<section>
<title>Host Schema Evaluation</title>
<para>
This evaluates:
<replaceable>
TEI Lite
</replaceable>
</para>
<para>
The Text Encoding Initiative has a very large standard which can be 
subsetted.  Unfortunately, one must pay to purchase the full standard
as PDF
for about ninety dollars.
But, they make available
the documentation for a very popular subset called TEI Litle.
And, they have an HTML version of their specification on line.
</para><para>
(Interestingly enough, the TEI consortium
uses the  TEI Lite for their own
documentation.)
</para><para>
They also have a "bare bones TEI" which is an even smaller subset.
</para>
<qandaset defaultlabel='qanda'>
<qandadiv><title>Object Representation</title>
<qandaentry><question id="Q2.1">
<para>
Does the host schema use a generic structural markup model?
</para></question><answer><para>
Yes.  It supports a <sgmltag>p</sgmltag> tag, as wel as 
<sgmltag>&lt;div0&gt;</sgmltag>,
<sgmltag>&lt;div1&gt;</sgmltag>,
<sgmltag>&lt;div2&gt;</sgmltag>...
<sgmltag>&lt;div n &gt;</sgmltag> tags.
These have a <sgmltag>type</sgmltag> attribute.  This specifies
that the <emphasis role="bold">div</emphasis> element would
represent "Book," "Chapter," section, etc.
</para><para>
Or one can use <sgmltag>div</sgmltag> elements and nest them arbitrarily.
</para></answer></qandaentry>
<qandaentry><question id="Q2.2"><para>
Does the host schema define a "clause" object?</para></question><answer><para>
One would have to use a <sgmltag>div</sgmltag> element with the appropriate
<sgmltag>type</sgmltag> attribute.
</para></answer></qandaentry>
<qandaentry><question id="Q2.3"><para>
Does the host schema define a paragraph level object that represents a structural or grammatical paragraph?</para></question><answer><para>
Yes, as indicated above, it supports a <sgmltag>p</sgmltag> for a paragraph and
lists which consists of <sgmltag>list</sgmltag>, <sgmltag>head</sgmltag>
and <sgmltag>item</sgmltag>.
One could number the <sgmltag>item</sgmltag>'s using a <sgmltag>label</sgmltag>
or the <sgmltag>n</sgmltag> attribute.
</para></answer></qandaentry>
<qandaentry><question id="Q2.4"><para>
Using the host schema, can the clause equivalent object be inserted at arbitrary levels in the
document hierarchy without transformation?
</para></question><answer><para>
There is no mention in the TEI lite documentation of being able to to put <sgmltag>div</sgmltag> elements inside a
<sgmltag>p</sgmltag> tag or <sgmltag>list</sgmltag> tag.
</para><para>
Review of the HTML docuemntation for the full TEI indicates that one
cannot do this.
</para></answer></qandaentry>
<qandaentry><question id="Q2.5"><para>
In the host schema, are  element names and the structure sufficiently flexible
that the clause and paragraph level objects can be used for other legal and 
business documents?
</para></question><answer><para>
Absolutely!
The user picks the naming convention they wish to use and uses this with the
<sgmltag>type</sgmltag> attribute for the <sgmltag>div</sgmltag>.
</para></answer></qandaentry>
</qandadiv><qandadiv><title>Metadata</title>
<qandaentry><question id="Q3.1"><para>
Does the host schema provide a mechanism to add semantic information
about:
<itemizedlist>
<listitem><para>whole documents</para></listitem><listitem><para>distinct objects,such as clauses, within documents?
</para></listitem></itemizedlist>
</para></question><answer><para>
The TEI Lite docuemtnation includes the following in the <sgmltag>titlepage</sgmltag>
element:
<sgmltag>docTitle</sgmltag>, <sgmltag>docAuthor</sgmltag>, <sgmltag>docDate</sgmltag>. 
in the Electronic Title Page
<sgmltag>projectDesc</sgmltag>, <sgmltag>editorialDecl</sgmltag>
and a <sgmltag>prifileDesc</sgmltag> which includes a <sgmltag>creation</sgmltag> and a <sgmltag>Revision</sgmltag> containging <sgmltag>date</sgmltag> and
<sgmltag>changes</sgmltag> elements.  

</para></answer></qandaentry>
<qandaentry><question id="Q3.2"><para>
If so, is the metadata model for the host schema sufficient for contracts or will it be necessary to extend it?
</para></question><answer><para>
These metatags appear insufficient for contracts.  
</para></answer></qandaentry>
<qandaentry><question id="Q3.3"><para>
Does the host schema allow embedded values to be represented and semantic
information to be added to these values?
</para></question><answer><para>
The full TEI supports symbolic values, numbers, ranges, rate of change, string
values, and binary values for "features"
There is also a structuring mechanism for things such as
employee's, architectural descriptions, and the like.
</para></answer></qandaentry>
</qandadiv><qandadiv><title>Processing Technologies</title>
<qandaentry><question id="Q4.1"><para>
Does the host schema require use of a particular processing technology?
</para></question><answer><para>
The TEI is dependendent upon DTD's or Schema's.  However, the resultant
XML should be easy to work with using style sheets or Java programs. 
See the discussion below.
</para></answer></qandaentry>
<qandaentry><question id="Q4.2"><para>
Does the design of the host schema preclude use of particular currently available
processing technologies?
</para></question><answer><para>
The P5 version uses XML name spaces, Relax NG, as well as DTD's
It is at 0.1.1 and available on the SourceForge web site.
However, the HTML documentation for P5 still refers to the DTD view.
</para></answer></qandaentry>
</qandadiv><qandadiv><title>Number of Content Objects</title>
<qandaentry><question id="Q5.1"><para>
Does the host schema permit the numbering of clauses, paragraphs, lists
and other objects to be represented in the markup?
</para></question><answer><para>
Yes, this is provided for with the <emphasis role="bold">n</emphasis>
attribute.  It is particularly needed since TEI is used to encode
antiquarian and scholarly texts where it is important to refer
to things by the original numbering convention.
</para></answer></qandaentry>
<qandaentry><question id="Q5.2"><para>
Does the host schema provide a mechanism to define the numbering schema applied to the document so
that two applications could apply the same numbering, if desired?
</para></question><answer><para>
See above.  
</para></answer></qandaentry>
</qandadiv><qandadiv><title>Complete Document Representation</title>
<qandaentry><question id="Q6.1"><para>Using the host schema, will it be possible for the contract author to explicitly represent all parts of the
narrative contract terms or will it be necessary to imply some 
parts?
</para></question><answer><para>
There
are tags for the textual divisions but none that would be useful for
things particular to contracts such as recitals.
</para></answer></qandaentry>
<qandaentry><question id="Q6.2"><para>
Does the host schema represent the relationship between all significant 
components in a way that allow high quality print and web rendition of of contract documents?
</para></question><answer><para>
There are extensive tags for italics, emphasis, etc.  Also, there are tags
for marking off lines and blocks, intended for typesetting poetry or
other verses.
</para><para>The TEI web page includes XSL style sheets, customizations
for Passive Tex, and an open source tool called Anastasia.
</para></answer></qandaentry>
</qandadiv><qandadiv><title>Variables Definition</title>
<qandaentry><question id="Q7.1"><para>
Does the host schema include a mechanism for defining variables for embedded data values?
</para></question><answer>
<para>
The full TEI supports symbolic values, numbers, ranges, rate of change, string
values, and binary values for "features"
There is also a structuring mechanism for records of such as
employee's, architectural descriptions, and the like.
</para>
<para>
The TEI lite does support <sgmltag>xptr</sgmltag>, <sgmltag>xref</sgmltag>,
<sgmltag>ref</sgmltag>, <sgmltag>ptr</sgmltag>.  However, these appear intended
for cross references and not variable values.
</para></answer></qandaentry>
<qandaentry><question id="Q7.2"><para>If the host schema does not include such a mechanism,
is there any obstacle to adding it?
</para></question><answer><para>
See 12.2
</para></answer></qandaentry>
</qandadiv><qandadiv><title>Ease of use for authors</title>
<qandaentry><question id="Q8.1"><para>
Based on the following factors is the host schema easy for contract authors to use:
<itemizedlist><listitem><para>Does it require authors to know only a small number of elements (positive factor)?
</para></listitem><listitem><para>
Does it require authors make unnecessary or subtle distinctions that will be applied inconsistently (negative factor?)
</para></listitem><listitem><para>
Does it have a clear logical structure that can be quickly explained to new users ( positive factor)?
</para></listitem><listitem><para>
Does it allow authors to re-locate content objects within a document
hierarchy with minimal or no need for transformation of markup
(positive factor)?
</para></listitem>
</itemizedlist>
</para></question><answer><para>
The concepts of <sgmltag>list</sgmltag>, <sgmltag>p</sgmltag> and
<sgmltag>div</sgmltag> tags are straight forward.  However, it appears
that if one sets up a structure with <sgmltag>div</sgmltag>, it could not
be moved into a list item or header.  
</para></answer></qandaentry>
</qandadiv><qandadiv><title>Schema Syntax</title>
<qandaentry><question id="Q9.1"><para>
Is the host schema a DTD only or can it also be expressed as an XML Schema or other schema type?
</para></question><answer><para>
The documentation for TEI all reference DTD or SGML.  However the new version,
P5, is expressed
in both Relax NG and W3C schema as ell.  There is an application to 
generate "P5-compatible schemas and documentation."
Note that the HTML documentation for P5 is still written in terms of DTD's
and after a quick inspection, I found no reference to using the Relax NG
or XML Schema versions of TEI.
</para></answer></qandaentry>
</qandadiv><qandadiv><title>Adaptability to contracts</title>
<qandaentry><question id="Q10.1"><para>
Does the host schema provide for the complete representation for the distinct structures commonly found in contracts?
</para></question><answer><para>
TEI Lite does not have these structures.
</para></answer></qandaentry>
<qandaentry><question id="Q10.2"><para>
If not, does the host schema explicitly allow additional distinct structures
to be added?
</para></question><answer><para>
The full TEI has an extension mechanism.  It apparently is based upon the
parameter entry of DTD's and the P5 "mission statement" includes simplification
of the extension mechanism.
See 12.1.
</para></answer></qandaentry>
<qandaentry><question id="Q10.3"><para>Does the host schema allow elements not considered necessary for contracts markup
to be removed without contract documents being incompatible in a disadvantageous way with other documents using the host schema?
</para></question><answer><para>
Yes, there is a well-used and documented subsetting mechanism.
</para></answer></qandaentry>
<qandaentry><question id="Q10.4"><para>
If distinct contract structures are added to the host schema, will this result in
contracts documents being incompatible in a
disadvantageous way with other documents using the host schema?
</para></question><answer><para>
There are definite guidelines on how to extend the TEI.  This includes
the TEIFORM attiribute to specify that a new element is used
in the role of an existing TEI XML tag. Presumably, if they
are followed, one could still use the TEI software with
our contracts.
</para></answer></qandaentry>
</qandadiv><qandadiv><title>Vendor and Developer Support</title>
<qandaentry><question id="Q11.1"><para>
Is the host schema already in widespread or general use for markup of narrative
documents?
</para></question><answer><para>
By viewing the Cover Pages, there appear to be
many software projects to do TEI.  Fifty-six organizations are members
of the TEI Consortium.
</para><para>
The TEI web page references packages for working with TEI in the following
systems:
<itemizedlist>
<listitem><para>Gnu Emacs
</para></listitem><listitem><para>oXygen (a general purpose editor)
</para></listitem><listitem><para>Open Office</para></listitem><listitem><para>
Softquad's XMetal</para></listitem><listitem><para>XSLT style sheets</para></listitem><listitem><para>Anastasia (a general purpose XML publishing system
and database) that is being marketed heavily at the TEI Community.
It is a sourceforge open source project.</para></listitem><listitem><para>
a full-text search facility called PhiloLogic from the
University of Chicago</para></listitem><listitem><para>The Versioning
Machine from the Maryland Institute of Technology.</para></listitem>
</itemizedlist>
Specialized packages exist for converting "well-structured Word Documents"
to TEI and going from TEI to latex, HTML, PDF.
</para></answer></qandaentry>
<qandaentry><question id="Q11.2"><para>Are the already developed applications that Will make it easy of for organizations to implement the TC's specification based around the host
schema?
</para></question><answer><para>
See above.
</para></answer></qandaentry>
<qandaentry><question id="Q11.3"><para>Is there any reason to expect that the
host schema will prove any particular advantages in gaining market support.

</para></question><answer><para>
The TEI standard does have some adherants with 123
projects on their web page.  However, they are mostly
projects concerned with traditional scholarly research and academic work.
(The Cover page for the TEI is categorized under "academic.")
It has been supported by the United States National 
Endowment for the Humanities, the European Community, the Mellon
foundation, and the Social Science Humanities Research Council.
</para></answer></qandaentry>
</qandadiv><qandadiv><title>Other Factors</title>
<qandaentry><question id="Q12.1"><para>Does the host schema provide any other advantages for use in the TC's specification?
</para></question><answer><para>
Norman Walsh and others reported at XML Europe 2004 on an effort to
integrate TEI and Docbook.
</para></answer></qandaentry>
<qandaentry><question id="Q12.2"><para>
Does the host schema have any other disadvantages that make it undesirable for use in the TC's
specification?
</para></question><answer><para>
There is a special charge to obtain the specification for the
full TEI standard as PDF.  The HTML version is less convenient.
</para></answer></qandaentry>
</qandadiv>
</qandaset>
</section>


