TEI: 2004 Chair's Report


Retiring Chair

Following John Unsworth's resignation as TEI Chair in June 2003, Harold Short was named Acting Chair and served until the end of his Board term in December 2003. His contribution to the TEI throughout his term of service was very much appreciated and I would like to extend my personal thanks to him as well, knowing as I now do how much the Chair's role entails.

Changes to TEI Hosts

At the TEI Consortium's founding in 2000, four institutions were named to serve four-year terms as TEI hosts. Those terms are now up, and the hosts may choose to bid again for a second term or to step down.

After four years of truly dedicated service, the University of Bergen has decided not to continue as TEI host, and will devote its energies to supporting the TEI in other ways. In his letter to the Board announcing the decision, Bergen's host representative Daniel Apollon mentioned that the TEI has a strong presence in Norway with considerable potential for new development in the next few years, and the University of Bergen hopes to play a significant role in that work, fostering new collaborations and encouraging new projects. He assures us as well that Bergen will remain a TEI consortial member at its current generous level. Although the Board is very sorry to lose Bergen as a host, we cannot begrudge them this opportunity when they have done so much over the past four years to ensure the success of the TEI. The Board extends its deep thanks to the University of Bergen and to AKSIS for its tremendous contribution.

With Bergen no longer a TEI host, the TEI also loses its Executive Director, Tone Merete Bruvik, who has served in that capacity since the founding of the TEI Consortium, with a brief pause for maternity leave in 2003. It has been a pleasure to have Tone Merete working with us, and we wish her well as AKSIS moves on to focus on new challenges. We also thank Daniel Apollon, who took over as Treasurer for Claus Huitfeldt, and is now stepping down after nearly a year.

The TEI has issued a request for proposals for new TEI hosts, with a particular hope for another European institution to take Bergen's place. The original hosts are also submitting bids to renew their host status. The TEI Board will consider all bids at its fall meeting, and the new hosts will take their places starting January 1, 2005.

TEI Annual Members Meeting, 2005

I am very happy to announce that next year's TEI Members Meeting will be hosted jointly by Bulgarian Academy of Sciences and Sofia University. This year for the first time we issued a call for bids and received several very attractive proposals, including venues in Germany, Singapore, and Japan. I would like to express the TEI's warm thanks to all those who offered to host the meeting, and our regret that we could not immediately take advantage of every offer.

The location of the members meeting is an ongoing topic of discussion for the TEI Board, as it bears directly on the issues of recruiting and member benefits. The Board was torn between the wish to make the TEI accessible in areas which are currently underserved, such as Asia and South America, and the desire to ensure that current TEI members can attend the meeting without undue cost. Our current strategy is to hold the annual members meetings in North America and Europe, and to seek ways of funding additional meetings in other regions. We welcome feedback from the membership on this question.

Membership and funding

Funding for the TEI Consortium is an ongoing concern. With its NEH grant now completed, the TEI relies entirely on membership fees for its funding, and although several new members have joined this year, the rate of growth has not been enough to sustain the TEI at its current level of activity. Over the past several years, the TEI hosts have made up budget deficits by increasing their host contributions, paying for staff time and supplying other costs. We cannot count on this level of contribution indefinitely, and one issue we will be considering as part of the new host bids will be how to adjust our level of expenditure to match our revenue.

The TEI Board has discussed several strategies for increasing its funding sources. Recruiting and commmunity-building are clearly essential, and the board is currently developing a plan to work with library schools to incorporate markup languages and TEI into the library and information science curriculum, through presentations and training workshops, with the goal of raising interest in TEI early in library training. We continue to offer support to individual or projects writing grant proposals, to assist them in including TEI membership and funding for TEI encoding in their requests. We also welcome opportunities to collaborate directly with projects in writing grant proposals that support the work of the TEI: for instance, developing specific guidelines, tools, and DTDs for distinct disciplinary communities.

Progress on the Guidelines

2004 has been a year of hard work and progress for everyone involved with the TEI Guidelines, as preparation begins for the publication of P5, the next release of the TEI Guidelines. Unlike the update from P3 to P4, which did not change the substance of the Guidelines significantly, the transition to P5 will introduce substantial new material that TEI users have been requesting for a long time, and will introduce new technical capabilities that should make using the TEI a much richer and more powerful experience. Details of the technical development are available at the TEI's SourceForge site (http://sourceforge.net/projects/tei/), and an overview of P5 is available at the TEI website (http://www.tei-c.org/P5/). The development of P5 is open-ended, but an initial release is anticipated early in 2005.

In particular, several workgroups and task forces have been active this year developing new material and overhauling the parts of the TEI that need updating in order to make the transition from DTDs to schemas:
  • The Metalanguage workgroup has significantly revised the underlying XML language in which the TEI Guidelines are expressed; one outcome of their work is that TEI users will be able to express TEI extensions using the same encoding language as the TEI itself, which will improve possibilities of interchange;
  • The Character Encoding workgroup has overhauled the TEI writing system declaration and made major improvements thereto;
  • The Migration task force completed its NEH-funded work on documenting methods and case studies in migrating TEI collections from SGML to XML;
  • The Stand-Off Markup workgroup began addressing the revision of the TEI's linking and pointing mechanisms for P5;
  • The Physical Bibliography workgroup began developing elements for encoding physical bibliographical description in more detail;
  • The Manuscript Description task force has developed guidelines for encoding manuscript description, reconciling the work of the MASTER project and the earlier TEI-MS workgroup.

The TEI has also started moving towards a more open-source approach to its technical development and publication. The P4 DTDs and the HTML version of the Guidelines have now been placed under an open-source license; for P5, the DTDs, the Guidelines, and the ODD source will be published under the same conditions. As mentioned above, the technical development of the Guidelines is now being organized through SourceForge, and TEI members are all encouraged to participate by submitting bug reports, suggestions for additional features, and comments on existing suggestions. A call for suggestions went out in May 2004, with an initial deadline of August 31, but further suggestions are strongly encouraged and will be considered for later inclusion even if they are not in time to be considered for the initial release of P5.