METRO EAD
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B asic I ntroduction to E ncoded A rchival D escription (EAD) Metropolitan New York Library Council *** Timothy Ryan Mendenhall - Leo Baeck Institute Kevin Schlottmann - Center for Jewish History *** April 3, 2012 1
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Introduction to Encoded Archival Description (EAD) at Metro, April 2012
Transcript of METRO EAD
Basic Introduction to Encoded Archival Description (EAD)
Metropolitan New York Library Council ***
Timothy Ryan Mendenhall - Leo Baeck InstituteKevin Schlottmann - Center for Jewish History
***April 3, 2012
1
Outline
I. The BasicsII. Finding AidIII. Implementation
BreakIV. Exercises
2
Introductions
3
I. The Basics
4
What is EAD?
XML standard for encoding finding aids
I. Basics
5
6
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”>2011</unitdate>
Attribute:
<unitdate era=“ce”>2011</unitdate>
Element:
<unitdate era=“ce”>2011</unitdate>
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
<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?
XML standard for encoding finding aids
Defined set of containers for descriptive data
EAD : DACS = MARC : AACR2
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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)
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I. Basics - What is EAD?
What is EAD?
XML standard for encoding finding aids
I. Basics
12
What is EAD?
EAD encoding is not a substitute for sound archival description!
I. Basics
13
II. Finding Aid
14
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
15
EAD Finding Aid Structure
<ead><eadheader>Information about repository and finding aid</eadheader><archdesc>Description of archival materials</archdesc>
</ead>
II. Finding Aid
16
Common Tags
• Structural and content tags
<eadheader>Many other tags</eadheader>
<date>July 4, 1776</date>
II. Finding Aid
17
Common Tags <eadheader>
• Finding aid author<filedesc><titlestmt>
<author>Processed by Stanislav Pejša.</author></titlestmt></filedesc>
II. Finding Aid
18
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
19
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
20
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
21
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
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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
23
Common Tags <archdesc>
• Digital Archival Object (<dao>)<c02>
<did> […]<unittitle>Articles</unittitle>
</did><dao href="http://www.archive.org/stream/josephroth_07_reel07#page/n218/mode/1up" actuate="onrequest" linktype="simple" show="new"/>
</c02>
II. Finding Aid
24
EAD Finding AidII. Finding Aid
25
oXygen Setup
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II. Finding Aid
1. Start the oXygen XML editor program
2. Open “JosephRoth.xml” found in the EAD folder on the desktop
oXygen Setup
27
II. Finding Aid
III. Implementation
28
III. Implementation:Creating EAD
29
DreamweaverIII. Implementation: Creating EAD
34
NotepadIII. Implementation: Creating EAD
36
III. Implementation:Using EAD
39
Now What?III. Implementation: Using EAD
40
XSLTIII. Implementation: Using EAD
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XSLT
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III. Implementation: Using EAD
EAD to HTMLIII. Implementation: Using EAD
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EAD to HTML with DCIII. Implementation: Using EAD
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EAD to HTMLIII. Implementation: Using EAD
45
EAD to PDFIII. Implementation: Using EAD
46
EAD to MARCIII. Implementation: Using EAD
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Other Uses
• Integration with other standards (e.g. EAC-CPF)
• Open Archives Initiative – Protocol for Metadata Harvesting (OAI-PMH)
III. Implementation: Using EAD
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Other Uses
• EAD consortia
• Metadata for digitized collections
• Faceted searching
• Bulk updates
III. Implementation: Using EAD
49
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
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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, 20132012-03-19 email to EAD listserv from Technical Subcommittee for EAD
III. Implementation: Using EAD
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Relax!III. Implementation: Using EAD
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IV. Exercises
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Exercise Setup
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IV. Exercises
1. Start the oXygen XML Editor program
2. Open “JosephRoth.xml” found in the EAD folder on the desktop
Exercise How To
55
IV. Exercises
Exercise How To
56
IV. Exercises
Exercise How To
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IV. Exercises
Exercise How To
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IV. Exercises
How does this work? XSLT!
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IV. Exercises
Exercise How To
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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
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
61
Austrian writer Joseph Roth (1894-1939)
Exercise 1: Housekeeping
Update the information in the <eadheader> section to reflect your contribution.
IV. Exercises
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Exercise 1: Housekeeping
<ead><eadheader><filedesc><titlestmt><author>Processed by Stanislav Pejša. Addendum processed by [your name].</author>
IV. Exercises
63
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
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Exercise 2: Biographical Information
<ead><archdesc><bioghist><p>
Find “Mario” and replace with “Maria” </p></bioghist>
IV. Exercises
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Exercise 2: Biographical Information
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
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Exercise 3a: Geographic Information
<ead><archdesc><controlaccess><geogname>
Find “Brody, Galicia” and replace with “Brody (Ukraine)” </geogname>
IV. Exercises
67
Exercise 3a: Geographic Information
Add the LC authority file number for “Brody (Ukraine)”.
IV. Exercises
68
Exercise 3b: Geographic Information
Go to LC authorities: http://id.loc.govSearch for Brody (Ukraine)<ead><archdesc><controlaccess>
<geogname encodinganalog="651bb\0$a" role="subject" source="lcsh" authfilenumber="n88212572">Brody (Ukraine)</geogname>
IV. Exercises
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Exercise 3b: Geographic Information
IV. Exercises
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Exercise 3b: Geographic Information
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
71
Exercise 4: Adding a New Folder
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
72
Exercise 4: Adding a New Folder
"
What needs to be added?
Where in the finding aid?
IV. Exercises
73
Exercise 4a: Adding the Folder
<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
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Exercise 4a: Adding the Folder
Does the date information need to be updated?
IV. Exercises
75
Exercise 4b: Updating the Dates
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
76
Exercise 4b: Updating the Dates
Collection-level date:<ead><archdesc><did>
Arrangement note date:<ead><archdesc><arrangement>
Title date:<ead><eadheader><filedesc><titlestmt>
IV. Exercises
77
Exercise 4b: Updating the Dates
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
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Exercise 4c: Updating the Language
<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
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Exercise 4c: Updating the Language
<language langcode="pol">Polish</language>
ISO639-2 code(id.loc.gov)
IV. Exercises
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Exercise 4c: Updating the Language
Add one sentence to the Series II scope note reflecting the additional folder.
IV. Exercises
81
Exercise 4d: Updating the Series II Scope Note
<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
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Exercise 4d: Updating the Series II Scope Note
Link to the digitized version of the material in the additional folder using this link:
http://bit.ly/x7944b
IV. Exercises
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Exercise 5: Adding a link to the digital object
<ead><archdesc><dsc><c01 level="series"><c02>
<did>[…]</did><dao href="http://bit.ly/x7944b"
actuate="onrequest" show="new"/></c02>
IV. Exercises
84
Exercise 5: Adding a link to the digital object
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
85
Exercise 6: Creating a Print-Friendly File
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
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Exercise 6: Creating a Print-Friendly File
IV. Exercises
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Exercise 6: Creating a Print-Friendly File
The head librarian has asked you to supply a MARC record for your archival collection. Generate a MARCXML record from this EAD.
IV. Exercises
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Exercise 7: Generating a MARC Record
Find an appropriate stylesheet. (We’ve done this for you)
Set up a new transformation scenario.
IV. Exercises
89
Exercise 7: Generating a MARC Record
IV. Exercises
90
Exercise 7: Generating a MARC Record
IV. Exercises
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Exercise 7: Generating a MARC Record
IV. Exercises
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Exercise 7: Generating a MARC Record
IV. Exercises
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Exercise 7: Generating a MARC Record
IV. Exercises
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Exercise 7: Generating a MARC Record
IV. Exercises
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Exercise 7: Generating a MARC Record
IV. Exercises
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Questions?
Resources
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EAD ToolsResources
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Tinker!
• Gentle Introduction to XML
• EAD Cookbook
• A free XML editor
• Library of Congress EAD files
Resources
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Download via Slideshare:
http://www.slideshare.net/archivistkevin/metro-ead
Twitter @archivistkevin
Thank you!
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