WorkflowLibraries, Archives & Research Integrity

Archival Transcription & Finding Aids

Finding aids drafted to DACS from every transcribed page, each fact cited and each line approved by an archivist

Backlogs described in weeks, not years, with every line approved by an archivist.

See one case, screen by screen ↓
demo141pagesof Box 18 transcribed overnight, 3,512 lines, each with a confidence
demo23lineswhere the two readers disagreed, sent to a person with the scan crop and both readings
demo6linesin the same writer's hand, proposed for one approval after a single correction
target4×the linear feet per archivist hour, from about 8 hours a foot to 2
In short

What is Archival Transcription & Finding Aids?

Archival Transcription & Finding Aids turns scanned letters, ledgers, catalog cards and oral-history audio into transcripts and DACS finding aids for university archives and special collections. Agents transcribe every line with a confidence, a second agent re-reads the uncertain ones, and every folder title, date and scope note cites the page it came from. An archivist approves every line, and every restriction is approved by a second person, before anything is published.

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Updated

The problem

Why finding aids fall years behind the boxes on the shelf

Finding aids are how a researcher learns what an archive holds, and most university archives and special collections hold far more than they have described. At the most cited estimate of about 8 hours a linear foot, a processing backlog of 18,000 linear feet is decades of staff time, so letters, ledgers and oral histories sit on the shelf known to staff and invisible to everyone else. Minimal processing describes boxes and folders, not words, so even a described collection stays unsearchable line by line.

Transcription tools give raw text but no archival description, and every page still has to be read for student records under FERPA, medical details and Social Security numbers before anything goes online. Archival Transcription & Finding Aids puts seven agents in front of that work: they transcribe, re-read, draft DACS description with a citation for every fact, and hold anything sensitive, so the processing archivist spends the day approving and deciding, not typing.

typical8hoursper linear foot, the most cited estimate for processing archives
typical$581.98per processed linear foot (24.5 staff hours) in one published costing
demo69staff-yearsof processing backlog at the sample university, at 8 hours a linear foot
Where a linear foot's processing hours goestimated
By hand8 hours
With the solution2 hours
  • Arrangement, rehousing, and box and folder numbering2.5 → 1 h
  • Reading each folder to learn what is in it2 → 0.3 h
  • Writing folder titles, dates and scope notes to DACS2 → 0.3 h
  • Screening pages for student records, medical details and identifiers1 → 0.2 h
  • Encoding EAD, checking accessibility and publishing0.5 → 0.2 h

Estimated split of the commonly cited 8 hours per linear foot, by hand and with the agents; the 'after' column totals 2 hours, the design target. Our arithmetic, kept modest: rehousing boxes is still done by a person.

How it works

How a box moves

Seven agents transcribe, re-read, describe and screen every box; archivists approve every line and every restriction.

What comes in
Material in4 kinds · scans, ledgers, cards and labels, oral-history audio
Agents at work
Intake agentbox and folder checks
Then
Transcription agentconfidence per line
Reader agentindependent second read
Then
Describer agentDACS, every fact cited
Sensitivity agentcan only hold
Then
Accessibility agentWCAG 2.1 AA
Publisher agentEAD3, assets, discovery
A person decides
Processing archivist and head of special collectionsapprove lines, confirm and approve restrictions
What comes out
Finding aid, cited
Accessible transcripts
Restrictions on the record
One case, step by step

One box of 1962 letters, from overnight transcription to a published finding aid

Halden State University's Office of the Dean of Students records, 1946–1979 (UA-0214): 64 boxes, 32 linear feet, transferred in August 2024. Here is what happens to Box 18, the correspondence of 1962, screen by screen in the working solution, on Wednesday, October 21.

  1. 011:12–2:47 a.m.

    Box 18 read, re-read, described and screened before anyone arrives

    Five agents

    The agents transcribed 141 pages, 3,512 lines, and accepted 3,301 lines at confidence 0.90 or more. The Reader agent re-read the other 211 on its own and agreed on 188; 23 lines went to a person. The Describer drafted 12 folder descriptions with 64 citations, and the Sensitivity agent held one folder.

    Needs you: Box 18, folder 4 on hold; 11 folder descriptions to approve; 23 lines the two readers disagree on.

  2. 02Morning

    The collection as a shelf of boxes, with its finding aid growing underneath

    Tomas Brennan-Ruiz · Processing archivist

    UA-0214 is drawn as its 64 archival boxes in six series. Boxes 1–16 are full and public, Box 17 is half full, Box 18 is full with a hold mark, and Series 4, the conduct files, is closed by the transfer agreement. Under the shelf, Box 18's finding aid sits in its DACS hierarchy, every agent-written title in italic with a draft tag.

    2,412 pages transcribed · 186 folders described · 8 folders restricted · 1 on hold.

  3. 03Folder 1

    Every line beside the scan, with its confidence and a second read

    Transcription agent · Reader agent

    A January 8, 1962 letter from the Dean of Men sits beside its transcript, line by line, with confidences from 0.91 to 0.99. A handwritten note on line 11, "Agreed - lunch Thurs. 18th? M.A.T.", read at 0.71, was re-read independently and shows "Second read agreed 0.93". Line 12 shows [illegible?]: the readers disagree, so a person decides.

  4. 049:40 a.m.

    Fix a writer's hand once, and the fix is proposed everywhere

    Ines Halloran · Archives technician

    Each line to check shows the scan crop and both agents' readings with their confidences. Ines reads "Eastgate" once in Dean H. V. Whitcomb's hand, and the same reading is proposed on 6 more lines in folders 2, 5, 9 and 10, accepted in one step, and the Reader agent re-reads 10 more of his lines with the corrected hand and now agrees. The 6 lines left are all in folder 4, which is on hold.

    Nothing is guessed: a line the two readers cannot agree on stays [illegible?] until a person settles it.

  5. 059:58 a.m.

    Folder description drafted to DACS, approved by an archivist

    Describer agent · Tomas Brennan-Ruiz

    For each folder the Describer drafted a DACS title, a one-sentence scope note, dates, pages and its sources; folder 1 is "Correspondence, January–February 1962", 14 pages, 6 sources. Tomas approves the 11 open folders in one step. Folder 4 cannot be approved while it is held.

  6. 06One click

    Every fact in the finding aid opens the page it came from

    Tomas Brennan-Ruiz

    The citation on folder 2's scope note opens Box 18, folder 2, page 3, lines 1–6: a March 1962 memo with the lines behind the note highlighted, such as "Council asks 12:30 a.m. on Fri. and Sat." The archivist checks the source before approving, and can ask about it.

  7. 072:12 a.m.

    A hold on folder 4, with the lines and the rule behind it

    Sensitivity agent

    Folder 4, "Disciplinary correspondence, 1962", names three students in a disciplinary action on page 1, lines 6–14, with a medical detail on line 12 and student numbers on page 4. The agent proposed RS-26-0417 at confidence 0.97: closed, description only, under FERPA, access policy 4.2 and clause 6 of transfer agreement 2024-031, opening January 1, 2038.

    The Sensitivity agent can only hold. It never publishes, lifts a hold or decides.

  8. 0810:14 and 10:22 a.m.

    Confirmed by one person, approved by another

    Lorraine Okafor-Hale · Head of Special Collections

    Tomas confirms the restriction at 10:14 a.m. The approval then opens for Lorraine, with the folder, the cited lines, FERPA and access policy 4.2 and the opening date in front of her; she approves at 10:22 a.m. The person who confirms a restriction can never approve it.

  9. 0910:31 a.m.

    Box 18 released to three systems in one step

    Publisher agent

    Four checks pass: 11 of 11 open folders approved, the restriction approved, all 17 lines in the open folders settled, and 14 of 14 WCAG 2.1 AA checks with both alt texts approved. The archival management system receives 12 archival objects in EAD3, the digital asset system 135 page images and 11 transcripts, and discovery 12 records.

    Researchers see "Disciplinary correspondence, 1962 (restricted: student records)", opens 2038.

  10. 10Audit-ready

    Every public line traces to its approver and its page

    Beatrice Lund · Records compliance auditor

    The audit trail lists who did what, when, why and on which evidence, with people and agents labeled. The export pack for Box 18 holds the EAD3 finding aid with its restriction, the per-line transcript trail of 3,512 lines with both readings, the 64 citations, the restriction's maker and checker, the accessibility report and the model and prompt versions used.

Who it’s for

Built for everyone who signs off a finding aid.

The same box, seen by the four people who carry it: what their day looked like, and what it looks like now.

TB
Tomas Brennan-RuizProcessing archivist · arranges and describes collections
Processing archivist
Before
Types folder titles and scope notes one folder at a time, and reads page by page for anything that cannot go public.
Now
Starts the day with every folder drafted and cited, approves the open ones in one step, and confirms the one hold.
LO
Lorraine Okafor-HaleHead of Special Collections · approves every restriction
Head of Special Collections
Before
Answers for the backlog and for anything about a student that reaches the public site.
Now
Approves each restriction with the cited lines, the rule and the opening date in front of her, and never one she confirmed.
IH
Ines HalloranArchives technician · settles the lines the agents could not
Archives technician
Before
Checks transcripts line by line against the scan, correcting the same writer's hand again and again.
Now
Sees the scan crop and both readings side by side, fixes a hand once, and approves the same fix on every matching line.
PR
Priya Ramaswamy-ColeDigital collections librarian · runs digitization and oral history
Digital collections librarian
Before
Publishes transcripts and checks accessibility by hand, and tracks oral-history release terms herself.
Now
Releases a box only when every transcript passes its accessibility checks, with narrators' seals applied to audio and text.
Built on the engine

7 agents. Each with one job, and hard limits.

Seven agents transcribe, re-read, describe and screen every box; archivists approve every line and every restriction.

Intake agent

Checks each capture batch by box and folder: image counts against the folder list, checksums, barcodes, blank or rotated pages, and the release form for audio.

  • Never deletes an image
  • Never starts work on audio without a signed release
Transcription agent

Transcribes handwriting, typescript, carbons, ledgers, catalog cards, item labels and oral-history audio, with a confidence on every line and speakers and timestamps for audio.

  • Never guesses silently below 0.90: those lines go to a second read
  • Never smooths over a word it cannot read
Reader agent

Re-reads every uncertain line on its own, with a different model and without seeing the first reading. Agreement accepts the line; disagreement sends it to a person as [illegible?].

  • Never sees the first reading
  • Never overrides a person
Describer agent

Drafts DACS description at folder, series and collection level, titles, dates, extent and scope, citing the page and lines behind every fact.

  • Never writes a fact without a page
  • Never approves
  • Never names a student in a title or summarizes a held folder
Sensitivity agent

Screens every page for student records, medical details and Social Security and student numbers, applies deeds of gift, transfer agreements and the records schedule, and proposes a restriction with its reason, lines, rule, opening date and a public title.

  • Can only hold
  • Never publishes, lifts a hold or decides
Accessibility agent

Checks transcripts and finding-aid pages against WCAG 2.1 AA, headings, reading order, alt text and captions, and drafts the fixes.

  • Never publishes a fix without approval
Publisher agent

Exports EAD3 to the archival management system, images and transcripts to the digital asset system and records to discovery, and assembles the audit pack.

  • Runs only when every folder is approved and every hold is decided
Processing archivist, head of special collections

Approve every line and restriction. The agents propose; a named person decides.

Ask in plain words

Ask about any box, folder, line or hold

Staff can ask the assistant about anything their role may see. It answers with each page cited, and opens the screen where the work is done.

Why is Box 18, folder 4 on hold?

The Sensitivity agent found three students named in a disciplinary action on page 1, lines 6–14, a medical detail on line 12 and student numbers on page 4. FERPA protects education records, and access policy 4.2 closes them for 75 years. It proposes closing the folder until January 1, 2038, with a public title. You confirm; the head of special collections approves.

Which Box 18 lines do the two readers disagree on?

23 lines. 17 are in Dean Whitcomb's hand, and 7 of those differ on one word, "Eastgate" or "Eastgale". Settle that word once and the same reading is proposed on the other 6. The 6 lines not in his hand are all in folder 4, which is on hold.

Which collections have a researcher waiting?

Three: the Halden Normal School ledgers (due Oct 28; 8 of 14 ledgers transcribed), the Board of Trustees minutes (due Nov 4) and the Hollis Grange family letters (due Nov 9). The backlog is filtered to them.

Draft the scope and content note for Series 2

A draft for your approval, every fact cited: "Letters and memoranda of the Dean of Men and the Dean of Women with the President, the Dean of Women, student government and residence halls. Correspondence naming students in disciplinary matters is restricted folder by folder." It stays a draft until you approve it.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The collection as a shelf of boxes, with its finding aid underneathThe Office of the Dean of Students records, 1946–1979 (UA-0214, 64 boxes, 32 linear feet) drawn as its 64 archival boxes in six series. Box 17 is half full and Box 18 carries a hold mark. Below, Box 18's finding aid in its DACS hierarchy, every agent-written title in italic with a draft tag, and a footer counting 2,412 pages transcribed, 186 folders described and 8 folders restricted.
The processing archivist's morning: what the agents did, and what needs a person11,940 pages transcribed this year, 64 lines to check, 4 holds waiting and 17,588 linear feet of backlog left. Overnight the agents transcribed 141 pages, accepted 3,301 lines at 0.90 or more, sent 23 to a person, drafted 12 folder descriptions with 64 citations and held 1 folder.
Archival transcription line by line, beside the scanA January 8, 1962 letter beside its transcript, each line with a confidence from 0.91 to 0.99. A handwritten note read at 0.71 shows "Second read agreed 0.93"; the next line shows [illegible?] because the two readers disagree.
Handwritten text recognition with a second reader, and a person where they disagreeEach line to check shows the scan crop and both agents' readings with their confidences, with Type my own or Mark [illegible]. After "Eastgate" is read once in H. V. Whitcomb's hand, the same reading is proposed on 6 more lines for one approval.
DACS finding aid description, drafted and waiting for an archivistFor each of Box 18's 12 folders, a DACS title, a one-sentence scope note, dates, pages and a citation count, all in italic with a draft tag and Approve or Reject. The Describer agent drafts; Tomas Brennan-Ruiz approves. Folder 4 shows "On hold".
Every fact in the archival description opens its source pageFolder 2's citation opens page 3, lines 1–6, a March 1962 memo, with the lines behind the scope note highlighted: "Meet w/ Eastgate Hall council re curfew", "Council asks 12:30 a.m. on Fri. and Sat."
A proposed restriction, with the lines and the rule behind itRS-26-0417 on Box 18, folder 4, at confidence 0.97: three students named in a disciplinary action, a medical detail and student numbers, each cited to its lines. Closed, description only, under FERPA and access policy 4.2, opening January 1, 2038, with a public-safe title.
Confirmed by one person, approved by anotherAfter Tomas Brennan-Ruiz confirms the restriction at 10:14 a.m., the approval opens for Lorraine Okafor-Hale, Head of Special Collections, with the cited evidence and the opening date. Maker and checker are different people.
One release keeps three systems of record in step4 of 4 checks done, including 14 of 14 WCAG 2.1 AA checks. EAD3 for 12 archival objects to the archival management system, 135 page images and 11 transcripts to the digital asset system, 12 records to discovery. Researchers see folder 4 as restricted, opening 2038.
Oral history transcription, sealed where the narrator askedInterview 07, Rosa Delgado-Finch, class of 1974, recorded March 3, 2021: the transcript with timestamps, speakers and confidences, a segment index of 10 segments, and a span sealed until March 3, 2031 at the narrator's request, with captions exported as WebVTT.
The archival processing backlog, with queues and clocks17,588 linear feet left of 18,000 at July 1; 14 collections in process; 3 researcher requests waiting against a 10-business-day clock; 1 processing plan overdue, with Escalate. Filters, search, and bulk assign, priority and start agents.
An audit pack for any reviewerWho did what, when, why and on which evidence, people and agents labeled. Box 18's export pack holds the EAD3 finding aid with its restriction, the trail for 3,512 transcript lines, 64 citations, the restriction's maker and checker, the accessibility report and the model and prompt versions.
Roles and separation of duties, set by the librarySeven roles with what each can and cannot do; a processing archivist cannot approve a restriction they confirmed, and the library systems administrator cannot see restricted content. Thresholds and models, restriction rules, retention and redaction, integrations, reason codes and clocks sit alongside.
Governance

Built for what must never go public: cited, held, approved.

Seven roles, separated by dutyA processing archivist approves folders and confirms restrictions; the head of special collections approves restrictions; the university archivist owns agreements and the records schedule; the digital collections librarian runs intake, accessibility and release; an archives technician settles lines; the administrator sees settings, never restricted content; the auditor reads and exports.
Every agent-written line is a draft until approvedFolder titles, dates and scope notes stay in italic with a draft tag until an archivist approves them, and a rejection needs a reason code. Nothing reaches the public finding aid as an unreviewed draft.
A hold that can only holdThe Sensitivity agent proposes; the processing archivist confirms; the head of special collections approves, and the person who confirmed can never approve. A box cannot be released until every hold is decided.
Every fact cites its page, every line keeps both readingsEach description element links to the page and lines it came from, and each transcript line keeps both agents' readings, their confidences and who settled it.
FERPA-aware access, retention and redactionRestricted folders are visible only to archives staff roles. Social Security and student numbers are redacted in access copies, preservation scans are kept permanently, agent working drafts are deleted 90 days after release, and the audit trail is kept 10 years, read-only.
An audit pack for any reviewerWho, what, when, why and which evidence, for people and agents alike, with versioned models and prompts, confidence thresholds and override reason codes, exported in one pack for auditors, accreditors and reviewers.
Configuration

Your archives' policy, not ours

The thresholds and restriction rules every box is checked against are settings, versioned, and every change needs a reason.

SettingDefaultChoose from
Accept a line atConfidence 0.90Versioned; every change needs a reason
Second read0.60 – 0.89Below 0.60, straight to a person
Sensitivity hold at0.50Low on purpose: a hold costs a minute of a person's time
Every description fact cites a pageOnLocked
Student records (FERPA)Closed 75 years from creationAccess policy 4.2; medical details closed 75 years
Social Security and student numbersRedacted in the access copyThe folder stays open
Oral history release formsNo transcription without a signed formSeals applied to audio and transcript
ClocksHold decision in 5 business daysResearcher request 10 business days; processing plan 30 days from accession
Connections

Works with the systems an archive already runs on

Archival management systemexisting description in, EAD3 finding aids out
Digital asset management systempage images, transcripts and captions
Library catalog and discoveryrecords researchers search
Digitization capture stationscans by box and folder, and oral-history audio
Document managementdeeds of gift, transfer agreements and the records schedule
Single sign-onevery person signs in as themselves, with their role
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
4×
linear feet per archivist hour, from about 8 hours a foot to 2
By handWith agents
target
100%
of agent-written lines approved by an archivist, each cited to its page, before release
Every line
a draft until approved
typical
Apr 262027
date public universities' finding aids and transcripts must meet WCAG 2.1 AA

Sources: Greene and Meissner, "More Product, Less Process" (2005), about 8 hours per linear foot · ALCTS Exchange lightning round (UNT Digital Library), $581.98 per processed linear foot · 28 CFR Part 35, subpart H, compliance dates extended April 20, 2026 · FERPA, 34 CFR Part 99 · Society of American Archivists, DACS; EAD3 (2015) · "target" = design goal, measured in the live solution · "demo" = seen in the working solution, on its sample data · "typical" = published figures · "estimated" = our arithmetic from published inputs. Halden State University, its collections and the people named on this page are fictional: characters and sample data in the working solution.

Questions

What archivists and special collections librarians ask us.

What is Archival Transcription & Finding Aids?

Archival Transcription & Finding Aids turns scanned letters, ledgers, catalog cards and oral-history audio into transcripts and DACS finding aids for university archives and special collections. Agents transcribe every line with a confidence, a second agent re-reads the uncertain ones, and every folder title, date and scope note cites the page it came from. An archivist approves every line, and every restriction is approved by a second person, before anything is published.

What is a finding aid in archives?

A finding aid describes an archival collection so a researcher can find what is in it: the collection, its series, boxes and folders, with titles, dates, extent, scope and content, and the conditions governing access. In the United States it is written to DACS, the Society of American Archivists' content standard, and exchanged as EAD. Here the Describer agent drafts it at each level, and the archivist approves it.

How does handwritten text recognition handle a hand it cannot read?

It does not guess. Every line gets a confidence. Lines from 0.60 to 0.89 are re-read by a second agent with a different model that never sees the first reading, and lines below 0.60 go straight to a person. If the two agree, the line is accepted with both readings on record; if not, it is marked [illegible?] and goes to a person with the scan crop and both readings, and one correction is proposed on every other line in the same writer's hand.

Can it transcribe oral history interviews?

Yes. Audio is transcribed with speakers, timestamps and a confidence on every line, with a segment index and captions exported as WebVTT. No audio is transcribed without a signed release form, and a narrator's seal is applied to both the audio and the transcript until its date.

How does it keep student records out of a public finding aid?

The Sensitivity agent reads every page for student records under FERPA, medical details and Social Security and student numbers, and applies deeds of gift, transfer agreements and the records schedule. It can only hold a folder, with the lines and the rule cited; the processing archivist confirms and the head of special collections approves. Identifiers can instead be redacted in the access copy so the folder stays open.

Does it check transcripts for accessibility before they publish?

Yes. The Accessibility agent checks transcripts and finding-aid pages against WCAG 2.1 AA, including headings, reading order, alt text and captions, and drafts fixes for a person to approve; a box cannot be released until the checks pass. The ADA Title II web rule sets April 26, 2027 for public entities serving 50,000 or more.

Do archivists stay in control?

Yes. Every agent-written line stays a draft until an archivist approves it, and a rejection or release of a hold needs a reason code. No agent publishes, approves or lifts a hold, and the person who confirms a restriction can never approve it.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents, such as your access policy, records schedule and a sample of scanned boxes, and it goes live once every quality gate has passed. We will walk you through it on your own boxes first.

See it on
your own boxes.

We'll run Archival Transcription & Finding Aids on a sample of your own scans and oral-history audio.