Welcome!SAA@QC EAD Workshop<br />1<br />Login to the Windows OS (not the Mac OS)<br /> Go to this link: http://bit.ly/EADQ...
Encoded Archival Description<br />Introduction and Workshop<br />Timothy Ryan Mendenhall - Leo Baeck Institute<br />Kevin ...
Overview<br />I. 	The Basics<br />	II. 	Finding Aid<br />	III. Exercises<br />3<br />
I. The Basics<br />4<br />
What is EAD?<br />I. Basics<br />  XML standard for encoding finding aids<br />5<br />
Tag:<br /><unitdate era=“ce”>2011</unitdate><br />Attribute:<br /><unitdate era=“ce”>2011</unitdate><br />Element:<br /><u...
What elements and attributes are allowed?<br />Defined by a Document Type Definition (DTD) or a Schema<br />7<br />I. Basi...
<ead><br />  <eadheader><br />    <titleproper>Guide to the Papers of Joseph Roth<br />	</titleproper><br />  </eadheader>...
I. Basics - What is EAD?<br />XMLstandard for encodingfinding aids<br />Defined set of containers for descriptive data<br ...
I. Basics - What is EAD?<br />XML standard for encodingfinding aids<br />A description of records that gives the repositor...
II. Finding Aid<br />11<br />
EAD Finding Aid Structure<br />II. Finding Aid<br /><ead><br />	<eadheader>Information about repository and finding aid</e...
Common Tags <eadheader><br />II. Finding Aid<br />Finding Aid Author<br /><filedesc><titlestmt><br />	<author>Processed by...
Common Tags <archdesc><br />II. Finding Aid<br />Biographical information<br /><bioghist><p>Joseph Roth was one of the mos...
Common Tags <archdesc><br />II. Finding Aid<br />Description of Subordinate Components (container list)<br /><dsc><br /><c...
Common Tags <archdesc><br />II. Finding Aid<br />Description of Subordinate Components (container list)<br /><c02><br />	<...
III. Exercises<br />17<br />
Exercise Setup<br />18<br />III. Exercises<br /> Login to the Windows OS (not the Mac OS)<br />Go to http://bit.ly/EADQC a...
Exercise How To<br />19<br />III. Exercises<br />Make edits to “JosephRoth.xml” in Notepad<br />Save<br />	File -> Save or...
III. Exercises<br />How does this work? XSLT.<br />20<br />
Processing the Joseph Roth Addendum<br />III. Exercises<br />You are a processing archivist at the Leo Baeck Institute.  Y...
The Existing Finding Aid<br />III. Exercises<br />22<br />
Exercise 1: Housekeeping<br />III. Exercises<br />Update the information in the <eadheader> section to reflect your contri...
Exercise 1: Housekeeping<br />III. Exercises<br /><ead><eadheader><filedesc><titlestmt><br />	<author>Processed by Stanisl...
Exercise 1: Housekeeping<br />III. Exercises<br />25<br />
III. Exercises<br />The head archivist tells you that there is an error in the biographical information. Roth’s mother’s f...
III. Exercises<br /><ead><archdesc><br />	<bioghist><p><br />Find “Mario” and replace with “Maria” <br />	</p></bioghist><...
III. Exercises<br />Looking at the existing controlled access points, you realize that the subject term for Roth’s birthpl...
III. Exercises<br /><ead><archdesc><controlaccess><br />	<geogname><br />Find “Brody, Galicia” and replace with “Brody (Uk...
III. Exercises<br />The addendum you are given is one folder, consisting of material in Polish from a 2002 conference abou...
III. Exercises<br />The addendum you are given is one folder, consisting of material in Polish from a 2002 conference abou...
III. Exercises<br /><ead><archdesc><dsc><c01 level="series"><br /><c02><br />		<did><br />            <container type="box...
III. Exercises<br />Does the date information need to be updated? <br />At what levels and in which tags?<br />33<br />Exe...
III. Exercises<br />Series-level date:<br /><ead><archdesc><dsc><c01 level="series"><did><br /> <unitdate normal="1985/200...
III. Exercises<br />Find the existing language information, and see if you can understand the format.  Add Polish to the l...
III. Exercises<br /><ead><archdesc><did>and<br /><ead><archdesc><dsc><c01 level="series"><did><br /><langmaterial>This ser...
III. Exercises<br />Add one sentence to the Series II scope note reflecting the additional folder.<br />37<br />Exercise 4...
III. Exercises<br /><ead><archdesc><dsc><c01 level="series"><scopenote><p>This series consists of material that was added ...
Resources<br />39<br />
EAD Tools<br />Resources<br />40<br />
Tinker!<br />Resources<br />Gentle Introduction to XML<br />EAD Cookbook<br />AfreeXMLeditor<br />Library of Congress EAD ...
Download via Slideshare:http://www.slideshare.net/archivistkevin/ead-20111003-finalTwitter @archivistkevinThank you!<br />...
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EAD Workshop, October 3, 2011

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An EAD workshop prepared for the Queens College (CUNY) Graduate School of Library and Information Science (GS

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  • Here are the suggested background readings:

    1. Introduction to XML at w3schools website

    The first twelve pages (from “Home” to “XSLT”).

    2. Over, Under, Around, and Through: Getting Around Barriers to EAD
    Implementation

    Pages 7-11 (although if you have the time, read the whole thing!)

    3. Online Archive of California

    This archival content aggregator uses EAD to provide access to finding
    aids from a variety of institutions. Browse and search this site to
    gain an idea of how online archival access can be implemented.

    You might also peruse “Section I: EAD Basics” in last May’s
    Introduction to EAD:
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
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  • http://www.flickr.com/photos/carowallis1/2314716161/sizes/m/in/photostream/Will be available on slideshare – many links on images and in text in the later portion of the presentation
  • Familiar with html? Similar (tags aka mark-up), but data structure, not displayXML (eXtensible Markup Language): set of rules for structuring data
  • DTD and schema define the buckets; the list of tags in the tag library (we’ll see later) is defined here. Move to schema is coming; more flexible; not something you need to know right awayhttp://www.flickr.com/photos/linneberg/4481309196/sizes/m/in/photostream/
  • http://www.flickr.com/photos/johnkay/3539126525/sizes/m/in/photostream/Note that it is hierarchical – nested. Parent elements apply to child elements.
  • Encoding standards are rules for defining buckets; content standards are rules for the information insidehttp://www.flickr.com/photos/linneberg/4481309196/sizes/m/in/photostream/Xml, EAD, MARC are ways to structure your data, they are not the same as the descriptive data such as the finding aid, the catalog record, etc.
  • http://www.archivists.org/glossary/term_details.asp?DefinitionKey=66http://www.flickr.com/photos/osuarchives/3427510628/sizes/m/in/photostream/
  • An EAD-encoded finding aid is split into info about institution/FA (metametadata) and info about materials (the finding aid)
  • http://www.loc.gov/pictures/collection/cph/item/2005681364/resource/
  • XSLT (Extensible Stylesheet Language Transformations) is a declarative, XML-based language used for the transformation of XML documents. Here, the EAD tag processinfo is converted into HTML.
  • We’ll be logically consistent, but in real world there are more things to correct and consider.
  • https://secure.flickr.com/photos/elnegro/233434144/sizes/z/in/photostream/
  • http://www.oclc.org/research/publications/library/2010/2010-04.pdf
  • Links are in comments and in slides
  • EAD Workshop, October 3, 2011

    1. 1. Welcome!SAA@QC EAD Workshop<br />1<br />Login to the Windows OS (not the Mac OS)<br /> Go to this link: http://bit.ly/EADQC<br /> Download the file to the desktop<br />File -> Download original<br /> Unzip the file to the desktop<br />
    2. 2. Encoded Archival Description<br />Introduction and Workshop<br />Timothy Ryan Mendenhall - Leo Baeck Institute<br />Kevin Schlottmann - Center for Jewish History<br />***<br />Sponsored by the <br />Queens College (CUNY) student chapter of the <br />Society of American Archivists<br />***<br />October 3, 2011<br />2<br />
    3. 3. Overview<br />I. The Basics<br /> II. Finding Aid<br /> III. Exercises<br />3<br />
    4. 4. I. The Basics<br />4<br />
    5. 5. What is EAD?<br />I. Basics<br /> XML standard for encoding finding aids<br />5<br />
    6. 6. Tag:<br /><unitdate era=“ce”>2011</unitdate><br />Attribute:<br /><unitdate era=“ce”>2011</unitdate><br />Element:<br /><unitdate era=“ce”>2011</unitdate><br />6<br />I. Basics - What is EAD?<br /> XMLstandard for encoding finding aids<br />
    7. 7. What elements and attributes are allowed?<br />Defined by a Document Type Definition (DTD) or a Schema<br />7<br />I. Basics - What is EAD?<br /> XMLstandard for encoding finding aids<br />
    8. 8. <ead><br /> <eadheader><br /> <titleproper>Guide to the Papers of Joseph Roth<br /> </titleproper><br /> </eadheader><br /></ead><br />8<br />I. Basics - What is EAD?<br /> XMLstandard for encoding finding aids<br />
    9. 9. I. Basics - What is EAD?<br />XMLstandard for encodingfinding aids<br />Defined set of containers for descriptive data<br />Other encoding standards:<br /> MARC (books)<br /> Dublin Core (electronic objects)<br />9<br />
    10. 10. I. Basics - What is EAD?<br />XML standard for encodingfinding aids<br />A description of records that gives the repository physical and intellectual control over the materials and that assists users to gain access to and understand the materials (SAA)<br />Describing Archives: A Content Standard (DACS)<br />10<br />
    11. 11. II. Finding Aid<br />11<br />
    12. 12. EAD Finding Aid Structure<br />II. Finding Aid<br /><ead><br /> <eadheader>Information about repository and finding aid</eadheader><br /> <archdesc>Description of archival materials</archdesc><br /></ead><br />12<br />
    13. 13. Common Tags <eadheader><br />II. Finding Aid<br />Finding Aid Author<br /><filedesc><titlestmt><br /> <author>Processed by StanislavPejša.</author><br /></titlestmt></filedesc><br />13<br />
    14. 14. Common Tags <archdesc><br />II. Finding Aid<br />Biographical information<br /><bioghist><p>Joseph Roth was one of the most prominent Austrian writers of the first half of the 20th century.</p></bioghist><br />Controlled vocabulary<br /><controlaccess><br /><geognameencodinganalog="651$a" role="subject" source="lcsh">Austria</geogname><br /></controlaccess><br />14<br />
    15. 15. Common Tags <archdesc><br />II. Finding Aid<br />Description of Subordinate Components (container list)<br /><dsc><br /><c01 level="series"><br /> <did><br /> <unittitle id="serII">Series II: Addenda</unittitle><br /> <unitdate normal="1985/1996" type="inclusive">1985-1996</unitdate><br /> </did><br /> <c02>Subordinate elements, such as folders</c02><br /></c01><br />15<br />
    16. 16. Common Tags <archdesc><br />II. Finding Aid<br />Description of Subordinate Components (container list)<br /><c02><br /> <did><br /> <container type="box">2</container><br /> <container type="folder">1</container><br /> <unittitle>Articles</unittitle><br /> <unitdate>1985-1994</unitdate><br /> </did><br /></c02><br />16<br />
    17. 17. III. Exercises<br />17<br />
    18. 18. Exercise Setup<br />18<br />III. Exercises<br /> Login to the Windows OS (not the Mac OS)<br />Go to http://bit.ly/EADQC and download the file to desktop (File -> download original)<br />Unzip the file to desktop<br /> Start Notepad and a browser <br /> Preferably Firefox, but IE should work<br />6. Open “JosephRoth.xml” in Notepad<br /> File -> Open <br /> Select “All files” next to Filename<br /> Once open, Format -> Wordwrap<br />7. Open “JosephRoth.xml” in browser<br /> File -> Open File<br />
    19. 19. Exercise How To<br />19<br />III. Exercises<br />Make edits to “JosephRoth.xml” in Notepad<br />Save<br /> File -> Save orCtrl+S<br />3. Refresh “JosephRoth.xml” in browser<br /> F5 or the button to right of the address bar<br />
    20. 20. III. Exercises<br />How does this work? XSLT.<br />20<br />
    21. 21. Processing the Joseph Roth Addendum<br />III. Exercises<br />You are a processing archivist at the Leo Baeck Institute. You have been asked to process an addendum to the Joseph Roth Collection, and to update the EAD finding aid accordingly.<br />21<br />Austrian writer Joseph Roth (1894-1939)<br />
    22. 22. The Existing Finding Aid<br />III. Exercises<br />22<br />
    23. 23. Exercise 1: Housekeeping<br />III. Exercises<br />Update the information in the <eadheader> section to reflect your contribution.<br />23<br />
    24. 24. Exercise 1: Housekeeping<br />III. Exercises<br /><ead><eadheader><filedesc><titlestmt><br /> <author>Processed by StanislavPejša. Addendum processed by [your name].</author><br />24<br />
    25. 25. Exercise 1: Housekeeping<br />III. Exercises<br />25<br />
    26. 26. III. Exercises<br />The head archivist tells you that there is an error in the biographical information. Roth’s mother’s first name is Maria, not Mario. <br />Fix this typo.<br />26<br />Exercise 2: Biographical Information<br />
    27. 27. III. Exercises<br /><ead><archdesc><br /> <bioghist><p><br />Find “Mario” and replace with “Maria” <br /> </p></bioghist><br />27<br />Exercise 2: Biographical Information<br />
    28. 28. III. Exercises<br />Looking at the existing controlled access points, you realize that the subject term for Roth’s birthplace, “Brody, Galicia” is incorrect. The proper LC term is “Brody (Ukraine)”. <br />Correct the term. <br />28<br />Exercise 3: Geographic Information<br />
    29. 29. III. Exercises<br /><ead><archdesc><controlaccess><br /> <geogname><br />Find “Brody, Galicia” and replace with “Brody (Ukraine)” <br /> </geogname><br />29<br />Exercise 3: Geographic Information<br />
    30. 30. III. Exercises<br />The addendum you are given is one folder, consisting of material in Polish from a 2002 conference about Roth. <br />Add this folder to Series II: Addenda, and update the rest of the finding aid accordingly.<br />30<br />Exercise 4: Adding a New Folder<br />
    31. 31. III. Exercises<br />The addendum you are given is one folder, consisting of material in Polish from a 2002 conference about Roth. <br />Add this folder to Series II: Addenda, and update the rest of the finding aid accordingly.<br />31<br />Exercise 4: Adding a New Folder<br />"<br />
    32. 32. III. Exercises<br /><ead><archdesc><dsc><c01 level="series"><br /><c02><br /> <did><br /> <container type="box">2</container><br /> <container type="folder">3</container><br /> <unittitle>Polish conference</unittitle><br /> <unitdate>2002</unitdate><br /> </did><br /></c02><br />32<br />Exercise 4a: Adding the Folder<br />
    33. 33. III. Exercises<br />Does the date information need to be updated? <br />At what levels and in which tags?<br />33<br />Exercise 4b: Updating the Dates<br />
    34. 34. III. Exercises<br />Series-level date:<br /><ead><archdesc><dsc><c01 level="series"><did><br /> <unitdate normal="1985/2002" type="inclusive">1985-2002</unitdate><br />Also at the collection level (high-level did), in the arrangement note, and in the title.<br />34<br />Exercise 4b: Updating the Dates<br />
    35. 35. III. Exercises<br />Find the existing language information, and see if you can understand the format. Add Polish to the list of languages, at both the series and the collection levels.<br />35<br />Exercise 4c: Updating the Language<br />
    36. 36. III. Exercises<br /><ead><archdesc><did>and<br /><ead><archdesc><dsc><c01 level="series"><did><br /><langmaterial>This series is in <language langcode="ger">German</language>,<br /><language langcode="eng">English</language>, and <language langcode="pol">Polish</language>.</langmaterial><br />36<br />Exercise 4c: Updating the Language<br />
    37. 37. III. Exercises<br />Add one sentence to the Series II scope note reflecting the additional folder.<br />37<br />Exercise 4d: Updating the Series II Scope Note<br />
    38. 38. III. Exercises<br /><ead><archdesc><dsc><c01 level="series"><scopenote><p>This series consists of material that was added to the collection after the inventory was drafted and the bulk of the collection organized. […] Also included are materials from a 2002 conference in Poland.</p></scopecontent><br />38<br />Exercise 4d: Updating the Series II Scope Note<br />
    39. 39. Resources<br />39<br />
    40. 40. EAD Tools<br />Resources<br />40<br />
    41. 41. Tinker!<br />Resources<br />Gentle Introduction to XML<br />EAD Cookbook<br />AfreeXMLeditor<br />Library of Congress EAD files<br />41<br />
    42. 42. Download via Slideshare:http://www.slideshare.net/archivistkevin/ead-20111003-finalTwitter @archivistkevinThank you!<br />42<br />

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