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When and Where
  • 4/4/2022 10:00 AM CDT
  • 4/4/2022 4:00 PM CDT
  • 3/4/2022 11:45 PM CST
  • Virtual
  • Katherine Wisser

This course WILL count towards the in-person requirement for the A&D program.

How can EAC-CPF enhance your institution’s records–and how can you get started using it? In this workshop you’ll learn how to create EAC-CPF records, with hands-on application of the elements to existing data; discuss balancing existing data with additional data components as part of an implementation strategy; and examine existing projects to consider how EAC-CPF may be implemented locally, regionally, or nationally.

Upon completing this workshop you’ll have:

  • Knowledge of the structure and content of the EAC-CPF standard and the companion content standard ISAAR (CPF);
  • Explored the metadata scheme design, including elements and attributes defined to reflect that design:
  • XML techniques used to incorporate data from allied standards
  • Current XML techniques leveraged in the standard;
  • Created EAC-CPF record content from existing data structures, such as the Library of Congress Name Authority File, United List of Artists Names, biographical resources, and other related sources; and
  • Exposure to EAC–CPF projects underway in the United States and internationally.

Who should attend? Practicing archivists who are interested in the development and design of the EAC–CPF standard, who want to learn more about this standard, and who want to consider how it could be implemented in their repositories or consortia.

Encoded Archival Context – Corporate Bodies, Persons, and Families (EAC-CPF) was released in 2010 and adopted by the Society of American Archivists in 2011.

A&D Tier: Transformational

A&D Core Competency: 

2. Description: Analyze and describe details about the attributes of a record or collection of records to facilitate identification, management, and understanding of the work.

3. Descriptive Standards: Apply rules and practices that codify the content of information used to represent archival materials in discovery tools according to published structural guidelines.

4. Management: Demonstrate ability to manage physical and intellectual control over archival materials.

5. Discovery: Create tools to facilitate access and disseminate descriptive records of archival materials.

If you intend to pursue the A&D Certificate, you will need to pass the examination for this course.

Registration Fee: Early-Bird / Regular

SAA Member: $199 / $249

Employee of SAA Member Institution: $239 / $299

Nonmember: $279 / $349


When participants were asked “what aspect of the workshop methods/materials was most valuable to you?” responses included:

  • “The workshop made this a less intimidating standard.”
  • “This workshop was really great! I'm really excited about the implementation and I’ve learned so much more.”
  • “Going through the elements and attributes one by one and hearing about what they mean and how they should/can be used was very helpful, and will enable me to start implementing EAC at my institution.”
  • “The best part of the workshop was breaking down the code structure both by demonstration and working with it ourselves.”
  • “The instructor has a very fun, engaging style. Great enthusiasm!”
  • “Creating the record as a group was really helpful. It was a great way to piece the tags together and to get used to some of the differences of EAD. -Erin Murphy”