MARC authority app

Current Capabilities (as of Poppy release) 

  • Search / Browse authority records
    • Powered by Open Search 
    • Search options: Personal name, Corporate/Conference name, Name-title, Subjects, Children's subject, Geographic name, Genre
    • Advanced search: Supports Boolean 
    • Search Sort | Relevance (default), Authorized/Reference , Heading/Reference, Type of heading
    • Search Facets | Authority source , Type of heading, Thesaurus,  Exclude See also, Exclude See from, Date created, Date updated
    • Browse options: Personal name, Corporate/Conference name, Name-title, Subjects, Children's subject, Geographic name, Genre
    • Browse Facets | Authority source , Type of heading, Exclude See from, 
  • Edit MARC authority records via quickMARC
    • Shortcut keys to edit, save record, and navigate subfields across a text field box
  • Manual/Automate link MARC bib fields to authority headings
    • Edit authority record will also update linked MARC bib fields too 
    • Automate: tenant configure automate linkable fields 
  • Export authority records (.mrc - full MARC records) / (csv - just UUIDs) 
  • Delete authority records via UI
  • Data import: Create and update MARC authority records 
  • Authority control report: Authority headings change report (.csv) and Failed linked bibs report (.csv)

Data import use

  • DO NOT load the same record twice. Unlike Sierra, FOLIO does not have separate indexes. 
  • To create MARC authority records
    • You may use the default job profile:  Default - Create SRS MARC Authority
      • To prevent duplicates, create and attach a match profile to the job profile 
      • AND attach the Create SRS MARC authority record action profile to Non-matches section
    • OR you can create a new job profile and do not change - default job profile:  Default - Create SRS MARC Authority
  • To update MARC authority records > Create your own job profile
    • Create a match profile (can match on any field i.e. 010 $a or 001 or 999 ff $s/$i). 
  • Authority control
    • Data import authority 1XXs updates will also update linked bib fields
      • Depending on the change, it may unlink the bib fields
        • Example 1:  Updated Authority 100 removed subfield t thus bib field 240 (which requires a subfield t) will no longer be linked
      • It should not significantly impact data import as it is using a different service to update bib records. 
    • Data import authority 010 $a updates > will also update linked bib fields $0 (SEE Rules for handling 010 (MARC authority - 1XX)
    • Data import linked bib field updates
      • If $0 is removed then bib field will be unlinked
      • If $0 is edited then bib field will be unlinked 
      • Possibility that duplicate bib fields are created for repeatable fields  

Data export > Save all UUIDs via API 


Authority Source File Facet configuration 

  • Import LoC authority records to support authority source file facet
    • To support the authority source file facet and authority control, we need to know if the authority record comes from Library of Congress.
    • Populate 010 $a with the LCCN 
    • 001 can also be populated with LCCN
  • Import non-LC authority records to support  authority source file facet
    • For MeSH authority records populate 010 $a OR 001 with the MeSH authority record identifier 
    • For FAST populate 001 with the FAST authority record identifier 
    • Art & architecture thesaurus populate unique identifier 010 $a OR 001 
    • Rare Books and Manuscripts Section populate unique identifier 010 $a OR 001 
    • GSAFD Genre Terms populate unique identifier 010 $a OR 001 
    • Thesaurus for Graphic Materials populate unique identifier 010 
  • Import local authority records to support authority source file facet
    • Via API create and update a local authority file with the following information 
      • Whether 010 $a and 001 is populated with authority unique identifier 
        • The alpha prefix to identify authority unique identifier 
      • Authority file name 
      • Authority type (i.e. Subjects)
      • Base URL to be used to populate bib field $0 for authority linking 
  • Additional details regarding global and local authority source files 
  • For any library that wants an authority source file to be global, please contact Khalilah Gambrell via slack.

Migration: Authority fields and subfields to review 

  • See above > Authority source file facet
  • Authority linking AND bib field $9 handling 
    • For bib fields that are eligible to be linked to an authority record, do not import $9. 
    • $9 is used to populate the linked authority record UUID 
  • Authority 001 handling
    • No HRID generation
    • Populate with authority file unique identifier or your library's defined system control number 

Release upgrades considerations

  • Authority record upgrades
    • If mapping rules changes were made then existing records will not reflect changes with release upgrade UNLESS the records are updated
      • A standalone application can be used to update these records but it should be 
        • run off hours
        • and it may take several days to complete
        • the script may require manual restart  
      • Long term solution for handling such updates  UXPROD-4082 - Getting issue details... STATUS
  • Nolana release requires this upgrade
  • Orchid release does not require this upgrade
  • Poppy release does not require this upgrade