NYU Archives' EAD Production Guide

NoteTab Resources

This is a self-extracting exe that will create a directory called eadcb under C:. You will need to replace some of the default library files with NYU versions which are provided below. For more information on this tool, see Chris Prom's site

Excel Templates and macro code

Directions on use of this template is included in the file. The file is set as "read only." You don't need the macro to use the template but it's an easy way to retrieve everything you need from the template. To set-up the macro:

• open macro.txt and and copy all the contents onto your clipboard
• open eadTemplate.xls in Excel, and click Tools/Macro/Record New Macro.
• create a macro called "bigConversion"
• in the "store in" box, select "personal macro workbook
• you will see a tiny prompt like the one below, click the square stop button.

• click Tools/Macro/Macros and you will see a prompt like the one below

• click "Step Into." This will open VB editor. Delete all the content of that macro in the Module1 (Code) and paste in what you copied onto your clipboard from macro.txt

• click the save icon and close the VB editor.

Bar code template

This template is used in conjunction with the barCode clip provided in the EAD Cookbook For New.clb. Directions are included in the file.

DTD, XSD, Character Entity Reference Files, and style sheet

Above is a link to the EAD DTD which we are still using. With the exception of the style sheet, these files should all go into the EADFiles folder in which you will be creating your finding aids (the dtd is also included in Chris Prom's exe).The NYU Archives stylesheet based on one of Michael Fox's Cookbook style sheets. This was primarily designed by Leslie Myrick and is currently being used by all NYU's special collections. Embellishments have been made by Brian Stevens to the original design and the coding is well documented. This file should be placed in c:/eadcb/shared/styles. Some additional files are included below which should be unzipped and placed in c:/eadcb/EADfiles.

NYU Archives logo, up arrow, down arrow, css file

• Fill out the Excel EAD template carefully using established best practices for content*
• Paste into a blank NoteTab document (make sure that you have the EAD Cookbook For New clip book open in NoteTab (clip books are represented by tabs at the bottom of the page)
• Double click the bigConversion clip
• Validate the EAD
• Click the Make HTML clip
• Click the View in Browser clip
• There's your finding aid

* For content help see:

• EAD Best Practice Guidelines
• NYU date guide
• DA:CS
• EAD Tag Library

• Excel template entirely filled out.
• Contents of Excel template pasted into NoteTab before the "bigConversion"
• A finished finding aid encoded using the template
• Container list with bar codes made using the Excel bar code template