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Best Practices for Creating Finding
               Aids
    So you’ve processed the collection, now
                   what??

     By jennifer whitlock, archivist, Indianapolis Museum of Art,
        for Society of Indiana Archivists Workshop Fall 2011
What is a Finding Aid?
 A description of an
 archival collection
 usually containing the
 history of the creator as
 well as an inventory of
 the contents.

 created in various
 electronic and print
 formats, including word
 processor document,
 spreadsheet, database,
 paper list, index cards,
 etc.
Sterling Library, Yale University
                                                         http://en.wikipedia.org/wiki/File:SML-Card-
                                                         Catalog.jpg




  County of San Diego Public Records
  http://www.sdcounty.ca.gov/cob/bosa/navrecords3.html




Old School “Finding
Aids”
                                                          Oregon State Archives
                                                          http://arcweb.sos.state.or.us/tour/reffindingnew.htm
                                                          l
Paper Finding Aid




                    Bentley Historical Library, University of
                    Michigan
                    http://bentley.umich.edu/exhibits/bhl75/collections.php
Online Finding Aid
Hierarchy or “nesting”
   levels of description
Broader to more specific
Top level description will be inherited by subsequent levels
                  Collectio
                  n
                                       Series

                                                   Sub-
                                                   series
                                                                folder

                                                                         item



               http://gabbafriends.com/yo-gabba-nesting-dolls
How do you make it useful to
                  your patrons?
 Top level (usually collection or record group level)
  minimum:
     Unique ID code
     Repository info
     Title
     Date
     Extent – linear feet, cubic feet, number of boxes
     Name of creator
     Scope and Content
     Access Conditions or restrictions
     Language of the Material
 Next level (series or record series) includes all of the
  above unless it is the same or if it needs more specific
  information
How do you make it useful to your patrons?
Multilevel Optimum:

All of the previous Plus:
       Administrative/Biographical History
       Scope and Content (including full detailed
  description)
       Access points

Can add any additional elements that might be
 useful…
How do you make it useful to your patrons?

 Every
  collection is
  different - not
  all elements
  will be used
  for every
  collection

 Tailor
  description to
  suit the size,
  importance,
  and
Links to example finding aids

 Guggenheim http://www.guggenheim.org/new-
    york/collections/library-and-archives/archive-
    collections
   Archives of American Art
    http://www.aaa.si.edu/collectionsonline/
   Greene & Greene Virtual Archives
   http://www.usc.edu/dept/architecture/greeneandgr
    eene/
   http://www.oac.cdlib.org/findaid/ark:/13030/kt5p30
    075x
Playing well with others
Standards for content

 General International Standard Archival Description
  ISAD(G) http://www.icacds.org.uk/eng/ISAD(G).pdf
 Describing Archives: A Content Standard DA:CS [based
  on ISAD(G)]
  http://www.archivists.org/governance/standards/dacs.asp
 Rules for Archival Description RAD [Canadian]
  http://www.cdncouncilarchives.ca/archdesrules.html
…Playing well with others…
Describing Archives: A Content Standard DA:CS
   Scope and Content
   Historical/Biographical
   Access Points
...Playing well with others…
Access Points
Controlled Vocabularies and Specialized Thesaurus

International Standard Archival Authority Record for Corporate
   Bodies, Persons and Families (ISAAR(CPF))
   http://www.icacds.org.uk/eng/isaar2ndedn-e_3_1.pdf


   LC Subject headings (LCSH)
    http://www.loc.gov/cds/products/product.php?productID=159

   LC Authority Headings http://authorities.loc.gov/cgi-
    bin/Pwebrecon.cgi?DB=local&PAGE=First

   LC Thesaurus for Graphic Materials I: Subject terms (TGM I)
    http://www.loc.gov/rr/print/tgm1/
…Playing well with others…
Access Points
Controlled Vocabularies and Specialized Thesaurus

  Getty Vocabularies
  http://www.getty.edu/research/tools/vocabularies/index.html

      Getty Art & Architecture Thesaurus (AAT)

      Getty Thesaurus of Geographic Names (TGN)

      Getty Union List of Artist Names (ULAN)

  Thesaurus for Use in College and University Archives
    http://www2.archivists.org/thesaurus
…Playing well with others…

Standards for format
The standard machine-readable format for
 manuscript collection finding aids, widely used in
 the United States, England, Canada, and
 Australia, is
  http://www.loc.gov/ead/



MARC MAchine-Readable Cataloging
   usually Collection level record
   searchable with library materials
…Playing well with others…

Software:
XML editing programs:
 Examples: Xmetal, NoteTab (w/EAD Cookbook), Oxygen,
  etc.
 Even MS Word tries to use XML
 Apply XSLT (stylesheets) for display
 Convert to HTML for web display
 Disadvantages:
 Does not support other archival functions:
 reference, accessions, locations, etc.
 Not as user friendly as archives specific software
 No display features
 No digital image metadata or support
…Playing well with others…
•Not only for finding
aids, supports many
archival management            Open Source Archives Management
                               Tools
functions
•one searchable database
•Can export EAD (and
MARC) and collaborate
•User friendly interface
•Designed for archivists by
archivists
•Community input

BUT…
Free as in kittens not as in
beer
…Playing well with others…
Consortia or portals:

Arizona Archives online: http://www.azarchivesonline.org/xtf/search

Online Archives of California: http://www.oac.cdlib.org/

Northwest Digital Archives: http://nwda.wsulibs.wsu.edu/

Rocky Mountain Online Archive: http://rmoa.unm.edu/

Texas Archival Resources Online: http://www.lib.utexas.edu/taro/

Ohio Link Finding Aid Repository: http://ead.ohiolink.edu/xtf-ead/

North Carolina Exploring Cultural Heritage Online: http://www.ncecho.org/

Archives Florida: http://palmm2.fcla.edu/afl/
…Playing well with others…
Consortia or portals:
We need a EAD finding aid portal for Indiana!
 Who’s in?

 Indiana Memory, Indiana Digital Library
 http://www.in.gov/memories/
Future of the Finding Aid
What’s next?
 Visualization, Timelines, graphs, mapping
 Augmented reality
 Interactive, custom display based on user needs
 Tagging, researcher comments, user created
  description
 Cool like the commercial website
 Visual rather than purely textual


Open the door to whole new audiences….
DEMO!!!!
Let’s make a finding aid

http://www.imamuseum.org/archon/

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Finding Aids Slides

  • 1. Best Practices for Creating Finding Aids So you’ve processed the collection, now what?? By jennifer whitlock, archivist, Indianapolis Museum of Art, for Society of Indiana Archivists Workshop Fall 2011
  • 2. What is a Finding Aid?  A description of an archival collection usually containing the history of the creator as well as an inventory of the contents.  created in various electronic and print formats, including word processor document, spreadsheet, database, paper list, index cards, etc.
  • 3. Sterling Library, Yale University http://en.wikipedia.org/wiki/File:SML-Card- Catalog.jpg County of San Diego Public Records http://www.sdcounty.ca.gov/cob/bosa/navrecords3.html Old School “Finding Aids” Oregon State Archives http://arcweb.sos.state.or.us/tour/reffindingnew.htm l
  • 4. Paper Finding Aid Bentley Historical Library, University of Michigan http://bentley.umich.edu/exhibits/bhl75/collections.php
  • 6. Hierarchy or “nesting” levels of description Broader to more specific Top level description will be inherited by subsequent levels Collectio n Series Sub- series folder item http://gabbafriends.com/yo-gabba-nesting-dolls
  • 7. How do you make it useful to your patrons?  Top level (usually collection or record group level) minimum:  Unique ID code  Repository info  Title  Date  Extent – linear feet, cubic feet, number of boxes  Name of creator  Scope and Content  Access Conditions or restrictions  Language of the Material  Next level (series or record series) includes all of the above unless it is the same or if it needs more specific information
  • 8. How do you make it useful to your patrons? Multilevel Optimum: All of the previous Plus:  Administrative/Biographical History  Scope and Content (including full detailed description)  Access points Can add any additional elements that might be useful…
  • 9. How do you make it useful to your patrons?  Every collection is different - not all elements will be used for every collection  Tailor description to suit the size, importance, and
  • 10. Links to example finding aids  Guggenheim http://www.guggenheim.org/new- york/collections/library-and-archives/archive- collections  Archives of American Art http://www.aaa.si.edu/collectionsonline/  Greene & Greene Virtual Archives  http://www.usc.edu/dept/architecture/greeneandgr eene/  http://www.oac.cdlib.org/findaid/ark:/13030/kt5p30 075x
  • 11. Playing well with others Standards for content  General International Standard Archival Description ISAD(G) http://www.icacds.org.uk/eng/ISAD(G).pdf  Describing Archives: A Content Standard DA:CS [based on ISAD(G)] http://www.archivists.org/governance/standards/dacs.asp  Rules for Archival Description RAD [Canadian] http://www.cdncouncilarchives.ca/archdesrules.html
  • 12. …Playing well with others… Describing Archives: A Content Standard DA:CS  Scope and Content  Historical/Biographical  Access Points
  • 13. ...Playing well with others… Access Points Controlled Vocabularies and Specialized Thesaurus International Standard Archival Authority Record for Corporate Bodies, Persons and Families (ISAAR(CPF)) http://www.icacds.org.uk/eng/isaar2ndedn-e_3_1.pdf  LC Subject headings (LCSH) http://www.loc.gov/cds/products/product.php?productID=159  LC Authority Headings http://authorities.loc.gov/cgi- bin/Pwebrecon.cgi?DB=local&PAGE=First  LC Thesaurus for Graphic Materials I: Subject terms (TGM I) http://www.loc.gov/rr/print/tgm1/
  • 14. …Playing well with others… Access Points Controlled Vocabularies and Specialized Thesaurus Getty Vocabularies http://www.getty.edu/research/tools/vocabularies/index.html  Getty Art & Architecture Thesaurus (AAT)  Getty Thesaurus of Geographic Names (TGN)  Getty Union List of Artist Names (ULAN) Thesaurus for Use in College and University Archives http://www2.archivists.org/thesaurus
  • 15. …Playing well with others… Standards for format The standard machine-readable format for manuscript collection finding aids, widely used in the United States, England, Canada, and Australia, is http://www.loc.gov/ead/ MARC MAchine-Readable Cataloging  usually Collection level record  searchable with library materials
  • 16. …Playing well with others… Software: XML editing programs:  Examples: Xmetal, NoteTab (w/EAD Cookbook), Oxygen, etc.  Even MS Word tries to use XML  Apply XSLT (stylesheets) for display  Convert to HTML for web display Disadvantages: Does not support other archival functions: reference, accessions, locations, etc. Not as user friendly as archives specific software No display features No digital image metadata or support
  • 17. …Playing well with others… •Not only for finding aids, supports many archival management Open Source Archives Management Tools functions •one searchable database •Can export EAD (and MARC) and collaborate •User friendly interface •Designed for archivists by archivists •Community input BUT… Free as in kittens not as in beer
  • 18. …Playing well with others… Consortia or portals: Arizona Archives online: http://www.azarchivesonline.org/xtf/search Online Archives of California: http://www.oac.cdlib.org/ Northwest Digital Archives: http://nwda.wsulibs.wsu.edu/ Rocky Mountain Online Archive: http://rmoa.unm.edu/ Texas Archival Resources Online: http://www.lib.utexas.edu/taro/ Ohio Link Finding Aid Repository: http://ead.ohiolink.edu/xtf-ead/ North Carolina Exploring Cultural Heritage Online: http://www.ncecho.org/ Archives Florida: http://palmm2.fcla.edu/afl/
  • 19. …Playing well with others… Consortia or portals: We need a EAD finding aid portal for Indiana! Who’s in?  Indiana Memory, Indiana Digital Library http://www.in.gov/memories/
  • 20. Future of the Finding Aid What’s next?  Visualization, Timelines, graphs, mapping  Augmented reality  Interactive, custom display based on user needs  Tagging, researcher comments, user created description  Cool like the commercial website  Visual rather than purely textual Open the door to whole new audiences….
  • 22. Let’s make a finding aid http://www.imamuseum.org/archon/