8 Weeks and counting... Presented By: Ms. Zmek & Mr. Proffitt Ms. Zmek & Mr. Proffitt.
Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer...
-
Upload
hope-robinson -
Category
Documents
-
view
217 -
download
0
Transcript of Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer...
![Page 1: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/1.jpg)
Addressing Issues with EAD to Increase Discovery and Access
Merrilee ProffittSenior Program Officer OCLC Research
5 December 2013
OCLC TAI-CHI webinar series
#oclcr
Achieving Thresholds for Discovery
Dan Santamaria
Assistant University Archivist for Technical Services
Seeley G. Mudd Manuscript Library
Princeton University
![Page 2: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/2.jpg)
Issues with EAD
Merrilee Proffitt
Senior Program Officer, OCLC Research
5 December 2013
OCLC TAI-CHI webinar series
#oclcr
Achieving Thresholds for Discovery
![Page 3: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/3.jpg)
http://journal.code4lib.org/articles/8956
![Page 4: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/4.jpg)
4
EAD analysis
• Based on an April 2013 harvest of EAD encoded finding aids for ArchiveGrid
• Analysis of elements that would support five dimensions of a discovery system: 1. Search2. Browse3. Display4. Sort5. Limit
![Page 5: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/5.jpg)
5
EAD analysis
• Focus on support for discovery not standards or best practices (although not mutually exclusive).
![Page 6: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/6.jpg)
A Review of Discovery Options
![Page 7: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/7.jpg)
7
Methodology
• Recreated analysis* done by Wisser and Dean – Xpath queries across the data set
• Considered which elements would (or could) be used to “power” various aspects of discovery
• *not all tables reproduced
![Page 8: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/8.jpg)
8
Methodology
The distribution of element usage was roughly divided into 4 groups:
• Low -- between 0% - 50%• Medium -- between 51% - 80%• High -- between 81% - 95%• Complete -- between 96% - 100%
![Page 9: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/9.jpg)
9
Findings
• Lots of “medium,” few “high” or “complete”
• Even when an element is accounted for, the content may make it difficult to use (unitdate and extent are two examples)
• Most “complete” elements are administrative in nature, or are required by the DTD/schema
• In short, EAD encoding may not (now) give a lot of bang for the discovery buck.
![Page 10: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/10.jpg)
10
Is hope on the horizon?
• Finding aids in ArchiveGrid may represent legacy encoding
• New focus on shared authoring tools may help
• EAD3 may help• Tools and techniques for improving finding
aids (with an emphasis on discovery) may help
![Page 11: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/11.jpg)
11
Over to Dan..
![Page 12: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/12.jpg)
Finding Aids and Thresholds for Discovery at Princeton
Dan Santamaria Seeley G. Mudd Manuscript Library
OCLC Research Webinar
![Page 13: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/13.jpg)
Discovery: Profession-Wide Challenges
• The reluctance to embrace archival standards
• EAD and document-centric description
• Most of all, the persistence of backlogs
![Page 14: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/14.jpg)
Challenges: Backlogs
– AN INTERNET ACCESSIBLE FINDING AID EXISTS FOR 44% OF ARCHIVAL COLLECTIONS
»OCLC “Taking Our Pulse Survey”
![Page 15: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/15.jpg)
Discovery: Institution-Specific Challenges
• Backlogs– Princeton University Archives had no finding
aids as late as 1990.– 2005: 2/3 of University Archives lacked
descriptive records of any kind.
• Little structured data for “Finding Aids” from any division.
• Most arrangement and description work done by staff on short-term and soft money positions.
![Page 16: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/16.jpg)
Thresholds for Discovery: Phase 1
• Efficient backlog reduction
• DACS compliance
• Collection-level and series-level focus
• Make sure all of our collections were represented online
![Page 17: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/17.jpg)
Phase 1: Our ApproachPunting on idiosyncratic legacy description
TMs, pp. numbered 1-62, (pp. numbered 1-23 are photocopies of the original), ANs and holograph corrections 215 pages (pages 19 and 20 are missing). Dates and locations, 1975 March 26-1976 June 29; Princeton, N.J. (1-26, 31-34) Madison, Wis. (26-30) . Hanover, N.H. (34-38) . Sitges, Spain (39-215). Notebook on Casa de campo. Preoccupation with plot details, characterization, chapter transitions. After a long period away from home and from the novel (1-52), the author resumes work on it by re-evaluating each chapter. By the end of the notebook he has completed a second draft of the novel's first part (chs. 1-7) and the first chapter of the second part. The notebook contains a variety of personal comments about the author and those around him.
![Page 18: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/18.jpg)
Phase 1: Our Approach
• Stated goals– Provide minimum level of online access to
collections (collection-level records).– Gain acceptable level of intellectual control
over collections.– Provide a centralized entry point for
researchers and staff.
![Page 19: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/19.jpg)
Phase 1: Our Approach
• Survey entire holdings and record holdings/location information and very basic descriptive data
• Create collection-level records for all collections – MARC– DACS single-level optimum
![Page 20: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/20.jpg)
Collection-Level EAD
![Page 21: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/21.jpg)
Phase 1: Results
• All collections encoded in EAD and MARC by end of 2007
• DACS single-level and multi-level optimum
• Processing and retro-conversion happening concurrently– More than 800 finding aids encoded, 2006-
2007– More than 2500 linear feet
processed/described in 2006-2007
![Page 22: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/22.jpg)
Thresholds for Discovery: Phase 2
![Page 23: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/23.jpg)
Phase 2: Requirements and Goals
![Page 24: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/24.jpg)
Principles
• User focus– Find– Identify– Select – Obtain
• Data not documents
![Page 25: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/25.jpg)
Data Analysis
![Page 26: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/26.jpg)
Search/Browse/Sort/Display/Limit
![Page 27: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/27.jpg)
Search/Browse/Sort/Display/Limit
![Page 28: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/28.jpg)
Search/Browse/Sort/Display/Limit
![Page 29: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/29.jpg)
Beyond Collection-Level
Sort by title Sort by date
![Page 30: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/30.jpg)
Data Enhancement
• Specific Elements– Dates– Extent– Titles– Creators– “Access Points”– Digital Content
• ALL EADs– Minimize mixed
content– Unnumber <c0X>– Denested
<unititle> and <unidate>
– Remove <head> and @label
![Page 31: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/31.jpg)
Dates
Collection-Level• Virtually all present• Virtually all normalized• Little work required
Component-Level
• WORK REQUIRED!• 2 months
![Page 32: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/32.jpg)
Extent
Collection-level• Virtually all present• Little structure• Effective for display • Ineffective for sorting;
reporting; analysis
Component-level• Consistently present
at series/subseries level
• Infrequently present at lower component levels
• Little structure
![Page 33: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/33.jpg)
Coming Soon: <physdescstructured>
• Attributes:– @coverage = whole or part– @physdescstructuredtype = carrier,
materialtype, or spaceoccupied
• Required Elements– <quantity> – <unittype>
![Page 34: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/34.jpg)
Access Points: Subjects and “Topics”
<subject rules="local" source="local" encodinganalog="690" authfilenumber="t9">American literature
</subject>
EAD SKOS
![Page 35: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/35.jpg)
Indexing
![Page 36: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/36.jpg)
Component Identifiers
<c id="C0041_c0070" level="series"><did>
<unittitle>Series 3: Correspondence
</unittitle> <unitdate normal="1951-08-21/1978-12-31"
type="inclusive">1951 August 21-1978
</unitdate> <physdesc> <extent type="computed">1 folder</extent> </physdesc></did>
![Page 37: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/37.jpg)
Data Management
• RelaxNG schema– Loose– Strict
• Normalization tool
![Page 38: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/38.jpg)
Lessons Learned
Iterative Description Works
![Page 39: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/39.jpg)
Lessons Learned: Content Standards
![Page 40: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/40.jpg)
Lessons LearnedUsability
![Page 41: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/41.jpg)
Lessons Learned: Discovery Happens Elsewhere
55%
19%
10%
8%
4%
2% 1% 1%
Traffic Sources
google / organic(direct) / (none)princeton.edu / referralen.wikipedia.org / referrallibrary.princeton.edu / referralbing / organiccatalog.princeton.edu / referralyahoo / organic
![Page 42: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/42.jpg)
Lessons Learned
Think beyond EAD: Monitor developments with conceptual models and linked data.
http://www.ica.org/13799/the-experts-group-on-archival-description/
![Page 43: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/43.jpg)
Where to Start
1. DACS2. Structure3. Iterate
Tools that support all three
![Page 44: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/44.jpg)
CreditsArchival Description Working Group(2011-2013)
• Maureen Callahan
• John Delaney• Shaun Ellis• Regine Heberlein
• Dan Santamaria
• Jon Stroop• Don Thornbury
![Page 46: Addressing Issues with EAD to Increase Discovery and Access Merrilee Proffitt Senior Program Officer OCLC Research 5 December 2013 OCLC TAI-CHI webinar.](https://reader035.fdocuments.in/reader035/viewer/2022062500/5697bfcf1a28abf838caa210/html5/thumbnails/46.jpg)
Thank You!
©2013 OCLC. This work is licensed under a Creative Commons Attribution 3.0 Unported License. Suggested attribution: “This work uses content from “Achieving Thresholds for Discovery” © OCLC & Dan Santamaria, used under a Creative Commons Attribution license: http://creativecommons.org/licenses/by/3.0/”
Merrilee Proffitt [email protected]
Dan Santamaria [email protected]