Understanding EAD: Structuring Archival Metadata for the Digital Age

Encoded Archival Description, or EAD, is one of the key tools that archivists use to represent the contents and structure of a finding aid in a digital environment. While a traditional finding aid might be a PDF or printed document, EAD allows this same information to be machine-readable, structured, and ready for integration into databases and discovery tools.

What is EAD?

According to the Society of American Archivists (SAA), EAD is a standardized XML (eXtensible Markup Language) format for encoding archival finding aids. It doesn’t dictate the content of the finding aid (that’s the job of DACS—Describing Archives: A Content Standard) but provides a consistent structure that helps software and search engines interpret and display the information.

What is XML?

XML is a markup language used to encode documents in a format that is both human-readable and machine-readable. Unlike HTML, which will still display a page even if coded incorrectly, XML will not function at all if the markup is invalid. This makes XML a precise tool for archivists who need dependable structure and consistency.

Why EAD Matters

EAD allows us to:

  • Present archival metadata in a structured, portable way

  • Enable better search and discovery in online systems

  • Link archival descriptions to digitized materials

A Brief History of EAD

EAD was first developed in the 1990s and has gone through several iterations:

  • EAD 2002: Widely adopted and still in use in many repositories

  • EAD3: Released in 2015 with improvements for internationalization, accessibility, and machine-actionability

EAD was developed alongside DACS, which defines what information should go into a finding aid. EAD provides the structure for that content, using XML tags to define elements like titles, dates, names, and subjects.

How EAD Changes

The SAA maintains the EAD standard through its Technical Subcommittee on Encoded Archival Description. Updates and revisions are posted on GitHub, which allows for community input and clear tracking of changes. EAD evolves to meet the needs of modern archives, with improvements often targeting interoperability and clarity.

Do You Need to Use EAD?

Not every repository uses EAD, and that's okay. Before jumping in, ask:

  • Where will your finding aids be hosted?

  • Will your content management system accept EAD?

  • Do you have staff or volunteers familiar with XML?

Repositories participating in statewide or national consortia, like the National Finding Aid Network (NAFAN), may require or recommend EAD for consistency across systems.

Anatomy of an EAD Document

An EAD file is made up of tags that group information by function:

  • <eadheader>: Contains metadata about the finding aid itself (title, publication date, language, etc.)

  • <archdesc>: The main archival description, which includes everything from access restrictions to scope and content notes

  • <did>: Descriptive Identification, containing basic elements like title, creator, and date

  • <c>: Container elements, which describe the contents of boxes, folders, or digital items

Common Elements Within EAD

  • Dates: Use the <unitdate> tag to define date ranges or single dates

  • Names: Use <persname>, <corpname>, or <famname> to describe people, organizations, or families

  • Subjects: Described using <subject>, often with controlled vocabularies

Using standardized vocabularies such as the Library of Congress Subject Headings (LCSH) or the Getty Art & Architecture Thesaurus (AAT) enhances interoperability and search accuracy.

Key Tools and Resources

EAD or Encoded Archival Description

Whether you're just beginning to explore structured archival description or looking to update your existing finding aids, EAD is a powerful tool for ensuring your collections remain discoverable and usable in an increasingly digital research landscape.


Genna Duplisea

Genna Duplisea is an archivist, writer, and historian attuned to the challenges facing small cultural heritage organizations and the value of these organizations to their communities.

After working in her college’s archives as an undergrad, she worked in higher education for a few years and then earned her Master of Science in Library and Information Science with a concentration in archival management and her Master of Arts in history at Simmons College (now Simmons University) in Boston. For a decade she has been a “lone arranger,” first managing a university archives as a solo archivist, and now working as part of a collections team in a museum. She specializes in project management, policy and workflow development, archival processing, digitization, and training students as the next generation of cultural heritage workers.

She currently serves on the Rhode Island Historical Records Advisory Board (RIHRAB), and previously was the president of New England Archivists. Additionally, she a member of the 2017 Archives Leadership Institute cohort.

Her professional and research interests center on archives labor, women’s and environmental history, and archives in Gothic fiction. As a founding member of Archivists Responding to Climate Change (Project ARCC), she is also interested in the intersection of archives, human rights, and climate change.

As part of the Backlog team, Genna contributes to our archival needs assessments, often designing workflows and making recommendations on archival organization and processing, collections care, and metadata standards. She has presented over a dozen webinars for Backlog, including the following:

Encoded Archival Description

Digitization Projects

Revolutions in 19th-Century Handwriting

Deciphering Handwriting and Print

Dublin Core for Omeka

https://www.linkedin.com/in/gennaduplisea/
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