After physical processing and arrangement is complete, enter the folder titles into the EAD Contents List Template. This template can be used to more easily create an EAD-coded contents list for finding aids. However, it's use can sometimes be tricky. Download a copy and test it out. See below for tips on filling the information in correctly and for navigating possible problems.
Notes to all:
This field records the component level type (<c level="type">) for the entry. These correspond quite directly with levels in a finding aid. Options are generally:
Other options exist and can be found on the EAD Official website.
This field records the level of the component (<c01>, <c02>, etc.). For example:
Only record the single digit needed. This template is only coded to go up to level 6. If you need to go above that, you'll have to reconfigure the underlying equations of the Excel file. Good luck with that. See more about component levels on the EAD Official website.
This field is pretty simple. Record the name of the series, subseries, or the folder title here. With series and subseries, it's best to include the heading and number (e.g., "Series I: Personal files").
Encode anything that should be italicized with one of the following formats:
Dates can be complicated. This template formats different forms of dates in different ways.
Date expression
Date - begin and Date - end
Date Bulk - begin and Date Bulk - end
These fields are used to record the Container type (box/folder) and the Container numbers for each entry. Generally Level 1 is used for box information and Level 2 is used for folder information, but Level 1 can be used for folder information for small collections that do not constitute an entire box. The resulting code will look something like this: <container type="Box" label="Text">1</container><container type="Folder">1</container>.
Container - record the container type here
Instance - record the number of the container here
Instance Type - record the type of material contained in the container here (generally "text" or "mixed_materials").
Instances should be recorded at the most granular components (not at parent levels). If you are describing at the folder level, list box/folder information at the folder ("file") level, but not at the series/sub-series level.
Once you have all of your data entered and arranged, you're almost done. Given the nature of this template, cutting and pasting information or cells often disrupts the equations in various parts. So, once all is set:
Fill out the information requested in the orange cells (A2-A5) on the second tab.