Managing Authorities -------------------- This section describes how you can create, import, view, modify, merge, and delete authority records in Evergreen. Creating Authorities ~~~~~~~~~~~~~~~~~~~~ Currently in Evergreen to create a new authority record, as opposed to importing an authority record, you need to have a bib record open in the bib MARC editor. * For example, if you want to create a new author authority you need to have a bib record that has a bib 1xx or 7xx tag with the main entry filled out. * Then you need to right click on that 1xx or 7xx tag. In the context menu that shows up, select _Create New Authority from this field_, then select either _Create Immediately_ or _Create and Edit..._. * If you choose _Create and Edit..._, after the authority MARC editor opens you need to click on the _Save_ button to finally add the new authority record to your system. Importing Authorities ~~~~~~~~~~~~~~~~~~~~~ . Click *Cataloging -> MARC Batch Import/Export.* . You may create a queue to better track this import project. If you do not create a new queue, it will automatically put your records into a default queue named *-*. . Don't set a value for Holdings Import Profile, because this doesn't apply to authority records. . Select a file of authority data and put it in the *File to Upload* field. . Make sure all the settings are correct, then press *Upload.* . Evergreen will automatically assign a thesaurus based on the *Subj* fixed field, which is character 11 in the 008 field. [TIP] ================= If you are importing authorities from an external vendor and want to track this, you may wish to set a unique Record Source. ================= Setting up Authority Record Match Sets ++++++++++++++++++++++++++++++++++++++ . Click *Cataloging -> MARC Batch Import/Export.* . Click *Record Match Sets.* . If you have sufficient privileges, you will be able to click on the *New Match Set*. If you are unable to do so, check that you have the ADMIN_IMPORT_MATCH_SET permission. . Give your new set a descriptive name, an owning library, and a match set type of *authority.* . Click on the blue hyperlinked name of the match set you just created to add criteria. . You can match against MARC tag/subfield entries or against a record's normalized heading. [NOTE] ================= Evergreen's database stores normalized authority headings in a format that includes the thesaurus. This way, record match sets will not match terms from other thesauri, even if the term is very similar. ================= [TIP] ================= Evergreen's internal identifier is in the 901c field. If you have previously exported authority record -- perhaps for an external vendor to do authority cleanup work -- and you want to import them back into your catalog, you may wish to include the 901c field in your match set. ================= Manage Authorities Interface ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ In Evergreen to view, edit, merge, and delete authority records you would use the *Manage Authorities* interface through the *Cataloging* menu. Searching for authorities +++++++++++++++++++++++++ To search for authorities in your system, first select the *Cataloging* menu and then select *Manage Authorities*. Then proceed to fill out the search form. . Type in your _Search Term_ . Select an _Authority type_, types currently include: Author, Subject, Title, Topic . Click on the _Submit_ button The authority search results will include the following elements from left to right: * _Actions_ menu, which can be used to select actions that affect the corresponding authority record. Actions include: _Edit_, _Mark for Merge_, _Delete_ * Count of how many bibs are linked to the corresponding authority * Main entry of the authority, i.e the authority tag 1xx value * _Control set_ value, with LoC being the default, but others can be added * Authority Subject heading system/thesaurus, for example a value of "a" means authority originated from the Library of Congress (http://www.loc.gov/marc/authority/ad008.html) *Library of Congress list of thesaurus values:* * '' = Alternate no attempt to code * a = Library of Congress Subject Headings * b = LC subject headings for children's literature * c = Medical Subject Headings * d = National Agricultural Library subject authority file * k = Canadian Subject Headings * n = Not applicable * r = Art and Architecture Thesaurus * s = Sears List of Subject Headings * v = Repertoire de vedettes-matiere * z = Other * | = No attempt to code