Northwest Digital Archives (NWDA) EAD Training Webinar 2. Jodi Allison-Bunnell NWDA Program Manager
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1 Northwest Digital Archives (NWDA) EAD Training Webinar 2 Jodi Allison-Bunnell NWDA Program Manager
2 Homework Review
3 Encoded Archival Description (EAD) Overview
4 What is EAD? Data structure standard DACS is a data content standard Electronically encodes elements of finding aids and their relationships to one another
5 This. Goes In this box Finding Aid Title
6 Encoding Concepts Classes of documents Types of Markup Descriptive Markup Document Type Definitions (DTDs)
7 Classes of Documents Fiction Historical Western Book Title page Table of Contents Chapters Appendix Index
8 Types of Markup Procedural: Display Descriptive: Structural (components) Referential: Linking
9 Descriptive Markup Defines components of class of documents Defines relationships between elements Specifies frequency (repeatable, optional, mandatory) Establishes the sequence of elements Codified in a DTD Documentation: EAD Tag Library, 2002
10 DTDs Literary Texts: TEI Archival Inventories: EAD Library catalog records: MARC
11 Separating Markup and Display Output: Browser, Print Content: EAD document Presentation: Stylesheet
12 What EAD enables Use of finding aid content as data Standardized data exchange Data longevity and migration Structured display, navigation, searching Multilevel description, and relating those levels to one another
13 XML Concepts Elements: units of information (nouns) Attributes: modify elements (adjectives) Entities: external files DTD: defines document structure Stylesheets: prescribe presentation
14 Elements Have start and end tags <unitdate> </unitdate> Have formal names and tag names Formal name: Date of the Unit Tag name: <unitdate> May contain other elements
15 Attributes Modify the meaning of elements <date> Attributes of dates: calendar type, era, certainty <date calendar= gregorian era= ce certainty= exact >
16 Entities A set of characters referenced as a unit: Special characters Non-text files (images, sound files, logos) External text files (boilerplate text, addresses)
17 Stylesheet Separate file Can supply default text (headings) Controls presentation of data Text format: font, size, color Text layout: indents, line spacing, line breaks Change this, and they all change Complex programming
18 Separating Markup and Display Output: Browser, Print You do this part Content: EAD document Presentation: Stylesheet NWDA does this
19 EAD 2002 Tag Library Tag Library Conventions Attributes EAD elements Crosswalks
20 NWDA Best Practice Guidelines Based on OAC and RLG guidelines Developed, revised, and maintained by the Standards Working Group Important to know Required, Mandatory if Applicable, Recommended, and Optional elements and attributes Data exchange and presentation depend on compliance with guidelines Encoding for appearance? NOT!
21 EAD Design: Multilevel Description Title-page description of finding aid document Collection-level general description of the materials in the collection Description of series or other groupings within collection; may include details down to file, item, etc.
22 EAD High Level Three Big Sections <ead> <eadheader> describes the finding aid <archdesc> describes the collection <dsc> detailed description of the collection </ead>
23 First Major Section: EAD Header <eadheader> <eadid> <filedesc> <profiledesc> <revisiondesc> </eadheader> *This is the least flexible section of an EAD finding aid. Best Practices rule. Mostly does not appear in presentation of finding aid.
24 EAD ID <eadid> : Unique identifier for the finding aid, not the collection Different from DACS Reference Code Element!
25 The <eadid> Song (Sing to Old MacDonald Had a Farm ) A finding aid it had a name, <eadid> Computers could read it just the same, <eadid> With an ARK ARK here and an ARK ARK there..
26 Forming an identifier Obtain from utility site Will look like this: 80444/xv51643 Stable identifier Facilitates search engine harvesting
27 File Description <filedesc> contains: <titleproper>: main and NWDA filing titles <author>: of finding aid <publicationstmt>: repository
28 Profile Description <profiledesc> <creation> <date>who encoded finding aid and when <langusage>language of finding aid (optional) <revisiondesc> Changed made in finding aid after initial encoding
29 Second Major Section: Archdesc <archdesc> Level: collection, recordgrp, series, subgrp, subseries, otherlevel <archdesc> Type: guide, inventory, register, accession Still fairly inflexible. This section must be fairly uniform for data exchange. Most elements appear in on-screen presentation of finding aid.
30 <archdesc> <did> Wrapper element for core information about the collection
31 <did> contents <repository> Name, address <unitid> Unique collection number <origination> Creator of collection <unittitle> Title of collection <unitdate> Dates of collection (span/bulk) <physdesc> Bulk of collection <abstract> Brief description of creator/collection <langmaterial> Language of material
32 Other <archdesc> elements <bioghist> Biographical/Historical note <scopecontent> Scope and Content note <arrangement> Arrangement of materials <accessrestrict> and <userestrict> <prefercite> Preferred citation <acqinfo> Acquisition information <processinfo> Processing information <separatedmaterial> Separated materials <controlacces> Catalog headings
33 Third Major Section: Detailed Description of Collection <dsc> Wrapper element for this section Contains nested <c0x> elements: <c01>subgroup <c02>series <c03>file <c04>item </c04></c03></c02></c01> Each <c0x> element contains further descriptive elements, including a <did> and container information
34 <dsc> continued This is the most flexible section of an EAD finding aid Local practice mostly rules
35 Exercise: Identify EAD elements in Smith Papers
36 Title (but of the finding aid, not the colleckon Guide to the Carita Gertrude Smith Papers,
37 Title (but of the finding aid, not the colleckon Guide to the Carita Gertrude Smith Papers, <Ktleproper>
38 Reference Code Manuscript CollecKon 002, MtLPH, US
39 Reference Code? Manuscript CollecKon 002, MtLPH, US
40 Name and LocaKon of Repository Lone Pine Historical Society Archives PO Box 225 Lone Pine, MT 59921
41 Name and LocaKon of Repository <address> Lone Pine Historical Society Archives PO Box 225 Lone Pine, MT 59921
42 Not a DACS required element Finding aid prepared by Jodi Allison- Bunnell, 2002
43 Not a DACS required element Finding aid prepared by Jodi Allison- Bunnell, 2002 Not required <author><date>
44 Not a DACS required element Funding for preparing this finding aid was provided through a grant awarded by the NaKonal Historical PublicaKons and Records Commission
45 Not a DACS required element Funding for preparing this finding aid was provided through a grant awarded by the NaKonal Historical PublicaKons and Records Commission Not required <sponsor>
46 IdenKficaKon of the Whole- Part RelaKonship Overview of the Collec/on
47 IdenKficaKon of the Whole- Part RelaKonship Overview of the Collec/on <archdesc>
48 Creator Smith, Carita Gertrude,
49 Creator <originakon><persname> Smith, Carita Gertrude,
50 Title Date Carita Gertrude Smith Papers,
51 Title Date Carita Gertrude Smith Papers, <uni^tle> <unitdate>
52 Extent 1 linear foot
53 Extent 1 linear foot <extent>
54 Language and Scripts of the Materials Language The colleckon is in English.
55 Language and Scripts of the Materials Language The colleckon is in English. <langmaterial><language>
56 Scope and Content Summary Carita Gertrude Smith was a resident of Big Sandy, Montana, and taught in small schools in north and south central Montana. The colleckon contains her personal papers.
57 Scope and Content Summary Carita Gertrude Smith was a resident of Big Sandy, Montana, and taught in small schools in north and south central Montana. The colleckon contains her personal papers. <scopecontent>
58 Reference Code Manuscript CollecKon 002, MtLPH, US
59 Reference Code <unikd> Manuscript CollecKon 002, MtLPH, US
60 Name and LocaKon of Repository Lone Pine Historical Society Archives PO Box 225 Lone Pine, MT 59921
61 Name and LocaKon of Repository Lone Pine Historical Society Archives PO Box 225 Lone Pine, MT <repository> <address>
62 Biographical Note Biographical Note Carita Gertrude Smith was born in Bo^neau County, North Dakota, on December 7, 1912 to Thomas and Bertha Smith. She was followed by a brother, Samuel, in The Smiths relocated to Big Sandy, Montana, in 1917, where they homesteaded. He ran a barber shop in town; she was a midwife. Carita acended Big Sandy schools, graduakng in 1930 from Big Sandy High School. She earned a teaching cerkficate from the normal school in Havre in 1931 and went on to teach in a variety of Montana schools, including Toston and Whitefish. Between 1942 and 1943, she married Arden William Bunny Bunnell of North Place, Nebraska. They lived in a number of locakons in the eastern United States before se^ng in Pocatello, Idaho. They had two sons, Roy and Jon. Mr. Bunnell died in 1978; Mrs. Bunnell died in 2003.
63 Biographical Note <bioghist> Biographical Note Carita Gertrude Smith was born in Bo^neau County, North Dakota, on December 7, 1912 to Thomas and Bertha Smith. She was followed by a brother, Samuel, in The Smiths relocated to Big Sandy, Montana, in 1917, where they homesteaded. He ran a barber shop in town; she was a midwife. Carita acended Big Sandy schools, graduakng in 1930 from Big Sandy High School. She earned a teaching cerkficate from the normal school in Havre in 1931 and went on to teach in a variety of Montana schools, including Toston and Whitefish. Between 1942 and 1943, she married Arden William Bunny Bunnell of North Place, Nebraska. They lived in a number of locakons in the eastern United States before se^ng in Pocatello, Idaho. They had two sons, Roy and Jon. Mr. Bunnell died in 1978; Mrs. Bunnell died in 2003.
64 Scope and Content Content DescripKon of CollecKon The colleckon consists of Smith s personal and professional papers. They document her high school career in Big Sandy and Kme teaching in one- room schools in Montana.
65 Scope and Content <scopecontent> Content DescripKon of CollecKon The colleckon consists of Smith s personal and professional papers. They document her high school career in Big Sandy and Kme teaching in one- room schools in Montana.
66 Not a DACS required element Arrangement The colleckon is arranged in three series: Series I: Personal Papers Series II: School Papers Series III: Photographs
67 Not a DACS required element Arrangement The colleckon is arranged in three series: Series I: Personal Papers Series II: School Papers Series III: Photographs Not a required element <arrangement>
68 CondiKons Governing Access Use of the Collec/on RestricKons on Access The colleckon is open for research.
69 CondiKons Governing Access Use of the Collec/on RestricKons on Access The colleckon is open for research. <accessrestrict>
70 Not a DACS required element Administra/ve Informa/on AcquisiKon InformaKon Gii of Roy Bunnell, 2003.
71 Not a DACS required element Administra/ve Informa/on AcquisiKon InformaKon Gii of Roy Bunnell, Not required <acqinfo>
72 Not a DACS required element Processing InformaKon The colleckon was processed for the first Kme in 2003.
73 Not a DACS required element Processing InformaKon The colleckon was processed for the first Kme in Not required <processinfo>
74 Not a DACS required element Separated Material Two Big Sandy High School yearbooks were removed to the library colleckon.
75 Not a DACS required element Separated Material Two Big Sandy High School yearbooks were removed to the library colleckon. Not required <separatedmaterial>
76 Access Points Subjects Smith, Carita Gertrude, Archives. Big Sandy (Mont.) Schoolteachers Montana. Midwives Montana.
77 Access Points Subjects Smith, Carita Gertrude, Archives. Big Sandy (Mont.) Schoolteachers Montana. Midwives Montana. Not required <controlaccess>
78 What s the Minimum? EAD is a Framework!
79 <eadheader> <archdesc>
80 <eadheader> <eadid> <filedesc> <Ktlestmt> <Ktleproper> <date> <Ktleproper> <publicakonstmt> <publisher> <date> <address> <addressline> <profiledesc> <langusage> <language>
81 <archdesc> <did> <repository> <corpname> <unikd> <uni^tle> <unitdate> <physdesc> <extent> <abstract> <langmaterial> </did> <scopecontent> <accessrestrict> <controlaccess> <subject>
82 Now the boxes get dressed up!
83 <ead> <eadheader id= a0 langencoding= iso639-2b scriptencoding= iso15924 relatedencoding= dc repositoryencoding= iso15511 countryencoding= iso dateencoding= iso8601 > <eadid countrycode= us mainagencycode= [MARC code] idenkfier= [ARK] > <filedesc> <Ktlestmt> <Ktleproper encodinganalog= Ktle > <date> <Ktleproper type= filing altrender= nodisplay > <publicakonstmt> <publisher encodinganalog= publisher > <date normal= [normalized date] encodinganalog= date > <address> <addressline> <profiledesc> <langusage> <language encodinganalog= language langcode= eng scriptcode= latn >
84 <archdesc level= [level] type= [type] relatedencoding= marc21 > <did id= a1 > <repository> <corpname> <unikd countrycode= us repositorycode= [MARC code] > <uni^tle> <unitdate type= [inclusive or bulk] normal= [normalized date] > <physdesc> <extent> <abstract> <langmaterial> </did> <scopecontent id= a3 > <accessrestrict id= a14 > <controlaccess id= a12 > <controlaccess> <subject altrender= nodisplay source= nwda >
85 <ead> <eadheader id= a0 langencoding= iso639-2b scriptencoding= iso15924 relatedencoding= dc repositoryencoding= iso15511 countryencoding= iso dateencoding= iso8601 >
86 <ead> <eadheader id= a0 langencoding= iso639-2b scriptencoding= iso15924 relatedencoding= dc repositoryencoding= iso15511 countryencoding= iso dateencoding= iso8601 >
87 <eadid countrycode= us mainagencycode= [MARC code] idenkfier= [ARK] > </eadid>
88 <eadid countrycode= us mainagencycode= xolph idenkfier= 80444/xv12345 >MtLPHMss002.xml </eadid>
89 <filedesc> <Ktlestmt> <Ktleproper encodinganalog= Ktle > <date></date></ktleproper>
90 <filedesc> <Ktlestmt> <Ktleproper encodinganalog= Ktle >Guide to the Carita Gertude Smith Papers <date> </date></ktleproper>
91 <Ktleproper type= filing altrender= nodisplay > </ Ktleproper>
92 <Ktleproper type= filing altrender= nodisplay >Smith (Carita Gertrude) Papers</Ktleproper>
93 <publicakonstmt> <publisher encodinganalog= publisher ></publisher> <date normal= [normalized date] encodinganalog= date ></date>
94 <publicakonstmt> <publisher encodinganalog= publisher >Lone Pine Historical Society</publisher> <date normal= 2002 encodinganalog= date >2002</date>
95 <address> </address> <addressline></addressline>
96 <address> <addressline>lone Pine Historical Society</addressline> <addressline>po Box 225</addressline> <addressline>lone Pine, MT 59901</addressline> <addressline> </addressline> <addressline>hcp://lonepinehistorical.org</addressline> </address>
97 <profiledesc> <langusage> <language encodinganalog= language langcode= eng scriptcode= latn ></language> </langusage>
98 <profiledesc> <langusage>finding aid wricen in <language encodinganalog= language langcode= eng scriptcode= latn >English</language> </langusage>
99 <archdesc level= [level] type= [type] relatedencoding= marc21 > <did id= a1 > <repository> <corpname> <unikd countrycode= us repositorycode= [MARC code] > <uni^tle> <unitdate type= [inclusive or bulk] normal= [normalized date] > <physdesc> <extent> <abstract> <langmaterial> </did> <scopecontent id= a3 > <accessrestrict id= a14 > <controlaccess id= a12 > <controlaccess> <subject altrender= nodisplay source= nwda >
100 <archdesc level= [level] type= [type] relatedencoding= marc21 >
101 <archdesc level= colleckon type= guide relatedencoding= marc21 >
102 <did id= a1 >
103 <did id= a1 >
104 <repository> </repository> <corpname></corpname>
105 <repository> </repository> <corpname>lone Pine Historical Society</corpname>
106 <unikd countrycode= us repositorycode= [MARC code] ></unikd>
107 <unikd countrycode= us repositorycode= xolph >Mss 002</uniKd>
108 <uni^tle></uni^tle>
109 <uni^tle>carita Gertude Smith Papers</uni^tle>
110 <unitdate type= [inclusive or bulk] normal= [normalized date] ></unitdate>
111 <unitdate type= inclusive normal= 1912/1942 > </unitdate>
112 <physdesc> </physdesc> <extent></extent>
113 <physdesc> </physdesc> <extent>1 linear foot</extent>
114 <abstract></abstract>
115 <abstract>carita Gertrude Smith was a resident of Big Sandy, Montana, and taught in small schools in north and south central Montana. The colleckon contains her personal papers. </abstract>
116 <langmaterial><language></language></langmaterial>
117 <langmaterial>the colleckon is in<language langcode= eng >English</language></langmaterial>
118 <scopecontent id= a3 ></scopecontent>
119 <scopecontent id= a3 >The colleckon consists of Smith s personal and professional papers. They document her high school career in Big Sandy and Kme teaching in one- room schools in Montana. </scopecontent>
120 <accessrestrict id= a14 ></accessrestrict>
121 <accessrestrict id= a14 >The colleckon is open for research. </accessrestrict>
122 <controlaccess id= a12 > <controlaccess> <subject altrender= nodisplay source= nwda ></subject> </controlaccess> </controlaccess>
123 <controlaccess id= a12 > <controlaccess> <subject altrender= nodisplay source= nwda >Women</ subject> </controlaccess> </controlaccess>
124 Smith, Carita Gertrude,
125 <originakon> <persname encodinganalog="100" role="creator source= lcnaf >Smith, Carita Gertrude, </persname> </originakon>
126 AcquisiKon InformaKon Gii of Roy Bunnell, 2003.
127 <acqinfo encodinganalog="541" id="a19 ><p>gii of Roy Bunnell, 2003.<p></acqinfo>
128 Processing InformaKon The colleckon was processed for the first Kme in 2003.
129 <processinfo encodinganalog="583" id="a20"> <p>the colleckon was processed for the first Kme in 2003.</p> </processinfo>
130 Separated Material Two Big Sandy High School yearbooks were removed to the library colleckon.
131 <separatedmaterial encodinganalog="5440_" id="a7"> <p>two Big Sandy High School yearbooks were removed to the library colleckon.</p> </separatedmaterial>
132 Smith, Carita Gertrude, Archives. Big Sandy (Mont.) Schoolteachers Montana. Midwives Montana.
133 <controlaccess> <persname encodinganalog="600" role="subject">smith, Carita Gertrude, Archives.</persname> </controlaccess>
134 <controlaccess> <geogname role="subject" encodinganalog="651">big Sandy (Mont.) </geogname> </controlaccess>
135 <controlaccess> <subject encodinganalog="650">schoolteachers Montana. </subject> <subject encodinganalog="650">midwives Montana. </subject> </controlaccess>
136 Questions and Discussion
137 Homework: Create your own framework Fill in with your finding aid Prepare to share!
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