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subjects.md

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Reconciling subjects to FAST (based on MARC-encoded data)

Special note for this process: When manually reconciling and updating JSON instructions to add additional "known" subjects, retain those JSON instructions and update at the end of the process. Creating multiple pull requests branched from the same file will create multiple conflicts and prevent successful merging of JSON instructions.

Reconciling subjects of any type

  1. Load DATE-named-subjects-INSTITUTION-DATATYPE.csv OR DATE-subjects-INSTITUTION-DATATYPE.csv into OpenRefine; rename DATE-named-subjects-INSTITUTION-DATATYPE-enriched.csv OR DATE-subjects-INSTITUTION-DATATYPE-enriched.csv
  2. Add workflow columns: JSON
  3. Copy subject_as_recorded column and reconcile new recon-subject column against FAST terms: JSON
  4. Apply list of previously reconciled or known FAST terms: Named Subjects JSON OR Subjects JSON
  5. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  6. Add subject-label-1 and subject-id-1 columns, reconcile next recon-subject column: JSON
  7. Apply list of previously reconciled or known FAST terms: Named Subjects JSON OR Subjects JSON
  8. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  9. Add subject-label-2 and subject-id-2 columns; consolidate subject-label-1-2 and subject-id-1-2 columns; reconcile next recon-subject column: JSON
  10. Apply list of previously reconciled or known FAST terms: Named Subjects JSON OR Subjects JSON
  11. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  12. Add subject-label-3 and subject-id-3 columns; consolidate subject-label-1-2-3 and subject-id-1-2-3 columns; reconcile next recon-subject column: JSON
  13. Apply list of previously reconciled or known FAST terms: Named Subjects JSON OR Subjects JSON
  14. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  15. Add subject-label-4 and subject-id-4 columns; reconcile next recon-subject column: JSON
  16. Apply list of previously reconciled or known FAST terms: Named Subjects JSON OR Subjects JSON
  17. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  18. Add subject-label-5a and subject-id-5a columns; reconcile next recon-subject column: JSON
  19. Apply list of previously reconciled or known FAST terms: Form Terms JSON
  20. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  21. Add subject-label-5b and subject-id-5b columns; consolidate subject-label-4-5 and subject-id-4-5 columns; reconcile next recon-subject column: JSON
  22. Apply list of previously reconciled or known FAST terms: Named Subjects JSON OR Subjects JSON
  23. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  24. Add subject-label-6 and subject-id-6 columns; reconcile next recon-subject column: JSON
  25. Apply list of previously reconciled or known FAST terms: Named Subjects JSON OR Subjects JSON
  26. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  27. Add subject-label-7a and subject-id-7a columns; reconcile next recon-subject column: JSON
  28. Apply list of previously reconciled or known FAST terms: Form Terms JSON
  29. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  30. Add subject-label-7b and subject-id-7b columns; consolidate subject-label-6-7 and subject-id-6-7 columns; reconcile next recon-subject column: JSON
  31. Apply list of previously reconciled or known FAST terms: Named Subjects JSON OR Subjects JSON
  32. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  33. Add subject-label-8 and subject-id-8 columns; reconcile next recon-subject column: JSON
  34. Apply list of previously reconciled or known FAST terms: Named Subjects JSON OR Subjects JSON
  35. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  36. Add subject-label-9a and subject-id-9a columns; reconcile next recon-subject column: JSON
  37. Apply list of previously reconciled or known FAST terms: Form Terms JSON
  38. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  39. Add subject-label-9b and subject-id-9b columns; consolidate subject-label-8-9 and subject-id-8-9 columns; reconcile next recon-subject column: JSON
  40. Apply list of previously reconciled or known FAST terms: Named Subjects JSON OR Subjects JSON
  41. Manually reconcile and extract known FAST terms, retain for update at the end of the process
  42. Add subject-label-9a and subject-id-9a columns; reconcile next recon-subject column: JSON
  43. Apply list of previously reconciled or known FAST terms: Form Terms JSON
  44. Manually reconcile and update known FAST terms: edit Named Subjects JSON OR Subjects JSON AND Form Terms JSON and submit pull requests
  45. Add subject-label-10b and subject-id-10b columns; consolidate all columns into authorized_label_add and structured_value_add columns; finalize workflow: JSON
  46. Remove any facets and filters
  47. Export full CSV from OpenRefine (retain file name)
json/subject/010-subject-workflow.json
json/subject/030-subject-recon-1.json
json/subject/040-subject-known.json
json/subject/040-named-subject-known.json
json/subject/060-subject-recon-2.json
json/subject/090-subject-recon-3.json
json/subject/120-subject-recon-4.json
json/subject/150-subject-recon-5a.json
json/subject/180-subject-recon-5b.json
json/subject/190-subject-form-known.json
json/subject/210-subject-recon-6.json
json/subject/240-subject-recon-7a.json
json/subject/270-subject-recon-7b.json
json/subject/300-subject-recon-8.json
json/subject/330-subject-recon-9a.json
json/subject/360-subject-recon-9b.json
json/subject/390-subject-recon-10a.json
json/subject/420-subject-recon-10b.json
json/subject/450-subject-finalize.json