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public:nnels:cataloguing:metadata-cleanup [2020/02/28 13:44]
robert.macgregor
public:nnels:cataloguing:metadata-cleanup [2023/09/20 09:34] (current)
robert.macgregor
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   *Once you login, you should see a link called ''Shortcuts'' at the top of the page   *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).   *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]].+  **Select a Record Set* to work on. Refer to the [[public:nnels: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.   *Click on the ''edit'' link (in the far right column) for a particular book in order to edit it.
  
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 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.
  
-Select a Record Set to work on. Refer to the [[public:nnels:publishing:projects:cataloguing:metadata-cleanup:completed-records|Completed Records Set page]].+Select a Record Set to work on. Refer to the [[public:nnels:cataloguing:metadata-cleanup:completed-records|Completed Records Set page]].
  
 ====1 Basic Details==== ====1 Basic Details====
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 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 OCLC.  The website is:  [[http://classify.oclc.org/classify2/]]
 +
 +<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 We no longer use the Subject Heading ''Blacks'' as it is a culturally outdated term.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>
  
   *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.   *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.
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   *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 a lot of these 1s then they can be omitted if there are a bunch of more used ones.   *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 a lot of these 1s then they can be omitted if there are a bunch of more used ones.
   *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.   *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.
 +  *If a record set comes with BISAC terms those should be kept. You can find a full list of terms on the BISAC website at [[https://bisg.org/page/BISACEdition|Complete BISAC Subject Headings List, 2021 Edition]]
 +  *LCSH terms can be used if FAST terms are difficult to find, or 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
 +
 +=== Indigenous Subject Headings ===
 +
 +Replace outdated subject headings with more up-to-date terminology pulled from one of the following sources:
 +  * [[https://docs.google.com/spreadsheets/d/1qWWY5549qnS69_LpHEL7_XeiuyrX3onr58I4u3jrj5c/edit#gid=416984343|GVPL's Indigenous Subject Headings]]
 +  * [[https://xwi7xwa.library.ubc.ca/collections/indigenous-knowledge-organization/|X̱wi7x̱wa Library Subject Headings]]
 +  * [[https://main.lib.umanitoba.ca/indigenous-subject-headings|Manitoba Archival Information Network (MAIN) Subject Headings]]
 +
 +Refer to the Greater Victoria Public Library's (GVPL) list first.
 +
 +Use the following guidelines when working with Indigenous subject headings:
 +  * Use "Indigenous" for original peoples in all areas. 
 +  * 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. 
 +  * "Indigenous peoples" should be followed by a geographic qualifier
 +  * If materials identify people specifically as "Métis" or "Michif," use the subject heading "Métis." Otherwise, use "Indigenous peoples -- Mixed descent."
 +  * Use the LCSH "Indian(s)" headings as pattern examples and examples of geographic subdivision
 +  * Whenever possible, add a geographic subdivision, broad (North America) or narrow (British Columbia -- Victoria). Add even if not in original heading (if one can be determined).
 +
 +The following are generalized workflow guidelines:
 +  * Remove the most culturally inappropriate headings from the catalogue; term "Indians" is a common one encountered in LCSH; "Indigenous" is the more current and appropriate term
 +  * Remove "Indian" from the names of Indigenous groups (example: use Dene Tha' not Dene Tha' Indians)
 +  * 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, not Iroquois)
 +  * This also means if the preferred form of the name as identified by the group includes the term "Indian," we can keep it in place. This may be more common with US Indigenous groups, as "American Indian" is typically viewed as acceptable by many Indigenous nations.
 +  * In some cases, in order to use more appropriate terminology, you may have to replace a subdivision with a first level heading (example might be the use of "Residential schools" as a subdivision)
 +  * 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 "folklore," "mythology," or "legends" ; the content found within these items may have spiritual and religious roots and should get a "Religion" subject heading instead.
 +
  
 ===3.2 Audience=== ===3.2 Audience===
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   *Delete characters that aren't displaying properly - sometimes there will be squares or other special characters that aren't correct.   *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.   *Fix any spacing errors or missing punctuation or "&tbsp"s that appear.
 +  *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).  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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 This is generally fine.  Items that aren't in English may have to have their language properly selected.  When working with a non-English record set, if the first handful of items have the language correctly set, you can assume that the rest are ok. This is generally fine.  Items that aren't in English may have to have their language properly selected.  When working with a non-English record set, if the first handful of items have the language correctly set, you can assume that the rest are ok.
- 
  
 ====4 Genre / Formats==== ====4 Genre / Formats====
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 Only one category can be picked. Only one category can be picked.
  
-  *Only use Non-fiction, Fiction, Comic strip, Drama, Short story, Poetry.+  *Only use Non-fiction, Fiction, Drama, Short story, Poetry.
   *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.  Not for children's picture books. 
   *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.
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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:publishing:projects:cataloguing:metadata-cleanup:genre|NNELS Genre Taxonomy]]+  *Here is a list of Genre terms with descriptions: [[public:nnels:cataloguing:metadata-cleanup:genre|NNELS Genre Taxonomy]]
   *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.
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   *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 book 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 with Indigenous materials.
-  *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.
-  *Biographies and autobiographies coves memoirs as well as biographies. +  *Biographies and autobiographies covers memoirs as well as biographies. 
-  *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), Nonfiction comics, Picture books, Choose-your-own stories.+  *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.
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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.
 +
 +====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.1582926290.txt.gz · Last modified: 2020/02/28 13:44 by robert.macgregor