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 the covered a huge range of topics related to family history data. They contain many links to other resources, but 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

Relationship to Citations

 

Data Control

Data sensitivity

Data protection

Copyright

Informal permissions and prohibitions

 

Dates

Calendars

Machine-readable date values

Machine-readable calendar specifications

Imprecision

Granularity

Synchronised dates (aka dual dates, or 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 and protracted events

Hierarchical events

Relation to Persons, Places, and Groups

Inheritance of event properties

Relational constraints between events

 

Extensibility

Partially controlled vocabularies for tag values

Custom Properties, including units

Schema extensions

Additional types of subject entity (beyond Person, Place, Group)

 

Groups

Family units

Time-dependent Person association

Group hierarchies

Alternative names and spelling

Creation and Demise

Related entities (splits, joins, and other connections)

 

Persons

Name structure

Name sorting, collation, case conversation

Formal and informal presentation styles

Alternative names and spelling

Time dependency

Personal Name Authorities

Membership of Groups

 

Physical data formats

Data Model versus Serialisation Format

Container format for data and attachments (or Bundle)

 

Places

Distinguished from Location and Postal Address

Place hierarchies

Alternative names and spelling

Time dependency

Place Authorities

Creation and Demise

Related entities (splits, joins, and other connections)

Coordinates

 

Properties

Connection to Person, Place, or Group

Separation of original value from interpreted value

Transcription anomalies

Data-types. Fractional values, and units of measurement

Conclusion links

Multi-valued.

Personae, and equivalent for other subject entities

 

Resources

Attachments (e.g. images, documents)

Physical Artefacts

Transmission format

 

Sources & citations

Simple and complex citations

Citation elements

Analytical commentary

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 annotation-style notes

 



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