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Portal Edit Snowball (Diana Duncan)


From: Diana Duncan [mailto:dduncan@fieldmuseum.org]
Sent: Thursday, September 24, 2009 2:23 PM
To: Pilsk, Suzanne; Lipscomb, Bianca
Cc: Christine Giannoni
Subject: Misc BHL interface, Gemini & portal editing questions

Hello Suzanne & Bianca,

Before the conference call this morning, I went in and checked Gemini and looked at the issue assigned to me BHL-1277.

I located the PDF for the work and did confirm that a page is missing (title 3287). Christine is going to contact Betsy about sending this back to be rescanned.

I thought that I would look at all types of QA issues for this work as I have not done QA before. I've now come up with a few questions. If these are questions that should be addressed during a conference call or the face to face meeting, let me know or direct me to a wiki page that answers this. Most of these are questions unrelated to portal editor functionality.

Bianca's inability to find this work is related to some questions about the interface. The only way I was able to identify the work for this Gemini request was by physically pulling the volume from the shelf. With the new interface, will we be able to search by series title? As this is not a way the end user will be as likely to search, I wasn't sure this would be a priority. I already spoke to you about putting in serials records so we could combine the individual Fieldiana monographs under serial title. I could still do that but if the new search interface takes care of that problem, it might make sense to concentrate on other problems. Another question I have for the Fieldiana publications is that they are published under 2 series titles with separate enumeration. Example title 3287 is Fieldiana. Geology ; v.10 no.18 and also Publication no. 736. If we're going to put them in under serials title, would we do it twice?

One reason I'd like to go through the process so I can put together documentation and train some of our volunteers to do QA. Do you know of anyone who has put together a checklist form to use for QA?

I looked at the QA pages on the wiki so I think I have an idea of the kinds of problems to look for as far as PDF quality issues or problems such as title linking to an entirely different work.

Is there a page for types of metadata errors to correct? Priorities? Perhaps some of the things I'm listing below would not merit a fix? I remember Joe put together something on enumeration, but I'm not sure about other problems.

These are examples of the types of problems I've observed. At least one of these is a problem I don't appear to be able to fix through portal editing.

Author--incorrect or not the authorized form -- I've seen records with more than one form of a name, which should be fixed through portal editor. However, the drop down box for author in the portal does not show dates (I added this on the portal editor page). I've also noticed a problem with some names that appear to be the same, but show up twice in the portal in the author browse (i.e. Schmidt, Karl Patterson, 1890-1957) How do these get combined?

Errors in title--misspellings, etc.
inconsistencies in way title entered when there are parts --See Olson, Everett Claire (1910-1993) Fauna of the Upper Vale and Choza--this came out in parts, which have been entered inconsistently so the parts do not sort correctly. There are no "n" and "p" subfields on the portal for the 245 field (part number, part title). Is there a standard way we are entering these?

Series title problems & enumeration--Going back to title 3287, Volume displays as Vol. 10 instead of v.10, which I can fix through editor

Errors in publication information.

Add subject headings when there are none.

I saw an issue listed on the portal editor page about the bound with problem and how to get metadata in there for separate works--uploading vs using the feature to split a pdf into articles. We have this problem for one of the Hymenoptera works that was digitized.

Diana
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Diana Duncan
Rare Book Cataloger
Field Museum
1400 S. Lake Shore Drive
Chicago, IL 60605-2496
312-665-7560
312-665-7893 (Fax)

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