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detailstutorial7 [2017/04/03 15:00]
richard
detailstutorial7 [2017/04/03 15:01] (current)
richard
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 +====== Using RIMMF. Tutorial #7, Import a problem Bib record for a Manifestation of an Expression that is already in your EI ======
  
 +In this tutorial, we are going to learn about importing another LC Bib record as a RIMMF Manifestation record when its Work and Expression records should find matches, but don't.
 +
 +<hidden **Click here for 'Open RIMMF' instructions and for a link to the pre-built folder for the previous tutorial**>
 +\\
 +
 +** 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 now contain: 
 +    Composite Key                                               Entity
 +    --------------------------------------------------------------------------
 +    Goudge, Elizabeth, 1900-1984                                Person
 +    Goudge, Elizabeth, 1900-1984. Herb of grace                 Work
 +    Goudge, Elizabeth, 1900-1984. Eliots of Damerosehay saga    Work
 +    Goudge, Elizabeth, 1900-1984. Herb of grace. German         Expression
 +    Pilgerherberge : Roman. Morgarten Verlag. [1949]. Volume    Manifestation 
 +    Scarpi, N. O., 1888-1980                                    Person 
 +    Kahn, Harry, 1883-1970                                      Person 
 +    Pilgrim's Inn. Servant Publications. 1993. Volume           Manifestation
 +    Goudge, Elizabeth, 1900-1984. Herb of grace. English        Expression
 +    Goudge, Elizabeth, 1900-1984. Eliot heritage                Work
 +    Pilgrim's Inn. Coward-McCann. [1948]. Volume                Manifestation
 +
 +
 +  * 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_6.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.
 +
 +</hidden>
 +
 +===== Import a Bib record for a Manifestation =====
 +
 +===== Find and View the Manifestation Record for Importing =====
 +
 +  * <F3>
 +  * Change the Search Source to '[BIB]Title'
 +  * Search: Herb of grace
 +  * Select the "Hendrickson" publication of 'Pilgrim's Inn' 
 +
 +  * Click <Import>
 +
 +  Notice that the R-Tree is going to import 
 +    a complete set of records (all are checked for import).
 +  
 +  The asterisk(*) by the Work and Expression labels
 +    indicates that RIMMF could not find matches for those headings
 +    and so will create records from the data it can glean
 +    from the Manifestation.
 +  
 +  But the Work, Expression, and Author *should* already be in the EI,
 +    imported during earlier Tutorials.
 +  
 +  Watch out for this when using RIMMF. In this particular situation
 +    the LC cataloger used the wrong heading in the Bib record
 +    for the author (her dates are missing). 
 +    
 +  For matching Works, RIMMF matches on the following elements:
 +    - the Identifier for the Work (e.g., the LCCN of a NAF record, 
 +        which is, unfortunately, not provided in Bib records; 
 +        so we don't have this to match on)
 +    - the AAP for the Work
 +  
 +  The AAP for the Work and Expression records in the EI begin with:
 +    "Goudge, Elizabeth, 1900-1984"
 +  The AAP for the Work and Expression records created by RIMMF
 +    from data in the 'Hendrickson' Bib record begins with:
 +    "Goudge, Elizabeth"
 +  So RIMMF rejects the incoming AAP as a match.
 +  
 +  And, since there is another
 +    authority record in the NACO file
 +    for a different person, with the same name but without dates, 
 +    RIMMF imported the record for that person
 +    instead of the 'correct' person. 
 +    
 +  The best thing to do here, is to turn off import
 +    for everything except the Manifestation,
 +    bring in only the Manifestation,
 +    and manually link it to the matching Expression
 +    and thus to the Work and Author, etc.
 +
 +
 +===== Import Duplicates and Then Get Rid of Them =====
 +
 +  But what if we don't realize that we will be loading duplicates?
 +    How do we handle that?  
 +
 +  * Click <Import>, then <Selected>, then <OK>
 +  * Close the R-Tree
 +  * <Ctrl+E> to the EI
 +
 +  Looking at the added records in the EI,
 +    we can see that our new set
 +    is not going to link up to our existing records
 +    because of the missing dates for Elizabeth.
 +    
 +  This becomes even more obvious if you sort the records
 +    alphabetically by their Composite Keys (AAPs).
 +
 +  * Click on the 'Composite Key' column heading to [[menu:entityindex&#sort_columns_in_the_entity_index|sort the contents alphabetically]] 
 +
 +  So we need to delete the Person, Work, and Author
 +    from the set that we just brought in.
 +
 +We can:
 +  * [[menu:entityindex#delete_a_single_record_from_the_entity_index|delete the records from the EI individually]],as we learned in an earlier Tutorial (Select each heading and Click Delete selection)
 +  * or we can [[menu:entityindex#delete_a_set_of_records_from_the_entity_index|delete the records from the EI, as a group]].
 +
 +  We will delete the records from the EI, as a group.
 +
 +  * In the EI, click on the heading for "Goudge", without a date
 +  * Click the <Open in R-Tree> button; or, Right-click and select 'Open in R-Tree'
 +
 +  * Click the <Dig> button twice (to find all of the records in the set)
 +  * Click the Select all checkbox (the column heading with a checkmark)
 +  * Unselect the Manifestation (we want to keep that)
 +
 +  * Click the arrow beside the <Delete> button
 +  * Select <Delete all at once>
 +
 +  Be *very* careful about deleting records,
 +    once they are gone, they are gone.
 +  
 +  If, for example, you accidentally deleted something,
 +    you would have to add it again,
 +    and then find everything to which it should be linked,
 +    and manually add the links again.
 +
 +  * Read the message, and click <Yes> and <OK> for each confirmation
 +
 +  * Close the R-Tree
 +
 +===== Manually Link a Manifestation to an Existing Expression =====
 +
 +  Now we need to manually link the Manifestation record
 +    that we kept
 +    to the correct Expression record.
 +
 +  * At the EI
 +  * Double-click on the heading for: Pilgrim's inn. Hendrickson Publishers Marketing. 2013. Volume
 +  * Click on the last element in the record
 +    * <F4>
 +  * In the Element Label box, enter: Expression Manifested
 +    * <Tab>
 +  * <F5>
 +    * Select <Link to (EI)>
 +    * Double-click: Goudge, Elizabeth, 1900-1984. Herb of grace. English
 +
 +  * Save the record <Ctrl+S> 
 +
 +===== View the R-Tree for your set =====
 +
 +  * Click the [E] button to go to the Expression record
 +  * Click the button for the <R-Tree>
 +
 +  As you can see, the Manifestation is, now,
 +    part of the correct Goudge set.
 +  
 +  But we haven't checked the Manifestation record properly, yet.
 +
 +===== Edit the Manifestation Record =====
 +
 +  * Double-click on the heading for: Pilgrim's inn. Hendrickson Publishers Marketing. 2013. Volume
 +
 +  I don't actually see anything that I need to edit,
 +    at least, not without the item in hand.
 +    
 +  But I do notice the 'Title Proper of Series' data
 +    which tells me that I can add yet another
 +    Series relationship to this Work.
 +
 +===== Add a Series Relationship link to the Work Record =====
 +
 +  * Click the [W] button
 +  * Put your cursor on the last element
 +    * <F4>
 +  * Type: Related Work 
 +    * <Tab>
 +  * Click on the Related Work label
 +  * Type: In Series
 +    * <Tab>
 +  * Try to find a NACO Authority record for the series
 +    * <F3>
 +
 +    * Change Search Source to: [NAF]N/T
 +    * Search: Goudge, Elizabeth, 1900-1984. Eliot Family Trilogy
 +
 +  This will fail to find a hit.
 +      
 +  Give up on finding a NACO Authority record for the series.
 +
 +    * Go back to the Work record
 +    * [[howto:createnewexpdata|Create and link to a new work]] for the series
 +      * With the cursor still on the 'In Series' Text box:
 +        * <F5>
 +        * Select: <Create new Work>
 +        * Select the <work template TMQ.aSimple.txt> template
 +
 +  Once again, we are going to make another very brief Work record
 +    for this series.
 +
 +  This time, we know 4 things about this series:
 +    1. Its title 
 +    2. Its author
 +    3. Its Form of Work: Series
 +    3. Its series number
 +
 +  * Click on the Text box for 'Preferred Title for the Work'
 +    * Enter: Eliot Family trilogy
 +  * Click on the Text box for 'Form of Work'
 +    * Enter: Series
 +
 +  * Click on the Element Label for 'Creator'
 +    * Change it to 'Author'
 +      * <Tab> <Tab>
 +  * <F5> on the Text box for 'Author'
 +    * Select <Link to (EI)>
 +    * Double-click: Goudge, Elizabeth, 1900-1984
 +
 +  * Hit <Enter> until you get past the Text box for 'Authorized Access Point' to [[details:autofill#customizable_autofills|autofill the AAP]] for the Work
 +
 +  Notice that the Variant Access Point for the Work is also autofilled.
 +
 +  * Click on the Text box for 'Status of Identification'
 +    * Select <fully established>
 +  * Click on the Text box for 'Source Consulted'
 +    * Enter: Pilgrim's Inn, 2013
 +
 +  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'
 +
 +  * Click on the Text box for 'Numbering of Part'
 +    * Enter: Book Two
 +    
 +  * Save the record <Ctrl+S>
 +
 +===== View the R-Tree for your set =====
 +
 +  * Click the <R-Tree> button
 +  * Expand the 'Series Container of' heading (click [+])
 +
 +  Notice that this series is the Series container of
 +    the Work "Herb of grace"
 +    which is also in 2 other series;
 +    or are they the same series with variant titles?
 +    That question will have to wait for another time.
 +  
 +  In the meantime, a search on any of those series headings
 +    will find the same Work "Herb of grace"
 +    and all its Expressions, Manifestations, and Items.
 +    
 +  But I would rather like to make it easy to select
 +    the Series Works from the individual Works
 +    for this author; 
 +    and I also want to show you something really neat.
 +
 +  * Double-click the "Eliot Family Trilogy" heading
 +  * Tick the AAP **checkbox** for 'Form of Work' (to the far right)
 +  * Click in the Text box for the Authorized Access Point
 +
 +  Notice that the AAP changes, 
 +    to include the Form of Work as a qualifier.
 +
 +  * Close and Save the record
 +  * Return to the R-Tree
 +
 +  * Double-click the "Eliots of Damerosehay saga" heading ('Dig' if its not visible)
 +  * Tick the AAP checkbox for 'Form of Work'
 +  * Click on the AAP Text box
 +  * Save the record <Ctrl+s>
 +  * Double-click on the 'Series Container Of' heading
 +
 +  This takes you to the "Herb of grace" Work record
 +    and notice that the two 'In Series' headings that we changed
 +    in their records
 +    now display "(Series)" in their links in this record.
 +    
 +  This is one of the real strengths of RDA in RIMMF,
 +    that when you make a change in the AAP of a record,
 +    that change is instantly displayed
 +    wherever that AAP displays.
 +
 +  * Save <Ctrl+S> the "Herb of grace" record
 +  * Go to its R-Tree
 +  * Expand the 'Series Container of' heading again
 +
 +  * Double-click the "Eliot heritage" heading
 +  * Tick the AAP checkbox for 'Form of Work'
 +  * Click in the AAP Text box
 +  * Close and Save the record
 +
 +  * Close the R-Tree
 +
 +  Back at the EI, notice that it is now easy
 +    to pick out the 3 series Works from the list
 +
 +===== End this Tutorial =====
 +
 +  * Close everything
 +  * Save any records that need saving
 +
 +If you are finished playing with RIMMF for now, close RIMMF. If you want to proceed, go to [[detailstutorial8|Tutorial #8]] 
detailstutorial7.txt ยท Last modified: 2017/04/03 15:01 by richard
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