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Authority control questions (link MARC Authority headings to MARC bib tag(s))

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Requirements 

  1. Find the MARC Authority heading that corresponds to a MARC bib tag(s)
    1. Automated 
    2. Manual 
  2. Match the MARC Authority heading to the MARC bib tag(s)
    1. Automated  
    2. Manual 
  3. Preferred term correction (could happen after 1 or 2) 
    1. Automated 
    2. Manual 
  4. Create the link/connection to the match 
  5. Update linked/connected MARC Authority + MARC Bibs
    1. Automated 
    2. Manual 

We will use this document for posting Authority control questions. For the initial set of questions, we will review responses at our May 18th meeting. Please prepend your responses with your initials. 

Question Responses - prepend with initials
Vendor : Do you use a vendor to update MARC bib and MARC authority records? 
  • Duke does use a vendor; JS
  • UA uses a vendor; CS
  • Missouri State used a vendor before migration; unsure if will start using again (answers below based on previous ILS); RW

Controlled MARC bib tags: Are the follow MARC bib tags controlled by a MARC authority record? Any other MARC bib tags that are controlled by a MARC authority record

  • 1XX
  • 240 
  • 490
  • 6XX
  • 7XX 
  • 8XX 
MARC 490 does not contain controlled headings; JS
Applying authority control via Data import: If you use data import, do you expect to set an option that will match MARC authority heading to MARC bib tag.  

No; JS

No; RW

Applying authority control via single record import: Should an option be available that automatically applies authority control? 

No; JS

No; RW

Authority control (manual) : Do you manually match headings? If so, what is the % of your workflow? All individually cataloged items have their headings checked at time of cataloging; RW
Authority control (automated): Do you currently use your ILS' automated service? If so, what is the % of your workflow? Not until/unless the Entity Management App is developed, and then it should still be optional; JS
Current workflow for matching:  What is your current workflow for matching headings?
Preferred vs non-preferred handling: How do you want to handle a non-preferred match? 
Matching: Do you populate your authority and bib records with $0 - Authority record control number or standard number and $1 - Real World Object URI (R)? Do you plan to populate $0 and/or $1? 

The authority vendor populates the $0, when matching headings (links to id.loc.gov); JS

No; RW

Name (Authority file): Does your library use multiple Name - authority files? Which Name - authority file(s) does your library use? LC; RW
Subject (authority file): Which Subject - authority file(s) does your library use? LCSH; RW
Title (authority file): Which Title - authority file(s) does your library use? LC; RW
Genre (authority file): Which Genre - authority file(s) does your library use? LCGFT; RW
Local (authority file): Does your library manage local authority records? 

Some libraries have local authority name files : LD 

Very few; RW

Updates (manual): Do you manually update headings? If so, what is the % of your workflow?Only those that show up on reports; RW
Updates (automated): Do you currently use an automated service? If so, what is the % of your workflow?Yes, the majority; RW
Update bib records: What is your expectation for when updates should be applied to bib records?Authorities processing done quarterly, updates should either happen the day the process is finished or that night; RW
Reports/Lists: What reports are needed to support your workflow(s)? Anytime the computer was not able to take care of something automatically.  Other reports would depend on the capability of Folio to generate relevant reports without a lot of clutter; RW
Preferred workflow for matching: What is your preferred workflow for matching? In other words, if you had the chance to build authority control support in a system from scratch what would be the preferred workflow?
Preferred workflow for updating: What is your preferred workflow for updating? In other words, if you had the chance to build authority control support in a system from scratch what would be the preferred workflow?
Any additional questions? What critical workflow/functionality has not been covered with these questions that should be discussed?There can be a very fine line between what should and should not be done through automated processes and for certain things, manual is vastly preferred over automated; RW
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