Hello Jay, If part of the question here is "May I cite the finding aid rather than the archival collection; if so under what circumstances, and how do I cite it?" you may be interested in a previous thread: PCCList Archive (January 2020), where Kate Bowers replies to a similar question (subject: Question regarding using archives for NARs). Kate summarizes a conversation from a meeting of Harvard Library NACO participants. The sense of the group was that sometimes we would want to cite the finding aid, and we might do it this way: Archival resource title, date-date: finding aid $$b (data found) $$u link if finding aid online See the full thread for details of our discussion. Mary Jane Cuneo Serials cataloging and NACO Information and Technical Services Harvard Library From: Program for Cooperative Cataloging <[log in to unmask]> On Behalf Of Shorten, Jay Sent: Tuesday, June 30, 2020 5:11 PM To: [log in to unmask] Subject: Creating names from archival resources Are there any special procedures for creating a name from an archival source? It's not practical for me to examine the items. What can I cite as the 670? Example: OCLC #187949614 for "Alumbaugh, Orvel". Will 670 Finding aid: $b (Orvel Alumbaugh) be sufficient? Jay Shorten Cataloger, Monographs and Electronic Resources Associate Professor of Bibliography Description & Access Department University Libraries University of Oklahoma Co-ordinator, Oklahoma (Tornado) NACO Funnel Co-owner, PERSNAME-L, the list about personal names in bibliographic and authority records [log in to unmask]<mailto:[log in to unmask]>