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Visit the E-Text Readings and Resources page for more information on text encoding. It links to standards, guidelines, element references, and tools, as well as information on TEI Lite, the TEI Header, document analysis and Schematron.

Step One: Document Analysis

To get started


Step Two: Conduct Needs Assessment

To get started

Conduct Assessment

Step Three: Compile TEI Tag Set

To get started


To get started

Sample encoding

Step Four: Create Encoding Guidelines

To get started

Include in guidelines

Step Five: Create Schematron Validator

This is only necessary at this point if you are encoding in-house and want to perform quality control as you encode. Otherwise, the rules can be generated once the encoding is finished and the files run as a batch. If you create the validator before the encoding, you may need to update it when unexpected encoding issues arise (because they will).

To get started

Step Six: Encode