Research Notes

The following pages constitute the collected research notes for the creation of STEMMA®. I’ve tried to assemble these in a coherent fashion so that they might be used as a resource for similar work elsewhere.

 

The work is not claimed to be exhaustive but they originally occupied over 80 document pages and covered a huge range of topics related to family history data. They contain many links to other resources, and also make many independent points and observations that should be considered.

 

Note that the STEMMA specification, as written up here, is still a working research project and does not yet address every point raised in these research notes.

 

In addition to the subjects listed below, there is also an exploration of the many cultural variations around the world, including a short introduction to globalisation from a computer software perspective.

 

Attribution

Relation to Citations

 

Data Control

Data sensitivity

Data protection

Copyright, and informal permissions and prohibitions

 

Dates

Calendars

Machine-readable date values

Machine-readable calendar specifications

Imprecision

Granularity

Dual dates (aka Double dates)

 

E&C

            Representation of transcription anomalies

            Representation of original emphasis, footnotes, marginalia, etc

            Adding alternative meaning/spelling to transcribed text

Proof and GPS

Conclusion sharing

Reasoning

Personae

 

Events

Simple or protracted

Hierarchical events

Relation to Persons and Places

Inheritance of event properties

Relational constraints between events

 

Extensibility

Partially controlled vocabularies for tag values

Custom properties, including units

Schema extensions

 

Persons

Name structure

Sorting, collation, case conversation

Formal and informal presentation styles

Alternative names and spelling

Time dependency

Personal Name Authorities

 

Physical data formats

Data Model versus Serialisation Format

 

Places

Distinguished from Location and Postal Address

Place Hierarchies

Alternative names and spelling

Time dependency

Place Authorities  

 

Resources

Attachments

Transmission format

 

Sources & citations

Simple and complex citations

Citation elements

Discursive notes
Citation styles & modes

Citation Templates

 

Structured narrative

Mark-up (presentational and semantic)

Linking text to text, and text to data

Original attributes used for emphasis

General reference notes

  



® STEMMA is a registered trademark of Tony Proctor.