Contributor Relator Terms and Codes: Orchid Refinement

Requirements

  • Include more Contributor relator data in the controlled Type field instead of the uncontrolled Free text field by inspecting the MARC $e/$j in addition to the $4
  • $e/$j must be an exact match (not "begins" or "contains") for a relator term associated with a controlled relator code, except for capitalization. Once matched, the capitalization in the Instance will be changed to match the associated relator term's capitalization
  • When there are multiple relator terms or codes in the MARC field, prefer any term that matches a controlled value in the tenant's settings over an uncontrolled value
  • When there are multiple valid relator terms or codes in the MARC field, prefer codes ($4) over terms ($e/$j)
  • When there are multiple valid relator terms or codes in the MARC field, only populate one into the Instance Contributor Name Type field, since it is non-repeatable. If that changes in the future, include all valid, non-duplicating relator terms or codes from the MARC field in the Instance Contributor Name Type field. 

Related Jiras

MODSOURMAN-837 - Getting issue details... STATUS

MODSOURMAN-873 - Getting issue details... STATUS

This work is being done to facilitate the relator term facet and contributor browse work being done by the Spitfire development team:

UIIN-2024 - Getting issue details... STATUS

MSEARCH-313 - Getting issue details... STATUS

MSEARCH-353 - Getting issue details... STATUS

MSEARCH-384 - Getting issue details... STATUS

Affected MARC fields

DescriptionMARC fieldRelator termRelator codeNotes
Main entry - Personal name100$e$4
Main entry - Corporate name110$e$4
Main entry - Meeting name111$j$4
Added entry - Personal name700$e$4
Added entry - Corporate name710$e$4
Added entry - Meeting name711$j$4
Added entry - Uncontrolled name720$e$4720 added to MARC-to-Instance default mappings in MODSOURMAN-873





Excluded for now (see notes at the side)





Subject added entry - Personal name600$e$4No accommodation for relator terms in Instance subject headings
Subject added entry - Corporate name610$e$4No accommodation for relator terms in Instance subject headings
Subject added entry - Meeting name611$j$4No accommodation for relator terms in Instance subject headings
Series added entry - Personal name800$e$4No accommodation for relator terms in Instance series headings
Series added entry - Corporate name810$e$4No accommodation for relator terms in Instance series headings
Series added entry - Meeting name811$j$4No accommodation for relator terms in Instance series headings

Examples

Based on the default Contributor type terms and codes as shown in https://folio-snapshot.dev.folio.org/settings/inventory/contributortypes

MARC fieldInstance Contributor TypeNameTypeFree textNotes
100  1\$aChin, Staceyann,$d1972-$eAuthor$eNarratorPersonal nameChin, Staceyann, 1972-Author-both $e's correspond to valid $4s; use text for aut
700  1\$aWoodson, Jacqueline,$ewriter of foreword.Personal nameWoodson, Jacqueline,$ewriter of foreword.-writer of foreword.$e does not correspond to a valid $4; no $4; use free text
710  1\$aBroBand.$4winCorporate nameBroBand.$4winWriter of introduction-$4 is valid; use text for win
700  1\$aWoodson, Jackie.$4wam$4wacPersonal nameWoodson, Jackie.$4wam$4wacWriter of accompanying material-both $4s valid; use text for wam
710  1\$aBroBoyBand.$ewriterCorporate nameBroBoyBand.$ewriter

-

writer$e does not correspond to a valid $4; no $4; use free text
710  1\$aBroGirlBand.$ewriter of added lyricsCorporate nameBroGirlBand.$ewriter of added lyricsWriter of added lyrics-$e corresponds to a valid $4; no $4; use text for wal
700  1\$aWoodson, Jack.$eartisti$4artPersonal nameWoodson, Jack.$eartisti$4artArtist-$e does not correspond to a valid $4; $4 is valid; use text for art
110  1\$aOklahoma.$bDept. of Highways.$4couCorporate nameOklahoma. Dept. of Highways

Court governed

-no $e; $4 is valid; use text for cou
710  1\$aUnited States.$bBureau of Public Roads 1.$ecourtCorporate nameUnited States. Bureau of Public Roads 1-

court

$e does not correspond to a valid $4; no $4; use free text
710  1\$aUnited States.$bBureau of Public Roads 2.$4coo$4crtCorporate nameUnited States. Bureau of Public Roads 2

Court reporter

-first $4 is not valid; second $4 is valid; use text for crt
710  1\$aUnited States.$bBureau of Public Roads 2.$4cooCorporate name

United States. Bureau of Public Roads 2

--no $e; $4 is not valid
710  1\$aUnited States.$bBureau of Public Roads 2.$ecorrectortCorporate name

United States. Bureau of Public Roads 2

-

correctort

$e does not correspond to a valid $4; no $4; use free text
111  2\$aInternational Conference on Business History$n(17th :$d1990)$4cotMeeting name

International Conference on Business History (17th : 1990)

Contestant-appellant

-no $j; $4 is valid; use text for cot
700  10$aAbe, Etsuo,$d1949-$4couPersonal name

Abe, Etsuo, 1949-

Court governed

-no $e; $4 is valid; use text for cou
700  10$aSuzuki, Yoshitaka,$d1944-$econtestantPersonal name

Suzuki, Yoshitaka, 1944-

Contestant

-$e corresponds to a valid $4; no $4; use text for cos 
711  1\$aInternational Conference on Business History$n(18th :$d1991)$jcontestee$4cccMeeting name

International Conference on Business History (18th : 1991)

Contestee

-$j corresponds to a valid $4; $4 is not valid; use text for cts
711  1\$aInternational Conference on Business History$n(19th :$d1992)$jcontester$4cteMeeting name

International Conference on Business History (19th : 1992)

Contestee-appellee

-$j does not correspond to a valid $4; $4 is valid; use text for cte
711  1\$aInternational Conference on Business History$n(20th :$d1993)$4dnc$4curMeeting name

International Conference on Business History (20th : 1993)

Dancer-no $j; both $4s valid; use text for dnc
711  1\$aInternational Conference on Business History$n(21st :$d1994)$jdedicator$jdedicateeMeeting name

International Conference on Business History (21st : 1994)

Dedicator-both $j's correspond to valid $4s; use text for dto
720  \\$aAbdul Rahman, Alias$eeditor$4edtPersonal name

Abdul Rahman, Alias

Editor-$e corresponds to a valid $4; $4 is valid; use text for edt
720  \\$aBoguslawski, Pawel$4aut$4edtPersonal name

Boguslawski, Pawel

Author-both $4s valid; use text for aut
720  \\$aGold, Christopher$eeditor$eauthorPersonal name

Gold, Christopher

Editor-both $e's correspond to valid $4s; use text for edt
720  \\$aSaid, Mohamad Nor$ededitorPersonal name

Said, Mohamad Nor

-deditor$e does not correspond to a valid $4; no $4; use free text
720  \\$aSaid, Abdul$4ediPersonal name

Said, Abdul

--$4 not valid; no $e
710  2\$aBrookhaven National Laboratory.$4resCorporate name

Brookhaven National Laboratory

Researcher-$4 valid; use text for res
710  1\$aUnited States.$bDepartment of Energy.$4spnCorporate name

United States. Department of Energy

Sponsor-$4 valid; use text for spn
710  1\$aUnited States.$bDepartment of Energy.$bOffice of Scientific and Technical Information.$4dstCorporate name

United States. Department of Energy. Office of Scientific and Technical Information

Distributor-$4 valid; use text for dst
720  1\$aSAKAGUCHI, T.$4mod$4autPersonal name

SAKAGUCHI, T

Moderator-both $4s valid; use text for mod
720  1\$aOZAWA, K.$4mraPersonal name

OZAWA, K

--$4 is not valid; no $e
720  1\$aHAMAGAKI, H.$4mra$eeditorPersonal name

HAMAGAKI, H

Editor

-$4 is not valid; $e corresponds to a valid $4; use text for edt
720  1\$aESUMI, S.$emetadata contact$4mdePersonal name

ESUMI, S

Metadata contact

-$e corresponds to a valid $4; $4 is not valid; use text for mdc
720  1\$aKURIHARA, N.$edata contact$ecreatorPersonal name

KURIHARA, N

Creator-first $e does not correspond to a valid $4; 2nd $e does; use text for cre
720  1\$aCHUJO, T.$4dlm$4dlnPersonal name

CHUJO, T

Delineator-first $4 not valid; second $4 valid; use text for dln
100  1\$aDelius, Frederick,$d1862-1934.Personal name

Delius, Frederick, 1862-1934

--no $e; no $4
700  1\$aBingham, Peter,$ctenor.$4vocPersonal name

Bingham, Peter, tenor

--no $e; $4 is not valid
720  2\$aJohn Alldis Choir.$4prf$4cndCorporate name

John Alldis Choir

Performer

-both $4s valid; use text for prf
720  2\$aLiverpool Philharmonic Choir.$eperfCorporate name

Liverpool Philharmonic Choir

-perf$e does not correspond to a valid $4; use free text
720  2\$aLondon Symphony Orchestra.$eoth$4prfCorporate name

London Symphony Orchestra

Performer


valid $4; $e does not correspond to a valid $4; use text for prf
720  2\$aRoyal Liverpool Philharmonic Orchestra.$eprfCorporate name

Royal Liverpool Philharmonic Orchestra

-prf$e does not correspond to a valid $4; use free text