Week 7: Fun With Photoshop

Joanna and I got really burned out on encoding. I worked on my Louis Noun finding aid on and off for weeks, and am still only halfway through it because the container lists take FOREVER to mark up by hand. Therefore, we took a break from that last week to work on other neglected tasks.

Specifically, we're focusing on designing the interface that will allow users to search and browse the finding aids. This will include simple keyword and advanced searching, as well as browsing by topic, subject, creator, collection title, collection date, and form/genre. We came up with a list of topical categories for browsing, and worked on mapping EAD elements to MARC record codes for controlled access elements.

We also created a screen shot in Photoshop. It was fun to do something purely creative for a change, but we seemed to be barking up the wrong tree (we were sure Jen would be blown away by our idea to use expandable boxes rather than drop-down menus, but she politely nixed that), so we'll be going back and overhauling the whole thing. That's ok though, because it's an iterative process, as we learned in seminar last semester.

Our next goal is to complete a sample set of finding aids from the three collections (ignoring the container lists for now), and bring those along with our search page ideas to a meeting with Sue and Bryan at the end of the week. They will be responsible for the actual programming, so we'd like to give them something to work with ASAP.

Week 6: Markup Madness

This post will be relatively short because I already wrote it once, after which it was immediately lost to the Internet ether when Blogger went down briefly (and didn't auto save my draft! Bad Blogger!). Here's a quick recap.

My main task this week was to continue encoding a sample finding aid in EAD using the oXygen text editor. Joanna and I each chose f.a.'s from the Iowa Women's Archive to mark up separately, after which we will compare notes and try to come up with an EAD template that can be used for all future finding aids. The next step after that will be to figure out how to plug the template into Archon.

The encoding has been a slow process, because we're using EAD samples we've found online to guide us and they're all a little different. Thus, there is a lot of revision and backtracking as we go. We've learned that EAD is pretty flexible and provides a lot of room for customization. At the same time, this can make it seem somewhat ambiguous and confusing. But I feel I'm making definite progress, and am learning a lot by getting my hands dirty with the actual encoding.

Weeks 4 & 5: Field Trip

Oops. I forgot to post last week because all of us DLS fellows were immersed in the TEI at UIUC. The two-day workshop was intensive and kind of exhausting, but it was relevant to my project and helpful for understanding the text encoding process better. We learned how to use the Oxygen text editor, which will carry over to my work with EAD. And having experience with XML-based markup languages will be useful in general, so it was worth the trip.

To backtrack a bit, the week previous to the workshop Joanna and I had meetings with Wendy Robertson and John Osborn. Wendy discussed strategies for batch migration of legacy finding aids, and we spent most of the rest of the week playing around with that. The process we're testing involves creating tab-delimited text files of the finding aids, plugging them into an Excel spreadsheet, and figuring out how to make the various headings match up. This is easy if the finding aids have a consistent format, but not so easy otherwise. It's very time consuming to get the formatting right, so I'm not sure this method will work for all of the finding aids. We definitely have more work to do to figure it out.

We also talked with John Osborn from ITS about streamlining the process using some form of programming script. He's working on a template script for migrating the finding aids into Archon. Honestly, I'm not clear on this method yet, but hopefully will understand it better as we work on it more.

This week, Joanna and I continued working on the Excel spreadsheets and also practiced marking up finding aids in Oxygen. I'm not sure what else may be in store for next week, but will find out when we have a check-in meeting with Jen on Monday.

Week 3: Meetings

This week consisted of many meetings. On Monday, Joanna, Jen and I met with Sue Julich to learn about Archon, an open-source program for delivering finding aids online in EAD. Sue showed us the basics of the program, and Joanna and I later spent time exploring it ourselves. We plugged in some legacy (i.e. old) finding aids to see how it worked. The nice thing about the software is that you don't have to actually write any EAD code yourself, but can copy and paste text into boxes with the appropriate headers and an EAD document is automatically created. The downside to this might be a lack of control, and that's something we'll have to evaluate as we assess the program further.

We also had meetings with David McCartney from University Archives and Janet Weaver from the Iowa Women's Archives. Like our meeting with Greg Prickman, our purpose was to learn about the current state of finding aids and the typical workflow in those units. The upshot is that all of them have their finding aids available online as static HTML pages. The format and means of processing them differ somewhat from unit to unit, but there don't seem to be any major differences beyond that.

Finally, I spent more time researching EAD to get a firmer grasp on how it is structured and what the different tags mean. I still have a ways to go on that front, as the tag library is quite large. I also took notes from the book "Arranging and Describing Archives and Manuscripts" by Kathleen Roe, to get a clearer understanding of terminology used in the archives world (fonds, series, manuscript vs. record group, etc.) that may be useful for learning EAD.

Next week, there's a data migration meeting planned with Wendy Robertson on Monday. Aside from that I plan to continue doing research, working with Archon, and playing around with EAD tags. Over the weekend, I'll be attending a TEI (Text Encoding Initiative) workshop at the University of Illinois. TEI is a markup language similar to EAD. Hopefully, learning it will prove to be very helpful for this project.

Week 2: The Fog is Lifting

While the first round of articles I read last week were definitely a bit over my head, I feel I am starting to understand better the whole concept of EAD and how it works. I generally need to try something out in order to really grasp it, so the time I spent yesterday actually working with an EAD document was pretty helpful. Jen had Joanna and I copy an EAD template online from a finding aid for a collection at the UC Irvine libraries, and replace the content with elements from Iowa Women's Archives finding aids. It was good practice, and helped me see how an EAD document is structured and how it relates to an HTML finding aid. I could only get so far with the document because the UC and UI finding aids were structured differently enough that they appeared to be only partially translatable. I also didn't understand what all the tags meant. There's still a steep learning curve to overcome, but it has gotten a little less intimidating.

On Thursday, Joanna, Jen and I had a meeting with Greg Prickman from Special Collections. The purpose was to assess the scope and format of finding aids currently being used in that department, to give us a clearer idea of what we'll be dealing with in planning the EAD migration. Joanna and I prepared a set of questions about the collections and how they are described. We learned that there are approximately 2,000 finding aids, and that they are all in HTML created from a standard template. This is good news, as it should make the creation of EAD records easier.

We will also schedule meetings with representatives from University Archives and the Iowa Women's Archive to learn about their collections. Next week, we will revisit the EAD templates we started; meet with Sue Julich to get an introduction to Archon, an archival information system; and continue doing research.

Week 1 (2.0): New Semester, New Project

After finishing up the recipe pamphlet digital collection over winter break, and taking a much-needed breather from school, I'm gearing up to start a brand new project this semester. And I have a partner! Joanna Lee and I are going to be working together on the Encoded Archival Description (EAD) pilot collection. I will again be working in Digital Library Services, with Jen Wolfe and Sue Julich as project mentors.

For any non-library types in the audience, EAD is an XML markup language that enables encoding of archival finding aids into records that are platform-independent, machine-readable, and fully searchable. In other words, it will allow users to search across various online indexes of archival collections, which are currently not standardized.

This project should prove to be fairly different from the previous one, as it will involve figuring out how to implement a new process that isn't yet in place. This will require researching how other institutions have used EAD and determining the best way to begin using it at the U of I Libraries. As I understand it, the end goal is to produce a prototype EAD collection on which to base future migration of HTML finding aids.

Our first assignment from Jen has been to research EAD and find case studies discussing its integration into other institutions' collections. We are looking at online resources and reading articles from LIS journals. On Monday, we'll be meeting with her to discuss what we've learned. The next step will be to start analyzing other EAD sites on the Web.

Week 15: Wrapping Up

This week I wrapped up the web interface design, except for one feature on the home page allowing users to search pamphlets by category. That probably won't be active until all the pamphlets have been added. But other than that, everything is basically done. I got feedback from Sid in Special Collections, and made some adjustments based on his suggestions. I've gotten positive responses from everyone I've shown the design to, and I am very happy with the end product. I was lucky to have a good web designer to work with, as I couldn't have made it look nearly as good on my own. Thanks Linda!

I also began receiving some assistance from Bobby, the DLS library assistant, who has started scanning and cropping pamphlets for me to upload and catalog. This saves a lot of time on my end and will enable me to expand the collection size considerably. The help is greatly appreciated. Bobby will continue where I left off when I finish my stint on the project, so I went over with him my criteria for selecting pamphlets and showed him where they are located in Special Collections. Since I've only had time to look through maybe half the boxes containing pamphlets, I will leave him a list so he knows which ones to focus on after I'm gone.

I didn't get around to working on my presentation for finals week, so I'll start that next week in addition to continuing with production.