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public:nnels:cataloguing:metadata-cleanup [2024/04/05 11:32]
robert.macgregor
public:nnels:cataloguing:metadata-cleanup [2024/04/08 09:56] (current)
robert.macgregor
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 ===3.1 Subject=== ===3.1 Subject===
  
-These are subject headings that will be applied to the item.  Currently we use FAST subject headings and copy catalogue them from OCLC The website is:  [[http://classify.oclc.org/classify2/]]+These are subject headings that will be applied to the item.  Currently we use FAST subject headings and copy catalogue them from MarcEdit via the Z39.50 module or from [[https://search.worldcat.org/ | WorldCat]].
  
-<note>Remove Subject Heading ''Blacks'' from any title. We no longer use the Subject Heading ''Blacks'' as it is a culturally outdated term. We do accept more precise Subject Headings including ''Black race'', ''Author, Black'', ''Women, Black'' etc. Check OCLC or LC for the appropriate Subject Heading to use for each title.</note>+<note>Remove Subject Heading ''Blacks'' from any title. We no longer use the Subject Heading ''Blacks'' as it is a culturally outdated term. We do accept more precise Subject Headings including ''Black race'', ''Author, Black'', ''Women, Black'' etc. Check [[https://search.worldcat.org/ | WorldCat]] or LC for the appropriate Subject Heading to use for each title.</note>
  
-  *Search by title.  If it is a pretty generic title you may get a lot of hits (hundreds), in which case include the author's last name in your search. +This is an important field that can be difficult at times.  There will usually be multiple entries.  We want at least one. 
-  *When searching OCLC, the item may not appear if the title we have includes series information Ex The two towers : the lord of the rings book 2.  Just search for The two towers+ 
-  *Sometimes the subtitle won't be in OCLC, so you won'get any results.  Ex:  The hobbit : there and back again.  If it doesn't show upjust search for The hobbit+We use FAST Subject Headings (and remove the rest).  They are essentially simplified Library of Congress (LoCSubject Headings.  Over time working with themthey will become easier to recognize and get a feel for.  Most of the timeFAST Subject Headings will just be copied directly from a source - the following discussion about LoC Subject Headings may come in handy for spotting FAST vsLoC Subject Headings, and also for times when you may need to convert LoC to FAST. 
-  *Some special characters will interfere with your OCLC search.  Ex:  Hit & run.  If the item doesn't show upsearch for Hit and run.  Even when replacing the "&" with "and", the result in OCLC may actually show up as Hit & run+ 
-  *After you find the titleclick on it and scroll down to FAST Subject Headings+FAST Subject Headings are usually comprised of a single term, whereas LoC Subject Headings tend towards multiple terms. 
-  *Copy and paste each Heading into the Subject field - separate each one with a comma.  Ex:  AssassinsFugitives from justiceUnited States + 
-  *If the Heading contains a commathen it must be enclosed in quotation marks.  Ex:  "KellerJohn (Fictitious character)+An LoC term may look like this:\\ 
-  *The Usage Count tells you how many libraries use each particular heading.  Sometimes there will be a list of headings that have a Usage Count of 1 (while the others have hundreds or thousands) if there are lot of these 1s then they can be omitted if there are bunch of more used ones+**Refugees%%--%%Cambodia** 
-  *If you can't find any Subject headings to copy and pastetry to find something similar and take one or two that fit.  If the item is part of series, you can probably take one from one of the other books. + 
-  *If a record set comes with BISAC terms those should be keptYou can find full list of terms on the BISAC website at [[https://bisg.org/page/BISACEdition|Complete BISAC Subject Headings List2021 Edition]] +FAST would handle it this way:\\ 
-  *LCSH terms can be used if FAST terms are difficult to findor at cataloguer's discretion if it would speed up the process significantly (for example if a large record set comes with robust LCSH terms already attached) A lot of FAST terms are deconstructed LCSH terms+**Refugees**\\ 
 +**Cambodia**\\ 
 + 
 +Essentially splitting the Subject Heading into terms. 
 + 
 +There are also instances where FAST can have multiple terms as well
 + 
 +LoC term:\\ 
 +**Women%%--%%Social conditions** 
 + 
 +FAST term:\\ 
 +**Women%%--%%Social conditions** 
 + 
 +This is generally rare as most FAST headings are just a single term (as in the Cambodia example above, so you can'just do this all the time), but you will see certain terms again and again (for example, **Murder%%--%%Investigation** is common for mystery novels). 
 + 
 +You can check [[https://fast.oclc.org/searchfast/ | searchFAST]] to verify how certain terms are handled.  Over time you will learn to spot which Subject Headings are likely to use 2 termsbut searchFAST is always a good resource for this
 + 
 +Also be aware that some FAST syntaxes are different than LoC.  For example, place names. 
 + 
 +LoC:  **Georgia (Atla.)**\\ 
 +FAST:  **Atlanta%%--%%Georgia** 
 + 
 +LoC is City first with State/Province/Country in parentheses.  FAST is State/Province/Country%%--%%City.  So, take care when manually converting LoC subject terms to FAST.  There are also other differences, for example when dealing with people's names and their birth and death datesand when dealing with named events (for example the Vietnam War).  Again, use [[https://fast.oclc.org/searchfast/ | searchFAST]] to get the general syntax, and then you will know going forward. 
 + 
 +The majority of FAST terms can simply be derived from LoC terms by just taking the first part of the LoC subject term.  This is most apparent when it comes to fiction.\\ 
 +LoC adds the term %%--%%Fiction at the end of subject terms for works of fictionFor example:\\ 
 +**Missing persons%%--%%Fiction**\\ 
 +The FAST term would just be:\\ 
 +**Missing persons** 
 + 
 +**Where to find FAST subject terms** 
 + 
 +OCLC Classify was the best place to get these termshowever it has shut down.  These are generally the easiest alternatives, however if I can find something that works better I will incorporate it
 + 
 +1.  Z39.50.  The best way to search for records in Z39.50 is by using the ISBN.  This will generally return multiple records for the same item.  Check each record until you find one with FAST subject headings.  If the records for a particular ISBN don't have FAST subject headings, try different ISBNs (ie:  Paperback vs. Hard cover vs. Large print vs. Audiobook vs. etc.).  Failing thatsearch via title and author. Searching via title often yields pages of irrelevant records.  If you must use a title searchuse the AND operator and second search box to search for author Name. 
 + 
 +2.  [[https://search.worldcat.org/ | WorldCat.org]] - This is probably the better betand faster.  This OCLC website allows you to search by title and/or author.  It will return separate entries for each form of the item (ie:  printaudiobook, ebook, etc.) Generally the print entries are the best to use
 + 
 +After searching, click on the result and in the result page click on "Show more information" to get a variety of information, including subject headings (listed as "Subjects") - the first few subject headings will show on-screen.  Click "Show more" to see all of them. 
 + 
 +Subject headings will be a mix of LoC, FAST, French, BISAC, and more.  FAST will become recognizable with experience.  Here is an annotated screenshot of the subject headings for Gone Girl (Gillian Flynn): 
 + 
 +{{:public:nnels:cataloguing:worldcat_subjects_gone_girl.png?600|}} 
 + 
 +FAST subject headings are marked with a Green Star.  Notice that LoC terms are similar - in this case they just have the term Fiction at the end. 
 + 
 +The terms that WorldCat provides do not have subfields or double dashes (%%--%%), however when there is capitalized word (ie:  "Fiction" in the LoC examples) that usually indicates break in the Subject Heading
 + 
 +Note:  Wives Crimes against.  This is a FAST term and by noticing the capitalization of Crimeswe can tell that the form should be "Wives%%--%%Crimes" against.  That will need to be changed when copied into the Subject field in Drupal.  Moving forward, "&&--&&Crimes against" is now recognizable as secondary FAST term that you can spot in the future. 
 + 
 +You may also see terms that identify the genre of the item.  This is what the Genre field is for, and so can be omitted in the Subject field In the past, before LoC created genre taxonomy, genre terms were put in the Subject fieldbut that is an outdated method.  BISAC terms are also genre identifying so can be left out.  However, these terms are a good guide as to what the genre isand so can be helpful in creating the Genre Terms. 
 + 
 +For example you may omit this term from the Subject field: 
 + 
 +**Detective and mystery fiction**\\ 
 + 
 +There are also deprecated LoC terms to keep an eye out for some of the old Genre terms for fiction ended in "stories" but the new ones end in "fiction" - for example: 
 + 
 +**Detective and mystery stories**\\ 
 +**Romance stories**\\ 
 +**Love stories**\\ 
 + 
 +These can be omitted as well.
  
 === Indigenous Subject Headings === === Indigenous Subject Headings ===
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   *Adult - for adult material.   *Adult - for adult material.
   *Sometimes it isn't entirely clear which one to use - there is crossover, especially in Juvenile and Adolescent.   *Sometimes it isn't entirely clear which one to use - there is crossover, especially in Juvenile and Adolescent.
-  *The abstract should give you an idea of who the audience is.+  *The Abstract should give you an idea of who the audience is.
   *If you know authors, then they should give you an idea as well (especially children and teen authors).   *If you know authors, then they should give you an idea as well (especially children and teen authors).
   *At the bottom of the OCLC page for the item, there are links to WorldCat pages for them - these will often have useful information about audience.   *At the bottom of the OCLC page for the item, there are links to WorldCat pages for them - these will often have useful information about audience.
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 This field only needs one entry, but can have as many as necessary separated by a comma. This field only needs one entry, but can have as many as necessary separated by a comma.
  
-  *Here is a list of Genre terms with descriptions: [[public:nnels:cataloguing:metadata-cleanup:genre|NNELS Genre Taxonomy]] +  *Here is a list of Genre terms with descriptions:  {{ :public:nnels:cataloguing:nnels_genre_terms_20240401.xlsx | NNELS Genre Terms}} 
-  *It is important to ONLY use those terms.  The field will auto-populate in Drupal.  If an incorrect genre terms is used, then Drupal will include that term in the list that it auto-populates from - it is time consuming to get rid of those incorrect terms periodically.+  *It is important to only use those terms.  The field will auto-populate in Drupal - so you can start typing and then select the correct term from the dropdown menu.
   *There are terms specifically for Non-fiction, and terms specifically for Fiction.   *There are terms specifically for Non-fiction, and terms specifically for Fiction.
-  *Most times a single genre is fine, sometimes multiple genres are better.  Ex:  Science fiction, Apocalyptic fiction might be better than just Science fiction.  The same applies to nonfiction.  Ex:  I would use History, Medicine, Health and Fitness for a history of medicine and medical procedures (in fact I did!).  Just use the least necessary to accurately describe the item.+  *Most times a single genre is fine, sometimes multiple genres are better.  Ex:  Science fiction, Apocalyptic fiction might be better than just Science fiction.  The same applies to nonfiction.  Ex:  I would use History and geography, Medicine, health and fitness for a history of medicine and medical procedures (in fact I did!).  Just use the least necessary to accurately describe the item.
   *There are genre terms that should be added to describe the form or type of the item in addition to what it's about.  Ex:  Fantasy fiction, Comics (Graphic works) would be a fantasy graphic novel; Music, Nonfiction comics, Biographies and autobiographies would be a biography about a musician or musical group told in a graphic, comic book style format.   *There are genre terms that should be added to describe the form or type of the item in addition to what it's about.  Ex:  Fantasy fiction, Comics (Graphic works) would be a fantasy graphic novel; Music, Nonfiction comics, Biographies and autobiographies would be a biography about a musician or musical group told in a graphic, comic book style format.
   *There are genre terms that signify special content that should be added as needed.  These are Canadian fiction, Canadian nonfiction, Canadian drama, Canadian poetry, French language materials, Indigenous materials, Juvenile fiction, Juvenile nonfiction, Young adult fiction, Young adult nonfiction.   *There are genre terms that signify special content that should be added as needed.  These are Canadian fiction, Canadian nonfiction, Canadian drama, Canadian poetry, French language materials, Indigenous materials, Juvenile fiction, Juvenile nonfiction, Young adult fiction, Young adult nonfiction.
-  *Canadian genre terms are for books by Canadian authors or about Canadian subjects.  Same with Indigenous materials.+  *Canadian genre terms are for books by Canadian authors or about Canadian subjects.  Same idea with Indigenous materials.
  
 ===Genre tips=== ===Genre tips===
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   *Juvenile fiction can be tough because it's usually a big combination of Humorous fiction, Magical realist fiction, Science fiction, Fantasy fiction, Detective and mystery fiction, etc.  So instead of trying to pin it down, just use Juvenile fiction.  This also prevents juvenile results from showing up when patrons looks for adult genre books like mystery or science fiction.  Genres that should be added to Juvenile fiction should be things like Comics (Graphic works), Picture books, Choose-your-own stories, and Canadian fiction and Indigenous materials.   *Juvenile fiction can be tough because it's usually a big combination of Humorous fiction, Magical realist fiction, Science fiction, Fantasy fiction, Detective and mystery fiction, etc.  So instead of trying to pin it down, just use Juvenile fiction.  This also prevents juvenile results from showing up when patrons looks for adult genre books like mystery or science fiction.  Genres that should be added to Juvenile fiction should be things like Comics (Graphic works), Picture books, Choose-your-own stories, and Canadian fiction and Indigenous materials.
   *Young adult items should be treated like adult books, in that they should get full genre treatment.  This is because young adult material tends to be more focused in its content, and also adults read them.   *Young adult items should be treated like adult books, in that they should get full genre treatment.  This is because young adult material tends to be more focused in its content, and also adults read them.
-  *Picture books are specifically for children's picture books.+  *Picture books are specifically for children's picture books (sometimes these may be non-fiction).
   *If unsure, picture books can be identified in the WorldCat description - they are often around 30 pages long, the pages are unnumbered, are illustrated, and often over-sized.  Ex from WorldCat Description field:  36 unnumbered pages : colour illustrations ; 24 cm.   *If unsure, picture books can be identified in the WorldCat description - they are often around 30 pages long, the pages are unnumbered, are illustrated, and often over-sized.  Ex from WorldCat Description field:  36 unnumbered pages : colour illustrations ; 24 cm.
-  *If you can't figure out the genre, or it doesn't fit any of the categories, use Literature - only for fiction+  *If you can't figure out a novel'genre, or it doesn't fit any of the categories, use General fiction.
- +
-=====General tips===== +
- +
-  *Sometimes the record won't save properly when you click on Save.  Click on View changes first, then hit Save. +
- +
-====Fix invalid characters in Drupal==== +
- +
-Sometimes when a record set is uploaded to Drupal there will be invalid characters (they will generally show up as a string of random nonsense characters).  This has to do with character encoding - MarcEdit uses Mark8 format and Drupal uses UTF8.  It is rarely a problem, but converting the character encoding should fix it.  This can be done in MarcEdit in Marc Tools when converting MRK to MRC or MRC to XML - just make sure "Default Character Encoding" is set to Mark8 and the "Translate to UTF8" box is ticked.+
public/nnels/cataloguing/metadata-cleanup.1712341937.txt.gz · Last modified: 2024/04/05 11:32 by robert.macgregor