1. Vendor Neutral Ebook Records from OCLC Collection Manager
Aaron Bales
Sandy Sarber
May 2018

2. Overview
Background
Issues
Formation of Ebook Team
Outcomes

3. Background Started loading ebook sets in 2009
Used vendor-provided record sets
Process Records in MarcEdit
Extensive editing process, checking all fields in records for quality
Added proxy prepend to URLs
Added fields for platform (710), set name (730), set identifier (902)
At first, most sets did not include OCLC numbers
Duplicates were expected to have separate, vendor-specific records
Have to monitor vendors for updates to records sets

4. 2015 “Yellow Belt project” Backlog of sets to be loaded
Workflow included multiple staff hand-offs and redundant work
Determined that level of analysis was unnecessary

5. Focus on 11 Critical Fields

6. Outcomes of Yellow-Belt Project
Focused on critical fields
Streamlined process
Reduced per set processing time by half
Loaded new sets within 2 weeks of receipt
Continued to rely on Vendor- Provided records
Continued to add all local fields in MarcEdit

7. Ongoing Issues OCLC Record Conflicts
Unable to load duplicate titles from different vendors
Inconsistent record quality
Not all records have OCLC holdings
Adding holdings to OCLC is a separate, add-on step
Collection assessment difficult
Hard to distinguish paid titles, and permanent vs. subscription access
Most sets began to use OCLC numbers
OCLC implementing vendor neutral records, so the same title has the same OCLC number for all vendors

8. Ebook Records Management Team
New team established in 2017
Record Sources
Metadata management and placement
Impact on search
Display
User experience
Collection Assessment
Workflow
Possibility of modeling our serials ejournal processing
SFX & MARCit

9. Goals
Provide access to all iterations of all ebook titles which we own, license or provide access to
Consistent record quality
Documented workflow
Collection assessment

10. Vendor neutral record Single record approach Two options
Merge records in Aleph to combine duplicate records
Use Knowledge Base to obtain vendor neutral records

11. The Start OCLC Collection Manager
Already had 46 sets processed through CM Knowledge Base
6 more sets have been converted to CM now
Evaluating 28 more sets

12. Process Overview Check for and select set in Collection Manager
Customize Records
Set Record Delivery
notification that a file is ready
Download records from My Files in Collection Manager
Process in MarcEdit
Load in Aleph

13. Customization of records

14. 260 \\$aCambridge [England] :$bRoyal Society of Chemistry,$c©1994.
049  \\$aINDU
050  \4$aTD195.I52$bW eb
245  00$aWaste incineration and the environment /$ceditors, R.E. Hester and R.M. Harrison.
260  \\$aCambridge [England] :$bRoyal Society of Chemistry,$c©1994.
300  \\$a1 online resource  (x, 158 pages) :$billustrations
336  \\$atext$btxt$2rdacontent
337  \\$acomputer$bc$2rdamedia
338  \\$aonline resource$bcr$2rdacarrier
490  1\$aIssues in environmental science and technology,$x ;$v2
588  0\$aPrint version record.
590  \\$aKnovel Library
590  \\$aRoyal Society of Chemistry$bRSC eBooks
599  01$anew$d
599  10$abatch7
650  \0$aIncineration$xEnvironmental aspects.
700  1\$aHester, R. E.$q(Ronald E.)
700  1\$aHarrison, Roy M.,$d1948-
710  2\$aKnovel(Firm)$4pltfrm
710  2\$aRoyal Society of Chemistry (Great Britain).$4pltfrm
730  0\$aRoyal Society of Chemistry ebook collection.
730  0\$aRSC ebook collection.
776  08$iPrint version:$tWaste incineration and the environment.$dCambridge [England] : Royal Society of Chemistry, ©1994$z $w(OCoLC)
830  \0$aIssues in environmental science and technology ;$v2.$x
856  40$zKnovel$uhttp://proxy.library.nd.edu/login?urlhttp://app.knovel.com/hotlink/toc/id:kpWIE00008/waste-incineration-and$xCM$yNotre Dame Online Access
856  40$zRoyal Society of Chemistry$uhttp://proxy.library.nd.edu/login?urlhttp://dx.doi.org/ / $xCM$yNotre Dame Online Access
985  \\$aCollection$bknvlld$csubscription$d
985  \\$aCollection$brscld$cpurchased$d
Used to add these fields in MarcEdit, now they are already in the record from CM

15. 985 Field for Collection Assessment
$$a Set Type: Collection, DDA, EBA
$$b Individual set identifier
$$c Acquisition status: Discovery, Purchased, Subscription, Open Access
$$d Record load date
985  \\$aCollection$bknvlld$csubscription$d
985  \\$aCollection$brscld$cpurchased$d
Previously 902 only had set identifier

16. Record Delivery

17. Drawbacks Not all vendors have Knowledge Base collections in OCLC
OCLC consolidating record project
Creates several merge files to evaluate
Still requires (some) preprocessing in MarcEdit
Using different systems for MARC records sets and Link Resolver requires duplicate processing

18. Benefits OCLC holdings included for all vendors Streamlined workflow
Discoverable in WorldCat
ILL possibilities
Streamlined workflow
Fewer files to manage
Same workflow for most vendors
Proper management of duplicate titles
Eliminate searching vendor sites for updates

19. Questions?
See Aaron--he loves questions!