Mounting a Finding Aids Collection

From DLXS Documentation

(Difference between revisions)

Jump to: navigation, search

Current revision

Main Page > Mounting Collections: Class-specific Steps > Mounting a Finding Aids Collection

This topic describes how to mount a Findaid Class collection.

Workshop materials are located at http://www.dlxs.org/training/workshop200707/findaidclass/fcoutline.html

1 Overview
- 1.1 Findaid Class Behaviors Overview
- 1.2 Examples of Findaid Class Implementations and Practices
2 Working with the EAD
3 Preparing Data and Directories
4 Finding Aids Data Preparation
5 Building the Index
6 Working with Fabricated Regions in Findaid Class
7 Customizing Findaid Class
8 Mounting the Collection Online
9 Troubleshooting Finding Aids
10 Linking from Finding Aids Using ID Resolver
11 Workshop Materials
12 Working with the User Interface
- 12.1 Findaid Class Graphics Files
- 12.2 Findaid Class Processing Instructions

[edit] Overview

The Finding Aids Class is in many ways similar in behavior to Text Class. Access minimally includes full text searching across collections or within a particular collection of Finding Aids, viewing Finding Aids in a variety of display formats, and creation of personal collections ("bookbag") of Finding Aids.

To mount a Finding Aids Collection, you will need to complete the following steps:

[edit] Findaid Class Behaviors Overview

This section describes the basic Findaid Class behaviors.

[edit] Examples of Findaid Class Implementations and Practices

This section contains links to public implementations of DLXS Findaid Class as well as documentation on workflow and implementation issues. If you are a member of DLXS and have a collection or resource you would like to add, or wish to add more information about your collection, please edit this section.

University of Michigan, Bentley Historical Library Finding Aids: Out-of-the-box DLXS 13 implementation.
Overview of Bentley's workflow process for Finding Aids: See also the links in Practical EAD Encoding Issues for background on the Bentley EAD workflow and encoding practices

Unversity of Tennesee Special Collections Libraries: DLXS Findaid Class version ?

University of Pittsburgh, Historic Pittsburgh Finding Aids: DLXS Findaid Class version ?
Background on Pittsburgh Finding Aids workflow

University of Wisconsin, Archival Resources in Wisconsin: Descriptive Finding Aids: DLXS Findaid Class version ?

University of Minnesota Libraries, Online Finding Aids: DLXS Findaid Class version ?

EAD Implementation at the University of Minnesota

Getty Research Institute Special Collections Finding Aids: Heavily customized DLXS11a. Background on Getty customization and user interface changes to DLXS

J. Paul Getty Trust Institutional Archives Finding Aids: Heavily customized DLXS11a.

[edit] Working with the EAD

[edit] Preparing Data and Directories

[edit] Finding Aids Data Preparation

[edit] Building the Index

[edit] Working with Fabricated Regions in Findaid Class

[edit] Customizing Findaid Class

[edit] Mounting the Collection Online

[edit] Troubleshooting Finding Aids

[edit] Linking from Finding Aids Using ID Resolver

[edit] Workshop Materials

[edit] Working with the User Interface

General user interface customizations, such as changing rendering style (CSS) or making changes to the XSL are covered in Customizing the User Interface. Specific user-interface issues related to Findaid Class are discussed in the following sections:

[edit] Findaid Class Graphics Files

Are there findaid class specific graphics files? The existing html docs actually point to a ../t/text/ directory and it appears that the graphics are generic and not at all specific to findaid class.

[edit] Findaid Class Processing Instructions

These are some current processing instructions for Finding Aids Class, but the DLXS group will not maintain this section.

Top

Retrieved from "http://webservices.itcs.umich.edu/mediawiki/dlxs13/index.php/Mounting_a_Finding_Aids_Collection"

@@ Line 1: / Line 1: @@
-==Mounting a Finding Aids Collection==
+[[DLXS Wiki|Main Page]] > [[Mounting Collections: Class-specific Steps]] > Mounting a Finding Aids Collection
+<hr>
-These instructions assume that you have already encoded your finding aids files in the XML-based EAD 2002 DTD. Only you, after looking at your texts and your encoding practices, can do the intellectual work required to encode your finding aids in XML using the EAD 2002 DTD. While DLPS does not have any quick and easy tools for this stage of data preparation, we do have a recommended model: the Bentley Historical Library. The more similar your data and setup is to the Bentley’s, the easier is will be to integrate your finding aids collection with DLXS. DLXS does not support the process of creating new finding aids files: how you do this is you to you. The Bentley Historical Library, however, provides a discussion of some specific tools and a workflow process you might use to create these files. See X section. [again, refer to Bentley doc?]
+This topic describes how to mount a Findaid Class collection.
-This topic includes the following sections:
+Workshop materials are located at http://www.dlxs.org/training/workshop200707/findaidclass/fcoutline.html
-•	Findaid Class and Behaviors Overview
+==Overview==
-•	Setting Up the Collection: Practical Issues
+The Finding Aids Class is in many ways similar in behavior to Text Class. Access minimally includes full text searching across collections or within a particular collection of Finding Aids, viewing Finding Aids in a variety of display formats, and creation of personal collections ("bookbag") of Finding Aids.
-•	Preparing Data and Directories
-•	Building the Index with XPAT
-•	Working with Fabricated Regions in FindaidClass
-•	Mounting the Collection Online
-•	Linking from Finding Aids Using the ID Resolver
-•	Using Findaid Class Graphics Files
-•	Findaid Class Processing Instructions
+To mount a Finding Aids Collection, you will need to complete the following steps:
-=== Findaid Class and Behaviors Overview ===
+# [[Preparing_Data and Directories|Prepare your data and set up a directory structure]]
+# [[Finding_Aids_Data_Preparation#Validating_and_Normalizing_Your_Data| Validate and normalize your data]]
+# [[Building the Index |Build the Index]]
+# [[Mounting the Collection Online|Mount the collection online]]
+===[[Findaid Class Behaviors Overview]]===
-The Findaid Class consists of EAD2002-encoded Finding Aids. You can learn more about the ead2002 DTD and ead2002 in general at the Library of Congress ead2002 web site. The Findaid Class relies on a single XML Document Type Definition (DTD) file to deliver all collections in the class. This file is essentially identical to the ead2002 DTD with one extra wrapping element added. DLXS then uses XPAT to index the XML and the Findaid Class middleware makes it possible for users to search the resources on the web.
+This section describes the basic Findaid Class behaviors.
-The behavior of the Finding Aids Class is similar in many ways to that of Text Class. Access minimally includes full-text searching across collections or within a particular collection of Finding Aids, viewing Finding Aids in a variety of display formats, and the creation of personal collections (a “bookbag”) of Finding Aids.
-The general characteristics of the Finding Aids class are the following:
+===Examples of Findaid Class Implementations and Practices===
-•	Allows search and retrieval of ead2002-endcoded Finding Aids and portions thereof
-•	Allows searching across multiple collections of Finding Aids simultaneously
+This section contains links to public implementations of DLXS Findaid Class as well as documentation on workflow and implementation issues.  If you are a member of DLXS and have a collection or resource you would like to add, or wish to add more information about your collection, please edit this section.
-•	Allows searching of each collection independently
-•	Allows bookmarking of individual Finding Aids
+;[http://bentley.umich.edu/EAD/index.php University of Michigan, Bentley Historical Library Finding Aids]
-•	Requires minimal administrative data
+: Out-of-the-box DLXS 13 implementation.
-•	Uses a single data model and shared middleware for all collections in the system
+;[http://bentley.umich.edu/EAD/eadproject.php Overview of Bentley's workflow process for Finding Aids ]
-•	Permits access restrictions at the collection level
+:See also the links in [[#Practical_EAD_Encoding_Issues | Practical EAD Encoding Issues]] for background on the Bentley EAD workflow and encoding practices
-The Finding Aids class provides no functionality for creating and managing electronic texts in SGML.
-Findaid Class Behaviors
+;[http://dlc.lib.utk.edu/f/fa/ Unversity of Tennesee Special Collections Libraries]
-The Findaid Class is typically used for either campus or public access. Its behaviors include the following:
+: DLXS Findaid Class version ?
-•	Cross-collection searching in any combination of collections
-•	Selection of collections
+;[http://digital.library.pitt.edu/ead/ University of Pittsburgh, Historic Pittsburgh Finding Aids]
-•	Collection-specific searching
+:DLXS Findaid Class version ?
-•	Collection-specific browsing of
+;[http://digital.library.pitt.edu/ead/aboutead.html Background on Pittsburgh Finding Aids workflow]
-•	Simple and Boolean searching
+:
-•	Searching within a user-selected Finding Aid
-•	Ability to review and revise previous searches
+;[http://digicoll.library.wisc.edu/wiarchives University of Wisconsin, Archival Resources in Wisconsin: Descriptive Finding Aids]
-•	Viewing of sections of a Finding Aid or the full text in HTML, and display in context of search terms found
+:DLXS Findaid Class version ?
-•	Ability to select particular Finding Aids for saving in a session-based personal collection, or bookbag, and to download or email these
-•	Keeping a record of user search history during a session
+;[http://discover.lib.umn.edu/findaid University of Minnesota Libraries, Online Finding Aids]
-Representative Resources
+:DLXS Findaid Class version ?
-Bentley Historical Library Finding Aids [case study—can we use more directly?]
-University of Michigan Special Collections Finding Aids
+;[https://wiki.lib.umn.edu/Staff/FindingAidsInEAD/ EAD Implementation at the University of Minnesota]
+:
+;[http://archives.getty.edu:8082/cgi/f/findaid/findaid-idx?cc=utf8a;c=utf8a;tpl=browse.tpl Getty Research Institute Special Collections Finding Aids]
+: Heavily customized DLXS11a.  [http://library.pub.getty.edu:8100/DLXS06.html Background on Getty customization and user interface changes to DLXS]
+;[http://archives.getty.edu:8082/cgi/f/findaid/findaid-idx?cc=iastaff;c=iastaff;tpl=browse.tpl J. Paul Getty Trust Institutional Archives Finding Aids]
+:Heavily customized DLXS11a.
+==[[Working with the EAD]]==
+==[[Preparing Data and Directories]]==
+==[[Finding Aids Data Preparation]]==
+==[[Building the Index]]==
+==[[Working with Fabricated Regions in Findaid Class]]==
+==[[Customizing Findaid Class]]==
+==[[Mounting the Collection Online]]==
+==[[Troubleshooting Finding Aids]]==
+==[[Linking from Finding Aids Using ID Resolver]]==
+==[http://www.dlxs.org/training/workshop200707/findaidclass/fcoutline.html Workshop Materials]==
+==Working with the User Interface==
+General user interface customizations, such as changing rendering style (CSS) or making changes to the XSL are covered in [[Customizing the User Interface]].  Specific user-interface issues related to Findaid Class are discussed in the following sections:
+* [[Customizing Findaid Class]]
+** [[Customizing Findaid Class#Working_with_the_table_of_contents |Working with the table of contents]]
+* [[Working with Fabricated Regions in Findaid Class]]
+* [[Troubleshooting Finding Aids#Common_Problems_and_Solutions |Common Problems and Solutions]]
+** [[Troubleshooting Finding Aids#Title_of_Finding_Aid_does_not_show_up |Title of Finding Aid does not show up]]
+===[[Findaid Class Graphics Files]]===
+Are there findaid class specific graphics files? The existing html docs actually point to a ../t/text/ directory and it appears that the graphics are generic and not at all specific to findaid class.
+===[[Findaid Class Processing Instructions]]===
+These are some current processing instructions for Finding Aids Class, but the DLXS group will not maintain this section.
+[[#top|Top]]