nancy nathanson. resource sharing program mgr debbie hackleman. oregon state university summit...

Nancy Nathanson . Resource Sharing Program Mgr

Debbie Hackleman . Oregon State University

Summit Summit UnmaskedUnmasked

What you see… & What you see… & don’t seedon’t see

Other records in Other records in SummitSummit

Matching and Matching and MergingMerging

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Record contribution ≠ Record suppression

Bib record vs. Attached records (item, checkin, order)

Mapping tables: BCode3, ICode2, etc.

What you see (and what you don’t)

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All records in a local system that represent items held or on order by a member institution are contributed to the union catalog, Summit.

Record contribution policy

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collaborative collection development

your patrons use Summit

Why send all records?

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non-member materialsnon-member materialsrecords stored in your catalog that are not for your institution (“shared catalogs”)

non-library materialsnon-library materials inventoried or controlled by bibl. recordrooms, equipment, keys

ILLILL … borrowed from other libraries through interlibrary loan

reservesreserves … loaned to the library for course reserve reading (such as faculty copies, packets)

Send records for everything except

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Record suppressionsuppression: why and when

usually for withdrawn items

some members suppress orders (before item received, or before processed)

Suppress records from public display

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“on order” - displayed

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“on order” - suppressed

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Y=Yes, suppress (recognized code from local record coming to Summit)

Suppressed record - Summit

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code <n> at local site is mapped to Contribute and

Suppress at Summit

Suppressed record – local site

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Suppressed record - item withdrawn

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Institution field and inst’n records

Y=Yes, suppressY=Yes, suppress

|f = item status|f = item status

code <w> = Withdrawn

code <w> = Withdrawn

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Contribution & suppression - coding

Where:Fixed fields

BCode3

ICode2

Order code[2]

SCode[1-4]

What:Map local codes to central actions

Contribute and display

Contribute and suppress

Do not contribute

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INN-Reach-Summit: 3 choices

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Local BCode3 codes - examples

17 > BCODE3 - --- n SUPPRESSION s SUPP LOC NO AL z DSPY LOC NO AL

17 > SUPPRESS - d DELETE CODE n SUP BOTH/CONT z DISPLOC/NOCONT s SUP LOC/NOCONT c SUPPRESS ORD

17 > BSUPPRESS - N/A a ARCHIVDEL(S) b BRIEF RECORD d DELETE (S) g ORBIS-DONT USE i PER NO PACKAGE l SUMMITDONTUSE m MARCIVE n SUPPRESS(S) o ORBIS-DONT USE r PERIODICALS s 0SUM;0SIM(S) z 0SUMMIT;YSIMON

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Mapping local code to “action”

17 > BSUPPRESS - N/A a ARCHIVDEL(S) b BRIEF RECORD d DELETE (S) g ORBIS-DONT USE i PER NO PACKAGE l SUMMITDONTUSE m MARCIVE n SUPPRESS(S) o ORBIS-DONT USE r PERIODICALS s 0SUM;0SIM(S) z 0SUMMIT;YSIMON

http://libweb.uoregon.edu/orbis/staffhome/BCode3,local_codes.htm

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Matching and merging

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“First in” match? Compare OCLC#

and ISBN (020) if yes: choose the master record

1. National encoding level code (completeness & accuracy)

2. Consortium priority code

3. Master record ownership (not implemented)

Selecting the master record

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what can “go wrong” ?

multiple OCLC records

019 not used for matching (merged in OCLC but not in Summit)

master record owner has modified the national-level record

local sites use different sources for bib. records

Selecting the master record

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Selecting the master recordNational encoding level

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Consortium priority

Selecting the master record

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001 25469872

020 069704391

AUTHOR Wankleman, W

TITLE Arts and crafts

PUBL Dubuq, Brown, 1989

001 25469872

008 .. .. .. .. .. .. 001 0 eng dnam a

020 069704391

050 LB1537|b.W3 1989

100 10 Wankleman, Willard F.

245 10 Arts & crafts

260 Dubuque, Iowa : W. C. Brown, 1989

300 xii, 327 p.: ill. ; 24 cm.

500 Includes index.

650 Creative activities and seat work.

740 Arts and craftsSOUorder

UPSitemorder

Selecting the master record

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Local note?

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Local note?

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Local note?

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001 OCLC number field: prefixes

non-OCLC records in Summit

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non-OCLC records in Summit: keyed

manually keyed, such as orders from other utilities (BNA, RLN, WLN) from vendors (microfiche, film, ebooks,

etc.)

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non-OCLC records in Summit: WLN

manually keyed, such as orders from other utilities (BNA, RLN, WLN) from vendors (microfiche, film, ebooks,

etc.)

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non-OCLC records in Summit: BNA

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non-OCLC records in Summit: vendors

manually keyed, such as orders from other utilities (BNA, RLN, WLN) from vendors (microfiche, film, ebooks,

etc.)

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001 problem: prefix

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001 problem: prefix

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non-OCLC records in Summit: ERM

Separate module owned by some sites Four potential decisions for each file

load

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non-OCLC records in Summit: ERM

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non-OCLC records in Summit: ERM

B32352049 BIBLIOGRAPHIC Information LANG: eng LOCATION: multi BIB LVL: s BCODE3: - SKIP: 0 CAT DATE: - - MAT TYPE: a COUNTRY: 022 0028-0836 245 Nature (London) LOCATIONS t2,t

C2190217 CHECKIN Information LABEL TYPE: - COPIES: 0 RLOC: e SCODE4: - SCODE1: - CLAIMON: - - VENDOR: none UPDCNT: - SCODE2: - LOCATION: t2 SCODE3: - PCOUNT: 0 ERM LINK SLKe1000682 RES ID Academic Search Premier

C2123435 CHECKIN Information LABEL TYPE: - COPIES: 0 RLOC: e SCODE4: - SCODE1: - CLAIMON: - - VENDOR: none UPDCNT: - SCODE2: - LOCATION: t2 SCODE3: - PCOUNT: 0 ERM LINK SLKe1000480 RES ID ProQuest 5000

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ERM: Decision 1

Attach to existing records is standard Create brief bibliographic record: this is

a choice no OCLC number in the 001 may not have an ISSN either See manual page # 105864 for steps to

follow

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ERM processing at local site

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ERM: Decision 2: Type of load

Coverage Catalog Coverage & Catalog together

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ERM: Decision 3, 2 options

Coverage CatalogCatalog Coverage & Catalog togetherCoverage & Catalog together

Loading on •the entire local database•a review file (normally of serial records)

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ERM: Decision 4, match points

CoverageCoverage Drop-downs for primary and secondary match points

CatalogCatalog No choice