Yale University EAD Encoding Best Practice Guidelines 1.0 2006 2011-10 The Yale University EAD Encoding Best Practice Guidelines are intended to establish common encoding practices at Yale. The best practices are expresed as a Relax NG schema. Yale EAD instances should validate against the EAD 2002 XSD Schema. Compliance with the Yale EAD Encoding Best Practices should be checked by external validation using the Relax NG best practices schema (yale.ead2002.rng). The main schema is dependent upon a second schema with datatypes and local settings (yale.ead2002.datatypes.rng). This documentation is recorded in TEI embedded in the Relax NG schema. This XHTML version is generated using an XSLT stylesheet (yale.rng.xhtml.xsl). XML Declaration Each Yale EAD instance must begin with the following XML declaration. <?xml version="1.0" encoding="UTF-8"?> Identifies the document as XML and the character encoding as UTF-8. Required <ead> Element Encoded Archival Description ead The root element of all EAD documents. Organized into two subelements, eadheader and archdesc. Required None No eadheader, archdesc None frontmatter xmlns="urn:isbn:1-931666-22-9", xmlns:xlink="http://www.w3.org/1999/xlink", xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance", xsi:schemaLocation="urn:isbn:1-931666-22-9 http://www.library.yale.edu/facc/schemas/ead/ead.xsd", id None altrender, audience, relatedencoding The id attribute should be the same as the filename of the EAD instance. It corresponds to the Orbis key in the 035 field of the collection-level MARC record. It is also the same as the <eadid> element. urn:isbn:1-931666-22-9 http://www.library.yale.edu/facc/schemas/ead/ead.xsd <eadheader> Elements EAD Header ead/eadheader A wrapper element for bibliographic and descriptive information about the finding aid document rather than the archival materials being described. Required ead No eadid, filedesc, profiledesc revisiondesc None langencoding="iso639-2b", scriptencoding="iso15924", countryencoding="iso3166-1", repositoryencoding="iso15511", dateencoding="iso8601" audience="external | internal", findaidstatus="edited-full-draft", id="" altrender, audience, encodinganalog, relatedencoding The eadheader id attribute is reserved for encoding legacy NOTIS keys. iso639-2b iso15924 iso3166-1 iso15511 iso8601 edited-full-draft external internal EAD Identifier ead/eadheader/eadid A required subelement of eadheader that designates a unique code for a particular EAD finding aid document. Required eadheader No None None None countrycode="us", mainagencycode="", publicid="", url="" identifier="" encodinganalog, urn Examples of element data: beinecke.carson, mssa.ms.1840, mssa.ru.0151, divinity.172, music.smith Each repository has a unique repository code: US-CtY [MSSA], US-CtY-BR [Beinecke], US-CtY-D [Divinity], US-CtY-Mus [Music], US-CtY-A [Art], US-CtY-M [Medical Library],US- CtY-BA [British Art Center] Form Public Identifiers according to the following model:: "-//Yale University::Repository//TEXT (US::Repository Code::::[Finding Aid Title])//EN" Identifier attribute is reserved for Fedora identifier. URL attribute is reserved for the Yale Persistent Link (handle) for the finding aid. <eadid countrycode="us" mainagencycode="US-CtY-BR" publicid="-//Yale University::Beinecke Rare Book and Manuscript Library//TEXT (US::CtYBR::::[Henry de Bourbel Papers])//EN" identifier=""> beinecke.bourbel</eadid> US File Description ead/eadheader/filedesc A required subelement of the eadheader that bundles much of the bibliographic information about the finding aid. Required eadheader No titlestmt, publicationstmt, notestmt None editionstmt, seriesstmt None None altrender, audience, encodinganalog, id Title Statement ead/eadheader/filedesc/titlestmt A required wrapper element within the filedesc portion of eadheader that groups information about the name of an encoded finding aid and those responsible for its intellectual content. Required filedesc No titleproper[@type='formal'], titleproper[@type='filing'] author, subtitle, sponsor None None None altrender, audience, encodinganalog, id Title Proper (Formal) ead/eadheader/filedesc/titlestmt/titleproper[@type="formal"] The formal title of the finding aid, not the title of the group of materials being described. Required titlestmt No None date, emph, lb, num abbr, expan, extptr, ptr type="formal" None altrender, audience, encodinganalog, id, render formal Title Proper (Filing) ead/eadheader/filedesc/titlestmt/titleproper[@type='filing'] A version of the title of the finding aid revised to allow for alphabetization. Required titlestmt No None None abbr, date, emph, expan, extptr, lb, num, ptr type="filing", audience="internal" render="altrender", altrender="nodisplay" encodinganalog, id For personal papers, list last name first, followed by first and middle names in parentheses. For organization records, list names in direct order. For personal papers, list last name first, followed by first and middle names in parentheses. For organization records, list names in direct order. For personal papers: Carson (Rachel) Papers; Ladd (George Trumbull) Papers. For family papers: Bangs Family Papers; Sanford Family Papers. For corporate records: Book and Bond, Yale University, Records; British East India Company Records; Association of Professors and Researchers in Religious Education, Archives. filing altrender nodisplay internal Subtitle ead/eadheader/filedesc/titlestmt/subtitle A secondary or subsidiary name of an encoded finding aid that is subordinate to the main name encoded in titleproper. Optional titlestmt No None date, emph, lb, num abbr, expan, extptr, ptr None None altrender, audience, encodinganalog, id Author ead/eadheader/filedesc/titlestmt/author Name(s) of institution(s) or individual(s) responsible for compiling the intellectual content of the finding aid. Optional titlestmt No None emph, lb extptr, ptr None None altrender, audience, encodinganalog, id Sponsor ead/eadheader/filedesc/titlestmt/sponsor Name(s) of institution(s) or individual(s) who endorsed, financed, or arranged the acquisition, appraisal, and processing of the described materials or the preparation and distribution of the finding aid. Optional titlestmt No None emph, lb extptr, ptr None None altrender, audience, encodinganalog, id Publication Statement ead/eadheader/filedesc/publicationstmt A wrapper element within the filedesc portion of eadheader for information concerning the publication or distribution of the encoded finding aid, including the publisher's name and address, the date of publication, and other relevant details. Required filedesc No publisher, address, date p num None None altrender, audience, encodinganalog, id Publisher ead/eadheader/filedesc/publicationstmt/publisher Name of the party responsible for issuing or distributing the encoded finding aid. Required publicationstmt Yes None emph, lb extptr, ptr None None altrender, audience, encodinganalog, id Repeat publisher as needed for listing library subunits. Note Statement ead/eadheader/filedesc/notestmt A subelement within the filedesc portion of the eadheader that groups note elements, each of which contains a single piece of descriptive information about the finding aid. Required filedesc No note None None None None altrender, audience, encodinganalog, id Best Practices Note ead/eadheader/filedesc/notestmt/note[@type="bpg"] A note to record which version of the Yale EAD Best Practice Guidelines the EAD instance complies with. Required notestmt No p None address, blockquote, chronlist, list, note, table type="bpg" None actuate, altrender, audience, encodinganalog, id, label, show Frontmatter Note ead/eadheader/filedesc/notestmt/note[@type="frontmatter"] A generic element that provides a short statement about the finding aid. Optional notestmt No p None address, blockquote, chronlist, list, note, table type="frontmatter" None actuate, altrender, audience, encodinganalog, id, label, show bpg frontmatter Profile Description ead/eadheader/profiledesc A subelement of the eadheader that bundles information about the creation of the encoded version of the finding aid, including the name of the agent, place, and date of encoding. The profiledesc element also designates the predominant and minor languages used in the finding aid. Required eadheader No creation, langusage, descrules None None None None altrender, audience, encodinganalog, id Creation ead/eadheader/profiledesc/creation A subelement of the profiledesc portion of eadheader used for information about the encoding of the finding aid, including the person(s) or agency(ies) responsible for the encoding, the date, and the circumstances under which the encoding was done. Required profiledesc No date emph, lb abbr, archref, bibref, expan, extptr, extref, linkgrp, ptr, ref, title None None altrender, audience, encodinganalog, id Language Usage ead/eadheader/profiledesc/langusage A subelement within the profiledesc portion of the eadheader that provides a statement about languages, sublanguages, and dialects represented in an encoded finding aid. Required profiledesc No language None abbr, archref, bibref, emph, expan, extptr, extref, lb, linkgrp, ptr, ref, title None None altrender, audience, encodinganalog, id Descriptive Rules ead/eadheader/profiledesc/descrules A subelement of Profile Description profiledesc for the enumeration of the rules, standards, conventions, and protocols used in preparing the description. Required profiledesc No None emph, extref, lb, title abbr, archref, bibref, expan, extptr, linkgrp, ptr, ref None None altrender, audience, encodinganalog, id Revision Description ead/eadheader/revisiondesc An optional subelement of the eadheader for information about changes or alterations that have been made to the encoded finding aid. Optional eadheader No change None list None None altrender, audience, encodinganalog, id Change ead/eadheader/revisiondesc/change A subelement in the revisiondesc portion of eadheader used for a brief description of an update made to an EAD document. Required revisiondesc Yes date, item None None None None altrender, audience, encodinganalog, id Change Item ead/eadheader/revisiondesc/change/item Designates information about a revision to the finding aid. Required change No None emph, lb abbr, address, archref, bibref, blockquote, chronlist, corpname, date, expan, extptr, extref, famname, function, genreform, geogname, linkgrp, list, name, note, num, occupation, origination, persname, ptr, ref, repository, subject, table, title, unitdate, unittitle None None altrender, audience, id EAD Header Paragraph ead/eadheader//p One or more sentences that form a logical prose passage. A paragraph may be a subdivision of a larger composition, or it may exist alone. None blockquote, corpname, famname, function, genreform, geogname, date, emph, extptr, extref, lb, name, num, occupation, persname, ref, subject, title abbr, address, archref, bibref, chronlist, expan, linkgrp, list, note, origination, ptr, repository, table, unitdate, unittitle None None altrender, audience, id EAD Header Date ead/eadheader//date A generic element that contains a month, day, or year in any format. Use date to identify any dates that merit encoding, except for the creation and other relevant dates of the described materials, which are instead tagged with the unitdate element. titleproper[@type='formal'], subtitle, publicationstmt, creation, change, p, item, label, chronitem, event, title, ref, extref None emph, lb extptr, ptr None normal, calendar="gregorian", era="ce", type="original | ead | copyright | revised | XMetaLAuthor | Edix/Wordix | Excel | NoteTabPro | openOffice | OfficeOfOrigin:Word| vendor:ES | vendor:ArchProteus" altrender, audience, certainty, encodinganalog, id gregorian ce <archdesc> Elements Archival Description ead/archdesc A wrapper element for the bulk of an EAD document instance, which describes the content, context, and extent of a body of archival materials, including administrative and supplemental information that facilitates use of the materials. Required ead No did, descgrp, scopecontent, dsc bioghist, arrangement, controlaccess, index, odd accessrestrict, accruals, acqinfo, altformavail, appraisal, bibliography, bioghist, controlaccess, custodhist, dao, daogrp, fileplan, note, odd, originalsloc, otherfindaid, phystech, prefercite, processinfo, relatedmaterial, runner, scopecontent, separatedmaterial, userestrict level="collection", type="register", relatedencoding="MARC21" None altrender, audience, encodinganalog, id, otherlevel collection MARC21 register <archdesc> <did> Elements Descriptive Identification ead/archdesc/did A required wrapper element that bundles other elements identifying core information about the described materials at the collection level. Required archdesc No unittitle, unitdate, unitid, physdesc, abstract, repository head, origination, physloc, langmaterial, materialspec, note container, dao, daogrp None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Overview". Origination ead/archdesc/did/origination Information about the individual or organization responsible for the creation, accumulation, or assembly of the described materials before their incorporation into an archival repository. Optional did Yes One of the following: persname, corpname, or famname None abbr, archref, bibref, emph, expan, extptr, extref, lb, linkgrp, name, ptr, ref, title label="Creator:" None altrender, audience, encodinganalog, id Title of the Unit ead/archdesc/did/unittitle The name, either formal or supplied, of the collection of materials being described. Required did Yes None emph, lb, title abbr, archref, bibref, bibseries, corpname, date, edition, expan, extptr, extref, famname, function, genreform, geogname, imprint, linkgrp, name, num, occupation, persname, ptr, ref, subject, unitdate label="Title:" type altrender, audience, encodinganalog, id Date of the Unit ead/archdesc/did/unitdate The creation year, month, or day of the described materials. Can be expressed as inclusive or bulk dates. Required did Yes None emph, lb abbr, archref, bibref, expan, extptr, extref, linkgrp, ptr, ref, title label="Dates: | Bulk Dates:", type="inclusive | bulk", normal, datechar="creation", calendar="gregorian", era="ce" None altrender, audience, certainty, id inclusive bulk creation gregorian ce ID of the Unit ead/archdesc/did/unitid Any alpha-numeric text string that serves as a unique reference point or control number for the described material, such as a lot number, an accession number, a classification number, or an entry number in a bibliography or catalog. Required did Yes None emph, lb abbr, archref, bibref, expan, extptr, extref, linkgrp, ptr, ref, title label="Call Number:", countrycode="US", repositorycode None altrender, audience, encodinganalog, id, identifier, type US Physical Description ead/archdesc/did/physdesc A wrapper element for bundling information about the extent, size, appearance or construction of the described materials. Required did Yes None dimensions, emph, extent, lb abbr, archref, bibref, corpname, date, expan, extptr, extref, famname, function, genreform, geogname, linkgrp, name, occupation, persname, physfacet, ptr, ref, subject, title label="Physical Description:" None altrender, audience, encodinganalog, id, rules, source Language of the Materials ead/archdesc/did/langmaterial A prose statement enumerating the language(s) of the archival materials found in the unit being described. Optional did No language emph, lb abbr, archref, bibref, expan, extptr, extref, linkgrp, ptr, ref, title label="Language(s):" None altrender, audience, encodinganalog, id Abstract ead/archdesc/did/abstract A very brief summary of the materials being described, used primarily to encode bits of biographical or historical information about the creator and abridged statements about the scope, content, arrangement, or other descriptive details about the archival unit or one of its components. Required did No None emph, lb, title abbr, archref, bibref, expan, extptr, extref, linkgrp, ptr, ref label="Summary:" None altrender, audience, encodinganalog, id, langcode, type Repository ead/archdesc/did/repository The institution or agency responsible for providing intellectual access to the materials being described. Required did No corpname, address None abbr, archref, bibref, emph, expan, extptr, extref, lb, linkgrp, name, ptr, ref, subarea, title label="Repository:" None altrender, audience, encodinganalog, id Physical Location ead/archdesc/did/physloc Information identifying the place where the described materials are stored, such as the name or number of the building, room, stack, shelf, or other tangible area. Optional did No None emph, extref, lb, title abbr, archref, bibref, expan, extptr, linkgrp, ptr, ref label="Physical Location:" None altrender, audience, encodinganalog, id, parent, type Material Specific Details ead/archdesc/did/materialspec Data which are unique to a particular class or form of material and which are not assigned to any other element of description. Examples of material specific details include mathematical data, such as scale for cartographic and architectural records, jurisdictional and denominational data for philatelic records, and physical presentation data for music records. Optional did No None emph, extref, lb, title abbr, archref, bibref, expan, extptr, linkgrp, materialspec, ptr, ref label="Material Specification" None altrender, audience, encodinganalog, id, type Note ead/archdesc/did/note A generic element that provides a short statement that is comparable to MARC field 500. Optional did Yes p None address, blockquote, chronlist, list, note, table label="Note:" encodinganalog="500" actuate, altrender, audience, id, show, type 500 <archdesc> Administrative Information <descgrp> Elements Administrative Information Description Group ead/archdesc/descgrp[@type='admininfo'] A wrapper element used to group together elements relating to administrative information. Required archdesc No head descgrp[@type='provenance'], userestrict, prefercite, accessrestrict, processinfo, relatedmaterial, altformavail, accruals, appraisal, originalsloc, otherfindaid, phystech, separatedmaterial, fileplan, bibliography acqinfo, address, arrangement, bioghist, blockquote, chronlist, controlaccess, custodhist, index, list, note, odd, p, scopecontent, table type="admininfo" id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Administrative Information". admininfo Provenance Description Group ead/archdesc/descgrp[@type='admininfo']/descgrp[@type='provenance'] A wrapper element used to group together elements relating to provenance. Optional descgrp[@type='admininfo'] No head, acqinfo custodhist accessrestrict, accruals, address, altformavail, appraisal, arrangement, bibliography, bioghist, blockquote, chronlist, controlaccess, descgrp, fileplan, index, list, note, odd, originalsloc, otherfindaid, p, phystech, prefercite, processinfo, relatedmaterial, scopecontent, separatedmaterial, table, userestrict type='provenance' id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Provenance". provenance Acquisition Information ead/archdesc/descgrp[@type='admininfo']/descgrp[@type='provenance']/acqinfo Indicates the immediate source of the materials being described and the circumstances under which they were received. Includes donations, transfers, purchases, and deposits. Required descgrp[@type='provenance'] No p blockquote, head, table, list, chronlist acqinfo, address, note None id altrender, audience, encodinganalog Custodial History ead/archdesc/descgrp[@type='admininfo']/descgrp[@type='provenance']/custodhist Information about the chain of ownership of the materials being described, before they reached the immediate source of acquisition. Optional descgrp[@type='provenance'] No p blockquote, head, table, list acqinfo, address, chronlist, custodhist, note None id altrender, audience, encodinganalog Conditions Governing Use ead/archdesc/descgrp[@type='admininfo']/userestrict Information about conditions that affect use of the described materials after access has been granted. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, chronlist, note, userestrict None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Ownership & Copyright". Preferred Citation ead/archdesc/descgrp[@type='admininfo']/prefercite Information about how users should identify the described materials when referring to them in published credits. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, chronlist, note, prefercite None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Cite As". Conditions Governing Access ead/archdesc/descgrp[@type='admininfo']/accessrestrict Information about conditions that affect the availability of the materials being described. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, chronlist, note, accessrestrict, legalstatus None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Information about Access". Processing Information ead/archdesc/descgrp[@type='admininfo']/processinfo Information about accessioning, arranging, describing, preserving, storing, or otherwise preparing the described materials for research use. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, chronlist, note, processinfo None id altrender, audience, encodinganalog, type The heading for this element - encoded in <head> - should be "Processing Notes". Related Material ead/archdesc/descgrp[@type='admininfo']/relatedmaterial Information about materials that are not physically or logically included in the material described in the finding aid but that may be of use to a reader because of an association to the described materials. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, archref, bibref, chronlist, extref, linkgrp, note, ref, relatedmaterial, title None id altrender, audience, encodinganalog, type The heading for this element - encoded in <head> - should be "Associated Materials". Alternative Form Available ead/archdesc/descgrp[@type='admininfo']/altformavail Information about copies of the materials being described, including the type of alternative form, significant control numbers, location, and source for ordering if applicable. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, altformavail, chronlist, note None id altrender, audience, encodinganalog, type The heading for this element - encoded in <head> - should be "Alternative Formats". Accruals ead/archdesc/descgrp[@type='admininfo']/accruals Information about anticipated additions to the materials being described. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list accruals, address, chronlist, note None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Accruals". Appraisal ead/archdesc/descgrp[@type='admininfo']/appraisal Information about the process of determining the archival value and thus the disposition of records based upon their current administrative, legal, and fiscal use; their evidential, intrinsic, and informational value; their arrangement and condition; and their relationship to other records Optional descgrp[@type='admininfo'] No head p, blockquote, table, list appraisal, address, chronlist, note None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Appraisal". Location of Originals ead/archdesc/descgrp[@type='admininfo']/originalsloc Information about the existence, location, availability, and/or the destruction of originals where the unit described consists of copies. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, chronlist, note, originalsloc None id altrender, audience, encodinganalog, type The heading for this element - encoded in <head> - should be "Location of Originals". Other Finding Aid ead/archdesc/descgrp[@type='admininfo']/otherfindaid Information about additional or alternative guides to the described material, such as card files, dealers' inventories, or lists generated by the creator or compiler of the materials. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, archref, bibref, chronlist, extref, linkgrp, note, otherfindaid, ref, title None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Other Finding Aids". Physical Characteristics and Technical Requirements ead/archdesc/descgrp[@type='admininfo']/phystech A description of important physical conditions or characteristics that affect the storage, preservation, or use of the materials described. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, chronlist, note, phystech None id altrender, audience, encodinganalog, type The heading for this element - encoded in <head> - should be "Physical Characteristics / Technical Requirements". Separated Material ead/archdesc/descgrp[@type='admininfo']/separatedmaterial Information about materials that are associated by provenance to the described materials but that have been physically separated or removed. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, archref, bibref, chronlist, extref, linkgrp, note, ref, separatedmaterial, title None id altrender, audience, encodinganalog, type The heading for this element - encoded in <head> - should be "Separated Materials". File Plan ead/archdesc/descgrp[@type='admininfo']/fileplan Information about any classification scheme used for arranging, storing, and retrieving the described materials by the parties originally responsible for creating or compiling them. Optional descgrp[@type='admininfo'] No head p, blockquote, table, list address, bibref, chronlist, fileplan, note, ref, title None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "File Plan". Bibliography ead/archdesc/descgrp[@type='admininfo']/bibliography Citations to works that are based on, about, or of special value when using the materials being described, or works in which a citation to or brief description of the materials is available. Optional descgrp[@type='admininfo'] No head p, bibref, blockquote, list, table address, archref, bibliography, chronlist, extref, linkgrp, note, ref, title None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Bibliography". Other <archdesc> Elements Biography or History ead/archdesc/bioghist A concise essay or chronology that places the archival materials in context by providing information about their creator(s). Optional archdesc Yes head bioghist, blockquote, chronlist, list, p, table address, dao, daogrp, note None altrender, encodinganalog="545", id audience The heading for this element - encoded in <head> - should be either "Biographical Sketch," "Historical Sketch," or the name of the subject. 545 Scope and Content ead/archdesc/scopecontent A prose statement summarizing the range and topical coverage of the described materials, often mentioning the form and arrangement of the materials and naming significant organizations, individuals, events, places, and subjects represented. Required archdesc No head blockquote, chronlist, list, p, table address, arrangement, dao, daogrp, note, scopecontent None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Description of the Papers," "Description of the Records," or "Description of the Collection". Arrangement ead/archdesc/arrangement Information on how the described materials have been subdivided into smaller units, e.g., record groups into series, identifying the logical or physical groupings within a hierarchical structure. Can also be used to express the filing sequence of the described materials, such as the principle characteristics of the internal structure, or the physical or logical ordering of materials, including alphabetical, chronological, geographical, office of origin, and other schemes. Optional archdesc Yes head blockquote, list, p, table address, arrangement, chronlist, note None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Arrangement". Controlled Access Headings ead/archdesc/controlaccess A wrapper element that designates key access points for the described materials and enables authority-controlled searching across finding aids on a computer network. Optional archdesc No head p, corpname, famname, function, genreform, geogname, name, occupation, persname, subject, title, controlaccess address, blockquote, chronlist, list, note, table None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should be "Access Terms". Other Descriptive Data ead/archdesc/odd An element for information about the described materials that is not easily incorporated into one of the other named elements within archdesc and dsc. Usually used for appendices. Optional archdesc Yes head blockquote, chronlist, list, p, table address, dao, daogrp, note, odd type="add | appendix | index | microfilm" id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should start with "Appendix". Index ead/archdesc/index A list of key terms and reference pointers that have been assembled to enhance access to the materials being described. Optional archdesc Yes head, indexentry p, listhead address, blockquote, chronlist, index, list, note, table None id altrender, audience, encodinganalog The heading for this element - encoded in <head> - should start with "Index". Index Entry ead/archdesc/index/indexentry A formatting element that pairs an index term with one or more linking elements. Optional index Yes namegrp, ptrgrp None corpname, famname, function, genreform, geogname, indexentry, name, occupation, persname, ptr, subject, title None id altrender, audience Name Group ead/archdesc/index/indexentry/namegrp A formatting element used in an indexentry to group access element entries that share the same ptrgrp element. Required indexentry No None corpname, famname, function, genreform, geogname, name, occupation, persname, subject, title note None None altrender, audience, id Pointer Group ead/archdesc/index/indexentry/ptrgrp A wrapper element for one or more Pointer ptr or Reference ref elements used in an indexentry. Required indexentry No None ptr, ref None None None altrender, audience, id <dsc> Elements Description of Subordinate Components ead/archdesc/dsc A wrapper element that bundles information about the hierarchical groupings of the materials being described. Required archdesc No head, c01 p, thead address, blockquote, c, chronlist, dsc, list, note, table type="combined" id altrender, audience, encodinganalog, othertype, tpattern The heading for this element - encoded in <head> - should be "Collection Contents". combined Component (First Level) ead/archdesc/dsc/c01 A wrapper element that designates the top or first-level subordinate part of the materials being described. Required dsc Yes did accessrestrict, acqinfo, altformavail, arrangement, bioghist, c02, custodhist, note, originalsloc, otherfindaid, phystech, relatedmaterial, scopecontent, userestrict accruals, appraisal, bibliography, controlaccess, dao, daogrp, descgrp, dsc, fileplan, head, index, odd, prefercite, processinfo, separatedmaterial, thead level="subgrp | series | subseries | file | item | otherlevel", id otherlevel altrender, audience, encodinganalog, tpattern subgrp series subseries file item otherlevel Component (Second Level) ead/archdesc/dsc/c01/c02 A wrapper element that designates a second-level subordinate part of the materials being described. Optional c01 Yes did accessrestrict, acqinfo, altformavail, arrangement, bioghist, c03, custodhist, note, originalsloc, otherfindaid, phystech, relatedmaterial, scopecontent, userestrict accruals, appraisal, bibliography, controlaccess, dao, daogrp, descgrp, dsc, fileplan, head, index, odd, prefercite, processinfo, separatedmaterial, thead id level="series | subseries | file | item | otherlevel", otherlevel altrender, audience, encodinganalog, tpattern series subseries file item otherlevel Component (Third Level) ead/archdesc/dsc/c01/c02/c03 A wrapper element that designates a third-level subordinate part of the materials being described. Optional c02 Yes did accessrestrict, acqinfo, altformavail, arrangement, bioghist, c04, custodhist, note, originalsloc, otherfindaid, phystech, relatedmaterial, scopecontent, userestrict accruals, appraisal, bibliography, controlaccess, dao, daogrp, descgrp, dsc, fileplan, head, index, odd, prefercite, processinfo, separatedmaterial, thead id level=" subseries | file | item | otherlevel", otherlevel altrender, audience, encodinganalog, tpattern subseries file item otherlevel Component (Fourth Level) ead/archdesc/dsc/c01/c02/c03/c04 A wrapper element that designates a fourth-level subordinate part of the materials being described. Optional c03 Yes did accessrestrict, acqinfo, altformavail, arrangement, bioghist, c05, custodhist, note, originalsloc, otherfindaid, phystech, relatedmaterial, scopecontent, userestrict accruals, appraisal, bibliography, controlaccess, dao, daogrp, descgrp, dsc, fileplan, head, index, odd, prefercite, processinfo, separatedmaterial, thead id level=" subseries | file | item | otherlevel", otherlevel altrender, audience, encodinganalog, tpattern subseries file item otherlevel Component (Fifth Level) ead/archdesc/dsc/c01/c02/c03/c04/c05 A wrapper element that designates a fifth-level subordinate part of the materials being described. Optional c04 Yes did accessrestrict, acqinfo, altformavail, arrangement, bioghist, c06, custodhist, note, originalsloc, otherfindaid, phystech, relatedmaterial, scopecontent, userestrict accruals, appraisal, bibliography, controlaccess, dao, daogrp, descgrp, dsc, fileplan, head, index, odd, prefercite, processinfo, separatedmaterial, thead id level="subseries | file | item | otherlevel", otherlevel altrender, audience, encodinganalog, tpattern subseries file item otherlevel Component (Sixth Level) ead/archdesc/dsc/c01/c02/c03/c04/c05/c06 A wrapper element that designates a sixth-level subordinate part of the materials being described. Optional c05 Yes did accessrestrict, acqinfo, altformavail, arrangement, bioghist, custodhist, note, originalsloc, otherfindaid, phystech, relatedmaterial, scopecontent, userestrict accruals, appraisal, bibliography, c07, controlaccess, dao, daogrp, descgrp, dsc, fileplan, head, index, odd, prefercite, processinfo, separatedmaterial, thead id level="file | item | otherlevel", otherlevel altrender, audience, encodinganalog, tpattern file item otherlevel Component Descriptive Identification ead/archdesc/dsc/c01/c02//did A required wrapper element that bundles other elements identifying core information about the described materials. Required c02, c03, c04, c05, c06 No unittitle container, dao, daogrp, langmaterial, materialspec, origination, physdesc, physloc, unitdate, unitid abstract, head, note, repository None None altrender, audience, encodinganalog, id Component Level <did> Elements Component Unit ID ead/archdesc/dsc//did/unitid Any alpha-numeric text string that serves as a unique reference point or control number for the described material, such as a lot number, an accession number, a classification number, or an entry number in a bibliography or catalog. Optional did No None emph, lb abbr, archref, bibref, expan, extptr, extref, linkgrp, ptr, ref, title None type, countrycode="US", repositorycode altrender, audience, encodinganalog, id, identifier, label us Component Unit Title ead/archdesc/dsc//did/unittitle The name, either formal or supplied, of the described materials. Required did Yes None corpname, emph, extref, famname, function, genreform, geogname, lb, name, num, occupation, persname, ref, subject, title, unitdate abbr, archref, bibref, bibseries, date, edition, expan, extptr, imprint, linkgrp, ptr None type altrender, audience, encodinganalog, id, label Component Unit Date ead/archdesc/dsc//did/unitdate The creation year, month, or day of the described materials. Optional did Yes None emph, lb abbr, archref, bibref, expan, extptr, extref, linkgrp, ptr, ref, title None type="inclusive | bulk", normal, calendar="gregorian", era="ce" altrender, audience, certainty, datechar, encodinganalog, id, label inclusive bulk gregorian ce Component Origination ead/archdesc/dsc//did/origination Information about the individual or organization responsible for the creation, accumulation, or assembly of the described materials before their incorporation into an archival repository. Optional did Yes None corpname, emph, famname, lb, name, persname, title abbr, archref, bibref, expan, extptr, extref, linkgrp, ptr, ref None None altrender, audience, encodinganalog, id, label Component Physical Description ead/archdesc/dsc//did/physdesc A wrapper element for bundling information about the appearance or construction of the described materials, such as their dimensions, a count of their quantity or statement about the space they occupy, and terms describing their genre, form, or function, as well as any other aspects of their appearance, such as color, substance, style, and technique or method of creation. Optional did Yes None dimensions, emph, extent, lb, physfacet abbr, archref, bibref, corpname, date, expan, extptr, extref, famname, function, genreform, geogname, linkgrp, name, occupation, persname, ptr, ref, subject, title None None altrender, audience, encodinganalog, id, label, rules, source Component Language of the Materials ead/archdesc/dsc//did/langmaterial A prose statement enumerating the language(s) of the archival materials found in the unit being described. Optional did No language emph, lb abbr, archref, bibref, expan, extptr, extref, language, linkgrp, ptr, ref, title None None altrender, audience, encodinganalog, id, label Material Specific Details ead/archdesc/dsc//did/materialspec Data which are unique to a particular class or form of material and which are not assigned to any other element of description. Optional did Yes None emph, extref, lb, num, title abbr, archref, bibref, expan, extptr, linkgrp, materialspec, ptr, ref None type altrender, audience, encodinganalog, id, label Component Physical Location ead/archdesc/dsc//did/physloc Information identifying the place where the described materials are stored, such as the name or number of the building, room, stack, shelf, or other tangible area. Optional did No None emph, extref, lb, title, ptr, ref abbr, archref, bibref, expan, extptr, linkgrp None None altrender, audience, encodinganalog, id, label, parent, type Container ead/archdesc/dsc//did/container A did subelement for information that contributes to locating the described materials by indicating the kinds of devices that hold the materials and identifying any sequential numbers assigned to those devices. Optional did Yes None emph, lb abbr, archref, bibref, expan, extptr, extref, linkgrp, ptr, ref, title type="Box | Folder | Reel" label altrender, audience, encodinganalog, id, parent Component level Digital Archival Object Elements Digital Archival Object ead/archdesc/dsc/c01/c02//did/dao A linking element that uses the attribute HREF to connect the finding aid information to electronic representations of the described materials. Optional did Yes None None daodesc xlink:type="simple", xlink:actuate="onRequest|none", xlink:show="new", xlink:role, xlink:href xlink:title altrender, audience, entitiyref, id, xlink:arcrole, xpointer An emplty <dao> element will be used as the target of a link. The link will consist of the text of the <unitid> and or <unittitle> elements as displayed in the finding aid. If xlink:actuate="none", no link will be rendered. simple onRequest none new Digital Archival Object Group ead/archdesc/dsc/c01/c02//did/daogrp A wrapper element that contains one or more related Digital Archival Object Locations daoloc that should be thought of as a group and may share a single common Digital Archival Object Description daodesc. Optional did Yes resource, daoloc, arc daodesc extptrloc, extrefloc, ptrloc, refloc xlink:type="extended" None altrender, audience, id, xlink:role, xlink:title Two extended link patterns are supported by these best practices. The first pattern is a text link to an external digital archival object. The second pattern is a thumbnail link to an external digital archival object. extended Digital Archival Object Description ead/archdesc/dsc/c01/c02//did/daogrp/daodesc Information about the contents, usage, or source of a Digital Archival Object dao or Digital Archival Object Group daogrp. When the unittitle or other descriptive information in a c0# element is sufficient to identify one or more digital objects, the daodesc caption is not necessary. Optional daogrp No p None address, blockquote, chronlist, head, list, note, table None None altrender, audience, id Digitial Archival Object Group: Text to DAO Pattern The following is an example of the pattern of daogrp elements that should be used for a text link to a digital archival object, where the text of the resource element is the link anchor and the href attribute of the daoloc element is the target fo the link. If arc[@xlink:actuate='none'], the text will be rendered but the link will not be actionable. <daogrp xlink:type="extended"> <resource xlink:type="resource" xlink:label="start">Digital version of the letter</resource> <daoloc xlink:type="locator" xlink:label="reference" xlink:role="image/jpeg" href=""/> <arc xlink:type="arc" xlink:from="start" xlink:to="reference" xlink:actuate="onRequest" xlink:show="new"/> </daogrp> Resource: Text to DAO ead/archdesc/dsc/c01/c02//did/daogrp/resource A linking element that specifies the local resource that participates in an extended link. Required daogrp No None emph, lb None xlink:type="resource", xlink:label="start" None altrender, audience, id, xlink:role, xlink:title resource start Digital Archival Object Location: Text to DAO ead/archdesc/dsc/c01/c02//did/daogrp/daoloc The location of a Digital Archival Object that is a resource in an extended link. Within a daogrp, a daoloc element is used instead of a dao element to indicate that an extended, possibly multidirectional link is being tagged. Required daogrp No None None None xlink:type="locator", xlink:label="reference", xlink:role, xlink:href xlink:title altrender, audience, entityref, id, xpointer If used, the attribute xlink:role should encode the MIME type of the linked resource. locator reference Arc: Text to DAO ead/archdesc/dsc/c01/c02//did/daogrp/arc Specifies the rules for traversal among the participating resources in an extended link. Arc uses the attributes to and from to define the traversal between named pairs of resources. Required daogrp No None None None xlink:type="arc", xlink:from="start", xlink:to="reference", xlink:actuate="onRequest|none", xlink:show="new", None altrender, xlink:arcrole, audience, id, xlink:title arc start reference onRequest none new Digitial Archival Object Group: Thumb to DAO Pattern The following is an example of the pattern of daogrp elements that should be used for a thumbnail link to a digital archival object, where the image linked from the daoloc element with the label attribute value thumb is the link anchor and the href attribute of the daoloc element with the label attribute value reference is the target fo the link. If arc[@xlink:to='reference'][@xlink:actuate='none'], the thumbnail will be embedded in the finding aid but it will not be an actionable link.. <daogrp xlink:type="extended"> <resource xlink:type="resource" xlink:label="start" /> <daoloc xlink:type="locator" xlink:label="thumb" xlink:role="image/jpeg" xlink:href=""/> <daoloc xlink:type="locator" xlink:label="reference" xlink:role="image/jpeg" xlink:href=""/> <arc xlink:type="arc" xlink:from="start" xlink:to="thumb" xlink:actuate="onLoad" xlink:show="embed"/> <arc xlink:type="arc" xlink:from="thumb" xlink:to="reference" xlink:actuate="onRequest" xlink:show="new"/> </daogrp> Resource: Thumbnail to DAO ead/archdesc/dsc/c01/c02//did/daogrp/resource A linking element that specifies the local resource that participates in an extended link. Required daogrp No None None emph, lb xlink:type="resource", xlink:label="start" None altrender, audience, id, xlink:role, xlink:title resource start First Digital Archival Object Location: Thumbnail to DAO ead/archdesc/dsc/c01/c02//did/daogrp/daoloc The location of a Digital Archival Object that is a resource in an extended link. Within a daogrp, a daoloc element is used instead of a dao element to indicate that an extended, possibly multidirectional link is being tagged. Required daogrp No None None None xlink:type="locator", xlink:label="thumb", xlink:role, xlink:href xlink:title altrender, audience, entityref, id, xpointer locator thumb Second Digital Archival Object Location: Thumbnail to DAO ead/archdesc/dsc/c01/c02//did/daogrp/daoloc The location of a Digital Archival Object that is a resource in an extended link. Within a daogrp, a daoloc element is used instead of a dao element to indicate that an extended, possibly multidirectional link is being tagged. Required daogrp No None None None xlink:type="locator", xlink:label="reference", xlink:role, xlink:href xlink:title altrender, audience, entityref, id, xpointer locator reference First Arc: Thumbnail to DAO ead/archdesc/dsc/c01/c02//did/daogrp/arc Specifies the rules for traversal among the participating resources in an extended link. Arc uses the attributes to and from to define the traversal between named pairs of resources. Required daogrp No None None None xlink:type="arc", xlink:from="start", xlink:to="thumb", xlink:actuate="onLoad", xlink:show="embed", None altrender, xlink:arcrole, audience, id, xlink:title arc start thumb onLoad embed Second Arc: Thumbnail to DAO ead/archdesc/dsc/c01/c02//did/daogrp/arc Specifies the rules for traversal among the participating resources in an extended link. Arc uses the attributes to and from to define the traversal between named pairs of resources. Required daogrp No None None None xlink:type="arc", xlink:from="thumb", xlink:to="reference", xlink:actuate="onRequest|none", xlink:show="new", None altrender, xlink:arcrole, audience, id, xlink:title arc thumb reference onRequest none new Component Level <did> Sibling Elements Component Level Conditions Governing Access ead/archdesc/dsc//accessrestrict Information about conditions that affect the availability of the materials being described. Optional c01, c02, c03, c04, c05, c06 No p, list None accessrestrict, address, blockquote, chronlist, head, legalstatus, note, table None None altrender, audience, encodinganalog, id, type Component Level Acquisition Information ead/archdesc/dsc//acqinfo The immediate source of the materials being described and the circumstances under which they were received. Optional c01, c02, c03, c04, c05, c06 No p, list None acqinfo, address, blockquote, chronlist, head, note, table None None altrender, audience, encodinganalog, id Component Level Alternative Form Available ead/archdesc/dsc//altformavail Information about copies of the materials being described, including the type of alternative form, significant control numbers, location, and source for ordering if applicable. Optional c01, c02, c03, c04, c05, c06 No p, list None address, altformavail, blockquote, chronlist, head, note, table None None altrender, audience, encodinganalog, id, type Component Level Arrangement ead/archdesc/dsc//arrangement Information on how the described materials have been subdivided into smaller units or the filing sequence of the described materials. Optional c01, c02, c03, c04, c05, c06 No p, list None address, arrangement, blockquote, chronlist, head, note, table None None altrender, audience, encodinganalog, id Component Level Biography or History ead/archdesc/dsc//bioghist A concise essay or chronology that places the archival materials in context by providing information about their creator(s). Optional c01, c02, c03, c04, c05, c06 No p, list None address, bioghist, blockquote, chronlist, dao, daogrp, head, note, table None None altrender, audience, encodinganalog, id Component Level Custodial History ead/archdesc/dsc//custodhist Information about the chain of ownership of the materials being described, before they reached the immediate source of acquisition. Optional c01, c02, c03, c04, c05, c06 No p, list None acqinfo, address, blockquote, chronlist, custodhist, head, note, table None None altrender, audience, encodinganalog, id Component Level Note ead/archdesc/dsc//note A generic element that provides a short statement explaining the text, indicating the basis for an assertion, or citing the source of a quotation or other information. Used both for general comments and as an annotation for the text in a finding aid. Optional c01, c02, c03, c04, c05, c06 No p, list None address, blockquote, chronlist, note, table None type actuate, altrender, audience, encodinganalog, id, label, show Component Level Location of Originals ead/archdesc/dsc//originalsloc Information about the existence, location, availability, and/or the destruction of originals where the unit described consists of copies. Optional c01, c02, c03, c04, c05, c06 No p, list None address, blockquote, chronlist, head, note, originalsloc, table None None altrender, audience, encodinganalog, id, type Component Level Other Finding Aid ead/archdesc/dsc//otherfindaid Information about additional or alternative guides to the described material, such as card files, dealers' inventories, or lists generated by the creator or compiler of the materials. Optional c01, c02, c03, c04, c05, c06 No p, list None address, blockquote, chronlist, head, note, otherfindaid, table None None altrender, audience, encodinganalog, id Component Level Physical Characteristics and Technical Requirements ead/archdesc/dsc//phystech A description of important physical conditions or characteristics that affect the storage, preservation, or use of the materials described. This includes details of their physical composition or the need for particular hardware or software to preserve or access the materials. Optional c01, c02, c03, c04, c05, c06 No p, list None address, blockquote, chronlist, head, note, phystech, table None None altrender, audience, encodinganalog, id, type Component Level Related Material ead/archdesc/dsc//relatedmaterial Information about materials that are not physically or logically included in the material described in the finding aid but that may be of use to a reader because of an association to the described materials. Optional c01, c02, c03, c04, c05, c06 No p, list None address, archref, bibref, blockquote, chronlist, extref, head, linkgrp, note, ref, relatedmaterial, table, title None None altrender, audience, encodinganalog, id, type Component Level Scope and Content ead/archdesc/dsc//scopecontent A prose statement summarizing the range and topical coverage of the described materials, often mentioning the form and arrangement of the materials and naming significant organizations, individuals, events, places, and subjects represented. Optional c01, c02, c03, c04, c05, c06 No p, list None address, arrangement, blockquote, chronlist, dao, daogrp, head, note, scopecontent, table None None altrender, audience, encodinganalog, id Component Level Conditions Governing Use ead/archdesc/dsc//userestrict Information about conditions that affect use of the described materials after access has been granted. Optional c01, c02, c03, c04, c05, c06 No p, list None address, blockquote, chronlist, head, note, table, userestrict None None altrender, audience, encodinganalog, id, type Component Level File Plan ead/archdesc/dsc//fileplan Information about any classification scheme used for arranging, storing, and retrieving the described materials by the parties originally responsible for creating or compiling them. Optional c01, c02, c03, c04, c05, c06 No p, list None address, blockquote, chronlist, fileplan, head, note, table None None altrender, audience, encodinganalog, id Component Level Bibliography ead/archdesc/dsc//bibliography Citations to works that are based on, about, or of special value when using the materials being described, or works in which a citation to or brief description of the materials is available. Optional c01, c02, c03, c04, c05, c06 No None p, list, bibref address, archref, bibliography, blockquote, chronlist, extref, head, linkgrp, note, ref, table, title None None altrender, audience, encodinganalog, id Component Level Processing Information ead/archdesc/dsc//processinfo Information about accessioning, arranging, describing, preserving, storing, or otherwise preparing the described materials for research use. Optional c01, c02, c03, c04, c05, c06 No p, list None address, blockquote, chronlist, head, note, processinfo, table None None altrender, audience, encodinganalog, id, type Component Level Accruals ead/archdesc/dsc//accruals Information about anticipated additions to the materials being described. Optional c01, c02, c03, c04, c05, c06 No p, list None accruals, address, blockquote, chronlist, head, note, table None None altrender, audience, encodinganalog, id Component Level Appraisal ead/archdesc/dsc//appraisal Information about the process of determining the archival value and thus the disposition of records based upon their current administrative, legal, and fiscal use; their evidential, intrinsic, and informational value; their arrangement and condition; and their relationship to other records. Optional c01, c02, c03, c04, c05, c06 No p, list None address, appraisal, blockquote, chronlist, head, note, table None None altrender, audience, encodinganalog, id Component Level Preferred Citation ead/archdesc/dsc//prefercite Information about how users should identify the described materials when referring to them in published credits. Optional c01, c02, c03, c04, c05, c06 No p, list None address, blockquote, chronlist, head, note, prefercite, table None None altrender, audience, encodinganalog, id Component Level Separated Material ead/archdesc/dsc//separatedmaterial Information about materials that are associated by provenance to the described materials but that have been physically separated or removed. Optional c01, c02, c03, c04, c05, c06 No p, list None address, archref, bibref, blockquote, chronlist, extref, head, linkgrp, note, ref, separatedmaterial, table, title None None altrender, audience, encodinganalog, id, type Generic Block Data Elements Block data elements can be used in many EAD data elements as listed above. Heading ead/archdesc//head A generic element that designates the title or caption for a section of text, including a list. None emph, lb extptr, ptr None althead altrender, audience, id Paragraph ead/archdesc//p One or more sentences that form a logical prose passage. A paragraph may be a subdivision of a larger composition, or it may exist alone. None corpname, famname, function, genreform, geogname, date, emph, extptr, extref, lb, name, num, occupation, persname, ptr, ref, subject, title abbr, address, archref, bibref, blockquote, chronlist, expan, linkgrp, list, note, origination, repository, table, unitdate, unittitle None None altrender, audience, id Bibliographic Reference ead/archdesc//bibref A reference element that provides a citation and/or electronic link for a published work such as a book, article, dissertation, motion picture, or sound recording. None corpname, famname, emph, extptr, extref, lb, name, num, persname, ptr, ref, title abbr, archref, bibseries, edition, expan, imprint None xlink:type="simple" xlink:actuate, altrender, xlink:arcrole, audience, encodinganalog, entityref, xlink:href, id, xlink:role, xlink:show, xlink:show, xlink:title, xpointer simple Block Quote ead/archdesc//blockquote A formatting element that designates an extended quotation. p None address, chronlist, list, note, table None None altrender, audience, id Address ead//address A generic element for information about the place where someone or something is located and may be reached. addressline None None None None altrender, audience, id Address Line ead//address/addressline A generic element for one line of a postal or other address. May be repeated as many times as necessary to enter all available lines of an address. Required address yes None emph, lb extptr, ptr None altrender="email | fax | phone | web" audience, id List ead/archdesc//list A formatting element that contains a series of words or numerals (called items) separated from one another and arranged in a linear, often vertical sequence. item | defitem head, listhead None type="simple | deflist | marked | ordered" numeration="arabic | upperalpha | loweralpha | upperroman | lowerroman" altrender, audience, continuation, id, mark simple deflist marked ordered arabic upperalpha loweralpha upperroman lowerroman Item ead/archdesc//list//item A formatting element used as an entry in a simple, random, or ordered list. list | defitem Yes None corpname, date, emph, extref, famname, function, genreform, geogname, lb, list, name, num, occupation, persname, ref, subject, title abbr, address, archref, bibref, blockquote, chronlist, expan, extptr, linkgrp, note, origination, ptr, repository, table, unitdate, unittitle None id altrender, audience Definition List Item ead/archdesc//list/defitem A formatting element in a special type of list that keeps an entry in a list (called a label) paired with its definition, description, or explanation (called an item). Optional list Yes label, item None None None id altrender, audience Label ead/archdesc//list/defitem/label A formatting element that identifies the term or concept being described, defined, or explained in a Definition List Item defitem. Required defitem No None corpname, date, emph, extref, famname, function, genreform, geogname, lb, name, num, occupation, persname, ref, subject, title abbr, address, archref, bibref, blockquote, chronlist, expan, extptr, linkgrp, list, note, origination, ptr, repository, table, unitdate, unittitle None None altrender, audience, id List Head ead/archdesc//listhead A formatting element that groups headings for columns in a definition, marked, or ordered list, Chronology List chronlist, or index. The headings are called head01 and head02. Optional list | chronlist No head01, head02 None None None None altrender, audience, id First List Heading ead/archdesc//listhead/head01 Formatting element within listhead that designate the heading over the first columns in a two column list. Required listhead No None emph, lb extptr, ptr None None altrender, audience, id Second List Heading ead/archdesc//listhead/head02 Formatting element within listhead that designate the heading over the second column in a two column list. Required listhead No None emph, ptr extptr, ptr None None altrender, audience, id Chronological List ead/archdesc//chronlist A formatting element that designates information about the sequence in which significant past events, associated with the described materials, occurred. Optional ead/archdesc//bioghist[not(ancestor::dsc)] | ead/archdesc/scopecontent | ead/archdesc/descgrp[@type='admininfo']/descgrp[@type='provenance']/acqinfo Yes chronitem head, listhead None None None altrender, audience, encodinganalog, id Chronology List Item ead/archdesc//chronlist/chronitem A formatting element that keeps a date paired with an associated event or group of events within a Chronology List chronlist. Required chronitem Yes date, eventgrp None event None None altrender, audience, id Event Group ead/archdesc/chronlist//chronitem/eventgrp An element within a Chronology List Item chronitem that bundles one or more event elements associated with the same date. Required chronitem No event None None None None altrender, audience, id Event ead/archdesc//chronlist/chronitem/eventgrp/event That part of a Chronology List Item chronitem which describes or names something that happened. The event is paired with a date (a single date or date range) and can be grouped with other events in eventgrp, if multiple events need to be associated with the same date. Required eventgrp Yes None corpname, date, emph, extref, famname, function, genreform, geogname, lb, name, num, occupation, persname, ref, subject, title, unitdate abbr, address, archref, bibref, blockquote, chronlist, expan, extptr, linkgrp, list, note, origination, ptr, repository, table, unittitle None None altrender, audience, id Table ead/archdesc//table A wrapper element for formatting information in a row and column display. tgroup None None None None altrender, audience, colsep, frame, id, pgwide, rowsep Table Group ead/archdesc//table/tgroup A formatting element that bundles table subelements: colspec, thead, and tbody. Tables are comprised of one or more tgroup elements, depending on the number of times the column specifications change. The tgroup element provides a subgrouping of rows within a table that all use the same column specifications. Required table No tbody colspec, thead None cols None align, altrender, audience, colsep, id, rowsep Table Head ead/archdesc//table/tgroup/thead | ead/archdesc/dsc/thead | ead/archdesc/dsc/c01/thead A formatting element that contains the heading information in a table, usually column heads, that appears at the top of the table and may appear again at the top of any physical break in rows in the body. Also, a formatting element that is used to provide column headings for components of the dsc element. Optional tgroup | c01 No row None None None valign="top | middle | bottom" altrender, audience, id Table Body ead/archdesc//table/tgroup/tbody A formatting element that contains one or more row elements, which in turn contain entry elements in a table. Required tgroup No row None None None valign="top | middle | bottom" altrender, audience, id Row ead/archdesc//table//row | ead/archdesc/dsc/c01/thead/row A formatting element that contains one or more entry elements (horizontal cells) in a table. Required thead | tbody entry None None None valign="top | middle | bottom" altrender, audience, id, rowsep Table Entry ead/archdesc//table//row/entry | ead/archdesc/dsc/c01/thead/row/entry A formatting element that designates the contents of a cell in a table. A cell is the intersection of a row and a column. Required row Yes None corpname, date, emph, extref, famname, function, genreform, geogname, lb, name, num, occupation, persname, ref, subject, title abbr, address, archref, bibref, blockquote, chronlist, expan, extptr, linkgrp, list, note, origination, ptr, repository, table, unitdate, unittitle None align="left | right | center | justify | char", valign="top | middle | bottom", colname="" altrender, audience, char, charoff, colsep, id, morerows, nameend, namest, rowsep @colname should be used within <thead>s that are children of dsc or c01. Those <thead>s are used to change the default dsc column headers. @colname values control which column heading is replaced. Acceptable values include "box", "folder", "reel", "desc", and "dates", corresponding to the Box, Folder, Reel, Description, and Dates columns. Inline Access Point Elements The following inline access point elements can be used in many EAD data elements as listed above. Personal Name ead/archdesc//persname The proper noun designation for an individual, including any or all of that individual's forenames, surnames, honorific titles, and added names. None emph, lb extptr, ptr None encodinganalog="100 | 600 | 692 | 700", role, rules, source altrender, audience, authfilenumber, id, normal 100 600 692 700 Corporate Name ead/archdesc//corpname The proper noun name that identifies an organization or group of people that acts as an entity. None emph, lb extptr, ptr None encodinganalog="110 | 111 | 610 | 611 | 693 | 710 | 711", role, rules, source altrender, audience, authfilenumber, id, normal 110 111 610 611 693 710 711 Family Name ead/archdesc//famname The proper noun designation for a group of persons closely related by blood or persons who form a household. None emph, lb extptr, ptr None encodinganalog="100 | 600 | 700", role, rules, source altrender, audience, authfilenumber, id, normal 100 600 700 Name ead/archdesc//name The proper noun or noun phrase designation for an entity that is difficult to tag more specifically as a corpname, famname, geogname, persname, or title. None emph, lb extptr, ptr None encodinganalog, role, rules, source altrender, audience, authfilenumber, id, normal Subject ead/archdesc//subject A name or phrase that indicates a secondary or subsidiary administrative level within a repository or other corporate body; a specialized area of subject or other collecting emphasis within a larger unit; or an ancillary collecting area based on the physical form of the materials. None emph, lb extptr, ptr None encodinganalog="650 | 690", rules, source altrender, audience, authfilenumber, id, normal 650 690 Geographic Name ead/archdesc//geogname The proper noun designation for a place, natural feature, or political jurisdiction. None emph, lb extptr, ptr None encodinganalog="651", role, rules, source altrender, audience, authfilenumber, id, normal 651 Genre/Physical Characteristic ead/archdesc//genreform A term that identifies the types of material being described, by naming the style or technique of their intellectual content (genre); order of information or object function (form); and physical characteristics. None emph, lb extptr, ptr None encodinganalog="655", rules, source altrender, audience, authfilenumber, id, normal, type 655 Occupation ead/archdesc//occupation A term identifying a type of work, profession, trade, business, or avocation significantly reflected in the materials being described. None emph, lb extptr, ptr None encodinganalog="656", rules, source altrender, audience, authfilenumber, id, normal 656 Function ead/archdesc//function Terms for the spheres of activities and processes that generated the described materials. None emph, lb extptr, ptr None encodinganalog="657", rules, source altrender, audience, authfilenumber, id, normal 657 Title ead/archdesc//title The formal name of a work, such as a monograph, serial, or painting, listed in a finding aid. None date, emph, lb, num extptr, ptr render="altrender | bold | bolddoublequote | bolditalic | boldsinglequote | boldsmcaps | boldunderline | doublequote | italic | nonproport | singlequote | smcaps | sub | super | underline", xlink:type="simple" encodinganalog="630 | 730 | 740"', xlink:role, rules, source, altrender xlink:actuate, xlink:arcrole, audience, authfilenumber, xlink:href, id, normal, xlink:show, xlink:title, type, xpointer simple 630 730 740 Date ead/archdesc//date A generic element that contains a month, day, or year in any format. Use date to identify any dates that merit encoding, except for the creation and other relevant dates of the described materials, which are instead tagged with the unitdate element. titleproper[@type='formal'], subtitle, publicationstmt, creation, change, p, item, label, chronitem, event, title, ref, extref None emph, lb extptr, ptr None normal, calendar="gregorian", era="ce", type="original | ead | copyright | revised | XMetaLAuthor | Edix/Wordix | Excel | NoteTabPro | openOffice | OfficeOfOrigin:Word| vendor:ES | vendor:ArchProteus" altrender, audience, certainty, encodinganalog, id gregorian ce Number ead//num A generic element for numeric information in any form. The num element is used only when it is necessary to display a number in a special way, or to identify it with a TYPE attribute. None emph, lb extptr, ptr None type altrender, audience, encodinganalog, id Language ead//language A subelement of langusage within the profiledesc portion of the eadheader that specifies the language or communication system in which the finding aid is written. Also a subelement of langmaterial within did, where it specifies the language of the materials being described. Required langusage, langmaterial Yes None emph, lb extptr, ptr None langcode, scriptcode altrender, audience, encodinganalog, id The langcode attribute value must come from the ISO 639-2b list (http://www.loc.gov/standards/iso639-2/). The scriptcode attribute value must come from the ISO 15924 list (http://unicode.org/iso15924/iso15924-codes.html). Inline <physdesc> Child Elements The following inline elements can be used in the <physdesc> element. Component Extent ead/archdesc//physdesc/extent A physdesc subelement for information about the quantity of the materials being described or an expression of the physical space they occupy. Optional physdesc Yes None emph, lb abbr, archref, bibref, expan, extptr, extref, linkgrp, ptr, ref, title None None altrender, audience, encodinganalog, id, label, type, unit Component Dimensions ead/archdesc//physdesc/dimensions A subelement of physdesc for information about the size of the materials being described; usually includes numerical data. Optional physdesc Yes None emph, lb abbr, archref, bibref, dimensions, expan, extptr, extref, linkgrp, ptr, ref, title None None altrender, audience, encodinganalog, id, label, type, unit Component Physical Facet ead/archdesc//physdesc/physfacet A physdesc subelement for information about an aspect of the appearance of the described materials, such as their color, style, marks, substances, materials, or techniques and methods of creation. Optional physdesc Yes None emph, lb abbr, archref, bibref, corpname, date, expan, extptr, extref, famname, function, genreform, geogname, linkgrp, name, occupation, persname, ptr, ref, subject, title None None altrender, audience, encodinganalog, id, label, rules, source, type, unit Inline Style Elements The following inline style elements can be used in many EAD data elements as listed above. Emphasis ead//emph Indicates text to be displayed with the form of emphasis noted in the render attribute. Use the RENDER attribute to specify the kind of emphasis, e.g., bold or italics. None emph, extref, lb, ref, title abbr, archref, bibref, expan, extptr, linkgrp, ptr render="altrender | bold | bolddoublequote | bolditalic | boldsinglequote | boldsmcaps | boldunderline | doublequote | italic | nonproport | singlequote | smcaps | sub | super | underline" altrender id Should be used sparingly, only when necessary to indicate style for text where it is not indicated another element that is part of the regular EAD document structure. Line Break ead//lb An empty formatting element that forces text to start on a new line at a point chosen by the author rather than a linewrap algorithm or style sheet. Use only when a line break is needed within an element. None None None None None None Should be used sparingly, only when necessary to indicate a line break at a point in the document where a break is not indicated another element that is part of the regular EAD document structure. Linking Elements The following linking elements can be used in many EAD data elements as listed above. Reference ead//ref An internal linking element that provides for movement from one place in a finding aid to another place in the same finding aid. None corpname, date, famname, function, genreform, geogname, emph, lb, name, num, occupation, persname, subject, title abbr, address, archref, bibref, blockquote, chronlist, expan, extptr, extref, list, note, origination, ptr, repository, table, unitdate, unittitle target, xlink:type="simple", xlink:actuate="onRequest", xlink:show="replace" None altrender, xlink:arcrole, audience, xlink:href, id, xlink:role, xlink:title, xpointer Uses the target attribute and the id attribute value of another element to link to a different location in the finding aid. simple onRequest replace Pointer ead//ptr An empty internal linking element that uses attributes to provide for movement from one place in a finding aid to another place in the same finding aid. None None None target, xlink:type="simple", xlink:actuate="onRequest", xlink:show="replace" None altrender, xlink:arcrole, audience, xlink:href, id, xlink:role, xlink:title, xpointer Uses the target attribute and the id attribute value of another element to link to a different location in the finding aid. simple onRequest replace Extended Reference ead//extref A linking element that can include text and subelements as part of its reference to an electronic object that is external to the EAD document. None corpname, date, famname, function, genreform, geogname, emph, lb, name, num, occupation, persname, subject, title abbr, address, archref, bibref, blockquote, chronlist, expan, extptr, extref, list, note, origination, ptr, repository, table, unitdate, unittitle xlink:href, xlink:type="simple", xlink:actuate="onRequest", xlink:show="new" xlink:role altrender, xlink:arcrole, audience, entityref, id, xlink:title, xpointer Used to create a link to external web pages or other web resources. If used, the attribute xlink:role should encode the MIME type of the linked resource. simple onRequest new Extended Pointer ead//extptr An empty linking element that uses attributes to connect the EAD document to an external electronic object, which is not part of the materials being described. None None None xlink:href, xlink:type="simple", xlink:actuate="onLoad", xlink:show="embed" xlink:title, xlink:role="image/jpeg | image/gif | image/png" altrender, xlink:arcrole, audience, entityref, id, xpointer Used to embed external images in the text of the finding aid. Not used for linking to digital representations of the described materials. If used, the attribute xlink:role should encode the MIME type of the linked resource. simple onLoad embed altrender bold bolddoublequote boldsinglequote boldsmcaps boldunderline doublequote italic nonproport singlequote smcaps sub super underline left right center justify char top middle bottom