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Summary: Each month, we receive the Authorities Management Unit receives updates to our the authority files from Backstage. This document outlines how to receive those updates and who works on the accompanying reports.

On the Monday preceding the 4th Wednesday of the month:

  1. Lark sends Lisa R. her spreadsheet of authority file changes (adds/deletes). Lisa combines this with her changes and emails the combined data to Backstage (Shannon Montes de Oca shannon@bslw.com)

On the Thursday after the 4th Wednesday of the month:

  • Lisa, Dao & Kay receive an email from Backstage (Shannon Montes de Oca shannon@bslw.com) when the monthly authority file update files are ready.
  • Download the update files using the link in the email.
  • Unzip the files.
  • Delete files we don’t need: all the MESH authority records & blank reports (0 file size).
  • Using File Depot, send Dao the files to be loaded: GENRE.CHG.MRC, GENRE.NEW.MRC, LC.NAME.CHG.MRC, LC.NAME.NEW.MRC, LC.SUBJ.CHG.MRC, LCSUBJ.NEW.MRC
    1. File Depot: https://filedepot-internal.msu.edu/  login with MSU NetID
    2. Note: You may not have every one of the .MRC files listed above.
    3. Dao will notify you when the files are loaded.
  • Work on reports as follows:
  • Authority Delete (Names) – Lark
  • Authority Delete (Subjects) – Lark
  • Authority Delete (Series) – Lisa
  • Authority Delete (Titles) – Lisa
  • Authority Change #1 – Mark
  • Authority Change #2 (if present) – Mark, with Lisa’s help
    1. If there is an Authority Change #2, Lisa will help
  • Near Match #1 – Lark
  • Near Match #2 - Lisa

    .

    Receiving and processing authority records

    1. The Authorities Librarian receives an email from Backstage on the Thursday of the week following the 3rd Wednesday of the month with a notification that MSUL's monthly authority updates are complete. These files are delivered via FTP. To retrieve them, navigate to Backstage's Outbox by entering ftp.bslw.com in the address bar of a file manager, open the "out" folder, and copy the latest zip file. For example, the February 2023 file is named "EEM2302N.zip."
    2. Download the zip file and unzip it.
    3. Delete any FAST .mrc files. You can also delete all the “formerly” spreadsheets.
    4. Combine all the LC authority MARC files into one file. Delete any FAST headings. Dedupe that file. Load it to the Authority App using Data Import and job profile AUTH2.
      1. You may have to split the file into smaller files for Data Import to work.
      2. Check for load errors; resolve all problems.
      3. If any record fails to load and is “discarded”, it is likely that duplicate authority records exist. If that is so, delete both of them and load the “discarded” record as a new record.
    5. Check the non-LC authority files to check if the control number is in the 010. 
      1. Combine all authority files with an 010 into a single file and dedupe. Load into the Authority App using Data Import and AUTH2.
      2. Combine all authority files without an 010 into a single file and dedupe. Load into the Authority App using Data Import and AUTH1.
      3. Check for loading errors; resolve all problems.
    6. Once the authority records are loaded, work can begin on these reports: 
      1. R02_C1XX: Authority Add Report (NAMES)
      2. R04: Names, Subjects, Titles, & Series Delete reports
      3. R03_C1XX: Authority Change report
    7. Record the total number of authority records loaded in the “Authority Statistics” spreadsheet.

    Reports and statistics

    1. Once the authority records are loaded, work can begin on the following reports:
      1. R02_C1XX: Authority add report (NAMES)
      2. R04: Names, Subjects, Titles, & Series Delete Reports
      3. R03_C1XX: Authority Change Report
    2. Record the total number of authority records loaded in the "Authority Statistics" spreadsheet on the "Monthly Auths" tab. (Contact the Authorities Librarian if access to this spreadsheet is needed.)



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    • We prefer headings from LCNAF, LCSH, LCGFT, RBMS, AAT, GSAFD, & TGM.
    • Local headings may be established with the consent of the Head of Cataloging and the Head of Metadata Authorities Management.


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    ContactLisa RobinsonLorenzo
    TeamMetManAuthMan
    UpdatedMarch 2020December 2024
    CreatedMarch 2020