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public:nnels:cataloguing:metadata-cleanup [2019/01/11 10:23] robert.macgregor |
public:nnels:cataloguing:metadata-cleanup [2024/04/08 09:56] robert.macgregor |
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- | ====== How to Clean Up Book Metadata | + | =====Fixing a Record |
- | - Login at https:// | + | ====Logging In and Selecting Records to Edit==== |
- | - Once you login, you should see a link called '' | + | |
- | - Click on '' | + | |
- | - You can change the search criteria to only display books that are missing any or all of: subjects, summaries, genres, literary format, and audience. | + | |
- | - **Select a Record Set** to work on. Refer to the [[public: | + | |
- | - Click on the '' | + | |
- | - This will take you to the book record. The two tabs that are of most concern are '' | + | |
- | - You want to check that there’s data in all of these fields: | + | |
- | - **Genre** - the terms must be separated by commas; select Genre terms from the [[public: | + | |
- | - **Literary Format** - select one from the drop-down menu | + | |
- | - **Subject** - use FAST headings (below); the subject terms must be separated by commas; if the term contains commas then it must be surrounded by double quotation marks | + | |
- | - **Audience** - select one from the drop-down menu (except " | + | |
- | - **Abstract** - you can copy and paste from Amazon, WorldCat, or the publisher’s website; clear all formatting when done (highlight text and click that white eraser icon) | + | |
- | - Other fields to check data for: | + | |
- | - Click on the '' | + | |
- | - Click on the '' | + | |
- | ===== Assigning Genres ===== | + | |
- | Select from the genre terms found on [[public: | + | *Login at https:// |
+ | *Once you login, you should see a link called '' | ||
+ | *Click | ||
+ | ***Select a Record Set** to work on. Refer to the [[public: | ||
+ | *Click on the '' | ||
- | ===== Assigning Subject Keywords ===== | + | ====Editing Records==== |
- | + | ||
- | [[http:// | + | |
- | + | ||
- | Use OCLC Classify to help you assign subject keywords to books. Use the **FAST Subject Headings**. | + | |
- | + | ||
- | For example, the [[http:// | + | |
- | + | ||
- | ===== Assigning Data to Other Fields===== | + | |
- | + | ||
- | For assigning missing audience, literary format, and other metadata to NNELS records, we recommend using the following resources to help you out: | + | |
- | + | ||
- | * [[http:// | + | |
- | * Public library catalogues, i.e. [[https:// | + | |
- | * Evergreen - you can search for a title in Evergreen and view the MARC records created by many other libraries | + | |
- | + | ||
- | ---- | + | |
- | + | ||
- | =====Fixing a Record in Drupal Step by Step===== | + | |
These fields are all mandatory. | These fields are all mandatory. | ||
+ | Select a Record Set to work on. Refer to the [[public: | ||
====1 Basic Details==== | ====1 Basic Details==== | ||
===1.1 Title=== | ===1.1 Title=== | ||
- | |||
- | This is the only entry that needs to be looked at. | ||
*Leave articles (the, a, an) at the front of the title. | *Leave articles (the, a, an) at the front of the title. | ||
*Only capitalize the first word of the title and proper names. | *Only capitalize the first word of the title and proper names. | ||
*Use a colon to separate any subtitle from the title (space, colon, space). | *Use a colon to separate any subtitle from the title (space, colon, space). | ||
- | *If the title has a reference to the series and it's position in the series, use " | + | |
====2 Creators / Contributors==== | ====2 Creators / Contributors==== | ||
- | This information should already be in the record, but it needs to be looked at quickly to make sure it is actually there, and is in the right format. | + | This information should already be in the record, but it needs to be looked at quickly to make sure it is actually there, and is in the right format. |
===2.1 Creator=== | ===2.1 Creator=== | ||
Line 70: | Line 39: | ||
*If the item is a collection of short stories, it is sufficient to put in the editor' | *If the item is a collection of short stories, it is sufficient to put in the editor' | ||
*Some items are created by non-human entities, like corporations. | *Some items are created by non-human entities, like corporations. | ||
- | *The OCLC website | + | *[[https:// |
===2.2 DC Contributor=== | ===2.2 DC Contributor=== | ||
- | This is a contributor who is not the author. | + | This is a contributor who is not the author. |
*The same rules that applied to Creator apply here. | *The same rules that applied to Creator apply here. | ||
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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 | + | 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:// |
+ | |||
+ | < | ||
+ | |||
+ | This is an important field that can be difficult at times. | ||
+ | |||
+ | We use FAST Subject Headings (and remove the rest). | ||
+ | |||
+ | FAST Subject Headings are usually comprised of a single term, whereas LoC Subject Headings tend towards multiple terms. | ||
+ | |||
+ | An LoC term may look like this:\\ | ||
+ | **Refugees%%--%%Cambodia** | ||
+ | |||
+ | FAST would handle it this way:\\ | ||
+ | **Refugees**\\ | ||
+ | **Cambodia**\\ | ||
+ | |||
+ | Essentially splitting the Subject Heading into 2 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't 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:// | ||
+ | |||
+ | 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/ | ||
+ | |||
+ | 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 fiction. For 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 terms, however it has shut down. These are generally the easiest alternatives, | ||
+ | |||
+ | 1. Z39.50. The best way to search for records in Z39.50 | ||
+ | |||
+ | 2. [[https://search.worldcat.org/ | WorldCat.org]] - This is probably the better bet, and faster. | ||
+ | |||
+ | After searching, click on the result and in the result page click on "Show more information" | ||
+ | |||
+ | Subject headings will be a mix of LoC, FAST, French, BISAC, and more. FAST will become recognizable with experience. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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 a capitalized word (ie: " | ||
+ | |||
+ | Note: Wives Crimes against. | ||
+ | |||
+ | 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. | ||
+ | |||
+ | 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 " | ||
+ | |||
+ | **Detective and mystery stories**\\ | ||
+ | **Romance stories**\\ | ||
+ | **Love stories**\\ | ||
+ | |||
+ | These can be omitted as well. | ||
+ | |||
+ | === Indigenous Subject Headings === | ||
+ | |||
+ | Replace outdated subject headings with more up-to-date terminology pulled from one of the following sources: | ||
+ | * [[https:// | ||
+ | * [[https:// | ||
+ | * [[https:// | ||
+ | |||
+ | Refer to the Greater Victoria Public Library' | ||
+ | |||
+ | Use the following guidelines when working with Indigenous subject headings: | ||
+ | * Use " | ||
+ | * In Canada, Indigenous refers to First Nations, Métis, and Inuit collectively. Use First Nations, Métis, or Inuit for materials about those groups specifically and individually. | ||
+ | * First Nations and Métis do not require a geographic qualifier for Canada, as those terms are only in use for people within Canada, but may have a geographic qualifier for provinces or cities. | ||
+ | * Inuit requires a geographic qualifier for Canada, as the term can also apply to peoples in Greenland and Alaska. | ||
+ | * " | ||
+ | * If materials identify people specifically as " | ||
+ | * Use the LCSH " | ||
+ | * Whenever possible, add a geographic subdivision, | ||
+ | |||
+ | The following are generalized workflow guidelines: | ||
+ | * Remove the most culturally inappropriate headings from the catalogue; term " | ||
+ | * Remove " | ||
+ | * If a name of an Indigenous group is not on any of the 3 lists above, the general guideline would be to search for the preferred form of the name as identified by the groups themselves or Indigenous reference sources (example would be to use Haudenosaunee, | ||
+ | * This also means if the preferred form of the name as identified by the group includes the term " | ||
+ | * In some cases, in order to use more appropriate terminology, | ||
+ | * Follow established rules in LC for geographic subdivisions ; example would be Indigenous peoples -- Civil Rights -- Canada or Indigenous peoples -- Canada -- Claims | ||
+ | * Be mindful when cataloguing items which use " | ||
- | *Search by title. | ||
- | *When searching OCLC, the item may not appear if the title we have includes series information. | ||
- | *Sometimes the subtitle won't be in OCLC, so you won't get any results. | ||
- | *Some special characters will interfere with your OCLC search. | ||
- | *After you find the title, click on it and scroll down to FAST Subject Headings. | ||
- | *Copy and paste each Heading into the Subject field - separate each one with a comma. | ||
- | *If the Heading contains a comma, then it must be enclosed in quotation marks. | ||
- | *The Usage Count tells you how many libraries use each particular heading. | ||
- | *If you can't find any Subject headings to copy and paste, try to find something similar and take one or two that fit. If the item is part of a series, you can probably take one from one of the other books. | ||
===3.2 Audience=== | ===3.2 Audience=== | ||
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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 | + | *The Abstract |
*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. | ||
Line 114: | Line 178: | ||
*If the abstract is empty or isn't right, find a summary and copy and paste it in. Amazon, WorldCat, Goodreads, and the publisher' | *If the abstract is empty or isn't right, find a summary and copy and paste it in. Amazon, WorldCat, Goodreads, and the publisher' | ||
+ | *Delete characters that aren't displaying properly - sometimes there will be squares or other special characters that aren't correct. | ||
+ | *Fix any spacing errors or missing punctuation or "& | ||
+ | *Replace any words or phrases in all caps with sentence case. Screen readers may read each letter rather than the entire word if in all caps. | ||
*After pasting in the summary, or if there is one already present, highlight the whole thing and click the Remove Format button (the icon is a white eraser between the quotation marks and the Omega symbol). | *After pasting in the summary, or if there is one already present, highlight the whole thing and click the Remove Format button (the icon is a white eraser between the quotation marks and the Omega symbol). | ||
Line 119: | Line 186: | ||
This is generally fine. Items that aren't in English may have to have their language properly selected. | This is generally fine. Items that aren't in English may have to have their language properly selected. | ||
- | |||
====4 Genre / Formats==== | ====4 Genre / Formats==== | ||
Line 129: | Line 195: | ||
Only one category can be picked. | Only one category can be picked. | ||
- | *Only use Non-fiction, | + | *Only use Non-fiction, |
*Don't use the other formats. | *Don't use the other formats. | ||
*Non-fiction and Fiction should be obvious. | *Non-fiction and Fiction should be obvious. | ||
- | *Comic strip is for comics and graphic novels. | ||
*Drama is for plays. | *Drama is for plays. | ||
*Short story is for a single short story or a collection of short stories. | *Short story is for a single short story or a collection of short stories. | ||
Line 141: | Line 206: | ||
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: | + | *Here is a list of Genre terms with descriptions: |
- | *It is important to ONLY use those terms. | + | *It is important to only use those terms. |
*There are terms specifically for Non-fiction, | *There are terms specifically for Non-fiction, | ||
- | *Sometimes | + | *Most times a single genre is fine, sometimes multiple genres are better. |
- | *There are genre terms that should be added to describe the form or type of the item in addition to what it's about. | + | *There are genre terms that should be added to describe the form or type of the item in addition to what it's about. |
*There are genre terms that signify special content that should be added as needed. | *There are genre terms that signify special content that should be added as needed. | ||
- | *Canadian genre terms are for book by Canadian authors or about Canadian subjects. | + | *Canadian genre terms are for books by Canadian authors or about Canadian subjects. |
- | *Special genres should be added redundantly. | + | |
- | Genre tips: | + | ===Genre tips=== |
- | *Literary arts is used for books about books, criticism, libraries, etc. It is also for books about authors. | + | *Literary arts is used for books about books, criticism, libraries, etc. It is also for books about authors. |
- | *For autobiographies/memoirs, use both Autobiographies and Biographies. | + | *Biographies and autobiographies |
- | *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. | + | *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. |
*Young adult items should be treated like adult books, in that they should get full genre treatment. | *Young adult items should be treated like adult books, in that they should get full genre treatment. | ||
- | *Picture books are specifically for children' | + | *Picture books are specifically for children' |
- | *If you can't figure out the genre, or it doesn' | + | *If unsure, picture books can be identified in the WorldCat description - they are often around 30 pages long, the pages are unnumbered, are illustrated, |
- | + | *If you can't figure out a novel' | |
- | + | ||
- | =====General tips===== | + | |
- | + | ||
- | *Sometimes the record won't save properly when you click on Save. Click on View changes first, then hit Save. | + |