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
https://folio-org.atlassian.net/browse/MODSOURMAN-837
https://folio-org.atlassian.net/browse/MODSOURMAN-873
This work is being done to facilitate the relator term facet and contributor browse work being done by the Spitfire development team:
https://folio-org.atlassian.net/browse/UIIN-2024
https://folio-org.atlassian.net/browse/MSEARCH-313
https://folio-org.atlassian.net/browse/MSEARCH-353
https://folio-org.atlassian.net/browse/MSEARCH-384
Affected MARC fields
Description | MARC field | Relator term | Relator code | Notes |
|---|---|---|---|---|
Main entry - Personal name | 100 | $e | $4 |
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Main entry - Corporate name | 110 | $e | $4 |
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Main entry - Meeting name | 111 | $j | $4 |
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Added entry - Personal name | 700 | $e | $4 |
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Added entry - Corporate name | 710 | $e | $4 |
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Added entry - Meeting name | 711 | $j | $4 |
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Added entry - Uncontrolled name | 720 | $e | $4 | 720 added to MARC-to-Instance default mappings in MODSOURMAN-873 |
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Excluded for now (see notes at the side) |
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Subject added entry - Personal name | 600 | $e | $4 | No accommodation for relator terms in Instance subject headings |
Subject added entry - Corporate name | 610 | $e | $4 | No accommodation for relator terms in Instance subject headings |
Subject added entry - Meeting name | 611 | $j | $4 | No accommodation for relator terms in Instance subject headings |
Series added entry - Personal name | 800 | $e | $4 | No accommodation for relator terms in Instance series headings |
Series added entry - Corporate name | 810 | $e | $4 | No accommodation for relator terms in Instance series headings |
Series added entry - Meeting name | 811 | $j | $4 | No accommodation for relator terms in Instance series headings |
Examples
Based on the default Contributor type terms and codes as shown in https://folio-snapshot.dev.folio.org/settings/inventory/contributortypes
MARC field | Instance Contributor Type | Name | Type | Free text | Notes |
|---|---|---|---|---|---|
100 1\$aChin, Staceyann,$d1972-$eAuthor$eNarrator | Personal name | Chin, Staceyann, 1972- | Author | - | both $e's correspond to valid $4s; use text for aut |
700 1\$aWoodson, Jacqueline,$ewriter of foreword. | Personal name | Woodson, Jacqueline,$ewriter of foreword. | - | writer of foreword. | $e does not correspond to a valid $4; no $4; use free text |
710 1\$aBroBand.$4win | Corporate name | BroBand.$4win | Writer of introduction | - | $4 is valid; use text for win |
700 1\$aWoodson, Jackie.$4wam$4wac | Personal name | Woodson, Jackie.$4wam$4wac | Writer of accompanying material | - | both $4s valid; use text for wam |
710 1\$aBroBoyBand.$ewriter | Corporate name | BroBoyBand.$ewriter | - | writer | $e does not correspond to a valid $4; no $4; use free text |
710 1\$aBroGirlBand.$ewriter of added lyrics | Corporate name | BroGirlBand.$ewriter of added lyrics | Writer of added lyrics | - | $e corresponds to a valid $4; no $4; use text for wal |
700 1\$aWoodson, Jack.$eartisti$4art | Personal name | Woodson, Jack.$eartisti$4art | Artist | - | $e does not correspond to a valid $4; $4 is valid; use text for art |
110 1\$aOklahoma.$bDept. of Highways.$4cou | Corporate name | Oklahoma. Dept. of Highways | Court governed | - | no $e; $4 is valid; use text for cou |
710 1\$aUnited States.$bBureau of Public Roads 1.$ecourt | Corporate name | United 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$4crt | Corporate name | United 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.$4coo | Corporate name | United States. Bureau of Public Roads 2 | - | - | no $e; $4 is not valid |
710 1\$aUnited States.$bBureau of Public Roads 2.$ecorrectort | Corporate 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)$4cot | Meeting name | International Conference on Business History (17th : 1990) | Contestant-appellant | - | no $j; $4 is valid; use text for cot |
700 10$aAbe, Etsuo,$d1949-$4cou | Personal name | Abe, Etsuo, 1949- | Court governed | - | no $e; $4 is valid; use text for cou |
700 10$aSuzuki, Yoshitaka,$d1944-$econtestant | Personal 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$4ccc | Meeting 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$4cte | Meeting 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$4cur | Meeting 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$jdedicatee | Meeting 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$4edt | Personal name | Abdul Rahman, Alias | Editor | - | $e corresponds to a valid $4; $4 is valid; use text for edt |
720 \\$aBoguslawski, Pawel$4aut$4edt | Personal name | Boguslawski, Pawel | Author | - | both $4s valid; use text for aut |
720 \\$aGold, Christopher$eeditor$eauthor | Personal name | Gold, Christopher | Editor | - | both $e's correspond to valid $4s; use text for edt |
720 \\$aSaid, Mohamad Nor$ededitor | Personal name | Said, Mohamad Nor | - | deditor | $e does not correspond to a valid $4; no $4; use free text |
720 \\$aSaid, Abdul$4edi | Personal name | Said, Abdul | - | - | $4 not valid; no $e |
710 2\$aBrookhaven National Laboratory.$4res | Corporate name | Brookhaven National Laboratory | Researcher | - | $4 valid; use text for res |
710 1\$aUnited States.$bDepartment of Energy.$4spn | Corporate 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.$4dst | Corporate name | United States. Department of Energy. Office of Scientific and Technical Information | Distributor | - | $4 valid; use text for dst |
720 1\$aSAKAGUCHI, T.$4mod$4aut | Personal name | SAKAGUCHI, T | Moderator | - | both $4s valid; use text for mod |
720 1\$aOZAWA, K.$4mra | Personal name | OZAWA, K | - | - | $4 is not valid; no $e |
720 1\$aHAMAGAKI, H.$4mra$eeditor | Personal name | HAMAGAKI, H | Editor | - | $4 is not valid; $e corresponds to a valid $4; use text for edt |
720 1\$aESUMI, S.$emetadata contact$4mde | Personal 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$ecreator | Personal 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$4dln | Personal 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.$4voc | Personal name | Bingham, Peter, tenor | - | - | no $e; $4 is not valid |