TARO 2021 Report

Greetings, TARO colleagues!

What an amazing year 2021 was for TARO. Never before have so many of our repositories, volunteers, and others from around the state come together to do so much for this consortium. From the massive data remediation efforts early in the year, to the diligent testing of the constantly evolving txarchives.org (or “TARO 2.0”) website, we somehow accomplished everything we had hoped. And we did it all despite continuing to negotiate COVID, winter storms, and other challenges. We on the TARO Steering Committee cannot thank every single one of you enough for all your hard work.

2021 Steering Committee members

TARO held its annual Steering Committee open-office election in November, filling the calendar year 2022 vacancies for the offices of Vice Chair/Chair-Elect and two At-Large members. Officers who completed their terms this year are Immediate Past Chair Rebecca Romanchuk (2019-2021) and At-Large members Ada Negraru (2020-2021) and Rachael Zipperer (2020-2021). Their dedication to their duties and excellent work are much appreciated. Officers for next year are:

News and Major Accomplishments

NEH Implementation Grant

TARO Web Application Development

TARO kicked off development of the new “TARO 2.0” website in March via a TARO-wide virtual meeting. Development, testing, and continual enhancements continued throughout the year. In December 2021 the site debuted after tireless work by our grant-funded web applications developer, Minnie Rangel, as part of the Valkyrie Squad at UT Libraries. This work included a comprehensive functional and aesthetic redesign of the TARO website that will assist patrons, archivists, and others with finding our repositories’ valuable research materials. Enhancements include an improved search interface, the ability to browse the site using common subject headings, and improved finding aid management tools for TARO repositories. Carla Alvarez (UT Libraries Benson Latin American Collection Latino/a Archivist) served as the Product Owner for the project, spending countless hours meeting with the Valkyrie Squad, gathering website testing feedback from TARO members, and coordinating communication between developers and TARO repositories.

Metadata Remediation Project

In order for existing finding aids to integrate with the TARO 2.0 website, repositories had to ensure that their files were formatted correctly. This entailed updating thousands upon thousands of data points across almost 16,000 finding aids – a Herculean task that brought together volunteers from across TARO to assist repositories with the work. These included Penny Castillo, Samantha Dodd, Kelly Hanus, Molly Hults, Ada Negraru, Robert Weaver, and Rachael Zipperer, all of whom remained on permanent standby for our fellow archivists. James Williamson, the Chair of TARO’s Outreach and Education subcommittee, put together a training on data remediation to assist repositories as well. Finally, grant funds via the Texas State Library and Archives Commission were also allocated to contract a “Remediator” to hand-correct finding aids, a task taken on by archivist Sarah Stephenson. Through her efforts, and the hard work of every single TARO repository, TARO now boasts 15,618 finding aids online, with more appearing every day. The lessons learned from this project were too valuable not to share with other archivists and consortia facing similar challenges, so they were shared in a presentation by Samantha Dodd (then Vice Chair) at the Texas Conference on Digital Libraries.

TARO Metadata Analyst

In late 2020 our grant project hired Devon Murphy, a metadata and digital collections professional, to work with us to analyze the controlled access vocabulary in TARO in order to validate existing subject headings against established authority files. Devon’s goals included creating approved lists of controlled access vocabulary and writing training documentation for TARO members to use to edit their own subject headings. That hard work produced a Browse Terms list and an Advanced Terms list to help repositories make their finding aids more discoverable on the new website.

 TARO Virtual Brown Bag

This year our TARO Brown Bag was held virtually at the Society of Southwest Archivists (SSA) Annual Meeting, and was attended by dozens of TARO member repository staff and other interested archivists. Our Steering Committee officers and subcommittee chairs talked about the scope of their work and presented on their current activities. TARO will hold a Brown Bag at the 2022 SSA Annual Meeting in Houston to share our recent and upcoming activities and update attendees about TARO’s plans now that the new website has launched.

New Member Repositories

Due to the realities of creating, testing, and debuting a new website, TARO only welcomed one new member repository this year:

Our Lady of the Lake University (San Antonio, TX)

But TARO is always seeking new members! And repositories don’t have to do all the work themselves, because TARO has a “New Member Initiative,” with funding for vendor encoding of finding aids generously provided by the Summerlee Foundation. For more details about New Member Initiative activities this year, keep an eye out for the upcoming Year 4 report here on TARO Today, written by 2021 QA Subcommittee Chair Rebecca Romanchuk.

National Archival Finding Aid Network (NAFAN) Participation

TARO is one of twelve finding aid aggregator partners in the “Building a National Finding Aid Network” collaborative research and planning initiative led by the California Digital Library. After receiving a $982,175 grant from the Institute of Museum and Library Services in 2020, the network has made notable progress toward its goals. They have begun a two-year research and demonstration project that will last until August 2022, which has already gathered demographic data and information about why and how researchers use finding aid aggregations. This was collected in part via surveys like the one featured on TARO’s old website earlier this year. OCLC researchers also mined EAD element and attribute usage data across the participating finding aid aggregators. TARO also continues to provide feedback based on our recent experiences as NAFAN explores what their final product might feature and how it might function.

 Looking Ahead

  • The coming year will see the Steering Committee develop TARO’s first 3-Year Strategic Plan in nearly a decade. It will explore not only the sustainability and continued development of the website, but also how to empower repositories to better use the site and, as importantly, recruit new repositories to the consortium.
  • TARO will be hosting several in-person trainings in 2022, beginning with a workshop at Texas State University on April 1st. Two other workshops will be held in the spring: one at Southern Methodist University (date to be determined), and another at the SSA Annual Meeting in Houston on May 18th. Fall 2022/spring 2023 trainings will also be held in West Texas, the Texas Panhandle, and the Rio Grande Valley.
  • We are currently seeking new members to join our Summerlee New Member Initiative! If your repository wants to join TARO, or you know of another repository who is interested, but needs a little help to do so, please contact TARO’s new chair, Samantha Dodd.

Stay in Touch
TARO Today
TARO wiki
TARO Best Practice Guidelines

On behalf of the TARO Steering Committee, please accept our boundless gratitude for all the repositories that have made TARO into the unique treasure that it is. I want to personally thank our many volunteers, from subcommittee chairs who worked long hours during the TARO 2.0 project, to remediation team members, and the many, many other experts who contributed tirelessly to our success. I also ask you all to join me in extending heartfelt thanks to my fellow Steering Committee officers, whose patience, perseverance, and leadership have led TARO into this new, exciting period in its history.

Robert Weaver

2021 TARO Steering Committee Chair

TARO 2.0 beta site testing concluded!

TARO colleagues:
Thank you to everyone who participated and provided feedback during the testing phase (May 18 to August 16) for the new TARO website. This post includes important date information that was previously sent to the taro-list and information about next steps.

Here is a recap of important dates
Key dates and expected activity timelines for stakeholders and the development team are listed below. These dates are subject to change.

  • May 18th, 2021: BETA launch part 1: new TARO administrative website.
  • July 19th, 2021: BETA launch part 2: new TARO public website.
  • August 2nd, 2021: Deadline for Stakeholder feedback on BETA administrative site.
  • August 16th, 2021: Deadline for Stakeholder feedback on BETA public site.
  • September 1st, 2021: Legacy site activity and uploads frozen.
  • September 15th, 2021: Final migration of data from legacy to the new site.
  • September 29th, 2021: Hard launch of the new TARO site, release 1.0. Legacy site redirects to new public site.
  • December 31st, 2021: End of development. Return to <5% developer maintenance time.

Reminders
Here is a list of feedback reminders that were sent to the taro-list.

  • BETA Admin site: 3 reminders were sent to the list (June 09, June 30, July 26)
  • BETA Public site: 3 reminders were sent to the list (July 27, August 3, August 9)
  • Browse terms testing reminders included as part of BETA Public site reminders

Next steps for TARO members

  • Continue editing your finding aids, as needed, based on the last available migration report you have. You can use the Admin site until you hear otherwise and after that you can use the Qual site to double check that your finding aids meet the TARO 2.0 site requirements. Qual site instructions are here.
  • You can continue to update and add new finding aids to the Legacy site through the end of August. Beginning in September the file upload will be frozen/not allowed (similar to the end of year processing freeze before the winter break holidays).

Between now and the official launch at the end of September the development team will be busy wrapping work. The launch of the new website is a big endeavor and has involved the work of many people – including all you who are editing your finding aids.

This is a big milestone for TARO – we are starting to use our new URL (txarchives.org), the new logo, and, of course, the redesigned website. Thank you all for your hard work!

Stay tuned to the taro-list for future updates.

 

The TARO 2.0 implementation project has been made possible in part by a major grant from the National Endowment for the Humanities: Democracy demands wisdom.

Control Access Terms/Browse List release!

We are excited to release the TARO Control Access List created by Devon Murphy, former TARO Metadata Analyst. This list will be used by repositories to update and create search terms for their finding aids within TARO. The Control Access Master List is in two parts:

A Browse List: Used for the “Browse” section of the website. This is a short list of broad search terms for geographic places and subject topics. To have your finding aids appear in the “Browse” section of the website, we strongly encourage you to use these terms. Terms that closely match are expected to also appear in Browse search results. We will be actively testing this list from July 13th-August 16th, when the search features of TARO 2.0 will be available. We encourage you all to add these terms to your finding aids or to create dummy finding aids to aid us in testing! Feedback should be submitted to Carla Alvarez (c.alvarez@austin.utexas.edu).

An Advanced Search List: Used for Advanced/keyword search options. This is a large list of all control access terms entered into TARO as of August 2020; items have been standardized in terms of punctuation, spelling, and syntax. Finding aids do not need to use anything on this list to appear in Advanced/keyword search, but it is encouraged to update one’s terms to provide users with more consistent search results. This list is complete.

Documentation

  • Documentation explaining how to use the list, as well as a description of testing needs was shared via email.
  • You can also find the documentation in the TARO wiki here.

Training

  • Stay tuned to the taro-list for an announcement to attend a browsing and subject headings training opportunity later in the summer. The date is TBD, but will be after repositories have had a chance to see how browse works during the Public site soft launch (after July 13).

This is an important part of the subject standardization work conducted during the NEH implementation grant.

 

The TARO 2.0 implementation project has been made possible in part by a major grant from the National Endowment for the Humanities: Democracy demands wisdom.