Chapter 8. Validation and Diagnostics

Introduction to Validation and Diagnostics

The documentation in this chapter is for all repo users. It is relevant for editors, encoders, remediators, and anthology leads, containing foundational information about ensuring your files are error-free and have functional links.

Rationale

The LEMDO TEI schema is supported by a Schematron file that enforces project-specific rules that are not governed by TEI. For example, LEMDO requires curly apostrophes. If you type a straight apostrophe, you will get a Schematron error as you encode to remind you to use the curly apostrophe.
We also have robust diagnostics that can generate reports and flag potential problems. Between LEMDO’s constrained schema, the Schematron, and our Diagnostics, you have plenty of checks to help you get the encoding right and finish all the parts of your file.
The pages in this chapter describe the permanent diagnostics. We often add temporary diagnostics to help us clear up a pattern of errors before we write Schematron to prevent those errors in the future.

Learning Outcomes

This chapter is designed to support you throughout the process of encoding files and preparing them for publication. By the time you have worked through this chapter, you will:
Know how to fix Schematron errors.
Know where to find and how to use our general diagnostics.
Know how to check diagnostics for your specific edition or anthology.
Know how to check links.

Contents

Section Description
Schematron and Validation Errors Learn how to parse and fix validation errors in Oxygen
LEMDO Diagnostics Learn about LEMDO’s general diagnostics and how to identify and fix diagnostic errors in your files
Edition Diagnostics Learn about the diagnostics that LEMDO offers for individual editions and how to run diagnostics on your edition
Anthology Diagnostics Learn about the diagnostics that LEMDO offers for anthologies that must be cleared prior to publication
Check Link Validity Learn how to check that the links in your files are valid

Schematron and Validation Errors

Introduction

Schematron is the language that LEMDO uses to write rules specific to LEMDO’s encoding. Schematron, alongside our schema, ensures that encoding is consistent and correct throughout the LEMDO project. If your encoding does not follow one of the Schematron rules that we have written, then you will get a validation error. This error will prompt you to go back and correct your encoding. Important: fix validation errors as soon as you see an error message or a red squiggly line; if you ignore error messages, the errors will compound and become harder to correct.
If you commit an invalid file, it will break the build and prevent our Jenkins Continuous Integration Server from serving up a new version of the LEMDO-dev website. When the build is broken, nobody can see their recently committed work rendered in HTML. If you inadvertently break the build, a member of the LEMDO team will contact you to let you know that we are fixing the error or to invite you to fix the error causing the build break.
If we see a frequently occurring error that is not currently prevented by Schematron, we will write a new Schematron rule in the ODD file (lemdo.odd). You must svn up regularly to ensure that you get any new Schematron rules that we add.

Step-by-Step: Check Validity

Save your file. You always want to save your file before validating; if you save after validating, you run the risk of introducing a new error if you press the wrong key combination while trying to save.
Click the validation button at the top of your Oxygen window. (The icon resembles a piece of paper with a red checkmark.)
Check for the validation message at the bottom of your Oxygen window. It will say either Validation successful or Document contains errors.
If your validation is successful, you can either continue working or commit your file.
If your validation is not successful, you must fix the error. Never commit an invalid file.
For more detailed instructions on validating a file, see Validate Files.

Practice: Fix Validation Errors

To fix a validation error, look at the error message at the bottom of your Oxygen window. In most cases, we have written instructions for how to fix Schematron errors. For example, if you have a straight apostrophe in your file, you will get an error message that says: ERROR: Straight apostrophes are not allowed in text. Use curly apostrophes instead. The shortcut to add a curly apostrophe is ctrl+shift+’ (on PC or Unix) and command+shift+’ (on iOS). The LEMDO team writes these error messages; the messages are not generated by Oxygen. Please follow the guidance we have written for you in these error messages.
If you are unable to see the entire message because it is cut off, you can pull up a window with the full message by double clicking on the message text.
If you are unable to fix the error yourself, contact the LEMDO team for help. Do not commit your file while it is invalid.

LEMDO Diagnostics

Rationale

Although many errors can be caught by the Schema and by Schematron and flagged for you in Oxygen, some errors cannot. Even when we can check an error via the Schema or via Schematron, we sometimes choose not to break the build over the error, typically because there are too many instances of the error to fix, such as old TLN links. Our normal workflow is to write a Diagnostic to catch and list these errors. Once we have cleared the Diagnostic report, we will write Schematron to prevent such errors occurring in the future and then retire the Diagnostic. In other cases, we use Diagnostics as a mechanical copyeditor to catch and enforce decisions that cannot be enforced by Schematron.

Practice: Check LEMDO Diagnostics

To navigate to LEMDO diagnostics from the LEMDO-dev site, click on the Resources tab in the top navigation bar and select Diagnostics. Your browser will open the LEMDO Diagnostics Web page.
Diagnostics are under the Consistency Checks tab of the LEMDO Diagnostics page; by default, the page opens with this tab expanded. Each diagnostic has its own collapsable tab. Each diagnostic check that does not currently find any errors across the LEMDO repository is coloured green and has the number zero in brackets beside the diagnostic name. Each diagnostic check that does find errors is coloured red and has the number of errors found by the diagnostic check in brackets beside the diagnostic name.
You can filter the diagnostics to show errors from just one edition by typing emd followed by your edition abbreviation in the filter text box and clicking Filter. For example, if you were working on the Henry V edition, you would type emdH5 into the filter box. You can also search for diagnostics in a specific file by typing the full file name into the filter box. For example, you can type emdHam_EM_collation to find errors in just that file.
For instructions for fixing errors flagged by the diagnostic checks, see the relevant section below on the type of error that you wish to fix.
In addition to the consistency checks, there is a statistics tab on the diagnostics Web page. This tab is closed by default, but you can click on the right-facing arrow to expand the statistics tab. The statistics include counts of files in the LEMDO repository, of total xml:ids across the repo, and of the number of facsimile files that we have stored on our facsimile server. If other statistics would be useful to you, please let us know. We will add them if we can.

Excluding a Portfolio or File from Diagnostics

Sometimes one portfolio or file can generate many errors in the diagnostics without any prospect of their being fixed in the near future, and all of those results may swamp and obscure important errors that need to be addressed quickly. In such cases, a programmer or project administrator can add a file id or a partial file id to this text file in the SVN repository: jenkins/diagnostics_exclusions.txt. Our diagnostics build process ignores files listed in this file and does not report errors. The LEMDO team will review the diagnostics_exclusions.txt file periodically to check that it contains only inactive files.

Files Containing Bad Facsimile Links Diagnostic

LEMDO stores facsimile images on an HCMC server. They are too big and too numerous to include in LEMDO’s Subversion repository. We create XML files in the facs folder the the LEMDO repo in order to encode the metadata for the images and to give each image an xml:id. LEMDO editors and encoders can then point to facsimile images from their semi-diplomatic transcription files. Because this linking process is relatively complex, there are sometimes errors in linking from files in the LEMDO SVN repo to the server containing the facsimile images. This diagnostic catches these errors by finding links to images that do not exist.
If you are working on facsimile files in the facs folder, you should regularly check this diagnostic to ensure you do not introduce any errors.
If there is an error in this diagnostic (i.e., a file has tried to link to a non-existant facsimile file), you must correct the values for the @url attributes on the <graphic> elements of your facsimile file. Follow the instructions in Encode Images in Facsimile Files.
If you cannot find the error, check the value of the @url attribute against the URI of the facsimile images on the facsimile server. To navigate to the facsimile server, click the Resources tab on the top navigation bar of the LEMDO-dev website and select Facsimiles. Click on the link for the copy that you are working with to be brought to a list of the relevant URIs.

Pointers to External Anchors Diagnostic

Using a pointer to link to an anchor in another edition is not forbidden (yet), but it is not as stable as linking to structural entities.1 When you make a link from your edition to another edition, you should use <ref> elements to link to structural elements with xml:ids (such as acts, scenes, speeches, or paragraphs).
To resolve this diagnostic, search in your file for the anchor ID that is linked to and replace it with a link to a structural entity following the directions in Encode Reference Links.

Missing Speaker Elements Diagnostic

All speeches in modernized texts should have a speech prefix encoded with the <speaker> element. This diagnostic finds speeches in modernized texts that do not have speech prefixes. (Note that some speeches in semi-diplomatic transcriptions do not have speech prefixes.)
To resolve this diagnostic, add speech prefixes to your modernized text where they are missing. See Encode Speakers in Modernized Texts. If you have a compelling reason not to add a speech prefix, discuss the matter with your anthology lead, who will in turn take up the matter with the LEMDO team.

Texts Lacking Authors Diagnostic

All semi-diplomatic and modernized texts should have an author identified in their metadata. This diagnostic identifies plays, shows, and poems that do not have a <respStmt> for an author in their <titleStmt> elements.
To add an author to the metadata for your file, follow the instructions in Encode Responsibility Statements. In cases where the work’s author is unknown, add a <respStmt> for the author and link to the Anonymous entry in PROS1 as follows:
<respStmt>
  <resp ref="resp:aut">Author</resp>
  <persName ref="pros:ANON1">Anonymous</persName>
</respStmt>

Old TLN Links Diagnostic

Files that began as IML files that have not been completely remediated have links to targets beginning with tln:. These correspond to the old through line numbers used by the Internet Shakespeare Editions. Old TLN links will be removed during the remediation process. Remediators should delete links to TLNs once they have replaced them with functioning links to the LEMDO edition.

Bad Documentation Resp Pointers Diagnostic

We give credit to the people who have worked on documentation using the @resp attribute on the root <div> element of documentation files. All @resp values in documentation must link to a <respStmt> element in the ODD file (lemdo.odd) and must prefixed by or: (e.g., or:odd_JENS1_wtm).
To fix this error, check that all @resp values match a <respStmt> in the ODD file. If there is no <respStmt> for the person who needs credit for a particular role, ask a member of the LEMDO team with read/write permissions over the ODD file to add the <respStmt> . For more information, see Give Credit for Documentation Files.

Unlinked Documentation Files Diagnostic

LEMDO’s many documentation files are included in our Encoding Guidelines only if they are listed in the ODD file (lemdo.odd). We do not want to have documentation files in the repo that are not listed in the ODD file. If there is a documentation file in the repo that is not listed in the ODD file, this diagnostic will flag it.
To clear this diagnostic, either list the documentation file in the ODD file or move deprecated documentation files to the data/obsolete/oldDocumentation folder. To avoid this diagnostic error, we recommend writing content for new documentation files as soon as you create them so that they are ready to add to the ODD file as soon as they are added to the repo. Do not make XML files as placeholders for text you have not yet written.

Links Using the Role: Prefix to Empty Roles Diagnostic

LEMDO allow you to make links from your collation, annotations, and critical paratexts to characters in your character list(s). To make such links, encoders use a <ref> element with a @target attribute. The value of the @target attribute must be prefaced by role: and must link to a <person> element in a character list.
The intention of these links to characters in character lists is to provide additional information or context about the character by linking to the location of their character note. There is no point in linking to a <person> element that does not have a child <note> element because there will be no information about the character. In cases where a <person> element does not have a child <note> element, the diagnostic will flag the redundant link.
To clear this diagnostic, simply remove the link to the cast list. Alternatively, add a note to the character list.

Broken Link Chains Diagnostic

When we have split elements (e.g., a quote that spans multiple verse lines, so must be split into multiple <quote> elements), we use the @next and @prev attributes to link to the other parts of the element. If the links do not correctly go to an xml:id either before or after the element, the diagnostic will flag it. For more information, see Encode Split Elements.
To resolve this diagnostic, check that the numbering is correct for each part of the split element. Then, check that the value of each @prev and @next attribute links to an existing xml:id.

Tags with Bad @xml:lang Values

LEMDO tags foreign languages using the @xml:lang attribute and a set of allowed values listed in our ODD file. Each value corresponds to an IANA value for a specific language. For more information on encoding foreign languages, see Encode Foreign Languages.
To resolve this diagnostic, ensure that the value you give the @xml:lang attribute is one of the ones listed in the dropdown when you add the @xml:lang attribute in Oxygen. You can also view the language values in tabular form in IANA Values for Specific Languages. If you are encoding text in a language that is not included in our allowed languages list, contact the LEMDO team to have the language added.

Duplicate Bibls Diagnostic

The LEMDO bibliography serves all the anthologies and editions therein. As a consquence, there are thousands of entries spread across the 26 BIBL1 files (BIBL1_A, BIBL1_B, and so on), which are regularly updated and expanded by the LEMDO team. We have occasionally created a duplicate entry. This diagnostic uses a similarity metric to check the BIBL1 files and flag <bibl> entries that appear to be similar. If you are an RA checking the general diagnostics report, you will want to clear this diagnostic regularly so that you catch duplicates shortly after the second one has been created.
If two entries do refer to the same source, search the repository to see which xml:id has been cited the most often in <ref> elements. If you are checking Diagnostics regularly, you will normally find that the duplicate id has been used just once or twice. Standardize the <ref> elements so that they all point to the most-used xml:id. Delete the duplicate <bibl> entry.
If the diagnostic has flagged two similiar entries that are not duplicates, we have a mechanism for telling the similarity metric to ignore pairs (or trios) of entries. Add a @corresp attribute to the <bibl> element of each one. The value of the @corresp attribute is not: followed by the xml:id of the entry: e.g., not:CONN2. Note that the @corresp can have multiple space-separated values.
In the examples below, the similarity metric has flagged three editions contributed by Francis X. Connor to the New Oxford Shakespeare. To each entry, we have added the @corresp attribute to indicate that the entry is not a duplicate of either of the other two.
<bibl xml:id="CONN3" corresp="not:CONN2 not:CONN10">
  <editor>Connor, Francis X.</editor>, ed. <title level="m">Lucrece</title>. By <author>William Shakespeare</author>. <title level="m">The New Oxford Shakespeare</title>. Ed. <editor>Gary Taylor</editor>, <editor>John Jowett</editor>, <editor>Terri Bourus</editor>, and <editor>Gabriel Egan</editor>. <pubPlace>Oxford</pubPlace>: <publisher>Oxford University Press</publisher>, <date>2016</date>. 673–721. WSB <idno type="WSB">aaag2304</idno>.</bibl>
<bibl xml:id="CONN10" corresp="not:CONN3 not:CONN2">
  <editor>Connor, Francis X.</editor>, ed. <title level="m">The Tragedy of Coriolanus</title>. By <author>William Shakespeare</author>. <title level="m">The New Oxford Shakespeare</title>. Ed. <editor>Gary Taylor</editor>, <editor>John Jowett</editor>, <editor>Terri Bourus</editor>, and <editor>Gabriel Egan</editor>. <pubPlace>Oxford</pubPlace>: <publisher>Oxford University Press</publisher>, <date>2016</date>. 2723–2813. WSB <idno type="WSB">aaag2304</idno>.</bibl>
<bibl xml:id="CONN2" corresp="not:CONN3 not:CONN10">
  <editor>Connor, Francis X.</editor>, ed. <title level="m">Venus and Adonis</title>. By <author>William Shakespeare</author>. <title level="m">The New Oxford Shakespeare</title>. Ed. <editor>Gary Taylor</editor>, <editor>John Jowett</editor>, <editor>Terri Bourus</editor>, and <editor>Gabriel Egan</editor>. <pubPlace>Oxford</pubPlace>: <publisher>Oxford University Press</publisher>, <date>2016</date>. 639–672. WSB <idno type="WSB">aaag2304</idno>.</bibl>

Unknown Old IML Characters Diagnostic

When files were converted from IML to TEI, some special characters were not transformed into TEI. These characters were not recognized in the transformation, and so we wrote a diagnostic to identify characters that need to be remediated manually.
To resolve this diagnostic, open the file containing the old IML character search for it using Ctrl+F (Cmd+F on Mac). Check the transcription agains the facsimile of the text and add the correct character. For information on encoding glyphs and ligatures in TEI, see Encode Glyphs and Ligatures in Semi-Diplomatic Transcriptions.
In 2026, we still have over 20,000 characters to remediate. A glorious day is coming when all IML files will be fully remediated, and then we will retire this diagnostic with fanfare and relief.

Files Containing TEI <persName> Elements without @ref Attributes Diagnostic

LEMDO uses the <persName> element to tag people’s names in metadata and primary texts. In order to identify the person, we put a @ref attribute on <persName> linking to either PERS1 (for contributors to LEMDO) or PROS1 (for historical people). Our processor cannot do anything with a <persName> element that has no @ref attribute. This diagnostic finds instances of <persName> elements with no @ref attribute.
To resolve this diagnostic, add @ref attributes to all <persName> elements. If the person is a LEMDO contributor, give @ref a value of pers: followed by the person’s xml:id as given in PERS1. If the person is historical, give @ref a value of pros: followed by the person’s xml:id as given in PROS1. If the person does not already have an xml:id in PERS1 or PROS1, contact the LEMDO team to add one.

LocalCit Pointers to Divs without Heads Diagnostic

Within an edition, you may use the <ptr> element to link to <div> elements that have child <head> elements. The text node of the head element is used to create a linkable string of text. This diagnostic checks that the <div> has a child <head> .
To resolve this diagnostic, ensure that you are using the <ptr> only as allowed in the LEMDO project: use it only to link within your edition and only to link to acts, scenes, speeches, stage directions, or <div> elements that have a <head> . If you have linked to a <div> without a <head> , add a <head> element. Adding a <head> will not only clear the diagnostic, but will also add the <div> to the page’s table of contents.
For information about when to use the <ptr> element, see Choose Linking Mechanisms. For information about making links with the <ptr> element, see Encode Pointer Links.

<catRef> Elements whose Target Does Not Match Their Scheme Diagnostic

LEMDO uses the <catRef> element to specify important information about the nature of a file so that that our processor is able to treat the file according to its purpose, source, content, and editorial treatment. There are two attributes on the <catRef> element: @scheme and @target. Each has a list of allowed values. Each of the @target values belongs to one of the schemes. It is important for our processor that the value of @target belong to the scheme given as the value of the @scheme attribute. This diagnostic finds instances where the @target value does not belong to the scheme indicated in the value of the @scheme attribute.
To resolve this diagnostic, ensure that the values of @scheme and @target match. The values for the @target attribute each begin with the initialism for the associated scheme. For example, the targets for the scheme emdBookFormats all begin with lbf (i.e., “LEMDO Book Formats”).

Backwards Annotation and Collation Spans Diagnostic

When linking annotations and collation to modernized texts, we link to anchors on either side of the span that we are annotating or collating. It is important that we link first to the anchor before the lemma and then to the anchor after the lemma. This diagnostic finds instances where anchors are linked to in the wrong order.
To resolve this diagnostic, open the file for your modernized text. Run edition diagnostics by clicking on the red play button at the top of the Oxygen window. Doing so will open a diagnostics page in your Web browser that includes the diagnostic Annotations and collations whose Pointers are in the wrong order. If any are found, go into your annotations or collation file to find and correct the order of links. LEMDO recommends running edition diagnostics regularly while you work on annotations and collation to avoid this issue.
For detailed instructions about running edition diagnostics, see Edition Diagnostics.

Possible Missing Spaces Diagnostic

In most cases, <anchor> elements should have a space on one side when they are between two words. If there is not a space on either side of an <anchor> between two words, the rendered page will run words together. This diagnostic flags instances where there is no space on either side of an <anchor> element so that there are no missing spaces in your rendered edition.
To resolve this diagnostic, find the <anchor> element and add a space if needed.

Other Resources

Martin Holmes and Joseph Takeda, Beyond Validation: Using Programmed Diagnostics to Learn About, Monitor, and Successfully Complete your DH Project, Digital Scholarship in the Humanities 34 (2019); DOI: 10.1093/llc/fqz011.

Edition Diagnostics

Prior Reading

Rationale

LEMDO has set up a number of diagnostic checks for your edition that you will find useful as you prepare your edition. These diagnostics provide statistics about characters, entrances and exits, and spoken lines. Diagnostics also help you to encode links correctly to anchors from your collation and annotations. For that reason, we recommend that editors regularly check their edition diagnostics. This documentation will guide you through the process of checking your edition diagnostics and clearing any potential errors therein.

Practice: Run Edition Diagnostics

To run edition diagnostics, first open the file for your modernized text. In the tool bar at the top of your Oxygen window, click the red play button:

                           Oxygen play button
It typically takes some time to run the diagnostics. Once they are complete, a new tab will automatically open in your default Web browser with an HTML page listing diagnostics. At the top of the Web page will be the date that the diagnostics were generated and the ID for your edition. Each set of diagnostics and statistics is available through a drop-down on the HTML page.
Note that diagnostics that have no potential issues will have the number zero (0) beside them, while those diagnostics that do find potential issues will give the number of issues you need to resolve.

Edition Statistics

The first drop-down on your edition diagnostics page is for statistics. This section includes counts for number of acts, scenes, speeches, stage directions, and speaking characters in your edition. In addition, the length of your modernized text is given in both characters and words. Finally, you can see the total number of elements and attributes that you and the LEMDO team have added to your file.
The statistics section also offers statistics by character. In this table, each character in your edition is listed along with the number of speeches they give, number of words that they speak, their average speech length, the average length of words that they speak, the number distinct words that they use, and how many of their total words are distinct (given as a decimal between 0.0 and 1.0 with 1.0 meaning each word spoken is distinct). This information may be helpful to you when you write your critical introduction.

Unused Anchors Diagnostic

LEMDO uses anchors and pointers to link annotations and collations to modernized texts. All <anchor> elements should be linked to from somewhere in your edition. This diagnostic finds <anchor> elements that are not linked to from anywhere within the edition.
To resolve this diagnostic, you will first check that the anchor is not being linked to from another edition by searching the texts directory in the LEMDO repo. (Other editions should not be linking to anchors in your edition. They should be linking to the acts/scenes and speeches in your modern text, speeches or WLNs in your semi-diplomatic text, and <div> s or paragraphs in your critical paratexts.) Follow these steps to check that no other edition is linking to your anchors:
Copy the xml:id of the unused anchor. You can copy this directly from your edition diagnostics.
Right click on the texts directory in Oxygen’s project pane.
Select Find/Replace in Files…
Paste the xml:id in the Text to find text box.
Click Find All.
If there are no files linking to the anchor (as is likely the case, given LEMDO’s general diagnostic that looks for such links), only one result will come up (the anchor itself). In those cases, you may delete the unused anchor. If there is another edition linking to the anchor, leave the anchor in place but let the LEMDO team know that someone is linking to your edition so that we can help the other editor link in the LEMDO-allowed ways.

Pointers not Pointing at Anything Diagnostic

All pointers must link to an entity with an xml:id. This diagnostic finds <ptr> elements that are trying to link to non-existent xml:ids. If a file is committed with a pointer not pointing at anything, the LEMDO build will break. Checking this diagnostic before you commit files containing new <ptr> elements prevents the build breaking on this issue.
To resolve this diagnostic, search your edition for the pointer that is not pointing at anything and correct the value of its @target attribute so that it correctly links to an entity. These errors are almost always typos (“3411” when you mean “341”.

Annotations and Collations Whose Pointers Are in the Wrong Order Diagnostic

When annotations and collation link to anchors in a modernized text, the first target must link to the <anchor> element that comes first in the modernized text while the second target must link to the <anchor> that comes second. If the anchors are invoked in the wrong order, our processor will not be able to mark the span and the LEMDO build will break. Checking this diagnostic before you commit your annotations or collation file prevents the build breaking on this issue.
To resolve this diagnostic, search for the annotation or collation entry that links to anchors in the wrong order and correct the order. Run your edition diagnostics again to ensure that the issue is fixed.

facs Attributes that do not Follow a Consistent Expected Pattern Diagnostic

LEMDO allows you to make links from <pb> (page beginning) elements to facsimile images using the @facs attribute. Because all facsimile images are associated with xml:ids that are consecutively numbered and we link to facsimile images for all pages in semi-diplomatic transcriptions (including blank pages), we expect the links to follow the pattern of consecutively numbered xml:ids. This diagnostic finds any inconsistencies in the expected pattern.
To resolve this diagnostic, check that your @facs links are correct. See Link to Facsimiles from Semi-Diplomatic Transcriptions for more information.

Missing <speaker> Elements Diagnostic

All speeches in modernized texts should have speech prefixes encoded using the <speaker> element. This diagnostic finds <sp> elements (speeches) without a child <speaker> element. If you have a compelling reason not to give a speech prefix to a speech, take up the matter with your anthology lead(s), who will in turn take the matter to the LEMDO team.
To resolve this diagnostic, open your modernized text file and add <speaker> elements to speeches that do not yet have them. For more information on speech prefixes in modernized texts, see Encode Speakers in Modernized Texts.
Note that not all speeches in semi-diplomatic transcriptions will have speech prefixes. See Encode Speech Prefixes in Semi-Diplomatic Transcriptions and Speeches without Speech Prefixes for our encoding practice in semi-diplomatic transcriptions.

Entrances and Exits

LEMDO lists all of the entrances and exits encoded in each scene of your modernized texts in the entrances and exits section of the edition diagnostics page. This information is often helpful to editors determining scene divisions. It is also useful information if you want to create a doubling chart.
If the list seems to be missing an entrance or exit, check that your encoding is correct. All entrances and exits should be encoded using the <stage> element. For entrances, ensure that the @type attribute on the <stage> element has the entrance value on it. For exits, ensure that the @type attribute has the exit value on it.
For more detailed information on encoding stage directions in modernized texts, see Encode Stage Directions in Modernized Texts and Identify Stage Direction Types. For information on encoding stage directions in semi-diplomatic transcriptions, see Encode Stage Directions in Semi-Diplomatic Transcriptions.

Other Resources

Further Reading

Anthology Diagnostics

Rationale

LEMDO has created a series of checks for the status of anthologies before they publish. Before an anthology can be released, all checks must be successful for every file slated for publication. This documentation will guide you through the process of checking the status of your anthology and clearing diagnostics in the lead up to anthology release.

Practice: Check Your Anthology Diagnostics

You will check your anthology diagnostics from the LEMDO-dev site. To access the anthology diagnostics, click on the Anthologies tab in the top navigation bar, then select the option for your anthology’s pre-release status. For example, anthology leads wanting to check the status of the DRE anthology would select the option DRE Pre-Release Status. This will bring you to the Web page containing your anthology diagnostics.
Your anthology diagnostic Web page will contain a list of diagnostic checks for each file included in your anthology. Checks that are passed are highlighted green and say [Diagnostic check] is OK. Checks that do not pass are highlighted red and have a message containing PROBLEM. All diagnostic checks must pass for all files included in a release before the anthology is published.
For all files being released (anthology pages and edition pages), there are two checks:
Publication status: the status of each file must be published. LEMDO will change the value of the @status attribute on the <revisionDesc> element of files shortly before release. This only happens when all other work in a file is complete.
Edition statement: LEMDO has an expected format for the <editionStmt> element that must be followed before a file is released. Checking the <editionStmt> should be done when the metadata for a file is updated.
For each file in the editions being included in a release, there is an additional check for license status. This diagnostic checks that the <licence> element in the <publicationStmt> contains the necessary information. Each <licence> element must have a logical licensing date encoded using the @from attribute, a person who licenses the file for publication (typically the editor) encoded by linking to the person’s xml:id using the @resp attribute, and the anthology that is being licensed to release the edition encoded using the @corresp attribute. The <publicationStmt> (including the <licence> element) should be updated when the metadata is checked in each file during the pre-freeze phase of anthology release.

Other Resources

Further Reading

Notes

1.We have a tool that sweeps an edition for unused anchors before publication. If the tool does not find any pointers within the edition to a particular anchor, we will delete the anchor. A link to an anchor in another edition is therefore fragile.

Prosopography

Anonymous

Janelle Jenstad

Janelle Jenstad is a Professor of English at the University of Victoria, Director of The Map of Early Modern London, and Director of Linked Early Modern Drama Online. With Jennifer Roberts-Smith and Mark Beatrice Kaethler, she co-edited Shakespeare’s Language in Digital Media: Old Words, New Tools (Routledge). She has edited John Stow’s A Survey of London (1598 text) for MoEML and is currently editing The Merchant of Venice (with Stephen Wittek) and Heywood’s 2 If You Know Not Me You Know Nobody for DRE. Her articles have appeared in Digital Humanities Quarterly, Elizabethan Theatre, Early Modern Literary Studies, Shakespeare Bulletin, Renaissance and Reformation, and The Journal of Medieval and Early Modern Studies. She contributed chapters to Approaches to Teaching Othello (MLA); Teaching Early Modern Literature from the Archives (MLA); Institutional Culture in Early Modern England (Brill); Shakespeare, Language, and the Stage (Arden); Performing Maternity in Early Modern England (Ashgate); New Directions in the Geohumanities (Routledge); Early Modern Studies and the Digital Turn (Iter); Placing Names: Enriching and Integrating Gazetteers (Indiana); Making Things and Drawing Boundaries (Minnesota); Rethinking Shakespeare Source Study: Audiences, Authors, and Digital Technologies (Routledge); and Civic Performance: Pageantry and Entertainments in Early Modern London (Routledge). For more details, see janellejenstad.com.

Joey Takeda

Joey Takeda is LEMDO’s Consulting Programmer and Designer, a role he assumed in 2020 after three years as the Lead Developer on LEMDO.

Mahayla Galliford

Project manager, 2025-present; research assistant, 2021-present. Mahayla Galliford (she/her) graduated with a BA (Hons with distinction) from the University of Victoria in 2024. Mahayla’s undergraduate research explored early modern stage directions and civic water pageantry. Mahayla continues her studies through UVic’s English MA program and her SSHRC-funded thesis project focuses on editing and encoding girls’ manuscripts, specifically Lady Rachel Fane’s dramatic entertainments, in collaboration with LEMDO.

Martin Holmes

Martin Holmes has worked as a developer in the UVic’s Humanities Computing and Media Centre for over two decades, and has been involved with dozens of Digital Humanities projects. He has served on the TEI Technical Council and as Managing Editor of the Journal of the TEI. He took over from Joey Takeda as lead developer on LEMDO in 2020. He is a collaborator on the SSHRC Partnership Grant led by Janelle Jenstad.

Navarra Houldin

Training and Documentation Lead 2025–present. LEMDO project manager 2022–2025. Textual remediator 2021–present. Navarra Houldin (they/them) completed their BA with a major in history and minor in Spanish at the University of Victoria in 2022. Their primary research was on gender and sexuality in early modern Europe and Latin America. They are continuing their education through an MA program in Gender and Social Justice Studies at the University of Alberta where they will specialize in Digital Humanities.

Tracey El Hajj

Junior Programmer 2019–2020. Research Associate 2020–2021. Tracey received her PhD from the Department of English at the University of Victoria in the field of Science and Technology Studies. Her research focuses on the algorhythmics of networked communications. She was a 2019–2020 President’s Fellow in Research-Enriched Teaching at UVic, where she taught an advanced course on Artificial Intelligence and Everyday Life. Tracey was also a member of the Map of Early Modern London team, between 2018 and 2021. Between 2020 and 2021, she was a fellow in residence at the Praxis Studio for Comparative Media Studies, where she investigated the relationships between artificial intelligence, creativity, health, and justice. As of July 2021, Tracey has moved into the alt-ac world for a term position, while also teaching in the English Department at the University of Victoria.

Orgography

Humanities Media and Computing Centre (HCMC1)

https://hcmc.uvic.ca
The Humanities Computing and Media Centre (HCMC) at the University of Victoria has an international reputation developing projects in collaboration with researchers and instructors from UVic’s Faculty of Humanities, with particular expertise in the fields of digital humanities and language learning.

Glossary

schema
“A schema is a set of rules governing the use of TEI elements in a particular project. XML languages are all governed by a small set of shared principles; any document that follows these principles, even if it makes up its own elements, is well-formed XML. TEI is a formal language that is designed to comply with the principles of XML. TEI offers many elements and attributes in its XML-compliant language. But most projects still need to customize the TEI for their own purposes, by prescribing how and where TEI elements and attributes are to be used, precluding some elements and attributes, making other elements and attributes optional, making child elements required or optional, and defining allowed and required values for attributes. The schema captures the project’s requirements, prohibitions, and standards. We use a RelaxiNG schema at LEMDO. The main schema for LEMDO is lemdo-all.rng (where the .rng file extension indicates the schema type). The schema is responsible for generating the error messages in Oxygen when encoders break one or more of the rules associated with it. (Read more about schemas in the TEI Guidelines.)”
Schematron
“Schematron is an open-source language for ensuring that certain patterns are present in XML documents. For example, it can insist upon certain spellings, enforce curly apostrophes, and limit the use of elements to specific contexts. It is the feather duster of an XML project. See An Overview of Schematron.”

Metadata