ISNI web version tutorials

We hope the following videos will help institutions get started with creating ISNIs, and answer questions for those that are already working with ISNIs. Please note the following:



Getting started, part 1 - Introduction and Overview

0:00 Introduction

0:11 Three primary databases within ISNI:

0:16 Public database

1:15 Web version

2:11 Client version

2:44 Logging in to web version, including browser security warning

4:01 Web display tabs and options

5:31 Search types (Any Phrase & Name)


Getting started, part 2 - Searching

0:00 Introduction - search types

1:21 Any Phrase (APH) search - Direct order

2:08 Any Phrase (APH) search - Inverted order

2:51 Name (NA) search - Inverted order

3:11 Name (NA) search - Direct order

4:03 Search results tabs and options

4:50 Filtering options

6:41 Record display options


Getting started, part 3 - Creating a new ISNI record

0:00 Introduction

0:12 Search database to confirm no record exists

1:32 Opening WebCat template to create new record

2:28 Name field

3:41 Identifying repeatable fields in the template

4:22 Creation role field

5:22 Work field

5:57 Related person fields

6:52 Related organisation fields

7:25 External Information fields

8:10 General note field

8:38 Save changes or Cancel

8:55 Conditions for creating full ISNI record - duplicate-matching, completeness

9:53 Re-entering credentials

10:17 Full ISNI record successfully created!


Enhancing ISNI records, part 1

0:00 Introduction

0:26 Why enhance an ISNI?

0:59 Changing an ISNI record status from provisional to assigned

1:45 Adding source and reiterating name

3:07 Adding website information to record


Enhancing ISNI records, part 2

0:00 Adding information to an assigned record

1:04 Adding source and reiterating name as separate step before adding further information

2:38 Adding related organization

4:00 Adding link to related organization

4:52 Adding information to record created by your institution

8:08 Corporate name changes - adding new form as a variant name

9:48 Deciding whether to add an affiliation to a name

10:55 Literary warrant - differences between NACO and ISNI

11:33 Example 1 - author

12:03 Example 2 - painter

12:57 Example 3 - person who appears in reference sources

13:28 Example 4 - person with little published information


Enhancing ISNI records, part 3

0:00 Resolving and reporting duplicate records

0:19 Duplicates already flagged by ISNI

3:20 Duplicates not yet flagged by ISNI

6:11 Possible duplicates - ISNI equivalent to NACO 667 "Cannot identify with..." note fields

6:45 Possible duplicates identified by ISNI algorithm when saving new record

7:35 Reporting mixed identities

12:55 Errors from other sources



ISNI WinIBW tutorials

Sessions provided by Stavroula Angoura and Michael Docherty of the BL/ISNIQT on Feb. 6 and Feb. 7, 2018.

See also on the How to use the WinIBW client page:


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Session 1

0:00 Introduction: Michelle Durocher (Harvard)

1:37 Introduction: Michael Docherty (BL/ISNIQT)

2:14 Overview: Stavroula Angoura (BL/ISNIQT)

3:31 Part I: Searching and editing

3:49 Basic commands

  • 4:20 fin ppn:
  • 6:49 fin isn:
  • 8:50 sca na:

11:40 Public and private data in ISNI

12:45 Part II: Merging

  • (77A)
  • 17:30 Merging (\dup)
  • 21:10 Manual merging
  • 25:20 Do not merge ("no relation")

28:45 Questions about Part II

  • 28:50 Determining which records to merge
  • 31:33 Safeguards to prevent incorrect merges due to typos, etc.
  • 33:28 77A $a field
  • 35:35 77A repeatable field
  • 36:14 Difference between fields 400 and 700 (from part I)
  • 37:57 Initial articles

39:44 Part III: Upgrading record status from provisional to assigned

44:57 Questions about Part III

  • 45:50  Mixed identities/records with incorrect information
  • 47:13 Public screen "log in"/WinIBW login
  • 48:06 Provisional to assigned "instant" change
  • 48:42 Review login procedure for WinIBW

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Session 2

Note:  many of the tasks shown in this session can be more easily performed using the web client.

0:00 Introduction: Michelle Durocher (Harvard)

1:10 Review of search options from session 1: Michael Docherty (BL/ISNIQT)

1:45 Browse commands: sca na: or bro: nam

3:04 Search order - direct or indirect

5:11 Use of fin: search

7:58 PCC cataloger use cases for WinIBW client vs. web version: Michelle Durocher (Harvard)

9:21 Part IV: Creating new records

9:30 Using an existing record as a guide

  • 11:37 Using a crib sheet ("New record template")
    • 12:57 002 (mandatory field)
    • 14:07 008 (mandatory field) 
    • 14:40 7XX (mandatory field)
    • 16:51 910
    • 17:08 671
    • 20:04 Ampersand

21:44 Saving record

  • 22:01 PCC source code error message
  • 25:08 Record status: 003 provisional/assigned

27:53 Questions about Part IV

  • 27:55 Copying/pasting special characters/scripts
  • 29:04 Definition of preferred name
  • 31:55 Cataloging qualifiers in 710s
  • 33:12 671 $gr ("review status")
  • 36:55 $c qualifiers in personal names
  • 38:01 Preferred name: non-Latin script/transliterated form
  • 42:25 Review status in web interface
  • 44:30 Indicators in 4XX/7XX
  • 45:20 Note about WinIBW vs. web client

45:58 Same or different records? ISNI vs. NACO

  • 49:58 Name changes: Merged institutions
  • 51:58 Org A is absorbed into Org B
  • 53:28 Multiple name changes

Part V: Editing

54:11 Establishing relationships (links) between records

  • 55:42 personal name: 950 $T relational field, $2 source code, $9 system #
  • 58:13 corporate body: 951

Questions on relational links


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2 Comments

  1. Very useful tutorials! Thank you very much, Mary Jane and Karen.

    1. I'm so glad to know they are helpful!