From 03dc0514b36020d39755cc6e75234db23c52c207 Mon Sep 17 00:00:00 2001 From: Jane Sandberg Date: Mon, 14 Mar 2016 16:34:43 -0700 Subject: [PATCH] docs: reorganizing, adding information about importing authority records using vandelay Signed-off-by: Galen Charlton --- docs/cataloging/authorities.txt | 53 +++++++++++++++++++++++++++------ 1 file changed, 44 insertions(+), 9 deletions(-) diff --git a/docs/cataloging/authorities.txt b/docs/cataloging/authorities.txt index a90793133a..c068c4fa3d 100644 --- a/docs/cataloging/authorities.txt +++ b/docs/cataloging/authorities.txt @@ -1,11 +1,9 @@ -Manage Authorities ------------------- +Managing Authorities +-------------------- +This section describes how you can create, import, view, modify, merge, and delete authority records in Evergreen. -In Evergreen to view, edit, merge, and delete authority records you would use the *Manage Authorities* interface -through the *Cataloging* menu. - -[TIP] -================= +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. @@ -16,11 +14,48 @@ New Authority from this field_, then select either _Create Immediately_ or _Crea * 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, against a record's normalized heading + thesaurus. + +[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. @@ -54,4 +89,4 @@ _Edit_, _Mark for Merge_, _Delete_ * s = Sears List of Subject Headings * v = Repertoire de vedettes-matiere * z = Other -* | = No attempt to code \ No newline at end of file +* | = No attempt to code -- 2.43.2