Books
Group avatar

Editing Guidelines, Policies, and Helpful Hints

This is a read-only group. Questions and comments about the content should be posted to the Librarians & Editors Group found at http://www.shelfari.com/groups/10713/about.
  • Category: Blogging | Started June 2010

« more discussions

  • BookCrazy - VERY limited time online for the foreseeable future

    6 - Contributor Change Edit Request and "Author" Record editing.

    Save Changes Cancel

    How are authors and contributors managed by Shelfari?

    The "work" comes first. Shelfari doesn't acknowledge authors or contributors who have no work in the Shelfari Catalog.

    Each contributor has an "Author Record" regardless of the role he might play in producing work - might be a foreword, for example.

    When a book detail page is edited to "add contributor" and that contributor does not already have an author record, Shelfari will create one as a result of this edit. It is important to understand is that a book detail page/ contributor change edit is NOT the place to change the spelling of a contributor name. All that happens is that Shelfari will think it is a "new" contributor and will create a "new" author record for that name.

    There are 5 functions that a contributor change edit performs:

    1) Links the detail page to the appropriate contributor's author record. If there does not already exist such a record, the system will create it. The name on the detail page will turn blue and become a hot link to that record at the time it is edited.

    2) Assigns the role appropriate to the contributor name. No role is more "important" than any other role. (More on this later) The role you select will display with the name just under the title; it will display as part of the contributor section of the detail page; and (this is important) the book will be placed under that role's label on the author record's list of books.

    3) You may choose to provide more information about the role this contributor played in producing this work by adding text in the box provided.

    4) Identify if the contributor as primary or non-primary (More about this later.) If "primary", the name will be placed under the title on the detail page. It will be used for search criteria matches. If non-primary, the author record will still be created but the name will appear only in the contributor section of the detail page. Any check made as primary will cause the edit to require Librarian review/approval. Any change to a contributor already marked as a primary contributor will spur the Librarian review/approval procedure. Non-primary entries are not reviewed except as part of a primary contributor change request.

    5) Determine the sequence of contributor names. The sequencing you assign if more than one contributor is listed in the contributor section of the detail page is used ONLY to determine how to display the book when a shelf is shown under author-sort. Therefore, the #1 position is the most important. That will be the name by which this edition will be "shelved" in author name order.


    Author Records Editing

    The Author Record is used regardless of the role a contributor plays. It would be more correctly called the "Contributor Record." Each as 4 sections:

    1) Biographical information is displayed at the top of the Author Record page. You can upload a photo for the contributor, provide specific information such as Name, Sort Name, and more generic information. The default for "Sort Name" is "Last name, First name..." This is an English language default. There are some considerations about non-English names and sort order that are, currently, handled one-on-one. This policy will be updated as that situation changes. Any change to the Name or Sort Name requires Shelfari Librarian review/approval.
    2) The Unbound tab of the Author Record is for free form entry of interesting information about the author.

    3) The discussion tab is for members to post anything about the author in the hopes of discussing it with other members.

    4) The "Books" tab is a list of all editions currently naming this author as a contributor. That list can be viewed by "most popular" where the books are listed under the roles assigned to the contributor or in title (alphabetical) order.

    Detail Page Contributor edits, Author Record Edits, and Duplicate Author combinations are each explained in replies below.

    The last reply contains policy statements about authors/contributors and conventions.

    BookCrazy - VERY limited time online for the foreseeable future started this discussion 2 years ago (edited). ( permalink )

4

replies
 
 This discussion thread is locked.
  • BookCrazy - VERY limited time online for the foreseeable future
    Save Changes Cancel

    How to edit the contributors of an edition via the book detail page:

    1) Open the book detail page:

    1a) Mouse hover over the author name (if any) found under the title of the detail page. If no author is currently assigned to the book, there will be a blue "?" there. (If the primary contributors have already been editing and are waiting for Shelfari Librarian approval, the name will be in bold blue (liked to an author record) and will have an "!" after it.) Mouse-hover over that.The words "edit contributors" will appear to the right. Click on those words and Shelfari will take you to the contributor section on the detail page. That section will already be opened for your edits. The first entry will be automatically assigned as "author" and "primary." Please ensure that these are correct for your edit before continuing.

    1b) If no author is listed, scroll down to the contributor section of the detail page. Mouse-hover over the section label and "edit this section" will appear to the right. Click on that and the contributor section will open as described in 1a)

    2) Slowly type in the name of the contributor in the text box revealed under the words "Full Name." Shelfari will immediately start searching the existing author records to attempt to find a match. When you have finished typing, notice at the end of the text box, the progress circle may still be spinning. Wait for that to go away. Shelfari will display a list of possible matches from which you can select the appropriate one. Important: Do NOT anticipate Shelfari's completion of this auto-suggest feature. Simply wait until the suggestions have finished displaying - that list may refresh a few times. Move your cursor to the selection you prefer. Note: Watch your mouse indicator. Until it becomes a "pointer" as opposed to the text symbol (the "I" looking symbol), you will not be able to select anything. Once you have selected the correct name from the auto-suggest list, Shelfari will populate the text box with the name as displayed on the author record and will also give a confirmation-type message under the text box identifying the author record number and, if available, the title of the most popular book on that author's book list. If that information is NOT correct, erase what is in the text box and start over. If that information is correct, proceed to the next step. IMPORTANT: If you save this information when the wrong author is shown, the work will be placed on the book list for the wrong author. If you save this information when Shelfari has NOT displayed the hint described above (you didn't wait for Shelfari to finish the auto-suggest feature), the system will create a wholly new author record for this book. Again, it will not be put on the book list for the correct author.

    3) Select the name you think is the correct one by moving your mouse over that name on the system-supplied list (that entry will be highlighted) and clicking. (I can't emphasize strongly enough that you need to wait for that small circle to stop spinning BEFORE you try to select an entry from the list.) You'll know you've done that correctly when the system prints in bold blue under that text box, the author that you selected. If it did NOT display that, backspace over the name in the text box and type the name in again.

    In some cases, the author you need really isn't on the Shelfari catalog. In this instance, you will ignore the auto-suggested list that Shelfari has presented. Shelfari will put that confirmation message under the text entry box as "A new author has been added ..." This is the only way to create an author record. As in all things Shelfari, the book (work) comes first. Therefore, no author record can be created unless a work already exists on the catalog to which that author/contributor may be linked.

    4) When the system has displayed the record you want, ensure that the role, primary indicator, and "additional information" is correct. Ensure that all primary contributors are sequenced appropriately. All this means (really) is decide who is #1 - that is the name that will be used for author-sort on member shelves. The rule of thumb is to order primary contributors in the same way as they are found on the cover of a book or (there may be some differences among covers), in the case of anthologies for example, list them in the order of the content contributed reflected by the Table of Contents. If other primary contributors are not authors or creators of the specific work, they should not be #1. You want for the #1 position to be held by the name which would be used by a library to decide how to stock it on a bookshelf.

    5) Select the role the contributor played in producing THIS book. It doesn't matter is a person is associated with the work in some other way. It only matters if the person had a role to play in producing this specific title. If clarification other than the name of the role is needed, enter that information in the text box provided. The text box under a contributor name is NOT for biographical information. That text box is intended for use when clarification is needed about the role played by the contributor on this specific work. (All biographical information should be put in the bio section and whatever is appropriate in the unbound section of the Author Record for the contributor.)

    6) If appropriate, select "primary" for the contributor. The "primary" designation is used ONLY for sort-by-author purposes. It doesn't have any impact on the list of books for the author record in question. It is also helpful for Shelfari Members to "see" some contributors on search results, for example. Primary Contributors display just below the title on the book detail page and, therefore, also appear on search results and other displays where that information is presented. The rule of thumb is that someone should be "primary" only if they performed the exact same role on EVERY edition combined in the combined version of the work.

    Note: There are some instances where NO contributor should be selected as primary. Again, "primary" is for author-sort purposes. Reference books such as encyclopedias, for example, need no primary contributor. The shelf display author-sort will, then, put all the books with no primary contributor at the end of the whole list. This keeps them from mucking up the rest of the list and, kinda, keeps all these things in one place when sorting the shelf (or list view) by author. Other examples of the appropriate absence of a primary contributor are sacred books such as The Bible, The Torah, The Koran, etc.

    7) Ensure that all primary contributors are sequenced appropriately. All this means (really) is decide who is #1 - that is the name that will be used for author-sort on member shelves. The rule of thumb is to order primary contributors in the same way as they are found on the cover of a book or (there may be some differences among covers), in the case of anthologies for example, list them in the order of the content contributed reflected by the Table of Contents. If other primary contributors are not authors or creators of the specific work, they should not be #1. You want for the #1 position to be held by the name which would be used by a library to decide how to stock it on a bookshelf.


    8) Press "save changes."

    Watch your edits list (from your home page) to see when this request has been approved. (Approval time depends on the how large the queue is and how many Librarians are available.) Once you see that, redisplay the book page and the author's name will appear under the title in bold blue. "Blue" always means "link" on Shelfari so you can click on that name to see the author record and the list of books associated with that author.

    When you press "SAVE" after editing the contributor section, the system will indicate that the edit has been submitted to the Shelfari Librarians for approval if any of the edits added or changed the primary indicators. Non-primary indicated contributor edits are not subject to review.

    The system will, before approval, go ahead and put the primary contributors under the title on the book detail page and will put a "(!)" after each name. This is the notification that these are still subject to review and have not (yet) been approved. In addition, the system will go ahead and put the book on the book lists for every author record associated with the book - regardless of whether that contributor was indicated as primary.

    All the contributor names will be hot-linked immediately after the edit is saved. These links will lead to the author records used (or created) as a result of your edit of this section.

    posted 2 years ago. ( permalink )
  • BookCrazy - VERY limited time online for the foreseeable future
    Save Changes Cancel

    How to edit the Author Record:

    1) To change the name of the contributor and/or the sort name of the contributor:

    1a) Select/click on that name wherever you see it in "bold blue" which indicates a hot link to the record. You can use the search bar at the top of any Shelfari page to get editions which show that name.

    1b) When the author record is displayed, "edit name" will appear in blue to the right of the existing name. Click on that.

    1c) Enter in the text boxes provided the name as you believe it should appear. Remember to validate the sort name.

    1d) Press "Submit." The system will send the author change request to the Shelfari Librarians for review/approval and will display a banner above the name informing you that that has been done.


    2) To add/change the biographical information provided for the contributor, select "edit bio" found in blue to the right of the contributor name. These edits are not subject to Shelfari Librarian review/approval.

    3) To add/change free form information on the Unbound Tab of the contributor record, select that tab and press the "edit" button found to the right of the information area for that tab. This information is not subject to Shelfari Librarian review/approval.

    posted 2 years ago. ( permalink )
  • BookCrazy - VERY limited time online for the foreseeable future
    Save Changes Cancel

    How to remove duplicate author records:

    1) Display any author record.

    2) At the bottom of the author record page (when the Unbound tab is selected (default)), there is a link "Check for Duplicate Authors."

    3) When you click on/select that link, this page will appear - http://www.shelfari.com/AuthorCollapse.aspx.

    4) Enter the name of the contributor you believe to have duplicate records on the system. A page will display that will list all the close matches of that name found on the system. These will all be "bold blue" so they each will be hotlinked to the existing record for that name.

    5) Check the records for each name which you believe to be a duplicate. See if there is biographical information already entered. See if there is Unbound information already entered. Read these to double-check the validity of your duplication claim. Some authors do have the same name but, yet, are different people and write different things.

    6) If you do believe that some of these records are duplicates, decide which should be the record that is retained after the Combine Duplicate Authors procedure has been completed. That will be your "target" and the combination process will link all the books from all the author records you select to that target. The system will delete any record not designated as the target so biographical and unbound information on those will be lost. Choose carefully.

    7) You can proceed via one of two ways:

    7a) Simply check the boxes displayed next to the names which you believe are duplicates and press the "Combine Authors" button at the bottom of the list. (There are two of these buttons so don't get confused about which one you are pressing!) The system will offer the Librarians a choice of target.
    7b) If you definitely believe that one specific author should be the target, use the bottom of the page and fill in the text boxes provided. The first box is for the "target." Use the Author record number in these boxes. For example: ID:480. The second text box is for all the other records that should be combined. Again, use the Author Record Number(s) separated by a comma (",").

    8) Press "Combine Duplicate Authors" button found under those text boxes. The system will send the request with your specified target to the Shelfari Librarians for review/approval.

    posted 2 years ago. ( permalink )
  • BookCrazy - VERY limited time online for the foreseeable future
    Save Changes Cancel

    Other points:

    ** Spell the contributor name as it most frequently appears on his/her work. If the author commonly uses initials rather than spelling out his/her name, the author record should be created the same way. The full name should be put in the unbound portion of the author record.

    ** Do NOT - NEVER, EVER - use the book detail page to attempt to correct the spelling of a contributor name. If a current contributor name misspelled, use the author record to correct the spelling. If you attempt to used the detail page to correct the spelling of a contributor name, all you'll end up doing is creating a wholly new author record for that one work.

    *** Pseudonyms. Shelfari is working to design a solution to link various names used by the same person for different works. Currently, a book/work should have as a contributor the name used on the book itself. On occasion, a book may be later reissued that uses another name for the author. In that case, put both in the contributor section. Use the "Contribution Details" test box to explain the pseudonym relationship. If you choose to mark both as primary, be certain to use sequence #1 for the most common name associated with that work. This, again, ensures that the book will sort properly by author. It is also helpful to edit the Author records (all related ones) directly using the unbound tab to mention the pseudonyms used by this person.

    ** Honorifics such as "PhD" or "Dr." should not be used in the name itself.

    Some exceptions:
    - There are occasions when more than one contributor will have the same name. Honorifics may help distinguish between or among these names and, in that case, can be use as part of the name. Otherwise, include honorifics, credentials, etc. in the unbound portion of the author record.
    - It may be that a common name has no relationship at all to the real name of the author. Dr. Seuss is an example. The way that Shelfari has chosen to handle that name is to use only "Dr. Seuss" as the name of the contributor. For the moment anyway ~smile~. This has changed over time from using "Theodor Seuss Geisel" to using "Theodor (Dr. Seuss) Geisel" to using "Theodor Geisel (Dr. Suess.)" The important thing is to be consistent and to ensure that the correct books are associated with the correct contributor. Currently under review is deciding how best to have Lord Byron's author record. "Lord", of course, is an honorific but historical use is virtually equating it to "first name." In fact, the gentleman's name was George Gordon Byron. Who would know that? As it stands, his Shelfari author record name is "Lord Byron George Gordon." What a mouthful! Oh well, at least that ensures he shows up on searches for "Lord Byron."

    posted 2 years ago. ( permalink )
  • To reply to this discussion, please sign in.

Return to top