Checklists and Templates

Eberly Family Special Collections Library

This folder includes our institutional processing manual (pdf) and Word document versions of our collections services supporting documentation templates. These include our collections survey, processing plan, processing notes, post-processing, and separation sheet templates.

New York University

LibGuide with forms, templates, manuals, and other documentation concerning archival accessioning and arrangement and description.

State University of New York at Buffalo – UB Special Collections

A guide for UB Special Collections covering accessions and description and care of collection material, including policies, training videos and templates, and descriptive best practices for creating resource records (finding aids) and describing digital objects in ArchivesSpace. This guide also covers legacy description and data cleanup.

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