1. Nancy Nathanson. Resource Sharing Program Mgr Debbie Hackleman. Oregon State University Summit Unmasked What you see… & don’t see Other records in Summit Matching and Merging

2. 2  Record contribution ≠ Record suppression  Bib record vs. Attached records (item, checkin, order)  Mapping tables: BCode3, ICode2, etc. What you see (and what you don’t)

3. 3 All records in a local system that represent items held or on order by a member institution are contributed to the union catalog, Summit. Record contribution policy

4. 4  collaborative collection development  your patrons use Summit Why send all records?

5. 5  non-member materials  non-member materials records stored in your catalog that are not for your institution (“shared catalogs”)  non-library materials  non-library materials inventoried or controlled by bibl. record rooms, equipment, keys  ILL  ILL … borrowed from other libraries through interlibrary loan  reserves  reserves … loaned to the library for course reserve reading (such as faculty copies, packets) Send records for everything except

6. 6 suppression Record suppression: why and when  usually for withdrawn items  some members suppress orders (before item received, or before processed) Suppress records from public display

7. 7 “on order” - displayed

8. 8 “on order” - suppressed

9. 9 Y=Yes, suppress (recognized code from local record coming to Summit) Suppressed record - Summit

10. 10 code at local site is mapped to Contribute and Suppress at Summit Suppressed record – local site

11. 11 Suppressed record - item withdrawn

12. 12 Institution field and inst’n records Y=Yes, suppress |f = item status code = Withdrawn

13. 13 Contribution & suppression - coding Where: Fixed fields BCode3 ICode2 Order code[2] SCode[1-4] What: Map local codes to central actions Contribute and display Contribute and suppress Do not contribute

14. 14 INN-Reach-Summit: 3 choices

15. 15 Local BCode3 codes - examples 17 > BCODE3 - --- n SUPPRESSION s SUPP LOC NO AL z DSPY LOC NO AL 17 > SUPPRESS - d DELETE CODE n SUP BOTH/CONT z DISPLOC/NOCONT s SUP LOC/NOCONT c SUPPRESS ORD 17 > BSUPPRESS - N/A a ARCHIVDEL(S) b BRIEF RECORD d DELETE (S) g ORBIS-DONT USE i PER NO PACKAGE l SUMMITDONTUSE m MARCIVE n SUPPRESS(S) o ORBIS-DONT USE r PERIODICALS s 0SUM;0SIM(S) z 0SUMMIT;YSIMON

16. 16 Mapping local code to “action” 17 > BSUPPRESS - N/A a ARCHIVDEL(S) b BRIEF RECORD d DELETE (S) g ORBIS-DONT USE i PER NO PACKAGE l SUMMITDONTUSE m MARCIVE n SUPPRESS(S) o ORBIS-DONT USE r PERIODICALS s 0SUM;0SIM(S) z 0SUMMIT;YSIMON http://libweb.uoregon.edu/orbis/staffhome/BCode3,local_codes.htm

17. 17 Matching and merging

18. 18  “First in”  match? Compare OCLC# and ISBN (020) if yes:  choose the master record 1.National encoding level code (completeness & accuracy) 2.Consortium priority code 3.Master record ownership (not implemented) Selecting the master record

19. 19 what can “go wrong” ?  multiple OCLC records  019 not used for matching (merged in OCLC but not in Summit)  master record owner has modified the national-level record  local sites use different sources for bib. records Selecting the master record

20. 20 Selecting the master record National encoding level

21. 21 Consortium priority Selecting the master record

22. 22 001 25469872 020 069704391 AUTHOR Wankleman, W TITLE Arts and crafts PUBL Dubuq, Brown, 1989 001 25469872 008............ 001 0 eng dnam a 020 069704391 050 LB1537|b.W3 1989 100 10 Wankleman, Willard F. 245 10 Arts & crafts 260 Dubuque, Iowa : W. C. Brown, 1989 300 xii, 327 p.: ill. ; 24 cm. 500 Includes index. 650 Creative activities and seat work. 740 Arts and crafts SOU order UPS item order Selecting the master record

23. 23 Local note?

24. 24 Local note?

25. 25 Local note?

26. 26 001 OCLC number field: prefixes non-OCLC records in Summit

27. 27 non-OCLC records in Summit : keyed  manually keyed, such as orders  from other utilities (BNA, RLN, WLN)  from vendors (microfiche, film, ebooks, etc.)

28. 28 non-OCLC records in Summit: WLN  manually keyed, such as orders  from other utilities (BNA, RLN, WLN)  from vendors (microfiche, film, ebooks, etc.)

29. 29 non-OCLC records in Summit: BNA

30. 30 non-OCLC records in Summit : vendors  manually keyed, such as orders  from other utilities (BNA, RLN, WLN)  from vendors (microfiche, film, ebooks, etc.)

31. 31

32. 32 001 problem: prefix

33. 33 001 problem: prefix

34. 34 non-OCLC records in Summit: ERM  Separate module owned by some sites  Four potential decisions for each file load

35. 35 non-OCLC records in Summit: ERM

36. 36 non-OCLC records in Summit: ERM B32352049 BIBLIOGRAPHIC Information LANG: eng LOCATION: multi BIB LVL: s BCODE3: - SKIP: 0 CAT DATE: - - MAT TYPE: a COUNTRY: 022 0028-0836 245 Nature (London) LOCATIONS t2,t C2190217 CHECKIN Information LABEL TYPE: - COPIES: 0 RLOC: e SCODE4: - SCODE1: - CLAIMON: - - VENDOR: none UPDCNT: - SCODE2: - LOCATION: t2 SCODE3: - PCOUNT: 0 ERM LINK SLKe1000682 RES ID Academic Search Premier C2123435 CHECKIN Information LABEL TYPE: - COPIES: 0 RLOC: e SCODE4: - SCODE1: - CLAIMON: - - VENDOR: none UPDCNT: - SCODE2: - LOCATION: t2 SCODE3: - PCOUNT: 0 ERM LINK SLKe1000480 RES ID ProQuest 5000

37. 37 ERM: Decision 1  Attach to existing records is standard  Create brief bibliographic record: this is a choice  no OCLC number in the 001  may not have an ISSN either  See manual page # 105864 for steps to follow

38. 38

39. 39 ERM processing at local site

40. 40 ERM: Decision 2: Type of load  Coverage  Catalog  Coverage & Catalog together

41. 41 ERM: Decision 3, 2 options  Coverage  Catalog  Coverage & Catalog together Loading on the entire local database a review file (normally of serial records)

42. 42 ERM: Decision 4, match points  Coverage  Drop-downs for primary and secondary match points  Catalog  No choice