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What you'll accomplish

Your raw processing notes go in; polished finding aid sections come out. This guide sets up Claude as your drafting assistant for scope and content notes, biographical notes, series descriptions, and administrative histories. With a Pro account, Claude handles long inputs (entire inventories, multiple documents) and maintains consistent voice across a full finding aid.

What you'll need

  • A Claude account at claude.ai. Free tier works for individual documents; {{tool:Claude.plan}} ({{tool:Claude.price}}) enables much longer inputs
  • Processing notes or an inventory of the collection you're describing
  • Time needed: 30–45 minutes to set up your workflow and draft your first complete finding aid section
  • Cost: Free (limited messages/day) or {{tool:Claude.price}}/month for {{tool:Claude.plan}}

How-To Guide: Use Claude to Draft Complete Finding Aid Sections

Step 1: Create a Claude account

Go to {{tool:Claude.url}} and click Sign Up. You can sign in with Google or create an email account.

  1. Go to {{tool:Claude.url}}
  2. Click Sign Up and choose your sign-in method
  3. Complete the brief onboarding

What you should see: The Claude chat interface with an empty conversation.

Tools:Claude