Algorithm for Batch Loading Variations Metadata from MARC

Algorithm - Major Processing Steps

1. Contributor Record Creation
   • Check V2 Database for duplicate
   • Query Authority File
   • Create Record and Map from Name Authority Record and/or MARC bib record (Mapping Document)
2. Work Record Creation
   • Identify using work-identification algorithm (Work Identification Algorithm)
   • Check V2 Database for duplicate
   • Query Authority File
   • Create Record and Map from Name/Title Authority Record and MARC bib record (Mapping Document)
3. Container Record Creation
   • Create Record and Map from MARC bib record (Mapping Document )
4. Instantiation Record Creation (for those works created above)
   • Create Record and Map from Work Record and MARC bib record (Mapping Document )
   • Attach to Container Record
5. Container Record Mapping (second pass, to account for instantiations not created)
   • Map from MARC bib record (attach Contributors directly to container)(Mapping Document )
     

Full Mapping Table

MARC Record Groupings

• Group 1: 0 700 |t
  • Group 1a: 100/240/245
  • Group 1b: 100/245 (no 240)
  • Group 1c: 245 (no 100/240)
• Group 2: 1 700 |t
• Group 3: 2 700 |t
• Group 4: 3+ 700 |t

Collective titles "black" and "white" lists

List includes selected terms from http://www.library.yale.edu/cataloging/music/musicat.htm#uniformtitles

Does not account for arbitrary ranges/sets of specific works (e.g. Sonatas, |m piano, |n no. 2-5)

List A - (Collective Titles "black list") Automatically exclude as a work title...

• Cantatas
• Chamber music
• Chansons 
• Choral music
• Electronic music 
• Fantasien
• Harpsichord music
• Instrumental music
• Lute music 
• Keyboard music 
• Madrigals 
• Masses 
• Motets
• Musicals
• Orchestra music 
• Organ music
• Overtures
• Piano music 
• Selections
• Sinfoniettas
• String quartet music
• Symphonic poems 
• Symphonies
• Symphonies, string orchestra
• Violin, harpsichord music 
• Violin, piano music 
• Violoncello, piano music
• Vocal music
• Works

List A1 - (Collective titles "white list") (see Instantiation Mapping document for explanation)

• Cantatas
• Fantasien
• Madrigals
• Motets
• Overtures
• Symphonies

List B - (Forms) - Exclude as a work title under the following circumstances:

1. If no |m, |n, |p or |r -- Exclude
2. If |m but no |n, |p or |r -- Exclude in Groups 2-4 if derived from a 240. Do not exclude and flag for human review if derived from 240 (in Group 1a) or from a 700 |t (in Groups 2-4).

3. If |m and/or [|n, |p, |r] -- Do not exclude

4. Note: if singular form (no "s" at end of word, unless one of the exceptions noted below *) -- Do not exclude

Terms..

• Adagios
• Allegros
• Allemandes
• Anthems
• Arias
• Bagatelles
• Ballades
• Berceuses
• Canons
• Canzonas
• Canzonettas
• Caprices 
• Cappricios
• Cassations
• Choruses
• Concertinos
• Concertos
• Divertimenti*
• Divertimentos
• Duets
• Elegies
• Etudes
• Fanfares
• Fantasias
• Fugues
• Gavottes
• Gigues
• Hymns
• Intermezzi*
• Intermezzos
• Largos
• Lieder*
• Marches
• Melodies
• Minuets
• Nocturnes
• Nonets
• Octets
• Odes
• Partitas
• Pavans
• Pieces
• Poems
• Polkas
• Polonaises
• Preludes
• Psalms
• Quartets
• Quintets
• Rhapsodies
• Romances
• Rondos
• Scherzos
• Septets
• Sextets
• Sonatas
• Sontinas
• Songs 
• Studies
• Suites
• Toccatas
• Trio sonatas
• Trios
• Variations
• Waltzes

* This text would be taken from |m. This could be disregarded when determining collective title status, unless |n and/or |p are present (thus meaning title is not collective)

** "Sonatas, violoncello, piano" may be a specific work title if composer wrote more than one sonata but only one for violoncello and piano. If the composer wrote more than one sonata for violoncello and piano, than this is a collective title. The same is true of concertos, suites, etc. Cannot yet devise a way around this ambiguity in uniform title nomenclature.