/or constructing groupings by types or format|Identifying and/or constructing groupings by types or format]] |
| − | ****[[How to Proceed: Describing#4.1.3.3. Provenance/Acquisitions Information|4.1.3.3. Provenance/Acquisitions Information]]
| + | **[[How to Proceed: Arranging#Identifying and/or constructing groupings by activity or function|Identifying and/or constructing groupings by activity or function]] |
| − | ****[[How to Proceed: Describing#4.1.3.4. Processing Note|4.1.3.4. Processing Note]]
| + | **[[How to Proceed: Arranging#Granularity|Granularity]] |
| − | ****[[How to Proceed: Describing#4.1.3.5. Items Separated|4.1.3.5. Items Separated]]
| + | **[[How to Proceed: Arranging#Control|Control]] |
| − | ****[[How to Proceed: Describing#4.1.3.6. Related Collections|4.1.3.6. Related Collections]]
| + | *[[How to Proceed: Arranging#Additions|Additions]] |
| − | **[[How to Proceed: Describing#4.1.4. Biographical or Historical Note|4.1.4. Biographical or Historical Note]] | + | |
| − | **[[How to Proceed: Describing#4.1.5. Collection Overview|4.1.5. Collection Overview]]
| + | |
| − | **[[How to Proceed: Describing#4.1.6. List of Series|4.1.6. List of Series]]
| + | |
| − | **[[How to Proceed: Describing#4.1.7. Series Descriptions|4.1.7. Series Descriptions]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.1. The One and Only, Part II|4.1.7.1. The One and Only, Part II]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.2. Correspondence|4.1.7.2. Correspondence]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.3. Writings|4.1.7.3. Writings]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.4. Financial and Legal Materials|4.1.7.4. Financial and Legal Materials]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.5. Subject Files|4.1.7.5. Subject Files]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.6. Research Notes|4.1.7.6. Research Notes]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.7. Printed Material/Clippings|4.1.7.7. Printed Material/Clippings]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.8. Other Materials|4.1.7.8. Other Materials]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.9. Volumes|4.1.7.9. Volumes]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.10. Pictures|4.1.7.10. Pictures]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.11. Audio/Film/Video/Microforms/Electronic Media|4.1.7.11. Audio/Film/Video/Microforms/Electronic Media]]
| + | |
| − | ***[[How to Proceed: Describing#4.1.7.12. Museum Items|4.1.7.12. Museum Items]]
| + | |
| − | *'''[[How to Proceed: Describing#4.2. Atypical Finding Aids|4.2. Atypical Finding Aids]]'''
| + | |
| − | **[[How to Proceed: Describing#4.2.1. Additions|4.2.1. Additions]]
| + | |
| − | ***[[How to Proceed: Describing#4.2.1.1. Separately Maintained Additions|4.2.1.1. Separately Maintained Additions]]
| + | |
| − | ***[[How to Proceed: Describing#4.2.1.2. Additions to Collections That Have Been Microfilmed|4.2.1.2. Additions to Collections That Have Been Microfilmed]]
| + | |
| − | **[[How to Proceed: Describing#4.2.2. Intentionally Assembled Collections|4.2.2. Intentionally Assembled Collections]]
| + | |
| − | *'''[[How to Proceed: Describing#4.3. Finishing the Finding Aid|4.3. Finishing the Finding Aid]]'''
| + | |
| | | | |
| − | ==5. [[How to Proceed: Housing and Preserving|Housing and Preserving]]== | + | ==[[How to Proceed: Describing|Describing]]== |
| − | *'''[[How to Proceed: Housing and Preserving#5.1. Preservation and You|5.1. Preservation and You]]''' | + | *'''[[How to Proceed: Describing#The "Typical" Finding Aid|The "Typical" Finding Aid]]''' |
| − | **[[How to Proceed: Housing and Preserving#5.1.1. Consciousness Raising|5.1.1. Consciousness Raising]] | + | **[[How to Proceed: Describing#Header and Contact Information|Header and Contact Information]] |
| − | **[[How to Proceed: Housing and Preserving#5.1.2. Preservation/Conservation|5.1.2. Preservation/Conservation]] | + | **[[How to Proceed: Describing#Collection Overview|Collection Overview]] |
| − | *'''[[How to Proceed: Housing and Preserving#5.2. Procedures|5.2. Procedures]]''' | + | ***[[How to Proceed: Describing#Title|Title]] |
| − | **[[How to Proceed: Housing and Preserving#5.2.1. Outside Assistance|5.2.1. Outside Assistance]] | + | ***[[How to Proceed: Describing#Creator|Creator]] |
| − | ***[[How to Proceed: Housing and Preserving#5.2.1.1. Removing Items for Conservation Treatment|5.2.1.1. Removing Items for Conservation Treatment]] | + | ***[[How to Proceed: Describing#Extent|Extent]] |
| − | **[[How to Proceed: Housing and Preserving#5.2.2. What You Can Do|5.2.2. What You Can Do]] | + | ***[[How to Proceed: Describing#Repository|Repository]] |
| − | ***[[How to Proceed: Housing and Preserving#5.2.2.1. Unfolding/Unrolling/Humidification/Flattening|5.2.2.1. Unfolding/Unrolling/Humidification/Flattening]] | + | **[[How to Proceed: Describing#Administrative Information|Administrative Information]] |
| − | ***[[How to Proceed: Housing and Preserving#5.2.2.2. Removing Fasteners|5.2.2.2. Removing Fasteners]] | + | ***[[How to Proceed: Describing#Access Restrictions|Access Restrictions]] |
| − | ***[[How to Proceed: Housing and Preserving#5.2.2.3. Handling Highly Acidic Materials|5.2.2.3. Handling Highly Acidic Materials]] | + | ***[[How to Proceed: Describing#Usage Restrictions|Usage Restrictions]] |
| − | ***[[How to Proceed: Housing and Preserving#5.2.2.4. Housing and Labeling|5.2.2.4. Housing and Labeling]] | + | ***[[How to Proceed: Describing#Provenance/Acquisitions Information|Provenance/Acquisitions Information]] |
| − | ***[[How to Proceed: Housing and Preserving#5.2.2.4.1. Boxes|5.2.2.4.1. Boxes]] | + | ***[[How to Proceed: Describing#Processing Note|Processing Note]] |
| − | ***[[How to Proceed: Housing and Preserving#5.2.2.4.2. Folders|5.2.2.4.2. Folders]] | + | ***[[How to Proceed: Describing#Items Separated|Items Separated]] |
| − | ***[[How to Proceed: Housing and Preserving#5.2.2.4.3. Items Separated|5.2.2.4.3. Items Separated]] | + | ***[[How to Proceed: Describing#Related Collections|Related Collections]] |
| | + | **[[How to Proceed: Describing#Biographical or Historical Note|Biographical or Historical Note]] |
| | + | **[[How to Proceed: Describing#Scope and Content Note|Scope and Content Note]] |
| | + | **[[How to Proceed: Describing#List of Series|List of Series]] |
| | + | **[[How to Proceed: Describing#Series Descriptions|Series Descriptions]] |
| | + | ***[[How to Proceed: Describing#When There Are No Series|When There Are No Series]] |
| | + | ***[[How to Proceed: Describing#Abstract and Subject Headings|Abstract and Subject Headings]] |
| | + | *'''[[How to Proceed: Describing#Finishing the Finding Aid|Finishing the Finding Aid]]''' |
| | | | |
| − | ==6. [[How to Proceed: Finishing the Job|Finishing the Job]]== | + | ==[[How to Proceed: Housing and Preserving|Housing and Preserving]]== |
| − | *'''[[How to Proceed: Finishing the Job#6.1. Location Table|6.1. Location Table]]''' | + | *'''[[How to Proceed: Housing and Preserving#Preservation and You|Preservation and You]]''' |
| − | *'''[[How to Proceed: Finishing the Job#6.2. Feng Shui Your Workspace; Or, Getting Rid of the Detritus|6.2. Feng Shui Your Workspace; Or, Getting Rid of the Detritus]]''' | + | **[[How to Proceed: Housing and Preserving#Consciousness Raising|Consciousness Raising]] |
| | + | **[[How to Proceed: Housing and Preserving#Preservation/Conservation|Preservation/Conservation]] |
| | + | *'''[[How to Proceed: Housing and Preserving#Procedures|Procedures]]''' |
| | + | **[[How to Proceed: Housing and Preserving#Outside Assistance|Outside Assistance]] |
| | + | **[[How to Proceed: Housing and Preserving#Removing Items for Conservation Treatment|Removing Items for Conservation Treatment]] |
| | + | **[[How to Proceed: Housing and Preserving#What You Can Do|What You Can Do]] |
| | + | ***[[How to Proceed: Housing and Preserving#Unfolding/Unrolling/Humidification/Flattening|Unfolding/Unrolling/Humidification/Flattening]] |
| | + | ***[[How to Proceed: Housing and Preserving#Removing Fasteners|Removing Fasteners]] |
| | + | ***[[How to Proceed: Housing and Preserving#Handling Highly Acidic Materials|Handling Highly Acidic Materials]] |
| | + | ***[[How to Proceed: Housing and Preserving#Housing and Labeling|Housing and Labeling]] |
| | + | ***[[How to Proceed: Housing and Preserving#Boxes|Boxes]] |
| | + | ***[[How to Proceed: Housing and Preserving#Folders|Folders]] |
| | + | ***[[How to Proceed: Housing and Preserving#Boxes and Folders for Additions|Boxes and Folders for Additions]] |
| | + | ***[[How to Proceed: Housing and Preserving#Items Separated|Items Separated]] |
| | | | |
| | + | ==[[How to Proceed: Finishing the Job|Finishing the Job]]== |
| | + | *'''[[How to Proceed: Finishing the Job#Location Table|Location Table]]''' |
| | + | *'''[[How to Proceed: Finishing the Job#Feng Shui Your Workspace; Or, Getting Rid of the Detritus|Feng Shui Your Workspace; Or, Getting Rid of the Detritus]]''' |
| | + | *'''[[How to Proceed: Finishing the Job#Transfers|Transfers]]''' |
| | | | |
| − | |width="30%" style="padding: 12px 12px 12px 12px; border: 1px solid #999; margin-top:1.7em; color: #000; background-color: #ffffff"|
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| | | | |
| − | ==Appendices==
| |
| − | *'''[[Sensitive Materials Processing Guidelines]]'''
| |
| − | *'''[[Technical Services Stylesheet]]'''
| |
| − | *'''[[Materials Not Appropriate for Retention]]'''
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| − | *'''[[DACS Annotated Finding Aid]]'''
| |
| | | | |
| − | ==Ready Reference: How To...==
| |
| − | *'''[[Annotate]]'''
| |
| − | *'''[[How to Proceed: Arranging#Chronological order:|Chronologize correspondence]]'''
| |
| − | *'''[https://intranet.lib.unc.edu/wikis/msspace/index.php/How_to_humidify_and_flatten_documents Humidify and Flatten]
| |
| − | *'''[https://intranet.lib.unc.edu/wikis/msspace/index.php/Box_Labels Make Box Labels]'''
| |
| − | *'''[[Preservation Photocopy]]'''
| |
| − | *'''[[Research People in the North Carolina Collection]]'''
| |
| − | *'''[[Microfilm]]'''
| |
| − | *'''[[How to Proceed: Housing and Preserving#5.2.1.1. Removing Items for Conservation Treatment|Remove Items for Conservation]]'''
| |
| − | *'''[[Technical Services Stylesheet#Abstracts and Collection Overviews for Multi-Series Collections|Write Collection Overviews and Abstracts]]'''
| |
| − | *'''[[How to Proceed: Describing#4.1.7. Series Descriptions|Write Series Descriptions]]'''
| |
| | | | |
| − | |}
| |
| | | | |
| | [[Category:How to Proceed]] | | [[Category:How to Proceed]] |
