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EAD - QC GSLIS 730

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Presentation and workshop for QC GSLIS class 730.

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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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