Step 3.1 - Revision history

Casey: /* links */

2024-10-17T15:55:45Z

‎links

Casey: /* VIAF Name/Title matching */

2024-05-28T22:20:42Z

‎VIAF Name/Title matching

Casey: /* VIAF Name/Title matching */

2022-06-02T13:39:18Z

‎VIAF Name/Title matching

WikiSysop: /* links */

2022-05-31T20:12:54Z

‎links

Casey: /* Matching */ Generic Name - Undifferentiated Note

2021-07-28T18:37:03Z

‎Matching: Generic Name - Undifferentiated Note

Casey: /* Matching */

2020-11-12T16:49:14Z

‎Matching

Casey: /* links */

2020-03-02T20:35:20Z

‎links

Casey: Added VIAF section

2019-04-30T19:19:54Z

Added VIAF section

Nate: /* Step 3.1: Generic Name Headings */

2015-06-25T18:20:35Z

‎Step 3.1: Generic Name Headings

Nate: /* Normalization and matching */

2013-04-04T21:23:03Z

‎Normalization and matching

@@ Line 219: / Line 219: @@
 ==links==
-<center><font size="4">[[Step 3.1|3.1]] - [[Step 3.2|3.2]] - [[Step 3.3|3.3]] - [[Step 3.4|3.4]] - [[Step 3.5|3.5]] - [[Step 3.6|3.6]] - [[Step 3.7|3.7]] - [[Step 3.8|3.8]] - [[Step 3.9|3.9]] - [[Step 3.10|3.10]] - [[Step 3.11|3.11]] - [[Step 3.12|3.12]] - [[Step 3.13|3.13]] - [[Step 3.14|3.14]] - [[Step 3.15|3.15]] - [[Step 3.16|3.16]] - [[Step 3.17|3.17]] - [[Step 3.18|3.18]] - [[Step 3.19|3.19]] - [[Step 3.20|3.20]]
+<center><font size="4">[[Step 3.1|3.1]] - [[Step 3.2|3.2]] - [[Step 3.3|3.3]] - [[Step 3.4|3.4]] - [[Step 3.5|3.5]] - [[Step 3.6|3.6]] - [[Step 3.7|3.7]] - [[Step 3.8|3.8]] - [[Step 3.9|3.9]] - [[Step 3.10|3.10]] - [[Step 3.11|3.11]] - [[Step 3.12|3.12]] - [[Step 3.13|3.13]] - [[Step 3.14|3.14]] - [[Step 3.15|3.15]] - [[Step 3.16|3.16]] - [[Step 3.17|3.17]] - [[Step 3.18|3.18]]
 <hr>
 [[Step 1.0|1.0]] - [[Step 2.0|2.0]] - [[Step 3.0|3.0]] - [[Step 4.0|4.0]] - [[Step 5.0|5.0]] - [[Step 6.0|6.0]]</font></center>
 [[category:Profile Guide]]

@@ Line 205: / Line 205: @@
 ==VIAF Name/Title matching==
 The incorporation of the VIAF name/title matching is now part of our '''DEFAULT''' matching process for Generic Names. You may opt to turn off the VIAF matching by deselecting the option in section 3-1.
 Our process will take your generic 100 and 700 fields that contain a $a only and will search VIAF for that form of the name. If our form of the name is found, we then compare the title within the 245$a of your Bib record against the associated "Works" for that name in VIAF. We'll then select the United States form of that name to pass formally through our Authority Matching process; the LC Authority records will be returned to you as expected and your Bibliographic Heading will be updated with the authorized form.

@@ Line 204: / Line 204: @@
 ==VIAF Name/Title matching==
-The incorporation of the VIAF name/title matching is now part of our '''DEFAULT''' matching process for Generic Names. You may opt to turn off the VIAF matching by making your request known in the free-form text area of section 3-14 of the Authority Control profile.
+The incorporation of the VIAF name/title matching is now part of our '''DEFAULT''' matching process for Generic Names. You may opt to turn off the VIAF matching by deselecting the option in section 3-1.
 Our process will take your generic 100 and 700 fields that contain a $a only and will search VIAF for that form of the name. If our form of the name is found, we then compare the title within the 245$a of your Bib record against the associated "Works" for that name in VIAF. We'll then select the United States form of that name to pass formally through our Authority Matching process; the LC Authority records will be returned to you as expected and your Bibliographic Heading will be updated with the authorized form.
@@ Line 215: / Line 215: @@
 If desired, optional report '''R24 - Generic Names Flipped''' can be returned to help you review these updated headings.
 ==links==

@@ Line 219: / Line 219: @@
 ==links==
-<center><font size="4">[[Step 3.1|3.1]] - [[Step 3.2|3.2]] - [[Step 3.3|3.3]] - [[Step 3.4|3.4]] - [[Step 3.5|3.5]] - [[Step 3.6|3.6]] - [[Step 3.7|3.7]] - [[Step 3.8|3.8]] - [[Step 3.9|3.9]] - [[Step 3.10|3.10]] - [[Step 3.11|3.11]] - [[Step 3.12|3.12]] - [[Step 3.13|3.13]] - [[Step 3.15|3.15]] - [[Step 3.16|3.16]] - [[Step 3.16|3.17]] - [[Step 3.16|3.18]]
+<center><font size="4">[[Step 3.1|3.1]] - [[Step 3.2|3.2]] - [[Step 3.3|3.3]] - [[Step 3.4|3.4]] - [[Step 3.5|3.5]] - [[Step 3.6|3.6]] - [[Step 3.7|3.7]] - [[Step 3.8|3.8]] - [[Step 3.9|3.9]] - [[Step 3.10|3.10]] - [[Step 3.11|3.11]] - [[Step 3.12|3.12]] - [[Step 3.13|3.13]] - [[Step 3.14|3.14]] - [[Step 3.15|3.15]] - [[Step 3.16|3.16]] - [[Step 3.17|3.17]] - [[Step 3.18|3.18]] - [[Step 3.19|3.19]] - [[Step 3.20|3.20]]
 <hr>
 [[Step 1.0|1.0]] - [[Step 2.0|2.0]] - [[Step 3.0|3.0]] - [[Step 4.0|4.0]] - [[Step 5.0|5.0]] - [[Step 6.0|6.0]]</font></center>
 [[category:Profile Guide]]

@@ Line 19: / Line 19: @@
 Choosing to flip on '''generic name headings''' will give you a greater match rate, but it can cause '''mismatched headings'''. MARS 2.0 allows for the flip of all name authority headings including the '''generic name heading''' if there is a match to a See reference 400 in the LC authority record.
-'''Please note:''' if you choose to NOT flip generic headings, this just means it will not match against a 400 in an LC authority record in order to change to authorized form in the 100. The heading WILL still attempt to match another generic name in the 100 of an authority record. ''HOWEVER'', if you would prefer to avoid authority records with 008/32 = b or a 667 that states "This 1XX field cannot be used under RDA until this undifferentiated record ..." please let us know as we have a parameter we can add to avoid those records.
+'''Please note:''' if you choose to NOT flip generic headings, this just means it will not match against a 400 in an LC authority record in order to change to authorized form in the 100. The heading WILL still attempt to match another generic name in the 100 of an authority record. The matching authority record could potentially be an '''undifferentiated''' authority record. Undifferentiated authority records will usually have an 008/32 = b or a 667 "This 1XX field cannot be used under RDA until this undifferentiated record ...". The vast majority of our clients still prefer to match against and receive these "undifferentiated" authority records, but, if you would prefer to avoid these please let us know as we have a parameter we can put into place.
 ===Normalization and matching===

← Older revision		Revision as of 16:49, 12 November 2020
Line 18:		Line 18:

	Choosing to flip on '''generic name headings''' will give you a greater match rate, but it can cause '''mismatched headings'''. MARS 2.0 allows for the flip of all name authority headings including the '''generic name heading''' if there is a match to a See reference 400 in the LC authority record.		Choosing to flip on '''generic name headings''' will give you a greater match rate, but it can cause '''mismatched headings'''. MARS 2.0 allows for the flip of all name authority headings including the '''generic name heading''' if there is a match to a See reference 400 in the LC authority record.
		+
		+	'''Please note:''' if you choose to NOT flip generic headings, this just means it will not match against a 400 in an LC authority record in order to change to authorized form in the 100. The heading WILL still attempt to match another generic name in the 100 of an authority record. ''HOWEVER'', if you would prefer to avoid authority records with 008/32 = b or a 667 that states "This 1XX field cannot be used under RDA until this undifferentiated record ..." please let us know as we have a parameter we can add to avoid those records.

	===Normalization and matching===		===Normalization and matching===

@@ Line 200: / Line 200: @@
    '''changes to''':
    <font color="red">610</font> 20 $a Husum-Schwesing (Concentration camp)</font>
 ==links==

@@ Line 1: / Line 1: @@
 ==Step 3.1: Generic Name Headings==
-[[Image:ac3-1.png]]<br><br>
+[[Image:a3-1.png]]<br><br>
 ===Matching===

@@ Line 25: / Line 25: @@
 Normalization of a name heading is as follows:<br>
-{| border="1" cellspacing="0" cellpadding="5" align="left" style="border-collapse:collapse;"
+  <font size="3">
-! style="background:silver" align="center" | Original Bib Heading
+  '''original heading''':
-! style="background:silver" align="center" | Authority Record
+$a Pinsent, John, $d 1922-
-|-
-| 700  1 $a Pinsent, John, $d 1922- || 400  1 $a Pinsent, John, $d 1922-
+  '''authority record''':
-|-
+$a Pinsent, John, $d 1922-1995
-| ! style="background:lightgray" | || 100  1 $a Pinsent, John, $d 1922-1995
+$a <font color="red">Pinsent, John,</font> $d <font color="red">1922</font>
-|}
-<div style=clear:both></div><br>
+  '''normalized original''':
+$ PINSENT, JOHN $ 1922
-{| border="1" cellspacing="0" cellpadding="5" align="left" style="border-collapse:collapse;"
-! style="background:silver" align="center" | Normalized Bib Heading
+  '''normalized authority''':
-! style="background:silver" align="center" | Normalized Authority
+$ PINSENT, JOHN $ 1922 1995
-|-
+$ PINSENT, JOHN $ 1922
-| 700  1 PINSENT, JOHN $ 1922 || 400  1 PINSENT, JOHN $ 1922
-|-
+  '''updated heading''':
-| ! style="background:lightgray" | || 100  1 PINSENT, JOHN $ 1922 1995
+$a Pinsent, John, $d 1922-<font color="red">1995</font>.</font>
-|}
-<div style=clear:both></div><br>
-{| border="1" cellspacing="0" cellpadding="5" align="left" style="border-collapse:collapse;"
-! style="background:silver" align="center" | Matched Bib Heading
-! style="background:silver" align="center" | Authority Control No.
-|-
-| 700  1 $a Pinsent, John, $d 1922-1995 ||  n  50011026
-|}
-<div style=clear:both></div><br>
 In this case, the original heading contained a birth date yet lacked a death date. However, when a valid cross-reference exists (e.g., the older form used in this example) the match can then be updated with the death date.