Archivists' Toolkit

Brooklyn Historical Society

This guide instructs users on setting up a new instance of AT, discusses how to create accession records and enter accessions data, creating name and subject records, using an assessment records module, and creating resource records. It discusses how to link records and how to export resource records into EAD and MARC XML files. It also instructs users on importing a box-folder inventory into a resource record using an XML editor. No screenshots.

Archivists' Toolkit Manual

CLIR/Free Library of Philadelphia

This manual for the CLIR/Free Library of Philadelphia, is a basic guide to using Archivists’ Toolkit for creating accession and collection records, digital objects, and using toolkit to record assessments. The manual is undated and 24 pages long.

Archivists' Toolkit Manual 

Los Angeles County Museum of Art

This is a general guide to processing archival collections at LACMA and many of the sections are repository-specific or do not relate to Archivists’ Toolkit (though that information may prove useful to other institutions for various reasons). Relevant sections include how to accession material using the AT, content and structure standards for finding aids, descriptive practices for digital media, and managing EAD finding aids.

Policies, Standards, and Procedures of the Archives of the Los Angeles County Museum of Art

Northwest Digital Archives

This manual is designed to enable members of the Northwest Digital Archives (NWDA) to create finding aids that comply with the Northwest Digital Archives’ Best Practice Guidelines for Encoded Archival Description. The first section walks archivists through the process of configuring their installation of the Archivists’ Toolkit to match NWDA expectations. The second and third sections walk paraprofessionals and student employees through the process of creating a resource record and then uploading the resultant finding aid to NWDA. Screenshots included. 

Archivists' Toolkit Best Practices for Northwest Digital Archives Members

Oklahoma State University

This manual, written for Oklahoma State University in 2014, is a brief guide to creating finding aids in Archivists’ Toolkit. It is 13 pages long and includes screenshots.

Archivists' Toolkit

Smithsonian Institution, Archives of American Art

This is a detailed guide on how to describe audiovisual material in Archivists’ Toolkit, including what technical specs to include in metadata. It is organized into three sections: collection-level description, series-level description, and folder/item-level description and discusses what information is required or preferable at each of these levels of processing. Screenshots included.

Describing AV in AT Resource Records

This manual provides detailed instruction on creating resource records, name records and subject records in the AT. It thoroughly describes the basics of description, including which fields and notes are required at each level of processing, offers helpful hints, and instructions on how to use Rapid Data Entry. It is 47 pages with screenshots included.

Creating Resource Records in Archivists' Toolkit

Texas General Land Office

This manual discusses how to create a finding aid in Archivist’s Toolkit adhering to Describing Archives: a Content Standard. It details Archivists’ Toolkit functionality, the descriptive elements in a finding aid, and how to upload AT records into consortial finding aid portals, in this case Texas Archival Resources Online.  It is geared toward student workers. Screenshots included.

Creating a Finding Aid in Archivists' Toolkit: A Manual for Students

Texas State Library and Archives Commission

This manual, written for the Texas State Library and Archives Commission in 2013, is a detailed and comprehensive guide to Archivists’ Toolkit. Preservation/conservation. All Toolkit features are documented and referenced to Describing Archives: A Content Standard. The manual includes information on incorporating preservation/conservation information, working with digital objects, reports, and useful edits to Toolkit produced EAD finding aids. It is 363 pages long and includes screenshots.

Archivists' Toolkit at Texas State Library and Archives Commission

The Museum of Flight

This manual discusses how to create accession and resource records in the Archivists’ Toolkit. It focuses on creating collection level records but does include a section on creating multi-level records. It assumes that the processor is using Describing Archives: A Content Standard. It is geared to anyone doing archival processing. Screenshots included.

Guidelines for Creating Finding Aids Using Archivists' Toolkit

University of California, Riverside

This manual was designed for use in the UCR Library's Special Collections & University Archives. It covers resource record creation in AT at the collection, series, and file levels. Subjects, names, and reports in AT are briefly covered as well. Modification of exported EAD files from AT using Oxygen XML is also discussed along with how these files are prepped for ingest into the Online Archive of California (OAC). No screenshots.

Procedures for Creating/Publishing EAD/MARC records using the Archivists' Toolkit

University of Pittsburgh, Archives Service Center

This is a thorough 43-page guide on describing collections and creating finding aids in Archivists’ Toolkit. It is organized into steps, which include creating a new resource record, entering descriptive data, inserting component records, using rapid data entry, linking subject headings and creating reports. It also includes several useful appendices that suggest workflows for managing finding aids and digitization. Screenshots included.

Guide to Describing Collections in Archivists' Toolkit

University of Southern California

This manual accompanies USC’s “Instructions for Entering Finding Aid Data in Archivists’ Toolkit Resource Records” document.  It focuses on creating name authorities and subject headings in Archivists’ Toolkit. Screenshots included.

Metadata for names and controlled access terms in AT

This manual accompanies USC’s “Metadata for names and controlled access terms in AT” document.  It discusses how to create a finding aid in Archivists’ Toolkit with detailed instructions illustrating AT functionality and entering information into the finding aid elements. Screenshots included.

Instructions for Entering Finding Aid Data in Archivists’ Toolkit Resource Records

Virginia Tech

This is a 73-page guide that is organized into sections according to Archivists’ Toolkit’s five modules: Names, Subjects, Accessions, Resources, and Digital Objects. It thoroughly discusses linking records across these modules. It also includes sections on assessment records, deaccession records, and creating reports. Appendices cover order of notes and mapping crosswalks between AT, EAD, and MARC. Screenshots not included for most sections.

Archivists' Toolkit Manual for Special Collections (v.1.2)