Difference between revisions of "Step 3.9"

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==Step 3.9: Canadian Matching==
 
==Step 3.9: Canadian Matching==
[[Image:ac3-9.png]]<br><br>
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[[Image:a3-9.png]]<br><br>
 
MARS 2.0 can match bibliographic headings against headings in the '''Library and Archives Canada Authority Files''' (hereafter referred to as '''Canadian'''). Canadian contains both Canadian Name and Subject authority records.
 
MARS 2.0 can match bibliographic headings against headings in the '''Library and Archives Canada Authority Files''' (hereafter referred to as '''Canadian'''). Canadian contains both Canadian Name and Subject authority records.
  
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===Fields matched===
 
===Fields matched===
 
The following fields are matched against Canadian:<br>
 
The following fields are matched against Canadian:<br>
[[Image:310b.png]]<br>
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[[Image:a3-9b.png]]<br>
 
'''Note:''' ''Only those with a 2nd indicator of 5 are Canadian Headings''
 
'''Note:''' ''Only those with a 2nd indicator of 5 are Canadian Headings''
  
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===Search Canadian authority file only===
 
===Search Canadian authority file only===
[[Image:ac3-10b.png]]<br><br>
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[[Image:a3-9b.png]]<br><br>
 
In this option, MARS 2.0 matches the Canadian headings against the Canadian Authority File. For those headings that match a heading in Canadian, the indicator remains as '''5'''.
 
In this option, MARS 2.0 matches the Canadian headings against the Canadian Authority File. For those headings that match a heading in Canadian, the indicator remains as '''5'''.
  
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===Search Canadian authority file against LC adult only===
 
===Search Canadian authority file against LC adult only===
 
In the catalogs at some libraries, the presence of Canadian headings in their bibliographic records creates duplicate and sometimes confusing index entries for patrons. These libraries may wish to consider choosing this option:<br><br>
 
In the catalogs at some libraries, the presence of Canadian headings in their bibliographic records creates duplicate and sometimes confusing index entries for patrons. These libraries may wish to consider choosing this option:<br><br>
[[Image:ac3-10c.png]]<br><br>
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[[Image:a3-9c.png]]<br><br>
 
In this option, MARS 2.0 first matches the Canadian headings against the LC Authority File as if the headings had a 2nd indicator of '''0''' instead of '''5'''.
 
In this option, MARS 2.0 first matches the Canadian headings against the LC Authority File as if the headings had a 2nd indicator of '''0''' instead of '''5'''.
  
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However, unmatched Canadian authorities could then be searched against LC. Any matches found during this procedure would change the value of the 2nd indicator from '''5''' to '''0''':<br><br>
 
However, unmatched Canadian authorities could then be searched against LC. Any matches found during this procedure would change the value of the 2nd indicator from '''5''' to '''0''':<br><br>
[[Image:ac3-10d.png]]<br><br>
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[[Image:a3-9d.png]]<br><br>
 
In this option, MARS 2.0 processes would retain unmatched Canadian headings, with a 2nd indicator value of 5, to be searched at a later date by the library.
 
In this option, MARS 2.0 processes would retain unmatched Canadian headings, with a 2nd indicator value of 5, to be searched at a later date by the library.
  
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   (1) 100 1 $a Atwood, Margaret, <font color="red">$d 1939-</font>        CAN updated heading
 
   (1) 100 1 $a Atwood, Margaret, <font color="red">$d 1939-</font>        CAN updated heading
 
   (2) 700 1 $a Atwood, Margaret, <font color="red">$d 1939-</font>        CAN updated heading</font>
 
   (2) 700 1 $a Atwood, Margaret, <font color="red">$d 1939-</font>        CAN updated heading</font>
 
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==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]]
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<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]]
 
<hr>
 
<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>
 
[[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]]
 
[[category:Profile Guide]]

Revision as of 14:36, 2 March 2020

Step 3.9: Canadian Matching

A3-9.png

MARS 2.0 can match bibliographic headings against headings in the Library and Archives Canada Authority Files (hereafter referred to as Canadian). Canadian contains both Canadian Name and Subject authority records.

The nearly 660,000 Canadian subject, personal, and corporate name authority records contain name headings that appear on publications catalogued for the Canadian National Bibliography and for names contributed by the National Archives of Canada and the Canadian Institute for Historical Microreproductions (CIHM). Some of the records have been authenticated by the NLC for use by the Library of Congress.

Fields matched

The following fields are matched against Canadian:
A3-9b.png
Note: Only those with a 2nd indicator of 5 are Canadian Headings

Ignore or remove without processing

Some libraries have catalogs that do not contain subject headings coded as Canadian headings. Other libraries have bibliographic records in their catalog that contain Canadian headings, but their local system is profiled to exclude them from the OPAC indexes.

Most libraries in which the Canadian headings are not used and are not causing any problems for patrons choose to ignore these headings.

Alternatively, you can choose to remove without processing any Canadian heading that MARS 2.0 encounters during processing.

Databases and Search Order

If you choose to have your Canadian headings processed, you also have the choice of which database to search against as well as in which order the databases should be searched. The two databases available to search are:

  • Canadian Authority Files
  • LC Authority File

Search Canadian authority file only

A3-9b.png

In this option, MARS 2.0 matches the Canadian headings against the Canadian Authority File. For those headings that match a heading in Canadian, the indicator remains as 5.

Headings that match a cross-reference in Canadian are flipped to the established form of the heading and the 2nd indicator is again retained as a 5.

After the matching is completed, all remaining Canadian headings (i.e., those that did not match a heading in an Canadian authority record) are retained in the records.

Search Canadian authority file against LC adult only

In the catalogs at some libraries, the presence of Canadian headings in their bibliographic records creates duplicate and sometimes confusing index entries for patrons. These libraries may wish to consider choosing this option:

A3-9c.png

In this option, MARS 2.0 first matches the Canadian headings against the LC Authority File as if the headings had a 2nd indicator of 0 instead of 5.

For those headings that match a heading in the LC Authority File, the 2nd indicator is changed from 5 to 0.

Headings that match a cross-reference in LC are flipped to the established form of the heading and the 2nd indicator is again changed from 5 to 0.

After the matching is completed, all remaining Canadian headings (i.e., those that did not match a heading in an LC authority record) are retained in the records with the original 2nd indicator value of 5.

Or, you could choose that any Canadian headings that fail to match an LC authority record are removed from the bibliographic record.

Search Canadian 1st, LC 2nd

Some libraries prefer to search their Canadian authorities against the Canadian Authority File first. Any matches found will update the heading, but the 2nd indicator value will remain as 5.

However, unmatched Canadian authorities could then be searched against LC. Any matches found during this procedure would change the value of the 2nd indicator from 5 to 0:

A3-9d.png

In this option, MARS 2.0 processes would retain unmatched Canadian headings, with a 2nd indicator value of 5, to be searched at a later date by the library.

Matched headings for this option could either have a 2nd indicator value of 5 for matches found within Canadian or a 2nd indicator value of 0 for matches found within LC.

This option is particularly useful for libraries interested in updating and retaining their Canadian headings if possible, with the option to upgrade them to LC headings if there is no match during the first pass against Canadian, as the following examples on the next page show:

 
 LC n 79102766:
 100 1 $a Atwood, Margaret Eleanor, $d 1939-
 400 1 $a Atwood, Margaret, $d 1939-
 
 canadian authority 0100H2190:
 100 1 $a Atwood, Margaret, $d 1939-
 400 1 $a Atwood, Margaret
 400 1 $a Atwood, Margaret Eleanor
 400 1 $a Atwood, Margaret Eleanor, $d 1939-
 
 original canadian bib headings in sample records:
 (1) 100 1 $a Atwood, Margaret, $d 1939-
 (2) 700 1 $a Atwood, Margaret Eleanor, $d 1939-
 (3) 100 1 $a Atwood, Margaret
 (4) 700 1 $a Atwood, Margaret Eleanor
 
 The headings above would be converted as follows, based on authority match option selected.
 LC 1st, Canadian 2nd (LC preferred):
 (1) 100 1 $a Atwood, Margaret Eleanor, $d 1939-  LC updated heading
 (2) 700 1 $a Atwood, Margaret Eleanor, $d 1939-  LC matched heading
 (3) 100 1 $a Atwood, Margaret, $d 1939-         CAN updated heading
 (4) 700 1 $a Atwood, Margaret, $d 1939-         CAN updated heading
 
 Canadian 1st, LC 2nd (Canadian preferred):
 (1) 100 1 $a Atwood, Margaret, $d 1939-         CAN matched heading
 (2) 700 1 $a Atwood, Margaret, $d 1939-         CAN updated heading
 (1) 100 1 $a Atwood, Margaret, $d 1939-         CAN updated heading
 (2) 700 1 $a Atwood, Margaret, $d 1939-         CAN updated heading

links

3.1 - 3.2 - 3.3 - 3.4 - 3.5 - 3.6 - 3.7 - 3.8 - 3.9 - 3.10 - 3.11 - 3.12 - 3.13 - 3.15 - 3.16 - 3.17 - 3.18
1.0 - 2.0 - 3.0 - 4.0 - 5.0 - 6.0