Working with CSV files in Excel
While preparing your born digital records for transfer, you will need to use two tools developed by The National Archives: DROID and the CSV Validator. DROID generates a DROID CSV export, which you can then use to create the metadata CSV file, your main working document during the process. Both files behave very much like an Excel file and it will be useful for you to be a competent Excel user.
Below is a selection of videos to help you use these tools and successfully prepare your digital records for transfer.
Copying and pasting in Excel
Here is a simple tutorial on how to use ‘Copy and Paste’ in Excel to populate single fields, connected and disconnected cells in the CSV files.
Finding terms in Excel
Here is a simple tutorial on how to use ‘Find’ in Excel. This will be helpful for you to use while searching for terms and text strings in the CSV files.
Sorting in Excel
Here is a simple tutorial on how to use ‘Sort’ in Excel to analyse values in the CSV files.
Filtering in Excel
Here is a simple tutorial on how to use ‘Filter’ in Excel to analyse the CSV files.
Conditional formatting in Excel
Here is a simple tutorial on how to use ‘Conditional Formatting’ in Excel to highlight duplicate values in the CSV files.
Further guidance and forms
Delivery form for digital records (DOC, 0.07 MB)
Redaction toolkit (PDF, 0.18 MB)
Acceptable file formats for transfer to The National Archives
Template for validating metadata CSV files and generating DROID report desk instructions 2021 (PDF, 1 MB)
Populating metadata for redacted born digital records 2018 (PDF, 1 MB)