Left Menu Right Menu

Utility Site

The Utility Site is your destination for getting ARKs, using the compliance checker and submitting your finding aids to the database. (You must be a Archives & Manuscripts Service participant with a login and password to access this site.)


EAD Best Practices 

Software Documentation

Software Documentation

Helper files for use with XMetaL or Oxygen
(right click to download and save locally):

Encoding Container Lists

Excel-to-EAD workflow and tools for encoding container lists using an Excel template (under revision):

  • Instructions
  • Excel template
  • Plain text replace table

Web Encoding Template (Version 2.0, 2011 September)

  • Instructions (Revised 2011-09-07)
  • Link to Template (Utility Site; must be a Archives & Manuscripts Service participant with login and password to access)

Additional Encoding Support

Institutional Examples & Tools

Oregon State University's Instructions for Preparing Collection-Level Finding Aids (2008-02-29)

Central Oregon Community College's Instructions for Exporting Container Lists from Access (2008-05-22)

The Utah State Archives' webcast ofInstructions for Producing Container Lists using Excel and Word mail merge (2008)

Steady, a tool from the University of North Carolina for converting CSV to EAD XML (2011 February 16)

Converting EAD Finding Aids into MARCXML:

Other Resources:

EAD Training

The Archives & Manuscripts Collections Service offers participating institutions training in Encoded Archival Description. The program's five-part training series offers an interactive overview of all that you need to know to create or convert finding aids so that they can go into the database: DACS basics, EAD basics, our best practices, encoding tools choices, workflows, and the many other tools that the Archives & Manuscripts Service offers. The training is a combination of recorded webinars to watch anytime and live one-hour web-based workshops. By the end of the series, you'll be ready to fully participate. The series is scheduled over a five- or six-week period. Participants will have homework assignments to complete between each workshop that require approximately one to two hours to complete.

EAD Training details