This guide explains how to proceed when given an Excel sheet with names (personal or corporate) that may be in UFDC. You may be starting from a list of LC approved forms that are likely to be in UFDC, or you may be starting with a list of headings that are in UFDC or in one of its collections.
First, the correct LC form must be verified. Even if you are starting with a list of LC headings, the form may have changed or the sheet may have typos or other errors. Then, the heading is searched in UFDC and its occurrences noted, along with any variants. Finally, if feasible, the variants should be corrected, or referred for batch processing on the UFDC Name Batch Update Requests sheet.
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