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public:nnels:cataloguing:metadata-cleanup [2020/02/28 13:32]
robert.macgregor [1 Basic Details] 		public:nnels:cataloguing:metadata-cleanup [2020/02/28 13:45]
robert.macgregor
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 =====Fixing a Record in Drupal Step by Step===== =====Fixing a Record in Drupal Step by Step=====
 +
 +====Logging In and Selecting Records to Edit====
 +
 +  *Login at https://nnels.ca using your account information
 +  *Once you login, you should see a link called ''Shortcuts'' at the top of the page
 +  *Click on ''Summary/Subjects Editor'' in the drop-down menu. This will take you to a list of all our repository items (book records).
 +  **Select a Record Set* to work on. Refer to the [[public:nnels:publishing:projects:cataloguing:metadata-cleanup:completed-records|Completed Records Set page]].
 +  *Click on the ''edit'' link (in the far right column) for a particular book in order to edit it.
 +
 +====Editing Records====
  
 These fields are all mandatory.  This is the order I do things in. These fields are all mandatory.  This is the order I do things in.
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 ====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.  If the information needs to be added or if it looks wrong, some sources to find the right information are:  Google, Goodreads, Worldcat, OCLC Classify, publisher's website.+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.  If the information needs to be added or if it looks wrong, some sources to find the right information are:  OCLC Classify (first place to look, as it should have the name authority) Google, Goodreads, Worldcat, publisher's website.
  
 ===2.1 Creator=== ===2.1 Creator===
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   *If the item is a collection of short stories, it is sufficient to put in the editor's name.  Again, one line per editor.   *If the item is a collection of short stories, it is sufficient to put in the editor's name.  Again, one line per editor.
   *Some items are created by non-human entities, like corporations.  This may come up with academic printing presses or conference proceedings.  Use the corporate name.  Ex. University of Alberta Press   *Some items are created by non-human entities, like corporations.  This may come up with academic printing presses or conference proceedings.  Use the corporate name.  Ex. University of Alberta Press
-  *The OCLC website (discussed below) includes authorship - so this might clear up any confusion if their is any.+  *The OCLC website (discussed below) includes authorship - so this might clear up any confusion if there is any.
  
 ===2.2 DC Contributor=== ===2.2 DC Contributor===
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   *If the abstract is empty or isn't right, find a summary and copy and paste it in.  Amazon, WorldCat, Goodreads, and the publisher's site are good places to find them.   *If the abstract is empty or isn't right, find a summary and copy and paste it in.  Amazon, WorldCat, Goodreads, and the publisher's site are good places to find them.
 +  *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 "&tbsp"s that appear.
   *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).  This gets rid of any formatting like italics, bold, etc.   *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).  This gets rid of any formatting like italics, bold, etc.
  
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   *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.  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.
   *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, Science 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, 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.
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   *Special genres should be added redundantly.  Ex:  Poetry, Canadian poetry would allow a patron to find the item using different search avenues - whether they are looking for Canadian poetry or whether they are trying to find poetry in general.   *Special genres should be added redundantly.  Ex:  Poetry, Canadian poetry would allow a patron to find the item using different search avenues - whether they are looking for Canadian poetry or whether they are trying to find poetry in general.
  
-Genre tips:+===Genre tips===
  
   *Literary arts is used for books about books, criticism, libraries, etc.  It is also for books about authors.  Ex:  Literary arts, Biographies and autobiographies would be a biography about an author.   *Literary arts is used for books about books, criticism, libraries, etc.  It is also for books about authors.  Ex:  Literary arts, Biographies and autobiographies would be a biography about an author.
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   *Sometimes the record won't save properly when you click on Save.  Click on View changes first, then hit Save.   *Sometimes the record won't save properly when you click on Save.  Click on View changes first, then hit Save.
- 
----- 
- 
-==== Ignore this for now: ==== 
- 
-====== How to Clean Up Book Metadata in Drupal  ====== 
- 
-  - Login at https://nnels.ca using your account information 
-  - Once you login, you should see a link called ''Shortcuts'' at the top of the page 
-  - Click on ''Summary/Subjects Editor'' in the drop-down menu. This will take you to a list of all our repository items (book records). 
-    - 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:nnels:publishing:projects:cataloguing:metadata-cleanup:completed-records|Completed Records Set page]].  
-  - Click on the ''edit'' link (in the far right column) for a particular book in order to edit it. 
-  - This will take you to the book record. The two tabs that are of most concern are ''Genre/Formats'' and ''Subjects/Descriptors''.  
-  - 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:nnels:publishing:projects:cataloguing:metadata-cleanup:genre|NNELS Genre Taxonomy]]. 
-    - **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 "specialised", please don't use "specialised") 
-    - **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 ''Basic Details'' tab. If you notice that the **Title** of a book contains weird formatting or is missing punctuation - please fix this to the correct title! Also, we prefer to use sentence case for titles. 
-    - Click on the ''Creators/Contributors'' tab. If you notice that the **Creator** field of a book is empty - please add the author's name(s) in the Creator field in "Last name, First name" format 
-===== Assigning Genres ===== 
- 
-Select from the genre terms found on [[public:nnels:publishing:projects:cataloguing:metadata-cleanup:genre|this page]] of the wiki. 
- 
-===== Assigning Subject Keywords ===== 
- 
-[[http://classify.oclc.org/classify2/|OCLC Classify]] 
- 
-Use OCLC Classify to help you assign subject keywords to books. Use the **FAST Subject Headings**.  
- 
-For example, the [[http://classify.oclc.org/classify2/ClassifyDemo?search-title-txt=reluctant%20communist&startRec=0|FAST Subject Headings for The Reluctant Communist]] are: Manners and customs, Korea (North), "Jenkins, Charles Robert, 1940-", Military deserters, United States, Americans, Defectors, "Korean War (1950-1953)" 
- 
-===== 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://www.worldcat.org/|WorldCat]] 
-  * Public library catalogues, i.e. [[https://vpl.bibliocommons.com|Vancouver Public Library]] 
-  * Evergreen - you can search for a title in Evergreen and view the MARC records created by many other libraries 
- 
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public/nnels/cataloguing/metadata-cleanup.txt · Last modified: 2024/04/08 09:56 by robert.macgregor

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