Your SlideShare is downloading. ×

METRO EAD

290
views

Published on

Introduction to Encoded Archival Description (EAD) at Metro, April 2012

Introduction to Encoded Archival Description (EAD) at Metro, April 2012

Published in: Education, Technology

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
290
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
6
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide
  • 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 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)
  • 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/
  • 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.
  • 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
  • Transcript

    • 1. Metropolitan New York Library Council 1
    • 2. Outline I. The Basics II. Finding Aid III. Implementation Break IV. Exercises 2
    • 3. Introductions 3
    • 4. I. The Basics 4
    • 5. What is EAD? XML standard for encoding finding aids I. Basics 5
    • 6. 6 XML standard for encoding finding aids I. Basics - What is EAD? XML (eXtensible Markup Language): a set of rules for structuring data via markup
    • 7. 7 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>
    • 8. Elements and attributes defined by a Document Type Definition (DTD) or a Schema <bioghist> <bionote> 8 I. Basics - What is EAD? XML standard for encoding finding aids
    • 9. <ead> <eadheader> <titleproper>Guide to the Papers of Joseph Roth </titleproper> </eadheader> </ead> 9 XML standard for encoding finding aids I. Basics - What is EAD?
    • 10. XML standard for encoding finding aids Defined set of containers for descriptive data EAD : DACS = MARC : AACR2 10 I. Basics - What is EAD?
    • 11. 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 I. Basics - What is EAD?
    • 12. What is EAD? XML standard for encoding finding aids I. Basics 12
    • 13. What is EAD? EAD encoding is not a substitute for sound archival description! I. Basics 13
    • 14. II. Finding Aid 14
    • 15. 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 15
    • 16. EAD Finding Aid Structure <ead> <eadheader>Information about repository and finding aid</eadheader> <archdesc>Description of archival materials</archdesc> </ead> II. Finding Aid 16
    • 17. Common Tags • Structural and content tags <eadheader>Many other tags</eadheader> <date>July 4, 1776</date> II. Finding Aid 17
    • 18. Common Tags <eadheader> • Finding aid author <filedesc><titlestmt> <author>Processed by Stanislav Pejša.</author> </titlestmt></filedesc> II. Finding Aid 18
    • 19. 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 19
    • 20. 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 20
    • 21. 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 21
    • 22. 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 22
    • 23. 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 23
    • 24. 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 24
    • 25. EAD Finding Aid II. Finding Aid 25
    • 26. oXygen Setup 26 II. Finding Aid 1. Start the oXygen XML editor program 2. Open “JosephRoth.xml” found in the EAD folder on the desktop
    • 27. oXygen Setup 27 II. Finding Aid
    • 28. III. Implementation 28
    • 29. III. Implementation: Creating EAD 29
    • 30. Archivists’ Toolkit III. Implementation: Creating EAD 30
    • 31. Archon III. Implementation: Creating EAD 31
    • 32. oXygen III. Implementation: Creating EAD 32
    • 33. NoteTab III. Implementation: Creating EAD 33
    • 34. Dreamweaver III. Implementation: Creating EAD 34
    • 35. EADitor III. Implementation: Creating EAD 35
    • 36. Notepad III. Implementation: Creating EAD 36
    • 37. EAD Tag Library III. Implementation: Creating EAD 37
    • 38. SAA Standards Portal III. Implementation: Creating EAD 38
    • 39. III. Implementation: Using EAD 39
    • 40. Now What? III. Implementation: Using EAD 40
    • 41. XSLT III. Implementation: Using EAD 41
    • 42. XSLT 42 III. Implementation: Using EAD
    • 43. EAD to HTML III. Implementation: Using EAD 43
    • 44. EAD to HTML with DC III. Implementation: Using EAD 44
    • 45. EAD to HTML III. Implementation: Using EAD 45
    • 46. EAD to PDF III. Implementation: Using EAD 46
    • 47. EAD to MARC III. Implementation: Using EAD 47
    • 48. Other Uses • Integration with other standards (e.g. EAC-CPF) • Open Archives Initiative – Protocol for Metadata Harvesting (OAI-PMH) III. Implementation: Using EAD 48
    • 49. Other Uses • EAD consortia • Metadata for digitized collections • Faceted searching • Bulk updates III. Implementation: Using EAD 49
    • 50. 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 50
    • 51. 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 51
    • 52. Relax! III. Implementation: Using EAD 52
    • 53. IV. Exercises 53
    • 54. Exercise Setup 54 IV. Exercises 1. Start the oXygen XML Editor program 2. Open “JosephRoth.xml” found in the EAD folder on the desktop
    • 55. Exercise How To 55 IV. Exercises
    • 56. Exercise How To 56 IV. Exercises
    • 57. Exercise How To 57 IV. Exercises
    • 58. Exercise How To 58 IV. Exercises
    • 59. How does this work? XSLT! 59 IV. Exercises
    • 60. Exercise How To 60 IV. Exercises 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
    • 61. 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 61 Austrian writer Joseph Roth (1894-1939)
    • 62. Exercise 1: Housekeeping Update the information in the <eadheader> section to reflect your contribution. IV. Exercises 62
    • 63. Exercise 1: Housekeeping <ead><eadheader><filedesc><titlestmt> <author>Processed by Stanislav Pejša. Addendum processed by [your name].</author> IV. Exercises 63
    • 64. 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 64 Exercise 2: Biographical Information
    • 65. <ead><archdesc> <bioghist><p> Find “Mario” and replace with “Maria” </p></bioghist> IV. Exercises 65 Exercise 2: Biographical Information
    • 66. 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 66 Exercise 3a: Geographic Information
    • 67. <ead><archdesc><controlaccess> <geogname> Find “Brody, Galicia” and replace with “Brody (Ukraine)” </geogname> IV. Exercises 67 Exercise 3a: Geographic Information
    • 68. Add the LC authority file number for “Brody (Ukraine)”. IV. Exercises 68 Exercise 3b: Geographic Information
    • 69. 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 69 Exercise 3b: Geographic Information
    • 70. IV. Exercises 70 Exercise 3b: Geographic Information
    • 71. 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 71 Exercise 4: Adding a New Folder
    • 72. 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 72 Exercise 4: Adding a New Folder "
    • 73. What needs to be added? Where in the finding aid? IV. Exercises 73 Exercise 4a: Adding the Folder
    • 74. <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 74 Exercise 4a: Adding the Folder
    • 75. Does the date information need to be updated? IV. Exercises 75 Exercise 4b: Updating the Dates
    • 76. 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 76 Exercise 4b: Updating the Dates
    • 77. Collection-level date: <ead><archdesc><did> Arrangement note date: <ead><archdesc><arrangement> Title date: <ead><eadheader><filedesc><titlestmt> IV. Exercises 77 Exercise 4b: Updating the Dates
    • 78. 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 78 Exercise 4c: Updating the Language
    • 79. <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 79 Exercise 4c: Updating the Language
    • 80. <language langcode="pol">Polish</language> ISO639-2 code (id.loc.gov) IV. Exercises 80 Exercise 4c: Updating the Language
    • 81. Add one sentence to the Series II scope note reflecting the additional folder. IV. Exercises 81 Exercise 4d: Updating the Series II Scope Note
    • 82. <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 82 Exercise 4d: Updating the Series II Scope Note
    • 83. Link to the digitized version of the material in the additional folder using this link: http://bit.ly/x7944b IV. Exercises 83 Exercise 5: Adding a link to the digital object
    • 84. <ead><archdesc><dsc><c01 level="series"> <c02> <did>[…]</did> <dao href="http://bit.ly/x7944b" actuate="onrequest" show="new"/> </c02> IV. Exercises 84 Exercise 5: Adding a link to the digital object
    • 85. 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 85 Exercise 6: Creating a Print-Friendly File
    • 86. 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 86 Exercise 6: Creating a Print-Friendly File
    • 87. IV. Exercises 87 Exercise 6: Creating a Print-Friendly File
    • 88. The head librarian has asked you to supply a MARC record for your archival collection. Generate a MARCXML record from this EAD. IV. Exercises 88 Exercise 7: Generating a MARC Record
    • 89. Find an appropriate stylesheet. (We’ve done this for you) Set up a new transformation scenario. IV. Exercises 89 Exercise 7: Generating a MARC Record
    • 90. IV. Exercises 90 Exercise 7: Generating a MARC Record
    • 91. IV. Exercises 91 Exercise 7: Generating a MARC Record
    • 92. IV. Exercises 92 Exercise 7: Generating a MARC Record
    • 93. IV. Exercises 93 Exercise 7: Generating a MARC Record
    • 94. IV. Exercises 94 Exercise 7: Generating a MARC Record
    • 95. IV. Exercises 95 Exercise 7: Generating a MARC Record
    • 96. IV. Exercises 96 Questions?
    • 97. Resources 97
    • 98. EAD Tools Resources 98
    • 99. Tinker! • Gentle Introduction to XML • EAD Cookbook • A free XML editor • Library of Congress EAD files Resources 99
    • 100. Download via Slideshare: http://www.slideshare.net/archivistkevin/metro-ead Twitter @archivistkevin Thank you! 100