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September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

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Page 1: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

Converting Existing Electronic Finding Aids

Gary H. Stern (NPOL)

Page 2: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

Background

Project introduced at 2005 ARC POC Conference

The upload process actually began in April 2006

Existing electronic finding aids are “broken up” into individual ARC file unit or item level descriptions

Page 3: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

The Conversion From this…One document (Finding Aid)

Page 4: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

The Conversion (continued) …to this – Individual Records (File Units)

Page 5: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

The Numbers

As of August 31, 2009:6,832 finding aids have been

broken down into 2,473,032 file unit and item

descriptions

Page 6: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

The Process The finding aid is “cleaned up” to ensure

consistency Units can review cleaned up file before

upload The cleaned up file is converted into XML The XML is uploaded into ARC The file units or items are synched and

appear on the web after the next denorm

Page 7: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

ARC v. Online Resource In ARC, we represent the original order or

arrangement of the records. Finding aids representing the order of the

records will be uploaded into ARC (e.g. – a folder list from a subject series).

Finding aids containing information from the holdings (e.g. a name index for a chron file series) will be attached as an Online Resource.

Page 8: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

What to send Folder lists, item lists, NL manuscript

registers, simple databases Finding aids in Word, Excel, Access, or

HTML

• Parent series description must be entered in ARC

• Creator and Dates get “inherited” down• “Manually” inherit use/access restriction,

physical occurrence information

Page 9: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

Samples of what to send “Easy”

Page 10: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

…more samples…. Web pages

Page 11: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

…and another sample “Difficult”• Need to

replicate hierarchy

• Each line needs to stand on its own.

BUT – these four:

175 – Depredations Suits

175 – Depredations Suits – a) Sundry 1879 – 1892

175 – Depredations Suits – b) Willis and Fleming 1882 - 1883

175 – Depredations Suits – c) Kansas and N.M. Land and Cattle

Example:

Not these four:

175 – Depredations Suits

a) Sundry 1879 – 1892

b) Willis and Fleming 1882 - 1883

c) Kansas and N.M. Land and Cattle

Page 12: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

…and yet one more sample “Difficult”• One name,

multiple cases

Example:

Case No. C131-19, U.S. v. Buscemi, Napoletano, Sade, Barra…..

Example:

Case No. C131-10, U.S. v. Daniels

Case No. C131-11, U.S. v. Daniels

• Many names for one case file

Page 13: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

New Finding Aids We provide a customized Access database for

quick data entry of print finding aids or processing new file units

Generally, these consist of Title and Container ID.

These databases can include other fields, such as Container ID, Coverage Dates, General Records Type, Reproduction Count, etc.

Each database record is uploaded as an individual file unit or item level description.

Page 14: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

ARC v. Online Resource Again, in ARC, we represent the original order or

arrangement of the records. Finding aids representing the order of the

records will be uploaded into ARC (e.g. – a folder list from a subject series).

Finding aids containing information from the holdings (e.g. a name index for a chron file series) will be attached as an Online Resource.

Page 15: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

Online ResourcesExamples of Online Resource Notes: "The Navy Filing Manual," 4th Ed., 1941 can be used to

determine the file codes for specific files within this series. An index to the records in this series can be found at the

Bureau of Land Management General Land Office web site. Records in this series have been digitized and made available

online by our partner, Footnote.com, for a fee. The digitized records on Footnote.com are available free of charge in all NARA Research Rooms, including those in our regional archives and Presidential Libraries.

The electronic records in some of the files in this series can be searched online via the Access to Archival Databases (AAD) system.

Order Online! can be used to order copies of these records. This reference information paper, "The Dawes Rolls,"

provides tips for performing research in these records.

Page 16: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

Original database sort is in alphabetical order. The records are actually in Case File Number order.

•The database records will be resorted and uploaded into ARC in the records’ original order.

Page 17: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

Alphabetical List of Last Names on ARC Web Pages

•Not a one-to-one correspondence (most last names will link to multiple file units)

• A pop-up window will retrieve ARC file units for that search identifier, based on the last name (e.g. Abbott)

Page 18: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

What not to send (at this point)

We are currently not focusing on data that falls outside of the ARC data model (series/file unit/item).

For example, a name index to a series or multiple series would not go into ARC during this portion of the project.

Page 19: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

How to send in Finding Aids Email the finding aid as an attachment

to [email protected] In the Subject line, include the term: File

Units then the ARC ID and Series title. For example:

File Units: 731111 Subject Files Please send one finding aid per email

Page 20: September 2, 2009 Converting Existing Electronic Finding Aids Gary H. Stern (NPOL)

September 2, 2009

Contact

Email Gary H. Stern through the Lifecycle mailbox: [email protected]

Call Gary with questions at 301-837-3025