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GWFPP

The George Washington Financial Papers Project: Progress, Context, and Future Work
by

Jennifer Stertzer

on 10 February 2017

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Transcript of GWFPP

The George Washington Financial Papers Project: Progress, Context, and Future Work
Project History
Drupal
Digital Edition
Future Work
The next six months:
finish transcription checking and annotation creation for Ledgers A, B, C
final import of GM account book
finish editorial apparatus for edition
finish guide to the editing of financial documents
present at the ADE
Overall Goals
Population of content management database with Washington's three major ledger books.
Preparation of Gouverneur Morris's 1811-1816 account book and its entry into the content management database.
Completion of a freely accessible digital edition.
Development of an open source editorial and publication platform for financial documents.
Content-Specific Goals
Metadata
Transcription and data
Annotation, taxonomies, glossary
Internal Linking
Indexing
Platform-Specific Goals
Open-source
Flexible editorial / publishing tools
Ability to download data
Powerful search and browse functions
Accessiblity
Project Goals
What is Drupal?
Free, open-source content management system.
Maintained and developed by more than 1,000,000 users and developers, allowing for endless customizations.
The Drupal project's principles encourage modularity, standards, collaboration, and ease-of-use.
How it Works
The
core
consists of infrastructure (menus, user account management, file uploading capabilities, Drupal admin interface) plus modules that provide specific site functionality.
The site’s
database
stores site configuration info as well as the site’s content.
There are over 4,000
modules
available for download, from those that display content in a variety of ways to those that solve specific problems.
Themes
are used to design site.
Drupal Concepts
1. Content Types and Fields
2. Taxonomy Lists
3. Views
Content Types and Fields
Templates for storing different kinds of data.
You can create any number of content types which can have any number of fields for storing different kinds of content.
Content types can be related to tables in a relational database.
Content Types used by the GWFPP
Fields used by the Entry Line Content Types
Default Entry Line Display: no themes, views, or modules applied
Taxonomy Lists
Associates categories, tags, or other controlled or uncontrolled vocabularies with your content.
Taxonomy/vocabulary lists are made up of “terms” and are hierarchical in structure.
Views
Views allow you to:
query your database in simple and complex ways
display the results
manipulate how the users can view the content

They are built using content types, their associated fields, and taxonomy terms
View of a taxonomy list from the Bibliography Project
View of a ledger page from the Financial Papers Project
Views can create a user friendly search interface
Additional Drupal Information
Database:

Drupal stores information in the form of a MySQL database.

Different information types have separate database tables assigned to them.

Modules:

Software or codes which extend the functionality of the core Drupal interface. Extended features include:

File uploads and downloads

WYSIWYG editors

Field types- text, data, file, image, integer, etc.

Themes:

A combination of PHP and CSS files built-in to provide for an appealing layout.

Themes are editable and customizable and can be created in both responsive and non-responsive formats

Many user-contributed themes available.


Thanks!
Collaborators
Quinn & Andy Dombrowski,
John McCusker, Peter McMickle,
Julie Miller, Tamara Purdin
Hosting
Mount Vernon
Funding
National Historical Publications and Records Commission
Rafael Alvarado, Ben Brumfield, Ted Crackel, Tamara Gaskell, David Hoth, Dean Irvine, Molly Kerr, Lynn Price, Dennis Pogue, Bruce Ragsdale, David Sewell, Kathryn Tomasek, Billy Wayson, Mary Wigge
1. documents are available
2. content is intellectually accessible
- Document types include receipts, vouchers, etc.
- Double entry transaction line
- Single entry transaction line
Double and single entry accounts have been broken up into individual transaction lines.
Double Entry Folio is broken down into the Debit and Credit side (left and right)
Each transaction is entered separately using the double entry line content type and the associated fields
The first four fields are then used to reconstruct the page associating the line with correct account book, page, side, and line order
Which results in a reconstructed account page that can be searched by transaction line
A search for 'bacon' would then produce any line with the word 'bacon' that can be downloaded
2009
2009
2013
2013
2007
1983-1995
Digital Edition
Publication
Early Publication in Colonial Series
Converted to XML
Received funding from the
NHPRC
2014
Off Exploring...
Financial Papers Meeting at Mount Vernon
Brought together 26 people to discuss the project and its potential.
A variety of disciplines represented, from accounting and economic histories to histories of science, technology, and material culture.
Met again with both John McCusker
and Peter McMickle to discuss how best to deal with the content as well as appropriate technologies.
2010
DocTracker
document templates
doc v. data
indexing
double-entry
single-entry
tables
abbreviations
short hand
ditto
clear text
people
places
3-year grant
development of editorial system
*
transcriptions of GW's ledgers and GM's 1811-1816 account book
free site that allows for simple queries
*
site testing with users of different backgrounds
create a guide to the editing of financial documents
hold a conference in the final year to discuss discoveries and lessons learned
Elements of a Documentary Edition
Front and Back Matter:
tables of content
statements of editorial policies (textual, annotational, special statements)
textual symbols and other source-related tables
short title and repository symbol lists
permissions for use and copyright

Documents
transcriptions
document images
annotations

Index
volume-specific
cumulative
how do these
elements map
over to digital
platforms?
These elements-transcriptions, annotations, index, editorial apparatus, etc.-can be included.
But the how, where, and why needs to be rethought.
navigation
display
content accessibility
search/browse/query
visualizations
annotations
document-specific
cross-reference linking
shared information (ids)
In conceptualizing and developing a digital platform and edition, it's important that both encompass and reflect a project’s goals, source materials, methodology, standards, and publication plans.
Elements of a Digital Documentary Edition
metadata
taxonomies
transcriptions
clear text
expanded
internal linking
document organization
default view
chronological
topical
in the case of financial documents, how do entries relate?
taxonomies
content "tagging"
data structure
manuscript image
Reach and engage with a broad audience.
Provide accurate and understandable transcriptions.
Provide context for those documents.
Goals:
"an act of learning how to put a contemporary tool to the service of an established scholarly need"
user-generated
transcriptions
glossaries
Developing Specifications
Requirements
Content
transcription + image + data
transaction / page / document level metadata and annotations
create taxonomies that correspond to the cumulative index
link between financial documents and other PGW volumes
construct ids, provide links to related documents and people
build relationships based on place, occupation/title
Platform
easy to use and customize
extendable
all-inclusive content management / publication platform
manage workflow
handle a variety of document types
flexible, numerous, and robust "annotation" options
ability to relate documents and information
capture metadata
clean, user-friendly interface
other projects can implement
Requirements, continued
Interface
easy-to-use edition
powerful search and browse features:
search: account name/people/place/date; ability to change search operators
browse: document, accounts/place/ships/occupation & title/services/commodities
keyword search on both transcription and data
sort searches by book page, date, day, month, year, pounds, shilling, and pence
fields using taxonomy lists allow for content to be related and browsed
download data
view both transcription and manuscript image
variety of annotation options and displays, that can lead to additional content discovery
more
Next grant?:
expanding document templates
development of shared taxonomies
enhancement of platform and additional tools
Drupal-to-XML workflow
online tutorials on how to install, implement, and customize platform
add the remaining Series 5 documents to edition
Team
Erica Cavanaugh, Elisa Shields, Jennifer Stertzer

Francesca Beller, Prajeeth Koyada
Fields that can link to other content types
Standard text field that can accept html
Links to a taxonomy list
Only accepts specific date formats
navigation
display
content accessibility
search/browse/query
visualizations
annotations
document-specific
cross-reference linking
shared information (ids)
Elements of a Digital Documentary Edition
metadata
transcriptions
clear text
expanded
internal linking
document organization
default view
chronological
topical
in the case of financial documents, how do entries relate?
taxonomies
content "tagging"
data structure
manuscript image
user-generated
transcriptions
content types and fields
taxonomy lists
views
modules
themes
reference fields
html linking
platform selection and development is driven by content, as well as editorial workflow / editing interface needs and publication goals
database
content
taxonomies
glossaries
The George Washington Financial Papers Project: Digital Edition
Full transcript