We do include all proper MARC punctuation because we generate MARC records from our EAD.  So it saves us a step.

One could also argue that if the @encodinganalog value for a given element is a MARC field (which it is in our finding aids), then it's proper to use MARC rules for those elements.

I will also add that making sure people remember to include said punctuation is kind of a PITA.  If we were using the schema it would be easier to enforce but we're still using the DTD.  If you decide to go with it, you'd be several steps ahead if you find a way to enforce it upon data entry!

From: Encoded Archival Description List <[log in to unmask]> on behalf of Ashley Knox <[log in to unmask]>
Sent: Tuesday, March 11, 2014 11:11 PM
To: [log in to unmask]
Subject: end punctuation in controlled headings

This has probably been spoken about in the past, but now that so many EAD implementors are using data entry systems and not necessarily generating custom stylesheets, what might the consensus be on using end punctuation after controlled headings. Is there a strong reason to keep or get rid of it? I have heard arguments for both.

As a digital collections department, we are stuck between a rock and a hard place in trying to standardize this. I'm seeing many digital/metadata heavy groups going away from the punctuation in metadata for digital objects (perhaps planning to allow for systems to control that still) and then EAD implementors creating finding aids with the punctuation.  I surveyed a few institutions that came to mind. I mostly see the punctuation kept. However, with something like DPLA, there is no end punctuation. I'm creating metadata and finding aids for both areas, but describing the same material, as in, a finding aid of correspondence with punctuated controlled headings and then a digital collection of the same correspondence with DC metadata with non-punctuated headings.

We plan to implement ArchivesSpace and we don't really know an automated way to switch back and forth between formatting choices like this conveniently, so it would be great to go with something and stick with it. Right now, in our AT, we use end punctuation. I guess what matters is that we CAN include the punctuation at our institution if we want to and export/share our EAD that can easily be altered through stylesheets if a system we shared with opted against them. I still have a hard time grasping using the same headings in two different places at our own institution and including punctuation in one and not the other--with no real strong reason of why on either--while at the same time having no qualms with the fact that our library catalog obviously uses it and is where the argument begins. If someone can show me some examples of what they do and why, or why we shouldn't care about a small formatting issue that could also span across other fields too, I would appreciate it greatly. MARC 245 also uses end punctuation, but EAD finding aid titles do not? Is this a parallel issue that would show why punctuation doesn't matter?

DPLA  No Periods

These finding aid/EAC/EAD examples/best practices say do include/instruct to use periods


OAC Practices - page 13:

Northwest Digital Archives Best Practice Guidelines
Page 25  their systems adds it in for them, so they dont put it in manually

DACS 2nd Edition says to follow AACR2 or RDA, but then the examples don't actually use any end punctuation.

PAGE 32--General Rules
2.6.4 Record the name(s) of the creator(s) identified in the name element in the devised
title of the materials using standardized vocabularies (e.g., Library of Congress
Authorities) or with rules for formulating standardized names, such as those found in
 Hamilton, Alexander, 1757-1804
 Title: Alexander Hamilton papers

Lyon, Phyllis
Martin, Del
 Title: Phyllis Lyon and Del Martin papers

Richardson, James Burchell
 Title: James Burchell Richardson family papers

Schramm family
 Title: Schramm family papers

Wharton, Edith, 1862-1937
Fullerton, William Morton, b. 1865
Title: Edith Wharton correspondence with Morton Fullerton

Bollingen Foundation
 Title: Bollingen Foundation records

United States. Bureau of Insular Affairs
 Title: United States Bureau of Insular Affairs records

Irvine Company
University of California (System). Regents.
Title: Land agreements between the University of California
and the Irvine Company

Finally, the names of these entities must be rendered in a standardized form using
standardized vocabularies (e.g., Library of Congress Authorities) or with rules for
formulating standardized names such as those found in AACR2, ISAAR(CPF), or
RDA to facilitate the retrieval of information across descriptions, systems, and

And FINALLY, EAD3 Gamma has an example on page 243 of a subject heading encoded and DOES include end punctuation.


ArchivesSpace members (examples of current EAD examples):

end punctuation;expand=subject;route=ksrlead;brand=ksrlead;query= (nonmember)

no end punctuation


Ashley Knox
Digital Projects Librarian
University of South Carolina Libraries
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(803) 777-0735<tel:%28803%29%20777-0735>