Download - Moulen batch loadingebookspdf
A presentation for the Ex Libris Northeast User Group
October 27, 2011
Beth Brennan, Metadata Systems Librarian
Christine Moulen, Library Systems Manager
Two different times working groups determined the single record approach was better for users
We have a few exceptions, but policy is to add additional formats to existing catalog records
E-book explosion meant we now needed a way to do it via batch loading
Batch loading e-books | ENUG 2011
Developed in cooperation with e-books cataloger, now departed
Start with our basic load script structure
Identify match points and merge preferences
Use Aleph services when possible
Create scripts for additional matching
Create scripts to build merge file
Batch loading e-books | ENUG 2011
Run an Aleph fix over all records to clean up URL note subfields, and indicators
Add local 956 URL if needed
Delete URLs that don't match expected pattern for this package
Flag and report records with no URL
Batch loading e-books | ENUG 2011
Most records are coming from OCLC, but separate records often exist for print and e versions of the same title
Attempt match anyway (035 and 776 fields)
If matched, check incoming URL against existing. No need to load if we already have this URL ◦ If URL is new, move to overlay file
Batch loading e-books | ENUG 2011
Not all e-book records are from OCLC, so try other matching
Attempt a title match (?!)
Follow up title matching with publisher check
Batch loading e-books | ENUG 2011
Match incoming 245 $$a$$b against title headings index
Report system number, 035, and publisher of multi-matched records
Export uniquely matched records for additional comparisons
Unmatched records load as new
Batch loading e-books | ENUG 2011
Check for 245 $$n and $$p in matched records, both incoming and existing. Report if found. (may be serial or added volume)
Check whether existing matched records are from certain packages, on order, or suppressed records. (load as new)
Batch loading e-books | ENUG 2011
Compare 260 $$b 533 $$c (pub) Compare 260 $$c 533 $$d (date) Compare 260 $$b$$c 260 $$b$$c
Load as new if no match on publisher or date
Overlay if matched on both publisher and date
Batch loading e-books | ENUG 2011
Export all records to be overlaid, including PST (virtual location tag)
Check for 006 ◦ If found in exported record, remove tag from
load file
Check for NET holdings ◦ If found in exported record, remove 949 tag
from load file. ◦ If not found, change 949 to 959
Check for format SE ◦ move to load as new
Batch loading e-books | ENUG 2011
Build a new 776 tag from 035
Correct indicators on all 776, 856 and 956 tags
Batch loading e-books | ENUG 2011
New ◦ All unmatched records, or otherwise determined
to be new
◦ Build NET holdings (our sublibrary for e-resources) from 949 tag
Overlay ◦ Load/Merge only 006, 776, 856, 946, 956, 959
into existing records
◦ Build NET holdings from 959 tag
Batch loading e-books | ENUG 2011
Report out any rejected records to catalogers
Report matched "on order" records to acquisitions
Report matched serial records to catalogers
Batch loading e-books | ENUG 2011
Contact us Beth Brennan [email protected]
Christine Moulen [email protected]
Batch loading e-books | ENUG 2011
Please note that the PDF version of these slides contains an attachment
This text file has additional technical detail on some steps, including Aleph tables and service parameters
Batch loading e-books | ENUG 2011