EAD - QC GSLIS 730

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Presentation and workshop for QC GSLIS class 730.

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  • https://docs.google.com/open?id=0Bz47u1MKmo18azhZSDZ5VDUzdzQ
  • 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
  • http://www.flickr.com/photos/e_ubon/4312466853/sizes/l/in/photostream/
  • Familiar with html? Similar (tags aka mark-up), but data structure, not display
    XML (eXtensible Markup Language): set of rules for structuring data via markup

  • 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 away

    http://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 inside

    http://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=66
    http://www.flickr.com/photos/osuarchives/3427510628/sizes/m/in/photostream/
  • EAD cookbook
  • An EAD-encoded finding aid is split into info about institution/FA (metametadata) and info about materials (the finding aid)
  • Mention – only a few of 146 tags in EAD will be (very briefly) covered here
  • id.loc.gov
    <p> to structure text
  • So-called “empty element” – all the data is within the tag
  • Looking at the real thing
  • Extremely unlikely you will be asked to type it all out by hand. Temples, programs, guidance.
  • Software is free (like kittens, not like beer)
    Designed by archivists: interface is intuitive
    Manages most common archival processes
    Designed for metadata standards
    Output – html, ead
    Built on a database (MySQL)
  • Web-based, but still need MySQL backend
    EAD import/export
    SAA archon webinar
    Sandbox on archon website: <http://www.archon.org/sandbox.php>
    Going to be combined with AT
  • Basic, powerful XML editor. You can safely ignore about 95% of the buttons and drop-downs, but will do things like suggest valid tags and attributes, close tags, and validate as you go. This is what we use.
  • Notetab Pro
    Text editor
    In conjunction with free downloads from EAD Cookbook
    Free, once installed reasonably friendly
  • https://code.google.com/p/eaditor/
    More complex but powerful tool – works on native XML, not database (like AT/archon). For the pro implementor.
  • A simple text editor – OK for simple tinkering; hard to actually use.
  • http://www.loc.gov/ead/tglib/element_index.html
  • http://www2.archivists.org/standards
  • 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.
  • 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.
  • Hard to predict, but the data are structured so you can be flexible.
    http://www.oclc.org/research/publications/library/2010/2010-04.pdf
  • Hard to predict, but the data are structured so you can be flexible.
    http://www.oclc.org/research/publications/library/2010/2010-04.pdf
  • https://secure.flickr.com/photos/flik/172629460/sizes/z/in/photostream/
  • http://www.loc.gov/pictures/collection/cph/item/2005681364/resource/
  • We’ll be logically consistent, but in real world there are more things to correct and consider.
  • 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.
  • http://www.archive.org/stream/josephroth_07_reel07#page/n563/mode/1up
  • Stylesheet created by Michele Combs of Syracuse.
  • Stylesheet created by Michele Combs of Syracuse.
  • https://secure.flickr.com/photos/loneblackrider/315302588/sizes/l/in/photostream/
  • https://secure.flickr.com/photos/elnegro/233434144/sizes/z/in/photostream/
  • http://www.oclc.org/research/publications/library/2010/2010-04.pdf
  • http://www.slideshare.net/archivistkevin/ead-qc-gslis-730
  • EAD - QC GSLIS 730

    1. 1. 1 QC GSLIS 730 -- EAD Welcome! 1. Login to the Mac OS (not the Windows OS) 2. Go to this link: http://bit.ly/EAD730 3. Download the file to the desktop File -> Download original 4. Unzip the file to the desktop
    2. 2. 2
    3. 3. Outline I. The Basics II. Finding Aid III. Implementation Break IV. Exercises 3
    4. 4. Relax! 4
    5. 5. I. The Basics 5
    6. 6. What is EAD? XML standard for encoding finding aids I. Basics 6
    7. 7. 7 XML standard for encoding finding aids I. Basics - What is EAD? XML (eXtensible Markup Language): a set of rules for structuring data via markup
    8. 8. 8 XML standard for encoding finding aids I. Basics - What is EAD? Tag: <unitdate era="ce">2011</unitdate> Attribute: <unitdate era="ce">2011</unitdate> Element: <unitdate era="ce">2011</unitdate>
    9. 9. Elements and attributes defined by a Document Type Definition (DTD) or a Schema <bioghist> <bionote> 9 I. Basics - What is EAD? XML standard for encoding finding aids
    10. 10. <ead> <eadheader> <titleproper>Guide to the Papers of Joseph Roth </titleproper> </eadheader> </ead> 10 XML standard for encoding finding aids I. Basics - What is EAD?
    11. 11. XML standard for encoding finding aids Defined set of containers for descriptive data EAD : DACS = MARC : AACR2 11 I. Basics - What is EAD?
    12. 12. XML standard for encoding finding aids 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) Describing Archives: A Content Standard (DACS) 12 I. Basics - What is EAD?
    13. 13. What is EAD? XML standard for encoding finding aids I. Basics 13
    14. 14. What is EAD? EAD encoding is not a substitute for sound archival description! I. Basics 14
    15. 15. II. Finding Aid 15
    16. 16. EAD Finding Aid Structure <?xml version="1.0" encoding="UTF-8"?> <!DOCTYPE ead SYSTEM "ead.dtd"> <?xml-stylesheet type="text/xsl" href="lbi2010.xsl"?> II. Finding Aid 16
    17. 17. EAD Finding Aid Structure <ead> <eadheader>Information about repository and finding aid</eadheader> <archdesc>Description of archival materials</archdesc> </ead> II. Finding Aid 17
    18. 18. Common Tags • Structural and content tags <eadheader>Many other tags</eadheader> <date>July 4, 1776</date> II. Finding Aid 18
    19. 19. Common Tags <eadheader> • Finding aid author <filedesc><titlestmt> <author>Processed by Stanislav Pejša.</author> </titlestmt></filedesc> II. Finding Aid 19
    20. 20. Common Tags <archdesc> • Biographical information <bioghist><p>Joseph Roth was one of the most prominent Austrian writers of the first half of the 20th century.</p></bioghist> • Controlled vocabulary <controlaccess> <geogname encodinganalog="651$a" source="lcsh" authfilenumber="n 79040121">Austria</geogname> </controlaccess> II. Finding Aid 20
    21. 21. Common Tags <archdesc> • Description of Subordinate Components <dsc> <c01 level="series"> <c02>Folder 1 <c03>Item 1</c03> <c03>Item 2</c03> </c02> <c02>Folder 2</c02> </c01> II. Finding Aid 21
    22. 22. Common Tags <archdesc> • Description of Subordinate Components A Component <c> provides information about the content, context, and extent of a subordinate body of materials. Each <c> element identifies an intellectually logical section of the described materials. The physical filing separations between components do not always coincide with the intellectual separations. From EAD Tag library <http://www.loc.gov/ead/tglib/elements/c.html> II. Finding Aid 22
    23. 23. Common Tags <archdesc> • Description of Subordinate Components <dsc> <c01 level="series"> <did> <unittitle id="serII">Series II: Addenda</unittitle> <unitdate normal="1985/1996">1985-1996</unitdate> </did> <c02>Subordinate elements, such as folders</c02> </c01> II. Finding Aid 23
    24. 24. Common Tags <archdesc> • Description of Subordinate Components <c02> <did> <container type="box">2</container> <container type="folder">1</container> <unittitle>Articles</unittitle> <unitdate>1985-1994</unitdate> </did> </c02> II. Finding Aid 24
    25. 25. Common Tags <archdesc> • Digital Archival Object (<dao>) <c02> <did> […] <unittitle>Articles</unittitle> </did> <dao href="http://www.archive.org/stream/josephroth_07_r eel07#page/n218/mode/1up" actuate="onrequest" linktype="simple" show="new"/> </c02> II. Finding Aid 25
    26. 26. Common Tags – Human Readable? <dimensions> II. Finding Aid 26
    27. 27. Common Tags – Human Readable? <dimensions> A subelement of <physdesc> for information about the size of the materials being described; usually includes numerical data. II. Finding Aid 27
    28. 28. Common Tags – Human Readable? <famname> II. Finding Aid 28
    29. 29. Common Tags – Human Readable? <famname> The proper noun designation for a group of persons closely related by blood or persons who form a household. Includes single families and family groups, e.g., Patience Parker Family and Parker Family. II. Finding Aid 29
    30. 30. Common Tags – Human Readable? <revisiondesc> II. Finding Aid 30
    31. 31. Common Tags – Human Readable? <revisiondesc> An optional subelement of the <eadheader> for information about changes or alterations that have been made to the encoded finding aid. II. Finding Aid 31
    32. 32. EAD Finding Aid II. Finding Aid 32
    33. 33. Finding Aid Review Setup 33 II. Finding Aid (Optional -- only if you want to follow along on your own screen) 1. Start the Firefox browser program 2. Open “JosephRoth.xml” found in the downloaded folder on the desktop 3. Right-click and “View page source”
    34. 34. III. Implementation 34
    35. 35. III. Implementation: Creating EAD 35
    36. 36. Archivists’ Toolkit III. Implementation: Creating EAD 36
    37. 37. Archon III. Implementation: Creating EAD 37
    38. 38. oXygen III. Implementation: Creating EAD 38
    39. 39. NoteTab III. Implementation: Creating EAD 39
    40. 40. Dreamweaver III. Implementation: Creating EAD 40
    41. 41. EADitor III. Implementation: Creating EAD 41
    42. 42. Notepad III. Implementation: Creating EAD 42
    43. 43. EAD Tag Library III. Implementation: Creating EAD 43
    44. 44. SAA Standards Portal III. Implementation: Creating EAD 44
    45. 45. III. Implementation: Using EAD 45
    46. 46. Now What? III. Implementation: Using EAD 46
    47. 47. XSLT III. Implementation: Using EAD 47
    48. 48. XSLT 48 III. Implementation: Using EAD
    49. 49. EAD to HTML III. Implementation: Using EAD 49
    50. 50. EAD to HTML with DC III. Implementation: Using EAD 50
    51. 51. EAD to HTML III. Implementation: Using EAD 51
    52. 52. EAD to PDF III. Implementation: Using EAD 52
    53. 53. EAD to MARC III. Implementation: Using EAD 53
    54. 54. Other Uses • Integration with other standards (e.g. EAC-CPF) • Open Archives Initiative – Protocol for Metadata Harvesting (OAI-PMH) III. Implementation: Using EAD 54
    55. 55. Other Uses • EAD consortia • Metadata for digitized collections • Faceted searching • Bulk updates III. Implementation: Using EAD 55
    56. 56. Why Use EAD? • EAD is an internationally-adopted standard • EAD paves the path to a structured data future Combs et al, 2010: Over, Under, Around, and Through: Getting Around Barriers to EAD Implementation III. Implementation: Using EAD 56
    57. 57. The Future of EAD • Alpha release of new schema, documentation, and migration tools, August 2012 • Public presentations (SAA Annual Meeting, webinars, etc.), August 2012 • Beta release of schema, documentation, and migration tools, January 15, 2013 • New version of EAD released with tag library and migration tools, July 1, 2013 2012-03-19 email to EAD listserv from Technical Subcommittee for EAD III. Implementation: Using EAD 57
    58. 58. Relax! III. Implementation: Using EAD 58
    59. 59. Exercise Setup 59 IV. Exercises 1. Login to the Mac OS (not the Windows OS) 2. Go to http://bit.ly/EAD730 and download the file to desktop (File -> download original) 3.Unzip the file to desktop 4. Start Dreamweaver and a browser Preferably Firefox, but IE should work 6. Open “JosephRoth.xml” in Dreamweaver 7. Open “JosephRoth.xml” in browser
    60. 60. IV. Exercises 60
    61. 61. 61 IV. Exercises 1. Make edits to “JosephRoth.xml” in Dreamweaver 2. Save File -> Save or Cmd+S 3. Refresh “JosephRoth.xml” in browser •F5 or the button to right of the address bar •Or hit the Globe button in Dreamweaver to preview in browser Exercise How To
    62. 62. Type a “<“ character, and the program prompts you with a list of possible tags IV. Exercises Exercise How To
    63. 63. Hit the spacebar within an opening tag to see a list of possible attributes IV. Exercises Exercise How To
    64. 64. IV. Exercises Exercise How To - Tips 1. Be very careful with quotation marks and angle brackets <unitdate era="ce">2011</unitdate> 2. Copy and paste carefully - know where the cursor is 3. O/o are not the same as 0 4. Look up while typing
    65. 65. Processing the Joseph Roth Addendum 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. IV. Exercises 65 Austrian writer Joseph Roth (1894-1939)
    66. 66. Exercise 1: Housekeeping Update the information in the <eadheader> section to reflect your contribution. IV. Exercises 66
    67. 67. Exercise 1: Housekeeping <ead><eadheader><filedesc><titlestmt> <author>Processed by Stanislav Pejša. Addendum processed by [your name].</author> IV. Exercises 67
    68. 68. IV. Exercises 68 Author tag Make the edit, save the file (Cmd + S), and click the globe to preview the HTML in Firefox or refresh the browser window Exercise 1: Housekeeping
    69. 69. How does this work? XSLT! 69 IV. Exercises
    70. 70. The head archivist tells you that there is an error in the biographical information. Roth’s mother’s first name is Maria, not Mario. Fix this typo. IV. Exercises 70 Exercise 2: Biographical Information
    71. 71. <ead><archdesc> <bioghist><p> Find “Mario” and replace with “Maria” </p></bioghist> IV. Exercises 71 Exercise 2: Biographical Information
    72. 72. 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)”. Correct the term. IV. Exercises 72 Exercise 3a: Geographic Information
    73. 73. <ead><archdesc><controlaccess> <geogname> Find “Brody, Galicia” and replace with “Brody (Ukraine)” </geogname> IV. Exercises 73 Exercise 3a: Geographic Information
    74. 74. Add the LC authority file number for “Brody (Ukraine)”. IV. Exercises 74 Exercise 3b: Geographic Information
    75. 75. Go to LC authorities: http://id.loc.gov Search for Brody (Ukraine) <ead><archdesc><controlaccess> <geogname encodinganalog="651bb0$a" role="subject" source="lcsh" authfilenumber="n88212572">Brody (Ukraine)</geogname> IV. Exercises 75 Exercise 3b: Geographic Information
    76. 76. The addendum you are given is one folder, consisting of material in Polish from a 2002 conference about Roth. Add this folder to Series II: Addenda, and update the rest of the finding aid accordingly. IV. Exercises 76 Exercise 4: Adding a New Folder
    77. 77. The addendum you are given is one folder, consisting of material in Polish from a 2002 conference about Roth. Add this folder to Series II: Addenda, and update the rest of the finding aid accordingly. IV. Exercises 77 Exercise 4: Adding a New Folder "
    78. 78. What needs to be added? Where in the finding aid? IV. Exercises 78 Exercise 4a: Adding the Folder
    79. 79. <ead><archdesc><dsc><c01 level="series"> <c02> <did> <container type="box">2</container> <container type="folder">3</container> <unittitle>Polish conference</unittitle> <unitdate>2002</unitdate> </did> </c02> IV. Exercises 79 Exercise 4a: Adding the Folder
    80. 80. Does the date information need to be updated? IV. Exercises 80 Exercise 4b: Updating the Dates
    81. 81. Series-level date: <ead><archdesc><dsc><c01 level="series"><did> <unitdate normal="1985/2002" type="inclusive">1985-2002</unitdate> NB: Also at the collection level (high-level did), in the arrangement note, and in the title. IV. Exercises 81 Exercise 4b: Updating the Dates
    82. 82. Collection-level date: <ead><archdesc><did> Arrangement note date: <ead><archdesc><arrangement> Title date: <ead><eadheader><filedesc><titlestmt> IV. Exercises 82 Exercise 4b: Updating the Dates
    83. 83. 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. IV. Exercises 83 Exercise 4c: Updating the Language
    84. 84. <language langcode="pol">Polish</language> ISO639-2 code (id.loc.gov) IV. Exercises 84 Exercise 4c: Updating the Language
    85. 85. <ead><archdesc><did> and <ead><archdesc><dsc><c01 level="series"><did> <langmaterial>This series is in <language langcode="ger">German</language>, <language langcode="eng">English</language>, and <language langcode="pol">Polish</language>.</langmaterial> IV. Exercises 85 Exercise 4c: Updating the Language
    86. 86. Add one sentence to the Series II scope note reflecting the additional folder. IV. Exercises 86 Exercise 4d: Updating the Series II Scope Note
    87. 87. <ead><archdesc><dsc><c01 level="series"><scopecontent><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> IV. Exercises 87 Exercise 4d: Updating the Series II Scope Note
    88. 88. Link to the digitized version of the material in the additional folder using this link: http://bit.ly/x7944b IV. Exercises 88 Exercise 5: Adding a link to the digital object
    89. 89. <ead><archdesc><dsc><c01 level="series"> <c02> <did>[…]</did> <dao href="http://bit.ly/x7944b" actuate="onrequest" show="new"/> </c02> IV. Exercises 89 Exercise 5: Adding a link to the digital object
    90. 90. The head archivist has asked you to print out copies of your EAD finding aid for the reading room. Create a print-friendly HTML file. IV. Exercises 90 Exercise 6: Creating a Print-Friendly File
    91. 91. Find a stylesheet and save it in your EAD folder. (We’ve done this for you – thanks Syracuse!) Change the stylesheet declaration: <?xml-stylesheet type="text/xsl" href="eadprint-su.xsl"?> IV. Exercises 91 Exercise 6: Creating a Print-Friendly File
    92. 92. IV. Exercises 92 Exercise 6: Creating a Print-Friendly File
    93. 93. IV. Exercises 93 Questions?
    94. 94. Resources 94
    95. 95. EAD Tools Resources 95
    96. 96. Tinker! • Gentle Introduction to XML • EAD Cookbook • A free XML editor • Library of Congress EAD files Resources 96
    97. 97. Download via Slideshare: http://www.slideshare.net/archivistkevin/ead-qc-gslis-730 Twitter @archivistkevin Thank you! 97

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