Setting Up Authority Tag and Field Preservation

You can specify authority tags in existing records that you want to keep when Horizon overlays records with new information. (For more information on general tag and field preservation, see Setting Up Bib Tag Preservation.)

You can also choose from these additional options:

You can choose to keep a tag based on whether a subfield you indicate has a value you identify. Indicating a subfield and a value means that the subfield you specify must equal the value you specify before Horizon will keep the tag.
You can use wildcards for values.

For example, if you set up a 450 tag with a subfield 5, you can use an asterisk
( * ) for the value. This keeps the 450 tag if subfield 5 exists. A value of an exclamation point with an asterisk ( !* ) indicates that you want to keep the 450 tag if the subfield does not exist.

If you set up a non-repeatable tag and the existing record and the incoming record have different data in that tag, Horizon sends the record to the Error Log. (For more information, see “Using the Error Log” in the “Importing and Exporting Records” chapter of the Cataloging Guide.)

Note: Even if you specify that Horizon should keep tags 644, 645, or 646 with a subfield 5 during an import, Horizon does not retain the tag if subfield 5 contains the same institution code on both the incoming and the existing record. This lets the incoming record replace the series practice fields in an existing record if both records were created by the same institution or organization, depending on your other overlay settings. (For more information, see “Overlay Options” in the “Importing and Exporting Records” chapter of the Cataloging Guide.)

You can send an overlaid record to the Error Log if the overlay involves a tag that you set up.

Sending the record to the Error Log does not stop the overlay. (For example, if you set up your import so that the merge involves a 150, 151, or 155 field, the Error Log displays the number of the modified authority record and the date of modification.)

To set up authority tag and field preservation

View: auth_import_control

In these fields, do the following:

Field

Action

Tag

Enter the number of the tag that you want to preserve.

Subfield

If you want to, enter the letter or number of a subfield in the tag whose information you want to preserve.

Also enter a value in the Value field.

Value

If you entered a subfield, enter a value for the subfield.

Leave this field blank or use an asterisk ( * ) as a wildcard to have Horizon find any record that includes the subfield.

Use an exclamation point with an asterisk ( !* ) to find any record that does not include the subfield.

Keep Tag on Import Overlay

If you want to keep the tag you are setting up as it displays in an existing record instead of using the tag from a matching incoming record, mark this field.

Log Auth if Overlay Involves this Tag

If you want to send a message to the Error Log that an existing record containing the tag you are setting up was overlaid by an incoming record, mark this field.

 


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