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General Markup Policy

Cliff Wulfman edited this page Aug 19, 2013 · 6 revisions

Blue Mountain General Markup Policy

1 General Markup Policy for Blue Mountain Magazines

1.1 Preliminary

For each title, Princeton will provide the following:

  1. A “sample copy markup” (PDF): a full issue marked up according to the General Markup Policy;
  2. A title-specific markup addendum clarifying unusual zoning and structural features; and
  3. A marked up copy of any issue(s) deviating substantially from either the general or title-specific markup policies.

1.2 VerifyPageFrames (VPF)

Straighten and deskew all pages. When the input files include two-page spreads, do not split them into separate files unless instructed.

1.3 VerifyLayoutElements (VLE)

The VLE step is skipped for serials and books, so zoning is performed in VPN.

1.4 VerifyPageNumbers (VPN)

It is important to refer to any sample copy markup and any title-specific markup addenda in addition to this document, as the location and ways of identifying zones will vary by publication.

1.4.1 Zone Types to Tag

1.4.1.1 PubInfo Container

Element Zone Name Description
<40>
Page Number PageNumber Used when the publication includes page numbers.
Publication Information GenericPubInfo Usually italicized information about the publisher, printer, where to buy it, price, etc.
Masthead GenericPubInfo A section inside the magazine containing various pieces of publication information, such as the editor’s names, contact information, and subscription rates. Mastheads vary in size and amount of information included. Some may take up an entire page. In newspapers, the masthead often occurs on the editorial page; in magazines, it may appear in various locations (consult title-specfic mark-up addenda).
Nameplate GenericPubInfo The space at the top of the magazine cover, usually containing the (the logo), location, volume, issue, and sometimes taglines. Designs range from simple to intricate, depending on the design of the publication. The nameplate often contains the same information as the masthead, but it is a different layout element. Its purpose is to make the magazine identifiable when seen from a distance (as at a magazine stand, for example). The typeface is often a custom display type. Not every publication design includes a recognizable nameplate.
InsideFolioLine(s) GenericPubInfo A folio line is an identification line, appearing (when it does appear) on each page of a newspaper or magazine. The front-page folio line is different from those on inside pages. Not all magazine layouts feature a folio line. It may run at the top or bottom of each page. It can also run as part of the logo on special pages or within the masthead. It often consists of the publication date in one corner, the name of the publication (centered), and the page number in the other corner. It is sometimes separated from the rest of the page by a cutoff rule.
FrontFolioLIne(s) GenericPubInfo An identification line or lines on cover of the magazine often containing one or more of the following elements: the volume number (or the number of years the publication has been in print); the issue number; the place of publication; and date of publication. Usually joins the nameplate. Often separated from the logo by borders or cutoff rules. Not every publication layout includes a recognizable front folio line. Many of the Blue Mountain designs omit it, or scatter the informaiton traditionally contained in a front folio line across the front page.

1.4.1.2 Editorial Content Container

Element Zone Name Description
<40>
Head Headline A phrase at the beginning of a magazine section, usually indicating the subject of the following copy text. Location and Features :: A newspaper headline is a kind of head; magazines usually have many other kinds of heads. Heads are usually recognizable by weight, size, or position of type: they are often heavier or larger, and are often (though not always) centered above one or more columns of type with space before and after. A single magazine constituent may have several levels of heading: most have a top-level head (usually the title of the piece), to distinguish the piece as a whole from other magazine content, but many have typographically distinct subheads that subdivide the constituent itself into sections (see Subhead below).
Minorhead MinorHead A
Subhead Subheadline A phrase demarcating a part of a constituent or section of a magazine. A constituent or section cannot have a subhead without a head. Location and Features :: Subheads break up a chunk (a constituent, a section) into smaller units. Subheads are usually distinguished typographically from heads by smaller type sizes and different spacing.
Article Copy Textblock A block of body text. Article Copy is a misnomer; Editorial Copy would be better. It is usually, though not always, divided into paragraphs; Blue Mountain zones tables and lists as Article Copy. May be preceded by a Head (though a Head is not mandatory). May be subdivided into smaller units through the use of rules and/or subheads. Tagging Notes: Blue Mountain zones tables and lists as Article Copy; Blue Mountain also tags tables of contents as Article Copy.
Byline Author A zone containing one or more regions associated with the writer of an article, musical composition, letter, or other editorial content: usually the writer’s name, but sometimes also the writer’s position or other biographical information. The byline is usually located either at the beginning of the content, between the head and the first zone of copy, or at the end of the copy text. Bylines can be difficult to distinguish. They are sometimes set in italic or boldfaced type or in all-caps; they are sometimes a full name (first name, last name), sometimes a last name only, or one or two initials, or a name with a term of address in the language of the magazine (Mr., Dr., Madame, M., Herr, etc.)
Art Illustration A drawing, photograph, a reproduction of a print or a painting; a graphic poem. Sometimes has a caption above, below, or to the side of it. May occur anywhere; may occupy a single column, several columns, or be set outside the column grid of the page; or may take up a full page or a multi-page spread. The Avant-garde saw the invention of “graphical text” like concrete poetry, shape poetry, Futurist “words in liberty,” etc. While these are in fact hybrid forms, both graphic and text, Blue Mountain zones them as art.
Caption Caption One or more textual blocks associated with an Illustration. Captions may appear above, below, or (occasionally) to the side of the illustration to which they belong. They may contain several lines and/or zones of information: the identity of the subject; the name of the artist/photographer/poet; the title of the artwork being printed or reproduced. Consult title-specific addenda.
Music Music A zone of musical notation (in Western music, most often one or more staves, perhaps with clefs and key signatures, and notes; sometimes heavily annotated with text.) Size and extent varies. May be a small musical example occupying a few lines of a column, or a multi-page musical compostion. Some zones of music may be accompanied by heads or captions.
Footnote Textblock A zone of type, usually at the foot of the page, serving as an annotation to some text on the page.

1.4.1.3 SponsoredAd Container

Element Zone Name Description
<20> <40>
Sponsored Ad (Advertisement Copy) Advertisement An often-heterogenous zone of mixed typography, graphics, and layout whose function is to draw attention to some event, product, or service. Sponsored advertisements are those advertisements that appear in the magazine because an outside agency (a company, a theater, a publisher) has paid for it to appear. Ads may appear anywhere, but most often they appear in groups at the end of a magazine issue. They are often boxed. They may be any size – from a few inches to a partial or full page.

1.4.2 Zone Types to Ignore

Rules
Do not zone horizontal and vertical rules – the (usually thin) lines used to separate regions of the page.
Ornamental Artwork
Typographer’s ornaments, ornamental

borders, anonymous graphics at the heads of sections. (Consult title-specific addenda.)

  • Artwork without a caption and byline

1.4.3 General

Page type OutsideFrontCover, InsideFrontCover, InsideBackCover, and OutsideBackCover are set automatically in DPN. The operator shall verify if the types are correct in VPN and change if needed.

1.5 VerifyPageHierarchy (VPH)

The Blue Mountain Project will supply preliminary issue-level MODS records for every batch. Please consult the wiki page on issue-level MODS for more details. One of the important products of DDD’s conversion work is an updated version of this issue-level MODS record, enhanced with constituent-level metadata (the titles and creators of articles, illustrations, etc.). This enhanced MODS record will be output from docWorks, embedded in the METS file.

Here is an example of a preliminary issue-level MODS record.

<?xml version="1.0" encoding="UTF-8"?>
<mods xmlns="http://www.loc.gov/mods/v3">
   <recordInfo>
      <recordIdentifier>urn:PUL:bluemountain:dmd:bmtnabh_1905-05-15_01</recordIdentifier>
   </recordInfo>
   <identifier type="bmtn">urn:PUL:bluemountain:bmtnabh_1905-05-15_01</identifier>
   <typeOfResource>text</typeOfResource>
   <genre>Periodicals-Issue</genre>
   <titleInfo lang="fre">                      
      <nonSort>Le</nonSort>
      <title>Mercure Musical</title>
    </titleInfo>
   <part type="issue">
      <detail type="volume">
        <number>1</number>
        <caption>1re Année</caption>
      </detail>
      <detail type="issue">
        <number>1</number>
        <caption>No. 1</caption>
      </detail>
    </part>
   <originInfo>
      <dateIssued>15 mai 1905</dateIssued>
      <dateIssued keyDate="yes">1905-05-15</dateIssued>
    </originInfo>
   <relatedItem xmlns:xlink="http://www.w3.org/1999/xlink" type="host" xlink:type="simple"
                xlink:href="urn:PUL:bluemountain:bmtnabh">
      <recordInfo>
         <recordIdentifier>urn:PUL:bluemountain:dmd:bmtnabh</recordIdentifier>
      </recordInfo>
   </relatedItem>
</mods>

In the VPH step, docWorks operators will record metadata about the issue. The following table shows how:

docWorks metadata field MODS metadata element
Volume Number part[@type=’issue’]/detail[@type=’volume’]/number
Issue Number part[@type=’issue’]/detail[@type=’issue’]/number
Issue Date originInfo/dateIssued[@keyDate=’yes’]

1.6 VerifyHiearchy (VH)

Identify all components as either PubInfo, EditorialContent, or SponsoredAds.

  • Classify all zones in PubInfo or Editorial Content containers manually. (All ad zones will be grouped automatically into SponsoredAd containers.)
  • Composition of magazine constituents is highly variable. Some general guidelines:
    • A constituent very often is composed of a head, a byline, and one or more sections of body copy. Look for a typographically distinct head to begin the constituent; a byline will sometimes follow immediately after the head, but it may also appear at the very end.
    • Use the head as the constituent’s title.
    • Many of the Blue Mountain titles are art magazines; the illustrations often have heads, captions, and bylines. If a head is present, treat it as the title.

1.7 OCR Correction

  • Correct all heads, subheads, bylines, and captions.
  • Delete empty zones.
  • Ignore hand-written text blocks.