EAD REVISION PROGRESS REPORTEAD Roundtable, SAA 2012, 2012-08-08

THE LONG AND WINDING ROAD

TIMELINE TO DATE

Comments• 2010-10 to

2011-02

Funding• Spring 2011

Revision Forum• SAA 2011

Share Essential Documentation• Winter 2012

TS-EAD Working Meeting• March 2012

Conference calls• Spring/Summer

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

PreliminaryProvisionalContingent

PossiblePotential

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

GithubTestingCommentsReviewChanges

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• 2012 EAD

Roundtable

Alpha Schema Release• Fall 2012• Comments begin

Schema Development Team Meeting• October 2012

Beta Schema Release• 15 January 2013• Final comments

begin

Final comment period ends• 15 February

2013

REMAINING TIMELINETag Library Editorial Meeting• March 2013

Finalize schema requirements and 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 Rushmichael.rush@yale.edutwitter.com/mike_rush