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EAD - QC GSLIS 730

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Presentation and workshop for QC GSLIS class 730.

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 displayXML (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 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/
  • 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 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 standardsOutput – html, eadBuilt on a database (MySQL)
  • Web-based, but still need MySQL backendEAD import/exportSAA archon webinarSandbox on archon website: 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 ProText editorIn conjunction with free downloads from EAD CookbookFree, 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 EAD - QC GSLIS 730 Presentation Transcript

  • QC GSLIS 730 -- EAD Welcome!1. Login to the Mac OS (not the Windows OS)2. Go to this link: http://bit.ly/EAD7303. Download the file to the desktop File -> Download original4. Unzip the file to the desktop 1
  • 2
  • OutlineI. The BasicsII. Finding AidIII. Implementation BreakIV. Exercises 3
  • Relax! 4
  • I. The Basics 5
  • I. Basics What is EAD? XML standard for encoding finding aids 6
  • I. Basics - What is EAD? XML standard for encoding finding aids XML (eXtensible Markup Language): a set of rules for structuring data via markup 7
  • I. Basics - What is EAD? XML standard for encoding finding aids Tag: <unitdate era="ce">2011</unitdate> Attribute: <unitdate era="ce">2011</unitdate> Element: <unitdate era="ce">2011</unitdate> 8
  • I. Basics - What is EAD? XML standard for encoding finding aids 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 <ead> <eadheader> <titleproper>Guide to the Papers of Joseph Roth </titleproper> </eadheader> </ead> 10
  • I. Basics - What is EAD? XML standard for encoding finding aids Defined set of containers for descriptive data EAD : DACS = MARC : AACR2 11
  • I. Basics - What is EAD? 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? XML standard for encoding finding aids 13
  • I. Basics What is EAD? EAD encoding is not a substitute for sound archival description! 14
  • II. Finding Aid 15
  • II. Finding Aid EAD Finding Aid Structure <?xml version="1.0" encoding="UTF-8"?> <!DOCTYPE ead SYSTEM "ead.dtd"> <?xml-stylesheet type="text/xsl" href="lbi2010.xsl"?> 16
  • II. Finding Aid EAD Finding Aid Structure<ead> <eadheader>Information about repository and finding aid</eadheader> <archdesc>Description of archival materials</archdesc></ead> 17
  • II. Finding Aid Common Tags• Structural and content tags <eadheader>Many other tags</eadheader> <date>July 4, 1776</date> 18
  • II. Finding Aid Common Tags <eadheader>• Finding aid author<filedesc><titlestmt> <author>Processed by Stanislav Pejša.</author></titlestmt></filedesc> 19
  • II. Finding Aid 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> 20
  • II. Finding Aid 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> 21
  • II. Finding Aid Common Tags <archdesc>• Description of Subordinate ComponentsA 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> 22
  • II. Finding Aid 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> 23
  • II. Finding Aid 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> 24
  • II. Finding Aid 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> 25
  • II. Finding Aid Common Tags – Human Readable? <dimensions> 26
  • II. Finding Aid Common Tags – Human Readable? <dimensions>A subelement of <physdesc> for information about the size of the materials being described; usually includes numerical data. 27
  • II. Finding Aid Common Tags – Human Readable? <famname> 28
  • II. Finding Aid 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. 29
  • II. Finding Aid Common Tags – Human Readable? <revisiondesc> 30
  • II. Finding Aid 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. 31
  • II. Finding Aid EAD Finding Aid 32
  • II. Finding Aid Finding Aid Review Setup (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” 33
  • III. Implementation 34
  • III. Implementation: Creating EAD 35
  • III. Implementation: Creating EAD Archivists’ Toolkit 36
  • III. Implementation: Creating EAD Archon 37
  • III. Implementation: Creating EAD oXygen 38
  • III. Implementation: Creating EAD NoteTab 39
  • III. Implementation: Creating EAD Dreamweaver 40
  • III. Implementation: Creating EAD EADitor 41
  • III. Implementation: Creating EAD Notepad 42
  • III. Implementation: Creating EAD EAD Tag Library 43
  • III. Implementation: Creating EAD SAA Standards Portal 44
  • III. Implementation: Using EAD 45
  • III. Implementation: Using EAD Now What? 46
  • III. Implementation: Using EAD XSLT 47
  • III. Implementation: Using EAD XSLT 48
  • III. Implementation: Using EAD EAD to HTML 49
  • III. Implementation: Using EAD EAD to HTML with DC 50
  • III. Implementation: Using EAD EAD to HTML 51
  • III. Implementation: Using EAD EAD to PDF 52
  • III. Implementation: Using EAD EAD to MARC 53
  • III. Implementation: Using EAD Other Uses• Integration with other standards (e.g. EAC-CPF)• Open Archives Initiative – Protocol for Metadata Harvesting (OAI-PMH) 54
  • III. Implementation: Using EAD Other Uses• EAD consortia• Metadata for digitized collections• Faceted searching• Bulk updates 55
  • III. Implementation: Using EAD Why Use EAD?• EAD is an internationally-adopted standard• EAD paves the path to a structured data futureCombs et al, 2010: Over, Under, Around, and Through: Getting Around Barriers to EAD Implementation 56
  • III. Implementation: Using EAD 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 57 2012-03-19 email to EAD listserv from Technical Subcommittee for EAD
  • III. Implementation: Using EAD Relax! 58
  • IV. Exercises Exercise Setup 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 59
  • IV. Exercises 60
  • IV. Exercises Exercise How To 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 61
  • IV. Exercises Exercise How ToType a “<“character, and theprogramprompts youwith a list ofpossibletags
  • IV. Exercises Exercise How To Hit the spacebar within an opening tag to see a list of possible attributes
  • 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
  • IV. Exercises 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. Austrian writer Joseph Roth (1894-1939) 65
  • IV. Exercises Exercise 1: Housekeeping Update the information in the <eadheader> section to reflect your contribution. 66
  • IV. Exercises Exercise 1: Housekeeping<ead><eadheader><filedesc><titlestmt> <author>Processed by Stanislav Pejša. Addendum processed by [your name].</author> 67
  • IV. Exercises Exercise 1: Housekeeping Make the edit, save the file (Cmd + S), and click the globe to preview the HTML in Firefox or refresh the browser windowAuthor tag 68
  • IV. Exercises How does this work? XSLT! 69
  • IV. Exercises Exercise 2: Biographical Information 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. 70
  • IV. Exercises Exercise 2: Biographical Information <ead><archdesc> <bioghist><p> Find “Mario” and replace with “Maria” </p></bioghist> 71
  • IV. Exercises Exercise 3a: Geographic Information 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. 72
  • IV. Exercises Exercise 3a: Geographic Information <ead><archdesc><controlaccess> <geogname> Find “Brody, Galicia” and replace with “Brody (Ukraine)” </geogname> 73
  • IV. Exercises Exercise 3b: Geographic Information Add the LC authority file number for “Brody (Ukraine)”. 74
  • IV. Exercises Exercise 3b: Geographic Information 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> 75
  • IV. Exercises Exercise 4: Adding a New Folder 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. 76
  • IV. Exercises Exercise 4: Adding a New Folder 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. 77
  • IV. Exercises Exercise 4a: Adding the Folder What needs to be added? Where in the finding aid? 78
  • IV. Exercises Exercise 4a: Adding the Folder <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> 79
  • IV. Exercises Exercise 4b: Updating the Dates Does the date information need to be updated? 80
  • IV. Exercises Exercise 4b: Updating the Dates 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. 81
  • IV. Exercises Exercise 4b: Updating the Dates Collection-level date: <ead><archdesc><did> Arrangement note date: <ead><archdesc><arrangement> Title date: <ead><eadheader><filedesc><titlestmt> 82
  • IV. Exercises Exercise 4c: Updating the Language 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. 83
  • IV. Exercises Exercise 4c: Updating the Language<language langcode="pol">Polish</language>ISO639-2 code(id.loc.gov) 84
  • IV. Exercises Exercise 4c: Updating the Language<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> 85
  • IV. Exercises Exercise 4d: Updating the Series II Scope Note Add one sentence to the Series II scope note reflecting the additional folder. 86
  • IV. Exercises Exercise 4d: Updating the Series II Scope Note <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> 87
  • IV. Exercises Exercise 5: Adding a link to the digital object Link to the digitized version of the material in the additional folder using this link: http://bit.ly/x7944b 88
  • IV. Exercises Exercise 5: Adding a link to the digital object <ead><archdesc><dsc><c01 level="series"> <c02> <did>*…+</did> <dao href="http://bit.ly/x7944b" actuate="onrequest" show="new"/> </c02> 89
  • IV. Exercises Exercise 6: Creating a Print-Friendly File 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. 90
  • IV. Exercises Exercise 6: Creating a Print-Friendly File 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"?> 91
  • IV. Exercises Exercise 6: Creating a Print-Friendly File 92
  • IV. Exercises Questions? 93
  • Resources 94
  • Resources EAD Tools 95
  • Resources Tinker!• Gentle Introduction to XML• EAD Cookbook• A free XML editor• Library of Congress EAD files 96
  • Download via Slideshare:http://www.slideshare.net/archivistkevin/ead-qc-gslis-730 Twitter @archivistkevin Thank you! 97