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EAD REVISION
PROGRESS REPORT
EAD Roundtable, SAA 2012, 2012-08-08
THE LONG AND WINDING
ROAD
TIMELINE TO DATE

Comments             Funding           Revision Forum
• 2010-10 to 2011-   • Spring 2011     • SAA 2011
  02




Conference calls     TS-EAD            Share Essential
• Spring/Summer      Working Meeting   Documentation
  2012               • March 2012      • Winter 2012
WITH A LITTLE HELP FROM MY
FRIENDS
SUPPORT
   Gladys Krieble Delmas Foundation
   National Endowment for the Humanities
   Nationaal Archief of the Netherlands
   Beinecke Rare Book and Manuscript
    Library, Yale University
GET BACK
POINTS OF EMPHASIS
   Achieving greater conceptual and semantic
    consistency in the use of EAD.

   Exploring mechanisms whereby EAD-
    encoded information might more
    seamlessly and effectively connect
    with, exchange, or incorporate data
    maintained according to other protocols.
POINTS OF EMPHASIS
   Improving the functionality of EAD for
    representing descriptive information
    created in international and particularly in
    multilingual environments.

   Being mindful that a new version will affect
    current users.
DRIVE MY CAR
COMMUNITY COMMENTS
   Non-Descriptive
     Schema   and documentation
     General nature and purpose

     Relationships to related resources and entities

     EAD Header
COMMUNITY COMMENTS
   Descriptive
     Hierarchy  elements
     Wrapper elements

     Controlled terms

     Digital Archival Objects

     Date encoding

     Languages and scripts

     Other elements
HELLO GOODBYE
GENERAL PROCEDURES
   Elimination of elements deprecated in
    EAD2002
     <add>

     <admininfo>

     <dentry>

     <drow>

     <organization>

     <tspec>

     @langmaterial,   @legalstatus, @otherlegalstatus
   Deprecation as a blanket rule for new
    removals
2011 QUALIFIERS

   Preliminary
   Provisional
   Contingent
    Possible
    Potential
2012 QUALIFIERS

       Likely

   Highly Likely

But nothing is final.
HELTER SKELTER
DISENTANGLE DESCRIPTIVE
ELEMENTS
   Remove <arrangement> from <scopecontent>
   Remove <acqinfo> from <custodhist>
   Remove <legalstatus> from <accessrestrict>
    [and promote it to a sibling]
   Remove <unitdate> from <unittitle>
   Eliminate recursion
     bioghist/bioghist
     controlaccess/controlaccess
     Provide   alternative using <div>
REDUCE SEMANTIC
              OVERLOAD
   <note>
    8   distinct uses in EAD:
      <notestmt>
      <titlepage>   or <div> [in <frontmatter>
      <did>
      <did> sibling
      Within <did> siblings [as a block element]
      Recursively within <note>
      Within block elements like <p> [as mixed content]
      <namegrp>
UPDATE ACCESS TERMS
   Split mixed content and block uses of access
    term elements into separate elements
     Separate   semantics of the following:
       <p>Includes  correspondence from
        <persname>John Lennon.</persname></p>
       <controlaccess>
               <persname>Lennon, John.</persname>
        </controlaccess>
UPDATE ACCESS TERMS
   Enable <part>
     <controlaccess>
       <persname>
             <part>Lennon, John, </part>
             <part>1940-1980</part>
       </persname>
     </controlaccess>
ALIGN WITH XHTML
   Minor tweaks to <table>
   Minor tweaks to <list>
   Remove <table>, <list>, and <chronlist> from
    within <p>
   Limit <blockquote> to a block element, add
    <quote> for inline use.
SIMPLIFY LINKS
   Consolidate <extref>, <extptr>, <ref>, and
    <ptr> to just <ref>
   Remove linking attributes from assorted
    elements, e.g. <title>
   Deprecate extended links
     <daogrp>

     <linkgrp>

   Remove XLINK namespace, but implement
    linking attributes isomorphic with XLINK
SUPPORT MULTIPLE
            LANGUAGES
   Add language code and script code attributes
    to each non-empty element
REDUCE MIXED CONTENT
   Reduce mixed content by more carefully
    considering what elements are appropriate
    within a given element
   Examples:
     Limit available children of <container> to <emph>
      and <ref>
     Limit available children of <langmaterial> to
      <languagef>, <emph>, and <ref>
COME TOGETHER
RECONCILIATION WITH EAC-
          CPF
   Replace <eadheader> with <control>
     Keeping   <filedesc> but replacing the rest
   Add <relations> at all levels *
   Improve data model for dates *
   Improve <chronlist> *

* Pending discussion
ELEANOR RIGBY
DEPRECATED ELEMENTS
   <frontmatter>
   <eadgrp>, <archdescgrp>, <dscgrp>
   <descgrp>
   <fileplan>
   <abbr> + <expan>
   <runner>
   <daogrp> + <linkgrp>
   <note>*
   <dsc>
SHE CAME IN THROUGH THE
BATHROOM WINDOW
ADDITIONS
   Structured <physdesc>
   <formsavailable>
   container/@containerId
   <didnote>
   unittitle/@normal
   <relations>
STRUCTURED PHYSDESC
   <physdesc> will remain
     Unstructured and textual
     Provides migration path

   <physdescstruct> [provisional name] will be
    added
     Fully
          encoded
     Machine actionable
STRUCTURED PHYSDESC
   <physdescstuct>
     @physdesctype
       carrier
       space [space occupied]
       matttype [material type]

     Specified Materials <specmat>
     Physical Type <phystype>

     Physical Details <physdetail>
STRUCTURED PHYSDESC
<physdesc type="carrier">
   <specmat>Diaries</specmat>
   <num>52</num>
   <phystype>volumes</phystype>
   <dimensions>25 cm.</dimensions>
</physdesc>
STRUCTURED PHYSDESC
<physdesc type="space">
   <specmat>Collection</specmat>
   <num>39</num>
   <phystype>linear feet</phystype>
</physdesc>
STRUCTURED PHYSDESC
<physdesc type="mattype">
    <num>27</num>
    <phystype>architectural
  drawings</phystype>
    <physdetail>blueprints</physdetail>
    <dimensions> 28 x 36 inches</dimensions>
</physdesc>
FORMS AVAILABLE
<did>
  <unittitle>Photograph</unittitle>
  <formsavailable>
      <container type=“Box”>1</container>
      <dao href=“url”/>
  </formsavailable>
</did>
CONTAINER ID
<container type=“Box” containerid=“1234”>
  1
</container>

       represents the same container as

<container type=“Box” containerid=“1234”>
  1
</container>
CONTAINER ID
<container type=“Box” containerid=“1234”>
  1
</container>

     represents a different container from

<container type=“Box” containerid=“5678”>
  1
</container>
DID NOTE
   <didnote>
     Contain  PCDATA, mixed content elements
      (<emph>, <ref>, etc.)
     Will not contain <p>, <table>, <list>



    <did>
      <didnote @label=“Note”>Mean Mr. Mustard
      sleeps in the park.</didnote>
    </did>
ADDITIONS
   Structured <physdesc>
   <formsavailable>
   container/@containerId
   <didnote>
   unittitle/@normal
   <relations>
LET IT BE
REJECTED PROPOSALS
   Eliminate <did>
   Eliminate <head>
   Eliminate <abstract>
   Eliminate numbered components
   Make <archdesc> a wrapper tag for
    components alone
   Make @level required for all components
I WANT TO HOLD YOUR
HAND
RELATED TOOLS
   Migration stylesheet(s)
   External validation tools to
     Validate ISO code lists, etc.
     Establishing subset profiles

   Encoding manipulation tools
     Stylesheet
               to change between numbered and
      unnumbered components
MAXWELL’S SILVER
HAMMER
TESTING AND COMMENTS


       Changes    Github



     Review           Testing


              Comme
                nts
SDT GITHUB REPOSITORY


http://github.com/SAA-SDT/EAD-
  Revision
REVISED SCHEMA
   Currently pre-Alpha
   Hacked version of existing schema
   Comprehensive re-write pending

   http://github.com/SAA-SDT/EAD-
    Revision/blob/master/ead_revised.rng
MIGRATION STYLESHEET
   Draft conversion of existing EAD 2002
    instances to new EAD
   Intended to be developed alonside
    schema, but lagging behind

   http://github.com/SAA-SDT/EAD-
    Revision/blob/master/ead2002toEADx.xsl
ISSUE TRACKER
   Three tags for issues
     “Bugs”

     (TS-EAD)“Feature Requests”
     “Comments”



   http://github.com/SAA-SDT/EAD-
    Revision/issues
TOMORROW NEVER
KNOWS
REMAINING TIMELINE

Progress Report         Alpha Schema         Schema
• 2012 EAD Roundtable   Release              Development
                        • Fall 2012          Team Meeting
                        • Comments begin     • October 2012




                        Final comment        Beta Schema
                        period ends          Release
                        • 15 February 2013   • 15 January 2013
                                             • Final comments begin
REMAINING TIMELINE
Tag Library         Finalize schema
Editorial Meeting   requirements and
• March 2013        tag library
                    • 1 April 2013




                    Schema and tag
                    library release
                    • 1 July 2013
YOU KNOW MY NAME
(LOOK UP THE NUMBER)
FURTHER INFORMATION
   SAA Standards Portal
     http://www2.archivists.org/standards

   Schema Development Team Github
    Repository
       http://github.com/SAA-SDT/EAD-Revision
   Library of Congress EAD List
   EAD Roundtable List
CONTACT



     Michael Rush
michael.rush@yale.edu
twitter.com/mike_rush

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Ad

EAD Revision Progress Report, 2012-08-08

  • 1. EAD REVISION PROGRESS REPORT EAD Roundtable, SAA 2012, 2012-08-08
  • 2. THE LONG AND WINDING ROAD
  • 3. TIMELINE TO DATE Comments Funding Revision Forum • 2010-10 to 2011- • Spring 2011 • SAA 2011 02 Conference calls TS-EAD Share Essential • Spring/Summer Working Meeting Documentation 2012 • March 2012 • Winter 2012
  • 4. WITH A LITTLE HELP FROM MY FRIENDS
  • 5. SUPPORT  Gladys Krieble Delmas Foundation  National Endowment for the Humanities  Nationaal Archief of the Netherlands  Beinecke Rare Book and Manuscript Library, Yale University
  • 7. POINTS OF EMPHASIS  Achieving greater conceptual and semantic consistency in the use of EAD.  Exploring mechanisms whereby EAD- encoded information might more seamlessly and effectively connect with, exchange, or incorporate data maintained according to other protocols.
  • 8. POINTS OF EMPHASIS  Improving the functionality of EAD for representing descriptive information created in international and particularly in multilingual environments.  Being mindful that a new version will affect current users.
  • 10. COMMUNITY COMMENTS  Non-Descriptive  Schema and documentation  General nature and purpose  Relationships to related resources and entities  EAD Header
  • 11. COMMUNITY COMMENTS  Descriptive  Hierarchy elements  Wrapper elements  Controlled terms  Digital Archival Objects  Date encoding  Languages and scripts  Other elements
  • 13. GENERAL PROCEDURES  Elimination of elements deprecated in EAD2002  <add>  <admininfo>  <dentry>  <drow>  <organization>  <tspec>  @langmaterial, @legalstatus, @otherlegalstatus  Deprecation as a blanket rule for new removals
  • 14. 2011 QUALIFIERS Preliminary Provisional Contingent Possible Potential
  • 15. 2012 QUALIFIERS Likely Highly Likely But nothing is final.
  • 17. DISENTANGLE DESCRIPTIVE ELEMENTS  Remove <arrangement> from <scopecontent>  Remove <acqinfo> from <custodhist>  Remove <legalstatus> from <accessrestrict> [and promote it to a sibling]  Remove <unitdate> from <unittitle>  Eliminate recursion  bioghist/bioghist  controlaccess/controlaccess  Provide alternative using <div>
  • 18. REDUCE SEMANTIC OVERLOAD  <note> 8 distinct uses in EAD:  <notestmt>  <titlepage> or <div> [in <frontmatter>  <did>  <did> sibling  Within <did> siblings [as a block element]  Recursively within <note>  Within block elements like <p> [as mixed content]  <namegrp>
  • 19. UPDATE ACCESS TERMS  Split mixed content and block uses of access term elements into separate elements  Separate semantics of the following:  <p>Includes correspondence from <persname>John Lennon.</persname></p>  <controlaccess> <persname>Lennon, John.</persname> </controlaccess>
  • 20. UPDATE ACCESS TERMS  Enable <part>  <controlaccess> <persname> <part>Lennon, John, </part> <part>1940-1980</part> </persname> </controlaccess>
  • 21. ALIGN WITH XHTML  Minor tweaks to <table>  Minor tweaks to <list>  Remove <table>, <list>, and <chronlist> from within <p>  Limit <blockquote> to a block element, add <quote> for inline use.
  • 22. SIMPLIFY LINKS  Consolidate <extref>, <extptr>, <ref>, and <ptr> to just <ref>  Remove linking attributes from assorted elements, e.g. <title>  Deprecate extended links  <daogrp>  <linkgrp>  Remove XLINK namespace, but implement linking attributes isomorphic with XLINK
  • 23. SUPPORT MULTIPLE LANGUAGES  Add language code and script code attributes to each non-empty element
  • 24. REDUCE MIXED CONTENT  Reduce mixed content by more carefully considering what elements are appropriate within a given element  Examples:  Limit available children of <container> to <emph> and <ref>  Limit available children of <langmaterial> to <languagef>, <emph>, and <ref>
  • 26. RECONCILIATION WITH EAC- CPF  Replace <eadheader> with <control>  Keeping <filedesc> but replacing the rest  Add <relations> at all levels *  Improve data model for dates *  Improve <chronlist> * * Pending discussion
  • 28. DEPRECATED ELEMENTS  <frontmatter>  <eadgrp>, <archdescgrp>, <dscgrp>  <descgrp>  <fileplan>  <abbr> + <expan>  <runner>  <daogrp> + <linkgrp>  <note>*  <dsc>
  • 29. SHE CAME IN THROUGH THE BATHROOM WINDOW
  • 30. ADDITIONS  Structured <physdesc>  <formsavailable>  container/@containerId  <didnote>  unittitle/@normal  <relations>
  • 31. STRUCTURED PHYSDESC  <physdesc> will remain  Unstructured and textual  Provides migration path  <physdescstruct> [provisional name] will be added  Fully encoded  Machine actionable
  • 32. STRUCTURED PHYSDESC  <physdescstuct>  @physdesctype  carrier  space [space occupied]  matttype [material type]  Specified Materials <specmat>  Physical Type <phystype>  Physical Details <physdetail>
  • 33. STRUCTURED PHYSDESC <physdesc type="carrier"> <specmat>Diaries</specmat> <num>52</num> <phystype>volumes</phystype> <dimensions>25 cm.</dimensions> </physdesc>
  • 34. STRUCTURED PHYSDESC <physdesc type="space"> <specmat>Collection</specmat> <num>39</num> <phystype>linear feet</phystype> </physdesc>
  • 35. STRUCTURED PHYSDESC <physdesc type="mattype"> <num>27</num> <phystype>architectural drawings</phystype> <physdetail>blueprints</physdetail> <dimensions> 28 x 36 inches</dimensions> </physdesc>
  • 36. FORMS AVAILABLE <did> <unittitle>Photograph</unittitle> <formsavailable> <container type=“Box”>1</container> <dao href=“url”/> </formsavailable> </did>
  • 37. CONTAINER ID <container type=“Box” containerid=“1234”> 1 </container> represents the same container as <container type=“Box” containerid=“1234”> 1 </container>
  • 38. CONTAINER ID <container type=“Box” containerid=“1234”> 1 </container> represents a different container from <container type=“Box” containerid=“5678”> 1 </container>
  • 39. DID NOTE  <didnote>  Contain PCDATA, mixed content elements (<emph>, <ref>, etc.)  Will not contain <p>, <table>, <list> <did> <didnote @label=“Note”>Mean Mr. Mustard sleeps in the park.</didnote> </did>
  • 40. ADDITIONS  Structured <physdesc>  <formsavailable>  container/@containerId  <didnote>  unittitle/@normal  <relations>
  • 42. REJECTED PROPOSALS  Eliminate <did>  Eliminate <head>  Eliminate <abstract>  Eliminate numbered components  Make <archdesc> a wrapper tag for components alone  Make @level required for all components
  • 43. I WANT TO HOLD YOUR HAND
  • 44. RELATED TOOLS  Migration stylesheet(s)  External validation tools to  Validate ISO code lists, etc.  Establishing subset profiles  Encoding manipulation tools  Stylesheet to change between numbered and unnumbered components
  • 46. TESTING AND COMMENTS Changes Github Review Testing Comme nts
  • 48. REVISED SCHEMA  Currently pre-Alpha  Hacked version of existing schema  Comprehensive re-write pending  http://github.com/SAA-SDT/EAD- Revision/blob/master/ead_revised.rng
  • 49. MIGRATION STYLESHEET  Draft conversion of existing EAD 2002 instances to new EAD  Intended to be developed alonside schema, but lagging behind  http://github.com/SAA-SDT/EAD- Revision/blob/master/ead2002toEADx.xsl
  • 50. ISSUE TRACKER  Three tags for issues  “Bugs”  (TS-EAD)“Feature Requests”  “Comments”  http://github.com/SAA-SDT/EAD- Revision/issues
  • 52. REMAINING TIMELINE Progress Report Alpha Schema Schema • 2012 EAD Roundtable Release Development • Fall 2012 Team Meeting • Comments begin • October 2012 Final comment Beta Schema period ends Release • 15 February 2013 • 15 January 2013 • Final comments begin
  • 53. REMAINING TIMELINE Tag Library Finalize schema Editorial Meeting requirements and • March 2013 tag library • 1 April 2013 Schema and tag library release • 1 July 2013
  • 54. YOU KNOW MY NAME (LOOK UP THE NUMBER)
  • 55. FURTHER INFORMATION  SAA Standards Portal  http://www2.archivists.org/standards  Schema Development Team Github Repository  http://github.com/SAA-SDT/EAD-Revision  Library of Congress EAD List  EAD Roundtable List
  • 56. CONTACT Michael Rush [email protected] twitter.com/mike_rush