Setting Up Tag Action

When your library imports records, you can choose to delete or rename tags and subfields in incoming MARC records. This eliminates having to edit many of the records before or after import. (For example, you can specify that the item tag 949 is renamed to tag 839 upon import.) You can rename or delete tags before or after item creation, if Horizon is creating items during import. You can also choose to translate existing subfield text into text you define. (For instructions, see Defining Translation Values.)

Before you begin, create an import source before you specify tag action. Tag action is connected to an import source. Tag action occurs before Horizon checks for matches in your database with incoming records. Consequently, set up your match points as tags that are neither renamed nor deleted.

To set up tag action

1 Open the import_source view in the Table Editor, or start the Import Sources process.

The default location of this process is the Cataloging\Cataloging Control Menu folder on the navigation bar.

2 Choose the import source you want to change, or create a new import source.

Horizon displays the Edit Import Source window.

3 Click Page Down or resize the window to display the Bib Tag Action or AuthTag Action group you want to set up:

4 Complete or update these fields in the group:

Field

Action

Tag

If you are renaming or deleting a tag, enter the tag number.

Subfield

If you are renaming or deleting a subfield, enter the subfield number.

Do After Item Creation (bib tag action only)

Mark this box if the action should occur after item creation.

Conditionally

Mark this box if you want tag action to take place if certain criteria based on indicator values are met.

If you do not want tag action to be conditional, do not mark this box and skip to the Tag Action field.

Indicator

If you want tag action to be conditional, mark the button for the indicator you want Horizon to check against.

Note: You cannot unmark both indicator options. However, these marks affect tag action only if you have also marked the Conditionally box.

Relation

If you want tag action to be conditional, do one of these options:

Mark the Equal option if you want the value of the indicator you marked to be equal to the value you enter in the Value field.
Mark the Not Equal option if you want the value of the indicator you marked to be unequal to the value you enter in the Value field.

Value

If you want tag action to be conditional, enter the value for the indicator you want Horizon to check against.

(For example, “indicator 1 = 12345” will cause the tag action to take place if indicator 1 has the value of 1, 2, 3, 4, or 5.) An underscore is used to indicate a space.

Tag Action

Do one of these options:

Mark Rename Tag to change the tag number to the number you specify in the Rename Tag To field.
Mark Delete Tag to remove the tag from the record on import. If you mark this button, you do not need to enter information in the remaining fields.
Mark Translate Subfield to change the text in the subfield to what you specified in the Translation Values group of the import_tag_action or import_auth_tag_action view. (For instructions, see Defining Translation Values.)

Rename Tag To

Enter the new tag number to which you want the original changed.

Rename Subfield To

Enter the new subfield value to which you want the original changed.

Rename Prefix

If you marked Rename Tag in the Tag Action field, enter any information you want to display before the text already contained in the tag.

For example, for the 001 tag, you could enter “(RLIN)”. This would display before the control number to identify the organization from which you obtained the record.

Rename Suffix

If you marked Rename Tag in the Tag Action field, enter any information you want to appear after the text already contained in the tag.

For example, for the 001 tag, you could enter “(OCLC)”. This would display after the control number to identify the organization from which you obtained the record.

5 Save your changes.
6 Repeat steps 3 through 5 for every tag for which you want to set up a tag action.
7 Continue with Setting Up Bib and Authority Match Points.

 


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