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Control headings

Overview

When you decide to control headings, you are linking headings in a MARC 21 bibliographic record or workform in WorldCat directly to exactly match one of the authority files supported by Record Manager.

A controlled heading appears as a hyperlink in the MARC 21 bibliographic record (blue underlined text) that you can click to open the authority record. The authority record opens in a different window.

After you control a heading (and add or replace the record in WorldCat), the heading in the bibliographic record is automatically updated whenever the linked authority record changes.

If a controlled heading changes automatically because the authorized heading in the authority record changes, the system indicates this by adding the text OCLCA in subfield $d of the 040 field in the bibliographic record.

Edit headings

You cannot edit a partially or fully controlled heading. You must remove a link from a controlled heading to edit it.

Punctuation in controlled headings

The system uses a set of punctuation rules based on the headings. For more information, see Technical Bulletin 259, Authorities System Changes.

No automatic tag flips

The system matches headings against the authority file by tags, so that if a matching heading has a different tag, or if multiple matching headings with different tags are found, the Control Headings window opens to present the matches so that you can select the correct heading. For more information, see Technical Bulletin 259, Authorities System Changes.

Limited automatic subfield $x and $v flips

In cases where you control a heading that is not an exact match to a single established heading in an authority record, the system does not flip $x to $v or vice versa. However, in cases where the heading in the bibliographic record is an exact match to a single established heading in an authority record that has been pre-coordinated, the system flips subdivisions—$x incorrectly changes to $v or vice versa.

Watch a video

Control headings (6:51)

This video shows you how to use WorldShare Record Manager to control headings. Controlling headings links name, series, and subject headings in bibliographic records to matching authority records, if available. If the authority record changes, the linked heading in the WorldCat master bibliographic record is updated automatically.

 

Control all headings in a MARC 21 record

  1. From the MARC 21 editor, select Control Headings from the Record drop-down menu. The system runs a heading-control service. The display refreshes and any controllable headings are shown with linked text.

Control a single heading in a MARC 21 record

  1. From the MARC 21 editor, click Edit.
  2. From the Edit drop-down menu, select Add from the Control Heading flyout menu.
  3. Select the appropriate heading in the Control Heading dialog.
  4. Click Insert Heading.

Remove a link from a controlled heading in a MARC 21 record

  1. From the MARC 21 editor, find the field with the controlled heading you want to remove.
  2. Right-click the field.
  3. Select Remove from the Controlled Heading flyout menu. The link is removed until it is re-established when the holding is set or the record is reformatted.

Auto-suggest Library of Congress names

When working in the MARC 21 editor, auto-suggestions for field appropriate Library of Congress names start with the first keystroke in new and existing records whose

  • 040 field subfield $b is blank or identified as English ($b eng).
  • 100, 110, 111, 130, 700, 711, 730, 800, 810, 811, and/or 830 field is blank.

Auto-suggested headings are automatically controlled when selected. If you are editing an existing field, you must first remove a link from a controlled heading. Auto-suggest Library of Congress is selected by default.

Disable Library of Congress name auto-suggest

  1. From the MARC 21 editor, click the User Preferences icon.
  2. Select the General tab.
  3. Deselect Automatically suggest Library of Congress names.