Searching expectations

1
Searching expectations

• UCSD NACO

2
Purposes of searching -

• avoid
• multiple representations for the same entity
• records in an authority database
• headings in a bibliographic database
• multiple entities represented by the same
  character string
• heading vs. heading
• heading vs. see reference
• (see reference vs. see reference generally okay)

3
Purposes of searching /

• gather information to create/revise
• the authority record for your entity
• supporting authority records
• locations of conferences
• parent bodies
• see also references, such as earlier/later names
• iterative
• clarify a situation

4
The issues

• where to search?
• how to search?
• what to do with information found?
• Ill go through them backwards for our
  policy-making discussion

5
Aspects to think about

• single straightforward policy vs. different
  policies for different situations
• new records vs. revisions
• UCSD entities vs. others
• by type of entity person vs. corporate body vs.
  geographic entity
• by language
• rule vs. best practice vs. individual judgement
  basement and ceiling

6
What why

• what information should we look for?
• what should we do with what we do find?
• Lets look at the possibilities.

7
Entity

• what is represented in a record does not always
  have a 1-1 relationship to a person, corporate
  body, work, expression, etc.
• a person can have multiple separate bibliographic
  identities
• Charles L. Dodgson (mathematics)
• Lewis Carroll (fiction)
• a corporate body may go through multiple name
  changes

8
Authority database

• your entity
• represented ? dont create a new record
• do you have useful new information to add? if so
  ? revise the existing record
• not represented ? create a new record

9
Authority database

• supporting entities you already know about ?
  analogous to the above for your main entity
• additional relationships between your entity and
  supporting entities
• use in the authority record for your main entity
• initiate authority record for each newly used
  supporting entity
• analogous to the above for your main entity

10
Authority database

• the character string for your new heading or see
  reference is already in the database for a
  different entity
• in normalized form!
• heading vs. heading ? generally
• break the conflict if possible
• make the authority record undifferentiated name
  or title
• heading vs. see reference ? generally
• break the conflict if possible
• change the reference to see also
• see reference vs. see reference ? okay

11
Bibliographic database

• your entity
• additional
• forms used in resources
• information in headings used
• birth year
• fuller form of name
• ? use in your authority record
• cite
• as appropriate, also
• use a different form for the heading
• add additional see references

12
Bibliographic database

• supporting entities you already know about ?
  analogous to the above for your main entity
• additional relationships between your entity and
  supporting entities ? as above for authority
  database
• determine predominance as instructed by various
  rules, LCRIs, and DCM Z1 instructions
• forms used
• language of authors resources
• headings used

13
How

• method
• how do we search to find the above information?

14
Character string

• for the heading and for all of its see references
• search to find that string
• search to find strings whose NACO-normalized
  forms match the NACO-normalized form of your
  string
• OCLC normalization not always the same as NACO,
  such as
• ( )
• NACO blank
• OCLC as is
• NACO as is
• OCLC blank

15
Entity

• search to find reasonably expected forms
• cultural context
• example basic personal name
• Sarah Minter
• surname(s)
• Minter
• Minter second surname
• forename(s)
• Sarah
• Sarah middle initial or name
• S.
• S. middle initial or name

16
Entity

• William Peter Browne
• forename(s)
• William Peter
• William P.
• W. Peter
• W. P.
• without and with middle initial or name
• Will
• Willy
• Bill
• Billy
• not Peter or Pete?

17
Entity

• Eduardo Rubén Saucedo Sánchez de Tagle
• surname(s)
• Saucedo Sánchez de Tagle
• Saucedo Sánchez
• Saucedo S.
• Saucedo
• Sánchez de Tagle
• Sánchez
• De Tagle
• Tagle

18
Entity

• corporate names
• symbols vs. words
• California. Office of Law Legislation
• California. Office of Law and Legislation
• spelled-out words vs. abbreviations
• Saint Croix International Waterway Commission
• St. Croix International Waterway Commission
• expected other language forms
• German Blind Association
• Deutscher Blindenverband

19
Where

• domain
• universe of records
• which database (subset) do we search?
• which records do we pay attention to?

20
Authority records

• LC/NAF
• OCLC
• authorities.loc.gov
• III authority file
• UCSD records in Pactech

21
Bibliographic records

• LC
• LCs own database
• OCLC
• UCSD
• OCLC
• Pactech
• other OCLC records

22
Other

• geographic entity ? official geographic name
  files
• Canadian headings
• UCSD entities ? UCSD website?
• other?

23
Impacts of different policy decisions
24
Form of heading

• title page form Alejandro Torres
• form on p. 595 Alejandro Torres García
• pre-existing record in LC/NAF Torres, Alejandro,
  ?c Lic.
• no pre-existing see references in LC/NAF for
  Torres, Alejandro
• no pre-existing bibliographic records in LCs
  database
• LC set up as Torres, Alejandro
• OCLC bibliographic database has at least 2 other
  people
• usage is Alejandro Torres
• heading is Torres, Alejandro
• so Ann set it up as Torres, Alejandro ?q (Torres
  García)

25
Authority record for your entity

• cite forms not used as see references?
• Karen Sparck Jones vs. Karen Sparck-Jones
• Palm vs. palm
• cite additional information?
• to aid in understanding the nature of your entity
• persons profession, degree
• corporate bodys purpose
• to provide data that could be used to resolve a
  future conflict
• persons birth year, full form of middle name
• corporate bodys geographic scope, founding date

26
Other authority records

• corporate hierarchies
• earlier/later names
• other relationships
• additional bibliographic identities for a person