Introduction to EAD

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Slides for the 10-16-2012 Introduction to EAD at the Metropolitan New York Library Council (METRO).

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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
  • https://secure.flickr.com/photos/cordlesscorey/3365173969/sizes/m/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)
  • 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 standardsOutput – html, eadBuilt on a database (MySQL)
  • “ICA-AtoM is web-based archival description software that is based on International Council on Archives ('ICA') standards. 'AtoM' is an acronymn for 'Access to Memory'.”
  • 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.
  • 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)
  • 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.
  • Results returned a correct level of hierarchy, linking back to full finding aid.
  • http://www.slideshare.net/mikerush/ead-revision-progress-report-20120808
  • http://www.slideshare.net/mikerush/ead-revision-progress-report-20120808
  • http://www.slideshare.net/mikerush/ead-revision-progress-report-20120808
  • https://secure.flickr.com/photos/flik/172629460/sizes/z/in/photostream/
  • 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.
  • 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.
  • http://www.loc.gov/ead/eadschema.html
  • 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
  • Links are in comments and in slides
  • Introduction to EAD

    1. 1. Metropolitan New York Library Council 1
    2. 2. OutlineI. The BasicsII. Finding AidIII. Implementation BreakIV. Exercises 2
    3. 3. Introductions 3
    4. 4. I. The Basics 4
    5. 5. I. Basics What is EAD? XML standard for encoding finding aids 5
    6. 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 6
    7. 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> 7
    8. 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> 8
    9. 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> 9
    10. 10. I. Basics - What is EAD? XML standard for encoding finding aids Defined set of containers for descriptive data EAD : DACS = MARC : AACR2 10
    11. 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) 11
    12. 12. I. Basics What is EAD? XML standard for encoding finding aids 12
    13. 13. I. Basics What is EAD? EAD encoding is not a substitute for sound archival description! 13
    14. 14. II. Finding Aid 14
    15. 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"?> 15
    16. 16. II. Finding Aid EAD Finding Aid Structure<ead> <eadheader>Information about repository and finding aid</eadheader> <archdesc>Description of archival materials</archdesc></ead> 16
    17. 17. II. Finding Aid Common Tags• Structural and content tags <eadheader>Many other tags</eadheader> <date>July 4, 1776</date> 17
    18. 18. II. Finding Aid Common Tags <eadheader>• Finding aid author<filedesc><titlestmt> <author>Processed by Stanislav Pejša.</author></titlestmt></filedesc> 18
    19. 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> 19
    20. 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> 20
    21. 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> 21
    22. 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> 22
    23. 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> 23
    24. 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> 24
    25. 25. II. Finding Aid Common Tags – Human Readable? <dimensions> 25
    26. 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. 26
    27. 27. II. Finding Aid Common Tags – Human Readable? <famname> 27
    28. 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. 28
    29. 29. II. Finding Aid Common Tags – Human Readable? <revisiondesc> 29
    30. 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. 30
    31. 31. II. Finding Aid EAD Finding Aid 31
    32. 32. II. Finding Aid oXygen Setup 1. Start the oXygen XML editor program 2. Open “JosephRoth.xml” found in the EAD folder on the desktop 32
    33. 33. II. Finding Aid oXygen Setup 33
    34. 34. III. Implementation 34
    35. 35. III. Implementation: Creating EAD 35
    36. 36. III. Implementation: Creating EAD Archivists’ Toolkit Archon ArchivesSpace 36
    37. 37. III. Implementation: Creating EAD ICA-AtoM 37
    38. 38. III. Implementation: Creating EAD oXygen 38
    39. 39. III. Implementation: Creating EAD NoteTab Dreamweaver EADitor Note Pad 39
    40. 40. III. Implementation: Creating EAD EAD Tag Library 40
    41. 41. III. Implementation: Creating EAD SAA Standards Portal 41
    42. 42. III. Implementation: Using EAD 42
    43. 43. III. Implementation: Using EAD Now What? 43
    44. 44. III. Implementation: Using EAD XSLT 44
    45. 45. III. Implementation: Using EAD XSLT 45
    46. 46. III. Implementation: Using EAD EAD to HTML 46
    47. 47. III. Implementation: Using EAD EAD to HTML with DC 47
    48. 48. III. Implementation: Using EAD EAD to PDF 48
    49. 49. III. Implementation: Using EAD EAD to MARC 49
    50. 50. III. Implementation: Using EAD Other Uses• Integration with other standards (e.g. EAC-CPF)• Open Archives Initiative – Protocol for Metadata Harvesting (OAI-PMH)• EAD consortia• Metadata for digitized collections 50
    51. 51. III. Implementation: Using EAD Other Uses• Flexible search and display 51
    52. 52. III. Implementation: Using EAD The Future of EAD(pre) Alpha release of EAD revision, August 2012• Reduce semantic overload• Simplify links• Reduce mixed content• Add, deprecate, and delete elements 52
    53. 53. III. Implementation: Using EAD The Future of EAD• Revision is schema-based -- goodbye, DTD• LC stylesheet: dtd2schema.xsl• “Attribute validation errors indicate that the attribute value does not conform to the ruling ISO standard” 53
    54. 54. III. Implementation: Using EAD The Future of EAD• 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 slideshare.net/mikerush/ead-revision-progress-report-20120808 54
    55. 55. III. Implementation: Using EAD Relax! 55
    56. 56. IV. Exercises 56
    57. 57. IV. Exercises Exercise Setup 1. Start the oXygen XML Editor program 2. Open “JosephRoth.xml” found in the EAD folder on the desktop 57
    58. 58. IV. Exercises Exercise How To 58
    59. 59. IV. Exercises Exercise How To 59
    60. 60. IV. Exercises Exercise How To 60
    61. 61. IV. Exercises Exercise How To 61
    62. 62. IV. Exercises How does this work? XSLT! 62
    63. 63. IV. Exercises Exercise How To 1. Make the change in the XML 2. Hit the red arrow to transform the XML to HTML 3. Examine the HTML in the browser 63
    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. IV. Exercises Exercise How To - Tips Check for error messages
    66. 66. 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) 66
    67. 67. IV. Exercises Exercise 1: Housekeeping Update the information in the <eadheader> section to reflect your contribution. 67
    68. 68. IV. Exercises Exercise 1: Housekeeping<ead><eadheader><filedesc><titlestmt> <author>Processed by Stanislav Pejša. Addendum processed by [your name].</author> 68
    69. 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. 69
    70. 70. IV. Exercises Exercise 2: Biographical Information <ead><archdesc> <bioghist><p> Find “Mario” and replace with “Maria” </p></bioghist> 70
    71. 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. 71
    72. 72. IV. Exercises Exercise 3a: Geographic Information <ead><archdesc><controlaccess> <geogname> Find “Brody, Galicia” and replace with “Brody (Ukraine)” </geogname> 72
    73. 73. IV. Exercises Exercise 3b: Geographic Information Add the LC authority file number for “Brody (Ukraine)”. 73
    74. 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> 74
    75. 75. IV. Exercises Exercise 3b: Geographic Information 75
    76. 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. 76
    77. 77. 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
    78. 78. IV. Exercises Exercise 4a: Adding the Folder What needs to be added? Where in the finding aid? 78
    79. 79. 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
    80. 80. IV. Exercises Exercise 4b: Updating the Dates Does the date information need to be updated? 80
    81. 81. 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
    82. 82. 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
    83. 83. 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
    84. 84. IV. Exercises Exercise 4c: Updating the Language<language langcode="pol">Polish</language>ISO639-2 code(id.loc.gov) 84
    85. 85. 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
    86. 86. IV. Exercises Exercise 4d: Updating the Series II Scope Note Add one sentence to the Series II scope note reflecting the additional folder. 86
    87. 87. 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
    88. 88. 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
    89. 89. 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
    90. 90. 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
    91. 91. 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
    92. 92. IV. Exercises Exercise 6: Creating a Print-Friendly File 92
    93. 93. IV. Exercises Exercise 7: Generating a MARC Record The head librarian has asked you to supply a MARC record for your archival collection. Generate a MARCXML record from this EAD. 93
    94. 94. IV. Exercises Exercise 7: Generating a MARC Record Find an appropriate stylesheet. (We’ve done this for you) Set up a new transformation scenario. 94
    95. 95. IV. Exercises Exercise 7: Generating a MARC Record 95
    96. 96. IV. Exercises Exercise 7: Generating a MARC Record 96
    97. 97. IV. Exercises Exercise 7: Generating a MARC Record 97
    98. 98. IV. Exercises Exercise 7: Generating a MARC Record 98
    99. 99. IV. Exercises Exercise 7: Generating a MARC Record 99
    100. 100. IV. Exercises Exercise 7: Generating a MARC Record 100
    101. 101. IV. Exercises Exercise 8: Converting from DTD to Schema The first step in migrating existing finding aids to EAD 3.0 is to convert from DTD-based to schema- based files. Convert a DTD-based finding aid to a schema-based finding aid. 101
    102. 102. IV. Exercises Exercise 8a: Converting from DTD to Schema Find an appropriate stylesheet. (dtd2schema_metro.xsl) Set up and run a new transformation scenario. (Follow the directions in exercise 7) 102
    103. 103. IV. Exercises Exercise 8b: Converting from DTD to Schema There is improperly coded data in the “normal” attribute of the <date> tag (see the error message). Fix this. 103
    104. 104. IV. Exercises Exercise 8b: Converting from DTD to Schema Dates are encoded in the format YYYY-MM: 104
    105. 105. IV. Exercises Exercise 8b: Converting from DTD to Schema Note also that attributes governing link behavior have been converted to comply with Xlink: 105
    106. 106. IV. Exercises Questions? 106
    107. 107. Resources 107
    108. 108. Resources EAD Tools 108
    109. 109. Resources Tinker!• Gentle Introduction to XML• EAD Cookbook• A free XML editor• Library of Congress EAD files 109
    110. 110. Download via Slideshare:http://www.slideshare.net/archivistkevin/introduction-to-ead Twitter @archivistkevin Thank you! 110

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