Step 3.5 - Revision history

Casey: /* links */

2024-10-17T15:56:38Z

‎links

WikiSysop: /* links */

2022-05-31T20:13:44Z

‎links

Casey: /* Publisher verification */

2021-10-29T15:37:00Z

‎Publisher verification

Casey: Added new series information at the bottom (volume info & pub verification)

2020-07-29T16:36:27Z

Added new series information at the bottom (volume info & pub verification)

Casey: added "series like phrases"

2020-05-20T16:37:29Z

added "series like phrases"

Casey: /* links */

2020-03-02T20:35:53Z

‎links

Nate: /* Step 3.5: Series Processing */

2015-06-25T18:21:13Z

‎Step 3.5: Series Processing

Stephanie: /* Summary of 490/830 fields not reverted: post July 2008 */

2014-09-23T20:15:33Z

‎Summary of 490/830 fields not reverted: post July 2008

Nate at 21:29, 4 April 2013

2013-04-04T21:29:03Z

Nate: /* STEP 3.5 : SERIES PROCESSING */

2013-03-21T18:03:41Z

‎STEP 3.5 : SERIES PROCESSING

@@ Line 226: / Line 226: @@
 ==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 226: / Line 226: @@
 ==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 221: / Line 221: @@
 Most of the time, however, your series titles will only match a single authority record. Default processing will accept any single authority record that matches. However, as a NEW option, you may choose to limit the matches to only those where the publisher matches. '''To select the this option, please make mention in section 3-14 of the online Authority Control profile.'''
-To make this improved matching work as best we can we’ve taken a few things into consideration. First, sometimes publishers don’t use their full names and use only a single word; we’ve included a protocol to catch some of these these. Second, many publishers vary with whether they are using words such as “Inc”, Pub”, “Books”, “Press”; we are removing these terms from the matching parameters. Third, we normalize “&” and “Dept” to catch forms of publisher that may use “and” or “Department”.
+To make this improved matching work as best we can we’ve taken a few things into consideration. First, sometimes publishers don’t use their full names and use only a single word; we’ve included a protocol to catch some of these. Second, many publishers vary with whether they are using words such as “Inc”, Pub”, “Books”, “Press”; we are removing these terms from the matching parameters. Third, we normalize “&” and “Dept” to catch forms of publisher that may use “and” or “Department”.
 It must be said, however, that sometimes the publishers vary too much in the way that they’re transcribed that we cannot determine from an automatic algorithm if the publisher is indeed the same. So, if you choose to only accept authority records where publisher must match, there may be some that are considered non-matches but with manual review could be identified as matches. They will appear on the R07 Unmatched Primary Headings Report and may also appear on the R00 Near Match Headings report depending on how close they are to matching.
 ==links==

← Older revision		Revision as of 16:36, 29 July 2020
Line 210:		Line 210:

	'''To select the "series-like phrase" option, please make mention in section 3-14 of the online Authority Control profile.'''		'''To select the "series-like phrase" option, please make mention in section 3-14 of the online Authority Control profile.'''
		+
		+	==Volume information==
		+	Backstage's default practice is to copy the $v from the 490 field into the paired 8XX field. However, you may opt to OMIT the $v from the paired 8XX whenever the authority record does not contain a 642 field.
		+
		+	'''To select the this option, please make mention in section 3-14 of the online Authority Control profile.'''
		+
		+	==Publisher verification==
		+	Sometimes there are identical series headings for very different series and multiple authority records may present. In order to ensure we're selecting the best possible Authority Record, MARS 2.0 Series processing will attempt to verify the publisher within the Bib record against the publisher within the authority record. If no verification can be made, the heading will be left as-is and no authority record will be selected. The heading will appear on the '''R10 Heading Matches Multiple Authority Records report'''.
		+
		+	Most of the time, however, your series titles will only match a single authority record. Default processing will accept any single authority record that matches. However, as a NEW option, you may choose to limit the matches to only those where the publisher matches. '''To select the this option, please make mention in section 3-14 of the online Authority Control profile.'''
		+
		+	To make this improved matching work as best we can we’ve taken a few things into consideration. First, sometimes publishers don’t use their full names and use only a single word; we’ve included a protocol to catch some of these these. Second, many publishers vary with whether they are using words such as “Inc”, Pub”, “Books”, “Press”; we are removing these terms from the matching parameters. Third, we normalize “&” and “Dept” to catch forms of publisher that may use “and” or “Department”.
		+
		+	It must be said, however, that sometimes the publishers vary too much in the way that they’re transcribed that we cannot determine from an automatic algorithm if the publisher is indeed the same. So, if you choose to only accept authority records where publisher must match, there may be some that are considered non-matches but with manual review could be identified as matches. They will appear on the R07 Unmatched Primary Headings Report and may also appear on the R00 Near Match Headings report depending on how close they are to matching.
		+

	==links==		==links==

@@ Line 198: / Line 198: @@
 ==Custom Series Processing==
 MARS 2.0 Authority Control supports additional options for processing series headings. If the series processing options described do not meet your requirements, please discuss your requirements with your MARS project manager.
 ==links==

@@ Line 1: / Line 1: @@
 ==Step 3.5: Series Processing==
-[[Image:ac3-5.png]]<br><br>
+[[Image:a3-5.png]]<br><br>
 MARS 2.0 provides a variety of different processing options for series headings. Local library cataloging practices and local system indexing of series headings are central factors in determining which MARS 2.0 series processing option would be most effective for any particular catalog.

@@ Line 141: / Line 141: @@
 #Expand '''440''' to '''490-1/830''' pairs
 #Match '''830''' during authority control
-#If the 830 '''does not match''' or if it '''matches untraced authority''' record (645 $a '''n'''), the '''490-1/830''' pair converts to a '''490-0'''
+#If the 830 '''matches an untraced authority''' record (645 $a '''n'''), the '''490-1/830''' pair converts to a '''490-0'''
 #If a '''match is found''', the '''490-1/830''' pair '''remains''' in the record

@@ Line 1: / Line 1: @@
-==STEP 3.5 : SERIES PROCESSING==
+==Step 3.5: Series Processing==
 [[Image:ac3-5.png]]<br><br>
 MARS 2.0 provides a variety of different processing options for series headings. Local library cataloging practices and local system indexing of series headings are central factors in determining which MARS 2.0 series processing option would be most effective for any particular catalog.
-===traced vs untraced===
+===Traced vs untraced===
 A series added entry '''8XX''' is made on the record for each work in a series if it is judged to be a useful access point. When an added entry for a series is made, we say that the series is '''traced'''. The traced record can be found by performing a search for the series as a title search in the OPAC.
@@ Line 20: / Line 20: @@
 *008[12] = '''c'''
-===current library of congress policy===
+===Current Library of Congress policy===
 MARS 2.0 follows current Library of Congress policy, which treats '''unmatched''' series headings in the same manner as '''untraced''' series headings. So, in the case where a series heading has no authority match, the series will be handled as if it was '''untraced''':
@@ Line 38: / Line 38: @@
 MARS 2.0 programs can also '''retain unmatched 8XX''' fields if desired.
-===current standard series processing: post july 2008===
+===Current standard series processing: post July 2008===
 MARS 2.0 adheres to the June 2008 MARBI announcment regarding series processing:
@@ Line 73: / Line 73: @@
 Since the authority record for the above example is '''untraced''' (lacks 645 $a '''t'''), the 800 field is removed and the 490-1 is changed to 490-0. MARS 2.0 series processing can '''retain untraced 8XX''' fields if desired.
-==MAIN ENTRY REPRESENTED BY PRONOUN==
+==Main Entry Represented by Pronoun==
 Special pronoun processing routines are used whenever field 8XX is generated. There are two phases of the MARS 2.0 series note processing.
@@ Line 89: / Line 89: @@
    <font color="red">810 1  $a Wisconsin. $b Legislature. $b Legislative Reference Bureau. $t Research bulletin ;$v 78-RB-3.</font></font>
-===pronoun series processing===
+===Pronoun series processing===
 In fields 400/410/411 with a 2nd indicator of '''0''' (main entry not represented by a pronoun), MARS 2.0 checks the first '''6''' characters for any of the following words: '''Its''', '''His''', '''Her''', or '''Their'''.
 If one of those words is found, it is replaced by the 1XX main entry in the 800/810/811 field. The pronoun remains in the resulting 490 field. Pronoun processing is not appropriate for 440 fields, as some established series titles begin with a pronoun (e.g., '''His master's voice''').
-==COLLAPSED 490/830 TO 440 SERIES STATEMENTS: PRE JULY 2008==
+==Collapsed 490/830 to 440 series statements: pre July 2008==
 The 440 field served the dual purposes of a '''series statement''' and a '''series added entry'''. MARS 2.0 did not change field 440 if a related series authority record was not found (i.e., the heading was '''unmatched''').
@@ Line 111: / Line 111: @@
 0 $a <font color="red">DA pam</font> ;$v 27-50</font>
-===initial article series note processing: pre july 2008===
+===Initial article series note processing: pre July 2008===
 The established form of series headings in LC authority records contains initial articles. To accommodate this practice, MARS 2.0 ignores initial articles '''A''' and '''An''' when matching a 440 series heading, regardless of the value in the filing indicator.
@@ Line 138: / Line 138: @@
 0 $a <font color="red">Bulletin (Life Sciences and Agriculture Experiment)</font></font>
-==SUMMARY OF 490/830 FIELDS NOT REVERTED: POST JULY 2008==
+==Summary of 490/830 fields not reverted: post July 2008==
 #Expand '''440''' to '''490-1/830''' pairs
 #Match '''830''' during authority control
@@ Line 144: / Line 144: @@
 #If a '''match is found''', the '''490-1/830''' pair '''remains''' in the record
-==SUMMARY OF 490/830 FIELDS REVERTED TO 440: PRE JULY 2008==
+==Summary of 490/830 fields reverted to 440: pre July 2008==
 #Expand '''440''' to '''490-1/830''' pairs
 #Match '''830''' during authority control
@@ Line 151: / Line 151: @@
 #If they '''differ''', the '''490-1/830 pair remains'''
-==490-0 SERIES STATEMENTS (SERIES NOT TRACED)==
+==490-0 Series Statements (Series Not Traced)==
 Series statements for '''untraced''' series ('''490''' fields with 1st indicator '''0''') function as descriptive statements only and are not normally subject to Authority Control. Series tracing practice, however, has changed significantly over the years. LC had previously traced few series, so many series titles were recorded in a '''490 series statement''' and coded as '''series not traced''' (1st indicator '''0'''). Current practice is to trace most series. Standard MARS 2.0 series processing brings many bibliographic series statements in line with current practice.
@@ Line 184: / Line 184: @@
 1 <font color="red">$a Hartman, Margaret Stregel. $t Campbell County history & genealogy.</font></font>
-==COPY ALL SERIES PROCESSING==
+==Copy All Series Processing==
 A special MARS 2.0 series processing option is provided for libraries that need to have all series headings recorded in 8XX fields, often due to local system indexing requirements. In the MARS 2.0 '''Copy All''' series processing option:
 *Field 800/810/811 '''series added entry''' is created for each pre-AACR2 field 400/410/411 '''series statement/added entry'''
@@ Line 195: / Line 195: @@
 '''Note''': ''Please check with your local system vendor before selecting the Copy All option.''
-==CUSTOM SERIES PROCESSING==
+==Custom Series Processing==
 MARS 2.0 Authority Control supports additional options for processing series headings. If the series processing options described do not meet your requirements, please discuss your requirements with your MARS project manager.
-==LINKS==
+==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]]
 <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]]