There are three folders on the “R” drive for finding aids.

1. EAD/mss_ead/completed_ead is the canonical source for all of our completed finding aids,
2. EAD/mss_ead/in_process_ead is a working directory.
3. The /findingaids folder, on the top level of R, is the location of our finding aids that are displayed on the web.

Any new finding aids being authored, or edits to existing ones, should happen in the /in_process_ead folder. To edit, drag the file out of /completed_ead, edit, test, and return the final file to /completed_ead. Once you are confident the file is ready for public display, move it to the /findingaids folder.

If you are updating an existing finding aid in the /findingaids folder, make sure you delete the accompanying PDF file if one exists. A new one will be generated on demand based on your updated file.

Please don't edit files in the /findingaids or /completed_ead folders and make sure any file added to /findingaids has been checked in oXygen.

Navigate to, or create, the Wordpress post and add a Page Title and a collection description/bioghist at the top of the page. Then under the Custom Field Template add, at a minimum, info to the following fields:

• unitid: (i.e. MS 1079)
• eadid: (i.e. mums1079)
• findingaid (add Yes to Is there a finding aid? field)
• credocontent
• unittitle
• unitdate
• bulkdates
• boxes
• linearfeet
• acqinfo
• subjects
• genreform

In the Post sidebar on the right, make sure to include the following:

• Change Status & Visibility to Public
• Check off all the appropriate Categories
• Add Tags for mss and the first letter of the collection
• Set a Featured image (if appropriate)

When encoding a finding aid that references some (any) digital content in Credo, remember to include an <altformavail type=”digital”> element in the EAD and in the UMarmot record (see examples of wording online).

Secondly, in the UMarmot record itself, there is a field label credocontent in which you enter the word “Yes,” if more or less the entire collection is digitized, or “Selected,” if only some of the collection is digitized. Capitalization matters. [notes from Rob]