How to Proceed

A Procedures Manual for the Southern Historical Collection and General Manuscripts University of North Carolina at Chapel Hill Revision History TABLE OF CONTENTS Introduction Who We Are What We Do Basic Premises Overview of Processing How to Use This Manual Preparing to Process Preliminary Research and Survey Where to Begin Administrative History Historical Context The Survey On the Lookout Taking Note Writing a Processing Plan Arranging *Basic Premises **If It Ain't Broke, Don't Fix It **Relative Research Value ***Priority Level ***Processing Levels *The Break Down **Type/Format Arrangements **Activity/Function Arrangement **The Twain Shall Meet **The One and Only, Part I **Subgroups **Series and Subseries **Sequence of Series **Files and Items **Separated Material *Chunking It Out *Control **Collection-level control **Series-level control **File-level control **Item-level control **Multiple control levels *Where Should I Put It? **Correspondence **Writings **Financial and Legal Materials **Subject Files **Research Notes **Printed Material/Clippings **Other Materials **Volumes **Pictures **Audio/Film/Video/Microform/Electronic Media **Museum Items *Additions 3.1. Basic Premises 3.1.1. If It Ain't Broke, Don't Fix It 3.1.2. Relative Research Value 3.1.2.1. Priority Level 3.1.2.2. Processing and Control Levels 3.2. The Break Down 3.2.1. Type/Format Arrangements 3.2.2. Activity/Function Arrangement 3.2.3. The Twain Shall Meet 3.2.3.1. The One and Only, Part I 3.2.3.2. Subgroups 3.2.3.3. Series and Subseries 3.2.3.3.1. Sequence of Series 3.2.3.4. Files and Items 3.2.4. Where Should I Put It 3.2.4.1. Correspondence 3.2.4.2. Writings 3.2.4.3. Financial and Legal Materials 3.2.4.4. Subject Files 3.2.4.5. Research Notes 3.2.4.6. Printed Material/Clippings 3.2.4.7. Other Materials 3.2.4.8. Volumes 3.2.4.9. Pictures 3.2.4.10. Audio/Film/Video/Microform/Electronic Media 3.2.4.11. Museum Items 3.2.4.12. Additions 4. Describing 4.1. The "Typical" Finding Aid 4.1.1. Header and Contact Information 4.1.2. Descriptive Summary Including Abstract and Online Catalog Terms 4.1.2.1. Title 4.1.2.2. Creator 4.1.2.3. Extent 4.1.2.4. Repository 4.1.2.5. Abstract and Online Catalog Terms 4.1.3. Administrative Information 4.1.3.1. Access 4.1.3.2. Usage Restrictions 4.1.3.3. Provenance/Acquisitions Information 4.1.3.4. Processing Note 4.1.3.5. Items Separated 4.1.3.6. Related Collections 4.1.4. Biographical or Historical Note 4.1.5. Collection Overview 4.1.6. List of Series 4.1.7. Series Descriptions 4.1.7.1. The One and Only, Part II 4.1.7.2. Correspondence 4.1.7.3. Writings 4.1.7.4. Financial and Legal Materials 4.1.7.5. Subject Files 4.1.7.6. Research Notes 4.1.7.7. Printed Material/Clippings 4.1.7.8. Other Materials 4.1.7.9. Volumes 4.1.7.10. Pictures 4.1.7.11. Audio/Film/Video/Microforms/Electronic Media 4.1.7.12. Museum Items 4.2. Atypical Finding Aids 4.2.1. Additions 4.2.1.1. Separately Maintained Additions 4.2.1.2. Additions to Collections That Have Been Microfilmed 4.2.2. Intentionally Assembled Collections 4.3. Finishing the Finding Aid 5. Housing and Preserving 5.1. Preservation and You 5.1.1. Consciousness Raising 5.1.2. Preservation/Conservation 5.2. Procedures 5.2.1. Outside Assistance 5.2.1.1. Removing Items for Conservation Treatment 5.2.2. What You Can Do 5.2.2.1. Unfolding/Unrolling/Humidification/Flattening 5.2.2.2. Removing Fasteners 5.2.2.3. Handling Highly Acidic Materials 5.2.2.4. Housing and Labeling 5.2.2.4.1. Boxes 5.2.2.4.2. Folders 5.2.2.4.3. Items Separated 6. Finishing the Job 6.1. Location Table 6.2. Feng Shui Your Workspace; Or, Getting Rid of the Detritus

Appendices Sensitive Materials Processing Guidelines Technical Services Stylesheet Materials Not Appropriate for Retention DACS Annotated Finding Aid Ready Reference: How To... Annotate Chronologize correspondence Humidify and Flatten Make Box Labels Preservation Photocopy Research People in the North Carolina Collection Microfilm Remove Items for Conservation Write Collection Overviews and Abstracts Write Series Descriptions