UNIVERSITY OF PITTSBURGH
SCHOOL OF INFORMATION SCIENCES

LIS 2224:  Archival Representation
Spring 2006

Thursdays 3:00 p.m. to 5:50 p.m.
SIS 411


Instructor:  Karen F. Gracy

Office:  SIS 620
Phone:  (412) 624-7679
E-mail:  kgracy@pitt.edu

Office Hours:  Mondays, 1:30-4:00 p.m. and by appt.
 

Course Objectives  |  Course Format  |  Course Requirements

Assignments    |  Grading and Paper Deadlines Overview of Course   |  Course Readings
 

Detailed Class Schedule with Readings:

Jan. 5  |  Jan. 12   |  Jan. 19   |  Jan. 26   |  Feb. 2   |  Feb. 9   |  Feb. 16   |  Feb. 23   |  Mar. 2
Mar. 9  |  Mar. 16   |  Mar. 23   |  Mar. 30   |  Apr. 6   |  Apr. 13   |  Apr. 20  |  Apr. 27

Course Objectives

This course is an introduction to the theoretical foundations, history, principles, and practices of archival representation.  After completing this course, students will have gained a basic understanding of the following concepts and issues:

By the end of the semester, students will have also gained proficiency in the following areas:


Course Format

 
Class sessions will be conducted as a seminar, with discussions focusing on the assigned readings and occasional in-class exercises.  The instructor will lecture on key aspects of archival arrangement, description, and the development of surrogates, and will also touch upon important research in the field throughout the course.  The class will meet occasionally in the computer lab to gain hands-on experience with the creation of surrogates for archival collections (MARC records and EAD versions of finding aids).
 
In consideration of the instructor and your fellow students ...

Please turn off all electronic devices (cell phones, pagers, and PDAs) while class is in session.  Use of your cell phone while class is in session (including allowing it to ring) will result in a lowered participation grade.  If you will be using a laptop to take notes, please adjust the volume setting so that you do not disturb others.  Thank you.

Accommodations:

Students with disabilities who require special testing accommodations or other classroom modifications should notify the instructor and the Office of Disability Resources & Services (DRS) no later than the 3rd week of the term.  Students may be asked to provide documentation of their disability to determine the appropriateness of the request.  DRS is located in 216 William Pitt Union and can be contacted at 412-648-7890 (voice), 412-624-3346 (fax), and (412) 383-7355 (TTY).

Students who must miss an exam or class due to religious observance must notify the instructor ahead of time and make alternative arrangements.
 

Course Requirements

Two Suggestions for Improving Your Performance in This Course:

Policy on Academic Integrity:

Please familiarize yourself with the School of Information Science's Guidelines on Academic Integrity, found at http://www2.sis.pitt.edu/~wadmin/academics/information/sisacint.html .  It is the student's responsibility to carefully document his or her work using the appropriate style of citation.  Be aware that plagiarism will not be tolerated, and will result in a failing grade in this course.
 

Assignments (Master's students)

Collection Representation Project

Each master's student will complete a collections representation project, which will involve the production of several surrogates for the representation of a small set of archival records or historical manuscripts (approximately 2-4 linear feet).  To assist with with the selection of a collection, students will be provided with a list of collections currently waiting to be processed at area repositories during the January 12 class session.  Students are free, however, to select another reasonably sized collection located at any local repository to which they can arrange access.  Students who are currently working at local repositories may wish to consult with their supervisors to identify suitable collections.

Completion of the collection representation project will entail the following components:

  1. Selecting a collection to process by the January 12 class session;
  2. Attendance at an orientation session at the host institution during the second week of classes;
  3. Developing a processing plan for the collection;
  4. Arranging and describing the materials;
  5. Doing background research on the collection for the preparation of the finding aid;
  6. Writing a finding aid;
  7. Creation of a US MARC record for the collection
  8. Marking up the finding aid in SGML, using the EAD Document Type Definition; and,
  9. Providing the instructor with a revised electronic version of the finding aid, MARC, and EAD records for delivery to the host repository.
In preparing this assignment, students should adhere to the policies and procedures for processing archival materials established by their host repository.

In addition to the collections representation study, Master's students will choose one of the two options outlined below in order to complete the requirements for written assignments.  Students must notify the instructor of which option they have chosen by the fifth class session (February 2nd) and of their specific topic by the eighth class session (February 23rd).

Option 1:  Paper on Representation Policies and Practices (Master's Students)

Master's students may elect to write a 15-20 page paper analyzing the representation practices and/or policies of any archival institution to which they can arrange access (either in person or online).  Students should interview at least one persion in the repository which they have chosen, review any policies and procedures manuals used by the institution, and examine the different types of surrogates produced to represent the institution's archival holdings.  Since each repository approaches the representation of its collections somewhat differently, the issues addressed in the paper will depend upon the institution chosen.  At a minimum, however, the representation policy and practices paper should contain the following components:

    A)  Description of the institution and its holdings;

    B)  Analysis of existing policies, procedures, and practices related to collections representation;

    C)  Evaluation of surrogates produced by the institution;

    D)  Assessment of the representation program, accompanied by recommendations for improvement.

Additionally, students will be expected to refer to the literature where appropriate in their critique of representation policies and procedures, and in support of their recommendations.


Option 2:  Literature Review (Master's Students)

Alternatively, master's students may complete a 15-20 page literature review examining some problem in the area of archival representation, or the development of archival thinking in a particular area.  This research paper should demonstrate familiarity and in-depth analysis of the existing literature.  Examples of acceptable paper topics might include (but are not limited to):

Students who have completed work on a topic related to representation in an earlier archives course can expand on their previous work with the approval of the instructor, provided that the paper they produce for this course demonstrates a considerably wider range of reading of the appropriate professional literature and/or a more sophisticated research methodology.  Students who choose to expand on previous papers should expect to produce a paper of 20-25 pages.


Assignments (Doctoral Students)

Doctoral students must complete a piece of publishable research (minimum length of 25 pages).  Doctoral students should identify themselves and discuss the research project with the instructor in the first four weeks of the term (no later than January 26th).

Grading and Paper Deadlines for Master's Students

Assignments Due Date Percent of Grade
Collections Representation Study
60%
     Selection of Collection
January 12, 2006
     Processing Plan (10%) January 26, 2006
     Finding Aid (25%) March 16, 2006
     US MARC Record (15%) March 23, 2006
     EAD Record (10%) April 6, 2006
     Electronic Version of Finding Aid, MARC, and EAD Records No later than April 20, 2006
Policy Paper or Research Paper (Option due February 2nd; topic due February 23rd) April 20, 2006 30%
Class Participation, In-Class Presentations, Exercises, and Attendance Ongoing 10%
(Total)

100%


Grading and Paper Deadlines for Doctoral Students


Assignments Due Date Percent of Grade
Research Paper (Topic due January 26th) April 20, 2006 70%
Class Participation, In-Class Presentations, Exercises, and Attendance Ongoing 30%
(Total)

100%

Overview of Course

Week Date Topic/Activity
1 January 5th
  • Introduction to Course
  • Review of Requirements
  • Representation of Archival Collections:  History and Core Concepts
2 January 12th
  • Representation of Archival Collections: Arrangement
  • Writing a Processing Plan
  • Costs of Processing

Due:  Selection of Collection (In Class)

3 January 19th
  • Representation of Archival Collections:  Description
  • Representation of Archival Collections:  Tools for Description and Their Efficacy
    • Calendars, finding aids, guides, indexes, registers, catalogs, etc.
4 January 26th
  • The Role of Standards in Archival Description
    • DACS, EAD, MARC, LCSH, et al.
DueProcessing Plan
          Paper Topic (Doctoral Students Only)

LECTURE:  Rick Prelinger, Frick Fine Arts Auditorium, 4:30 p.m. (class will attend)

5 February 2nd
  • Authority Control in the Archival Environment, Pt. I (Describing Creators)
  • MARC for Archival Collections, Pt. I (Structural Elements and Syntax)
6 February 9th
  • Authority Control in the Archival Environment, Pt. II (Forms of Names)
  • MARC for Archival Collections, Pt. II (Creating Collection-Level Records)
7 February 16th
  • Subject Access
    • LCSH and AAT (Structural elements and syntax)
8 February 23rd
  • Subject Access
    • LCSH  and AAT (Applying topical, genre,  functional, and occupational terms)
Due:  Paper Topic (MLIS Students)
9
March 2nd
  • MARC for Archival Collections, Pt. 3 (Tagging subject headings and indexing terms)


March 9th
  • No Class (Spring Break)
10 March 16th
  • Representation of Visual Materials
Guest Speaker:  Miriam Meislik

Due:  Finding Aid
11 March 23rd
  • Encoded Archival Description, Pt. 1:  History, DTD, and Administrative Decisions
Due:  MARC Record

LECTURE:  Verne Harris, Frick Fine Arts Auditorium, 4:30 p.m. (class will attend)
12 March 30th
  • Encoded Archival Description, Pt. 2: Technical Decisions and Implementation
13 April 6th
  • Representation of Time-Based Media (Moving Images and Sound)
Due:  EAD Record (Electronic and Paper Versions)

LECTURE:  Thomas Blanton, Frick Fine Arts Auditorium, 4:30 p.m. (class will attend)
14 April 13th
  • Creation and Preservation of Metadata for Archival Collections
  • Metadata Standards:  Dublin Core, METS, MODS, OAI, etc.

Guest Speakers:  Aaron Brenner and Michael Bolam, University of Pittsburgh Digital Library
15
April 20th

No class meeting

Due:

1) Electronic Versions of Finding Aid, MARC Record, EAD Record

2) Final Paper

LECTURE:  Michèle Cloonan, Frick Fine Arts Auditorium, 4:30 p.m. (class will attend)

Finals Week
April 27th
  • Representation of Electronic Records
  • Archives on the Web
  • Wrap-Up of Course


Course Readings

Required texts are:

  1. Describing Archives:  A Content Standard (Chicago:  Society of American Archivists, 2004).  Abbreviated as DACS throughout syllabus. Z 695.2 S625 2004
  2. Kathleen D. Roe, Arranging and Describing Archives and Manuscripts (Chicago:  Society of American Archivists, 2005).  CD 950 R64 2005
  3. Encoded Archival Description Working Group of the Society of American Archivists, Encoded Archival Description Tag Library: Version 2002 (Chicago:  Society of American Archivists, 2002).  Z 695.2 E55 2002 Available online at:  http://www.loc.gov/ead/tglib/index.html.
  4. Encoded Archival Description Working Group of the Society of American Archivists, Encoded Archival Description Application Guidelines:  Version 1.0 (Chicago:  Society of American Archivists, 1999).  Z 695.2 S63 1999.  Available online at http://www.loc.gov/ead/ag/aghome.html
  5. Michael J. Fox and Peter Wilkerson, Introduction to Organization and Description:  Access to Cultural Heritage (Los Angeles:  Getty, 1999).  Available online at:  http://www.schistory.org/getty/index.html .
Additional required readings are available on reserve in the IS Library or electronically.  Please note:  all readings which have call numbers are not on electronic reserve--you will need to visit the library to obtain these readings.  Also, some recommended readings may not be on reserve due to limitations on the number of items which may be put on reserve.
 

Detailed Class Schedule with Assigned Readings
 

January 5th: 

Required Readings:

    David A. Bearman and Richard H. Lytle, "The Power of the Principle of Provenance," Archivaria 21 (Winter 1985-86):  14-27.

    Terry Cook, "The Concept of Archival Fonds:  Theory, Description, and Provenance in the Post Custodial Era," Archivaria 35 (Spring 1993):  24-37; and in Archival Fonds:  From Theory to Practice, Terry Eastwood, ed., (Ottawa:  Bureau of Canadian Archivists, 1992):  31-85.  CD950 A65 1992

    Michael J. Fox and Peter Wilkerson, Introduction to Organization and Description:  Access to Cultural Heritage (Los Angeles:  Getty, 1999).  Available online at:  http://www.schistory.org/getty/index.html .

    Chris Hurley, "Problems with Provenance," Archives and Manuscripts 23.2 (Nov. 1995):  234-59.

    Kathleen D. Roe, Arranging and Describing Archives and Manuscripts (Chicago:  Society of American Archivists, 2005).  Read Introduction and Chapter 1 (pp. xiii-xv, 1-10).  CD 950 R64 2005

    Recommended Scanning:

    Richard C. Berner, Archival Theory and Practice in the United States:  A Historical Analysis (Seattle:  University of Washington Press, 1983).  Chapters 1-6.  CD 3021. B47 1983

    Hilary Jenkinson, Manual of Archive Administration , 2nd ed. (London:  Percy Lund, Humphries & Co., 1966).  Part II.  CD 950 J52 1937 (Hillman Non-Circulating)

    Frederic Miller, Arranging and Describing Archives and Manuscripts (Chicago:  Society of American Archivists, 1990).  Chapter 1:  Introduction, Chapter 2:  Archives and Manuscripts:  Comparisons and Models, and Chapter 3:  Basic Archival Principles. Z 695.2 M55 1990

    S. Muller, J.A. Feith, and R Fruin, Manual for the Arrangement and Description of Archives, trans. Arthur H. Leavitt (New York:  H.W. Wilson, 1968).  CD 952 M95 1968

    Robert D. Reynolds, Jr., "The Incunabula of Archival Theory and Practice in the United States:  J.C. Fitzpatrick's Notes on the Care, Cataloguing, Calendaring, and Arranging of Manuscripts and the Public Archives Commission's Uncompleted 'Primer of Archival Economy,'" American Archivist 54 (Fall 1991):  466-82.


January 12th: 

Due:  Selection of Collection to be Processed

Required Readings:

    Megan Floyd Desnoyers, "When Is a Collection Processed?" Midwestern Archivist 7.1 (1982):  5-23.

    Terry Eastwood, "Putting the Parts of the Whole Together:  Systematic Arrangement of Archives," Archivaria 50 (Fall 2000):  93-116.

    Oliver W. Holmes, "Archival Arrangement:  Five Different Operations at Five Different Levels," American Archivist 27 (January 1964):  21-41.

    Kathleen D. Roe, Arranging and Describing Archives and Manuscripts (Chicago:  Society of American Archivists, 2005).  Read Chapter 2 (pp.11-31), Chapter 4 (pp. 45-70 only), and Appendices B-C (pp. 119-130).  CD 950 R64 2005

Read one of the research studies below as assigned:

    Terry Abraham, Stephen E. Balzarini, and Anne Frantilla, "What is Backlog is Prologue:  A Measurement of Archival Processing," American Archivist 48 (Winter 1985):  31-44.

    Paul Ericksen and Robert Shuster, "Beneficial Shocks:  The Place of Processing—Cost Analysis in Archival Administration," American Archivist 58.1 (Winter 1995):  32-52.

    Uli Haller, "Variations in the Processing Rates on the Magnuson and Jackson Senatorial Papers," American Archivist 50 (Winter 1987):  100-109.

    William Maher, "Measurement and Analysis of Processing Costs in Academic Archives," College and Research Libraries 43 (1982):  59-67.

Recommended Scanning:

    Frank Boles, "Disrespecting Original Order," American Archivist 45 (Winter 1982):  26-32.

    Uli Haller, "Processing for Access," American Archivist 48 (Fall 1985):  400-15.

    Miller, Arranging and Describing Archives and Manuscripts, Chapters 5-7:  Arrangement and Description.  Z 695.2 M55 1990

    Thomas Wilsted, Computing the Total Cost of Archival Processing, Technical Leaflet Series no. 2 (n.p.:  Mid-Atlantic Regional Archives Conference, 1989).  CD 971 W54 1989

January 19th:

Required Readings:

(Description)

    DACS (read all prefatory material, introduction, Chapters 1-8). Z 695.2 S625 2004

    Chris Hurley, "The Making and the Keeping of Records:  (1) What Are Finding Aids For?" Archives and Manuscripts 26.1 (May 1998):  58-77.

    Wendy M. Duff and Verne Harris, "Stories and Names:  Archival Description as Narrating Records and Constructing Meanings," Archival Science 2 (2002):  263-285.

    Michelle Light and Tom Hyry, "Colophons and Annotations:  New Directions for the Finding Aid," American Archivist 65 (2002):  216-230.

    Kathleen D. Roe, Arranging and Describing Archives and Manuscripts (Chicago:  Society of American Archivists, 2005).  Read rest of Chapter 4 (pp. 71-97) and Appendix D (pp. 131-145).  CD 950 R64 2005

(Tools) 

    Fredric Miller, "Use, Appraisal, and Research:  A Case Study of Social History," American Archivist 49 (Fall 1986):  371-392.

    Jacqueline Goggin, "The Indirect Approach:  A Study of Scholarly Users of Black and Women's Organizational Records in the Library of Congress Manuscript Division," Midwestern Archivist 11 (1986):  57-67.

    Helen R. Tibbo and Lokman I. Meho, "Finding Finding Aids on the World Wide Web," American Archivist 64 (Spring/Summer 2001):  61-77.

    Review one of the following sets as assigned:

    National Union Catalog of Manuscript Collections (NUCMC) (Washington, D.C.:  Library of Congress. 1993 ed. Z 6620 U5 N3 (Hillman Non-Circulating)

    Research Libraries Information Network (RLIN), http://rlin21.rlg.org (please ask for login id and password from instructor)

    National Inventory of Documentary Sources (NIDS) CD 3023. N37 1985 (Hillman 2nd Floor Non-Circulating)

    National Historical Publicatons and Records Commission, Directory of Archives and Manuscript Repositories in the United States (Phoenix:  Oryx Press, 1988).  CD 3020.D49 1988 (IS Library Non-Circulating)

    Women's History Sources: A Guide to Archives and Manuscript Collections in the United States (New York:  Bowker, 1979). Z 7964.U49 H56 (Hillman Non-Circulating)

    Vatican Archives:  An Inventory and Guide to Historical Documents of the Holy See (New York:  Oxford University Press, 1998).  CD 1586 1998 (Hillman Non-Circulating).

Also recommended:

    Miller, Arranging and Describing Archives and Manuscripts, Chapter 8:  Description:  The Nature of Archival Information (80-87) and Chapter 9:  Descriptive Tools (88-108). Z 695.2 M55 1990


January 26th: 

Due:  Processing Plan (MLIS Students)
          Paper Topic (Doctoral Students Only)

LECTURE:  Rick Prelinger, Frick Fine Arts Auditorium, 4:30 p.m.

Required Readings:

    Jean E. Dryden, Implementing Descriptive Standards at the United Church Central Archives:  A Case Study in Automated Techniques for Archives (Chicago:  Society of American Archivists, 1997). CD 973.D3 D78 1997

    Wendy Duff and Kent Haworth, "Advancing Archival Description:  A Model for Rationalising North American Descriptive Standards,"  Archives and Manuscripts 25.2 (Nov. 1997):  194-217.

    Kathleen D. Roe, Arranging and Describing Archives and Manuscripts (Chicago:  Society of American Archivists, 2005).  Read Chapter 3 (pp. 33-44) and Appendix A (pp. 111-118).  CD 950 R64 2005

Recommended Scanning:

   International Council on Archives, ISAD (G):  General International Standard Archival Description, 2nd ed. (Paris:  ICA, 2004).  http://www.ica.org/biblio.php?pdocid=1

    Steven L. Hensen, "Standards for the Exchange of Descriptive Information on Archival and Manuscript Material in the United States," Archivaria 34 (Summer 1992):  272-78.

    William E. Landis, "Nuts and Bolts:  Implementing Descriptive Standards to Enable Virtual Collections," Journal of Archival Organization 1.1 (2002):  81-92.

    Miller, Arranging and Describing Archives and Manuscripts, Chapter 10:  Descriptive Standards (109-123).  Z 695.2 M55 1990

    Hugo L.P. Stibbe, "Archival Descriptive Standards and the Archival Community:  A Retrospective, 1996," Archivaria 41 (Spring 1996):  259-274.

    "Report of the Working Group on Standards for Archival Description," American Archivist 52 (Fall 1989):  440-61, and related articles in same issue, 504-26.

    Canadian Working Group on Archival Descriptive Standards, Toward Descriptive Standards (Ottawa:  Bureau of Canadian Archivists, 1985).  Z695.2 B87 1985

    Victoria Irons Walch, Standards for Archival Description:  A Handbook (Chicago:  Society of American Archivists, 1994). Z 695.2 W35 1994

    Special issue on archival descriptive standards in Library Trends 36 (Winter 1988).

    Special issue on archival descriptive standards in Archivaria 34 (Summer 1992).

    "Standards for Archival Description:  Background Papers," American Archivist 53 (Winter 1990):  24-108.


 February 2nd:

Required Reading:

(Authority control)

    DACS, pp. 85-114. Z 695.2 S625 2004

    Kathleen D. Roe, Arranging and Describing Archives and Manuscripts (Chicago:  Society of American Archivists, 2005).  Read Appendix E (pp. 146-174).  CD 950 R64 2005

    Hugo Stibbe, "Implementing the Concept of Fonds:  Primary Access Point, Multilevel Description, and Authority Control," Archivaria 34 (Summer 1992):  109-37.

(MARC)

    Deborah J. Byrne, MARC Manual:  Understanding and Using MARC Records, 2nd ed. (Englewood, Colo.:  Libraries Unlimited, 1998).  Chapters 1-5, 10 (1-127, 209-227).  Z 699.35 M28 B97 1998

    Marion E. Matters, Introduction to the USMARC Format for Archival and Manuscripts Control (Chicago:  Society of American Archivists, 1990).  Z695.2 M37 1990

Recommended Scanning:

    Library of Congress, MARC Standards, http://lcweb.loc.gov/marc

    International Council on Archives, ISAAR (CPF):  International Standard Archival Authority Record for Corporate Bodies, Persons, and Families, 2nd ed. (Paris:  ICA, 2004).  http://www.ica.org/biblio.php?pdocid=144

    Charles A. Cutter, "Rules for a Dictionary Catalog:  Selections," in Foundations of Cataloging:  A Sourcebook, ed. Michael Carpenter and Elaine Svenonius (Littleton, Colo.:  Libraries Unlimited, 1985):  62-71.  Z 693 F68 1985

    Ronald Hagler, The Bibliographic Record and Information Technology, 3rd ed. (Chicago:  American Library Association, 1997).  Read pp. 1-94.  Z 699.35 M28 H34 1997

    Seymour Lubetzky, "The Objectives of the Catalog," in Foundations of Cataloging:  A Sourcebook , ed. Michael Carpenter and Elaine Svenonius (Littleton, Colo.:  Libraries Unlimited, 1985):  90-103.   Z 693 F68 1985

    Andrew D. Osborn, "The Crisis in Cataloging," in Foundations in Cataloging:  A Sourcebook , ed. Michael Carpenter and Elaine Svenonius (Littleton, Colo.:  Libraries Unlimited, 1985):  186-194.  Z 693 F68 1985

    Barbara B. Tillet, "The History of Linking Devices," Library Resource & Technical Services 36 (1992):  23-36.

 February 9th:

Class held in 828 Lab

Required Reading:

(Authority control)

    DACS
, pp. 117-197. Z 695.2 S625 2004

    Elizabeth Black, Authority Control:  A Manual for Archivists ([Ottawa]:  Planning Committee on Descriptive Standards, Bureau of Canadian Archivists, 1991.  Z 693.3 A88 B53 1991

    Marion Matters, "Authority Work for Transitional Catalogs," in Describing Archival Materials:  The Use of the MARC AMC Format, ed. Richard P. Smiraglia (New York:  Haworth Press, 1990).  Originally published as Cataloging & Classification Quarterly 11.3-4 (1990). Z 699.5 A7D47 1990

    Edward Swanson, "Choice and Form of Access Points According to AACR2," in Describing Archival Materials:  The Use of the MARC AMC Format, ed. Richard P. Smiraglia (New York:  Haworth Press, 1990).  Originally published as Cataloging & Classification Quarterly 11.3-4 (1990). Z 699.5 A7D47 1990

(MARC)

    Lisa Weber, "Record Formatting:  MARC AMC," in Describing Archival Materials:  The Use of the MARC AMC Format , ed. Richard P. Smiraglia (New York:  Haworth Press, 1990).  Originally published as Cataloging & Classification Quarterly 11.3-4 (1990). Z 699.5 A7D47 1990

    Robert P. Spindler and Richard Pearce-Moses, "Does AMC Mean 'Archives Made Confusing'? Patron Understanding of USMARC AMC Catalog Records," American Archivist 56 (Spring 1993):  330-41.

Recommended Scanning:

    Lyn Martin, "Viewing the Field:  A Literature Review and Survey of the Use of MARC AMC in U.S. Academic Archives," American Archivist 57 (Summer 1994):  482-97.

    Special issue on the MARC AMC format, American Archivist 49 (Winter 1986).

    Elizabeth Yakel, "Pushing MARC to Its Limits:  The Vatican Archives Project," American Archivist 55 (Winter 1992):  192-201.


February 16th:

Required Readings:

    Jackie M. Dooley, "Subject Indexing in Context," American Archivist 55 (Spring 1992):  344-54.

    Richard H. Lytle, "Intellectual Access to Archives:  I. Provenance and Content Indexing Methods of Subject Retrieval," American Archivist 43 (Winter 1980):  64-75.

    Fernanda Ribeiro, "Subject Indexing and Authority Control in Archives:  The Need for Subject Indexing in Archives and for an Indexing Policy Using Controlled Language," Journal of the Society of Archivists 17.1 (1996):  27-54.

Recommended Scanning:

    Art and Architecture Thesaurus [AAT], http://www.getty.edu/research/tools/vocabulary/aat

    Library of Congress Subject Headings [LCSH], LC 26.7 (Hillman Non-Circulating, latest edition kept on Reference Desk dictionary stand)

    Library of Congress Thesaurus for Graphic Materials [LCTGM], http://lcweb.loc.gov/rr/print/tgm1 and http://lcweb.loc.gov/rr/print/tgm2 .

    Medical Subject Headings [MeSH] Z 695.1 M48 U52c (Falk Library--200 Scaife Hall, non-circulating; also online at http://www.nlm.nih.gov/mesh/meshhome.html)

    Richard H. Lytle, "Intellectual Access to Archives:  II. Report of an Experiment Comparing Provenance and Content Indexing Methods of Subject Retrieval," American Archivist 43 (Spring 1980):  191-206.



February 23rd:
Due:  Paper Topic (MLIS Students)

Required Readings:

   Richard P. Smiraglia, "Subject Access to Archival Matierals Using LCSH," in Describing Archival Materials:  The Use of the MARC AMC Format, ed. Richard P. Smiraglia (New York:  Haworth Press, 1990).  Originally published as Cataloging & Classification Quarterly 11.3-4 (1990). Z 699.5 A7D47 1990

    Guide to Indexing and Cataloging with the Art & Architecture Thesaurus, ed. Toni Petersen and Patricia J. Barnett (New York : Oxford University Press, 1994).  Ch. 5, "Archives and Special Collections," pp. 87-100.  Z 695.1 A7G85 1994

Recommended Scanning:

    Helen R. Tibbo, "The Epic Struggle:  Subject Retrieval from Large Bibliographic Databases," American Archivist 57 (Spring 1994):  310-26.


March 2nd:  

Class held in 828 Lab

Please bring your finding aids and proposed access points to the laboratory.  We will get started on the MARC assignment during this session.

March 9th:  No Class (Spring Break)


March 16th:

Guest Speaker:  Miriam Meislik, Archives Service Center, University of Pittsburgh)

Due:  Finding Aid


Resources (skim):
 

   Elisabeth W. Betz, Graphic Materials: Rules for Describing Original Items and Historical Collections. Washington, DC: Library of Congress, 1982. 155 p. (Alternative to Anglo-American Cataloguing Rules, Chapter 8.) Text of GM is available online in several formats at http://www.loc.gov/rr/print/gm/graphmat.html

    Library of Congress. Prints and Photographs Division. Thesaurus for Graphic Materials I: Subject Terms.(TGM I) Washington, DC: Library of Congress, 1995. Rev. ed. 556 p. Available online, including terms added since 1995: tgm1/

    Library of Congress. Prints and Photographs Division. Thesaurus for Graphic Materials II: Genre and Physical Characteristic Terms. (TGM II or GMPGC) Washington, DC: Library of Congress, 1995. Rev. ed. Available online, including terms added since 1995: tgm2/

Required Readings:

    Arden Alexander and Tracy Meehleib, "The Thesaurus for Graphic Materials: Its History, Use, and Future" in Cataloging and Classification Quarterly 31: 3/4 (2001): 189-212.  Available via PittCat.

    Caroline R. Arms, "Getting the Picture: Observations from the Library of Congress on Providing Online Access to Pictorial Images," Library Trends 48: 2 (Fall 1999): 379-409. Available online: http://memory.loc.gov/ammem/techdocs/libt1999/libt1999.html

    Guide to Indexing and Cataloging with the Art & Architecture Thesaurus, ed. Toni Petersen and Patricia J. Barnett (New York:  Oxford University Press, 1994).  Chapter 8, "Visual Resources,"  pp. 163-179.  Z 695.1 A7G85 1994

    Sara Shatford,  "Analyzing the Subject of a Picture: A Theoretical Approach," Cataloging and Classification Quarterly 6:3 (1986): 39-62.
    Sara Shatford, "Describing a Picture: A Thousand Words are Seldom Cost Effective," Cataloging and Classification Quarterly 4:4 (1984): 13-30.


March 23rd:

Due:  MARC Record

LECTURE:  Verne Harris, Frick Fine Arts Auditorium, 4:30 p.m.

Required Reading:

    Lisa R. Coats, "Users of EAD Finding Aids:  Who Are They and Are They Satisfied?" Journal of Archival Organization 2.3 (2004):  25-39.

    Elizabeth H. Dow, Creating EAD-Compatible Finding Guides on Paper (Lanham, Md.:  Scarecrow Press, 2005).  Read pp. ??-???.

    Janice E. Ruth, "Encoded Archival Description:  A Structural Overview," American Archivist 60 (Summer 1997): 310-329.

    James M. Roth, "Serving Up EAD:  An Exploratory Study on the Deployment and Utilization of Encoded Archival Description (EAD) Finding Aids," American Archivist 64.2 (Fall/Winter 2001):  214-37.


Skim/Familiarize Yourself With:

   EAD DTD Home Page, http://lcweb.loc.gov/ead/

    Encoded Archival Description Working Group of the Society of American Archivists, Encoded Archival Description Application Guidelines:  Version 1.0 (Chicago:  Society of American Archivists, 1999). Z 695.2 S63 1999, http://www.loc.gov/ead/ag/aghome.html

    Encoded Archival Description Working Group of the Society of American Archivists, Encoded Archival Description Tag Library: Version 2002 (Chicago:  Society of American Archivists, 2002). Z 695.2 S67 1998, http://www.loc.gov/ead/tglib/


Recommended Browsing:

    EAD Finding Aids Home Page, http://lcweb.loc.gov/rr/ead/eadhome.html

    EAD Help Pages, http://jefferson.village.virginia.edu/ead/

    California Heritage Collection, http://sunsite.berkeley.edu/calheritage/
    Martin Bryan, SGML and HTML Explained (Addison Wesley Longman, 1997), http://www.sgml.u-net.com/book/sgml-1.htm


March 30th:

Class held in 828 Lab

Required Reading:

    Christina J. Hostetter, "Online Finding Aids:  Are They Practical?" Journal of Archival Organization 2.1-2 (2004):  117-145.

    Jennifer A. Marshall, "The Impact of EAD Adoption on Archival Programs:  A Pilot Survey of Early Implementers," Journal of Archival Organization 1.1 (2002):  35-51.

    Elizabeth J. Shaw, "Rethinking EAD: Balancing Flexibility and Interoperability," New Review of Information Networking 7 (2001): 117-132.

    Elizabeth Yakel, "Encoded Archival Description:  Are Finding Aids Boundary Spanner Of Barriers for Users?" Journal of Archival Organization 2.1-2 (2004):  63-77.

Recommended Scanning:

    Encoded Archival Description on the Internet , Daniel V. Pitti and Wendy M. Duff, eds. (Binghamton, N.Y.:  Haworth Information Press, 2001).  Z 695.2 E63 2001  On reserve.

    Julie Allinson, "Enabling Armchair Delivery:  Approaches to Encoding Finding Aids at the University of Liverpool," Archives and Museum Informatics 12.3-4 (1998):  253-76. [Available electronically through PittCat]

    Elizabeth H. Dow, Creating EAD-Compatible Finding Guides on Paper (Lanham, Md.:  Scarecrow Press, 2005).  On order at SIS library.

David C. Gatrell, "Word Processing and Database Software as EAD Encoding Tools," Archives and Museum Informatics 12.3-4 (1998):  277-86.  [Available electronically through PittCat]

    Timothy Hutchinson, "Retrieval Experiment Comparing MARC and EAD," Archivaria 44 (Fall 1997):  72-100.

    Jill Tatem, "EAD:  Obstacles to Implementation, Opportunities for Understanding," Archival Issues 23.2 (1998):  155-69.

    Paul B. Watry, "Delivering the Goods:  Constructing a Next-Generation Information Retrieval System for Distribution of EAD Finding Aids," Archives and Museum Informatics 12.3-4 (1998):  243-52.  [Available electronically through PittCat].


Apr. 6th:

Due:  EAD Record (Electronic and Paper Versions)

LECTURE:  Thomas Blanton, Frick Fine Arts Auditorium, 4:30 p.m.

Resources (skim):

    Abigail Leab Martin, ed., AMIA Compendium of Moving Image Cataloging Practice (Beverly Hills, Calif.:  Association of Moving Image Archivists; Chicago:  Society of American Archivists, 2001).  Skim (particularly 6-55).  Z 695.64 A45 2001

    International Association of Sound and Audiovisual Archives, The IASA Cataloging Rules:  A Manual for Description of Sound Recordingsand Related Audiovisual Media (IASA, 1998), http://www.iasa-web.org/icat/ .  Skim, particularly introduction.

    Wendy White-Hensen, Archival Moving Image Materials:  A Cataloging Manual (Washington, D.C.:  Library of Congress, 2000).  Hillman Library Gov. Docs L40.8:AR 2/2000

Required Readings:

    Helene Whitson and Gerry Yeager, "Arrangement and Description" and Jane Dunbar Johnson, "Cataloging" in The Administration of Television Newsfilm and Videotape Collections:  A Curatorial Manual (Los Angeles:  American Film Institute; Miami:  Louis Wolfson II Media History Center, 1997), 127-163.

    Olwen Terris, "What You Don’t See and Don’t Hear: Subject Indexing of Moving Images," Journal of Film Preservation 62 (2001): 40-43. http://www.fiafnet.org/pdf/uk/fiaf62.pdf

    David H. Thomas, "Cataloging Sound Recordings Using Archival Methods," Cataloging & Classification Quarterly 11.3-4 (1990):  193-212.

    Martha Yee, "The Concept of Work for Moving Image Materials," Cataloging & Classification Quarterly 18.2 (1993):  33-40.


Apr. 13th:

Guest Speakers:  Michael Bolam and Aaron Brenner, University of Pittsburgh Digital Research Library

Required Reading:

    Wendy M. Duff, "Evaluating Metadata on a Metalevel," Archival Science 1 (2001):  285-294.  Available via PittCat.

    Wendy M. Duff, "Will Metadata Replace Archival Description:  A Commentary," Archivaria 39 (Spring 1995):  33-38.

    Heather MacNeil, "Metadata Strategies and Archival Description:  Comparing Apples to Oranges," Archivaria 39 (Spring 1995):  22-32.

    David A. Wallace, "Managing the Present:  Metadata as Archival Description," Archivaria 39 (Spring 1995):  11-21.


Apr. 20th:  No Class (Go to Final Archives and Ethics lecture at 4:30 p.m.)

Due:

1) Electronic Versions of Finding Aid, MARC Record, EAD Record

2) Final Paper

LECTURE:  Michèle Cloonan, Frick Fine Arts Auditorium, 4:30 p.m.


Apr. 27th:

Required Readings:

(Electronic records)

    David Bearman and Wendy Duff, "Grounding Archival Description in the Functional Requirements for Evidence," Archivaria 41 (Spring 1996):  275-303.

    Jean E. Dryden, "Archival Description of Electronic Records:  An Examination of Current Practices," Archivaria 40 (Fall 1995):  99-108.

    Margaret Hedstrom, "How Do Archivists Make Electronic Archives Useable and Accessible?" Archives and Manuscripts 26 (May 1998):  6-23.

(Archives on the Web)

    Burt Altman and John R. Nemmers, "The Usability of On-Line Archival Resources:  The POLARIS Project Finding Aid," American Archivist 64 (Spring/Summer 2001):  121-31.

    John D'Angelo and Sherry K. Little, "Successful Web Pages:  What Are They and Do They Exist," Information Technology and Libraries 17.2 (June 1998):  71-81. Available via PittCat.

    Jenni Davidson and Donna McRostie, "Webbed Feet:  Navigating the Net," Archives and Manuscripts 24 (Nov. 1996):  330-51.

    Kathleen Feeney, "Retrieval of Archival Finding Aids Using World Wide Web Search Engines," American Archivist 62 (Fall 1999):  206-228.    

    David A. Wallace, "Archives and the Information Superhighway:  Current Status and Future Challenges," International Information & Library Review 28.1 (Mar. 1996):  79-91.

    Manuscripts & Archives Tutorial, http://www.library.yale.edu/mssa/tutorial/tutorial.htm


Recommended Scanning:

(Electronic records)

    Margaret Hedstrom, "Descriptive Practices for Electronic Records:  Deciding What Is Essential and Imagining What Is Possible," Archivaria 36 (Autumn 1993):  53-63. 

(Archives on the Web)

    Terry Abraham, "Net Worth:  Adding Value to the Archival Web Site," paper presented at the Annual Meeting of the Society of American Archivists, San Diego, August 30, 1996, http://www.uidaho.edu/special-sollections/papers/networth.htm

    William Landis, "Archival Outreach on the World Wide Web," Archival Issues 20.2 (1995):  129-47.

    Avra Michelson and Jeff Rothenberg, "Scholarly Communication and Information Technology:  Exploring the Impact of Changes in the Research Process on Archives," American Archivist 55.2 (Spring 1992):  236-315.

    Dennis A. Trinkle, Dorothy Auchter, Scott A. Merriman, and Todd E. Larson, The History Highway:  A Guide to Internet Resources (Armonk, N.Y.:  M.E. Sharpe, 1997).  D 16.255 G65 H58 1997 (Hillman Non-Circulating)