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EAD Header | Title Page and Prefatory Matter | Collection-Level Information

3.3 Collection-Level Information (Archival Description)

3.3 SECTIONS: Home | Basic Description (The High-Level <did>) | Controlled Vocabulary Terms | Administrative Information | Biographical Sketches and Agency Histories | Scope and Content Note | Arrangement | Description of Subordinate Components | Adjunct Descriptive Data | Other Descriptive Data

3.3.3 Administrative Information

3.3.3 SECTIONS: Acquisition Information | Custodial History | Accruals | Processing Information | Appraisal | Conditions Governing Use | Conditions Governing Access | Alternate Form of the Materials Available | Preferred Citation of the Material

Tag:

<descgrp type="admininfo">

Description:

This wrapper element assembles background information that users may need to gain access to the archival materials, place the materials in context, and make use of the information contained therein. This information also assists repositories in some aspects of collection management. Administrative information may have been recorded in multiple places in legacy finding aids but should be pulled together in the EAD finding aid.

Elements listed below fall into several general groups, which may be thought of describing the collection in the following terms:

  • Where it came from: <acqinfo>, <custodhist>, <accruals>
  • What the repository did with it: <processinfo>, <appraisal>
  • What users can do with it: <userestrict>, <accessrestrict>
  • Formats available for use: <altformavail>
  • How to cite: <prefercite>

LC Practice requires the inclusion of administrative information within the generic grouping element <descgrp type="admininfo"> bundle in LC finding aids. Although EAD 2002 makes these elements available directly within <archdesc>, we have found it useful to hold this key information together in a labelled section of the finding aid. The new elements <originalsloc> and <phystech> may be grouped within this <descgrp> as well as used within components.

See Also:

Section 3.3.7.4, Expanded Description of Components Go to Section

Labels/heads:

Recommended content of required <head>:

  • Administrative Information
Subelements:

Recommended order. Use of subelements should follow divisional policies. All subelements except <head> may be repeated.

  • <head> Required
  • <acqinfo> Required See 3.3.3.1, Acquisition Information
  • <custodhist> Recommended if applicable See 3.3.3.2, Custodial History
  • <accruals> See 3.3.3.3, Accruals
  • <processinfo> See 3.3.3.4, Processing Information
  • <appraisal> See 3.3.3.5, Appraisal
  • <userestrict> Required if applicable/Recommended See 3.3.3.6, Conditions Governing Use
  • <accessrestrict> Required if applicable/Recommended See 3.3.3.7, Conditions Governing Access
  • <phystech> See Tag Library
  • <altformavail> Required if applicable See 3.3.3.8, Alternate Form of the Materials Available
  • <originalsloc> See Tag Library
  • <prefercite> Recommended See 3.3.3.9, Preferred Citation of the Material
Tagging Example 1:

Heads provided for subelements

 <descgrp type="admininfo">
   
<head>Administrative Information</head>
   
<acqinfo encodinganalog="541">
      
<head>Provenance</head>
      
<p>The papers of Susan Q. Archivista, archivist and
       philanthropist, were given to the Library of Congress by Josiah
       Quincy and Sally Rae Archivista in 1978.  An addition to the
       collection includes items purchased by the Library in 1998.
</p>
   
</acqinfo>
   
<custodhist encodinganalog="561">
      
<head>Custodial History</head>
      
<p>The collection consists essentially of those papers which
       were in Archivista's library at the time of her death in
       1980. They relate principally to her career during and after the
       Cold War. Of her earlier papers, the bulk was destroyed when her
       house in Rochester, New York, exploded in 1972.
</p>
   
</custodhist>
   
<accruals encodinganalog="584">
      
<head>Accruals</head>
      
<p>No further accruals are expected to this collection.</p>
   
</accruals>        
   
<processinfo encodinganalog="583">
      
<head>Processing History</head>
      
<p>Part I of the papers of Susan Q. Archivista was processed and
       described in 1978.  Additional material received in 1998 was
       processed as Part II in 1999.  A description of the Archivista
       Papers appears in 
<title>Library of Congress Information Bulletin,
      
</title> 48 (18 September 1989), pp. 321-322.</p>
   
</processinfo>                                
   
<separatedmaterial encodinganalog="544 0">
      
<head>Transfers</head>
      
<p>Some photographs have been transferred to the Library's
       Prints and Photographs Division where they are identified as a
       part of these papers.
</p>
   
</separatedmaterial>
   
<appraisal encodinganalog="583$a">
      
<head>Appraisal</head>
      
<p>Duplicates and extraneous material have been returned to the
       donor in accordance with the instrument of gift.
</p>
   
</appraisal>        
   
<userestrict encodinganalog="540">
      
<head>Copyright Status</head>
      
<p>The status of copyright in the unpublished writings of Susan
       Q. Archivista is governed by the Copyright Law of the United
       States (Title 17, U.S.C.).
</p>
   
</userestrict>
   
<userestrict encodinganalog="540">
      
<head>Restrictions</head>
      
<p>Restrictions apply concerning the use, photoduplication, or
       publication of items in this collection.  Consult a reference
       librarian in the Manuscript Division for information concerning
       these restrictions.
</p>
   
</userestrict>
   
<accessrestrict encodinganalog="506">
      
<head>Security Classified Documents</head>
      
<p>Government regulations control the use of security classified
       material in this collection.  Manuscript Division staff can
       furnish information concerning access to and use of classified
       items.
</p>
   
</accessrestrict>
   
<phystech encodinganalog="538">
      
<head>System Requirements</head>
      
<p>IBM-compatible PC; 4MB RAM; Windows 3.1 or
       higher; CD-ROM drive with Microsoft extensions (MSCDEX 2.1 or 
       greater); 12MB free hard disk space.
</p>
   
</phystech>
   
<altformavail encodinganalog="530">
      
<head>Microfilm</head>
      
<p>A microfilm edition of these papers is available on seventeen
       reels.  Consult a reference librarian in the Manuscript Division
       concerning availability for purchase or interlibrary loan.
</p>
   
</altformavail>
   
<originalsloc encodinganalog="535">
      
<head>Location of Originals</head>
      
<p>The collection includes microfilmed Archivista correspondence
       with Roy G. Biv reproduced from the Biv Papers at the University
       of Ashtabula.
</p>
   
</originalsloc> 
   
<prefercite encodinganalog="524">
      
<head>Preferred Citation</head>
      
<p>Researchers wishing to cite this collection should include
       the following information: Container number, Susan Q. Archivista
       Papers, Manuscript Division, Library of Congress, Washington,
       D.C.
</p>
   
</prefercite>
</descgrp>        
Display Of Tagging Example 1:

Heads provided for subelements; colons following heads supplied by stylesheet

                      Administrative Information

Provenance: The papers of Susan Q. Archivista, archivist and
philanthropist, were given to the Library of Congress by Josiah Quincy
and Sally Rae Archivista in 1978. An addition to the collection
includes items purchased by the Library in 1998.

Custodial History: The collection consists essentially of those papers
which were in Archivista's library at the time of her death in
1980. Of her earlier papers, the bulk was destroyed when her house in
Rochester, New York, exploded in 1972.

Accruals: No further accruals are expected to this collection.

Processing History: Part I of the papers of Susan Q. Archivista was
processed and described in 1978. Additional material received in 1998
was was processed as Part II in 1999. A description of the Archivista
Papers appears in the Library of Congress Information Bulletin, 48 (18
September 1989), pp. 321-322.

Transfers: Some photographs have been transferred to the Library's
Prints and Photographs Division where they are identified as a part of
these papers.

Appraisal: Duplicates and extraneous material have been returned to the
donor in accordance with the instrument of gift.

Copyright Status: The status of copyright in the unpublished writings
of Susan Q. Archivista is governed by the Copyright Law of the United
States (Title 17, U.S.C.).

Restrictions: Restrictions apply concerning the use, photoduplication,
or publication of items in this collection. Consult a reference
librarian in the Manuscript Division for information concerning these
restrictions.

Security Classified Documents: Government regulations control the use
of security classified material in this collection.  Manuscript
Division staff can furnish information concerning access to and use of
classified items.

System Requirements: IBM-compatible PC; 4MB RAM; Windows 3.1 or higher;
CD-ROM drive with Microsoft extensions (MSCDEX 2.1 or greater); 12MB 
free hard disk space.

Microfilm: A microfilm edition of these papers is available on 
seventeen reels.  Consult a reference librarian in the Manuscript 
Division concerning availability for purchase or interlibrary loan.

Location of Originals: The collection includes microfilmed 
correspondence between Archivista and Roy G. Biv reproduced from the 
Biv Papers at the University of Ashtabula.

Preferred Citation: Researchers wishing to cite this collection should
include the following information: Container number, Susan
Q. Archivista Papers, Manuscript Division, Library of Congress,
Washington, D.C. 
Comments:
  • Administrative information elements, normally enclosed within the <descgrp> wrapper, may also be tagged separately. For example, if there were a need for <accessrestrict> to appear after the collection summary but for the <custodhist> to appear after the <bioghist>, each of those elements could be entered directly or included in a <descgrp> wrapper which includes any elements except those subordinate to <dsc> or <did>.
  • Similarly, other elements such as those formerly subordinate to <add> may be included in the <descgrp> wrapper used for administrative information. For example, <separatedmaterial> describing transfers to other Library divisions could be included in this wrapper.
  • Administrative elements may be repeated to provide appropriate heads for each paragraph, such as a copyright statement and other restrictions on use. It is recommended but not required that these elements occur sequentially. See Example 1.
  • Administrative information subelements may also be used at the component level, for instance to indicate that a particular series is available on microfilm. See also 3.3.7.4, Expanded Description of Components.
Repeatable: yes (and recursive)
Order: following <did> and preceding <bioghist>
Revision Date: 5/2/08

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3.3.3.1 Acquisition Information

Tag:

<acqinfo>

Description:

Information about the immediate source of collection materials and the circumstances (e.g., gift, transfer, purchase, deposit) under which materials were received.

LC Practice requires the inclusion of acquisition information within <descgrp type="admininfo">.

Labels/heads:

Recommended content of required <head>:

  • Provenance
Encoding Analog:

541

Tagging Example 1:

Materials acquired by various methods

 <acqinfo encodinganalog="541">
  
<head>Provenance</head> 
  
<p>The papers of Caleb Cushing, lawyer, author, and diplomat, were given to
     the Library of Congress by his niece, Margaret W. Cushing,
     1935-1942. Several small additions have been acquired through purchase,
     gift, and transfer, 1906-1995.
</p>
</acqinfo>          
Display Of Tagging Example 1:

Materials acquired by various methods

Provenance: The papers of Caleb Cushing, lawyer, author, and diplomat,
were given to the Library of Congress by his niece, Margaret
W. Cushing, 1935-1942. Several small additions have been acquired
through purchase, gift, and transfer, 1906-1995. 
Comments:

Do not confuse with <custodhist>, which describes the physical and intellectual custody of collection materials prior to their receipt by the repository.

Order: first subelement within <descgrp type="admininfo">
Revision Date: 03/05/03

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3.3.3.2 Custodial History

Tag:

<custodhist>

Description:

Information about the previous chain of custody of the collection materials described; this may describe both physical possession and intellectual custody of materials that may assist a researcher in determining the authenticity and interpretation of such materials. This description supplements information pertaining to the receipt of collection material at LC, which is recorded in <acqinfo>.

LC Practice recommends the inclusion of custodial history where applicable within <descgrp type="admininfo">.

Labels/heads:

Recommended content of required <head>:

  • Custodial History
Encoding Analog:

561

Tagging Example 1:

Illustrating relationship between <acqinfo> and <custodhist>

<acqinfo encodinganalog="541">
  
<head>Provenance</head> 
  
<p>The papers of Frederick Douglass, abolitionist, orator, journalist,
     diplomat, and public official, were acquired by the Library of
     Congress by transfer and gift.  In response to a request from the
     Librarian of Congress, the Park Service transferred the papers to
     the Library of Congress between 1972 and 1974. A small addition
     given to the Library by Fannie Douglass in 1973 was organized and
     described with the main collection received from the Park Service.
     ...
</p>
</acqinfo>
<custodhist encodinganalog="561">
  
<head>Custodial History</head> 
  
<p>The collection consists essentially of those papers which were in
     Douglass's library at the time of his death in 1895. They relate
     principally to his career during and after the Civil War. Of his
     earlier papers, the bulk was destroyed when his house in Rochester,
     New York, burned in 1872. ...
</p>
</custodhist>   
Display Of Tagging Example 1:

Illustrating relationship between <acqinfo> and <custodhist>

                           Provenance

The papers of Frederick Douglass, abolitionist, orator, journalist,
diplomat, and public official, were acquired by the Library of
Congress by transfer and gift.  In response to a request from the
Librarian of Congress, the Park Service transferred the papers to the
Library of Congress between 1972 and 1974. A small addition given to
the Library by Fannie Douglass in 1973 was organized and described
with the main collection received from the Park Service. ...

                         Custodial History

The collection consists essentially of those papers which were in
Douglass's library at the time of his death in 1895. They relate
principally to his career during and after the Civil War. Of his
earlier papers, the bulk was destroyed when his house in Rochester,
New York, burned in 1872. ... 
Comments:

This element has not yet been used at LC.

Order: following <acqinfo> and preceding <accruals>
Revision Date: 3/5/03

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3.3.3.3 Accruals

Tag:

<accruals>

Description:

Information about anticipated additions to the materials being described, such as date, frequency, or quantity of anticipated additions. Repositories may wish to indicate simply that future additions to a collection are expected, or conversely, that no further additions are expected.

LC Practice requires that if this element is used, it should be bundled within <descgrp type="admininfo">.

Labels/heads:

Recommended content of required <head>:

  • Accruals
Encoding Analog:

584

Tagging Example 1:

Collection is complete (accruals not expected)

<accruals encodinganalog="584">
  
<head>Accruals</head>
  
<p>No further accruals are expected to this collection.</p>
</accruals>
Display Of Tagging Example 1:
Accruals: No further accruals are expected to this collection. 
Comments:
  • Used primarily for archival records; may be useful in other situations such as collections which accrue ongoing donations from a living donor or collections where new materials is received on a regular basis.
Repeatable: yes
Order: following <custodhist> and preceding <processinfo>
Revision Date: 3/05/03

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3.3.3.4 Processing Information

Tag:

<processinfo>

Description:

Information about accessioning, arranging, describing, preserving, storing, or otherwise preparing the described materials for research use. This information may include:

  • who processed the original collection materials
  • who created the finding aid (intellectual content)
  • what sorts of data migration or reformatting took place

LC Practice requires that if this element is used, it should be bundled within <descgrp type="admininfo">.

See Also:

Section 3.3.3.8, Alternate Form of the Materials Available Go to Section

Section 3.3.8.6, Separated Materials Go to Section

Labels/heads:

Choose or formulate required <head> appropriate to content, e.g.

  • Processing History
  • Location of Materials
  • Reformatted Materials
Encoding Analog:

583

Tagging Example 1:

Initial processing, additions, and published LC description

<processinfo encodinganalog="583">
  
<head>Processing History</head> 
<p>The papers of Caleb Cushing were initially arranged and described
   between 1961 and 1962. Additional material was incorporated into the
   collection in 1984 and in 1999. A description of the Caleb Cushing
   Papers appeared in the 
<title>Report of the Librarian of Congress,
   1936,
</title> p. 33.</p>
</processinfo> 
Display Of Tagging Example 1:

Initial processing, additions, and published LC description

Processing History:

The papers of Caleb Cushing were initially arranged and described
between 1961 and 1962. Additional material was incorporated into the
collection in 1984 and in 1999. A description of the Caleb Cushing
Papers appeared in the Report of the Librarian of Congress, 1936,
p. 33. 
Tagging Example 2:

Notes processing of collection and revision of finding aid; names processors

<processinfo encodinganalog="583">
   
<head>Processing History</head>
   
<p>Robin Fanslow accessioned, arranged, and processed this
    collection. She curated the online presentation and prepared the
    pre-EAD collection guide for all original and additional materials
    in June 1999. Nora Yeh revised this finding aid during the process
    of encoding.
</p>
</processinfo> 
Display Of Tagging Example 2:

Notes processing of collection and revision of finding aid; names processors

Processing History:
Robin Fanslow accessioned, arranged, and processed this
collection. She curated the online presentation and prepared the
pre-EAD collection guide for all original and additional materials in
June 1999. Nora Yeh revised this finding aid during the process of
encoding. 
Tagging Example 3:

Identifies conversion of sound recordings unavailable for public use

<processinfo encodinganalog="583">
  
<head>Reformatted Materials</head>
  
<p>Reference copies of audio materials on 10-inch reel-to-reel tape
     have been made for service in the AFC reading room.  The original 36
     12-inch acetate-on-aluminum discs (AFS 3905-3940) and the 5 10-inch
     preservation reel-to-reel tape copies (LWO 4872: reels 255-259) are
     stored in the Motion Picture, Broadcasting and Recorded Sound
     Division, Library of Congress.
</p>
</processinfo> 
Display Of Tagging Example 3:

Identifies conversion of sound recordings unavailable for public use

Reformatted Materials

Reference copies of audio materials on 10-inch reel-to-reel tape have
been made for service in the AFC reading room.  The original 36
12-inch acetate-on-aluminum discs (AFS 3905-3940) and the 5 10-inch
preservation reel-to-reel tape copies (LWO 4872: reels 255-259) are
stored in the Motion Picture, Broadcasting and Recorded Sound
Division, Library of Congress. 
Tagging Example 4:

Notes reformatting of electronic data via WordPerfect to paper form

<processinfo encodinganalog="583">
   
<head>Reformatted Materials</head>
   
<p>Speeches and other documents created using MORE 3.0, an
    outlining/text editing program for Apple computers that is no
    longer commercially available or supported, have been converted to
    WordPerfect 8.0 files and printed during the processing of the
    collection. No attempt was made to recover original formatting or
    typographic elements.  The print copies note the file date of the
    version received as part of the collection, as well as the date
    they were printed by the repository.
</p>
</processinfo> 
Display Of Tagging Example 4:

Notes reformatting of electronic data via WordPerfect to paper form

Reformatted Materials

Speeches and other documents created using MORE 3.0, an outlining/text
editing program for Apple computers that is no longer commercially
available or supported, have been converted to WordPerfect 8.0 files
and printed during the processing of the collection. No attempt was
made to recover original formatting or typographic elements.  The
print copies note the file date of the version received as part of the
collection, as well as the date they were printed by the repository. 
Comments:
  • The data recorded in this element will vary according to divisional policies. For instance, Manuscript Division uses <processinfo> to record dates and types of major processing activities (e.g., additions to the collection) only after initial processing and guide creation has taken place. It also records information about LC publications that further describe the collection. See Example 1.
  • Processing information may include names of processors and dates of processing as well as any notable or unusual processing activities. The <processinfo> element may be used to describe original processing or further processing later in time. Routine processing need not be recorded and use of this element is not always required if it repeats information already available in header and title page display. Follow local practice in what's recorded here. See Example 2.
  • In the past, <processinfo> was used to describe the transfer of material to other Library divisions. Current LC practice is to encode such information as <separatedmaterial>; a brief listing may still be included in the administrative <descgrp> (see Section 3.3.3, Administrative Information, Example 1) while a detailed listing of transferred material might be listed elsewhere with other adjunct information (see Section 3.3.8.6, Separated Material, Example 2).
  • Processing information for electronic records may include information about reformatting or migration of data which does not result in alternate forms available for public use, such as when the original is not usable or data has been migrated to a usable form. See Example 3 and Example 4. If original material is still available for public use, these newly formatted versions would be listed in <altformavail> instead.)
Repeatable: yes
Order: following <accruals> and preceding <appraisal>
Revision Date: 05/02/08

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3.3.3.5 Appraisal

Tag:

<appraisal>

Description:

Information about criteria for determining the archival value of documentary material for acquisition or retention by an archival repository. ("Appraisal" in this sense does not pertain to determining monetary value of collection material.) This element can be used to document both original appraisal decisions and reappraisals that resulted in significant weeding or deaccessioning.

LC Practice requires that if this element is used, it should be bundled within <descgrp type="admininfo">.

Labels/heads:

Recommended content of required <head>:

  • Appraisal
  • Retention Criteria
Encoding Analog:

583$a

Tagging Example 1:

Disposition of material not retained as result of appraisal decision

<appraisal encodinganalog="583$a">
  
<head>Appraisal</head>
  
<p>Duplicates and extraneous material have been returned to the
     donor in accordance with the instrument of gift.
</p>
</appraisal> 
Display Of Tagging Example 1:
Appraisal:

Duplicates and extraneous material have been returned to the donor in
accordance with the instrument of gift. 
Comments:

Used primarily for archival records; unlikely to be used at LC.

Repeatable: yes
Order: following <processinfo> and before <userestrict>
Revision Date: 03/05/03

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3.3.3.6 Conditions Governing Use

Tag:

<userestrict>

Description:

Information about conditions that affect use of the described materials after access has been granted, such as limitations, regulations, or special procedures regarding reproduction, publication, or quotation of the materials. This element may also indicate the absence of restrictions, such as when copyright or literary rights have been dedicated to the public.

LC Practice requires the inclusion of information about the presence of restrictions on use within <descgrp type="admininfo">. If there are no restrictions on use, it is recommended that this be noted.

See Also:

Section 3.3.3.7, Conditions Governing Access Go to Section

Labels/heads:

Choose or formulate required <head> appropriate to content, e.g.

  • Restrictions
  • Copyright Status
Encoding Analog:

540

Tagging Example 1:

Generic statement of restrictions on use

<userestrict encodinganalog="540">
  
<head>Restrictions</head>
  
<p>Restrictions apply concerning the use, photoduplication, or
   publication of items in this collection.  Consult a reference
   librarian in the Manuscript Division for information concerning
   these restrictions.
</p>
</userestrict> 
Display Of Tagging Example 1:

Generic statement of restrictions on use

Restrictions: Restrictions apply concerning the use, photoduplication,
or publication of items in this collection.  Consult a reference
librarian in the Manuscript Division for information concerning these
restrictions. 
Tagging Example 2:

Copyright notice (status of copyright is unknown)

 <userestrict encodinganalog="540">
  
<head>Copyright Status</head>
  
<p> The status of copyright in the unpublished writings of John Doe
   is governed by the Copyright Law of the United States (Title 17,
   U.S.C.).
</p>
</userestrict> 
Display Of Tagging Example 2:

Copyright notice (status of copyright is unknown)

                          Copyright Status

The status of copyright in the unpublished writings of John Doe is
governed by the Copyright Law of the United States (Title 17, U.S.C.). 
Tagging Example 3:

Copyright retained by creator

 <userestrict encodinganalog="540">
  
<head>Restrictions</head>
  
<p>The National Broadcasting Company retains the rights governing
subsequent use of materials in the collection. For permission to quote
or republish materials from the collection contact the National
Broadcasting Company.
</p>
</userestrict>        
Display Of Tagging Example 3:

Copyright retained by creator

Restrictions:
The National Broadcasting Company retains the rights governing
subsequent use of materials in the collection. For permission to quote
or republish materials from the collection contact the National
Broadcasting Company.        
Comments:

Do not confuse with <accessrestrict>, which deals with conditions governing access to collection materials rather than the use that may be made of them once access is obtained.

Repeatable: yes
Order: following <appraisal> and preceding <accessrestrict>
Revision Date: 3/5/03

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3.3.3.7 Conditions Governing Access

Tag:

<accessrestrict>

Description:

Information about conditions that affect the availability of the materials described in the finding aid. Such restrictions may include those imposed by donors or by government security classification. This element can also be used to state the absence of any access restrictions.

LC Practice requires the inclusion of information about the presence of restrictions on access within <descgrp type="admininfo">. If there are no restrictions on access, it is recommended that this be noted.

See Also:

Section 3.3.3.6, Conditions Governing Use Go to Section

Labels/heads:

Choose or formulate required <head> appropriate to content, e.g.

  • Access
  • Security Classified Documents
Encoding Analog:

506

Tagging Example 1:

Security restrictions on access

   <accessrestrict encodinganalog="506">
    
<head>Security Classified Documents</head>
    
<p>Government regulations control the use of security classified
       material in this collection.  Manuscript Division staff can furnish
       information concerning access to and use of classified items.
</p>
  
</accessrestrict>        
Display Of Tagging Example 1:

Security restrictions on access

Security Classified Documents: Government regulations control the use
of security classified material in this collection.  Manuscript
Division staff can furnish information concerning access to and use of
classified items.        
Tagging Example 2:

Access is unrestricted

   <accessrestrict encodinganalog="506">
    
<head>Access</head> 
    
<p>Listening and viewing access to the collection is
       unrestricted. Listening copies of the recordings are available at
       the Folklife Reading Room as well as online.
</p>
  
</accessrestrict> 
Display Of Tagging Example 2:

Access is unrestricted

Access: Listening and viewing access to the collection is
unrestricted. Listening copies of the recordings are available at the
Folklife Reading Room as well as online. 
Comments:

This element should not be confused with <userestrict>, which deals with conditions governing the use a researcher may make of the papers once access has been obtained.

Repeatable: yes
Order: following <userestrict> and preceding <altformavail>
Revision Date: 03/05/03

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3.3.3.8 Alternate Form of the Materials Available

Tag:

<altformavail>

Description:

Availability of all or part of the collection material in multiple formats for patrons to use, such as microform, digital, paper facsimile, or reformatted audio or video materials. Information about the material might include the format of the alternate form, its extent, identifying codes, and the source/procedure for ordering copies. This is not the place to record all forms of content contained within the collection.

If copies exist in more than one format, <altformavail> may be repeated with a head appropriate to its content.

LC Practice requires the inclusion of information about alternate forms of material if such exist within <descgrp type="admininfo">.

See Also:

Section 3.3.7.4, Expanded Description of Components (discussion of <daogrp>) Go to Section

Labels/heads:

Choose or formulate required <head> appropriate to content, e.g.

  • Microform
  • Microfilm
  • Electronic Format
Encoding Analog:

530

Tagging Example 1:

Extent and terms of availability of microfilm edition of entire collection

<altformavail encodinganalog="530">
  
<head>Microfilm:</head>
  
<p>A microfilm edition of these papers on eighteen reels is
     available from the Library's Photoduplication Service for purchase
     subject to the Copyright Law of the United States (Title 17,
     U.S.C.).  This microfilm edition may also be requested on
     interlibrary loan through the Library's Loan Division.  No more than
     ten reels may be requested for each loan period of one month.  A
     copy of the register of the John Doe Papers is available on reel one
     of the microfilm edition.
</p>
</altformavail> 
Display Of Tagging Example 1:

Extent and terms of availability of microfilm edition of entire collection

Microfilm:
A microfilm edition of these papers on eighteen reels is available
from the Library's Photoduplication Service for purchase subject to
the Copyright Law of the United States (Title 17, U.S.C.).  This
microfilm edition may also be requested on interlibrary loan through
the Library's Loan Division.  No more than ten reels may be requested
for each loan period of one month.  A copy of the register of the
John Doe Papers is available on reel one of the
microfilm edition. 
Tagging Example 2:

Availability of part of collection in digitized form

<altformavail encodinganalog="530">
  
<head>Electronic Format:</head>
  
<p>Selected items from the papers of the Alexander Graham Bell
   family are available on the Library of Congress Web site at 
<extref href="&bellhome;" show="new" actuate="onrequest">
   http://memory.loc.gov/ammem/bellhtml/
</extref>. Of
   the 4,700 items selected for digitization, 4,650 items are currently
   available in digital format via links provided in the container list
   of this register.
</p>
</altformavail> 
Display Of Tagging Example 2:

Availability of part of collection in digitized form

Electronic Format: Selected items from the papers of the Alexander
Graham Bell family are available on the Library of Congress Web site
at http://memory.loc.gov/ammem/bellhtml/.  Of the 4,700 items selected
for digitization, 4,650 items are currently available in digital
format via links provided in the container list of this register. 

Location of digitized version given as hot link using <extref> tag

Tagging Example 3:

Link to Web includes information about availability of reproductions

<altformavail encodinganalog="530">
  
<head>Electronic Format</head> <p>See "Hispano Music and Culture of
   the Northern Rio Grande: The Juan B. Rael Collection " at 
<extref href="&raelhome;" show="new" actuate="onrequest">
   http://memory.loc.gov/ammem/rghtml/rghome.html/
</extref> which
   includes information about ordering audio and photographic
   reproductions.
</p>
</altformavail> 
Display Of Tagging Example 3:

Link to Web includes information about availability of reproductions

Electronic Format

See "Hispano Music and Culture of the Northern Rio Grande: The Juan
B. Rael Collection" at http://memory.loc.gov/ammem/rghtml/rghome.html/
which includes information about ordering audio and photographic
reproductions. 

Location of digitized version given as hot link using <extref> tag

Comments:
  • If a collection is available in multiple formats (for instance, microform and electronic), separate paragraphs with appropriate headings should be used. See Examples 1 and 2.
  • Information about how to order copies, restriction and reproduction of alternate forms, how to view etc., may be included as part of <altformavail>. If such statements are lengthy or are common to many of a division's finding aids, it may be better to make a link to an external entity such as a web site where such information is available. See Example 3.
  • Two scenarios may apply in the use of <altformavail> for electronic content:
    • 1. Electronic forms of collection material are available in a separate presentation (e.g., Rael collection in American Memory). The finding aid does not contain specific links to collection material at a folder level.
      • Action required:
        • Include <altformavail> note which links to overall presentation
        • No further links are required
    • 2. Electronic forms of collection materials are available in a separate presentation (e.g., Bernstein collection in American Memory). The finding aid includes specific links to digitized collection material at a folder level.
      • Action required:
        • Include <altformavail> note which links to overall presentation
        • Include <dao> links from folder listings (or from another level of hierarchy, such as series or subseries) in container list
        • Optional: include image concordance <daogrp> providing <daoloc> links to all digital images linked to in the finding aid. This is done directly under <archdesc>, rather than as part of <archdesc><did> as would be done for an illustrative "image sampler."
Repeatable: yes
Order: following <accessrestrict> and preceding <prefercite>
Revision Date: 03/05/03

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3.3.3.9 Preferred Citation of the Material

Tag:

<prefercite>

Description:

Standard statement supplied by the repository to be used in citing its holdings. This may be a generic citation (which may be provided as an entity file) or a citation specific to the collection. If there are varying preferred citation formats for different original media or modes of publication, examples of all the citations relevant to the collection should be provided.

LC Practice recommends the inclusion of information about the form of preferred citation within <descgrp type="admininfo">.

Labels/heads:

Recommended content of required <head>:

  • Preferred Citation
Encoding Analog:

524

Tagging Example 1:

Manuscript Division citation form

 <prefercite encodinganalog="524">
  
<head>Preferred Citation</head>
  
<p>Researchers wishing to cite this collection should include the
     following information: container number, Susan B. Anthony Papers,
     Manuscript Division, Library of Congress, Washington, D.C.
</p>
 
</prefercite>
Display Of Tagging Example 1:

Manuscript Division citation form

Preferred Citation: Researchers wishing to cite this collection should
include the following information: container number, Susan B. Anthony
Papers, Manuscript Division, Library of Congress, Washington, D.C.        
Tagging Example 2:

American Folklife Center citation form

<prefercite encodinganalog="524">
  
<head>Preferred Citation</head> 
  
<p>Researchers wishing to cite this collection should include the
     following information: The Juan B. Rael Collection, Archive of
     Folk Culture, American Folklife Center, Library of Congress.
</p>
</prefercite> 
Display Of Tagging Example 2:

American Folklife Center citation form

Preferred Citation

     Researchers wishing to cite this collection should include
the following information: The Juan B. Rael Collection, Archive of
Folk Culture, American Folklife Center, Library of Congress. 
Comments:
  • Do not use this element for bibliographic citations of published material (MARC encoding analog 510); these should be tagged using <bibref>.
  • It is recommended that each custodial division in LC provide a preferred citation for its materials. This is particularly useful to ensure that researchers find cited material in the correct custodial division, and to distinguish similarly named collections (such as the multiple Walt Whitman collections).
Order: following <altformavail>; final element within <descgrp type="admininfo">
Revision Date: 03/05/03

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