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resources:cerl_thesaurus:editing:newinterface [2018/03/27 15:39] – [4.5 Deduplicating Records] jahnke | resources:cerl_thesaurus:editing:newinterface [2018/06/14 18:15] – [4.2 Using the Form Based Editor] jahnke | ||
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The CERL Thesaurus records the preferred name forms of an entity as they are used in CERL Member libraries. Heading forms differ according to the language used for cataloguing and the cataloguing rules applied. The CERL Thesaurus does not declare one of these name forms as authoritative, | The CERL Thesaurus records the preferred name forms of an entity as they are used in CERL Member libraries. Heading forms differ according to the language used for cataloguing and the cataloguing rules applied. The CERL Thesaurus does not declare one of these name forms as authoritative, | ||
+ | Variant name forms do now have an additional code, indicating the type of the name form (**$0** in **4xx** fields). This code is mandatory. If in doubt, use '' | ||
+ | For a detailed description of the various fields and the input convention applying see: | ||
+ | |||
+ | * [[: | ||
+ | * [[: | ||
+ | * [[: | ||
+ | * [[: | ||
+ | * [[: | ||
+ | * [[: | ||
+ | * [[: | ||
+ | * [[: | ||
+ | |||
+ | See also: [[:: | ||
3.3 Sources | 3.3 Sources | ||
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3.8 External Resources | 3.8 External Resources | ||
- | 3.9 Geographic Coordinates | + | ==== 3.9 Geographic Coordinates |
+ | |||
+ | {{ : | ||
+ | |||
+ | Geographic Coordinates should be given for place name records (cnl) only. Please note that the format of the coordinates varies according to the editing form you are using. In the form-based editor and the YAML editor coordinates are given in decimal form as a floating point number without a degree sign (°). Use positive numbers for north and east and negative numbers for soutch and west. | ||
+ | |||
+ | |||
+ | |||
+ | In the CT internal format editor, the coordinates are given in degrees, minutes and seconds preceded by a letter indicating the hemisphere, see [[: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Please note that the syntax of field 123 assumes a place is designated by a square-like shape through defining the outermost latitudes and longitudes. In the CERL Thesaurus, the coordinates of a place are that of a single point in or near the center of place - so both coordinates must be recorded twice here. | ||
+ | |||
3.10 Other Formats | 3.10 Other Formats | ||
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Fields may contain subfields. In these cases subfields are contained in a separate sub-form, which by default is also folded, so you can only see the fields title. You will recognise these folded subforms by a little black downward pointing error on the left side. Click on the field' | Fields may contain subfields. In these cases subfields are contained in a separate sub-form, which by default is also folded, so you can only see the fields title. You will recognise these folded subforms by a little black downward pointing error on the left side. Click on the field' | ||
- | A big blue plus-sign on the right of a field means that this field is repeatable and that you can add another field of this kind by clicking on it. Please note that in order to add an additional complex sub-form, you have to open the last sub-form to find the blue plus-button. When adding additonal fields, the order of fields is kept as it is in the form. So, if you want to add a new " | + | A big blue plus-sign on the right of a field means that this field is repeatable and that you can add another field of this kind by clicking on it. Please note that in order to add an additional complex sub-form, you have to open the last sub-form to find the blue plus-button. When adding additonal fields, the order of fields is kept as it is in the form. |
When done editing, click the green //Save// button at the bottom of the form, or //Cancel// if you want to discard your changes. | When done editing, click the green //Save// button at the bottom of the form, or //Cancel// if you want to discard your changes. | ||
+ | |||
+ | See also [[formbasededitor]] for a more detailed introduction to the form based editor. | ||
==== 4.3 Using the CT Internal Format Editor ==== | ==== 4.3 Using the CT Internal Format Editor ==== | ||
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The editor to merge duplicate records is only shown among the options for choosing and editing client if the record holds an indication of possible duplicates (''# | The editor to merge duplicate records is only shown among the options for choosing and editing client if the record holds an indication of possible duplicates (''# | ||
+ | |||
+ | To find potential duplicates, search for '' | ||
The duplicate candidate records are shown in the right column. The first (white) one is the record you started with; sinc this is the record the other are finally merged into, you cannot deselect it from deduplication. | The duplicate candidate records are shown in the right column. The first (white) one is the record you started with; sinc this is the record the other are finally merged into, you cannot deselect it from deduplication. | ||
+ | |||
+ | //**Please note:** If there are many duplicate candidates it might be easier to check the records one by one. To do that, you start with “Hide all” (which turns all candidates grey) and then re‐activate the first candidate and see if it is a duplicate or not. If it’s not, uncheck it and go to the next. If it is, you could click the other button next to the check mark (the one with the three stripes on it) to switch the record’s colour to white before you proceed with the next record. So you’d know that everything that’s white is checked and “ok” and the amount of different colours is a little less confusing.// | ||
Un‐select the records that are not duplicates to the first one by clicking the green checkmark in the box that represents the record in the right column. The box will turn grey and the fields that belong to that record will no longer be visible in the left column. As long as the box in the right column has a colour (other than grey, that is) the record will be merged into the first one, once you hit save. | Un‐select the records that are not duplicates to the first one by clicking the green checkmark in the box that represents the record in the right column. The box will turn grey and the fields that belong to that record will no longer be visible in the left column. As long as the box in the right column has a colour (other than grey, that is) the record will be merged into the first one, once you hit save. | ||
Please note that by unchecking a record, you say that it is definitely not a duplicate to the first (white) one and by clicking the checkmark you say it definitely is. There is no "I’m not sure option" | Please note that by unchecking a record, you say that it is definitely not a duplicate to the first (white) one and by clicking the checkmark you say it definitely is. There is no "I’m not sure option" | ||
+ | |||
+ | Please make also sure to check the biographical dates (340), activity notes (350, 300) and titles (291) to decide if records refer to the same entity or not. If that is not sufficient, try also to look at the source systems the records come from and see to what titles they are linked (this is not always possible, of course). Always bear in mind, that you are most likely the person who is saying the final word about these records being duplicates or not. Once you hit save, the records will no longer show up, when someone checks for duplicates. If you say two records are not duplicates they will probably never again be considered for merging and if you say two records are, they will probably never be separated if they are not. | ||
Once you've made your decisions and unchecked or checked the non‐duplicates and duplicates, you could change the order of the fields. This might be desirable for the following fields 200, 210, 212, 215, 340, 350. If any of these fields is repeated within a record, the first occurrence is used for generating the short display in the search result set. To change the order of the fields, you can drag and drop a field with the mouse upwards or downwards into a new position. | Once you've made your decisions and unchecked or checked the non‐duplicates and duplicates, you could change the order of the fields. This might be desirable for the following fields 200, 210, 212, 215, 340, 350. If any of these fields is repeated within a record, the first occurrence is used for generating the short display in the search result set. To change the order of the fields, you can drag and drop a field with the mouse upwards or downwards into a new position. | ||
- | When done, hit //Save//. The first record will receive all the fields of the active (coloured) records, which in turn will get a redirect to the first record' | + | When done, hit //Save//. The first record will receive all the fields of the active (coloured) records, which in turn will get a redirect to the first record' |
- | If there are many duplicate candidates it might be easier to check the records one by one. To do that, you start with “Hide all” (which turns all candidates grey) and then re‐activate the first candidate and see if it is a duplicate or not. If it’s not, uncheck it and go to the next. If it is, you could click the other button next to the check mark (the one with the three stripes on it) to switch the record’s colour to white before you proceed with the next record. So you’d know that everything that’s white is checked and “ok” and the amount of different colours is a little less confusing. | ||
resources/cerl_thesaurus/editing/newinterface.txt · Last modified: 2023/12/11 15:13 by jahnke