Moulen batch loadingebookspdf

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Moulen batch loadingebookspdf

  1. 1. A presentation for the Ex Libris Northeast User Group October 27, 2011Beth Brennan, Metadata Systems LibrarianChristine Moulen, Library Systems Manager
  2. 2.  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
  3. 3.  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
  4. 4.  Run an Aleph fix over all records to clean up URL note subfields, and indicators Add local 956 URL if needed Delete URLs that dont match expected pattern for this package Flag and report records with no URL Batch loading e-books | ENUG 2011
  5. 5.  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
  6. 6.  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
  7. 7.  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
  8. 8.  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
  9. 9.  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
  10. 10.  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
  11. 11.  Build a new 776 tag from 035 Correct indicators on all 776, 856 and 956 tags Batch loading e-books | ENUG 2011
  12. 12.  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
  13. 13.  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
  14. 14. Contact us Beth Brennan siers@mit.edu Christine Moulen orbitee@mit.edu Batch loading e-books | ENUG 2011
  15. 15.  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

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