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Welcome!SAA@QC EAD Workshop 1 Login to the Windows OS (not the Mac OS)  Go to this link: http://bit.ly/EADQC  Download the file to the desktop File -> Download original  Unzip the file to the desktop
Encoded Archival Description Introduction and Workshop Timothy Ryan Mendenhall - Leo Baeck Institute Kevin Schlottmann - Center for Jewish History *** Sponsored by the  Queens College (CUNY) student chapter of the  Society of American Archivists *** October 3, 2011 2
Overview I. 	The Basics 	II. 	Finding Aid 	III. Exercises 3
I. The Basics 4
What is EAD? I. Basics   XML standard for encoding finding aids 5
Tag: <unitdate era=“ce”>2011</unitdate> Attribute: <unitdate era=“ce”>2011</unitdate> Element: <unitdate era=“ce”>2011</unitdate> 6 I. Basics - What is EAD?   XMLstandard for encoding finding aids
What elements and attributes are allowed? Defined by a Document Type Definition (DTD) or a Schema 7 I. Basics - What is EAD?   XMLstandard for encoding finding aids
<ead>   <eadheader>     <titleproper>Guide to the Papers of Joseph Roth 	</titleproper>   </eadheader> </ead> 8 I. Basics - What is EAD?   XMLstandard for encoding finding aids
I. Basics - What is EAD? XMLstandard for encodingfinding aids Defined set of containers for descriptive data Other encoding standards: 	MARC (books) 	Dublin Core (electronic objects) 9
I. Basics - What is EAD? XML standard for encodingfinding 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) 10
II. Finding Aid 11
EAD Finding Aid Structure II. Finding Aid <ead> 	<eadheader>Information about repository and finding aid</eadheader> 	<archdesc>Description of archival materials</archdesc> </ead> 12
Common Tags <eadheader> II. Finding Aid Finding Aid Author <filedesc><titlestmt> 	<author>Processed by StanislavPejša.</author> </titlestmt></filedesc> 13
Common Tags <archdesc> II. Finding Aid 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> <geognameencodinganalog="651$a" role="subject" source="lcsh">Austria</geogname> </controlaccess> 14
Common Tags <archdesc> II. Finding Aid Description of Subordinate Components (container list) <dsc> <c01 level="series"> 	<did>          <unittitle id="serII">Series II: Addenda</unittitle>          <unitdate normal="1985/1996" 	type="inclusive">1985-1996</unitdate> 	</did> 	<c02>Subordinate elements, such as folders</c02> </c01> 15
Common Tags <archdesc> II. Finding Aid Description of Subordinate Components (container list) <c02> 	<did> 		<container type="box">2</container>            <container type="folder">1</container>            <unittitle>Articles</unittitle>            <unitdate>1985-1994</unitdate> 	</did> </c02> 16
III. Exercises 17
Exercise Setup 18 III. Exercises  Login to the Windows OS (not the Mac OS) Go to http://bit.ly/EADQC and download the 	file to desktop (File -> download original) Unzip the file to desktop  Start Notepad and a browser  	Preferably Firefox, but IE should work 6. Open “JosephRoth.xml” in Notepad 	File -> Open  	Select “All files” next to Filename 	Once open, Format -> Wordwrap 7. Open “JosephRoth.xml” in browser 	File -> Open File
Exercise How To 19 III. Exercises Make edits to “JosephRoth.xml” in Notepad Save 	File -> Save orCtrl+S 3.  Refresh “JosephRoth.xml” in browser 	F5 or the button to right of the address bar
III. Exercises How does this work? XSLT. 20
Processing the Joseph Roth Addendum III. Exercises 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. 21 Austrian writer Joseph Roth (1894-1939)
The Existing Finding Aid III. Exercises 22
Exercise 1: Housekeeping III. Exercises Update the information in the <eadheader> section to reflect your contribution. 23
Exercise 1: Housekeeping III. Exercises <ead><eadheader><filedesc><titlestmt> 	<author>Processed by StanislavPejša. Addendum processed by [your name].</author> 24
Exercise 1: Housekeeping III. Exercises 25
III. Exercises 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. 26 Exercise 2: Biographical Information
III. Exercises <ead><archdesc> 	<bioghist><p> Find “Mario” and replace with “Maria”  	</p></bioghist> 27 Exercise 2: Biographical Information
III. Exercises 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.   28 Exercise 3: Geographic Information
III. Exercises <ead><archdesc><controlaccess> 	<geogname> Find “Brody, Galicia” and replace with “Brody (Ukraine)”  	</geogname> 29 Exercise 3: Geographic Information
III. Exercises 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. 30 Exercise 4: Adding a New Folder
III. Exercises 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. 31 Exercise 4: Adding a New Folder "
III. Exercises <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> 32 Exercise 4a: Adding the Folder
III. Exercises Does the date information need to be updated?  At what levels and in which tags? 33 Exercise 4b: Updating the Dates
III. Exercises Series-level date: <ead><archdesc><dsc><c01 level="series"><did>  <unitdate normal="1985/2002" type="inclusive">1985-2002</unitdate> Also at the collection level (high-level did), in the arrangement note, and in the title. 34 Exercise 4b: Updating the Dates
III. Exercises 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. 35 Exercise 4c: Updating the Language
III. Exercises <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> 36 Exercise 4c: Updating the Language
III. Exercises Add one sentence to the Series II scope note reflecting the additional folder. 37 Exercise 4d: Updating the Series II Scope Note
III. Exercises <ead><archdesc><dsc><c01 level="series"><scopenote><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> 38 Exercise 4d: Updating the Series II Scope Note
Resources 39
EAD Tools Resources 40
Tinker! Resources Gentle Introduction to XML EAD Cookbook AfreeXMLeditor Library of Congress EAD files 41
Download via Slideshare:http://www.slideshare.net/archivistkevin/ead-20111003-finalTwitter @archivistkevinThank you! 42

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EAD Workshop, October 3, 2011

  • 1. Welcome!SAA@QC EAD Workshop 1 Login to the Windows OS (not the Mac OS) Go to this link: http://bit.ly/EADQC Download the file to the desktop File -> Download original Unzip the file to the desktop
  • 2. Encoded Archival Description Introduction and Workshop Timothy Ryan Mendenhall - Leo Baeck Institute Kevin Schlottmann - Center for Jewish History *** Sponsored by the Queens College (CUNY) student chapter of the Society of American Archivists *** October 3, 2011 2
  • 3. Overview I. The Basics II. Finding Aid III. Exercises 3
  • 5. What is EAD? I. Basics XML standard for encoding finding aids 5
  • 6. Tag: <unitdate era=“ce”>2011</unitdate> Attribute: <unitdate era=“ce”>2011</unitdate> Element: <unitdate era=“ce”>2011</unitdate> 6 I. Basics - What is EAD? XMLstandard for encoding finding aids
  • 7. What elements and attributes are allowed? Defined by a Document Type Definition (DTD) or a Schema 7 I. Basics - What is EAD? XMLstandard for encoding finding aids
  • 8. <ead> <eadheader> <titleproper>Guide to the Papers of Joseph Roth </titleproper> </eadheader> </ead> 8 I. Basics - What is EAD? XMLstandard for encoding finding aids
  • 9. I. Basics - What is EAD? XMLstandard for encodingfinding aids Defined set of containers for descriptive data Other encoding standards: MARC (books) Dublin Core (electronic objects) 9
  • 10. I. Basics - What is EAD? XML standard for encodingfinding 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) 10
  • 12. EAD Finding Aid Structure II. Finding Aid <ead> <eadheader>Information about repository and finding aid</eadheader> <archdesc>Description of archival materials</archdesc> </ead> 12
  • 13. Common Tags <eadheader> II. Finding Aid Finding Aid Author <filedesc><titlestmt> <author>Processed by StanislavPejša.</author> </titlestmt></filedesc> 13
  • 14. Common Tags <archdesc> II. Finding Aid 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> <geognameencodinganalog="651$a" role="subject" source="lcsh">Austria</geogname> </controlaccess> 14
  • 15. Common Tags <archdesc> II. Finding Aid Description of Subordinate Components (container list) <dsc> <c01 level="series"> <did> <unittitle id="serII">Series II: Addenda</unittitle> <unitdate normal="1985/1996" type="inclusive">1985-1996</unitdate> </did> <c02>Subordinate elements, such as folders</c02> </c01> 15
  • 16. Common Tags <archdesc> II. Finding Aid Description of Subordinate Components (container list) <c02> <did> <container type="box">2</container> <container type="folder">1</container> <unittitle>Articles</unittitle> <unitdate>1985-1994</unitdate> </did> </c02> 16
  • 18. Exercise Setup 18 III. Exercises Login to the Windows OS (not the Mac OS) Go to http://bit.ly/EADQC and download the file to desktop (File -> download original) Unzip the file to desktop Start Notepad and a browser Preferably Firefox, but IE should work 6. Open “JosephRoth.xml” in Notepad File -> Open Select “All files” next to Filename Once open, Format -> Wordwrap 7. Open “JosephRoth.xml” in browser File -> Open File
  • 19. Exercise How To 19 III. Exercises Make edits to “JosephRoth.xml” in Notepad Save File -> Save orCtrl+S 3. Refresh “JosephRoth.xml” in browser F5 or the button to right of the address bar
  • 20. III. Exercises How does this work? XSLT. 20
  • 21. Processing the Joseph Roth Addendum III. Exercises 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. 21 Austrian writer Joseph Roth (1894-1939)
  • 22. The Existing Finding Aid III. Exercises 22
  • 23. Exercise 1: Housekeeping III. Exercises Update the information in the <eadheader> section to reflect your contribution. 23
  • 24. Exercise 1: Housekeeping III. Exercises <ead><eadheader><filedesc><titlestmt> <author>Processed by StanislavPejša. Addendum processed by [your name].</author> 24
  • 25. Exercise 1: Housekeeping III. Exercises 25
  • 26. III. Exercises 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. 26 Exercise 2: Biographical Information
  • 27. III. Exercises <ead><archdesc> <bioghist><p> Find “Mario” and replace with “Maria” </p></bioghist> 27 Exercise 2: Biographical Information
  • 28. III. Exercises 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. 28 Exercise 3: Geographic Information
  • 29. III. Exercises <ead><archdesc><controlaccess> <geogname> Find “Brody, Galicia” and replace with “Brody (Ukraine)” </geogname> 29 Exercise 3: Geographic Information
  • 30. III. Exercises 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. 30 Exercise 4: Adding a New Folder
  • 31. III. Exercises 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. 31 Exercise 4: Adding a New Folder "
  • 32. III. Exercises <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> 32 Exercise 4a: Adding the Folder
  • 33. III. Exercises Does the date information need to be updated? At what levels and in which tags? 33 Exercise 4b: Updating the Dates
  • 34. III. Exercises Series-level date: <ead><archdesc><dsc><c01 level="series"><did> <unitdate normal="1985/2002" type="inclusive">1985-2002</unitdate> Also at the collection level (high-level did), in the arrangement note, and in the title. 34 Exercise 4b: Updating the Dates
  • 35. III. Exercises 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. 35 Exercise 4c: Updating the Language
  • 36. III. Exercises <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> 36 Exercise 4c: Updating the Language
  • 37. III. Exercises Add one sentence to the Series II scope note reflecting the additional folder. 37 Exercise 4d: Updating the Series II Scope Note
  • 38. III. Exercises <ead><archdesc><dsc><c01 level="series"><scopenote><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> 38 Exercise 4d: Updating the Series II Scope Note
  • 41. Tinker! Resources Gentle Introduction to XML EAD Cookbook AfreeXMLeditor Library of Congress EAD files 41

Notes de l'éditeur

  1. 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
  2. Familiar with html? Similar (tags aka mark-up), but data structure, not displayXML (eXtensible Markup Language): set of rules for structuring data
  3. 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/
  4. http://www.flickr.com/photos/johnkay/3539126525/sizes/m/in/photostream/Note that it is hierarchical – nested. Parent elements apply to child elements.
  5. 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.
  6. http://www.archivists.org/glossary/term_details.asp?DefinitionKey=66http://www.flickr.com/photos/osuarchives/3427510628/sizes/m/in/photostream/
  7. An EAD-encoded finding aid is split into info about institution/FA (metametadata) and info about materials (the finding aid)
  8. http://www.loc.gov/pictures/collection/cph/item/2005681364/resource/
  9. 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.
  10. We’ll be logically consistent, but in real world there are more things to correct and consider.
  11. https://secure.flickr.com/photos/elnegro/233434144/sizes/z/in/photostream/
  12. http://www.oclc.org/research/publications/library/2010/2010-04.pdf
  13. Links are in comments and in slides