XML at UNC: Revisions to EAD-Encoded Finding Aids

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Adding Revision Statements

This section deals with revisions to finding aids that have already been encoded in EAD. Some may have originally been SGML documents from back in the old days of EAD. These SGML documents have now been converted to XML. Documents that started out in XML will have commented-out revision tags that you can activate. Finding aids converted from SGML won't have those commented-out tags.

The <revisiondesc> tag in the <eadheader> is where EAD keeps track of revisions. However, the information coded in the <eadheader> section doesn't show up on the screen. Therefore, to track revision information and to make said information visible on the screen, you must enter the information in both the <revisiondesc> tags in the <eadheader> and the <processinfo> section in <archdesc>.

In both places, how you enter the information is determined by whether or not you're the first one in with a revision.

Adding revision statements to <revisiondesc> in the <eadheader>: If you're revising an EAD-encoded finding aid that was written fairly recently, the <revisiondesc> tags for entering revision information in the <eadheader> should be the first commented-out area you encounter:

<!-- OPTIONAL TAG: use only if revising EAD-encoded finding aid.
<date>Date of change</date>
<item>Updated because of ?</item>

If you're making the first revision to an EAD-encoded finding aid that was written when we first starting doing EAD, you may have to add the <revisiondesc> tags. Place your cursor after </profiledesc> and before </eadheader> and double click on Revision: EAD Header in Other Elements on the sidebar. Fill in text as appropriate.

<date>(add month and year of revision)</date>
<item>Updated because of (say why you're updating--addition/donor request/corrections, etc.) by (your name)</item>

If yours is NOT the finding aid's first revision (there's already a <revisiondesc> section--many were added when we went from EAD Beta to EAD Version 1 and from sgml to xml), just add a new set of <change> tags (you can type them yourself or cut and paste them from the tags already there):


Add this structure before the </revisiondesc> tag, as in the January 2004 revision:

<date>June 29, 1998</date>
<item>Updated to EAD Version 1.0 from EAD Beta by Stephen Miller</item>
<date>January 2004</date>
<item>Updated because of addition by Linda Sellars</item>
Adding revision statements to <processinfo> in <archdesc>: You'll also need to add revision information to <archdesc> so that it will display. You needn't give a reason for revising here. You may have to turn the <processinfo> tags on or you may just be adding another

to processing information already there. If the latter, you can use Revision: Public from the clip sidebar:

<p>Revisions: Finding aid updated in <date>(add month and year of revision)</date> by (your 

Here's a full-blown example of a modern <processinfo> with a revision statement:

<head>Processing Information</head>
<p>Processed by: Carolyn Wallace, William Auman, Roslyn Holdzkom, 1969, 1985, 1996</p>
<p>Encoded by: Roslyn Holdzkom, November 2003</p>
<p>This collection was processed with support from the National Endowment for the Humanities.</p>
<p>The Addition of November 2001 is arranged in the same way as, but has not been incorporated 
into, the original deposit of materials.</p>
<p>Additions received after February 1995 have not been integrated into the original deposits. 
Researchers should always check additions to be sure they have identified all files of interest
to them.</p>
<p>Finding aid updated in January 2004 by Roslyn Holdzkom because of addition.</p>

Revisions can be made ad nauseam. Just keep piling them on, but feel free to do some logical consolidation of entries if things seem to be getting out of hand.

Adding Missing Tags

If you're revising a pre-XML EAD-encoded finding aid, you may find that some tags are missing. Three of the most common missing tags that you might want to add are available in the Other Elements section of the clip sidebar.


It's always a good idea to add <prefercite> if there isn't one. Add <prefercite> after <processinfo>. If there's no <processinfo>, add <prefercite> after <acqinfo>. You'll have to fill in the collection name, collection number, and edit the repository name.

<prefercite encodinganalog="524">
<head>Preferred Citation</head>
<p>[Identification of item], in the [name of collection] #[collection number], [chose one:
 Southern Historical Collection, Southern Folklife Collection, University Archives, General 
Manuscripts], Wilson Library, University of North Carolina at Chapel Hill.</p>


If you need to add a <processinfo>, do so after <acqinfo>.

<p>Processing Note: Enter Note.</p>

<accessrestrict> and <userestrict>

You may need to add <accessrestrict> and <userestrict>. <userestrict> must follow <accessrestrict>. If there's no <accessrestrict>, add one. Add <accessrestrict> right after <head>Administrative Information</head> and <userestrict> right after <accessrestrict>.

<accessrestrict encodinganalog="506">
<p>Restriction: Enter Restrictions Note.</p>

<p>Use Restriction: Enter Restrictions Note.</p>

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