Creating records using Thesaurus (descriptor) titling

The Thesaurus Descriptor titling method does not enforce a hierarchical structure on titles.

Terms to be used in a title are selected from a predefined hierarchical list of words known as a Thesaurus.

The Thesaurus Descriptor titling method differs from the Thesaurus ISO titling method in that it enables you to select terms that are not in hierarchical sequence, whereas the ISO method uses fully structured hierarchical titling.

You must select a top term to start the title, but all terms thereafter may be chosen in any order to be a descriptor of the top term.

  1. On the File menu, click New
  2. Select a Record Type that has the titling method set to Thesaurus (Descriptor).

    The New Record Thesaurus Descriptor form appears.

    Your Content Manager administrator set up the form for you and can customise it.

  3. Click KwikSelect beside the field Title (Structured Part) to display the Select From Thesaurus Terms dialogue box.

    TIP: You can also type the relevant Thesaurus term directly in the Title (Structured Part) field.

    Content Manager will check the term to make sure it exists.

    When you type a prompt term and click KwikSelect, it will not appear.

    You need to select it from the list of available terms after you click KwikSelect.

    The Select From Thesaurus Terms - primary dialogue box has the sections:

    • Top Term Descriptors - displays all the terms that you have selected for your title.

      This field will be empty when first opening the Thesaurus.

    • Term - displays the terms available for the title
    • Related Thesaurus Terms - shows you the related terms (RT) of the selected term on the left
    • View pane - displays details for the selected term
  4. Select a top term to be in your record title in the Term field.

    NOTE: You must select a top term to start a record's title.

    Double-click the term or select it and click Add to add the word to the Top Term Descriptors field.

    Use Remove if you make a mistake.

    • Add - select a term and click to add a narrow term
    • New Top button - click to add a new first place top term descriptor
    • Up and Down buttons - select a term and click to change the order of the terms in the title
  5. When you are finished, click OK.
  6. If necessary, type Title (Free Text Part) details.

    This is the free text component of the title that Content Manager will append to the Thesaurus terms title portion.

  7. Save the record by clicking OK.

    See Saving new records.

  8. If applicable, Content Manager may prompt you to manually assign a number to your record.

    Type in the number you want to use and click OK.

  9. If Content Manager is set up for automatic numbering and prompts you to confirm the number, click OK to create the record.

    You will notice that the Thesaurus terms and the free text title have been merged.

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