The process for submitting EAD, MARC21, and supplemental PDF files is largely "self-serve": your OAC account gives you the keys to be able to upload and publish collection guides. But before you can submit these files, you'll need to create a connection to our server. This is a one-time setup process. (Note for RecordEXPRESS users: this setup is not required for creating and submitting collection guides using RecordEXPRESS).

Here are instructions for common systems:

Windows 10

  1. From the Start menu, select Windows System->This PC
  2. In the new window, right-click and select “Add a Network Location”
  3. Click "Choose a custom network location" and click on "Next"
  4. Enter your complete (i.e., include "https") EAD Production Directory URL in the Internet or Network Address field, and click "Next". You can obtain that URL through your OAC Dashboard
  5. Enter your OAC username and password for authentication and click "OK"
  6. Provide a descriptive name for the new network location (e.g., "EAD Production")
  7. Repeat steps 1-6 for your EAD Testing Directory URL (and the URLs for MARC21 and supplemental PDF files, if you plan to submit them); you can obtain those URLs through your OAC Dashboard

The two alternate connection options below are available for any Windows user and are freely available.

Option 1: BitKinex:

  1. Download and install BitKinex
  2. Click on "Connect".
  3. Enter your complete (i.e., include "https") EAD Production Directory URL in the Internet or Network Address field, and click "Next". You can obtain that URL through your OAC Dashboard
  4. Enter your OAC username and password for authentication and click "Connect".
  5. Repeat steps 1-4 for your EAD Testing Directory URL (and the URLs for MARC21 and supplemental PDF files, if you plan to submit them); you can obtain those URLs through your OAC Dashboard

Option 2: WinSCP:

  1. Download and installWinSCP
  2. Open WinSCP and choose the following settings
    • File protocol: WebDAV
    • Encription: TSL/SSL
    • Host name: Enter your EAD Production URL
    • Click on "Save" (give it a name that you'll remember for this Directory)
    • Enter your OAC username and password for authentication and click "Login"
    • Repeat steps 1-4 for your EAD Testing Directory URL (and the URLs for MARC21 and supplemental PDF files, if you plan to submit them); you can obtain those URLs through your OAC Dashboard

Windows 7

  1. From the Start menu, select Computer
  2. In the new window, right-click and select “Add a Network Location”
  3. Click "Connect to a Web site that you can use to store your documents and data" (towards the bottom of dialog box) and click on "Next"
  4. Click "Choose a custom network location" and click on "Next"
  5. Enter your complete (i.e., include "https") EAD Production Directory URL in the Internet or Network Address field, and click "Next". You can obtain that URL through your OAC Dashboard
  6. Enter your OAC username and password for authentication and click "OK"
  7. Provide a descriptive name for the new network location (e.g., "EAD Production")
  8. Repeat steps 1-7 for your EAD Testing Directory URL (and the URLs for MARC21 and supplemental PDF files, if you plan to submit them); you can obtain those URLs through your OAC Dashboard

Windows XP

  1. From the "Start" menu, launch My Network Places.
  2. Select "Add a Network Place". When prompted, "Where do you want to create this Network Place?", choose "Choose Another Network Location" and click on "Next"
  3. Enter your complete (i.e., include "https") EAD Production Directory URL in the Internet or Network Address field, and click "Next". You can obtain that URL through your OAC Dashboard
  4. Enter your voroEAD username and password for authentication and click "OK"
  5. Enter a descriptive name for your network location (e.g., "EAD Production"). An icon will appear in My Network Places; double-click on the icon to establish your connection
  6. Repeat steps 1-7 for your EAD Testing Directory URL (and the URLs for MARC21 and supplemental PDF files, if you plan to submit them); you can obtain those URLs through your OAC Dashboard

Mac

  1. Launch Finder.
  2. From the "Go" menu, select "Connect to server..."
  3. Enter your complete (i.e., include "https") EAD Production Directory URL in the Internet or Network Address field, and click "Next". You can obtain that URL through your OAC Dashboard
  4. Enter your OAC username and password for authentication and click "OK"
  5. Optional steps to create shortcuts:
    • Right-click on your SMB connection icon and select "Create Alias"
    • Right-click again and select "Rename". Enter a descriptive name for your network location (e.g., "EAD Production")
  6. Repeat steps 1-4 for your EAD Testing Directory URL (and the URLs for MARC21 and supplemental PDF files, if you plan to submit them); you can obtain those URLs through your OAC Dashboard