docs: reorganizing, adding information about importing authority records using vandelay

Signed-off-by: Galen Charlton <gmc@esilibrary.com>

diff --git a/docs/cataloging/authorities.txt b/docs/cataloging/authorities.txt
index a907931..c068c4f 100644 (file)
--- a/docs/cataloging/authorities.txt
+++ b/docs/cataloging/authorities.txt
@@ -1,11 +1,9 @@
-Manage Authorities
-------------------
+Managing Authorities
+--------------------
+This section describes how you can create, import, view, modify, merge, and delete authority records in Evergreen.
 
-In Evergreen to view, edit, merge, and delete authority records you would use the *Manage Authorities* interface 
-through the *Cataloging* menu.
-
-[TIP]
-=================
+Creating Authorities
+~~~~~~~~~~~~~~~~~~~~
 Currently in Evergreen to create a new authority record, as opposed to importing an authority record, you 
 need to have a bib record open in the bib MARC editor. 
 
@@ -16,11 +14,48 @@ New Authority from this field_, then select either _Create Immediately_ or _Crea
 * If you 
 choose _Create and Edit..._, after the authority MARC editor opens you need to click on the _Save_ button
 to finally add the new authority record to your system.
+
+
+Importing Authorities
+~~~~~~~~~~~~~~~~~~~~~
+. Click *Cataloging -> MARC Batch Import/Export.*
+. You may create a queue to better track this import project.  If you do not create a new queue, it will automatically put your records into a default queue named *-*.
+. Don't set a value for Holdings Import Profile, because this doesn't apply to authority records.
+. Select a file of authority data and put it in the *File to Upload* field.
+. Make sure all the settings are correct, then press *Upload.*
+. Evergreen will automatically assign a thesaurus based on the *Subj* fixed field, which is character 11 in the 008 field.
+
+[TIP]
+=================
+If you are importing authorities from an external vendor and want to track this, you may wish to set a unique Record Source. 
+=================
+
+
+
+Setting up Authority Record Match Sets
+++++++++++++++++++++++++++++++++++++++
+. Click *Cataloging -> MARC Batch Import/Export.*
+. Click *Record Match Sets.*
+. If you have sufficient privileges, you will be able to click on the *New Match Set*.  If you are unable to do so, check that you have the ADMIN_IMPORT_MATCH_SET permission.
+. Give your new set a descriptive name, an owning library, and a match set type of *authority.*
+. Click on the blue hyperlinked name of the match set you just created to add criteria.
+. You can match against MARC tag/subfield entries, against a record's normalized heading + thesaurus.
+
+[TIP]
+=================
+Evergreen's internal identifier is in the 901c field. If you have previously exported authority record -- perhaps for an external vendor to do authority cleanup work -- and you want to import them back into your catalog, you may wish to include the 901c field in your match set.
 =================
 
+Manage Authorities Interface
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+In Evergreen to view, edit, merge, and delete authority records you would use the *Manage Authorities* interface 
+through the *Cataloging* menu.
+
+
 
 Searching for authorities
-~~~~~~~~~~~~~~~~~~~~~~~~~
++++++++++++++++++++++++++
 
 To search for authorities in your system, first select the *Cataloging* menu and then select *Manage Authorities*. 
 Then proceed to fill out the search form. 
@@ -54,4 +89,4 @@ _Edit_, _Mark for Merge_, _Delete_
 * s = Sears List of Subject Headings
 * v = Repertoire de vedettes-matiere
 * z = Other
-* | = No attempt to code
\ No newline at end of file
+* | = No attempt to code