Current Capabilities (as of Orchid release)
- Search / Browse authority records
- Powered by Open Search
- Search options: Personal name, Corporate/Conference name, Name-title, Subjects, Children's subject, Geographic name, Genre
- Advanced search: Supports Boolean
- Search Sort | Relevance (default), Authorized/Reference , Heading/Reference, Type of heading
- Search Facets | Authority source , Type of heading, Thesaurus, Exclude See also, Exclude See from, Date created, Date updated
- Browse options: Personal name, Corporate/Conference name, Name-title, Subjects, Children's subject, Geographic name, Genre
- Browse Facets | Authority source , Type of heading, Exclude See from,
- Edit MARC authority records via quickMARC
- Shortcut keys to edit, save record, and navigate subfields across a text field box
- Manual link MARC bib fields to authority headings
- Edit authority record will also update linked MARC bib fields too
- Export authority records (.mrc - full MARC records) / (csv - just UUIDs)
- Delete authority records via UI
- Data import: Create and update MARC authority records
- Authority control report: Authority headings change report (.csv)
Data import use
- DO NOT load the same record twice. Unlike Sierra, FOLIO does not have separate indexes.
- To create MARC authority records
- You may use the default job profile: Default - Create SRS MARC Authority
- To prevent duplicates, create and attach a match profile to the job profile
- AND attach the Create SRS MARC authority record action profile to Non-matches section
- OR you can create a new job profile and do not change - default job profile: Default - Create SRS MARC Authority
- You may use the default job profile: Default - Create SRS MARC Authority
- To update MARC authority records > Create your own job profile
- Create a match profile (can match on any field i.e. 010 $a or 001 or 999 ff $s/$i).
- Authority control
- Data import authority 1XXs updates will also update linked bib fields
- Depending on the change, it may unlink the bib fields
- Example 1: Updated Authority 100 removed subfield t thus bib field 240 (which requires a subfield t) will no longer be linked
- It should not significantly impact data import as it is using a different service to update bib records.
- Depending on the change, it may unlink the bib fields
- Data import authority 010 $a updates > will also update linked bib fields $0 (SEE Rules for handling 010 (MARC authority - 1XX)
- Data import linked bib field updates
- If $0 is removed then bib field will be unlinked
- If $0 is edited then bib field will be unlinked
- Possibility that duplicate bib fields are created for repeatable fields
- Data import authority 1XXs updates will also update linked bib fields
Migration considerations
- Import LoC authority records
- To support the authority source file facet and authority control, we need to know if the authority record comes from Library of Congress.
- Populate 010 $a with the LCCN
- 001 can also be populated with LCCN
- Import non-LC authority records
- For MeSH authority records populate 010 $a OR 001 with the MeSH authority record identifier
- For FAST populate 001 with the FAST authority record identifier
- Art & architecture thesaurus populate unique identifier 010 $a OR 001
- Rare Books and Manuscripts Section populate unique identifier 010 $a OR 001
- GSAFD Genre Terms populate unique identifier 010 $a OR 001
- Thesaurus for Graphic Materials populate unique identifier 010
- Import local authority records
- Via API create and update a local authority file with the following information
- Whether 010 $a and 001 is populated with authority unique identifier
- The alpha prefix to identify authority unique identifier
- Authority file name
- Authority type (i.e. Subjects)
- Base URL to be used to populate bib field $0 for authority linking
- Whether 010 $a and 001 is populated with authority unique identifier
- Via API create and update a local authority file with the following information
- Additional detailsregarding global and local authority source files
- For any library that wants an authority source file to be global, please contact Khalilah Gambrell via slack.
- Authority linking AND bib field $9 handling
- For bib fields that are eligible to be linked to an authority record, do not import $9.
- $9 is used to populate the linked authority record UUID
- Authority 001 handling
- No HRID generation
- Populate with authority file unique identifier or your library's defined system control number
Release upgrades considerations
- Authority record upgrades
- If mapping rules changes were made then existing records will not reflect changes with release upgrade UNLESS the records are updated
- A standalone application can be used to update these records but it should be
- run off hours
- and it may take several days to complete
- the script may require manual restart
- Long term solution for handling such updates
Jira Legacy server FOLIO Issue TrackerSystem Jira columnIds issuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution columns key,summary,type,created,updated,due,assignee,reporter,priority,status,resolution serverId 6ccf3fe401505d01-3301b853-368a3c2e-983e90f1-20c466b11a49ee9b165564fc key UXPROD-4082
- A standalone application can be used to update these records but it should be
- If mapping rules changes were made then existing records will not reflect changes with release upgrade UNLESS the records are updated
- Nolana release requires this upgrade
- Orchid release does not require this upgrade