Difference between revisions of "PFAN - Other Documentation"

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[[fr:PFAN - Autre documentation]]
 
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=LC Subject Cataloging Manual, H 405 - Establishing Certain Entities in the Name or Subject Authority File=
 +
 +
<blockquote>'''''Note 1 :''''' LC SHM Instruction Sheet [https://www.loc.gov/aba/publications/FreeSHM/H0405.pdf H 0405 - Establishing Certain Entities in the Name or Subject Authority File]  &nbsp;&nbsp;(PDF, 76 KB)&nbsp;&nbsp;. Please do not consult the document entitled "Autorités de noms propres: RVM (Sujets) ou catalogue d'autorités local?" published on the RVM website as it is not fully compatible with [https://www.loc.gov/aba/publications/FreeSHM/H0405.pdf SHM H 405].</blockquote><blockquote>'''''Note 2 :''''' The following entities are considered by the PFAN to be part of Group 1 (entities established according to RDA in the Canadiana file):</blockquote><blockquote>• Cantons québécois (divisions cadastrales)</blockquote><blockquote>• Circonscriptions électorales</blockquote><blockquote>• Districts judiciaires</blockquote><blockquote>• Divisions d'enregistrement</blockquote><blockquote>• Divisions de recensement</blockquote><blockquote>• Régions et sous-régions administratives québécoises</blockquote>
 +
-->
 +
 +
= Establishing certain entities in the name authority file =
 +
 +
 +
Most access points belong to well-defined categories and are established either as names of persons, corporate bodies, jurisdictions, uniform titles, named meetings, etc. in the name authority file, or as subject headings such as automobiles, geographical entities, etc. in the subject authority file. However, certain named entities have caused problems in the past with regard to
 +
<li>if the access point should be included in the name authority file according to descriptive cataloging conventions or in the subject authority file according to subject cataloging conventions; and
 +
<li>which MARC tag should be used for the access point in authority and bibliographic records.
 +
</li><br>
 +
To eliminate this confusion and standardize the wording and content designation of access points for these entities, the Library of Congress has developed guidelines for 
 +
<li>responsibility for establishing access points;
 +
<li>the conventions to be used in formulating access points; 
 +
<li>the tags to be used for content designation; and
 +
<li>the file (names or subjects) in which access point authority records should be resided.
 +
</li><br>
 +
These guidelines are published in instruction sheet H 405 of the Library of Congress' Subject Heading Manual, [https://www.loc.gov/aba/publications/FreeSHM/H0405.pdf Establishing Certain Entities in the Name or Subject Authority File]. They divide problematic access points into two groups:<br>
 +
 +
(1) Access points always established according to descriptive cataloging conventions, with authority records always resided in the name authority file.
 +
<br>
 +
(2) Access points always established according to subject cataloguing conventions with authority records that
 +
 +
<ul>
 +
<li>reside in the subject authority file if they are used solely as subject headings; or<br>
 +
<li>reside in the name authority file if access points are to be used as descriptive access points.
 +
</li></ul><br>
 +
The table below is a translation of the list of Group 1 entity categories on sheet H 405. For PFAN participants, the table lists named entities that are always established in the Canadiana authority file and in accordance with descriptive cataloging conventions. Seven categories of entities not listed on sheet H 405 have also been included to reflect the Canadian context. For reference, the table also gives the English categories from sheet H 405.
 +
 +
For Group 2 entity categories, please refer to the RVM document entitled [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Proper names in subject headings] which gives, in List 2, the named entities that are always established in the RVM in accordance with subject cataloguing conventions.
 +
 +
Whenever a new access point is required for a named entity, consult both documents to determine whether the access point is classified in Group 1 or Group 2. Follow the procedures appropriate to the relevant group.
 +
 +
Bear in mind, however, that some geographical entities are listed in RVM List 2 because they are included in the RVM, but actually belong to Group 1. These entities are:<br>
 +
<li>États
 +
<li>Municipalités
 +
<li>Quartiers
 +
<li>Régions minières
 +
<li>Seigneuries
 +
</li><br>
 +
These entities have an equivalent in Group 1 and must therefore be established in the Canadiana authority file in accordance with PFAN standards.
 +
 +
=== Group 1 - Name Authority Group Headings ===
 +
Named entities always established in the Canadiana name authority file according to descriptive cataloging conventions.
  
−
=LC Subject Cataloging Manual, H 405 - Establishing Certain Entities in the Name or Subject Authority File=
+
{| class="wikitable sortable mw-collapsible collapsable" style="background:none; width:75%"
 +
|+
 +
! style="background-color:darkgray; border:solid 1px black; width:25%" |Category (PFAN)
 +
! style="background-color:darkgray; border:solid 1px black; width:25%" |Category (SHM 405)
 +
! style="background-color:darkgray; border:solid 1px black; width:5%" |MARC tag
 +
! style="background-color:darkgray; border:solid 1px black; width:45%" |Note
 +
|- style="vertical-align:top"
 +
|Abbayes
 +
|Abbeys
 +
|110
 +
|
 +
|-style="vertical-align:top"
 +
|Aéroports
 +
|Airports
 +
|110
 +
|
 +
|-
 +
|Ambassades
 +
|Embassies
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Aquariums publics
 +
|Aquariums, Public
 +
|110 
 +
|
 +
|- style="vertical-align:top"
 +
|Arboretums
 +
|Arboretums
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Arsenaux
 +
|Arsenals
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Asiles (Établissements de bienfaisance)
 +
|Asylums (Charitable institutions)
 +
|110
 +
|
 +
|-style="vertical-align:top"
 +
|Asiles d'indigents
 +
|Almshouses
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Autorités portuaires
 +
|Port authorities
 +
|110
 +
|
 +
|-style="vertical-align:top"
 +
|<span style="color:red>Avions individuels</span>
 +
|<span style="color:red>Airplanes, Individual</span>
 +
|110
 +
|
 +
|-style="vertical-align:top"
 +
|Bandes dessinées
 +
|Comic strips
 +
|130
 +
|Although headings in this category are generally established under title and tagged 130, those that are established under personal or corporate names are tagged 100 or 110.
 +
|- style="vertical-align:top"
 +
|Banques
 +
|Banks
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Bars
 +
|Bars
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Bibliothèques
 +
|Libraries
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Boîtes de nuit
 +
|Night clubs
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Bourses
 +
|Stock exchanges
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Camps de concentration
 +
|Concentration camps
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Camps de réfugiés
 +
|Refugee camps
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Camps d'internement
 +
|Internment camps
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Cantons québécois (Divisions cadastrales)
 +
[Quebec townships (cadastral divisions)]
 +
|n/a
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Cathédrales
 +
|Cathedrals
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Célébrations, spectacles et anniversaires publics
 +
|Public celebrations, pageants, anniversaries
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Centres commerciaux
 +
|Shopping centers
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Centres d'hébergement et de soins de longue durée, maisons de soins infirmiers
 +
|Nursing homes
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Chambres de commerce 
 +
|Boards of trade (Chambers of commerce)
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Chambres de commerce
 +
|Chambers of commerce
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Chantiers navals
 +
|Shipyards
 +
|110
 +
|
 +
|-style="vertical-align:top"
 +
|Chapelles
 +
|Chapels
 +
|110
 +
|Headings in this category are for chapels that are free-standing; that is, they are not building details nor parts of complex structures. Headings for chapels that are building details or parts of complex structures are established as subject headings (for further information, please consult the document [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, List 2]).
 +
|- style="vertical-align:top"
 +
|Chemins de fer
 +
|Railroads
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Cimetières
 +
|Cemeteries
 +
|110
 +
|Headings in this category are for named cemeteries as corporate bodies. Headings for cemeteries that are archaeological sites are established as subject headings (for further information, please consult the document  [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, Liste 2]).
 +
|- style="vertical-align:top"
 +
|Circonscriptions électorales
 +
[Electoral districts]
 +
|n/a
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Circonscriptions foncières
 +
[Registration divisions]
 +
|n/a
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Circonscriptions scolaires
 +
|School districts
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Cirques
 +
|Circuses 
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Clubs de loisirs
 +
|Country clubs
 +
|110 
 +
|
 +
|- style="vertical-align:top"
 +
|Collections nommées
 +
|Named collections
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Collectivités nouvelles
 +
|Planned communities
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Collèges (Enseignement supérieur)
 +
|Colleges
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Comarques
 +
|Comarcas 
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Communautés collectivistes
 +
|Collective settlements
 +
|151 
 +
|
 +
|- style="vertical-align:top"
 +
|Communes (Contre-culture)
 +
|Communes
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Compagnies d'opéra
 +
|Opera companies
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Compagnies théâtrales
 +
|Theater companies
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Compétitions
 +
|Competitions
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Compétitions sportives
 +
|Athletic contests 
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Concours
 +
|Contests 
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Confessions religieuses
 +
|Religious denominations
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Confessions religieuses individuelles
 +
|Denominations, Religious (Individual)
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Courses
 +
|Races (Contests)
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Couvents
 +
|Convents
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Crématoriums
 +
|Crematories
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Dancings (Salles de danse)
 +
|Dance halls
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Défilés
 +
|Parades
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Dispensaires
 +
|Dispensaries
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Districts d'assainissement
 +
|Sanitation districts
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Districts de bibliothèques
 +
|Library districts
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Districts de conservation
 +
|Conservation districts
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Districts de parcs
 +
|Park districts
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Districts de services publics
 +
|Utility districts
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Districts des eaux
 +
|Water districts
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Districts forestiers
 +
|Forest districts
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Districts judiciaires
 +
[Judicial districts]
 +
|n/a
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Districts miniers
 +
|Mining districts
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Districts récréatifs
 +
|Recreation districts
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Divisions de recensement
 +
[Census divisions]
 +
|n/a
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Écloseries
 +
|Fish hatcheries
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Écoles
 +
|Schools
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Églises (en usage ou en ruines)
 +
|Churches (In use or ruins) 
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Émissions radiophoniques
 +
|Radio programs
 +
|130
 +
|
 +
|- style="vertical-align:top"
 +
|Émissions télévisées
 +
|Television programs
 +
|130
 +
|
 +
|- style="vertical-align:top"
 +
|Entités ecclésiastiques qui sont également des noms de lieux, par exemple, Église catholique. Diocèse de Trois-Rivières; Constantinople (Patriarcat œcuménique)
 +
|Ecclesiastical entities that are also names of places, for example, Catholic Church. Diocese of Basel (Switzerland); Constantinople (Ecumenical patriarchate)
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Entrepreneurs de pompes funèbres
 +
|Undertakers
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Établissements correctionnels
 +
|Correctional institutions
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Établissements d'enseignement
 +
|Educational institutions
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Étiquettes d'enregistrements sonores
 +
|Sound recording labels
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Études (Projets de recherche)
 +
|Studies (Research projects)
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Événements
 +
|Events
 +
|111
 +
|Events that are formally convened, directed toward a common goal, capable of being reconvened, and that have a formal name. See [https://www.loc.gov/aba/publications/FreeSHM/H1592.pdf SHM H 1592]  for a list of types of events to be established in the name authority file.
 +
|- style="vertical-align:top"
 +
|Expéditions militaires
 +
|Expeditions, Military
 +
|111
 +
|Headings in this category are military expeditions that are not campaigns, battles, sieges, etc. Military expeditions that are campaigns, battles, sieges, etc., are established as subject headings (for further information, please consult the document [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, Liste 2]).
 +
|- style="vertical-align:top"
 +
|Expéditions scientifiques
 +
|Expeditions, Scientific
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Expositions
 +
|Exhibitions
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Expositions
 +
|Expositions
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Expositions
 +
|Shows (Exhibitions)
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Festivals et célébrations
 +
|Festivals and celebrations
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Festivals et célébrations folkloriques
 +
|Folk festivals and celebrations
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Films
 +
|Motion pictures
 +
|130
 +
|
 +
|- style="vertical-align:top"
 +
|Foires
 +
|Fairs
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Fonds (Organismes de gestion économique)
 +
|Funds
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Forêts (Organismes administratifs)
 +
|Forests (Administrative agencies)
 +
|110
 +
|Headings in this category are always qualified by the term (Organisme administratif).  Headings for forests as geographic entities are established as subject headings, (for further information, please consult the document [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, Liste 2]).
 +
|- style="vertical-align:top"
 +
|Gangs
 +
|Gangs
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Groupes de discussions électroniques
 +
|Electronic discussion groups
 +
|130
 +
|
 +
|- style="vertical-align:top"
 +
|Herbiers
 +
|Herbariums
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Hôpitaux
 +
|Hospitals
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Hospices pour indigents
 +
|Poorhouses
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Hotels
 +
|Hôtels
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Installations militaires actives (comprend également toutes les installations postérieures à 1899)
 +
|Military installations (active; also all after 1899)
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Jardins botaniques
 +
|Botanical gardens
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Jardins zoologiques
 +
|Zoological gardens
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Jeux (Événements)
 +
|Games (Events)
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Jeux vidéo individuels
 +
|Video games, Individuals
 +
|130
 +
|Headings for individual video games are established as titles. Headings for video game franchises are established as topical subject headings (for further information, please consult the document [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, Liste 2]).
 +
|- style="vertical-align:top"
 +
|Juridictions antiques (autres que les villes)
 +
|Jurisdictions, Ancient (other than cities)
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Juridictions médiévales et modernes (y compris les anciennes juridictions)
 +
|Jurisdictions, Medieval and modern (including former jurisdictions)
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Laboratoires
 +
|Laboratories
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Logiciels
 +
|Software, Computer
 +
|130
 +
|Although headings in this category are generally established under title and tagged 130, those that are established under personal or corporate names are tagged 100 or 110.
 +
|- style="vertical-align:top"
 +
|Magasins de détail
 +
|Stores, Retail
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Maisons de transition
 +
|Halfway houses
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Manèges militaires
 +
|Armories
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Manifestations sportives
 +
|Sporting events
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Marchés
 +
|Markets
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Marques d'éditeurs
 +
|Publisher's imprints
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Monastères
 +
|Monasteries
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Morgues
 +
|Morgues
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Mosquées
 +
|Mosques
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Motels
 +
|Motels
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Musées
 +
|Museums
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Musées et galeries d'art
 +
|Galleries
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Navires
 +
|Ships
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Observatoires
 +
|Observatories
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Œuvres d'art individuelles
 +
|Art works, Individual
 +
|100, 110, 130
 +
|
 +
|- style="vertical-align:top"
 +
|Œuvres d'art individuelles
 +
|Individual works of art
 +
|100, 110, 130
 +
|
 +
|- style="vertical-align:top"
 +
|Œuvres d’art individuelles
 +
|Works of art, Individual 
 +
|100, 110, 130
 +
|
 +
|- style="vertical-align:top"
 +
|Orphelinats
 +
|Orphanages
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Parcs (Organismes administratifs)
 +
|Parks (Administrative agencies)
 +
|110
 +
|Headings in this category are always qualified by the term (Organisme administratif).
 +
Headings for parks as geographic entities are established as subject headings (for further information, please consult the document [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, Liste 2]).
 +
|- style="vertical-align:top"
 +
|Parcs d'affaires
 +
|Business parks
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Parcs industriels
 +
|Industrial districts
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Parcs scientifiques
 +
|Research parks
 +
|110
 +
|Headings in this category are for areas of land that are devoted to institutions carrying out academic or industrial research.  Geographic headings for parks intended for recreation, conservation, etc., are established as subject headings (for further information, please consult the document [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, Liste 2]).
 +
|- style="vertical-align:top"
 +
|Parties de villes
 +
|City sections
 +
|151
 +
|This category includes historic districts and special economic zones in cities.
 +
|- style="vertical-align:top"
 +
|Personnages bibliques
 +
|Biblical characters 
 +
|100
 +
|
 +
|- style="vertical-align:top"
 +
|Planétariums
 +
|Planetariums
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Plans (Programmes)
 +
|Plans (Programs)
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Premières Nations  (en tant qu'entités juridiques uniquement; Canada  uniquement) et tribus (en tant qu'entités juridiques uniquement;  États-Unis uniquement)
 +
|Tribes (as legal entities only; U.S. and Canada only)
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Prisons
 +
|Prisons
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Programmes informatiques et logiciels
 +
|Computer programs and software
 +
|130
 +
|Although headings in this category are generally established under title and tagged 130, those that are established under personal or corporate names are tagged 100 or 110.
 +
|- style="vertical-align:top"
 +
|Projets de logements
 +
|Housing projects
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Projets, plans, etc.
 +
|Projects, plans, etc.
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Pueblos (Villages)
 +
|Pueblos
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Régions et sous-régions administratives québécoises
 +
[Québec administrative regions and sub-regions]
 +
|n/a
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Relais routiers
 +
|Truck stops
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Réserves (Organismes administratifs gérant des parcs, des forêts, etc.)
 +
|Reserves (Administrative agencies)
 +
|110
 +
|Headings in this category are always qualified by the term (Organisme administratif). Headings for reserves as geographic entities are established as subject headings (for further information, please consult the document [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, Liste 2]).
 +
|- style="vertical-align:top"
 +
|Résidences pour personnes âgées
 +
|Old age homes
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Restaurants
 +
|Restaurants
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Salles de concert
 +
|Concert halls
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Salons funéraires, morgues
 +
|Funeral homes, mortuaries
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Sanatoriums
 +
|Sanatoriums
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Satellites artificiels
 +
|Artificial satellites
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Satellites artificiels
 +
|Satellites, Artificial
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Seigneuries
 +
[Lordships]
 +
|n/a
 +
|151
 +
|
 +
|- style="vertical-align:top"
 +
|Services d'assistance téléphonique
 +
|Helplines, hotlines
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Sites Web
 +
|Web sites
 +
|130
 +
|
 +
|- style="vertical-align:top"
 +
|Sociétés savantes
 +
|Academies
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Stations biologiques 
 +
|Biological stations 
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Stations d'expérimentation
 +
|Experiment stations
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Stations de radiodiffusion
 +
|Broadcasting stations
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Stations de recherche
 +
|Research stations
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Stations écologiques
 +
|Ecological stations
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Stations-service
 +
|Service stations
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Synagogues
 +
|Synagogues
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Téléscopes
 +
|Telescopes
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Temples (en usage; exclut les temples en ruine)
 +
|Temples (in use; excludes temples in ruins)
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Tournois (Sports et jeux)
 +
|Tournaments
 +
|111
 +
|
 +
|- style="vertical-align:top"
 +
|Universités
 +
|Universities
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Usines
 +
|Factories
 +
|110
 +
|
 +
|- style="vertical-align:top"
 +
|Véhicules spatiaux
 +
|Space vehicles
 +
|110
 +
|
 +
|}
  
−
LC SHM Instruction Sheet [https://www.loc.gov/aba/publications/FreeSHM/H0405.pdf H 0405 - Establishing Certain Entities in the Name or Subject Authority File ]  &nbsp;&nbsp;(PDF, 76 KB)&nbsp;&nbsp;  <br>
+
<!--
 +
|- style="vertical-align:top"
 +
|Animaux nommés
 +
|Animals, Named
 +
|100
 +
|
 +
|- style="vertical-align:top"
 +
|Dieux individuels
 +
|Gods (Individual)*
 +
|100
 +
|Cette catégorie de vedettes concerne les dieux individuels. Les vedettes des groupes de dieux sont établies comme vedettes-matière (pour de plus amples informations, consulter le document [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, Liste 2]).  
 +
|- style="vertical-align:top"
 +
|Personnages fictifs individuels
 +
|Fictitious characters (Individual)
 +
|100
 +
|Cette catégorie de vedettes concerne les personnages fictifs individuels. Les vedettes des groupes de personnages fictifs sont établies comme vedettes-matière (pour de plus amples informations, consulter le document [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, Liste 2]).  
 +
|- style="vertical-align:top"
 +
|Personnages légendaires individuels
 +
|Legendary characters (Individual)
 +
|100
 +
|Cette catégorie de vedettes concerne les personnages légendaires individuels. Les vedettes des groupes de personnages légendaires sont établies comme vedettes-matière (pour de plus amples informations, consulter le document [https://rvmweb.bibl.ulaval.ca/rvmweb/contenu/contenu.do?chemin=/autorites-de-noms-propres Noms propres en vedettes-matière, Liste 2]).
 +
|- style="vertical-align:top"
 +
|Personnages mythologiques individuels
 +
|Mythological figures (Individual)
 +
|100
 +
|
 +
-->
  
−
''Last update: August 2020''
+
''Last update: 2024-08-26''<!--(2024-08-26)-->
  
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
  
 
=PCC Post RDA Test Guidelines=
 
=PCC Post RDA Test Guidelines=
−
[https://www.loc.gov/aba/pcc/rda/PCC%20Post%20RDA%20Test%20Guidelines.html PCC Post RDA Test Guidelines] &nbsp;&nbsp;<br>
+
PFAN follows [https://www.loc.gov/aba/pcc/rda/PCC%20Post%20RDA%20Test%20Guidelines.html PCC Post RDA Test Guidelines] &nbsp;&nbsp;<br>
  
−
''Last update: October 2, 2020''
+
''Last update: 2020-10-02''<!--(2020-12-08)-->
  
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
  
 
=PCC Guidelines for the Application of Relationship Designators in NACO Authority Records=
 
=PCC Guidelines for the Application of Relationship Designators in NACO Authority Records=
 +
PFAN follows [[Media:Lignes directrices du PCC pour l'application des indicateurs de relation dans les notices d'autorité de NACO PFAN ENG.pdf| PCC Guidelines for the Application of Relationship Designators in NACO Authority Records with Adapted Examples for PFAN]]
 +
 +
''Last Update with PFAN Examples: 2020-05-04''
 
<br>
 
<br>
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
  
−
=Authority File Comparison Rules (NACO normalization)=
+
=Authority File Comparison Rules=
−
[https://www.loc.gov/aba/pcc/naco/documents/SCA_PccNormalization_Final_revised.pdf Authority File Comparison Rules (NACO Normalization)] &nbsp;&nbsp;(PDF, 72 KB)<br>
+
PFAN follows [https://www.loc.gov/aba/pcc/naco/documents/SCA_PccNormalization_Final_revised.pdf Authority File Comparison Rules (NACO Normalization)] &nbsp;&nbsp;(PDF, 72 KB)<br>
  
−
''Approved November 2007, with further revision April 1, 2009''  
+
''Last update: 2020-04-09''  
 
<br>
 
<br>
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
  
 
=Romanization=
 
=Romanization=
 +
 +
Generally speaking, the PFAN prefers to use current ISO romanization standards. These internationally-accepted standards normally make it possible for the user to reverse the romanization; automatic data processing is also possible.
 +
 +
However, for some languages or scripts, it sometimes happens that no ISO standard is available, as in the case of Inuktitut, or that the relevant ISO standard ignores some essential linguistic elements or some important aspects of romanization, such as reversibility of the operation. For instance, the ISO transliteration table for Armenian does not include letters used with a numerical value; for this reason, the BnF table (used as a basis for the ISO standard) has been preferred. The following table shows which romanization standard has been chosen for each individual language.
 +
 +
These were all individually selected; in each case, the goal is always to allow for a standard transliteration which is both reversible and as complete as possible.
  
 
{| class="wikitable sortable mw-collapsible" style="background:none; width:100%"
 
{| class="wikitable sortable mw-collapsible" style="background:none; width:100%"
Line 47: Line 954:
 
|Arabic alphabet
 
|Arabic alphabet
 
|[https://www.iso.org/en/standard/4118.html ISO 233-2:1993] Information and Documentation -- Arabic characters into Latin characters -- Part 2: Arabic language -- Simplified transliteration
 
|[https://www.iso.org/en/standard/4118.html ISO 233-2:1993] Information and Documentation -- Arabic characters into Latin characters -- Part 2: Arabic language -- Simplified transliteration
 +
|- style="vertical-align: top;"
 +
|<span style="color:red>Amharic</span>
 +
|<span style="color:red>Ethiopian alphasyllabary (geʻez)</span>
 +
|<span style="color:red>[https://www.loc.gov/catdir/cpso/romanization/amharic.pdf ALA-LC 2011] Amharic romanization table</span>
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Armenian
 
|Armenian
 
|Armenian alphabet
 
|Armenian alphabet
−
|[https://www.iso.org/en/standard/17893.html ISO 9985:1996] Information and Documentation -- Transliteration of Armenian characters into Latin characters
+
|BnF [https://kitcat.bnf.fr/consignes-catalogage/translitteration-de-larmenien Translittération de l'arménien] based on [https://www.iso.org/en/standard/17893.html ISO 9985:1996] Information and Documentation -- Transliteration of Armenian characters into Latin characters
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Assamese
 
|Assamese
Line 62: Line 973:
 
|Belarusian
 
|Belarusian
 
|Cyrillic alphabet
 
|Cyrillic alphabet
−
|[https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
+
|BnF [https://kitcat.bnf.fr/consignes-catalogage/translitteration-du-russe-du-bielorusse-et-de-lukrainien-contemporains Translittération du russe, du biélorusse et de l'ukrainien contemporains] based on [https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages <br>
 +
Exception: For Cyrillic letter Ё/ё, do not apply the instructions under "Remarque" in the BnF table. The letter Ё/ё is always romanized with the Latin letter Ë/ë (E umlaut/e umlaut), according to the following instructions:
 +
{| class="wikitable" style="background:none; width:50%"
 +
|+
 +
! style="background-color:#f8f9fa; border:solid 1px grey;width:5%" |N° d'ordre ISO
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Majuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Code Unicode de la majuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Translittération de la majuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Code Unicode de la translittération de la majuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Minuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Code Unicode de la minuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Translittération de la minuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Code Unicode de la translittération de la minuscule
 +
|- style="vertical-align: top;"
 +
|9
 +
|Ё
 +
|0401
 +
|Ë
 +
|00CB
 +
|ё
 +
|0451
 +
|ë
 +
|00EB
 +
|}
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Bulgarian
 
|Bulgarian
 
|Cyrillic alphabet
 
|Cyrillic alphabet
−
|[https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
+
|BnF [https://kitcat.bnf.fr/consignes-catalogage/translitteration-du-bulgare-et-du-macedonien-contemporains Translittération du bulgare et du macédonien contemporains] based on [https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Chinese
 
|Chinese
 
|Chinese characters
 
|Chinese characters
−
|[https://www.iso.org/en/standard/61420.html ISO 7098:2015] Information and Documentation -- Romanization of Chinese
+
|[https://www.iso.org/en/standard/61420.html ISO 7098:2015] Information and Documentation -- Romanization of Chinese and ALA-LAC Romanization Table –  [https://www.loc.gov/catdir/cpso/romanization/chinese.pdf Chinese] follow the principle of Pinyin. In the absence of [https://mcas-proxyweb.mcas.ms/certificate-checker?login=false&&originalUrl=https://www.iso.org.mcas.ms/fr/standard/61420.html?McasTsid=20893&&McasCSRF=04aadd76f607132bd68928974deeaeec2ed98cb4c3366e74a2d39a4e38683437 ISO ISO 7098:2015], it is appropriate to follow the ALA-LC Romanization table – [https://www.loc.gov/catdir/cpso/romanization/chinese.pdf Chinese], with the following exceptions:<br>
 +
<br>
 +
<ul>
 +
<li>Names of continents and regions which have already become Chinese words are written as one word.</li>
 +
* Feizhou (非洲, Africa) '''NOT''' Fei Zhou
 +
* Nanmei (南美, South America) '''NOT''' Nan Mei
 +
* Dongnanya (东南亚, Southeast Asia) '''NOT''' Dong nan Ya <br>
 +
 
 +
<li>Ethnic names and tribe names are written as one word with the initial letter capitalized.</li>
 +
* Hanzu (汉族, Han, Chinese ethnic group) '''NOT''' Han zu
 +
* Maolizu (毛利族, Māori) '''NOT''' Maoli zu
 +
* Weiwuerzu (维吾尔族, Uighur, Chinese ethnic group) '''NOT''' Weiwuer zu <br>
 +
 
 +
<li>Language names are written as one word with the initial letter capitalized.</li>
 +
* Yingyu (英语，English) '''NOT''' Ying yu
 +
* Kejiahua (客家话, Hakka) '''NOT''' Kejia hua <br>
 +
 
 +
<li>Religions/religious followers are written as one word with the initial letter capitalized.</li>
 +
* Jidujiao (基督教, Christianity) '''NOT''' Jidu jiao
 +
* Jidutu (基督徒, Christian) '''NOT''' Jidu tu </ul><br>
 +
 
 +
ISO 7098:2015 specifies that " Tone marks may be written as a learning tool; however, they can be omitted for convenience."  PFAN omits the tone marks when applying this instruction.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Georgian
 
|Georgian
 
|Georgian alphabet
 
|Georgian alphabet
−
|[https://www.iso.org/en/standard/17892.html ISO 9984:1996] Information and Documentation -- Transliteration of Georgian characters into Latin characters
+
|BnF [https://kitcat.bnf.fr/consignes-catalogage/translitteration-du-georgien Translittération du géorgien] based on [https://www.iso.org/en/standard/17892.html ISO 9984:1996] Information and Documentation -- Transliteration of Georgian characters into Latin characters
 +
|-
 +
|Greek
 +
|Greek alphabet
 +
|[https://www.iso.org/standard/5215.html ISO 843:1997] Information and documentation -- Conversion of Greek characters into Latin characters
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Gujarati
 
|Gujarati
Line 83: Line 1,042:
 
|Hebrew characters
 
|Hebrew characters
 
|[https://www.iso.org/en/standard/4162.html ISO 259-2:1994] Documentation -- Transliteration of Hebrew characters into Latin characters -- Part 2: Simplified transliteration
 
|[https://www.iso.org/en/standard/4162.html ISO 259-2:1994] Documentation -- Transliteration of Hebrew characters into Latin characters -- Part 2: Simplified transliteration
 +
<span style="color:red>For further information, please consult ''Romanisation des caractères hébraïques''.</span><br>
 +
The romanization of Hebrew often requires consultation of dictionaries and other sources in addition to the ISO romanization table, mainly for the purpose of providing vowels. The main dictionary employed is Hamilŵn heḥadaš (Yrẇšalayim: Qiryat-seper, 1966-1970) by ʾAbraham ʾEben-Šwšan). For more information on the various editions of this dictionary, see the [https://en.wikipedia.org/wiki/Even-Shoshan_Dictionary English Wikipedia article] dedicated to it.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Hindi
 
|Hindi
Line 91: Line 1,052:
 
|Canadian Aboriginal syllabics  
 
|Canadian Aboriginal syllabics  
 
|[https://www.loc.gov/catdir/cpso/romanization/inuktitut.pdf ALA-LC 2011] Inuktitut romanization table
 
|[https://www.loc.gov/catdir/cpso/romanization/inuktitut.pdf ALA-LC 2011] Inuktitut romanization table
 +
|- style="vertical-align: top;"
 +
|Japanese
 +
|Japanese script (hiragana, katakana et kanji)
 +
|[https://www.loc.gov/catdir/cpso/romanization/japanese.pdf ALA-LC 2012] Japanese Romanization Table
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Kannada
 
|Kannada
 
|Kannada alphasyllabary
 
|Kannada alphasyllabary
 
|[https://www.iso.org/en/standard/28333.html ISO 15919:2001] Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
 
|[https://www.iso.org/en/standard/28333.html ISO 15919:2001] Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
 +
|- style="vertical-align: top;"
 +
|Korean
 +
|Korean script
 +
|BnF [https://kitcat.bnf.fr/consignes-catalogage/translitteration-du-coreen-han-kul-et-han-ca Translittération du coréen (han kūl et han ča)]
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Slavic and non-Slavic Languages
 
|Slavic and non-Slavic Languages
Line 102: Line 1,071:
 
|Macedonian
 
|Macedonian
 
|Cyrillic alphabet  
 
|Cyrillic alphabet  
−
|[https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
+
|[https://kitcat.bnf.fr/consignes-catalogage/translitteration-du-bulgare-et-du-macedonien-contemporains Translittération du bulgare et du macédonien contemporains] based on [https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages  
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Malayalam
 
|Malayalam
Line 134: Line 1,103:
 
|Russian
 
|Russian
 
|Cyrillic alphabet
 
|Cyrillic alphabet
−
|[https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
+
|BnF [https://kitcat.bnf.fr/consignes-catalogage/translitteration-du-russe-du-bielorusse-et-de-lukrainien-contemporains Translittération du russe, du biélorusse et de l'ukrainien contemporains] based on [https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages <br>
 +
Exception: For Cyrillic letter Ё/ё, do not apply the instructions under "Remarque" in the BnF table. The letter Ё/ё is always romanized with the Latin letter Ë/ë (E umlaut/e umlaut), according to the following instructions:
 +
{| class="wikitable" style="background:none; width:50%"
 +
|+
 +
! style="background-color:#f8f9fa; border:solid 1px grey;width:5%" |N° d'ordre ISO
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Majuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Code Unicode de la majuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Translittération de la majuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Code Unicode de la translittération de la majuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Minuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Code Unicode de la minuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Translittération de la minuscule
 +
! style="background-color:#f8f9fa; border:solid 1px grey; width:5%" |Code Unicode de la translittération de la minuscule
 +
|- style="vertical-align: top;"
 +
|9
 +
|Ё
 +
|0401
 +
|Ë
 +
|00CB
 +
|ё
 +
|0451
 +
|ë
 +
|00EB
 +
|}
 +
If the Cyrillic letter Е/е is used instead of the letter Ё/ё in the source, it is the letter Е/е that should be romanized according to the instructions in the table.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Sanskrit, Prakrit
 
|Sanskrit, Prakrit
Line 142: Line 1,135:
 
|Serbian
 
|Serbian
 
|Cyrillic alphabet
 
|Cyrillic alphabet
−
|[https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
+
|[https://www.loc.gov/catdir/cpso/romanization/serbian.pdf ALA-LC Romanization Tables -- Serbian] [Replaces ISO 9:1995 table as of 2021-11-12]
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Tajiki
 
|Tajiki
Line 163: Line 1,156:
 
|Ukrainian
 
|Ukrainian
 
|Cyrillic alphabet
 
|Cyrillic alphabet
−
|[https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
+
|BnF [https://kitcat.bnf.fr/consignes-catalogage/translitteration-du-russe-du-bielorusse-et-de-lukrainien-contemporains Translittération du russe, du biélorusse et de l'ukrainien contemporains] based on [https://www.iso.org/en/standard/3589.html ISO 9:1995] Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages  
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|Yiddish
 
|Yiddish
Line 170: Line 1,163:
 
|}
 
|}
  
−
<br>
+
''Last update: 2023-10-30'' <!--(2023-10-30)-->
 +
 
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
  
 
=Non-exhaustive List of Verifications to Make to an Existing Record=  
 
=Non-exhaustive List of Verifications to Make to an Existing Record=  
−
<br>
+
'''General Information'''
−
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 
−
 
 
−
==General Information==
 
 
* Verify that the characters used are only those in the MARC 8 character set.
 
* Verify that the characters used are only those in the MARC 8 character set.
−
* Genrally, the information must provided in French. If a record is derived from an original English record, one can leave fields 670 and 675 in English but it must be ensured that the information recorded in other fields is in French. It is understood that all information in English will not necessarily have an equivalent in French. This would be the case, for example, for terms belonging to a controlled vocabulary for which there is no French version. In this case, the information must be deleted.  
+
* Generally, the information must be provided in French. When information quoted in field 670 comes from a source in a language other than French, the Guide asks cataloguers to “generally translate the information into French, in an informal manner, summarizing as appropriate”. If the existing record was originally created by LAC in English, or if it is a migrated record derived from a record that was originally in English, fields 670 and 675 can remain in English but it must be ensured that the information recorded in other fields is in French. It is understood that all information in English will not necessarily have an equivalent in French. This would be the case, for example, for terms belonging to a controlled vocabulary for which there is no French version. In this case, the information must be deleted.  
 
{| class="wikitable sortable mw-collapsible" style="background:none;"
 
{| class="wikitable sortable mw-collapsible" style="background:none;"
 
|+
 
|+
Line 190: Line 1,181:
 
Position 10 (Descriptive cataloging rules) : must be changed to "z". Note: When 008/10 is changed to "z" (Other), a field 040 $e rda is automatically added. The reverse is not true.
 
Position 10 (Descriptive cataloging rules) : must be changed to "z". Note: When 008/10 is changed to "z" (Other), a field 040 $e rda is automatically added. The reverse is not true.
  
−
Position 39 (Source of cataloging): la value initially recorded in this field is retained; do not modify this value when updating a record, except if the initial value was incorrect. The initial value is incorrect if it is not " " [blank] for a record created originally by LAC, BAnQ or LC (symbol CaOONL,  CaQMBN or DLC in field 040 $a) or "c" (Cooperative cataloguing program) for a record created originally by an university or NACO participant (symbol for the university or NACO participant appearing in field 040 $a).
+
Position 39 (Source of cataloging): the value initially recorded in this field is retained; do not modify this value when updating a record, except if the initial value was incorrect. The initial value is incorrect if it is not " " [blank] for a record created originally by LAC, BAnQ or LC (symbol CaOONL,  CaQMBN or DLC in field 040 $a) or "c" (Cooperative cataloguing program) for a record created originally by an university or NACO participant (symbol for the university or NACO participant appearing in field 040 $a).
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|010     
 
|010     
−
|Supprimer si cette zone est présente.
+
|Delete this field if it is present.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|016  
 
|016  
−
|S’il n’y a pas de numéro Canadiana, vérifier dans le fichier LC si la même entité est représentée par une autorité et si celle-ci comporte un numéro Canadiana (on peut préciser la recherche avec cs:caoonl). Si oui, ajouter ce numéro dans la notice en changeant le code de langue E à la fin de la zone par le code F (ou en l’ajoutant s’il est absent).
+
|If there is no Canadiana number, verify in the LC field if the same entity is represented by an authority and if it contains a Canadiana number (it is possible to refine the search by using cs:caoonl). If yes, add this number to the record by changing the language code E at the end of the field to the code F (or by adding the code if it is absent).
  
−
S’il y a un numéro Canadiana mais que celui-ci ne se termine pas par le code de langue F, ajouter ce code à la fin du numéro.
+
If there is a Canadiana number but it does not end with the language code F, add this code to the end of the number.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|024     
 
|024     
−
|Vérifier le codage (en particulier les $0 et $1 pour les URI).  
+
|Verify the coding (in particular subfields $0 and $1 for URIs).
 +
|- style="vertical-align: top;"
 +
|035 
 +
|Never delete a field 035.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|040  
 
|040  
−
|S'assurer que la sous-zone $e rda est présente, après avoir vérifié que la 1XX, les 4XX et les 5XX sont conformes à RDA.
+
|Do not modify codes in subfields $a, $c and $d. If an error message during record validation indicates an inconsistency between field 040 and field 008/39, change the value in field 008/39 to make it consistent with the code in 040 $a rather than changing this code.
 +
Exception: When updating an authority record coded FrPBN in 040 $a, recode subfield $a to the PFAN institution code contributing the record, which is present in subfield $c. Position 008/39 should be coded c.
 +
 
 +
Ensure that subfield $e rda is present, after having verified that field 1XX, fields 4XX and fields 5XX comply with RDA.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|043
 
|043
−
|Cette zone ne peut être employée que dans les notices de noms géographiques (notices avec zone 151). Supprimer la zone dans les autres cas, c.-à-d. lorsque la notice comporte une zone 100, 110, 111 ou 130.
+
|This field cannot be used in records for geographic names (records with field 151). Delete this field in other cases such as when the record contains an occurrence of field 100, 110, 111 or 130.
 +
|- style="vertical-align: top;"
 +
|<span style="color:red>046</span>
 +
|<span style="color:red>In authority records for corporate names, please check that the dates in subfields $s and $t are indeed the earliest and latest dates in a period of activity, and not the dates the corporate body was established or terminated. If the information refers to the establishment date or the termination date, please recode these dates in subfields $q and $r. In the case of meetings, congresses, etc., please keep in mind that the dates associated with a single meeting, or a specific conference belonging to a series of conferences, are recorded in subfields $s and $t, while the dates of establishment and termination of a series of conferences are recorded in subfields $q and $r. For further information, please consult the Name authority manual, section 046. </span>
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|053
 
|053
−
|S'assurer de déplacer les indices de la classe PS8000 dans la zone 065 puis supprimer la zone 053.
+
|Ensure that classification numbers for class PS8000 are moved to field 065 and that field 053 is deleted.<br>
 +
Example: <div style="padding-left:100px; padding-top:5px; padding-right:30px; padding-bottom:5px; text-indent:-85px; font-family:courier new; background-color:#f8f9fa; border:1px solid #eaecf0;">053 #4 PS8539.R47 $5 CaOONL</div>
 +
becomes <div style="padding-left:100px; padding-top:5px; padding-right:30px; padding-bottom:5px; text-indent:-85px; font-family:courier new; background-color:#f8f9fa; border:1px solid #eaecf0;">065 ## PS8539.R47 $2fcps $5CaOONL</div>
  
−
Exemple :<blockquote>053 #4 PS8539.R47 $5 CaOONL</blockquote><blockquote>devient</blockquote><blockquote>065 ## PS8539.R47 $2fcps $5CaOONL</blockquote>S'assurer d'ajouter un point entre l'indice et le Cutter s'il en manque un.
+
Be sure to add a period between the classification number and the Cutter if one exists.
  
−
Exemple:<blockquote>053 #4 PS8595 I5834 $5 CaOONL</blockquote><blockquote>devient</blockquote><blockquote>065 ## PS8595.I5834 $2 fcps $5 CaOONL</blockquote>Attention : La zone 053 reste valable pour les indices de la classification LC (PA-PT), y compris les indices PR9180-9199.4 pour la littérature canadienne française, les indices PR9180-9199.4 pour la littérature canadienne anglaise et les indices PS1-3626 pour la littérature américaine.
+
Example:<div style="padding-left:15px; padding-top:5px; padding-right:30px; padding-bottom:5px; font-family:courier new; background-color:#f8f9fa; border:1px solid #eaecf0;">053 #4 PS8595 I5834 $5 CaOONL</div>
 +
becomes <div style="padding-left:15px; padding-top:5px; padding-right:30px; padding-bottom:5px; font-family:courier new; background-color:#f8f9fa; border:1px solid #eaecf0;">065 ## PS8595.I5834 $2 fcps $5 CaOONL</div>
 +
 
 +
Caution: Field 053 remains valid for LC classification numbers (PA-PT), including the classification numbers <span style="color:red>PQ3900-3919.3</span> for French-Canadian literature, the classification numbers PR9180-9199.4 for English-Canadian literature and classification numbers PS1-3626 for American literature.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|083  
 
|083  
−
|Les notices de BAnQ qui ont été versées dans Canadiana et comprennent cette zone ne comportent pas la sous-zone $2, ce qui empêche de sauvegarder la notice. Pour pouvoir sauvegarder la notice, changer la valeur du 1er indicateur pour 7 et ajouter la sous-zone $2 23 avant la sous-zone $5 CaQMBN.
+
|BAnQ records that were loaded into Canadiana and that contain this field do not contain subfield $2, which prevents the record from being saved. To be able to save the record, change the value in the first indicator to 7 and add subfield $2 23 before subfield $5 CaQMBN.
−
Exemple : <blockquote>083 04 C841.6 C439 $5 CaQMBN</blockquote><blockquote>devient</blockquote><blockquote>083 74 C841.6 C439 $2 23 $5 CaQMBN</blockquote>
+
Exemple :  
 +
<div style="padding-left:15px; padding-top:5px; padding-right:30px; padding-bottom:5px; font-family:courier new; background-color:#f8f9fa; border:1px solid #eaecf0;">083 04 C841.6 C439 $5 CaQMBN</div>
 +
becomes <div style="padding-left:15px; padding-top:5px; padding-right:30px; padding-bottom:5px; font-family:courier new; background-color:#f8f9fa; border:1px solid #eaecf0;">083 74 C841.6 C439 $2 23 $5 CaQMBN</div>
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|1XX     
 
|1XX     
−
|Si la notice n’est pas RDA, corriger le point d’accès si nécessaire pour le rendre conforme à RDA.
+
|If the record is not RDA compliant, correct the access point if necessary to make it RDA compliant.
 +
If field 100 contains the term ''époque'' in subfield $d, replace it with the term ''activité'', regardless of whether the record is AACR2 or RDA coded. Add a field 400 containing the former access point and the subfield $w nnea.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|4XX  
 
|4XX  
−
|Si la notice n’est pas RDA, corriger les points d’accès si nécessaire pour les rendre conformes à RDA.
+
|If the record is not RDA compliant, correct the access points if necessary to make them RDA compliant.
  
−
Ajouter les dates manquantes dans les 400 lorsque la 100 en comporte (BAC a déjà eu pour politique de ne pas les ajouter systématiquement).
+
Add missing dates in field 400 when field 100 contains dates (LAC has had a policy in the past not to add dates systematically.)
  
−
Supprimer les $w non conformes. En particulier,
+
Delete non-compliant $w subfields. In particular,
−
* supprimer toute sous-zone $w ne comprenant qu’un seul code (p. ex. $w d)
+
* delete all occurrences of subfield $w containing only a single code (for ex. $w d)
−
* supprimer toute sous-zone $w comprenant uniquement deux codes si ces codes ne sont pas « nh » (p. ex. $w na).
+
* delete all occurrences of subfield $w containing only two codes if the codes are not "nh" (for ex. $w na).
 +
For more information about subfield $w, see the Manual - MARC 21 Supplement, section [[PFAN - Name Authority Manual - MARC 21 Supplement#4XX Fields Tracings and References - General Information|4XX]].
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|5XX
 
|5XX
−
|Si la notice n’est pas RDA, corriger les points d’accès si nécessaire pour les rendre conformes à RDA, ce qui implique de mettre à niveau les autorités rattachées aux points d’accès.
+
|If the record is not RDA compliant, correct the access points if necessary to make them RDA compliant, which involves upgrading the authorities attached to the access points.
  
−
Dans les cas de changement de nom d'une collectivité, les 5XX devraient relier la collectivité en 1XX uniquement avec la collectivité qui la précède immédiatement et celle qui lui succède immédiatement. Supprimer toute 5XX pour une collectivité qui précède la collectivité immédiatement précédente ou qui succède à la collectivité immédiatement subséquente. Par exemple, dans le cas de la collectivité A qui devient B, laquelle devient à son tour C, l'autorité pour la collectivité A ne devrait pas comprendre de 5XX pour la collectivité C et la collectivité C ne devrait pas comprendre de 5XX pour la collectivité A.
+
In the case of a name change for a corporate body, the 5XX fields should link the corporate body in field 1XX only to the immediately preceeding and immediately succeeding entities. Delete all 5XX fields for an entity that preceeds the immediately preceeding entity or succeeds the immediately succeeding entity. For example, in the case of corporate body A which becomes B, which becomes in turn C, the authority for entity A should not contain a 5XX field for entity C and the authority for entity C should not contain a 5XX field for entity A.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|663
 
|663
−
|S'assurer que la formulation de la note est conforme à la pratique la plus récente (voir FAQ – Pratique de LC-PCC pour la création de notices d’autorité de noms pour les personnes qui utilisent des pseudonymes).
+
|Ensure that the wording of the note complies with the most recent practice (see: [https://wiki.gccollab.ca/images/9/96/FAQ_%E2%80%93_LC-PCC_practice_for_creating_NARs_for_persons_who_use_pseudonyms.pdf FAQ – LC-PCC practice for creating NARs for persons who use pseudonyms (PFAN documentation)] (PDF, 829 KB)).
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|665
 
|665
−
|La zone n’est pas permise dans Canadiana. Si possible, transférer l’information biographique ou historique dans une zone 678 et supprimer la zone.
+
|This field is not permitted in Canadiana. If possible, transfer the biographical or historical information to a 678 field and delete the 665 field.
  
−
Exemple:<blockquote>151  Viernyï (Kazakhstan)</blockquote><blockquote>665  Fondée en 1854, cette ville a porté le nom de Viernyï jusqu'en 1921. Elle s'appelle maintenant Alma-Ata. Comme auteur, on utilise : Alma-Ata (Kazakhstan) ; Viernyï (Kazakhstan). Comme vedette-matière, on utilise : Alma-Ata (Kazakhstan).</blockquote>Dans cet exemple, seule les deux premières phrases peuvent être transférées dans une 678. Les deux autres phrases ne sont pas conservées. Comme le point d'accès n'est pas valide comme vedette-matière, il faut aussi penser à ajouter la 667 suivante:<blockquote>667 ## $a UTILISATION COMME VEDETTE-MATIÈRE : Ce point d'accès ne peut  pas être employé comme vedette-matière. Les œuvres sur ce lieu se  trouvent sous Alma-Ata (Kazakhstan).</blockquote>
+
Example:
 +
<div style="padding-left:15px; padding-top:5px; padding-right:30px; padding-bottom:5px; font-family:courier new; background-color:#f8f9fa; border:1px solid #eaecf0;">151  Viernyï (Kazakhstan)
 +
<div style="padding-left:35px; text-indent:-35px;">665  Fondée en 1854, cette ville a porté le nom de Viernyï jusqu'en 1921. Elle s'appelle maintenant Alma-Ata. Comme auteur, on utilise : Alma-Ata (Kazakhstan) ; Viernyï (Kazakhstan). Comme vedette-matière, on utilise : Alma-Ata (Kazakhstan).</div>
 +
</div>
 +
 
 +
In this example, only the first two phrases can be transferred to a 678 field. The two other phrases are not retained. As the access point is not valid as a subject heading, it is necessary to consider adding the following note in field 667:
 +
 
 +
<div style="padding-left:80px; padding-top:5px; padding-right:30px; padding-bottom:5px; text-indent:-65px; font-family:courier new; background-color:#f8f9fa; border:1px solid #eaecf0;">667 ## $a UTILISATION COMME VEDETTE-MATIÈRE : Ce point d'accès ne peut  pas être employé comme vedette-matière. Les œuvres sur ce lieu se  trouvent sous Alma-Ata (Kazakhstan).</div>
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|667
 
|667
−
|S’assurer que le contenu de la zone est assez général pour être pertinent pour les catalogueurs des autres institutions. Si non, supprimer la zone.
+
|Ensure that the contents of this field are general enough to be pertinent to cataloguers in other institutions. If not, delete the field.
 +
 
 +
Examples of 667 fields to delete:
 +
<div style="font-family:courier new; padding-right:25px; padding-left:15px; padding-top:10px; padding-bottom:10px; line-height:1.4;  border:1px solid #eaecf0; background-color:#f8f9fa;">667  Corpus UL <br>
 +
 
 +
667  UQAC-AU. $5 CaQCU <br>
 +
 
 +
667  Pour le 055, utiliser PS8623.</div>
 +
 
 +
Delete the 667 field containing "CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN" after finalizing the record.
  
−
Exemples de zones 667 à supprimer :<blockquote>667  Corpus UL</blockquote><blockquote>667  UQAC-AU. $5 CaQCU</blockquote><blockquote>667  Pour le 055, utiliser PS8623.</blockquote>BAnQ : Avant l'envoi des notices à OCLC, toutes les 667 ont été copiées dans une zone 899 dans Portoflio pour en préserver le contenu au cas où du contenu local serait supprimé par un autre participant au PFAN, sauf les zones 667 commençant par une des expressions suivantes : "En subdivision :", "Ne pas utiliser en subdivision" et "UTILISATION COMME VEDETTE-MATIÈRE :". Si le contenu d'une 667 copiée en 899 n'est plus pertinent pour BAnQ, penser aussi à supprimer la 899 équivalente dans Portfolio.
+
<span style="color:red>In records derived from the LC/NAF file, remove any 667 fields indicating that URIs have been added to the records.
  
−
Supprimer la 667 CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN après avoir finalisé la notice.
+
<span style="color:red>''Examples :''</span>
 +
<div style="padding-left:15px; padding-top:5px; padding-right:30px; padding-bottom:5px; font-family:courier new; background-color:#f8f9fa; border:1px solid #eaecf0;"><span style="color:red>667 ## $a URIs added to this record for the PCC URI MARC Pilot. Please  do not remove or edit the URIs.</span>
 +
<div style="padding-left:60px; text-indent:-60px;"><span style="color:red>667 ## $a URIs added to 3XX and/or 5XX fields in this record for the PCC URI MARC Pilot. Please do not remove or edit the URIs.</div>
 +
</div></span>
 +
_____
 +
 
 +
BAnQ: Before sending records to OCLC, ensure that all of the 667 fields have been copied into field 899 in Portfolio to preserve their contents in the event that local content is deleted by another PFAN participant, except fields 667 beginning with one of the following expressions: "En subdivision :", "Ne pas utiliser en subdivision" and "UTILISATION COMME VEDETTE-MATIÈRE :". If the content of a 667 field copied into field 899 is no longer pertinent for BAnQ, consider also deleting the corresponding 899 field in Portfolio.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|670
 
|670
−
|Si la notice est dérivée d'une notice originalement en anglais, il n'est  pas nécessaire de traduire la zone en français le cas échéant.
+
|If the existing record was originally created by LAC in English, or if it is a migrated record derived from a record that was originally in English, it is not necessary to translate the field into French, as the case may be.
  
−
Il n'est généralement pas nécessaire de modifier une 670 existante sauf dans les cas prévus dans la FAQ sur la zone 670 (Source des données) dans les notices d’autorités de noms pour NACO.
+
It is generally not necessary to modify an existing 670 field except in cases provided in the FAQ for field 670 (Source data found) in the name authority record for NACO.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|675
 
|675
−
|Si la notice est dérivée d'une notice originalement en anglais, il n'est pas nécessaire de traduire la zone en français le cas échéant.
+
|If the existing record was originally created by LAC in English, or if it is a migrated record derived from a record that was originally in English, it is not necessary to translate the field into French, as the case may be.
  
−
Les occurrences de la sous-zone $a suivant la première doivent être précédées par un point-virgule, espace. Ajouter cette ponctuation si elle est absente.
+
Occurrences of subfield $a following the first occurrence must be preceeded by a semi-colon, space. Add this punctuation if it is missing.
  
−
Supprimer toute sous-zone $a qui cite le fichier d'autorité Canadiana (ex. Autorités Canadiana) sans accompagner cette citation d'une date de consultation.
+
Delete any $a subfield that cites the Canadian authority file (ex. Autorités Canadiana) without accompanying this citation with a consultation date.
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|678
 
|678
−
|S'assurer que le contenu de la zone consiste bien en information biographique ou historique et est approprié pour un affichage public. Le texte doit être formulé sous forme de phrases concises et complètes.
+
|Ensure that the contents of the field truly consist of biographical or historical, that it is appropriate for public viewing, and that it is supported by sources given in a 670 field. For further information, see the Name Authority Manual, section [[PFAN - Name Authority Manual - MARC 21 Supplement#678 Biographical or Historical Data|678]].
−
 
 
−
Le contenu de toutes les zones 665 dans les notices de BAC et de BAnQ a été déplacé vers la zone 678. Il se pourrait que la zone 665 originale ait contenu des instructions sur le point d'accès à employer comme auteur et comme vedette-matière (voir un exemple sous la zone 665 ci-dessus). Supprimer ces instructions dans la zone 678 si elles ont été conservées. Penser à ajouter la zone 667 sur l'emploi comme vedette-matière le cas échéant.
 
−
 
 
−
'''<big>Justification de la zone 678</big>'''
 
−
 
 
−
Généralement, une zone 678 doit être justifiée par une zone 670. Si  elle n'est pas justifiée et que son contenu est approprié pour une note  biographique ou historique, conserver la zone et ajouter une note 670  citant le fichier interne de l'institution qui a fourni la zone 678  comme suit :<blockquote>670 ## Fichier interne de [abréviation de la bibliothèque participante], [date de consultation de Canadiana] …</blockquote><blockquote>Exemple:</blockquote><blockquote>Zone 678 existante :</blockquote><blockquote>    678 1#  Établie en 1940, la Commission du salaire minimum devient le 16 avril 1980 la Commission des normes du travail.</blockquote><blockquote>Zone 670 ajoutée :</blockquote><blockquote>    670 ## Fichier interne de BAC, 29-10-2020 $b (établie en 1940,  la Commission du salaire minimum devient le 16 avril 1980 la Commission  des normes du travail)</blockquote>Si la notice a été modifiée après avoir été migrée, il faut  consulter  l’historique de la notice pour déterminer qui a ajouté la  zone 678 à  l’origine.
 
−
 
 
−
Si la zone 678 n'est pas justifiée et que son contenu n'est pas  approprié pour une note biographique ou historique, ne pas conserver la  zone 678 sauf si une note appropriée peut être rédigée avec les  informations dont on dispose. Noter que la zone 678 est facultative. Si  le contenu de la zone doit être conservé parce qu'il ne se trouve nulle  part ailleurs dans la notice, le transférer dans une note 670 citant le  fichier interne de l'institution qui a fourni la zone 678.
 
−
 
 
−
Exemple:<blockquote>Zone 678 existante qui sera supprimée car le contenu n'est pas approprié pour une note biographique</blockquote><blockquote>    678 1#  Né le 6 juin 1973.</blockquote><blockquote>Zone 670 ajoutée :</blockquote><blockquote>    670  ## Fichier interne de l'ULaval, 29-10-2020 $b (né le 6 juin 1973)</blockquote>
 
 
|- style="vertical-align: top;"
 
|- style="vertical-align: top;"
 
|7XX
 
|7XX
−
|Supprimer la zone si la sous-zone $2 lacnaf est présente.
+
|Delete this field if subfield $2 lacnaf is present.
 
|}
 
|}
−
''Dernière mise à jour : 2020-12-09''
+
''Last update: 2023-11-06''<!--(2023-10-26)-->
  
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
Line 288: Line 1,309:
 
The non-exhaustive list of qualifiers comprises a series of terms to be used when an RDA instruction requires an added element to distinguish or specify an access point that represents a person, a corporate body or a work (for example, [http://access.rdatoolkit.org/rdachp9-fr_rda9-5694.html RDA 9.19.1.6]).
 
The non-exhaustive list of qualifiers comprises a series of terms to be used when an RDA instruction requires an added element to distinguish or specify an access point that represents a person, a corporate body or a work (for example, [http://access.rdatoolkit.org/rdachp9-fr_rda9-5694.html RDA 9.19.1.6]).
  
−
The following list is a selection of terms whose use is encouraged by the Standards Committee to ensure the consistence of name authorities when a choice between several possible terms must be made. When you have the choice between two terms, give preference to the terms in this list. For example: "Organisme", rather than "Organisation".
+
The following list is a selection of terms whose use is encouraged by the Standards Committee to ensure the consistency of name authorities when a choice between several possible terms must be made. When you have the choice between two terms, give preference to the terms in this list. For example: "Organisme", rather than "Organisation".
  
−
This is not a closed list and suggestions are welcome: [Mailto:bac.pfan-fnap.lac@canada.ca bac.pfan-fnap.lac@canada.ca].
+
This is not a closed list and suggestions are welcome: [Mailto:pfan-fnap@bac-lac.gc.ca pfan-fnap@bac-lac.gc.ca].
  
 
{| class="wikitable sortable mw-collapsible" style="background:none;"
 
{| class="wikitable sortable mw-collapsible" style="background:none;"
 
|+
 
|+
−
! style="background-color:darkgray; border:solid 1px black;"|English Term
+
! style="background-color:darkgray; border:solid 1px black;" |English Term
−
! style="background-color:darkgray; border:solid 1px black;"|French Term
+
! style="background-color:darkgray; border:solid 1px black;" |French Term
−
! style="background-color:darkgray; border:solid 1px black;"|Entity
+
! style="background-color:darkgray; border:solid 1px black;" |Entity
 +
|- style="vertical-align:top;"
 +
| style="width:150px;" |Spacecraft
 +
| style="width:300px;" |Véhicule spatial
 +
| style="width:125px;" |Corporate Body
 +
|- style="vertical-align:top;"
 +
|<span style="color:red>Lyrics
 +
|<span style="color:red>Paroles
 +
|<span style="color:red>Work</span>
 +
|- style="vertical-align:top;"
 +
|<span style="color:red>Libretto
 +
|<span style="color:red>Livret
 +
|<span style="color:red>Work</span>
 
|- style="vertical-align:top;"
 
|- style="vertical-align:top;"
−
|style="width:150px;"|Spacecraft
 
−
|style="width:300px;"|Véhicule spatial
 
−
|style="width:125px;"|Corporate Body
 
−
|-style="vertical-align:top;"
 
 
|Program
 
|Program
 
|Programme
 
|Programme
 
|Corporate Body
 
|Corporate Body
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Firm
 
|Firm
 
|Firme
 
|Firme
 
|Corporate Body
 
|Corporate Body
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Organization
 
|Organization
 
|Organisme
 
|Organisme
 
|Corporate Body
 
|Corporate Body
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Musical group
 
|Musical group
 
|Groupe musical
 
|Groupe musical
 
|Corporate Body
 
|Corporate Body
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|
 
|
 
|Congrès
 
|Congrès
 
|Corporate Body
 
|Corporate Body
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|
 
|
 
|Conférence
 
|Conférence
 
|Corporate Body
 
|Corporate Body
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Radio station
 
|Radio station
 
|Station de radio
 
|Station de radio
 
|Corporate Body
 
|Corporate Body
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Television station
 
|Television station
 
|Station de télévision
 
|Station de télévision
 
|Corporate Body
 
|Corporate Body
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Contest
 
|Contest
 
|Concours
 
|Concours
 
|Corporate Body
 
|Corporate Body
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Play
 
|Play
 
|Pièce de théâtre
 
|Pièce de théâtre
 
|Work
 
|Work
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Motion picture
 
|Motion picture
 
|Film
 
|Film
 
|Work
 
|Work
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Series
 
|Series
 
|Collection
 
|Collection
 
|Work
 
|Work
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Association
 
|Association
 
|Association
 
|Association
 
|Corporate Body
 
|Corporate Body
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|[[#Lecturer|'''Lecturer *''']]
 
|[[#Lecturer|'''Lecturer *''']]
  
−
|Professeur d’université<br>
+
|Professeur d'université<br>
 
Maître de conférences<br>
 
Maître de conférences<br>
 
Chargé de cours<br>
 
Chargé de cours<br>
Line 362: Line 1,391:
 
For more information, see [[#Lecturer|'''Lecturer''']]
 
For more information, see [[#Lecturer|'''Lecturer''']]
 
|Person
 
|Person
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Computer program
 
|Computer program
 
See Computer file
 
See Computer file
 
|
 
|
 
|
 
|
−
|-style="vertical-align:top;"
+
|- style="vertical-align:top;"
 
|Computer file
 
|Computer file
 
|Fichier informatique
 
|Fichier informatique
Line 394: Line 1,423:
 
Lastly, note that a ''senior lecturer'' is more of a "professeur associé" than a "chargé de cours".
 
Lastly, note that a ''senior lecturer'' is more of a "professeur associé" than a "chargé de cours".
  
−
Last Update: June 19, 2020
+
''Last Update: 2022-03-22'' <!--(2022-03-22)-->
  
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
  
 
=Procedures for Duplicates=
 
=Procedures for Duplicates=
 +
'''Step 1: Selection'''<br>
 +
''Situation 1:'' Duplicates between migrated records, and LAC records which existed before the migration (June, 2 2020).
 +
Choose the authority record to retain when there are duplicates by following the following order of priority:
 +
<span id="046$u$v"></span><ol>
 +
 +
<li>Prefer a LAC record over a record from BAnQ or universities. </li>
 +
<ol>''Note for PFAN:'' If there is more than one LAC record amongst the duplicate records, inform LAC; send LAC the OCLC record numbers, by email, to the following address : [mailto:pfansuppression-deletionfnap@bac-lac.gc.ca pfansuppression-deletionfnap@bac-lac.gc.ca] mentioning in the subject line: Doublons de BAC. LAC will determine which record should be kept, and will replace the record(s) to be deleted. If the duplicate records also include records from other participants, simply follow Steps 2 and 3 below, once LAC has identified which record will be retained.
 
<br>
 
<br>
 +
''Note for LAC:'' If there are more than one LAC records among the duplicates, the cataloguer has to determine which record will be kept, and he/she must delete the other records. The oldest record will usually be preferred. Do not forget to do any bibliographic file maintenance (including the LBD), as required. </ol>
 +
<li>Prefer a record from BAnQ over a record from universities. ''Note for PFAN and LAC :'' University records have a code other than CaOONL or CaQMBN in field 040 $a.
 +
</li>
 +
<li>Prefer an RDA record over a non-RDA record.
 +
<li>Prefer a more complete record over one that is less complete.</li>
 +
<div style="margin-left:25px;">
 +
Example 1: <div style="font-family:courier new; padding-right:25px; padding-left:15px; padding-top:10px; padding-bottom:10px; line-height:1.4;  border:1px solid #eaecf0; background-color:#f8f9fa;">Record 1 comes from LAC and has a 016 field but is not RDA compliant; record 2 comes from BAnQ and is RDA compliant. Record 1 from LAC is retained because criteria 1 and 2 have priority over criterion 4.</div>
 +
Example 2: <div style="font-family:courier new; padding-right:25px; padding-left:15px; padding-top:10px; padding-bottom:10px; line-height:1.4;  border:1px solid #eaecf0; background-color:#f8f9fa;">Record 1 comes from BAnQ and is not RDA compliant; record 2 comes from a university but is RDA compliant and more complete. Record 1 from BAnQ is retained because criterion 3 has priority over criteria 4 and 5.</div>
 +
Example 3: <div style="font-family:courier new; padding-right:25px; padding-left:15px; padding-top:10px; padding-bottom:10px; line-height:1.4;  border:1px solid #eaecf0; background-color:#f8f9fa;">Record 1 comes from a university and is not RDA compliant; record 2 comes from another university but is RDA compliant although less complete. Record 2 is retained because criterion 4 has priority over criterion 5.</div>
 +
</div></ol>
 +
 +
<div style="margin-bottom:0px; margin-left:0px; padding-right:25px; padding-left:75px; padding-top:10px; padding-bottom:10px; text-indent:-75px;">
 +
''Situation 2:'' Duplicates between an LAC records which existed before the migration (June 2, 2020), or a migrated record, and any new record created in Canadiana on or after June 2nd, 2020.<br>
 +
Keep the pre-June 2nd, 2020 LAC record, or the migrated record, following the order of priority outlined above (under Situation 1). Follow steps <span style="color:red">1 and 2</span>.<br>
 +
</div>
 +
 +
<div style="margin-bottom:0px; margin-left:0px; padding-right:25px; padding-left:75px; padding-top:0px; padding-bottom:10px; text-indent:-75px;">
 +
''Situation 3:'' Duplicates between any new records created in Canadiana on or after June 2nd, 2020.<br>
 +
Keep the first record (the older one), according to the date entered on file, in field 008 (character positions 00-05). Follow steps <span style="color:red">1 and 2</span>.
 +
</div>
 +
 +
'''Step 2 : Modifications''' <br>
 +
''Record to be retained''</span><span id="046$u$v">
 +
<br>
 +
PFAN et BAC <br>
 +
<ol>
 +
<li> Update the preferred record.</li>
 +
<li>Make the following modifications to the record to be retained:</li>
 +
<ol>
 +
<li type="a">If the record to be deleted contains a 016 field, copy the Canadiana number from the record to be deleted into sub-field '''$z''' of field 016 in the record to be retained. Do not add the code F to the end of a Canadiana number transferred into the record to be retained if one does not exist.</li>
 +
<div style="margin-left:25px;">
 +
Exemple :
 +
<div style="font-family:courier new; padding-right:25px; padding-left:15px; padding-top:10px; padding-bottom:10px; line-height:1.4;  border:1px solid #eaecf0; background-color:#f8f9fa;">016 ## 1026F7926F $z 1030B8987</div>
 +
</div>
 +
<br>
 +
<li type="a">If the record to be deleted contains a 035 field with the symbol CaQQLA and a field 373 with the mention Université Laval, copy the information from both fields into the record to be retained.  Do not copy a 035 field with any other symbol.</li>
 +
<div style="margin-left:25px;">
 +
Example :
 +
<div style="font-family:courier new; padding-right:25px; padding-left:15px; padding-top:10px; padding-bottom:10px; line-height:1.4;  border:1px solid #eaecf0; background-color:#f8f9fa;">035 ## (CaQQLA)XX4513984</div>
 +
</div><br>
 +
<li type="a">Add a variant form (4XX) based on the form of name or title used as the authorized access point in the record to be deleted (whether it’s been evaluated or not), if it is considered a useful variant form for the record that will be retained. Please note the following:</li>
 +
*Do not systematically add as a variant form (4XX) the authorized access point present in the record to be deleted. Keep in mind the instructions in the Participant’s Manual: « Do not add references solely for automatic conflict detection and updating of bibliographic records » . (See the [[PFAN_-_Participant%27s_Manual#Cross-references_.284XX_and_5XX.29_.5BNew.5D | Participant’s Manual, Cross-references (4XX et 5XX)]].)
 +
*Cataloguers must make sure that a variant form deemed useful in the record to be retained is a valid RDA access point and is established according to PFAN practices. For instance, if the authorized access point includes a date of birth, this date must also appear in the cross-reference, even if this form is derived from an authorized access point that did not include a date of birth (in the record to be deleted). The reverse is also true: normally, dates are not included in variant forms if not present in the authorized access point, unless a date is added to resolve a conflict between this variant form and an authorized access point in another record. Another example: in a name-title access point, the name element must be identical to the authorized access point for the agent, even if the form of this access point was different in the record to be deleted.
 +
*Use subfield $w when appropriate, that is, when the variant form is absolutely identical to the authorized access point in the record to be deleted. Subfield $w may be used in more than one 4XX field. Since the variant form must be a valid RDA access point, code nnea should not be used.</span>
 +
<br>
 +
<li type="a">Copy into the record to be retained all information or fields present in the record to be deleted and judged to be useful to retain.</li>
 +
<br>
 +
</ol></ol>
 +
''Record(s) to be deleted<br><span id="046$u$v">
 +
PFAN <br>
 +
<ol>
 +
<li> Make the following modifications to the record(s) to be deleted:</li>
 +
<ol>
 +
<li type="a">Add a 667 field containing the note "Notice doublon, signalée pour suppression car remplacée par [numéro Canadiana de la notice à conserver] ([date]).&nbsp;&raquo;</li>
 +
Exception: Use the OCLC control number when the Canadiana numbers in the record to be retained and the record to be deleted are identical.
 +
<li type="a">If there is no 016 field, add one using the number '''0000X0000F'''. This is a generic number intended to be used in all duplicate records to be deleted that do not contain a Canadiana and only in these records. Adding this number is necessary so that the record can be saved. </li>
 +
<li type="a">If there is already a field 016 with a Canadiana number, do not change field 016. </li>
 +
</ol></ol>
 +
_____<br>BAC : Does not apply. Proceed to step 3.<br><br>
 +
'''Step 3 : Deletion'''<br>PFAN : 
 +
<ol>
 +
<li type="a">Do not notify LAC regarding records to be deleted identified by the generic number 0000X0000F. They will be replaced by the record identified in a note 667. <li>
 +
<li type="a">Notify LAC regarding records to be deleted that have a unique Canadiana number XXXXAXXXX(F) by communicating the OCLC control number by email to [mailto:pfansuppression-deletionfnap@bac-lac.gc.ca pfansuppression-deletionfnap@bac-lac.gc.ca] with subject line: Doublons avec 016 valide. <li>
 +
</ol> 
 +
_____<br>
 +
LAC: The LAC cataloguer will delete the records we are not keeping. Please make sure to use the function “Supersede / Mark for deletion”, under the “Record” tab, and not the function “Delete”. <br>
 +
_____<br>
 +
''Note for PFAN and LAC:''For undifferentiated records, see the instructions in section [[PFAN_-_Name_Authority_Manual#008.2F32_Undifferentiated_personal_name|008/32 Undifferentiated personal name]] in the ''Name Authority Manual''.
 +
 +
<br>
 +
''Last update: 2024-10-08''<!--(2024-10-08)-->
 +
 +
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 +
 +
= Procedures for records derived from LC/NAF =
 +
 +
This procedure explains the changes to be made to an LC/NAF authority record when deriving it from the Canadiana file to create a new record.
 +
{| class="wikitable" style="background:none;"
 +
|+
 +
|- style="vertical-align: top;"
 +
|1XX
 +
|
 +
* The authorized access point does not need to be identical to the LC/NAF access point. The same entity may have two different or two identical access points in the two files. 
 +
 +
<div style=margin-left:23px;>''Note :'' In LC/NAF, some records are coded “RDA compatible”. These are records which are coded AACR2, but where the authorized access point would be constructed in the same way according to RDA and according to any relevant LC-PCC PS. Just as they would do for any new access point being established in Canadiana, which has to conform to RDA, PFAN cataloguers must make sure to evaluate the access point and to code the record RDA. “Evaluate”  means that the cataloguer will check the usage(s) as recorded in the 670 field(s) in the authority record, and will evaluate that the authorized access point is exact based on the usage recorded in the bibliographic records.</div>
 +
 +
* If the year of birth or year of death are known, the cataloguer will always add them to the access points, when creating a new authority record.
 +
|- style="vertical-align: top;"
 +
|3XX
 +
|
 +
* All 3XX fields must be translated.
 +
|- style="vertical-align: top;"
 +
|670
 +
|
 +
* The first 670 should be citing the resource in hand being catalogued by the PFAN cataloguer (even if this resource is quoted in the derived record).
 +
* Do not retain a 670 field if the resource quoted is not consulted by the PFAN cataloguer.
 +
* Combine into a single 670 field all the 670 fields from the record being derived which are not retained. This 670 field may also include information from fields 046 and 3XX. 
 +
** Combine the most important information into a single 670 field, in French..
 +
** Example : <span style="font-family:courier new;">670 ## LC/NAF, [date of the search] $b(<span style="color:red>point d'accès : [access point]; [other</span> data])</span>
 +
* Note : It is possible to record, in field [[PFAN_-_Name_Authority_Manual#672_Title_related_to_the_entity|672]], any title associated with the AAP and cited in any 670 field, if deemed important to identify the entity represented by the AAP.
 +
|}
 +
'''Example'''
 +
 +
<div style="font-family:courier new; margin-bottom:20px; margin-left:0px; padding-right:25px; padding-left:100px; padding-top:10px; padding-bottom:10px; text-indent:-60px; line-height:1.4; border:1px solid #eaecf0; background-color:#f8f9fa;">
 +
<div style="font-family:sans-serif">"Derived" from LC/NAF:</div>
 +
 +
100 1# Bruland, Kristine
 +
 +
670 ## Her British technology and European industrialization, 1989: $b CIP t.p. (Kristine Bruland) bk. t.p. (Kristine Bruland) jkt. (research fellow at the Centre for Technology and Culture, Univ. of Oslo, and at the Economic History Dept. of the Norwegian School of Management, Oslo)
 +
 +
670 ## Technological revolutions in Europe industrialization, 1998: $b CIP t.p. (Kristine Bruland, prof. Economic Hist., Univ. Oslo, Norway) data sheet (b. 02/10/50)
 +
</div>
 +
 +
<div style="font-family:courier new; margin-bottom:20px; margin-left:0px; padding-right:25px; padding-left:100px; padding-top:10px; padding-bottom:10px; text-indent:-60px; line-height:1.4; border:1px solid #eaecf0; background-color:#f8f9fa;">
 +
<div style="font-family:sans-serif">New Canadiana record (when the resource on hand is not cited in the derived record):</div>
 +
 +
100 1# Bruland, Kristine, $d 1950-
 +
 +
670 ## [Title of the resource on hand], [date] : $b source d'information privilégiée ([usage]) autre emplacement([other information])
 +
 +
670 ## LC/NAF, 20 juillet 2020 $b (point d'accès : Bruland, Kristine; née le 10 février 1950; "research fellow" [en 1989], Centre for Technology and Culture, Univ. of Oslo, et Economic History Dept., Norwegian School of Management, Oslo; professeure d'économie historique [en 1998], Univ. Oslo)
 +
</div>
 +
 +
<div style="font-family:courier new; margin-bottom:20px; margin-left:0px; padding-right:25px; padding-left:100px; padding-top:10px; padding-bottom:10px; text-indent:-60px; line-height:1.4; border:1px solid #eaecf0; background-color:#f8f9fa;">
 +
<div style="font-family:sans-serif">New Canadiana record (when the resource on hand is cited in the derived record):</div>
 +
 +
100 1# Bruland, Kristine, $d 1950-
 +
 +
670 ## British technology and European industrialization, 1989 : $b page de titre (Kristine Bruland) jaquette ("research fellow", Centre for Technology and Culture, Univ. of Oslo, et Economic History Dept., Norwegian School of Management, Oslo)
 +
 +
670 ## LC/NAF, 20 juillet 2020 $b (point d'accès : Bruland, Kristine; née le 10 février 1950; professeure d'économie historique [en 1998], Univ. Oslo)
 +
</div>
 +
 +
''Last update: 2022-12-09''<!--(2022-12-09)-->
 +
 +
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 +
 +
= Procedure for partial modification of records describing works and expressions =
 +
 +
When an authorized access point for a personal name is modified, it may happen that it then no longer matches the access point for that person as used in the access points representing works and expressions, already present in Canadiana. For instance, it may happen that an access point for a person is modified to add the death date, but that the access points for that person's works and expressions include only the person's birth date. It may also happen that a cataloguer is revising the access point for a personal name, in an authority record that was batch-loaded, but some access points for works and expressions, by this person, include a different form of name.
 +
 +
A PFAN cataloguer may then do some partial modifications to the records for works and expressions associated with that person, according to the following instructions:
 +
 +
'''Conditions:'''
 +
 +
# Applying this procedure is not mandatory, it is entirely up to the participant.
 +
# This procedure only applies when, in an authorized access point for a work or expression, the name part is a personal name, and the form of this name does not match the AAP in the person's authority record.
 +
# The access points representing the person's works and expressions may be modified only in part, or completely – that is, the cataloguer may evaluate only the name part, or both the name part and the title part. The procedure below applies only for those cases when the access point is modified only partially. If the entire access point is verified [validated], then the entire record has to be evaluated – that is, it has to be revised in order to be RDA compliant, and it has to follow PFAN standards. In that case, please consult the following document : [[PFAN_-_Other_Documentation#Non-exhaustive_List_of_Verifications_to_Make_to_an_Existing_Record Non-exhaustive|List of Verifications to Make to an Existing Record]].
 +
# 4. In case of duplicate records, this procedure only applies to the records that are retained. Any duplicate records should be reported for deletion, according to the [[PFAN_-_Other_Documentation#Procedures_for_Duplicates|Procedures for Duplicates]].
 +
 +
'''Procedure:'''
 +
 +
<ol>
 +
<li>Modify the person's access point in the authority record for that person, making sure that the record is RDA compliant and follows all PFAN standards..</li>
 +
<li>Partially modify the records representing the person's works and expressions, that is, modify the « Name » part of the access point, without editing the rest of the access point or any other existing field. It is not mandatory to modify all the records representing the person's works and expressions:
 +
        <ol>
 +
<li type="a">Update the “personal name” part of the Authorized Access Point, in the records representing the person's works and expressions, so that the name is identical to the name in the authority record representing the person. Make sure that the update is done both in the 100 field and in any existing 400 fields.</li>
 +
        <li type="a">b. If the record includes the 667 note "CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN", keep the note, and proceed as follow:
 +
              <ol>
 +
      <li type="i">Add the generic Canadiana number 1111X1111F in field 016. Please note that this generic number will have to be replaced by a unique number when the record is assessed at a later point, at which time the 667 note mentioned above will be deleted. </li>
 +
              <li type="i">Add the following 667 note:
 +
<div style="font-family:courier new; margin-bottom:20px; margin-left:0px; padding-right:25px; padding-left:100px; padding-top:10px; padding-bottom:10px; text-indent:-60px; line-height:1.4; border:1px solid #eaecf0; background-color:#f8f9fa;">667 $a CETTE NOTICE A FAIT L'OBJET D'UNE MODIFICATION PARTIELLE. LE NUMÉRO CANADIANA GÉNÉRIQUE 1111X1111F DANS LA 016 DOIT ÊTRE REMPLACÉ PAR UN NUMÉRO UNIQUE LORSQUE LA NOTICE EST ÉVALUÉE.</div></li>
 +
              </ol>
 +
</li>
 +
</ol>
 +
</li>
 +
<li>If the record does not include the note « CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN », then update the name part of the access point, without making the changes described under <span style="color:red>2</span>b). </li>
 +
 +
<li>Do not add a cross-reference to the former access point (either with a subfield $w nne or $w nnea). Please note that such a cross-reference could be required, for instance in cases where the former access point was RCAA2, when the authority record is reassessed, at a later stage, and the 667 note " CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN " is deleted. At that point, the cross-reference to be added is the former access point which displayed in field 1XX before the record was reassessed.</li>
 +
</ol>
 +
<br>
 +
'''Examples'''<br>
 +
''Note: Only relevant fields have been included in these examples.''
 +
<br>
 +
 +
'''Example 1: Name authority record, and batch-loaded work authority record<span style="color:red>s</span> '''
 +
 +
<div style="font-family:courier new; margin-bottom:20px; margin-left:0px; padding-right:25px; padding-left:100px; padding-top:10px; padding-bottom:10px; text-indent:-60px; line-height:1.4; border:1px solid #eaecf0; background-color:#f8f9fa;">
 +
<div style="font-family:sans-serif">Name authority record modified to add a date of death in the authorized access point:</div>
 +
 +
016 ## 0100D5363F
 +
 +
100 1# Blais, Marie-Claire, $d 1939-2021
 +
</div>
 +
 +
<div style="font-family:courier new; margin-bottom:20px; margin-left:0px; padding-right:25px; padding-left:100px; padding-top:10px; padding-bottom:10px; text-indent:-60px; line-height:1.4; border:1px solid #eaecf0; background-color:#f8f9fa;">
 +
<div style="font-family:sans-serif">Work authority record, batch-loaded and not revised, before the partial modification:</div>
 +
 +
[No 016 field]
 +
 +
100 1# Blais, Marie-Claire, $d 1939- $t Dans la foudre et la lumière
 +
 +
667 ## CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN
 +
 +
 +
<div style="font-family:sans-serif">Work authority record, batch-loaded and not evaluated, after the partial modification:</div>
 +
 +
016 ## 1111X1111F
 +
 +
100 1# Blais, Marie-Claire, $d 1939-2021. $t Dans la foudre et la lumière
 +
 +
667 ## CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN
 +
 +
667 ## CETTE NOTICE A FAIT L'OBJET D'UNE MODIFICATION PARTIELLE. LE NUMÉRO CANADIANA GÉNÉRIQUE 1111X1111F DANS LA 016 DOIT ÊTRE REMPLACÉ PAR UN NUMÉRO UNIQUE LORSQUE LA NOTICE EST ÉVALUÉE.
 +
</div>
 +
 +
<div style="font-family:courier new; margin-bottom:20px; margin-left:0px; padding-right:25px; padding-left:100px; padding-top:10px; padding-bottom:10px; text-indent:-60px; line-height:1.4; border:1px solid #eaecf0; background-color:#f8f9fa;">
 +
<div style="font-family:sans-serif"><span style="color:red>Work authority record with a unique Canadiana number before change:</span></div>
 +
 +
<span style="color:red>016 ## 0100D5363F</span>
 +
 +
<span style="color:red>100 1# Blais, Marie-Claire, $d 1939- $t Saison dans la vie d'Emmanuel</span>
 +
 +
 +
<div style="font-family:sans-serif"><span style="color:red>Work authority record with a unique Canadiana number after change:</span></div>
 +
 +
<span style="color:red>016 ## 0100D5363F</span>
 +
 +
<span style="color:red>100 1# Blais, Marie-Claire, $d 1939-2021. $t Saison dans la vie d'Emmanuel</span>
 +
</span></div>
 +
 +
'''Example 2: Batch-loaded name authority record, and batch-loaded expression authority record '''
 +
 +
<div style="font-family:courier new; margin-bottom:20px; margin-left:0px; padding-right:25px; padding-left:100px; padding-top:10px; padding-bottom:10px; text-indent:-60px; line-height:1.4; border:1px solid #eaecf0; background-color:#f8f9fa;">
 +
<div style="font-family:sans-serif">Batch-loaded name authority record, before revision:</div>
 +
 +
[No 016 field]
 +
 +
100 0# Arrien, $d environ 95-environ 175
 +
 +
667 ## CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN
 +
 +
 +
<div style="font-family:sans-serif">Name authority record, after revision:</div>
 +
 +
016 ## 1038H8594F
 +
 +
100 0# Arrien, $d environ 95-environ 175
 +
</div>
 +
 +
<div style="font-family:courier new; margin-bottom:20px; margin-left:0px; padding-right:25px; padding-left:100px; padding-top:10px; padding-bottom:10px; text-indent:-60px; line-height:1.4; border:1px solid #eaecf0; background-color:#f8f9fa;">
 +
<div style="font-family:sans-serif">Batch-loaded work authority record, not revised, before the partial modification:</div>
 +
 +
[No 016 field]
 +
 +
100 0# Arrien. $t Traité de tactique. $l Français
 +
 +
667 ## CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN
 +
 +
 +
<div style="font-family:sans-serif">Batch-loaded work authority record, not revised, after the partial modification:</div>
 +
 +
016 ## 1111X1111F
 +
 +
100 0# Arrien, $d environ 95-environ 175. $t Traité de tactique. $l Français
 +
 +
667 ## CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN
 +
 +
667 ## CETTE NOTICE A FAIT L'OBJET D'UNE MODIFICATION PARTIELLE. LE NUMÉRO CANADIANA GÉNÉRIQUE 1111X1111F DANS LA 016 DOIT ÊTRE REMPLACÉ PAR UN NUMÉRO UNIQUE LORSQUE LA NOTICE EST ÉVALUÉE.
 +
</div>
 +
''Last update: 2022-11-22''<!--(2022-11-22)-->
 +
 +
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 +
 +
=Bibliographic file maintenance (BFM) <span style="color:red>[New]</span>=
 +
 +
Here is a non-exhaustive list of examples that may require manual modifications to the bibliographic file following a change to a name authority record.
 +
 +
Each institution is responsible for applying the recommendations to its own bibliographic records in OCLC.
 +
 +
{| class="wikitable" style="background:none; border:solid 2px black; width:75%"
 +
|+
 +
|-
 +
!style="align:center"|1. Creation of a new authority record for the name deleted from an undifferentiated record
 +
|-
 +
|'''Example:'''<br>
 +
''Existing undifferentiated authority notice:''  <br>
 +
100 1 $a Gallagher, Mary <br>
 +
<br>
 +
''New personal name authority record created for identity previously on an undifferentiated authority record:'' <br>
 +
100 1 $a Gallagher, Mary, $d 1958- ?<br>
 +
|-
 +
|'''Recommendation:''' <br>
 +
Manually update the AAP in each bibliographic record affected by the change.<br>
 +
|-
 +
!style="align:center"|2. Changing a name record into a subject heading record
 +
|-
 +
|'''Example:'''<br>
 +
''Previously on Canadiana:''  <br>
 +
110 Idle No More (Mouvement) <br>
 +
<br>
 +
''Now is RVM '' <br>
 +
150 Mouvement Idle No More<br>
 +
|-
 +
|'''Recommendation :''' <br>
 +
Manually update the AAP in each bibliographic record affected by the change.<br>
 +
|-
 +
!style="align:center"|3. Modification of a government agency access point
 +
|-
 +
|'''Example:'''<br>
 +
''In a AAP of an authority record, a date is added to distinguish between''<br>
 +
 +
''Existing access point''  <br>
 +
110 1 $a Québec (Province). $b Ministère de l'environnement <br>
 +
<br>
 +
''Adding dates'' <br>
 +
110 1 $a Québec (Province). $b Ministère de l'environnement (1979-1994)<br>
 +
<br>
 +
''Background''<br>
 +
110 1 $a Québec (Province). $b Ministère de l'environnement (1979-1994)<br>
 +
110 1 $a Québec (Province). $b Ministère de l'environnement et de la faune<br>
 +
110 1 $a Québec (Province). $b Ministère de l'environnement (1998-2005)<br>
 +
|-
 +
|'''Recommendation:''' <br>
 +
Manually update the AAP in each bibliographic record affected by the change.
 +
If the set of records to be modified is large (more than 20 records), ask OCLC for help by sending a message to [mailto:pfan-fnap@bac-lac.gc.ca  pfan-fnap@bac-lac.gc.ca].
 +
<br>
 +
|}
 +
''Last update: 2024-03-26''<!--(2024-04-26)-->
 +
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
  
 
=Useful External Resources=
 
=Useful External Resources=
−
<br>
+
* [https://boundingbox.klokantech.com/ Bounding Box Tool]
 +
* [http://access.rdatoolkit.org/wka1881.html The British Library Guide to RDA Name Authority Records : A Guide to Best Practice for RDA Name Authority records in NACO] (including 2013 and 2014 changes)
 +
* [https://digital2.library.unt.edu/edtf/ Extended Date Time Format Levels 0, 1 and 2 Validation Service] <span style="color:red>[New]</span>
 +
* [https://web.library.yale.edu/cataloging/music/nmphdbk A Handbook of Examples For Use in Authority Records Created By the NACO-Music Project]
 +
* [https://www.babelstone.co.uk/Unicode/whatisit.html What Unicode character is this?]
 +
 
 +
''Last update: 2023-10-24''<!--(2023-10-24)-->
 +
 
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
 
[[#toc|''Return to Table of Contents'' <big>⮝</big>]]
  
 
[[Category:PFAN]]
 
[[Category:PFAN]]

Latest revision as of 14:23, 8 October 2024

About PFAN News and Updates Rules for Contributions Name Authority Manual Participant's Manual PFAN Policy Statements PFAN Training Frequently Asked Questions (FAQ) Other Documentation LAC



Establishing certain entities in the name authority file

Most access points belong to well-defined categories and are established either as names of persons, corporate bodies, jurisdictions, uniform titles, named meetings, etc. in the name authority file, or as subject headings such as automobiles, geographical entities, etc. in the subject authority file. However, certain named entities have caused problems in the past with regard to

  • if the access point should be included in the name authority file according to descriptive cataloging conventions or in the subject authority file according to subject cataloging conventions; and
  • which MARC tag should be used for the access point in authority and bibliographic records.


    • To eliminate this confusion and standardize the wording and content designation of access points for these entities, the Library of Congress has developed guidelines for

  • responsibility for establishing access points;
  • the conventions to be used in formulating access points;
  • the tags to be used for content designation; and
  • the file (names or subjects) in which access point authority records should be resided.


    • These guidelines are published in instruction sheet H 405 of the Library of Congress' Subject Heading Manual, Establishing Certain Entities in the Name or Subject Authority File. They divide problematic access points into two groups:
    (1) Access points always established according to descriptive cataloging conventions, with authority records always resided in the name authority file.
    (2) Access points always established according to subject cataloguing conventions with authority records that

    • reside in the subject authority file if they are used solely as subject headings; or
    • reside in the name authority file if access points are to be used as descriptive access points.


    The table below is a translation of the list of Group 1 entity categories on sheet H 405. For PFAN participants, the table lists named entities that are always established in the Canadiana authority file and in accordance with descriptive cataloging conventions. Seven categories of entities not listed on sheet H 405 have also been included to reflect the Canadian context. For reference, the table also gives the English categories from sheet H 405.

    For Group 2 entity categories, please refer to the RVM document entitled Proper names in subject headings which gives, in List 2, the named entities that are always established in the RVM in accordance with subject cataloguing conventions.

    Whenever a new access point is required for a named entity, consult both documents to determine whether the access point is classified in Group 1 or Group 2. Follow the procedures appropriate to the relevant group.

    Bear in mind, however, that some geographical entities are listed in RVM List 2 because they are included in the RVM, but actually belong to Group 1. These entities are:

  • États
  • Municipalités
  • Quartiers
  • Régions minières
  • Seigneuries


    • These entities have an equivalent in Group 1 and must therefore be established in the Canadiana authority file in accordance with PFAN standards.

    Group 1 - Name Authority Group Headings

    Named entities always established in the Canadiana name authority file according to descriptive cataloging conventions.

    Category (PFAN) Category (SHM 405) MARC tag Note
    Abbayes Abbeys 110
    Aéroports Airports 110
    Ambassades Embassies 110
    Aquariums publics Aquariums, Public 110
    Arboretums Arboretums 110
    Arsenaux Arsenals 110
    Asiles (Établissements de bienfaisance) Asylums (Charitable institutions) 110
    Asiles d'indigents Almshouses 110
    Autorités portuaires Port authorities 110
    Avions individuels Airplanes, Individual 110
    Bandes dessinées Comic strips 130 Although headings in this category are generally established under title and tagged 130, those that are established under personal or corporate names are tagged 100 or 110.
    Banques Banks 110
    Bars Bars 110
    Bibliothèques Libraries 110
    Boîtes de nuit Night clubs 110
    Bourses Stock exchanges 110
    Camps de concentration Concentration camps 110
    Camps de réfugiés Refugee camps 110
    Camps d'internement Internment camps 110
    Cantons québécois (Divisions cadastrales)

    [Quebec townships (cadastral divisions)]

    		n/a 151
    Cathédrales Cathedrals 110
    Célébrations, spectacles et anniversaires publics Public celebrations, pageants, anniversaries 111
    Centres commerciaux Shopping centers 110
    Centres d'hébergement et de soins de longue durée, maisons de soins infirmiers Nursing homes 110
    Chambres de commerce Boards of trade (Chambers of commerce) 110
    Chambres de commerce Chambers of commerce 110
    Chantiers navals Shipyards 110
    Chapelles Chapels 110 Headings in this category are for chapels that are free-standing; that is, they are not building details nor parts of complex structures. Headings for chapels that are building details or parts of complex structures are established as subject headings (for further information, please consult the document Noms propres en vedettes-matière, List 2).
    Chemins de fer Railroads 110
    Cimetières Cemeteries 110 Headings in this category are for named cemeteries as corporate bodies. Headings for cemeteries that are archaeological sites are established as subject headings (for further information, please consult the document Noms propres en vedettes-matière, Liste 2).
    Circonscriptions électorales

    [Electoral districts]

    		n/a 151
    Circonscriptions foncières

    [Registration divisions]

    		n/a 151
    Circonscriptions scolaires School districts 110
    Cirques Circuses 110
    Clubs de loisirs Country clubs 110
    Collections nommées Named collections 110
    Collectivités nouvelles Planned communities 151
    Collèges (Enseignement supérieur) Colleges 110
    Comarques Comarcas 151
    Communautés collectivistes Collective settlements 151
    Communes (Contre-culture) Communes 151
    Compagnies d'opéra Opera companies 110
    Compagnies théâtrales Theater companies 110
    Compétitions Competitions 111
    Compétitions sportives Athletic contests 111
    Concours Contests 111
    Confessions religieuses Religious denominations 110
    Confessions religieuses individuelles Denominations, Religious (Individual) 110
    Courses Races (Contests) 111
    Couvents Convents 110
    Crématoriums Crematories 110
    Dancings (Salles de danse) Dance halls 110
    Défilés Parades 111
    Dispensaires Dispensaries 110
    Districts d'assainissement Sanitation districts 151
    Districts de bibliothèques Library districts 110
    Districts de conservation Conservation districts 151
    Districts de parcs Park districts 151
    Districts de services publics Utility districts 151
    Districts des eaux Water districts 151
    Districts forestiers Forest districts 151
    Districts judiciaires

    [Judicial districts]

    		n/a 151
    Districts miniers Mining districts 151
    Districts récréatifs Recreation districts 151
    Divisions de recensement

    [Census divisions]

    		n/a 151
    Écloseries Fish hatcheries 110
    Écoles Schools 110
    Églises (en usage ou en ruines) Churches (In use or ruins) 110
    Émissions radiophoniques Radio programs 130
    Émissions télévisées Television programs 130
    Entités ecclésiastiques qui sont également des noms de lieux, par exemple, Église catholique. Diocèse de Trois-Rivières; Constantinople (Patriarcat œcuménique) Ecclesiastical entities that are also names of places, for example, Catholic Church. Diocese of Basel (Switzerland); Constantinople (Ecumenical patriarchate) 110
    Entrepreneurs de pompes funèbres Undertakers 110
    Établissements correctionnels Correctional institutions 110
    Établissements d'enseignement Educational institutions 110
    Étiquettes d'enregistrements sonores Sound recording labels 110
    Études (Projets de recherche) Studies (Research projects) 110
    Événements Events 111 Events that are formally convened, directed toward a common goal, capable of being reconvened, and that have a formal name. See SHM H 1592 for a list of types of events to be established in the name authority file.
    Expéditions militaires Expeditions, Military 111 Headings in this category are military expeditions that are not campaigns, battles, sieges, etc. Military expeditions that are campaigns, battles, sieges, etc., are established as subject headings (for further information, please consult the document Noms propres en vedettes-matière, Liste 2).
    Expéditions scientifiques Expeditions, Scientific 111
    Expositions Exhibitions 111
    Expositions Expositions 111
    Expositions Shows (Exhibitions) 111
    Festivals et célébrations Festivals and celebrations 111
    Festivals et célébrations folkloriques Folk festivals and celebrations 111
    Films Motion pictures 130
    Foires Fairs 111
    Fonds (Organismes de gestion économique) Funds 110
    Forêts (Organismes administratifs) Forests (Administrative agencies) 110 Headings in this category are always qualified by the term (Organisme administratif). Headings for forests as geographic entities are established as subject headings, (for further information, please consult the document Noms propres en vedettes-matière, Liste 2).
    Gangs Gangs 110
    Groupes de discussions électroniques Electronic discussion groups 130
    Herbiers Herbariums 110
    Hôpitaux Hospitals 110
    Hospices pour indigents Poorhouses 110
    Hotels Hôtels 110
    Installations militaires actives (comprend également toutes les installations postérieures à 1899) Military installations (active; also all after 1899) 151
    Jardins botaniques Botanical gardens 110
    Jardins zoologiques Zoological gardens 110
    Jeux (Événements) Games (Events) 111
    Jeux vidéo individuels Video games, Individuals 130 Headings for individual video games are established as titles. Headings for video game franchises are established as topical subject headings (for further information, please consult the document Noms propres en vedettes-matière, Liste 2).
    Juridictions antiques (autres que les villes) Jurisdictions, Ancient (other than cities) 151
    Juridictions médiévales et modernes (y compris les anciennes juridictions) Jurisdictions, Medieval and modern (including former jurisdictions) 151
    Laboratoires Laboratories 110
    Logiciels Software, Computer 130 Although headings in this category are generally established under title and tagged 130, those that are established under personal or corporate names are tagged 100 or 110.
    Magasins de détail Stores, Retail 110
    Maisons de transition Halfway houses 110
    Manèges militaires Armories 110
    Manifestations sportives Sporting events 111
    Marchés Markets 110
    Marques d'éditeurs Publisher's imprints 110
    Monastères Monasteries 110
    Morgues Morgues 110
    Mosquées Mosques 110
    Motels Motels 110
    Musées Museums 110
    Musées et galeries d'art Galleries 110
    Navires Ships 110
    Observatoires Observatories 110
    Œuvres d'art individuelles Art works, Individual 100, 110, 130
    Œuvres d'art individuelles Individual works of art 100, 110, 130
    Œuvres d’art individuelles Works of art, Individual 100, 110, 130
    Orphelinats Orphanages 110
    Parcs (Organismes administratifs) Parks (Administrative agencies) 110 Headings in this category are always qualified by the term (Organisme administratif).

    Headings for parks as geographic entities are established as subject headings (for further information, please consult the document Noms propres en vedettes-matière, Liste 2).

    Parcs d'affaires Business parks 110
    Parcs industriels Industrial districts 110
    Parcs scientifiques Research parks 110 Headings in this category are for areas of land that are devoted to institutions carrying out academic or industrial research. Geographic headings for parks intended for recreation, conservation, etc., are established as subject headings (for further information, please consult the document Noms propres en vedettes-matière, Liste 2).
    Parties de villes City sections 151 This category includes historic districts and special economic zones in cities.
    Personnages bibliques Biblical characters 100
    Planétariums Planetariums 110
    Plans (Programmes) Plans (Programs) 110
    Premières Nations (en tant qu'entités juridiques uniquement; Canada uniquement) et tribus (en tant qu'entités juridiques uniquement; États-Unis uniquement) Tribes (as legal entities only; U.S. and Canada only) 151
    Prisons Prisons 110
    Programmes informatiques et logiciels Computer programs and software 130 Although headings in this category are generally established under title and tagged 130, those that are established under personal or corporate names are tagged 100 or 110.
    Projets de logements Housing projects 110
    Projets, plans, etc. Projects, plans, etc. 110
    Pueblos (Villages) Pueblos 151
    Régions et sous-régions administratives québécoises

    [Québec administrative regions and sub-regions]

    		n/a 151
    Relais routiers Truck stops 110
    Réserves (Organismes administratifs gérant des parcs, des forêts, etc.) Reserves (Administrative agencies) 110 Headings in this category are always qualified by the term (Organisme administratif). Headings for reserves as geographic entities are established as subject headings (for further information, please consult the document Noms propres en vedettes-matière, Liste 2).
    Résidences pour personnes âgées Old age homes 110
    Restaurants Restaurants 110
    Salles de concert Concert halls 110
    Salons funéraires, morgues Funeral homes, mortuaries 110
    Sanatoriums Sanatoriums 110
    Satellites artificiels Artificial satellites 110
    Satellites artificiels Satellites, Artificial 110
    Seigneuries

    [Lordships]

    		n/a 151
    Services d'assistance téléphonique Helplines, hotlines 110
    Sites Web Web sites 130
    Sociétés savantes Academies 110
    Stations biologiques Biological stations 110
    Stations d'expérimentation Experiment stations 110
    Stations de radiodiffusion Broadcasting stations 110
    Stations de recherche Research stations 110
    Stations écologiques Ecological stations 110
    Stations-service Service stations 110
    Synagogues Synagogues 110
    Téléscopes Telescopes 110
    Temples (en usage; exclut les temples en ruine) Temples (in use; excludes temples in ruins) 110
    Tournois (Sports et jeux) Tournaments 111
    Universités Universities 110
    Usines Factories 110
    Véhicules spatiaux Space vehicles 110


    Last update: 2024-08-26

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    PCC Post RDA Test Guidelines

    PFAN follows PCC Post RDA Test Guidelines   

    Last update: 2020-10-02

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    PCC Guidelines for the Application of Relationship Designators in NACO Authority Records

    PFAN follows PCC Guidelines for the Application of Relationship Designators in NACO Authority Records with Adapted Examples for PFAN

    Last Update with PFAN Examples: 2020-05-04
    Return to Table of Contents ⮝

    Authority File Comparison Rules

    PFAN follows Authority File Comparison Rules (NACO Normalization)   (PDF, 72 KB)

    Last update: 2020-04-09
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    Romanization

    Generally speaking, the PFAN prefers to use current ISO romanization standards. These internationally-accepted standards normally make it possible for the user to reverse the romanization; automatic data processing is also possible.

    However, for some languages or scripts, it sometimes happens that no ISO standard is available, as in the case of Inuktitut, or that the relevant ISO standard ignores some essential linguistic elements or some important aspects of romanization, such as reversibility of the operation. For instance, the ISO transliteration table for Armenian does not include letters used with a numerical value; for this reason, the BnF table (used as a basis for the ISO standard) has been preferred. The following table shows which romanization standard has been chosen for each individual language.

    These were all individually selected; in each case, the goal is always to allow for a standard transliteration which is both reversible and as complete as possible.

    Language Writing System Romanization Table
    Arabic Arabic alphabet ISO 233-2:1993 Information and Documentation -- Arabic characters into Latin characters -- Part 2: Arabic language -- Simplified transliteration
    Amharic Ethiopian alphasyllabary (geʻez) ALA-LC 2011 Amharic romanization table
    Armenian Armenian alphabet BnF Translittération de l'arménien based on ISO 9985:1996 Information and Documentation -- Transliteration of Armenian characters into Latin characters
    Assamese Bengali alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Bengali Bengali alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Belarusian Cyrillic alphabet BnF Translittération du russe, du biélorusse et de l'ukrainien contemporains based on ISO 9:1995 Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages

    Exception: For Cyrillic letter Ё/ё, do not apply the instructions under "Remarque" in the BnF table. The letter Ё/ё is always romanized with the Latin letter Ë/ë (E umlaut/e umlaut), according to the following instructions:

    N° d'ordre ISO Majuscule Code Unicode de la majuscule Translittération de la majuscule Code Unicode de la translittération de la majuscule Minuscule Code Unicode de la minuscule Translittération de la minuscule Code Unicode de la translittération de la minuscule
    9 Ё 0401 Ë 00CB ё 0451 ë 00EB
    Bulgarian Cyrillic alphabet BnF Translittération du bulgare et du macédonien contemporains based on ISO 9:1995 Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
    Chinese Chinese characters ISO 7098:2015 Information and Documentation -- Romanization of Chinese and ALA-LAC Romanization Table – Chinese follow the principle of Pinyin. In the absence of ISO ISO 7098:2015, it is appropriate to follow the ALA-LC Romanization table – Chinese, with the following exceptions:


    • Names of continents and regions which have already become Chinese words are written as one word.
      • Feizhou (非洲, Africa) NOT Fei Zhou
      • Nanmei (南美, South America) NOT Nan Mei
      • Dongnanya (东南亚, Southeast Asia) NOT Dong nan Ya
    • Ethnic names and tribe names are written as one word with the initial letter capitalized.
      • Hanzu (汉族, Han, Chinese ethnic group) NOT Han zu
      • Maolizu (毛利族, Māori) NOT Maoli zu
      • Weiwuerzu (维吾尔族, Uighur, Chinese ethnic group) NOT Weiwuer zu
    • Language names are written as one word with the initial letter capitalized.
      • Yingyu (英语，English) NOT Ying yu
      • Kejiahua (客家话, Hakka) NOT Kejia hua
    • Religions/religious followers are written as one word with the initial letter capitalized.
      • Jidujiao (基督教, Christianity) NOT Jidu jiao
      • Jidutu (基督徒, Christian) NOT Jidu tu

    ISO 7098:2015 specifies that " Tone marks may be written as a learning tool; however, they can be omitted for convenience." PFAN omits the tone marks when applying this instruction.
    Georgian Georgian alphabet BnF Translittération du géorgien based on ISO 9984:1996 Information and Documentation -- Transliteration of Georgian characters into Latin characters
    Greek Greek alphabet ISO 843:1997 Information and documentation -- Conversion of Greek characters into Latin characters
    Gujarati Gujarati alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Hebrew Hebrew characters ISO 259-2:1994 Documentation -- Transliteration of Hebrew characters into Latin characters -- Part 2: Simplified transliteration

    For further information, please consult Romanisation des caractères hébraïques.
    The romanization of Hebrew often requires consultation of dictionaries and other sources in addition to the ISO romanization table, mainly for the purpose of providing vowels. The main dictionary employed is Hamilŵn heḥadaš (Yrẇšalayim: Qiryat-seper, 1966-1970) by ʾAbraham ʾEben-Šwšan). For more information on the various editions of this dictionary, see the English Wikipedia article dedicated to it.

    Hindi Devanagari alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Inuktitut Canadian Aboriginal syllabics ALA-LC 2011 Inuktitut romanization table
    Japanese Japanese script (hiragana, katakana et kanji) ALA-LC 2012 Japanese Romanization Table
    Kannada Kannada alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Korean Korean script BnF Translittération du coréen (han kūl et han ča)
    Slavic and non-Slavic Languages Cyrillic alphabet ISO 9:1995 Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
    Macedonian Cyrillic alphabet Translittération du bulgare et du macédonien contemporains based on ISO 9:1995 Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
    Malayalam Malayalam alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Marathi Devanagari alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Mongolian Cyrillic alphabet ISO 9:1995 Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
    Nepali Devanagari alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Oriya (odia) Odia alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Pali Various including Bengali, Burmese, Devanagari, Sinhalese and Thai alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Persian Persian alphabet ISO 233-3:1999 Information and Documentation -- Transliteration of Arabic characters into Latin characters -- Part 3: Persian language -- Simplified transliteration
    Russian Cyrillic alphabet BnF Translittération du russe, du biélorusse et de l'ukrainien contemporains based on ISO 9:1995 Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages

    Exception: For Cyrillic letter Ё/ё, do not apply the instructions under "Remarque" in the BnF table. The letter Ё/ё is always romanized with the Latin letter Ë/ë (E umlaut/e umlaut), according to the following instructions:

    N° d'ordre ISO Majuscule Code Unicode de la majuscule Translittération de la majuscule Code Unicode de la translittération de la majuscule Minuscule Code Unicode de la minuscule Translittération de la minuscule Code Unicode de la translittération de la minuscule
    9 Ё 0401 Ë 00CB ё 0451 ë 00EB

    If the Cyrillic letter Е/е is used instead of the letter Ё/ё in the source, it is the letter Е/е that should be romanized according to the instructions in the table.

    Sanskrit, Prakrit Devanagari alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Serbian Cyrillic alphabet ALA-LC Romanization Tables -- Serbian [Replaces ISO 9:1995 table as of 2021-11-12]
    Tajiki Cyrillic alphabet ISO 9:1995 Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
    Tamil Tamil alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Telugu Telugu alphasyllabary ISO 15919:2001 Information and Documentation -- Transliteration of Devanagari and related Indic scripts into Latin characters
    Thai Thai alphasyllabary ISO 11940:1998 Information and Documentation -- Transliteration of Thai

    (à confirmer)

    Ukrainian Cyrillic alphabet BnF Translittération du russe, du biélorusse et de l'ukrainien contemporains based on ISO 9:1995 Information and Documentation -- Transliteration of Cyrillic characters into Latin characters -- Slavic and non-Slavic languages
    Yiddish Hebrew alphabet ISO 259-2:1994 Documentation -- Transliteration of Hebrew characters into Latin characters -- Part 2: Simplified transliteration

    Last update: 2023-10-30

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    Non-exhaustive List of Verifications to Make to an Existing Record

    General Information

    • Verify that the characters used are only those in the MARC 8 character set.
    • Generally, the information must be provided in French. When information quoted in field 670 comes from a source in a language other than French, the Guide asks cataloguers to “generally translate the information into French, in an informal manner, summarizing as appropriate”. If the existing record was originally created by LAC in English, or if it is a migrated record derived from a record that was originally in English, fields 670 and 675 can remain in English but it must be ensured that the information recorded in other fields is in French. It is understood that all information in English will not necessarily have an equivalent in French. This would be the case, for example, for terms belonging to a controlled vocabulary for which there is no French version. In this case, the information must be deleted.
    Field Verification
    008 Verify that the coding is correct. For names (except name-title series), verify that the coding complies with the instructions relating to field 008: names (except name-titles series).

    Position 10 (Descriptive cataloging rules) : must be changed to "z". Note: When 008/10 is changed to "z" (Other), a field 040 $e rda is automatically added. The reverse is not true.

    Position 39 (Source of cataloging): the value initially recorded in this field is retained; do not modify this value when updating a record, except if the initial value was incorrect. The initial value is incorrect if it is not " " [blank] for a record created originally by LAC, BAnQ or LC (symbol CaOONL, CaQMBN or DLC in field 040 $a) or "c" (Cooperative cataloguing program) for a record created originally by an university or NACO participant (symbol for the university or NACO participant appearing in field 040 $a).

    010 Delete this field if it is present.
    016 If there is no Canadiana number, verify in the LC field if the same entity is represented by an authority and if it contains a Canadiana number (it is possible to refine the search by using cs:caoonl). If yes, add this number to the record by changing the language code E at the end of the field to the code F (or by adding the code if it is absent).

    If there is a Canadiana number but it does not end with the language code F, add this code to the end of the number.

    024 Verify the coding (in particular subfields $0 and $1 for URIs).
    035 Never delete a field 035.
    040 Do not modify codes in subfields $a, $c and $d. If an error message during record validation indicates an inconsistency between field 040 and field 008/39, change the value in field 008/39 to make it consistent with the code in 040 $a rather than changing this code.

    Exception: When updating an authority record coded FrPBN in 040 $a, recode subfield $a to the PFAN institution code contributing the record, which is present in subfield $c. Position 008/39 should be coded c.

    Ensure that subfield $e rda is present, after having verified that field 1XX, fields 4XX and fields 5XX comply with RDA.

    043 This field cannot be used in records for geographic names (records with field 151). Delete this field in other cases such as when the record contains an occurrence of field 100, 110, 111 or 130.
    046 In authority records for corporate names, please check that the dates in subfields $s and $t are indeed the earliest and latest dates in a period of activity, and not the dates the corporate body was established or terminated. If the information refers to the establishment date or the termination date, please recode these dates in subfields $q and $r. In the case of meetings, congresses, etc., please keep in mind that the dates associated with a single meeting, or a specific conference belonging to a series of conferences, are recorded in subfields $s and $t, while the dates of establishment and termination of a series of conferences are recorded in subfields $q and $r. For further information, please consult the Name authority manual, section 046.
    053 Ensure that classification numbers for class PS8000 are moved to field 065 and that field 053 is deleted.
    Example:
    053 #4 PS8539.R47 $5 CaOONL
    becomes
    065 ## PS8539.R47 $2fcps $5CaOONL

    Be sure to add a period between the classification number and the Cutter if one exists.

    Example:
    053 #4 PS8595 I5834 $5 CaOONL
    becomes
    065 ## PS8595.I5834 $2 fcps $5 CaOONL

    Caution: Field 053 remains valid for LC classification numbers (PA-PT), including the classification numbers PQ3900-3919.3 for French-Canadian literature, the classification numbers PR9180-9199.4 for English-Canadian literature and classification numbers PS1-3626 for American literature.

    083 BAnQ records that were loaded into Canadiana and that contain this field do not contain subfield $2, which prevents the record from being saved. To be able to save the record, change the value in the first indicator to 7 and add subfield $2 23 before subfield $5 CaQMBN.

    Exemple :

    083 04 C841.6 C439 $5 CaQMBN
    becomes
    083 74 C841.6 C439 $2 23 $5 CaQMBN
    1XX If the record is not RDA compliant, correct the access point if necessary to make it RDA compliant.

    If field 100 contains the term époque in subfield $d, replace it with the term activité, regardless of whether the record is AACR2 or RDA coded. Add a field 400 containing the former access point and the subfield $w nnea.

    4XX If the record is not RDA compliant, correct the access points if necessary to make them RDA compliant.

    Add missing dates in field 400 when field 100 contains dates (LAC has had a policy in the past not to add dates systematically.)

    Delete non-compliant $w subfields. In particular,

    • delete all occurrences of subfield $w containing only a single code (for ex. $w d)
    • delete all occurrences of subfield $w containing only two codes if the codes are not "nh" (for ex. $w na).

    For more information about subfield $w, see the Manual - MARC 21 Supplement, section 4XX.

    5XX If the record is not RDA compliant, correct the access points if necessary to make them RDA compliant, which involves upgrading the authorities attached to the access points.

    In the case of a name change for a corporate body, the 5XX fields should link the corporate body in field 1XX only to the immediately preceeding and immediately succeeding entities. Delete all 5XX fields for an entity that preceeds the immediately preceeding entity or succeeds the immediately succeeding entity. For example, in the case of corporate body A which becomes B, which becomes in turn C, the authority for entity A should not contain a 5XX field for entity C and the authority for entity C should not contain a 5XX field for entity A.

    663 Ensure that the wording of the note complies with the most recent practice (see: FAQ – LC-PCC practice for creating NARs for persons who use pseudonyms (PFAN documentation) (PDF, 829 KB)).
    665 This field is not permitted in Canadiana. If possible, transfer the biographical or historical information to a 678 field and delete the 665 field.

    Example:

    151 Viernyï (Kazakhstan)
    665 Fondée en 1854, cette ville a porté le nom de Viernyï jusqu'en 1921. Elle s'appelle maintenant Alma-Ata. Comme auteur, on utilise : Alma-Ata (Kazakhstan) ; Viernyï (Kazakhstan). Comme vedette-matière, on utilise : Alma-Ata (Kazakhstan).

    In this example, only the first two phrases can be transferred to a 678 field. The two other phrases are not retained. As the access point is not valid as a subject heading, it is necessary to consider adding the following note in field 667:

    667 ## $a UTILISATION COMME VEDETTE-MATIÈRE : Ce point d'accès ne peut pas être employé comme vedette-matière. Les œuvres sur ce lieu se trouvent sous Alma-Ata (Kazakhstan).
    667 Ensure that the contents of this field are general enough to be pertinent to cataloguers in other institutions. If not, delete the field.

    Examples of 667 fields to delete:

    667 Corpus UL

    667 UQAC-AU. $5 CaQCU

    667 Pour le 055, utiliser PS8623.

    Delete the 667 field containing "CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN" after finalizing the record.

    In records derived from the LC/NAF file, remove any 667 fields indicating that URIs have been added to the records.

    Examples :

    667 ## $a URIs added to this record for the PCC URI MARC Pilot. Please do not remove or edit the URIs.
    667 ## $a URIs added to 3XX and/or 5XX fields in this record for the PCC URI MARC Pilot. Please do not remove or edit the URIs.

    _____

    BAnQ: Before sending records to OCLC, ensure that all of the 667 fields have been copied into field 899 in Portfolio to preserve their contents in the event that local content is deleted by another PFAN participant, except fields 667 beginning with one of the following expressions: "En subdivision :", "Ne pas utiliser en subdivision" and "UTILISATION COMME VEDETTE-MATIÈRE :". If the content of a 667 field copied into field 899 is no longer pertinent for BAnQ, consider also deleting the corresponding 899 field in Portfolio.

    670 If the existing record was originally created by LAC in English, or if it is a migrated record derived from a record that was originally in English, it is not necessary to translate the field into French, as the case may be.

    It is generally not necessary to modify an existing 670 field except in cases provided in the FAQ for field 670 (Source data found) in the name authority record for NACO.

    675 If the existing record was originally created by LAC in English, or if it is a migrated record derived from a record that was originally in English, it is not necessary to translate the field into French, as the case may be.

    Occurrences of subfield $a following the first occurrence must be preceeded by a semi-colon, space. Add this punctuation if it is missing.

    Delete any $a subfield that cites the Canadian authority file (ex. Autorités Canadiana) without accompanying this citation with a consultation date.

    678 Ensure that the contents of the field truly consist of biographical or historical, that it is appropriate for public viewing, and that it is supported by sources given in a 670 field. For further information, see the Name Authority Manual, section 678.
    7XX Delete this field if subfield $2 lacnaf is present.

    Last update: 2023-11-06

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    Non-exhaustive List of Qualifiers

    The non-exhaustive list of qualifiers comprises a series of terms to be used when an RDA instruction requires an added element to distinguish or specify an access point that represents a person, a corporate body or a work (for example, RDA 9.19.1.6).

    The following list is a selection of terms whose use is encouraged by the Standards Committee to ensure the consistency of name authorities when a choice between several possible terms must be made. When you have the choice between two terms, give preference to the terms in this list. For example: "Organisme", rather than "Organisation".

    This is not a closed list and suggestions are welcome: pfan-fnap@bac-lac.gc.ca.

    English Term French Term Entity
    Spacecraft Véhicule spatial Corporate Body
    Lyrics Paroles Work
    Libretto Livret Work
    Program Programme Corporate Body
    Firm Firme Corporate Body
    Organization Organisme Corporate Body
    Musical group Groupe musical Corporate Body
    Congrès Corporate Body
    Conférence Corporate Body
    Radio station Station de radio Corporate Body
    Television station Station de télévision Corporate Body
    Contest Concours Corporate Body
    Play Pièce de théâtre Work
    Motion picture Film Work
    Series Collection Work
    Association Association Corporate Body
    Lecturer * Professeur d'université

    Maître de conférences
    Chargé de cours

    For more information, see Lecturer

    		Person
    Computer program

    See Computer file

    Computer file Fichier informatique Work

    * Lecturer

    According to the Cambridge dictionary, the term lecturer designates a person who teaches at a college or university, in Anglo-Saxon countries.

    Ex. : Lecturer in psychology

    This title corresponds to different cases in reality depending on the country where it is used. It would be desirable to use the equivalent French term in relation to what the title represents in the educational system where the author holds the title of lecturer.

    Suggestions of French equivalents

    • For an author in France who is designated as being "un maître de conférences", use (Maître de conférences)
      • According to the Larousse dictionary, the title used by professors of the first rank of the second class of the teaching faculty of universities in France. Equivalent of the Anglo-Saxon term lecturer according to Wikipedia.
    • For an author in Europe who is designated as being a lecturer, use (Maître de conférences) or (Professeur d'université)
    • For an author who is designated as a lecturer in Australia, use (Professeur d'université)
    • For an author who is designated as a lecturer in the United Kingdom, use (Maître de conférences) or (Professeur d'université)
    • For an author who is designated as a lecturer in the United States, use (Professeur d'université) or (Chargé de cours)
    • For an author who is designated as a lecturer in Canada, use (Chargé de cours)

    When in doubt about which French equivalent to use, consult the List of academic ranks de Wikipédia in particular for the countries not mentioned above.

    Lastly, note that a senior lecturer is more of a "professeur associé" than a "chargé de cours".

    Last Update: 2022-03-22

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    Procedures for Duplicates

    Step 1: Selection
    Situation 1: Duplicates between migrated records, and LAC records which existed before the migration (June, 2 2020). Choose the authority record to retain when there are duplicates by following the following order of priority:

    1. Prefer a LAC record over a record from BAnQ or universities.
        2. Note for PFAN: If there is more than one LAC record amongst the duplicate records, inform LAC; send LAC the OCLC record numbers, by email, to the following address : pfansuppression-deletionfnap@bac-lac.gc.ca mentioning in the subject line: Doublons de BAC. LAC will determine which record should be kept, and will replace the record(s) to be deleted. If the duplicate records also include records from other participants, simply follow Steps 2 and 3 below, once LAC has identified which record will be retained.
        Note for LAC: If there are more than one LAC records among the duplicates, the cataloguer has to determine which record will be kept, and he/she must delete the other records. The oldest record will usually be preferred. Do not forget to do any bibliographic file maintenance (including the LBD), as required.
    2. Prefer a record from BAnQ over a record from universities. Note for PFAN and LAC : University records have a code other than CaOONL or CaQMBN in field 040 $a.
    3. Prefer an RDA record over a non-RDA record.
    4. Prefer a more complete record over one that is less complete.
      5. Example 1:
      Record 1 comes from LAC and has a 016 field but is not RDA compliant; record 2 comes from BAnQ and is RDA compliant. Record 1 from LAC is retained because criteria 1 and 2 have priority over criterion 4.
      Example 2:
      Record 1 comes from BAnQ and is not RDA compliant; record 2 comes from a university but is RDA compliant and more complete. Record 1 from BAnQ is retained because criterion 3 has priority over criteria 4 and 5.
      Example 3:
      Record 1 comes from a university and is not RDA compliant; record 2 comes from another university but is RDA compliant although less complete. Record 2 is retained because criterion 4 has priority over criterion 5.

    Situation 2: Duplicates between an LAC records which existed before the migration (June 2, 2020), or a migrated record, and any new record created in Canadiana on or after June 2nd, 2020.
    Keep the pre-June 2nd, 2020 LAC record, or the migrated record, following the order of priority outlined above (under Situation 1). Follow steps 1 and 2.

    Situation 3: Duplicates between any new records created in Canadiana on or after June 2nd, 2020.
    Keep the first record (the older one), according to the date entered on file, in field 008 (character positions 00-05). Follow steps 1 and 2.

    Step 2 : Modifications
    Record to be retained
    PFAN et BAC

    1. Update the preferred record.
    2. Make the following modifications to the record to be retained:
      1. If the record to be deleted contains a 016 field, copy the Canadiana number from the record to be deleted into sub-field $z of field 016 in the record to be retained. Do not add the code F to the end of a Canadiana number transferred into the record to be retained if one does not exist.

        2. Exemple :

        016 ## 1026F7926F $z 1030B8987


      2. If the record to be deleted contains a 035 field with the symbol CaQQLA and a field 373 with the mention Université Laval, copy the information from both fields into the record to be retained. Do not copy a 035 field with any other symbol.

        3. Example :

        035 ## (CaQQLA)XX4513984

      3. Add a variant form (4XX) based on the form of name or title used as the authorized access point in the record to be deleted (whether it’s been evaluated or not), if it is considered a useful variant form for the record that will be retained. Please note the following:
        • Do not systematically add as a variant form (4XX) the authorized access point present in the record to be deleted. Keep in mind the instructions in the Participant’s Manual: « Do not add references solely for automatic conflict detection and updating of bibliographic records » . (See the Participant’s Manual, Cross-references (4XX et 5XX).)
        • Cataloguers must make sure that a variant form deemed useful in the record to be retained is a valid RDA access point and is established according to PFAN practices. For instance, if the authorized access point includes a date of birth, this date must also appear in the cross-reference, even if this form is derived from an authorized access point that did not include a date of birth (in the record to be deleted). The reverse is also true: normally, dates are not included in variant forms if not present in the authorized access point, unless a date is added to resolve a conflict between this variant form and an authorized access point in another record. Another example: in a name-title access point, the name element must be identical to the authorized access point for the agent, even if the form of this access point was different in the record to be deleted.
        • Use subfield $w when appropriate, that is, when the variant form is absolutely identical to the authorized access point in the record to be deleted. Subfield $w may be used in more than one 4XX field. Since the variant form must be a valid RDA access point, code nnea should not be used.

      4. Copy into the record to be retained all information or fields present in the record to be deleted and judged to be useful to retain.

    Record(s) to be deleted
     PFAN

    1. Make the following modifications to the record(s) to be deleted:
      1. Add a 667 field containing the note "Notice doublon, signalée pour suppression car remplacée par [numéro Canadiana de la notice à conserver] ([date]). »
        2. Exception: Use the OCLC control number when the Canadiana numbers in the record to be retained and the record to be deleted are identical.
      2. If there is no 016 field, add one using the number 0000X0000F. This is a generic number intended to be used in all duplicate records to be deleted that do not contain a Canadiana and only in these records. Adding this number is necessary so that the record can be saved.
      3. If there is already a field 016 with a Canadiana number, do not change field 016.

    _____
    BAC : Does not apply. Proceed to step 3.

    Step 3 : Deletion
    PFAN :

    1. Do not notify LAC regarding records to be deleted identified by the generic number 0000X0000F. They will be replaced by the record identified in a note 667.
    3. Notify LAC regarding records to be deleted that have a unique Canadiana number XXXXAXXXX(F) by communicating the OCLC control number by email to pfansuppression-deletionfnap@bac-lac.gc.ca with subject line: Doublons avec 016 valide.

    _____
    LAC: The LAC cataloguer will delete the records we are not keeping. Please make sure to use the function “Supersede / Mark for deletion”, under the “Record” tab, and not the function “Delete”.
    _____
    Note for PFAN and LAC:For undifferentiated records, see the instructions in section 008/32 Undifferentiated personal name in the Name Authority Manual.


    Last update: 2024-10-08

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    Procedures for records derived from LC/NAF

    This procedure explains the changes to be made to an LC/NAF authority record when deriving it from the Canadiana file to create a new record.

    1XX
    • The authorized access point does not need to be identical to the LC/NAF access point. The same entity may have two different or two identical access points in the two files.
    Note : In LC/NAF, some records are coded “RDA compatible”. These are records which are coded AACR2, but where the authorized access point would be constructed in the same way according to RDA and according to any relevant LC-PCC PS. Just as they would do for any new access point being established in Canadiana, which has to conform to RDA, PFAN cataloguers must make sure to evaluate the access point and to code the record RDA. “Evaluate” means that the cataloguer will check the usage(s) as recorded in the 670 field(s) in the authority record, and will evaluate that the authorized access point is exact based on the usage recorded in the bibliographic records.
    • If the year of birth or year of death are known, the cataloguer will always add them to the access points, when creating a new authority record.
    3XX
    • All 3XX fields must be translated.
    670
    • The first 670 should be citing the resource in hand being catalogued by the PFAN cataloguer (even if this resource is quoted in the derived record).
    • Do not retain a 670 field if the resource quoted is not consulted by the PFAN cataloguer.
    • Combine into a single 670 field all the 670 fields from the record being derived which are not retained. This 670 field may also include information from fields 046 and 3XX.
      • Combine the most important information into a single 670 field, in French..
      • Example : 670 ## LC/NAF, [date of the search] $b(point d'accès : [access point]; [other data])
    • Note : It is possible to record, in field 672, any title associated with the AAP and cited in any 670 field, if deemed important to identify the entity represented by the AAP.

    Example

    "Derived" from LC/NAF:

    100 1# Bruland, Kristine

    670 ## Her British technology and European industrialization, 1989: $b CIP t.p. (Kristine Bruland) bk. t.p. (Kristine Bruland) jkt. (research fellow at the Centre for Technology and Culture, Univ. of Oslo, and at the Economic History Dept. of the Norwegian School of Management, Oslo)

    670 ## Technological revolutions in Europe industrialization, 1998: $b CIP t.p. (Kristine Bruland, prof. Economic Hist., Univ. Oslo, Norway) data sheet (b. 02/10/50)

    New Canadiana record (when the resource on hand is not cited in the derived record):

    100 1# Bruland, Kristine, $d 1950-

    670 ## [Title of the resource on hand], [date] : $b source d'information privilégiée ([usage]) autre emplacement([other information])

    670 ## LC/NAF, 20 juillet 2020 $b (point d'accès : Bruland, Kristine; née le 10 février 1950; "research fellow" [en 1989], Centre for Technology and Culture, Univ. of Oslo, et Economic History Dept., Norwegian School of Management, Oslo; professeure d'économie historique [en 1998], Univ. Oslo)

    New Canadiana record (when the resource on hand is cited in the derived record):

    100 1# Bruland, Kristine, $d 1950-

    670 ## British technology and European industrialization, 1989 : $b page de titre (Kristine Bruland) jaquette ("research fellow", Centre for Technology and Culture, Univ. of Oslo, et Economic History Dept., Norwegian School of Management, Oslo)

    670 ## LC/NAF, 20 juillet 2020 $b (point d'accès : Bruland, Kristine; née le 10 février 1950; professeure d'économie historique [en 1998], Univ. Oslo)

    Last update: 2022-12-09

    Return to Table of Contents ⮝

    Procedure for partial modification of records describing works and expressions

    When an authorized access point for a personal name is modified, it may happen that it then no longer matches the access point for that person as used in the access points representing works and expressions, already present in Canadiana. For instance, it may happen that an access point for a person is modified to add the death date, but that the access points for that person's works and expressions include only the person's birth date. It may also happen that a cataloguer is revising the access point for a personal name, in an authority record that was batch-loaded, but some access points for works and expressions, by this person, include a different form of name.

    A PFAN cataloguer may then do some partial modifications to the records for works and expressions associated with that person, according to the following instructions:

    Conditions:

    1. Applying this procedure is not mandatory, it is entirely up to the participant.
    2. This procedure only applies when, in an authorized access point for a work or expression, the name part is a personal name, and the form of this name does not match the AAP in the person's authority record.
    3. The access points representing the person's works and expressions may be modified only in part, or completely – that is, the cataloguer may evaluate only the name part, or both the name part and the title part. The procedure below applies only for those cases when the access point is modified only partially. If the entire access point is verified [validated], then the entire record has to be evaluated – that is, it has to be revised in order to be RDA compliant, and it has to follow PFAN standards. In that case, please consult the following document : List of Verifications to Make to an Existing Record.
    4. 4. In case of duplicate records, this procedure only applies to the records that are retained. Any duplicate records should be reported for deletion, according to the Procedures for Duplicates.

    Procedure:

    1. Modify the person's access point in the authority record for that person, making sure that the record is RDA compliant and follows all PFAN standards..
    2. Partially modify the records representing the person's works and expressions, that is, modify the « Name » part of the access point, without editing the rest of the access point or any other existing field. It is not mandatory to modify all the records representing the person's works and expressions:
      1. Update the “personal name” part of the Authorized Access Point, in the records representing the person's works and expressions, so that the name is identical to the name in the authority record representing the person. Make sure that the update is done both in the 100 field and in any existing 400 fields.
      2. b. If the record includes the 667 note "CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN", keep the note, and proceed as follow:
        1. Add the generic Canadiana number 1111X1111F in field 016. Please note that this generic number will have to be replaced by a unique number when the record is assessed at a later point, at which time the 667 note mentioned above will be deleted.
        2. Add the following 667 note:
          667 $a CETTE NOTICE A FAIT L'OBJET D'UNE MODIFICATION PARTIELLE. LE NUMÉRO CANADIANA GÉNÉRIQUE 1111X1111F DANS LA 016 DOIT ÊTRE REMPLACÉ PAR UN NUMÉRO UNIQUE LORSQUE LA NOTICE EST ÉVALUÉE.
    3. If the record does not include the note « CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN », then update the name part of the access point, without making the changes described under 2b).
    4. Do not add a cross-reference to the former access point (either with a subfield $w nne or $w nnea). Please note that such a cross-reference could be required, for instance in cases where the former access point was RCAA2, when the authority record is reassessed, at a later stage, and the 667 note " CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN " is deleted. At that point, the cross-reference to be added is the former access point which displayed in field 1XX before the record was reassessed.


    Examples
    Note: Only relevant fields have been included in these examples.

    Example 1: Name authority record, and batch-loaded work authority records

    Name authority record modified to add a date of death in the authorized access point:

    016 ## 0100D5363F

    100 1# Blais, Marie-Claire, $d 1939-2021

    Work authority record, batch-loaded and not revised, before the partial modification:

    [No 016 field]

    100 1# Blais, Marie-Claire, $d 1939- $t Dans la foudre et la lumière

    667 ## CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN


    Work authority record, batch-loaded and not evaluated, after the partial modification:

    016 ## 1111X1111F

    100 1# Blais, Marie-Claire, $d 1939-2021. $t Dans la foudre et la lumière

    667 ## CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN

    667 ## CETTE NOTICE A FAIT L'OBJET D'UNE MODIFICATION PARTIELLE. LE NUMÉRO CANADIANA GÉNÉRIQUE 1111X1111F DANS LA 016 DOIT ÊTRE REMPLACÉ PAR UN NUMÉRO UNIQUE LORSQUE LA NOTICE EST ÉVALUÉE.

    Work authority record with a unique Canadiana number before change:

    016 ## 0100D5363F

    100 1# Blais, Marie-Claire, $d 1939- $t Saison dans la vie d'Emmanuel


    Work authority record with a unique Canadiana number after change:

    016 ## 0100D5363F

    100 1# Blais, Marie-Claire, $d 1939-2021. $t Saison dans la vie d'Emmanuel

    Example 2: Batch-loaded name authority record, and batch-loaded expression authority record

    Batch-loaded name authority record, before revision:

    [No 016 field]

    100 0# Arrien, $d environ 95-environ 175

    667 ## CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN


    Name authority record, after revision:

    016 ## 1038H8594F

    100 0# Arrien, $d environ 95-environ 175

    Batch-loaded work authority record, not revised, before the partial modification:

    [No 016 field]

    100 0# Arrien. $t Traité de tactique. $l Français

    667 ## CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN


    Batch-loaded work authority record, not revised, after the partial modification:

    016 ## 1111X1111F

    100 0# Arrien, $d environ 95-environ 175. $t Traité de tactique. $l Français

    667 ## CETTE NOTICE VERSÉE EN LOT DOIT ÊTRE ÉVALUÉE AVANT D'ÊTRE UTILISÉE, POUR S'ASSURER QU'ELLE RÉPONDE AUX NORMES DU PFAN

    667 ## CETTE NOTICE A FAIT L'OBJET D'UNE MODIFICATION PARTIELLE. LE NUMÉRO CANADIANA GÉNÉRIQUE 1111X1111F DANS LA 016 DOIT ÊTRE REMPLACÉ PAR UN NUMÉRO UNIQUE LORSQUE LA NOTICE EST ÉVALUÉE.

    Last update: 2022-11-22

    Return to Table of Contents ⮝

    Bibliographic file maintenance (BFM) [New]

    Here is a non-exhaustive list of examples that may require manual modifications to the bibliographic file following a change to a name authority record.

    Each institution is responsible for applying the recommendations to its own bibliographic records in OCLC.

    1. Creation of a new authority record for the name deleted from an undifferentiated record
    Example:

    Existing undifferentiated authority notice:
    100 1 $a Gallagher, Mary

    New personal name authority record created for identity previously on an undifferentiated authority record:
    100 1 $a Gallagher, Mary, $d 1958- ?

    Recommendation:

    Manually update the AAP in each bibliographic record affected by the change.

    2. Changing a name record into a subject heading record
    Example:

    Previously on Canadiana:
    110 Idle No More (Mouvement)

    Now is RVM
    150 Mouvement Idle No More

    Recommendation :

    Manually update the AAP in each bibliographic record affected by the change.

    3. Modification of a government agency access point
    Example:

    In a AAP of an authority record, a date is added to distinguish between

    Existing access point
    110 1 $a Québec (Province). $b Ministère de l'environnement

    Adding dates
    110 1 $a Québec (Province). $b Ministère de l'environnement (1979-1994)

    Background
    110 1 $a Québec (Province). $b Ministère de l'environnement (1979-1994)
    110 1 $a Québec (Province). $b Ministère de l'environnement et de la faune
    110 1 $a Québec (Province). $b Ministère de l'environnement (1998-2005)

    Recommendation:

    Manually update the AAP in each bibliographic record affected by the change. If the set of records to be modified is large (more than 20 records), ask OCLC for help by sending a message to pfan-fnap@bac-lac.gc.ca.

    Last update: 2024-03-26

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    Useful External Resources

    Last update: 2023-10-24

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