reconciling ebook packages at ncsu libraries eric hanson, electronic resources librarian christee...
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Reconciling Ebook Packages at NCSU
Libraries
Eric Hanson, Electronic Resources Librarian
Christee Pascale, Associate Head
Xiaoyan Song, Electronic Resources Librarian
Acquisitions & Discovery at NCSU Libraries
The eBook Reconciliation Project
● e-Resource Hubo Wiki-based HTML text fileso Captures administrative data about our ebook
packages● eBook Reconciliation Database
o Microsoft Access databaseo Title list datao ILS MARC record data
eBook Reconciliation Database Goals
● Access verification● Title list certification● Package and provider look-up
Access Verification
Title reconciliation process:1.Load publisher ebook package title
lists
2.Load ILS ebook MARC record data
3.Compare publisher title list data
with ILS ebook MARC record data
Title reconciliation results:1.Every title included in an ebook
package title list correctly activated in
Serials Solutions knowledgebase
2.MARC record for each title is
present in our ILS & Endeca3.We have access to ebook titles on publisher/vendor platform
When perpetual access isn’t forever ...
● Title list certificationo Title list of recordo Proof of purchase
Package and Provider Look-Up
● Troubleshooting access issues● Look up an ebook title to find:
o Package(s) associationo Provider/vendor association
Ebook Package Data Chain
PublisherKnowledge Base
(Serials Solutions)
ILS (Sirsi)Discovery (Endeca)
Project Pilot
● Goal: o Build up the reconciliation databaseo Create documentationo Establish workflowso Set up staffing model
● Elsevier ebook packages
Workflow
Collecting Publisher Title List Obtaining Title List from Sirsi
Reconciling the Two Title Lists to Locate Mismatched Titles
Take Corresponding Actions for the Mismatches
Identify Ebook Packages Requiring Reconciliation
The Reconciliation Database
Example: DUP Ebook Reconciliation
Our Approach
Publisher list
•Publisher title lists vary
•Different approaches required for various publishers based on the data provided
Our Approach
Publisher list
•Simplifying vendor lists to the essential data elements and standardizing column names so queries can be reused
o Titleo URLo ISBNo Collection/Series
Our Approach
ILS list
•Used a custom bibliographic report in our Sirsi ILS to extract records from specific providers
•Report based on the provider name used by Serial Solutions in the 856 subfield z which we had requested as part of our MARC record service
Our Approach
Comparing the lists
•The URL or a portion of the URL was used as the identifier for matching titles on both lists
o Publisher: http://dx.doi.org/10.1061/9780784478851
o ILS: http://ascelibrary.org/doi/book/10.1061/9780784413654
•ISBNs did not prove to be useful because they are complicated to extract from Sirsi and multiple ISBNs are often stored in MARC records and publisher lists
Our Approach
Comparing the lists
•OpenRefine Jython script used to find the ending location of redirecting URLs, such as some DOIs
o Publisher: http://dx.doi.org/10.1117/3.547461o ILS: http://ebooks.spiedigitallibrary.org/book.aspx?bookid=149
import httplib
conn = httplib.HTTPConnection("dx.doi.org")
doi = "/"+value
conn.request("HEAD", doi)
res = conn.getresponse()
return res.getheader('location')
https://github.com/OpenRefine/OpenRefine/wiki/Recipes
Our Approach
Comparing the lists
•Created a Status field for categorizing discrepancies between the two lists
•Stored separately from the provider list, so it will not be lost if the provider list needs to be refreshed
Most commonly seen issues & solutions
Not Tracked in SerSol
Tracked in SerSol but not in Sirsi
Not in SerSol
Access Issue
Activate them in SerSol
Request SerSol to add Marc records
Request to add to SerSol
Correct URL error in SerSol
Request access from provider
Data for Common Issues
Issues for Individual Provider
Next Steps
● Phase 2:o Access verification comparing ILS data to publisher
title lists● Phase 3:
o Title list certification● Other enhancements:
o Reporting functionalityo Look-up functionality
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