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detailstutorial1 [2015/09/06 22:46] (current)
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 +====== Using RIMMF. Tutorial #1, Import a NAF record for a Person ======
 +In this tutorial we will learn how to:
 +  - Make a new, empty data folder of RIMMF records
 +  - Import a MARC authority record for a Person from the NACO Authority File (NAF) to that folder.
 +
 +===== Open RIMMF =====
 +  * Find and open the RIMMF program
 +
 +If this is the first time that you have opened the program, just be sure that you have [[menu:setrecordprefix|set up your record prefix]].
 +
 +
 +<WRAP center round info 60%>
 +  Notice that the Data folder in use is
 +    probably: '\Data\' 
 +  This is shown at the bottom of the 
 +    RIMMF screen, e.g.: 
 +    'Data folder: Documents\RIMMF3\Data\'
 +</WRAP>
 +
 +===== Make a New Data Folder called 'Goudge' as a New Default Folder =====
 +First, you need a new data folder, just for these Tutorials; so your first step is to create that folder, and, at the same time, make it your default folder:
 +
 +  * Note that you want to name your new folder 'Goudge'
 +  * Return to this page, once you have made the New folder
 +
 +  * Open the following instructions in a new Window, so that you can see those instructions and these at the same time: 
 +    * Follow the instructions here:
 +      * [[howto:changetonewfolder#make_a_new_folder_and_make_it_your_new_default_folder|  Make a new folder and make it your new default folder]]
 +  
 +Now you are ready to begin adding records to your folder. We will begin by importing a MARC authority record for a Person from the NACO Authority File (NAF).
 +
 +===== Import a NAF record for a Person =====
 +==== Find and View the Person Authority Record for Importing ====
 +
 +  * Open the RIMMF Search and Retrieval Tool <F3>
 +    * Read more about how to use this tool [[details:searchandretrieval|**here**]] before proceeding.
 +
 +  * Enter this name in the 'Terms' box: Goudge, Elizabeth
 +    * Capitalization does not matter, but punctuation does
 +  * Leave the [[details:searchandretrieval#search_source|Search Source]] at the default: [ID]NAF 
 +  * Hit <Enter> or click <Search>
 +
 +  Note that you are shown only 10 hits, 
 +    but in those hits are two possible matches for your Person. 
 +  
 +  Always remember to check the records you find, 
 +    to be sure that they correctly match what you are seeking.
 +
 +  * Click <View MARC> for each of the two possible matches
 +
 +  The one you want is Goudge, Elizabeth, 1900-1984
 +
 +  * With that heading selected:
 +    * Move her MARC record to the side
 +    * Click <Import>
 +  * Notice which MARC data:
 +    * mapped over, and to where
 +    * did not map over
 +
 +  Consider sending TMQ advice on how to map whatever did not map.
 +
 +  * Click <Discard>
 +
 +  See what happens--the record is discarded
 +
 +  * Close the MARC record
 +
 +==== Import, then Delete the Person Record ====
 +At the Search and Retrieval Tool <F3>:
 +  * Select 'Goudge, Elizabeth, 1900-1984', again
 +  * Click <Import> again
 +  * Click <Add record>
 +  * Click the [[details:rtree|<R-Tree>]] button (bottom right of the screen)
 +
 +  The R-Tree opens, and shows the single record 
 +    that was imported with no related records
 +
 +  * Double-click the 'Heading' for Elizabeth
 +
 +  This returns you to her record
 +
 +  * Click File | Delete or <Ctrl+F11>
 +  * Click <Yes> to confirm deletion
 +  * Click <OK>
 +
 +  The heading might still show in the R-Tree,
 +    ignore it and just close the R-Tree
 +    if it is still open
 +
 +==== Import the Record Again, and Work with the EI ====
 +Return to the RIMMF Search and Retrieval Tool <F3>, again
 +  * Search: Goudge, Elizabeth, 1900-1984 
 +
 +  This time, that heading should appear at the top of the list 
 +    with the heading already selected
 +
 +  * Click <Import> 
 +  * Click <Add record>  
 +  * Close the record (Click the [X])
 +
 +  * Open the [[menu:entityindex|Entity Index]] <Ctrl+E> 
 +
 +  * Select the Composite Key for Elizabeth
 +  * Click the [[menu:entityindex#to_open_a_record_from_the_entity_index|<Open selection>]] button (top left of the screen)
 +
 +  This returns you to her record
 +
 +  * Close the record (Click the [X])
 +  * Select Composite Key for Elizabeth, again
 +  * Click the [[menu:entityindex#to_delete_a_single_record_from_the_entity_index|<Delete selection>]] button
 +  * Read the message
 +  * Click <Yes> to confirm deletion
 +  * Click <OK>
 +  * Close the EI
 +
 +==== Import the Record Again, and Add Data to it ====
 +
 +Return to the RIMMF Search and Retrieval Tool <F3>, again
 +  * If the "Goudge, Elizabeth, 1900-1984" heading is not highlighted, search it again and select it 
 +  * Click <Import> 
 +  * Click **<Add record>**  
 +  * Close the record (Click the [X])
 +  
 +  * Reopen the EI <Ctrl+E>
 +  * Select Composite Key for Elizabeth
 +  * Click the **down arrow** at <Open selection>
 +  * Select <person template TMQ.txt>
 +
 +  This opens the record in the default TMQ Person template, 
 +    with empty elements, some of which you might be able to fill, 
 +    with a little research.
 +
 +  * Enter <F3>
 + 
 +  Now we are going to try to find out more about this author, 
 +    from a different source.
 +
 +  * In the [[details:searchandretrieval#search_source|Search Source]] box, select: Wikipedia
 +  * Change the search term to: Goudge, Elizabeth 
 +  * Click <Search>
 +
 +  You can read the Wikipedia article if you like, 
 +    but the main thing to note is that our author
 +    is aka Elizabeth de Beauchamp Goudge. 
 +
 +  * Return to her Person record
 +  * Find the Element Label: Variant Name for the Person 
 +  * Enter ' **Goudge, Elizabeth de Beauchamp** ' (in the correct format) in the Text box for that element
 +    * <Enter>
 +    * Click on the RDA Rule # (9.2.3) to see the instructions for this element
 +
 +  You will need a subscription to the RDA Toolkit, 
 +    in order to access RDA instructions
 +
 +  * Return to the Person record
 +  * Click on Label for the 2nd 'Source Consulted' 
 +  * Copy that element (see [[howto:copyelement|How to: Copy an Element]]) to open a blank Text box for that element
 +
 +  * Click the <Prev> button on the bottom left of the RDA Toolkit screen, to get back to the Wikipedia article
 +  * Copy the URI for the Wikipedia entry (from the bottom of the Wikipedia screen, to the right of the <Prev> and <Next> buttons
 +  * **Paste the URI** in the empty Text box for the 'Source Consulted':
 +  <code>http://en.wikipedia.org/wiki/Elizabeth_Goudge </code>
 +  * <Enter>  
 +
 +  * Close Wikipedia
 +  * Close the Person record
 +  * Click <Yes> to save the changes
 +
 +==== Import the record again, this time as a duplicate ====
 +
 +Return to the RIMMF Search and Retrieval Tool <F3>, again
 +  * Select Search Source: [ID]NAF
 +  * Search: Goudge, Elizabeth, 1900-1984
 +  * Click <Import> 
 +
 +    The Person record that you are trying to import
 +      is already in your Entity Index,
 +      so RIMMF opens that record with the message:
 +      "This entity record is already in your EI"
 +
 +    This means that we found this Person entity record 
 +      already in your EI (Entity Index).
 +  
 +    You should go back to the record 
 +      you were trying to import <F3>
 +      and View the MARC record for it again,
 +      <Select> and <View MARC>,
 +      to be sure it really is the same
 +      as the record that RIMMF says is a match.
 +    
 +    RIMMF matches on the data for the following elements:
 +    - Identifier for the Person (e.g., LCCN)
 +    - AAP for the Person
 +
 +    If the incoming record 
 +      is not the same as the EI record,
 +      then change something in the incoming or EI record 
 +      to prevent the incoming record from matching to the EI record.
 +    
 +    If the incoming record 
 +      is indeed the same as the EI record,
 +      then see whether there is anything new 
 +      that you could add from the incoming to the EI record.
 +  
 +  There is nothing new to add to this EI record.
 +
 +  * Close the record
 +
 +==== View the R-Tree for your set ====
 +
 +  * Go to the EI <Ctrl+E>
 +  * Select the Goudge heading
 +  * Click the <Open in R-Tree> button; or <Alt+R>
 +
 +  Notice that we have:
 +    1 Person record 
 +
 +  * Double-click on the Goudge heading
 +
 +  This opens the Person record again
 +
 +==== End this Tutorial ====
 +
 +  * Return to the Main form
 +    * From a record, choose [[menu:recmenuhelp|Help]] | Return to Main form <Ctrl+Alt+H>
 +  * From the Main menu, choose [[menu:closeeverything | File|Close everything]]
 +
 +If you are finished playing with RIMMF for now, close RIMMF. If you want to proceed, go to [[detailstutorial2|Tutorial #2]]
  
detailstutorial1.txt ยท Last modified: 2015/09/06 22:46 (external edit)
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