Pratt Institute SLIS                       1
OutlineI. The BasicsII. A Finding AidIII. Implementation                          2
I. The Basics                3
I. Basics             What is EAD?  XML standard for encoding finding aids                                       4
I. Basics - What is EAD?  XML standard for encoding finding aids     XML (eXtensible Markup Language): a set of rules for ...
I. Basics - What is EAD?  XML standard for encoding finding aids      Elements and attributes defined by a      Document T...
I. Basics - What is EAD?  XML standard for encoding finding aids   Defined set of containers for descriptive data         ...
I. Basics - What is EAD?  XML standard for encoding finding aids   A description of records that gives the   repository ph...
I. Basics             What is EAD?  XML standard for encoding finding aids                                       9
I. Basics                What is EAD?      EAD encoding is not a substitute for          sound archival description!      ...
I. Basics             A Brief Aside: DACSDescribing Archives: A Content Standard         “rules to ensure the creation of ...
I. Basics            A Brief Aside: DACS“DACS defines twenty-five elements that    are useful in creating systems for     ...
I. Basics            A Brief Aside: DACS3.1 Scope and Content Element“This element provides informationabout the nature of...
I. Basics             A Brief Aside: DACS            DACS revision underway                                     14
II. A Finding Aid                    15
II. Finding Aid             EAD Finding Aid Structure   <?xml version="1.0" encoding="UTF-8"?>   <!DOCTYPE ead SYSTEM "ead...
II. Finding Aid             EAD Finding Aid Structure<ead>  <eadheader>Information about repository and  finding aid</eadh...
II. Finding Aid           Common Tags <eadheader>• Finding aid author<filedesc><titlestmt>   <author>Processed by Stanisla...
II. Finding Aid             Common Tags <archdesc>• Minimum required description – “high-level did”<did> <origination>Muel...
II. Finding Aid             Common Tags <archdesc>• Minimum required description – “high-level did”<did> […] <langmaterial...
II. Finding Aid             Common Tags <archdesc>• Biographical information<bioghist><p>Joseph Roth was one of the most p...
II. Finding Aid             Common Tags <archdesc>• Description of Subordinate Components<dsc><c01 level="series">  <c02>F...
II. Finding Aid                Common Tags <archdesc>• Description of Subordinate ComponentsA Component <c> provides infor...
II. Finding Aid             Common Tags <archdesc>• Description of Subordinate Components<dsc><c01 level="series"> <did>  ...
II. Finding Aid             Common Tags <archdesc>• Description of Subordinate Components<c02>  <did>      <container type...
II. Finding Aid             Common Tags <archdesc>• Description of Subordinate Components<c02>  <did>      <container type...
II. Finding Aid  Common Tags – Human Readable?                  <dimensions>                                 27
II. Finding Aid  Common Tags – Human Readable?                  <dimensions>A subelement of <physdesc> for information  ab...
II. Finding Aid  Common Tags – Human Readable?                  <famname>                              29
II. Finding Aid  Common Tags – Human Readable?                  <famname>The proper noun designation for a group of  perso...
II. Finding Aid                  EAD Finding Aid                                    31
III. Implementation                      32
III. Implementation:      Creating EAD                       33
III. Implementation: Creating EAD       Archivists’ Toolkit                  Archon                            ArchivesSpa...
III. Implementation: Creating EAD                             ICA-AtoM                                        35
III. Implementation: Creating EAD                                oXygen                                         36
III. Implementation: Creating EAD              NoteTab               Dreamweaver              EADitor                Note ...
III. Implementation: Creating EAD                   PASCL spreadsheet            “the spreadsheet from heaven”            ...
III. Implementation: Creating EAD                         My Workflow                                       39
III. Implementation:       Using EAD                       40
III. Implementation: Using EAD                           Now What?                                       41
III. Implementation: Using EAD                                 XSLT                                        42
III. Implementation: Using EAD                                 XSLT                                        43
III. Implementation: Using EAD                         EAD to HTML                                       44
III. Implementation: Using EAD                EAD to HTML with DC                                      45
III. Implementation: Using EAD                           EAD to PDF                                        46
III. Implementation: Using EAD                         EAD to MARC                                       47
III. Implementation: Using EAD                           Other Uses• Integration with other standards (e.g. EAC-CPF)• Open...
III. Implementation: Using EAD                           Other Uses• Flexible search and display                          ...
III. Implementation: Using EAD                    The Future of EAD(pre) Alpha release of EAD revision, August 2012• Simpl...
III. Implementation: Using EAD                    The Future of EAD• Revision is schema-based -- goodbye, DTD• LC styleshe...
III. Implementation: Using EAD                    The Future of EAD• Beta release of schema, documentation, and  migration...
III. Implementation: Using EAD                                 Relax!                                          53
IV. Exercises                Questions?                             54
Resources            55
III. Implementation: Creating EAD                       EAD Tag Library                                         56
III. Implementation: Creating EAD                 SAA Standards Portal                                        57
Resources            EAD Tools                        58
Resources                    Tinker!• Download the free trial of oXygen XML editor,  the schema, an EAD finding aid, and a...
Thank you!             60
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Pratt EAD -

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An intro to EAD presented at the Pratt SLIS

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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
  • 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/
  • 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
  • 7 principles; rules for minimum information; names and dates. Revision (tip – free way to get text!), and link.
  • 7 principles; rules for minimum information; names and dates. Revision (tip – free way to get text!), and link.
  • 7 principles; rules for minimum information; names and dates. Revision (tip – free way to get text!), and link.
  • An EAD-encoded finding aid is split into info about institution/FA (metametadata) and info about materials (the finding aid)
  • id.loc.gov&lt;p&gt; to structure text
  • 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 (&apos;ICA&apos;) standards. &apos;AtoM&apos; is an acronymn for &apos;Access to Memory&apos;.”
  • 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://clir.pacscl.org/2012/03/19/excel-to-xml-the-spreadsheet-from-heaven/
  • 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/
  • https://secure.flickr.com/photos/loneblackrider/315302588/sizes/l/in/photostream/
  • https://secure.flickr.com/photos/elnegro/233434144/sizes/z/in/photostream/
  • http://www.loc.gov/ead/tglib/element_index.html
  • http://www2.archivists.org/standards
  • http://www.oclc.org/research/publications/library/2010/2010-04.pdf
  • Links are in comments and in slides
  • Pratt EAD -

    1. 1. Pratt Institute SLIS 1
    2. 2. OutlineI. The BasicsII. A Finding AidIII. Implementation 2
    3. 3. I. The Basics 3
    4. 4. I. Basics What is EAD? XML standard for encoding finding aids 4
    5. 5. I. Basics - What is EAD? XML standard for encoding finding aids XML (eXtensible Markup Language): a set of rules for structuring data via markup 5
    6. 6. 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> 6
    7. 7. I. Basics - What is EAD? XML standard for encoding finding aids Defined set of containers for descriptive data EAD : DACS = MARC : AACR2 7
    8. 8. 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) 8
    9. 9. I. Basics What is EAD? XML standard for encoding finding aids 9
    10. 10. I. Basics What is EAD? EAD encoding is not a substitute for sound archival description! 10
    11. 11. I. Basics A Brief Aside: DACSDescribing Archives: A Content Standard “rules to ensure the creation of consistent, appropriate, and self- explanatory descriptions of archival material.” 11
    12. 12. I. Basics A Brief Aside: DACS“DACS defines twenty-five elements that are useful in creating systems for describing archival materials.” “Not all of the DACS elements are required in every archival description.” 12
    13. 13. I. Basics A Brief Aside: DACS3.1 Scope and Content Element“This element provides informationabout the nature of the materials andactivities reflected in the unit beingdescribed to enable users to judge itspotential relevance. …” 13
    14. 14. I. Basics A Brief Aside: DACS DACS revision underway 14
    15. 15. II. A Finding Aid 15
    16. 16. II. Finding Aid 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 http://www.loc.gov/ead/ead.xsd"> 16
    17. 17. II. Finding Aid EAD Finding Aid Structure<ead> <eadheader>Information about repository and finding aid</eadheader> <archdesc>Description of archival materials</archdesc></ead> 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>• Minimum required description – “high-level did”<did> <origination>Mueller, Justin J.</origination> <unittitle>Justin J. Mueller Collection</unittitle> <unitdate>undated, 1890-2005</unitdate> <abstract>[short descriptive text]</abstract> […] 19
    20. 20. II. Finding Aid 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> 20
    21. 21. 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<geogname encodinganalog="651$a" source="lcsh" authfilenumber="n 79040121">Austria</geogname> 21
    22. 22. 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> 22
    23. 23. 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> 23
    24. 24. II. Finding Aid Common Tags <archdesc>• Description of Subordinate Components<dsc><c01 level="series"> <did> <unittitle id="serII">Series II: Publications</unittitle> <unitdate normal="1985/1996">1985-1996</unitdate> </did> <c02>Subordinate intellectual parts, e.g. folders</c02></c01> 24
    25. 25. 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> 25
    26. 26. II. Finding Aid Common Tags <archdesc>• Description of Subordinate Components<c02> <did> <container type="box">OS 145</container> <container type="folder">1</container> <unittitle>Newspaper foldout</unittitle> <unitdate>1996</unitdate> </did></c02> 26
    27. 27. II. Finding Aid Common Tags – Human Readable? <dimensions> 27
    28. 28. 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. 28
    29. 29. II. Finding Aid Common Tags – Human Readable? <famname> 29
    30. 30. 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. 30
    31. 31. II. Finding Aid EAD Finding Aid 31
    32. 32. III. Implementation 32
    33. 33. III. Implementation: Creating EAD 33
    34. 34. III. Implementation: Creating EAD Archivists’ Toolkit Archon ArchivesSpace 34
    35. 35. III. Implementation: Creating EAD ICA-AtoM 35
    36. 36. III. Implementation: Creating EAD oXygen 36
    37. 37. III. Implementation: Creating EAD NoteTab Dreamweaver EADitor Note Pad 37
    38. 38. III. Implementation: Creating EAD PASCL spreadsheet “the spreadsheet from heaven” 38
    39. 39. III. Implementation: Creating EAD My Workflow 39
    40. 40. III. Implementation: Using EAD 40
    41. 41. III. Implementation: Using EAD Now What? 41
    42. 42. III. Implementation: Using EAD XSLT 42
    43. 43. III. Implementation: Using EAD XSLT 43
    44. 44. III. Implementation: Using EAD EAD to HTML 44
    45. 45. III. Implementation: Using EAD EAD to HTML with DC 45
    46. 46. III. Implementation: Using EAD EAD to PDF 46
    47. 47. III. Implementation: Using EAD EAD to MARC 47
    48. 48. 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 48
    49. 49. III. Implementation: Using EAD Other Uses• Flexible search and display 49
    50. 50. III. Implementation: Using EAD The Future of EAD(pre) Alpha release of EAD revision, August 2012• Simplify links• Reduce mixed content• Add, deprecate, and delete elements 50
    51. 51. 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” 51
    52. 52. 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 52
    53. 53. III. Implementation: Using EAD Relax! 53
    54. 54. IV. Exercises Questions? 54
    55. 55. Resources 55
    56. 56. III. Implementation: Creating EAD EAD Tag Library 56
    57. 57. III. Implementation: Creating EAD SAA Standards Portal 57
    58. 58. Resources EAD Tools 58
    59. 59. Resources Tinker!• Download the free trial of oXygen XML editor, the schema, an EAD finding aid, and a stylesheet.• Try some basic actions: add a folder, change a controlled vocabulary term, remove a series. 59
    60. 60. Thank you! 60

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