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Brief intro EAD for NYU's MIAP Advanced Topics course, Fall 2016

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  1. 1. NYU – MIAP Advanced Topics Class 1
  2. 2. Outline I. The Basics II. Finding Aid III. Implementation IV. Exercises 2
  3. 3. I. The Basics 3
  4. 4. What are archives? I. Basics 4 “Archival collections are the natural result of the activities of individuals and organizations and serve as the recorded memory thereof. This distinctive relationship between records and the activities that generated them differentiates archives from other documentary resources.” (DACS)
  5. 5. DACS Describing Archives: A Content Standard “rules to ensure the creation of consistent, appropriate, and self- explanatory descriptions of archival material.” I. Basics 5
  6. 6. DACS Principle 1: Records in archives possess unique characteristics. Principle 2: The principle of respect des fonds is the basis of archival arrangement and description. Principle 3: Arrangement involves the identification of groupings within the material. Principle 4: Description reflects arrangement. I. Basics 6
  7. 7. DACS Principle 5: The rules of description apply to all archival materials, regardless of form or medium. Principle 6: The principles of archival description apply equally to records created by corporate bodies, individuals, or families. Principle 7: Archival descriptions may be presented at varying levels of detail to produce a variety of outputs. I. Basics 7
  8. 8. I. Basics 8 I. Basics
  9. 9. What is EAD? XML standard for encoding archival description (“finding aids”) I. Basics 9
  10. 10. 10 XML standard for encoding finding aids I. Basics - What is EAD? XML (eXtensible Markup Language): a set of rules for structuring data via markup
  11. 11. 11 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>
  12. 12. Elements and attributes defined by a Document Type Definition (DTD) or a Schema <bioghist> <bionote> 12 I. Basics - What is EAD? XML standard for encoding finding aids
  13. 13. <ead> <eadheader> <titleproper>Guide to the Papers of Joseph Roth </titleproper> </eadheader> </ead> 13 XML standard for encoding finding aids I. Basics - What is EAD?
  14. 14. XML standard for encoding finding aids Defined set of containers for descriptive data EAD : DACS = MARC : AACR2 14 I. Basics - What is EAD?
  15. 15. 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) 15 I. Basics - What is EAD?
  16. 16. What is EAD? XML standard for encoding finding aids I. Basics 16
  17. 17. What is EAD? EAD encoding is not a substitute for sound archival description! I. Basics 17
  18. 18. Where does EAD fit? MARC, MODS, DC METS, PREMIS, JSON I. Basics 18
  19. 19. II. Finding Aid 19
  20. 20. EAD Finding Aid Structure <?xml version="1.0" encoding="UTF-8"?> <!DOCTYPE ead SYSTEM "ead.dtd"> or <ead xsi:schemaLocation="urn:isbn:1-931666-22-9"> <?xml-stylesheet type="text/xsl" href="lbi2010.xsl"?> II. Finding Aid 20
  21. 21. EAD Finding Aid Structure <ead> <eadheader>Information about repository and finding aid</eadheader> <archdesc>Description of archival materials</archdesc> </ead> II. Finding Aid 21
  22. 22. Common Tags <archdesc> • Minimum required description – “high-level did” <did> <origination>Roth, Joseph</origination> <unittitle>Joseph Roth Collection</unittitle> <unitdate>undated, 1890-2005</unitdate> <abstract>[short descriptive text]</abstract> […] II. Finding Aid 22
  23. 23. Common Tags <archdesc> • Minimum required description – “high-level did” <did> […] <langmaterial>In German and English</langmaterial> <physdesc>1 linear foot</physdesc> <unitid>AR 10254</unitid> <repository>Leo Baeck Institute</repository> <physloc>V 11/2</physloc> </did> II. Finding Aid 23
  24. 24. 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 24
  25. 25. 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 25
  26. 26. 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 <> II. Finding Aid 26
  27. 27. 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 27
  28. 28. 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 28
  29. 29. Common Tags <archdesc> • Digital Archival Object (<dao>) <c02> <did> […] <unittitle>Articles</unittitle> </did> <dao href=" eel07#page/n218/mode/1up" actuate="onrequest" linktype="simple" show="new"/> </c02> II. Finding Aid 29
  30. 30. EAD Finding Aid II. Finding Aid 30
  31. 31. III. Implementation 31
  32. 32. III. Implementation: Creating EAD 32
  33. 33. III. Implementation: Creating EAD 33 Archivists’ Toolkit Archon ArchivesSpace
  34. 34. III. Implementation: Creating EAD 34 NoteTab Dreamweaver EADitor Note Pad
  35. 35. My (old) Workflow III. Implementation: Creating EAD 35
  36. 36. III. Implementation: Using EAD 36
  37. 37. Now What? III. Implementation: Using EAD 37
  38. 38. XSLT 38 III. Implementation: Using EAD
  39. 39. XSLT Starter Example Original Document XSLT Stylesheet Output Document <book> <title>Hello World Book</title> <date>1997</date> </book> <xsl:stylesheet> <xsl:template match=“book”> The title of my book is <value-of select=“title”>. </xsl:template> </xsl:stylesheet> The title of my book is Hello World Book. III. Implementation: Using EAD
  40. 40. EAD to HTML III. Implementation: Using EAD 40
  41. 41. EAD to HTML with microdata III. Implementation: Using EAD 41
  42. 42. EAD to PDF III. Implementation: Using EAD 42
  43. 43. EAD to MARC III. Implementation: Using EAD 43
  44. 44. 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 III. Implementation: Using EAD 44
  45. 45. Other Uses • Flexible search and display III. Implementation: Using EAD 45
  46. 46. The Future of EAD: EAD3 III. Implementation: Using EAD 46 EAD 2002: <unitdate>1905-1993</unitdate> EAD3: <unitdatestructured> <daterange> <fromdate>1905</fromdate> <todate>1993</todate> </daterange> </unitdatestructured>
  47. 47. The Future of EAD: EAD3 “In an ideal world, EAD and EAC-CPF would be opaque to all but a few expert users, created when needed as secondary outputs from efficient and adaptable software tools with archivist-optimized interfaces.” Thirty Years On: SAA and Descriptive Standards III. Implementation: Using EAD 47
  48. 48. The Future of EAD: EAD3 “This next wave [of archival standards] is going to push beyond online versions of print-based document genres and embrace the Web as the native format for description—dynamic, diverse, and discoverable description.” Thirty Years On: SAA and Descriptive Standards III. Implementation: Using EAD 48
  49. 49. Relax! III. Implementation: Using EAD 49
  50. 50. IV. Exercises 50
  51. 51. Exercise Setup 51 IV. Exercises 1. Start the oXygen XML Editor program 2. Open “JacobBarosin.xml” found in the downloaded and unzipped folder
  52. 52. Exercise How To 52 IV. Exercises
  53. 53. Exercise How To 53 IV. Exercises
  54. 54. Exercise How To 54 IV. Exercises
  55. 55. Exercise How To 55 IV. Exercises
  56. 56. How does this work? XSLT! 56 IV. Exercises
  57. 57. Exercise How To 57 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
  58. 58. 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
  59. 59. IV. Exercises Exercise How To - Tips Check for error messages
  60. 60. Processing the Jacob Barosin Addendum You are the new AV archivist at the Leo Baeck Institute in New York. You have been asked to process an addendum to the Jacob Barosin Collection, and to update the EAD finding aid accordingly. IV. Exercises 60
  61. 61. Exercise 1: Housekeeping Update the information in the <eadheader> section to reflect your contribution. IV. Exercises 61
  62. 62. Exercise 1: Housekeeping <ead><eadheader><filedesc><titlestmt> <author>Processed by Kevin Schlottmann. Addendum processed by [your name].</author> IV. Exercises 62
  63. 63. The head archivist tells you that there is an error in the biographical information. Barosin was born in 1907, not 1906. Fix this wherever it occurs. IV. Exercises 63 Exercise 2: Biographical Information
  64. 64. IV. Exercises 64 Exercise 2: Biographical Information
  65. 65. The addendum you are given is a box of unsorted obsolete AV media. IV. Exercises 65 Exercise 3: Adding New Series
  66. 66. Series level? “Folder” level? Format level? Item level? IV. Exercises 66 Exercise 3: Adding New Series
  67. 67. Copy and paste an existing <c01>-level series IV. Exercises 67 Exercise 3: Adding New Series
  68. 68. IV. Exercises 68 Exercise 4: Moving Description Around "
  69. 69. IV. Exercises 69 Exercise 4: Moving Description Around "
  70. 70. Update the series IV scope note reflecting the removed items. Update the collection–level information: extent, dates, access information, formats, dates. (This is where doing it manually is really painful.) IV. Exercises 70 Exercise 5: Housekeeping
  71. 71. Series-level, collection level (high-level did), in the arrangement note, and in the title. IV. Exercises 71 Exercise 5: Housekeeping: Dates
  72. 72. IV. Exercises 72 Questions?
  73. 73. Resources 73
  74. 74. EAD Tools Resources 74
  75. 75. Tinker! • Gentle Introduction to XML • EAD Cookbook • A free XML editor • Library of Congress EAD files Resources 75
  76. 76. Download via Slideshare: Thank you! 76