1. How to “expand” holding library fields to bibliographic record
How to “expand” holding library fields to bibliographic record. Version 18 and up Yoel Kortick 2007

2. Introduction
As the title suggests this presentation will show how to expand fields from a HOL record to a BIB record.
We will deal here with fields 852, 856 and 866.
We will “expand” the fields 856 and 866 for display of bibliographic record in web full view.
The same principles used here may be applied for other purposes (display or retrieval) elsewhere.

3. Example - Bibliographic record
Our example is “Journal of accounting and public policy”, system number 2469 in USM01.

4. Example - Holding record
The bibliographic record is linked to HOL record in USM60.
HOL record is for a quarterly journal in STEAK sub library, collection YOELK, beginning volume 23 issue 1
HOL record includes 856 URL field.
The BIB record does not include an 856 field

5. Example - Holding record
The HOL record
Linked to BIB record 2469
856 URL field

6. Example - Subscription
In our case a serial subscription is linked to the HOL record
This is only necessary when creating a virtual 866 “summary holdings” field

7. Example - Subscription
For “Summary Holdings” to work the subscription must have a copy-ID

8. Example - Items (Issues)
The following serials have arrived
Vol. 23 issue 1-3
Vol. 24 issue 1-4
Vol. 25 issue 1-4
Vol. 26 issue 1-2
The following serials have not arrived
Vol. 23 issue 4
Vol. 26 issue 3-4

9. Example - Items (Issues) (red not arrived)

10. tab_expand of the HOL library
We have this setup in $data_tab/tab_expand of the HOL library !
!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!>
WEB-FULL expand_doc_hld_stmt
WEB-FULL expand_doc_hol_86x !*
BIB-HOL expand_doc_hld_stmt
BIB-HOL expand_doc_hol_86x
YOEL expand_doc_hld_stmt
YOEL expand_doc_hol_86x
The three different expand menus used here (in column 1) will be explained in the next slide

11. tab_expand of the HOL library
WEB-FULL = used for full view in web (in HOL library for list of items page)
BIB-HOL = special expand section which will later be used in conjunction with "expand_doc_bib_hol" in the bibliographic library
YOEL = Same parameters as WEB-FULL and BIB-HOL. Can be used for seeing what the expand procedures in column 2 do via UTIL F 4 doc_expand (good for experimental purposes). Routines can be added and removed from this procedure without effecting actual procedure used “live” in web such as WEB-FULL

12. tab_expand of the HOL library
We can now test tab_expand of the HOL Library by doing UTIL F 4 doc_expand for expand menu YOEL for Holding record 50230
Whatever happens for YOEL will also happen for WEB-FULL and BIB-HOL (they are the same)

13. Testing tab_expand in HOL library
enter file name (or q to exit) doc_expand
Enter expand_menu [No Expand]: YOEL
ENTER DOC NUMBER : 50230
Reading doc :
FMT L HO
LDR L ^^^^^nx^^a22^^^^^1n^4500
008 L p^^^^8^^^l001^^eng
LKR L $$aHOL$$lUSM01$$b
853 L $$av.$$bno.$$u4$$vr$$i(year)$$j(season)$$wq
853X L $$900001$$a27$$b1$$i2007$$j21$$
856 L $$uhttp://
85201 L $$bMED$$cYOELK$$hBM419
590 L $$aA quarterly publication that begins with v.23:no.1(2003:Winter) and uses seasons in the second level of chronology.
86340 L $$8.1$$a23$$b1-3$$i2003$$j21-23$$wg$$t01$$9Y
86340 L $$8.2$$a24-25$$i $$t01$$9Y
86340 L $$8.3$$a26$$b1-2$$i2006$$j21-22$$wg$$t01$$9Y
86641 L $$av.23:no.1-3(2003:Spring-Autumn),$$8.1
86631 L $$av.24-25( )$$8.2
86641 L $$av.26:no.1-2(2006:Spring-Summer),$$8.3
ENTER DOC NUMBER :
Actual 852 and 856 field (catalogued in HOL record)
Virtual 866 summary holding fields (not actually catalogued)

14. Testing tab_expand in HOL library
If we put the 856 and 866 fields in $data_tab/edit_doc_999.eng of the HOL library as follows: ! !
!!-!!!!!-!-!!!!!!!!!!-!-!-!!!!!!!!!!!!!!!!!!!!-!-!-!!!-!-!!!!!-!-!!-!!
## 856## D LElectronic Location Y M E W
## 866## D LSummary Holdings E
Then …

15. Testing tab_expand in HOL library
This will appear on the Holdings page of the web OPAC

16. Bibliographic and Holding Fields together
Now we want to make the fields from the holding record appear together with the bibliographic record in the full view of the web.
We already know that the BIB-HOL routine in HOL tab_expand includes the 852, 856 and 866 field !
!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!>
WEB-FULL expand_doc_hld_stmt
WEB-FULL expand_doc_hol_86x !*
BIB-HOL expand_doc_hld_stmt
BIB-HOL expand_doc_hol_86x
YOEL expand_doc_hld_stmt
YOEL expand_doc_hol_86x

17. Bibliographic and Holding Fields together
The BIB-HOL routine of the tab_expand of the HOL library may be “brought” to the BIB library via expand procedure expand_doc_bib_hol in the bibliographic library !
!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!>
BIB-HOL expand_doc_hld_stmt
BIB-HOL expand_doc_hol_86x
HOL library !
!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!>
WEB-FULL expand_doc_bib_hol
BIB library
Now anything which appears in BIB-HOL of HOL library will also appear in WEB-FULL of bibliographic library

18. Bibliographic and Holding Fields together
We can test the expand procedure expand_doc_bib_hol in the bibliographic library by putting this in bibliographic library tab_expand !
!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!>
YOELK expand_doc_bib_hol
BIB library
And checking this via UTIL F 4 doc_expand

19. Bibliographic and Holding Fields together
enter file name (or q to exit) doc_expand
Enter expand_menu [No Expand]: YOELK
ENTER DOC NUMBER : 6249
FMT L SE
LDR L 01127cas^^ ^a^4500
24500 L $$aJournal of accounting and public policy.
[some fields removed for space reasons in powerpoint]
650 0 L $$aPolicy sciences$$xPeriodicals.
650 0 L $$aAccounting$$xPeriodicals.
650 0 L $$aPolicy sciences$$xAccounting$$xPeriodicals.
655 7 L $$aComputer network resources.$$2local
655 7 L $$aElectronic journals.$$2lcsh
CAT L $$aCONV$$b00$$c $$lUSM01$$h1200
CAT L $$aCONV$$b00$$c $$lUSM01$$h1402
008 L p^^^^8^^^l001^^eng
853 L $$av.$$bno.$$u4$$vr$$i(year)$$j(season)$$wq
853X L $$900001$$a27$$b1$$i2007$$j21$$
856 L $$uhttp://
85201 L $$bMED$$cYOELK$$hBM419
590 L $$aA quarterly publication that begins with v.23:no.1(2003:Winter) and uses seasons in the second level of chronology.
86340 L $$8.1$$a23$$b1-3$$i2003$$j21-23$$wg$$t01$$9Y
86340 L $$8.2$$a24-25$$i $$t01$$9Y
86340 L $$8.3$$a26$$b1-2$$i2006$$j21-22$$wg$$t01$$9Y
86641 L $$av.23:no.1-3(2003:Spring-Autumn),$$8.1
86631 L $$av.24-25( )$$8.2
86641 L $$av.26:no.1-2(2006:Spring-Summer),$$8.3
Bibliographic fields
Holding fields, including 852, 856 and 866

20. Bibliographic and Holding Fields together
Now we need to display the 856 and 866 in the bibliographic library via edit_doc_999.eng ! !
!!-!!!!!-!-!!!!!!!!!!-!-!-!!!!!!!!!!!!!!!!!!!!-!-!-!!!-!-!!!!!-!-!!-!!
## 856## D LElectronic Location Y S E W
## 866## E LSummary Holding Y E

21. Bibliographic and Holding Fields together
Now the bibliographic record displays as follows:
856 and 866 appear in bibliographic record

22. Bibliographic and Holding Fields together
The same principle applies for other expand routines.
For example it is possible to user expand menu WWW-X with procedure expand_doc_bib_hol in order to have the 852 and 856 of the HOL record appear via the X server. !
!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!>
WWW-X expand_doc_bib_hol