.. include:: images.rst
.. _authorities-system-preferences-label:
Authorities
----------------------------
*Get there:* More > Administration > System preferences >
Authorities
.. _authoritiesgeneral-label:
General
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
.. _additionalFieldsInZ3950ResultAuthSearch-label:
AdditionalFieldsInZ3950ResultAuthSearch
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
.. Admonition:: Version
This system preference was introduced in version 23.11 of Koha.
Asks: Display the MARC field/subfields \_\_\_ in the 'Additional fields' column of Z39.50 search results (use comma as delimiter e.g.: "001, 035$a").
Description:
- This system preference lets you display additional information from the MARC record in the authority Z39.50/SRU search result lists.
.. _authdisplayhierarchy-label:
AuthDisplayHierarchy
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: \_\_\_ broader term/narrower term hierarchies when viewing authorities.
Default: Don't show
Values:
- Don't show
- Show
Description:
- When set to 'Show' broader and narrower 'See also' references will be
displayed in a tree at the top of the record in both the staff interface
and the OPAC.
|AuthDisplayHierarchy|
- For MARC21, in order for this display to appear, the records must have 5XX
with the relationship code in $w and the authority number (authid) in $9.
.. Note::
The relationship codes in $w can be found on the Library of Congress
website under `Tracings and references-General information <https://www.loc.gov/marc/authority/adtracing.html>`_
g - Broader term
h - Narrower term
For example, the records in the above screenshot have the following
information::
Authority #3
001 3
151 $a Germany
551 $w h
$a Baden-Württemberg (Germany)
$9 4
Authority #4
001 4
151 $a Baden-Württemberg (Germany)
551 $w g
$a Germany
$9 3
551 $w h
$a Konstanz (Germany)
$9 5
Authority #5
001 5
151 $a Konstanz (Germany)
551 $w g
$a Baden-Württemberg (Germany)
$9 4
.. Warning::
The relationships must be bidirectional, meaning the broader term must
reference the narrower term and the narrower term must reference the
broader term.
.. _authoritycontrolledindicators-label:
AuthorityControlledIndicators
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: Use the following text to edit how authority records control indicators
of attached biblio fields (and possibly subfield $2). Lines starting with a
comment symbol (#) are skipped. Each line should be of the form: (marc21|unimarc),
tag, ind1:(auth1|auth2|some_value), ind2:(auth1|auth2|thesaurus|some_value).
Here auth1 and auth2 refer to the indicators of the authority record, tag is a
biblio field number or an asterisk (*), and some_value is a fixed value
(one character). The MARC21 option thesaurus refers to indicators controlled by
authority field 008/11 and 040$f.
Description:
- Used when merging authorities.
- Controls how the indicators of linked authority records affect the
corresponding biblio indicators. Currently, the default value is fine-tuned
for MARC21 and copies the authority indicators for UNIMARC.
- For example, a MARC21 field 100 in a biblio record should pick its first
indicator from the linked authority record. The second indicator is not
controlled by the authority. This report supports such MARC conventions.
.. _authoritymergelimit-label:
AuthorityMergeLimit
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: When modifying an authority record, do not update attached bibliographic
records if the number exceeds \_\_\_ records. (Above this limit, the
:ref:`merge_authority cron job<cron-update-authorities-label>` will update them.)
Default: 50
Description:
- This system preference determines the maximum number of bibliographic records
that can be updated when an authority record changes.
- This helps prevent overusing resources if an authority record is linked to
many bibliographic records.
- Make sure to enable the :ref:`merge_authority cron job<cron-update-authorities-label>`
to catch the updates that wouldn't otherwise be transferred to bibliographic
records.
.. _authoritymergemode-label:
AuthorityMergeMode
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Default: loose
Asks: When updating biblio records from an attached authority record ("merging"),
handle subfields of relevant biblio record fields in \_\_\_ mode. In strict mode
subfields that are not found in the authority record, are deleted. Loose mode
will keep them. Loose mode is the historical behavior and still the default.
Values:
- loose
- strict
.. _autocreateauthorities-label:
AutoCreateAuthorities
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: When editing records, \_\_\_ authority records that are missing.
Default: don't generate
Values:
- don't generate
- generate
Description:
- This system preference allows you to decide if Koha automatically creates
new authority records from the bibliographic records.
.. Warning::
:ref:`RequireChoosingExistingAuthority <requirechoosingexistingauthority-label>`
must be set to "don't require", otherwise this system preference has no
effect.
- If this is set to "don't generate", and catalogers enter uncontrolled terms
in controlled fields, Koha will not generate matching authority records.
- If set to "generate" (and
:ref:`RequireChoosingExistingAuthority <requirechoosingexistingauthority-label>`
is set to "don't require"), Koha will automatically create authority records
for headings that don't have any authority link when saving a bibliographic
record.
.. _defaultauthoritytab-label:
DefaultAuthorityTab
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
.. Admonition:: Version
This system preference was introduced in version 23.11 of Koha.
Asks: When viewing authority details default to the \_\_\_ tab. If the
selected tab does not exist, the view will default to the first tab.
Values:
- 0XX
- 1XX
- 2XX
- 3XX
- 4XX
- 5XX
- 6XX
- 7XX
- 8XX
- 9XX
Default: 0XX
Description:
- This system preference allows the library to choose which tab is presented
first when viewing an authority record.
- By default, the "0" tab, containing all 0XX MARC fields, is selected when
first viewing an authority record.
- If the selected tab doesn't exist for that particular authority record,
the first tab (usually tab "0"), will be selected by default.
.. _generateauthorityfield667-label:
GenerateAuthorityField667
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: Use the following text as default value for the 667$a field of MARC21
authority records: \_\_\_
Default: Machine generated authority record
Description:
- This system preference is used when Koha automatically creates authority
records when
:ref:`RequireChoosingExistingAuthority <requirechoosingexistingauthority-label>`
is set to "don't require" and
:ref:`AutoCreateAuthorities <AutoCreateAuthorities-label>` is set to
"generate".
- Enter the text you want to use in the 667$a field.
.. Note::
This system preference is only used when :ref:`marcflavour <marcflavour-label>`
is set to MARC21.
.. _generateauthorityfield670-label:
GenerateAuthorityField670
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: Use the following text as default value for the 670$a field of MARC21
authority records: \_\_\_
Default: Work cat.
Description:
- This system preference is used when Koha automatically creates authority
records when
:ref:`RequireChoosingExistingAuthority <requirechoosingexistingauthority-label>`
is set to "don't require" and
:ref:`AutoCreateAuthorities <AutoCreateAuthorities-label>` is set to
"generate".
- Enter the text you want to use in the 670$a field.
.. Note::
This system preference is only used when :ref:`marcflavour <marcflavour-label>`
is set to MARC21.
.. _marcauthoritycontrolfield008-label:
MARCAuthorityControlField008
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Default: \|\| aca\|\|aabn \| a\|a d
Asks: Use the following text for the contents of MARC21 authority
control field 008 position 06-39 (fixed length data elements).
**Important**
Do not include the date (position 00-05) in this preference, Koha
will calculate automatically and put that in before the values in
this preference.
Description:
- This preference controls the default value in the 008 field on
Authority records. It does not effect bibliographic records.
.. _requirechoosingexistingauthority-label:
RequireChoosingExistingAuthority
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: When editing records, \_\_\_ catalogers to reference existing authorities.
Default: don't require
Values:
- don't require
- require
Description:
- This system preference determines whether or not catalogers can type into
authority controlled fields.
- If set to "don't require", catalogers can manually enter uncontrolled terms
into controlled fields
- If set to "require", authority controlled fields will be locked, forcing
catalogers to search for an authority.
- If set to "require", it will block
:ref:`AutoCreateAuthorities <AutoCreateAuthorities-label>`. Authorities will
have to be catalogued manually (or imported).
.. _unimarcauthorityfield100-label:
UNIMARCAuthorityField100
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Default: afrey50 ba0
Asks: Use the following text for the contents of UNIMARC authority field
100 position 08-35 (fixed length data elements).
**Important**
Do not include the date (position 00-07) in this preference, Koha
will calculate automatically and put that in before the values in
this preference.
Description:
- This preference controls the default value in the 100 field on
Authority records cataloged in UNIMARC. It does not effect
bibliographic records.
.. _useauthoritiesfortracings-label:
UseAuthoritiesForTracings
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Default: Don't use
Asks: \_\_\_ authority record numbers instead of text strings for
searches from subject tracings.
Values:
- Don't use
- Search links look for subject/author keywords (example:
opac-search.pl?q=su:Business%20networks)
- Use
- Search links look for an authority record (example:
opac-search.pl?q=an:354)
Description:
- For libraries that have authority files, they may want to make it so
that when a link to an authorized subject or author is clicked on the
OPAC or staff client it takes the searcher only to a list of results
with that authority record. Most libraries do not have complete
authority files and so setting this preference to 'Don't use' will
allow searchers to click on links to authors and subject headings and
perform a keyword search against those fields, finding all possible
relevant results instead.
.. _linker-label:
Linker
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
These preferences will control how Koha links bibliographic records to
authority records. All bibliographic records added to Koha after these
preferences are set will link automatically to authority records, for
records added before these preferences are set there is a script
(misc/link\_bibs\_to\_authorities.pl) that your system administrator can
run to link records together.
.. _autolinkbiblios-label:
AutoLinkBiblios
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: \_\_\_ attempt to automatically link headings when saving records in the
cataloging module.
Default: Don't
Values:
- Do
- Don't
Description:
- This system preference determines whether or not Koha will attempt to link
terms in authority controlled field to existing authority records upon saving
a new bibliographic record.
- This system preference is used when creating new bibliographic records.
:ref:`CatalogModuleRelink <catalogmodulerelink-label>` and
:ref:`LinkerRelink <linkerrelink-label>` are used when editing bibliographic
records.
- If set to "Do", Koha will search in the thesaurus to find a matching
authority record. If it finds one, it will link it. If it finds more than one,
:ref:`LinkerModule <linkermodule-label>` will determine which one is linked.
- If set to "Don't", no linking attempt will be made when saving a new
bibliographic record.
.. _catalogmodulerelink-label:
CatalogModuleRelink
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: \_\_\_ automatically relink headings that have previously been
linked when saving records in the cataloging module.
Default: Don't
Values:
- Do
- Don't
Description:
- This system preference determines whether or not authority links are checked
and adjusted when saving a bibliographic record.
- When set to "Do", Koha will automatically relink headings when a record is
saved in the cataloging module when :ref:`LinkerRelink <linkerrelink-label>`
is turned on, even if the headings were manually linked to a different
authority by the cataloger.
.. Note::
This system preference requires that :ref:`AutoLinkBiblios <autolinkbiblios-label>`
be set to "Do".
.. _linkerconsiderthesaurus-label:
LinkerConsiderThesaurus
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: \_\_\_ compare the source for 6XX headings to the thesaurus source for
authority records when linking.
Default: Don't
Values:
- Don't
- Do
Description:
- This system preference is used to enable multiple thesauri support for
authorities.
- The thesaurus used for the term is added to the authority record using
040$f.
- In the bibliographic record, set the second indicator to 7 for 650 and
add the source to 650$2. For local terms, use 4 (Source not specified) as
the indicator.
Example for a bibliographic record::
650 _ 0 $a Feminism
650 _ 7 $a Feminism $2 sao
650 _ 7 $a Feminism $2 barn
The first example above is the LCSH term. The other two terms are from
sao (controlled Swedish subject heading system) and barn (Swedish children
subject heading system). These three are using the same TOPIC_TERM
Feminism, but they belong to different thesauri.
.. Warning::
In existing systems, enabling this preference may require a reindex, and may
generate new authority records if :ref:`AutoCreateAuthorities <autocreateauthorities-label>`
is enabled.
.. Note::
Support for multiple authority thesauri currently only works with
ElasticSearch.
.. _linkerkeepstale-label:
LinkerKeepStale
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Default: Do not
Asks: \_\_\_ keep existing links to authority records for headings where
the linker is unable to find a match.
Values:
- Do
- Do not
Description:
- When set to 'Do', the linker will never remove a link to an authority
record, though, depending on the value of
:ref:`LinkerRelink <LinkerRelink-label>`, it may change the link.
.. _linkermodule-label:
LinkerModule
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Default: Default
Asks: Use the \_\_\_ linker module for matching headings to authority
records.
Values:
- Default
- Retains Koha's previous behavior of only creating links when there
is an exact match to one and only one authority record; if the
:ref:`LinkerOptions <LinkerOptions-label>` preference is set to
'broader\_headings', it will try to link headings to authority
records for broader headings by removing subfields from the end of
the heading
- First match
- Creates a link to the first authority record that matches a given
heading, even if there is more than one authority record that
matches
- Last match
- Creates a link to the last authority record that matches a given
heading, even if there is more than one record that matches
Description:
- This preference tells Koha which match to use when searching for
authority matches when saving a record.
.. _linkeroptions-label:
LinkerOptions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Asks: Set the following options for the authority linker \_\_\_
**Important**
This feature is experimental and shouldn't be used in a production
environment until further expanded upon.
Description:
- This is a pipe separated (\|) list of options. At the moment, the
only option available is "broader\_headings." With this option set to
"broader\_headings", the linker will try to match the following
heading as follows:
::
=600 10$aCamins-Esakov, Jared$xCoin collections$vCatalogs$vEarly works to 1800.
First: Camins-Esakov, Jared--Coin collections--Catalogs--Early works
to 1800
Next: Camins-Esakov, Jared--Coin collections--Catalogs
Next: Camins-Esakov, Jared--Coin collections
Next: Camins-Esakov, Jared (matches! if a previous attempt had
matched, it would not have tried this)
.. _linkerrelink-label:
LinkerRelink
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Default: Do
Asks: \_\_\_ relink headings that have previously been linked to
authority records.
Values:
- Do
- Do not
Description:
- When set to 'Do', the linker will confirm the links for headings that
have previously been linked to an authority record when it runs,
correcting any incorrect links it may find. When set to 'Do not', any
heading with an existing link will be ignored, even if the existing
link is invalid or incorrect.