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detailstutorial2 [2017/01/09 17:36] (current)
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 +====== Using RIMMF. Tutorial #2, Import a NAF record for a Work by a Person that is already in your EI ======
 +
 +In this tutorial, we are going to learn about importing a NACO Authority (NAF) record as an RDA RIMMF Work record, when we already have a RIMMF Person record for the author of the work.
 +
 +===== Open RIMMF =====
 +
 +
 +  * Open RIMMF
 +  * Make sure that you are using the 'Goudge' data folder that you created in [[detailstutorial1|Tutorial #1]]
 +
 +  At the bottom of the RIMMF screen, look for "\Goudge\"
 +
 +  * Open the Entity Index (EI) <Ctrl+E> 
 +
 +  The EI should contain: 
 +    Composite Key                    Entity
 +    Goudge, Elizabeth, 1900-1984     Person
 +
 +  * If necessary, change to that data folder (see: [[howto:changedatafolder|Change to a different folder of RIMMF records]])
 +
 +===== Alternate: Use a pre-built folder =====
 +
 +If you want to jump to this tutorial without doing the previous tutorials, follow the [[menu:downloadweb | "Download Web Folder" instructions]] and download the following folder from our website:
 +  * http://rimmf.com/data/zips/AfterTutorial_1.zip
 +
 +  If you intend to use this file to proceed through the remaining tutorials, 
 +    remember that it is located in your '\RIMMF3\imports\zip' folder.
 +
 +===== Import a NAF record for a Work =====
 +===== Find and View the Work Record for Importing =====
 +
 +  * Open the RIMMF Search and Retrieval Tool <F3>
 +    * You can read more about that tool again, [[details:searchandretrieval|**here**]]
 +
 +  * Search in [ID]NAF: **Goudge, Elizabeth, 1900-1984**
 +    * If not already highlighted, select: Goudge, Elizabeth, 1900-1984
 +
 +  Note that the list of hits only shows up to 'G' in the titles. 
 +  
 +  This is because a search on [ID] NAF 
 +    only returns a max. of 10 hits
 +
 +  * Add "**. Herb of grace**" to the search box, to make the search: Goudge, Elizabeth, 1900-1984. Herb of grace (you must include the period and the space)
 +    * Click <Search>
 +  * If not already highlighted, select the hit for 'Goudge, Elizabeth, 1900-1984. Herb of grace'
 +  * Click <Import>
 +
 +  An 'R-Tree' displays the RDA Record set for the Work.
 +  
 +  Notice that this includes not just the Work, 
 +    but also the Author.
 +    
 +  But notice that the Work checkbox,
 +    to the right of the Heading, is checked
 +    whereas the Author checkbox is not checked.
 +    
 +  This is because the Import process determined 
 +    that you already had data for the Author in your EI 
 +    (matched on the 'Identifier for the Person' element 
 +    or the Authorized Access Point for the Person)
 +  
 +  When the Work record is imported, 
 +    the Import process links that record
 +    to the Author record that is already present in your EI.
 +
 +  * Double-click on the heading for the Work
 +
 +  This opens the record for the Work.
 +  
 +  You should always check 
 +    that everything that could be mapped
 +    from the MARC Authority record was mapped.
 +    
 +  We did not look at the MARC record 
 +    before we clicked 'Import'
 +    but we can do so now.
 +
 +===== Show the Source Record =====
 +
 +  * Go to the Options Menu (in the Menu bar of the record)
 +    * Choose Show source <Ctrl+Alt+S>
 +    * Notice which MARC data:
 +      * mapped over, and to where
 +      * did not map over
 +
 +  You should always check that the Work record 
 +    that you are about to import
 +    is the one that you want.
 +    
 +  For the purpose of this tutorial, 
 +    let's say that this is the Work record that we want.
 + 
 +  * Close the MARC Record
 +  * Close the view of the temporary RIMMF record [X]
 +
 +  The record that you were seeing had not been imported yet;
 +    you can tell this is the case, because the
 +    <Import> button is still available. 
 +    
 +  If you had tried to edit that temporary record, 
 +    you would have been given a reminder
 +    that you needed to import it first.
 +
 +===== Discard the Work Record =====
 +
 +  * From the R-Tree:
 +    * Click the down arrow by the <Import> button (near the bottom of the screen, in the middle)
 +    * Select <Discard selected records>
 +    * Click <OK>
 +
 +  Notice that both the Work and the Author 
 +    disappear from the R-Tree.
 +
 +  * Go to the EI <Ctrl+E>
 +
 +  Nothing has been added to the EI.
 +  
 +  This was just to show you how the Discard option works.
 +
 +  * Close the R-Tree window
 +
 +===== Import the Work Record =====
 +  
 +Now let's actually import the work record.
 +
 +  * Return to the <F3> screen
 +  * Make sure that 'Goudge, Elizabeth, 1900-1984. Herb of grace' is still selected
 +  * Click <Import>, again
 +  * Click the down arrow by the <Import> button on the resulting R-Tree
 +    * Select <Selected records>
 +    * Click <OK>
 +
 +  The Work record imported, this time, 
 +    so when you open it this time, 
 +    you will be able to edit it. 
 +
 +  * Open the EI <Ctrl+E>
 +
 +  Note that you now have two records in your EI
 +
 +===== Change the Element Label for the Author Relationship =====
 +
 +  * Double-click on the **Person** heading
 +  * In the Person record for Goudge, find the Element Label: 'Author Of'.
 +
 +  Notice that the data for that element
 +    is the heading for our Work
 +    plus the RIMMF Identifier (RID) 
 +    for the Work record we just imported.
 +    
 +  RIMMF has imported the Work record, and linked that record 
 +    to this Person record, that was already in our EI.
 +
 +  * Double-click on the heading for the Work (in the Text box for the 'Author Of' element)
 +
 +  This takes us to the linked Work record.
 +
 +  * Double-click on the heading for the Person (in the Text box for the 'Author' element)
 +
 +  Back at the Person record, 
 +    let's say we know that Elizabeth is actually the cartographer of the Work;
 +    so we need to change that label, 'Author Of' 
 +    to: 'Cartographer Of'.
 +  
 +  Always check that the most appropriate and specific label
 +    has been used for a Relationship element during the import process; 
 +    and fix the label if necessary.
 +
 +  * In the Person record, click on the Label 'Author Of'
 +  * Choose 'Cartographer Of' from the list (see [[howto:changerelelement|How to: Change a Relationship Element label]] for more options)
 +
 +  * Double-click on the heading for the Work (in the Text box for 'Cartographer Of')
 +
 +  Back at the Work record, 
 +    notice that the Element Label for the Person has automatically changed 
 +    to match the change made to the linked Label:
 +    we changed 'Author Of' to 'Cartographer Of', in the Person record,
 +    so RIMMF changed 'Author' to 'Cartographer', in the linked Work record.
 +    
 +  But that was just for practice, 
 +    so now we have to change the labels back to what they were.
 +
 +  * In the Work record, click on the label 'Cartographer'
 +  * Choose 'Author' from the list
 +
 +  There is no need to go to the Person record and change the label there,
 +    RIMMF will have done it for you.
 +
 +===== Add Data to the Work Record =====
 +
 +  * Consider whether there is anything we could add to the Work record
 +
 +  If you read the entire Wikipedia article on the author
 +   (when you did Tutorial #1) 
 +    you might have noticed that the article lists 
 +    all of Goudge's works and their dates
 +
 +  * Go to the Person record
 +  * Find the 'Source Consulted' element that contains the URL for the Wikipedia article
 +    * Double-click on that URL
 +  * Go to the "Bibliography" section of the Wikipedia article
 +  * Find the "Herb of grace" Work in the list of works and dates provided
 +  * Return to the Work record 
 +    * Click the [[howto:wemilinks|WEMI Links]] [W] button at the bottom left of the Person record
 +
 +  Notice that we already have the 'aka' title in the article:
 +    "Pilgrim's Inn"
 +    listed as Variant Title for the Work
 +
 +  * Put your cursor on the 'Title of Work' **label**
 +  * Enter <F4> (to [[howto:addelement|insert a blank element]] below the Title element)
 +  * Type 'D' and hit <Enter> (to choose 'Date of Work' from the [[howto:selectvocabterm|pull-down list]] for this element)
 +    * <Tab>
 +  * Enter the date from Wikipedia: **1948**
 +    * <Enter>
 +  * Save the record <Ctrl+S>
 +
 +===== Add a Series Relationship link to the Work Record =====
 +
 +  * Return to the Wikipedia article
 +
 +  Back at the Wikipedia article, 
 +    notice that this Work 'Herb of grace' is in a series:
 +    'The Eliots of Damerosehay Saga'
 +    
 +  We don't know anything more about this series, 
 +    but we can still find or create a Work record for it;
 +    and can link this Work, 
 +    to the record for that related series Work
 +
 +  * Return to the Work record
 +  * [[howto:addelement|Insert a blank element]] at the bottom of the record <F4>
 +  * Type 'Related' (to choose 'Related Work' from the pull-down list for this element)
 +    * <Enter> <Enter> (i.e., twice)
 +  * [[howto:changerelelement|Change the Relationship Element label]]
 +    * Click on the arrow to the right of the 'Related Work' Element Label
 +
 +  Notice that you get a long list of possible more-specific
 +    relationship designators for this element 'Related Work'.
 +
 +    * Hit <F7>
 +
 +  Notice that you get a structured list of possible more-specific
 +    relationship designators for this element, instead.
 +
 +    * Click the <[+]> button for 'Whole-Part Work Relationship'
 +    * Click the <[+]> button for 'Contained In (Work)'
 +    * Select <In Series>
 +  * Click <Save>
 +
 +  You are saying that this Work (Herb of grace) is in the related Series Work.
 +
 +  * [[howto:addlinktorelatedentity|Add a Link to the Related Entity]]--the Series Work
 +    * Right-click in the Text box for the Series
 +
 +  You can either make a link to a record for the Series Work 
 +    (first either finding or creating such a record)
 +    or you can enter an unlinked text string
 +    for the title of the Series.
 +
 +  You are encouraged to try to find or create a record and link to it,
 +    rather than simply entering a text string.
 +
 +  In the interest of time, let's say that we already know
 +    that there is no NAF record for this series
 +    so we will make a new record for the series
 +    and then link to it.
 +
 +  * [[howto:createnewexpdata|Create new data as a Relationship link]]
 +    * Select <Create new work>
 +    * Select a template to work with: <work template TMQ.txt>
 +
 +  We only know 3 things about this series:
 +    1. Its title (according to Wikipedia)
 +    2. Its author
 +    3. Its Form of Work: Series
 +
 +  * Click on the Text box for 'Preferred Title for the Work'
 +    * Type: Eliots of Damerosehay saga
 +      * <Enter>
 +
 +  * Click on the Text box for 'Form of Work'
 +    * Type: Series
 +      * <Enter>
 +
 +  * Find and click on the Element Label for 'Creator'
 +    * Change it to 'Author'
 +  * Right-click on the Text box for 'Author'
 +    * Select <Link to (EI)>
 +    * Double-click to insert: Goudge, Elizabeth, 1900-1984
 +
 +  * Click on the Text box for 'Authorized Access Point' to [[details:autofill#customizable_autofills|autofill the AAP]] for the Work
 +
 +  Notice that the AAP is composed of:
 +    - the AAP for the Author (notice that its AAP checkbox is ticked)
 +    - the Preferred Title for the Work (its AAP checkbox is ticked)
 +
 +  This autofill is programmed according to RDA instructions;
 +    click the RDA Rule for the 'Authorized Access Point' 
 +    and then 6.27.1.9, to read about it.
 +    
 +  Notice that the Variant Access Point for the Work is also autofilled;
 +    you can read about that in the RDA instructions, too.
 + 
 +
 +  * Click on the Text box for 'Status of Identification'
 +    * Select <fully established>
 +  * Click on the Text box for 'Source Consulted'
 +    * Copy and paste the URL for the Wikipedia article on Goudge:\\ http://en.wikipedia.org/wiki/Elizabeth_Goudge
 +    * <Enter>
 +
 +  Notice that a Related Work link has already been provided in this Series record;
 +    it is labeled 'Series Container Of' to correspond to the label you chose
 +    in the Work record for Herb of grace. We call this 'back-linking'
 +
 +  * Add Numbering of Part: 2
 +
 +  * Save the record <Ctrl+S>
 +
 +  * Double-click on the heading for the related Work (Series Container Of)
 +
 +  This takes you back to the work that is in the series.
 +
 +  * Close both Work records (Save them, if prompted)
 +
 +===== View the R-Tree for your set =====
 +
 +  * Go to the Person record
 +  * Click the button for the <R-Tree>
 +
 +  Notice that we now have:
 +    1 Person
 +    2 Works that she is the author of
 +
 +  * Expand the entry for the Series Work (Eliots of ...)
 +    * Click the [+]
 +
 +  If the [+] is not showing, 
 +    you might have forgotten to save and close the Work records
 +
 +  * Right-click on the second 'Author of' entry for the Herb of grace Work
 +    * Choose "Dig this"
 +
 +  Notice the 'Series container of' link to the Herb of grace Work,
 +    and the inverse 'In series' link from that Work to the Series Work.
 +
 +===== End this Tutorial =====
 +
 +  * Return to the Main Menu
 +  * Close everything
 +
 +If you are finished playing with RIMMF for now, close RIMMF. If you want to proceed, go to [[detailstutorial3|Tutorial #3]]
  
detailstutorial2.txt ยท Last modified: 2017/01/09 17:36 (external edit)
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