EAD Help
Pages
Maintained by the SAA-sponsored EAD Roundtable
Tools & Helper FilesThis page includes links to tools developed by other implementors that may help you to more effectively use particular software products to create, optimize, or deliver finding aids encoded in EAD.
http://github.com/jronallo/stead
https://github.com/jronallo/steady
http://steady.heroku.com/
Author: Jason Ronallo, Digital Collections Technology Librarian at NCSU Libraries. Contact: jason_ronallo@ncsu.edu.
Description: A command line tool and a web application that uses Ruby to transform data in spreadsheets into EAD component levels. This current version only works with series at the c01 level and files at the c02 level. Check back for upgrades later. Spreadsheet headers labels must conform to the schema specified by the tool. For instructions and examples, see documentation at http://github.com/jronallo/stead. To try a demo of the web application, see http://steady.heroku.com/.
http://orbiscascade.org/index/northwest-digital-archives-tools
Northwest Digital Archives (NWDA) provides online encoding templates, Excel-to-EAD tools for encoding container lists using an Excel template, documentation for XMetal and Oxygen, tutorials and other helper files used in creating EAD.
http://code.google.com/p/eaditor/
EADitor is an XForms framework for the creation and editing of EAD finding aids using Orbeon, an enterprise-level XForms Java application, which runs in Apache Tomcat.
Developer: Ethan Gruber, ewg4xuva@GMAIL.COM
http://journal.code4lib.org/media/issue8/miles/EadMcTaggartVBA.html
Ead McTaggart uses Visual Basic for Applications (VBA) to automatically insert the necessary EAD tags and attributes in a Microsoft Excel container list. Ead McTaggart will handle up to six component levels, but can be modified to handle more. For more information see the article at http://journal.code4lib.org/articles/2025.
Developer: Randall Miles, rm527@cornell.edu
http://www.dlib.indiana.edu/services/metadata/activities/eadDocumentation.shtml
The Indiana University Digital Library Program includes templates and documentation used for EAD encoding.
http://www.cdlib.org/services/dsc/tools/ead_webtemplates.html
The California Digital Library provides several online template forms used to create EAD finding aids.
http://archiveshub.ac.uk/eadeditor/
The UK Archives Hub provides an online "EAD Editor" application for creating and editing EAD descriptions. Requires a login.
https://lsta.lib.byu.edu/lstawiki/index.php/XEAD_Project
The University of Utah offers an EAD encoding tool named xEAD. The program was designed for the Windows platform and is written in Java (the user must have jre 1.4.0 or later).
http://www.bundesarchiv.de/daofind/en
The Bundesarchiv (Federal Archives) in Germany offers a tool called MEX (MidosaEditor for XML-Standards), which can now be downloaded from SourceForge (http://sourceforge.net/projects/mextoolset/files/). The software is available in German and English for MAC and Windows and can be downloaded in different configurations for various encoding situations. The tool includes HTML display and a METS editor that allows combining images into digital archival objects and linking them to EAD finding aids.
http://yalefact.pbworks.com/
The Finding Aids Creation Tool (FACT) is a locally customized version of XMetaL Author developed by Yale University Library. FACT encodes finding aids in a local schema that reflects Yale EAD Best Practice Guidelines, combined with some additional elements included for display during editing. Completed finding aids are converted to EAD via XSLT. FACT includes display style sheets; macros for functions such as numbering folders, numbering boxes, and creating internal links and indexes; custom FACT menus for adding elements and running macros; and the ability to run editorial XSLT style sheets on in-process finding aids.
http://sunsite3.berkeley.edu/ead/tools/
The The UC Berkeley EAD Toolkit includes the UC Berkeley EAD Best Practices Validator, the Ead2Html conversion program, the Berkeley Web Template Program, an EAD Version 1.0 to 2002 Conversion program, as well as tutorials and other tools.
http://www.ncecho.org/dig/ncead.shtml#tools
The North Carolina Exploring Cultural Heritage Online (NCECHO) NCEAD 2002 Tools include NoteTab Template and Clip Libraries for authoring, validation files, style sheets, and a tool for converting version 1.0 finding aids to EAD 2002.
http://oregonstate.edu/~reeset/marcedit/html/index.php
MarcEdit uses XSLT style sheelts to produce EAD finding aids from MARC records.
Developer: Terry Reese, terry.reese@oregonstate.edu
UNC_findingaid_functionality.zip
Release date: December 2009
Author: Joyce Chapman at North Carolina State University Libraries. Comments or reports of problems can be sent to her at joyce_chapman@ncsu.edu.
Objective: Instructions and code for adding three functionalities to your EAD Web display:
All code is from the 2009 finding aid Web display redesign at Wilson Library at the University of North Carolina at Chapel Hill. This zip file contains an HTML and XML file as well as a PDF file. The PDF contains the necessary XSL, CSS, and JavaScript code, instructions on how to integrate the modifications into your stylesheet, and some troubleshooting hints. The HTML and XML are an example finding aid.
oac-ead-to-pdf
This code is used for generating PDF documents from EAD Version 2002 finding aid instances. PDF documents are rendered according to Online Archive of California (OAC) formatting and display conventions. Version 0.1 of "oac-ead-to-pdf" is freely available for use and downloading from Google Code. Feel free to adapt and customize it to produce displays that are specific to your institution. "oac-ead-to-pdf" was developed and packaged by Mark Redar, California Digital Library Programmer Analyst. New iterations of the code will be made available as problems are identified and addressed.
The Archivists’ ToolkitTM (http://www.archiviststoolkit.org) is the first, and the first open source, application to provide broad, integrated support for the management of archives. It is intended for a wide range of archival repositories, large and small: academic, corporate, and government archives; historical societies; and museums. In the project’s first development phase, functionality was built to support accessioning and describing archival materials; establishing names and subjects associated with the archival materials, including the names of donors; managing locations for the materials; and importing / exporting EAD encoded finding aids and MARCXML records, as well as exporting METS records.
Version 1.0 of the Archivists’ ToolkitTM was released on December 17, 2006, under an Educational Community License, version 1.0. The project has been generously funded by The Andrew W. Mellon Foundation.
Archon is a web application for managing information about archives and manuscript collections. It automatically publishes descriptive information and digital objects in a searchable and browseable website. The output can be easily customized. It also as exports data using standard formats such as EAD and MARC21. The present and future releases of Archon will be freely avaialable for non-commercial use. -- Chris Prom, July 2006
Archon is an easy-to-use tool for managing information about archives and manuscripts. Archon's powerful scripts automatically publish descriptive information and digital archives in a searchable and browseable website--as well as export data using standard formats such as EAD. With Archon, there is no need to encode a document in xml, input a catalog record, or program a sytlesheet!
EAD XForms Tool (ZIP)
User
Guide (Word) Release date: Sept. 2006
This tool uses XForms
to enable the creation of EAD finding aids without the need to deal with XML markup. The
form was developed by Justin Banks at Austin College and all of the software necessary
to use it is available for free. For more information, refer to the User Guide.
EAD Tools Survey 
PDF Release
date: Aug. 2005
This survey seeks to provide a sketch of the current tool landscape
in order to present information about tools available to smaller institutions which may
help expedite wider adoption of the standard.
OCLC's EAD Report Card (released Jan. 2005) is the
first automated program for checking the quality of your EAD encoding. Created by
popular demand, this Web application supplements RLG's award-winning RLG Best Practice Guidelines for Encoded
Archival Description . Choose a finding aid, and the program
will flag any discrepancies, taking you to the relevant section of the encoding
guidelines so that you may correct your finding aid accordingly.
EAD Cookbook 2002 Release date: Mar. 2004
The EAD Cookbook 2002 provides practical, step-by-step assistance with the implementation of EAD. The current version of the Cookbook was updated from the first edition to comply with EAD 2002, to acknowledge the shift of the EAD community from SGML to XML, and to offer additional XSLT stylesheet options.
EAD Cookbook Release date: July 2000
The original EAD Cookbook was released in July 2000 to provide the EAD community with assistance in getting started using EAD. It was written to support the now superceded EAD Version 1.0.
Here is the EAD 2002 Cookbook Tools eadnotetab.exe self extracting zip file. You can download it or install it from this location. This file will create a directory called "eadcb" on drive C of your computer. Before using it, read the instuctions to install and configure all components--see ReadMe in main directory to begin.
Please send comments on this beta version to Chris Prom. Comments received by January 15, 2001 will be evaluated for inclusion in the final distribution of this tool. Group your comments in the following areas:
Here's to hoping that we can grow a shared space of stylesheets created by our community. Your stylesheets can be complete, proof-of-concept, started-but-not-quite-finished, under development, whatever. Just send them to this site's maintainer.
tri-XMLdate-normalizer.pl 
PERL Release date:
Aug. 2002
This is a Perl script that will normalize dates in an existing finding aid to ISO 8601.
It reads in the content of a <unitdate> element, then creates
and inserts a normal ="" attribute. It is still in the beta test version,
so comments are welcome.
The script will work with most date formats familiar to archivists. Any unrecognized
date formats cause the script to pause, and prompt the encoder to enter the normalized
form of the date. This will create the normal ="" attribute, while leaving
the displaying date in the "nonstandard" format.
Please note that it has only been tested in Windows with ActivePerl 5.8.3.809. It
requires the XML::Twig and HTML::Entities modules. After saving the file on
a Windows machine, you might need to add the extension ".pl" to the script in order for
it to run.
The script was written by Jason Casden at the Ohio State University Jerome Lawrence and Robert E. Lee Theatre Research Institute. Comments or reports of problems can be sent to him at casden@gmail.com
An XSLT stylesheet, with accompanying documentation and XSLT transformation engine (SAXON)
MSFT WORD Release
date: Nov. 2003 PDF Release date: Nov. 2003Objective:
Provide a simple and bare bones open source conversion toolkit
for EAD 1.0 to EAD 2002. Observe and achieve the following: SGML to XML conversion; EAD
1.0 to EAD 2002 tag set update/substitution; build into EAD 2002 output local values as
well as substitution attributes and/or elements; generate an exhaustive report_x.htm
informing the user of any and all changes made by the stylesheet insuring that data will
be retained based on user judgements.
Objective:
Provide a set of basic instructions for Oxygen XML Editor.
Created by Joyce Chapman, a student at the
University of North Carolina, Chapel Hill, for the Minnesota Historical Society. The CSS
file is for using the Author View in Oxygen, so that it views like a text editor. The
instructions reference ead.css in the
section on Author View. It is a modified version of a freely downloadable file from the
Northwest Digital Archives.