How to Proceed

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(1. Introduction)
(Describing)
 
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* [[How to Proceed: Introduction#How to Use This Manual|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]]==
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==[[How to Proceed: Preparing to Process|Preparing to Process]]==
 
*'''[[How to Proceed: Preparing to Process#Preliminary Research and Survey|Preliminary Research and Survey]]'''
 
*'''[[How to Proceed: Preparing to Process#Preliminary Research and Survey|Preliminary Research and Survey]]'''
 
**[[How to Proceed: Preparing to Process#Where to Begin|Where to Begin]]
 
**[[How to Proceed: Preparing to Process#Where to Begin|Where to Begin]]
 
***[[How to Proceed: Preparing to Process#Administrative History|Administrative History]]
 
***[[How to Proceed: Preparing to Process#Administrative History|Administrative History]]
 
***[[How to Proceed: Preparing to Process#Historical Context|Historical Context]]
 
***[[How to Proceed: Preparing to Process#Historical Context|Historical Context]]
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**[[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: Preparing to Process#The Survey|The Survey]]
 
**[[How to Proceed: Preparing to Process#The Survey|The Survey]]
 
***[[How to Proceed: Preparing to Process#On the Lookout|On the Lookout]]
 
***[[How to Proceed: Preparing to Process#On the Lookout|On the Lookout]]
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*'''[[How to Proceed: Preparing to Process#Writing a Processing Plan|Writing a Processing Plan]]'''
 
*'''[[How to Proceed: Preparing to Process#Writing a Processing Plan|Writing a Processing Plan]]'''
  
==3. [[How to Proceed: Arranging|Arranging]]==
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==[[How to Proceed: Arranging|Arranging]]==
*'''[[How to Proceed: Arranging#3.1. Basic Premises|3.1. Basic Premises]]'''
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*[[How to Proceed: Arranging#Basic Premises|Basic Premises]]
**[[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]]
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*[[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: Arranging#3.1.2. Relative Research Value|3.1.2. Relative Research Value]]
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*[[How to Proceed: Arranging#The Break Down|The Break Down]]
***[[How to Proceed: Arranging#3.1.2.1. Priority Level|3.1.2.1. Priority Level]]
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*[[How to Proceed: Arranging#Series and Subseries|Series and Subseries]]
***[[How to Proceed: Arranging#3.1.2.2. Processing and Control Levels|3.1.2.2. Processing and Control Levels]]
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*[[How to Proceed: Arranging#Files|Files]]
*'''[[How to Proceed: Arranging#3.2. The Break Down|3.2. The Break Down]]'''
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*[[How to Proceed: Arranging#Alphabetical order|Alphabetical order]]
**[[How to Proceed: Arranging#3.2.1. Type/Format Arrangements|3.2.1. Type/Format Arrangements]]
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*[[How to Proceed: Arranging#Chronological order|Chronological order]]
**[[How to Proceed: Arranging#3.2.2. Activity/Function Arrangement|3.2.2. Activity/Function Arrangement]]
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*[[How to Proceed: Arranging#Other orders|Other orders]]
**[[How to Proceed: Arranging#3.2.3. The Twain Shall Meet|3.2.3. The Twain Shall Meet]]
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*[[How to Proceed: Arranging#Separated material|Separated material]]
***[[How to Proceed: Arranging#3.2.3.1. The One and Only, Part I|3.2.3.1. The One and Only, Part I]]
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*[[How to Proceed: Arranging#Some arrangement concepts explored|Some arrangement concepts explored]]
***[[How to Proceed: Arranging#3.2.3.2. Subgroups|3.2.3.2. Subgroups]]
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**[[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: Arranging#3.2.3.3. Series and Subseries|3.2.3.3. Series and Subseries]]
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**[[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: Arranging#3.2.3.3.1. Sequence of Series|3.2.3.3.1. Sequence of Series]]
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**[[How to Proceed: Arranging#Granularity|Granularity]]
***[[How to Proceed: Arranging#3.2.3.4. Files and Items|3.2.3.4. Files and Items]]
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**[[How to Proceed: Arranging#Control|Control]]
**[[How to Proceed: Arranging#3.2.4. Where Should I Put It|3.2.4. Where Should I Put It]]
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*[[How to Proceed: Arranging#Additions|Additions]]
***[[How to Proceed: Arranging#3.2.4.1. Correspondence|3.2.4.1. Correspondence]]
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***[[How to Proceed: Arranging#3.2.4.2. Writings|3.2.4.2. Writings]]
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***[[How to Proceed: Arranging#3.2.4.3. Financial and Legal Materials|3.2.4.3. Financial and Legal Materials]]
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***[[How to Proceed: Arranging#3.2.4.4. Subject Files|3.2.4.4. Subject Files]]
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***[[How to Proceed: Arranging#3.2.4.5. Research Notes|3.2.4.5. Research Notes]]
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***[[How to Proceed: Arranging#3.2.4.6. Printed Material/Clippings|3.2.4.6. Printed Material/Clippings]]
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***[[How to Proceed: Arranging#3.2.4.7. Other Materials|3.2.4.7. Other Materials]]
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***[[How to Proceed: Arranging#3.2.4.8. Volumes|3.2.4.8. Volumes]]
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***[[How to Proceed: Arranging#3.2.4.9. Pictures|3.2.4.9. Pictures]]
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***[[How to Proceed: Arranging#3.2.4.10. Audio/Film/Video/Microform/Electronic Media|3.2.4.10. Audio/Film/Video/Microform/Electronic Media]]
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***[[How to Proceed: Arranging#3.2.4.11. Museum Items|3.2.4.11. Museum Items]]
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***[[How to Proceed: Arranging#3.2.4.12. Additions|3.2.4.12. Additions]]
+
  
==4. [[How to Proceed: Describing|Describing]]==
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==[[How to Proceed: Describing|Describing]]==
*'''[[How to Proceed: Describing#4.1. The "Typical" Finding Aid|4.1. The "Typical" Finding Aid]]'''
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*'''[[How to Proceed: Describing#The "Typical" Finding Aid|The "Typical" Finding Aid]]'''
**[[How to Proceed: Describing#4.1.1. Header and Contact Information|4.1.1. Header and Contact Information]]
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**[[How to Proceed: Describing#Header and Contact Information|Header and Contact Information]]
**[[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]]
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**[[How to Proceed: Describing#Collection Overview|Collection Overview]]
***[[How to Proceed: Describing#4.1.2.1. Title|4.1.2.1. Title]]
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***[[How to Proceed: Describing#Title|Title]]
***[[How to Proceed: Describing#4.1.2.2. Creator|4.1.2.2. Creator]]
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***[[How to Proceed: Describing#Creator|Creator]]
***[[How to Proceed: Describing#4.1.2.3. Extent|4.1.2.3. Extent]]
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***[[How to Proceed: Describing#Extent|Extent]]
***[[How to Proceed: Describing#4.1.2.4. Repository|4.1.2.4. Repository]]
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***[[How to Proceed: Describing#Repository|Repository]]
***[[How to Proceed: Describing#4.1.2.5. Abstract and Online Catalog Terms|4.1.2.5. Abstract and Online Catalog Terms]]
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**[[How to Proceed: Describing#Administrative Information|Administrative Information]]
***[[How to Proceed: Describing#4.1.3. Administrative Information|4.1.3. Administrative Information]]
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***[[How to Proceed: Describing#Access Restrictions|Access Restrictions]]
****[[How to Proceed: Describing#4.1.3.1. Access|4.1.3.1. Access]]
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***[[How to Proceed: Describing#Usage Restrictions|Usage Restrictions]]
****[[How to Proceed: Describing#4.1.3.2. Usage Restrictions|4.1.3.2. Usage Restrictions]]
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***[[How to Proceed: Describing#Provenance/Acquisitions Information|Provenance/Acquisitions Information]]
****[[How to Proceed: Describing#4.1.3.3. Provenance/Acquisitions Information|4.1.3.3. Provenance/Acquisitions Information]]
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***[[How to Proceed: Describing#Processing Note|Processing Note]]
****[[How to Proceed: Describing#4.1.3.4. Processing Note|4.1.3.4. Processing Note]]
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***[[How to Proceed: Describing#Items Separated|Items Separated]]
****[[How to Proceed: Describing#4.1.3.5. Items Separated|4.1.3.5. Items Separated]]
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***[[How to Proceed: Describing#Related Collections|Related Collections]]
****[[How to Proceed: Describing#4.1.3.6. Related Collections|4.1.3.6. Related Collections]]
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**[[How to Proceed: Describing#Biographical or Historical Note|Biographical or Historical Note]]
**[[How to Proceed: Describing#4.1.4. Biographical or Historical Note|4.1.4. Biographical or Historical Note]]
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**[[How to Proceed: Describing#Scope and Content Note|Scope and Content Note]]
**[[How to Proceed: Describing#4.1.5. Collection Overview|4.1.5. Collection Overview]]
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**[[How to Proceed: Describing#List of Series|List of Series]]
**[[How to Proceed: Describing#4.1.6. List of Series|4.1.6. List of Series]]
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**[[How to Proceed: Describing#Series Descriptions|Series Descriptions]]
**[[How to Proceed: Describing#4.1.7. Series Descriptions|4.1.7. Series Descriptions]]
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***[[How to Proceed: Describing#When There Are No Series|When There Are No Series]]
***[[How to Proceed: Describing#4.1.7.1. The One and Only, Part II|4.1.7.1. The One and Only, Part II]]
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***[[How to Proceed: Describing#Abstract and Subject Headings|Abstract and Subject Headings]]
***[[How to Proceed: Describing#4.1.7.2. Correspondence|4.1.7.2. Correspondence]]
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*'''[[How to Proceed: Describing#Finishing the Finding Aid|Finishing the Finding Aid]]'''
***[[How to Proceed: Describing#4.1.7.3. Writings|4.1.7.3. Writings]]
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***[[How to Proceed: Describing#4.1.7.4. Financial and Legal Materials|4.1.7.4. Financial and Legal Materials]]
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***[[How to Proceed: Describing#4.1.7.5. Subject Files|4.1.7.5. Subject Files]]
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***[[How to Proceed: Describing#4.1.7.6. Research Notes|4.1.7.6. Research Notes]]
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***[[How to Proceed: Describing#4.1.7.7. Printed Material/Clippings|4.1.7.7. Printed Material/Clippings]]
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***[[How to Proceed: Describing#4.1.7.8. Other Materials|4.1.7.8. Other Materials]]
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***[[How to Proceed: Describing#4.1.7.9. Volumes|4.1.7.9. Volumes]]
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***[[How to Proceed: Describing#4.1.7.10. Pictures|4.1.7.10. Pictures]]
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***[[How to Proceed: Describing#4.1.7.11. Audio/Film/Video/Microforms/Electronic Media|4.1.7.11. Audio/Film/Video/Microforms/Electronic Media]]
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***[[How to Proceed: Describing#4.1.7.12. Museum Items|4.1.7.12. Museum Items]]
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*'''[[How to Proceed: Describing#4.2. Atypical Finding Aids|4.2. Atypical Finding Aids]]'''
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**[[How to Proceed: Describing#4.2.1. Additions|4.2.1. Additions]]
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***[[How to Proceed: Describing#4.2.1.1. Separately Maintained Additions|4.2.1.1. Separately Maintained Additions]]
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***[[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]]
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**[[How to Proceed: Describing#4.2.2. Intentionally Assembled Collections|4.2.2. Intentionally Assembled Collections]]
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*'''[[How to Proceed: Describing#4.3. Finishing the Finding Aid|4.3. Finishing the Finding Aid]]'''
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==5. [[How to Proceed: Housing and Preserving|Housing and Preserving]]==
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==[[How to Proceed: Housing and Preserving|Housing and Preserving]]==
*'''[[How to Proceed: Housing and Preserving#5.1. Preservation and You|5.1. Preservation and You]]'''
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*'''[[How to Proceed: Housing and Preserving#Preservation and You|Preservation and You]]'''
**[[How to Proceed: Housing and Preserving#5.1.1. Consciousness Raising|5.1.1. Consciousness Raising]]
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**[[How to Proceed: Housing and Preserving#Consciousness Raising|Consciousness Raising]]
**[[How to Proceed: Housing and Preserving#5.1.2. Preservation/Conservation|5.1.2. Preservation/Conservation]]
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**[[How to Proceed: Housing and Preserving#Preservation/Conservation|Preservation/Conservation]]
*'''[[How to Proceed: Housing and Preserving#5.2. Procedures|5.2. Procedures]]'''
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*'''[[How to Proceed: Housing and Preserving#Procedures|Procedures]]'''
**[[How to Proceed: Housing and Preserving#5.2.1. Outside Assistance|5.2.1. Outside Assistance]]
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**[[How to Proceed: Housing and Preserving#Outside Assistance|Outside Assistance]]
***[[How to Proceed: Housing and Preserving#5.2.1.1. Removing Items for Conservation Treatment|5.2.1.1. Removing Items for Conservation Treatment]]
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**[[How to Proceed: Housing and Preserving#Removing Items for Conservation Treatment|Removing Items for Conservation Treatment]]
**[[How to Proceed: Housing and Preserving#5.2.2. What You Can Do|5.2.2. What You Can Do]]
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**[[How to Proceed: Housing and Preserving#What You Can Do|What You Can Do]]
***[[How to Proceed: Housing and Preserving#5.2.2.1. Unfolding/Unrolling/Humidification/Flattening|5.2.2.1. Unfolding/Unrolling/Humidification/Flattening]]
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***[[How to Proceed: Housing and Preserving#Unfolding/Unrolling/Humidification/Flattening|Unfolding/Unrolling/Humidification/Flattening]]
***[[How to Proceed: Housing and Preserving#5.2.2.2. Removing Fasteners|5.2.2.2. Removing Fasteners]]
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***[[How to Proceed: Housing and Preserving#Removing Fasteners|Removing Fasteners]]
***[[How to Proceed: Housing and Preserving#5.2.2.3. Handling Highly Acidic Materials|5.2.2.3. Handling Highly Acidic Materials]]
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***[[How to Proceed: Housing and Preserving#Handling Highly Acidic Materials|Handling Highly Acidic Materials]]
***[[How to Proceed: Housing and Preserving#5.2.2.4. Housing and Labeling|5.2.2.4. Housing and Labeling]]
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***[[How to Proceed: Housing and Preserving#Housing and Labeling|Housing and Labeling]]
***[[How to Proceed: Housing and Preserving#5.2.2.4.1. Boxes|5.2.2.4.1. Boxes]]
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***[[How to Proceed: Housing and Preserving#Boxes|Boxes]]
***[[How to Proceed: Housing and Preserving#5.2.2.4.2. Folders|5.2.2.4.2. Folders]]
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***[[How to Proceed: Housing and Preserving#Folders|Folders]]
***[[How to Proceed: Housing and Preserving#5.2.2.4.3. Items Separated|5.2.2.4.3. Items Separated]]
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***[[How to Proceed: Housing and Preserving#Boxes and Folders for Additions|Boxes and Folders for Additions]]
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***[[How to Proceed: Housing and Preserving#Items Separated|Items Separated]]
  
==6. [[How to Proceed: Finishing the Job|Finishing the Job]]==
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==[[How to Proceed: Finishing the Job|Finishing the Job]]==
*'''[[How to Proceed: Finishing the Job#6.1. Location Table|6.1. Location Table]]'''
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*'''[[How to Proceed: Finishing the Job#Location Table|Location Table]]'''
*'''[[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]]'''
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*'''[[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]]'''
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*'''[[How to Proceed: Finishing the Job#Transfers|Transfers]]'''
  
  
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==Appendices==
 
*'''[[Sensitive Materials Processing Guidelines]]'''
 
*'''[[Technical Services Stylesheet]]'''
 
*'''[[Materials Not Appropriate for Retention]]'''
 
*'''[[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]]

Latest revision as of 12:29, 16 September 2012

A Procedures Manual for the Southern Historical Collection and General Manuscripts University of North Carolina at Chapel Hill

Revision History

TABLE OF CONTENTS

Introduction

Preparing to Process

Arranging

Describing

Housing and Preserving

Finishing the Job

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