Creating a MARC Authority Workform

MARC authority workforms are templates that you can use to create authority records. You can also create authority records in other ways, such as by adding a tag to a bib record. An authority record that Horizon creates for you automatically does not need a workform, but to create an authority record manually, you must use a workform. (For more information on creating an authority record, see Creating an Authority Record.)

A MARC authority workform should include all tags and subfields that an authority record of a certain type would usually contain. (For example, a subject MARC authority workform might include only a tag for a subject with all possible subfields because Horizon removes empty subfields when you save or reformat a MARC record.)

When you use an authority workform, you are not limited to the fields and subfields in the workform. You can add other tags and subfields that are necessary to create a complete record.

To create a MARC authority workform

1 Start the Workforms process.

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

Horizon displays the List Workforms window.

2 Click New.

Horizon opens this dialog box:

3 Enter information in these fields:

Field

Action

Name

Enter a name for your workform. (You can enter up to seven characters.)

Description

Enter a description of the workform.

MARC Auth

Mark this button.

4 Click OK.

Horizon closes the dialog box and displays the new workform.

5 Add the tags and subfields that you want your workform to contain. (For instructions, see Adding a Component to a MARC Record.)
6 Choose Marc, Show Control Record, or click the Record Status icon ( ).

Horizon displays the Control Record for Workform window:

7 Enter a status in the Status field, or click on the drop‑down menu to choose from a list of valid status codes. (For information on record statuses, see Changing a Bib or Authority Record’s Status.)
8 If you want to change ownerships, do one or both of these options:
In the Owned By field, use the drop-down list to change the code to the owner that you want for this workform.
In the Default Owner field, use the drop-down list to change the owner that you want to assign to any records created using this workform.
9 If you want only staff members to be able to view author, subject, or series records created with this workform, mark the appropriate boxes in the Staff Only field. (For more information on specifying records for staff only, see Specifying a Record for Staff Use Only.)
10 Click OK.

Horizon closes the Control Record for Workform window and returns to the MARC workform.

11 Save your changes.

 


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