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B asic I ntroduction to E ncoded A rchival D escription (EAD) Queens College GSLIS *** Kevin Schlottmann - Center for Jewish History *** April 22, 2013 1

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Page 1: EAD Workshop, Queens College, 4-22-2013

Basic Introduction to Encoded Archival Description (EAD)

Queens College GSLIS***

Kevin Schlottmann - Center for Jewish History***

April 22, 2013

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Page 2: EAD Workshop, Queens College, 4-22-2013

Outline

I. The BasicsII. Finding Aid

Quiz and Break III. Implementation

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Page 3: EAD Workshop, Queens College, 4-22-2013

Relax!

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Page 4: EAD Workshop, Queens College, 4-22-2013

I. The Basics

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What is EAD?

XML standard for encoding finding aids

I. Basics

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Page 6: EAD Workshop, Queens College, 4-22-2013

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XML standard for encoding finding aids

I. Basics - What is EAD?

XML (eXtensible Markup Language): a set of rules for structuring data via markup

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XML standard for encoding finding aids

I. Basics - What is EAD?

Tag:

<unitdate era=“ce”>2013</unitdate>

Attribute:

<unitdate era=“ce”>2013</unitdate>

Element:

<unitdate era=“ce”>2013</unitdate>

Page 8: EAD Workshop, Queens College, 4-22-2013

Elements and attributes defined by a Document Type Definition (DTD) or a Schema

<bioghist> <bionote>

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I. Basics - What is EAD?

XML standard for encoding finding aids

Page 9: EAD Workshop, Queens College, 4-22-2013

<ead> <eadheader> <titleproper>Guide to the

Papers of Joseph Roth</titleproper>

</eadheader></ead>

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XML standard for encoding finding aids

I. Basics - What is EAD?

Page 10: EAD Workshop, Queens College, 4-22-2013

XML standard for encoding finding aids

Defined set of containers for descriptive data

EAD : DACS = MARC : AACR2/RDA

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I. Basics - What is EAD?

Page 11: EAD Workshop, Queens College, 4-22-2013

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)

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I. Basics - What is EAD?

Page 12: EAD Workshop, Queens College, 4-22-2013

What is EAD?

XML standard for encoding finding aids

I. Basics

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Page 13: EAD Workshop, Queens College, 4-22-2013

What is EAD?

EAD encoding is not a substitute for sound archival description!

I. Basics

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A Brief Aside: DACS

Describing Archives: A Content Standard

“rules to ensure the creation of consistent, appropriate, and self-

explanatory descriptions of archival material.”

I. Basics

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Page 15: EAD Workshop, Queens College, 4-22-2013

“DACS defines twenty-five elements that are useful in creating systems for

describing archival materials.”

I. Basics - A Brief Aside: DACS

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Page 16: EAD Workshop, Queens College, 4-22-2013

Seven Element Types

• Identity• Content and Structure• Conditions of Access and Use • Acquisition and Appraisal • Related Materials • Notes • Description Control

I. Basics - A Brief Aside: DACS

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“Not all of the DACS elements are required in every archival description.”

I. Basics - A Brief Aside: DACS

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Statement of Principles

Principle 7: Archival descriptions may be presented at varying levels of detail to produce a variety of outputs.

I. Basics

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I. Basics - A Brief Aside: DACS

Page 19: EAD Workshop, Queens College, 4-22-2013

Principle 7• 7.1: Levels of description correspond to

levels of arrangement.• 7.2: Relationships between levels of

description must be clearly indicated.• 7.3: Information provided at each level

of description must be appropriate to that level.

I. Basics

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I. Basics - A Brief Aside: DACS

Page 22: EAD Workshop, Queens College, 4-22-2013

II. Finding Aid

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Page 23: EAD Workshop, Queens College, 4-22-2013

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">

II. Finding Aid

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Page 24: EAD Workshop, Queens College, 4-22-2013

EAD Finding Aid Structure

<ead><eadheader>Information about repository and finding aid</eadheader><archdesc>Description of archival materials</archdesc>

</ead>

II. Finding Aid

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Page 25: EAD Workshop, Queens College, 4-22-2013

Common Tags <eadheader>

• EAD Identifier

<eadid mainagencycode="NyNyCJH" countrycode="us" encodinganalog="856$u" publicid="-//us::nnlbi//TEXT us::nnlbi::JustinMueller.xml//EN">JustinMueller.xml

</eadid>

II. Finding Aid

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Common Tags <eadheader>

• Finding aid author

<titlestmt><author>Processed by Stanislav Pejša.</author>

</titlestmt>

II. Finding Aid

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Page 27: EAD Workshop, Queens College, 4-22-2013

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> […]

II. Finding Aid

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Page 28: EAD Workshop, Queens College, 4-22-2013

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

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Page 29: EAD Workshop, Queens College, 4-22-2013

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="n79040121">Austria</geogname>

II. Finding Aid

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Page 30: EAD Workshop, Queens College, 4-22-2013

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

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Page 31: EAD Workshop, Queens College, 4-22-2013

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

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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>

II. Finding Aid

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Page 33: EAD Workshop, Queens College, 4-22-2013

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

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Page 34: EAD Workshop, Queens College, 4-22-2013

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>

II. Finding Aid

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Page 35: EAD Workshop, Queens College, 4-22-2013

Common Tags – Human Readable?

<dimensions>

II. Finding Aid

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Page 36: EAD Workshop, Queens College, 4-22-2013

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

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Common Tags – Human Readable?

<famname>

II. Finding Aid

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Page 38: EAD Workshop, Queens College, 4-22-2013

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

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Page 39: EAD Workshop, Queens College, 4-22-2013

Common Tags – Human Readable?

<revisiondesc>

II. Finding Aid

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Page 40: EAD Workshop, Queens College, 4-22-2013

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

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EAD Finding AidII. Finding Aid

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QuizII. Finding Aid

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III. Implementation

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III. Implementation:Creating EAD

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III. Implementation: Creating EAD

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Archivists’ Toolkit Archon

ArchivesSpace

Page 46: EAD Workshop, Queens College, 4-22-2013

ICA-AtoMIII. Implementation: Creating EAD

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Page 47: EAD Workshop, Queens College, 4-22-2013

oXygenIII. Implementation: Creating EAD

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III. Implementation: Creating EAD

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NoteTab Dreamweaver

EADitor Note Pad

Page 50: EAD Workshop, Queens College, 4-22-2013

My WorkflowIII. Implementation: Creating EAD

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III. Implementation:Using EAD

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Now What?III. Implementation: Using EAD

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XSLTIII. Implementation: Using EAD

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XSLT

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III. Implementation: Using EAD

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EAD to HTMLIII. Implementation: Using EAD

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EAD to HTML with DCIII. Implementation: Using EAD

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EAD to PDFIII. Implementation: Using EAD

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EAD to MARCIII. Implementation: Using EAD

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Page 59: EAD Workshop, Queens College, 4-22-2013

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

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Other Uses

• Flexible search and display

III. Implementation: Using EAD

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Page 61: EAD Workshop, Queens College, 4-22-2013

Resources

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III. Implementation: Using EAD

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EAD Tag Library

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III. Implementation: Using EAD

Page 63: EAD Workshop, Queens College, 4-22-2013

SAA Standards Portal

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III. Implementation: Using EAD

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SAA EAD Roundtable

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III. Implementation: Using EAD

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Tinker!

• Learn more about XML and XSLT

• 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.

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III. Implementation: Using EAD

Page 67: EAD Workshop, Queens College, 4-22-2013

The Future of EAD

Alpha release of EAD revision, February 2013

• Reduce semantic overload• Simplify and standardize links• Reduce mixed content• Add, deprecate, and delete elements

III. Implementation: Using EAD

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The Future of EADIII. Implementation: Using EAD

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• 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”

Page 69: EAD Workshop, Queens College, 4-22-2013

The Future of EAD

• Beta release of schema, documentation, and migration tools, July 1, 2013

• New version of EAD released with tag library and migration tools, Winter 2014

slideshare.net/mikerush/ead-revision-progress-report-201208084/01/2013 email from Mike Rush to EAD listserv

III. Implementation: Using EAD

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The Future of EAD

“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

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Page 71: EAD Workshop, Queens College, 4-22-2013

The Future of EAD

“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

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Page 72: EAD Workshop, Queens College, 4-22-2013

Relax!III. Implementation: Using EAD

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