Summary: Instructions for original catalogers updating or creating NACO name authority records (NARs).


This page is in progress as of November 2023. Information is incomplete and in draft form.



Local review process

In general, new or updated NACO records require review from Lucas Mak and/or Joshua Barton before submission to Library of Congress. Follow these steps to submit your record for review.

  1. Add a 690 to the completed record with MiEM:[yourinitials]

  2. If your new or updated record will prompt bibliographic file maintenance in OCLC:
    1. Locate all English-language records with AAPs that would need updating
    2. Put OCLC record numbers for these records in your 690
  3. Save the record to the online save file, noting the save file number
  4. Email Lucas and/or Joshua the save file number to let them know your record is ready for review

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Important NAR guidelines

These are not comprehensive, but include some of the most common questions around NACO work.

  • Dates
    • If readily available, add dates to all personal name AAPs when creating new NARs
    • Don't add to an existing personal name NARs without dates, unless the AAP for the name is also being changed (per LC PCC PS 9.19.1.3)
      • Optionally, add a death date to an existing NAR that already has a birth date, or vice versa
  • Aliases
  • 670 formatting conventions
    • Is there documentation to point to for this?
    • The general pattern and punctuation is:
      • Title of work cited, year of publication: $b source of information (piece of info; piece of info; piece of info) source of information (piece of info; piece of info; piece of info)
      • See examples below for more detail
  • Bibliographic file maintenance (BFM)
    • For our local catalog, catalogers may make updates manually if they wish, but automated Backstage processes will ensure the new or updated form of the NAR will eventually make its way into our local database
    • For the OCLC database, the MSUL NACO coordinator will use cataloger-supplied OCLC record numbers in the 690 (see above) to address any necessary BFM

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Field-by-field guide

MARC fieldElementNotesExamples
024Identifiers
  • For names, these may come from be ORCID, VIAF, ISNI, etc.
  • Should include URIs

024 _7 1899243 ǂ2 viaf ǂ1 https://viaf.org/viaf/1899243/#Zhu,_Yongjia

024 _8 $1 https://isni.org/isni/0000000047744884

046Birth and death dates
  • $f = birth date
  • $g = death date
  • Include $2 edtf to indicate date/time standard
046 __ $f 1931 $g 2023 $2 edtf
375Gender information(error) Do not use in new records; remove when updating existing NARs.
670Work cited information
  • $a = title of work cited, year
  • $b = source of information in work, all pieces of information gathered from that source
  • repeatable
  • any field in the NAR must be supported by information in the 670
670 __ Si shen chun qiu, 2014: ǂb t.p. (朱永嘉 = Zhu Yongjia) front flap (b. 1931; male; historian; pen name: 羅思鼎 = Luo Siding; author of: Wan nian Mao Zedong chong du gu wen nei mu, Lun Cao Cao, Liu Bang yu Xiang Yu; annotator of: Ming ci hui kan, Lü shi chun qiu, Tang liu dian, Chun qiu fan lu, etc.)



Resources

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Continue adding steps as needed. Step titles use Heading 2 style. Follow each step with with a "Back to top link" (just copy and paste the "Broken link" box) and a horizontal rule line (add via the plus button on command bar above). Any new step you add will automatically be included in the table of contents. 

Other useful page elements are available to you in the macros found via the plus button on the command bar. Consider using the "tip" macro or the "note" macro, or the "warning" macro if you want to visually separate an important piece of info in your procedures. The grid button on the command bar is also helpful for easily creating tables. Remember to consult the documentation guidelines for instructions on making accessible tables.


  • Name authority records are not required for all name entries in catalog records.
  • When creating new name authority records (personal, corporate, or conference), CMS catalogers will enter the records into OCLC following NACO procedures and policies.

A bulleted list is preferable if you need to list more than one or two. If no policies need to be included on the page, click the frame of this box and then click "remove."



ContactLucas Mak
TeamCMS
UpdatedNovember 2023
CreatedApril 2018


FINAL STEPS BEFORE COMPLETING PAGE

1. Add an email link to your name. Highlight the text of your name, select the linking button on the command bar above, choose "web link" and enter: mailto:youremail@lib.msu.edu

2. Place your page in the right hierarchy. Click the page tree icon on the top left, and in the box for "new parent page" enter the name of the existing page that this page should be filed under. For example, any cataloging procedures would have CATALOGING as the parent page. 

3. Add labels to your page by clicking the label icon on the top left. You can see a full list of available labels on the Find by label page.