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Migrating serials data from Horizon to Kuali OLE University of Chicago Library data conversion experience Frances McNamara Director Integrated Library Systems and Administrative and Desktop Systems
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Crescat scientia; vita excolatur Let knowledge grow from more to more; and so be human life enriched. Founded: 1890 Students 5,369 undergraduate students 9,850 graduate, professional, and other students Faculty 2,188 full-time faculty Academics 49 majors and 29 minors in the undergraduate College 4 graduate divisions 6 graduate professional schools Research Manager of Argonne National Laboratory and Fermi National Accelerator Laboratory (in partnership); also affiliated with the Marine Biological Laboratory 89 Nobel Prize winners, including 8 current faculty Campus In Chicago’s Hyde Park neighborhood on Lake Michigan University of Chicago
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By the Numbers, 2012-2013 Size 9 th largest research library in North America 11.19 million volumes in print and electronic form 51,760 linear feet of archives and manuscripts 117.5 TB of University electronic archives and research data Facilities 6 campus libraries with capacity to store approximately 11 million print volumes on campus 205 miles of shelving Average Mansueto book retrieval time: 3 minutes Services 306,445 volumes circulated to 14,499 unique individuals 26,258 Scan & Deliver requestsScan & Deliver 16,087 UBorrow requestsUBorrow 9.1 million successful responses to full-text article requests 1,246,969 entries into Regenstein and 116,452 entries into Crerar 31,813 visiting researchers unaffiliated with the University 20,432 questions to reference librarians 5,800 attendees at training sessions University of Chicago Library
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Campus Libraries D'Angelo Law Library: U.S., foreign, and international law D'Angelo Law Library Eckhart Library: Mathematics, statistics, and computer science Eckhart Library Joe and Rika Mansueto Library: Interdisciplinary, automated storage and retrieval Joe and Rika Mansueto Library John Crerar Library: Science, medicine, and technology John Crerar Library Joseph Regenstein Library: Humanities, social sciences, business Joseph Regenstein Library Social Services Administration Library: Social welfare, social work Social Services Administration Library Special Collections Research Center Libraries
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Automation at the library LDMS mainframe local development Horizon 1995 Cataloging, Circulation, Serials checkin III 1997 Acquisitions Kuali OLE and Vufind August 2014
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Serials bibs Holdings Extent of Ownership (Holdings Summary) Items Serial Receiving Records (Only still active many stopped over last decade) Serial enumeration and chronology labels Serials Issue records (only not bound) III Open continuing orders (only open, a challenge to link to Hzn data) Serials data conversion
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III closed orders. Last 7 years are moved to a separate db for historical lookups. Serials checkin for copies where subscription was cancelled. Retained bibs/holdings/items where we physically retained those items or where they were suppressed rather than deleted. Prediction. OLE Project description NOT to migrate prediction data (lots of horizon tables involved) Serials Data NOT converted
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Bib with 856 URLs Bound Media type Hldg sum Items Unbound Media type Hldg sum Prediction SCKI Issues Internet Horizon data structures
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Bib Bound Main,Idx,Supp Ext of Ownership Items Dummy on order PO link SRR Unbd Locn Main,idx,supp Issues Eholdings URL1Eholdings URL2 Kuali OLE data struchtres
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Horizon Bib
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OLE Bib with Holdings
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Horizon copy list
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Horizon bound copy
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Horizon Holdings Summary
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Horizon Bound copy items
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Horizon unbound copy
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Horizon Summary Holdings ubper
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OLE Holdings
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More
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More and unbound issues
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Link to PO in dummy Item
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Serial Receiving Record
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More
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EHoldings
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More
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Data conversion dummy items, 856 become Eholdings 2.0 will bring GoKB integration, maintenance of additional data for some Eholdings. GoKB represents shared pool of data. OLE uses OCLC for bib data, will be able to share eresource data in GoKB 2.0 will bring ERM functionality Eholdings and ERM
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Differences in data structures Hzn only some copy records OLE always a holdings, so items treated differently OLE only 3 tables HZN many including Prediction Eholdings Hzn 1 dummy, OLE each 856 gets Eholdings Collapsing bound/unbound copies (staff only and multiple copies different locations) Link to Purchase Order (coming from III and Hzn) Extra media types in Hzn (law, looseleaf etc.) Item data (call no. prefixes) Issues in converting the data
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Results in Vufind public catalog
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Currently received copy
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ASR copy bound vols only
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Complex data Non-standard Bib uses MARC Holdings MHLD mostly MARC is communications format Items each ILS slightly different Serials issues stored in various ways Enum/Chron labels, Prediction each ILS could be different Comprehensible public display is required result. Serials data migration
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Bibs 7,001,624 Bibs with copies 512,195 (includes multivolume monos) Holdings 5,683,057 mono Holdings 569,912 multivolume mono and serials Holdings Summary 822,147 Items 11 million total, 3,622,896 multivol mono and serials SRR 22,610 SRR types 23,804 SRR issues 101,741 Chicago converted records
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