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BETH BRENNANCHRISTINE MOULEN
ELUNA 5 /2 /2014
Automating MARCit! for a single-record approach
Our single record philosophy
ELUNA 5/2/2014Automating MARCit! for a single-record approach
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
We successfully maintained this approach for ebook batch loading
How are we using MARCit!?
• We do not load all active SFX targets.• Only things we don't catalog manually because:
• The content changes frequently• They are low priority materials• There’s more than we can process• Foreign language materials• We choose not to expend staff time on them
ELUNA 5/2/2014Automating MARCit! for a single-record approach
Targets such as:
Aggregators (Factiva, LexisNexis, Proquest, Ebscohost, Pubmed)
Open-access collections (DOAJ, DigiZeitschriften)
Targets that we pay for but do not want to catalog/maintain manually
(Hein Online; China Academic Journals)
Free targets (Emis Free, American Museum of Natural History Library, Symposium Journals
Free)
Targets we have included in MARCit! are tracked on a wiki, and also in a profile within the MARCit! tool
ELUNA 5/2/2014Automating MARCit! for a single-record approach
Maintaining the target list
Our initial MARCit! run was limited to selected targets. We only loaded titles new to our catalog. But we didn't keep track of what those targets were
Our second run included all targets, again loading new titles only
For ongoing processing, including our single-record-approach batch loading, went back to a limited target list
When changing the target list, any previous targets that are now excluded came through as deletes
ELUNA 5/2/2014Automating MARCit! for a single-record approach
Our batch loading environment
Interactive load script run weekly from the server command line, following our SFX KB updates
Combines locally created Perl scripts and built in Aleph services
Emails logs to appropriate staff
Working on making it smarter to skip over irrelevant processes when there are no records to handle
ELUNA 5/2/2014Automating MARCit! for a single-record approach
Honing in on what matters
MARCit! sends us 3 kinds of records
Deletes
New records
Updates
ELUNA 5/2/2014Automating MARCit! for a single-record approach
Deletes
Remove entire records Remove holdings records first (match by portfolio ID) Check for remaining holdings, orders, items or subscriptions Batch delete completely removes everything
De-couple combined records Remove holdings records (match by portfolio ID) Remove SFX object ID and URL
Report of records left with no holdings
ELUNA 5/2/2014Automating MARCit! for a single-record approach
New records
Check for dupsMatch by OCLC number
Option to prefer print over e-version records
Match by ISSNFour types of matched records
Complete overlay Merge with another format Add SFX object ID Errors where incoming object ID different from what’s in Barton
Load new recordsAdd holdings
ELUNA 5/2/2014Automating MARCit! for a single-record approach
Updates
Check for dups
Upgrade stub records Determine if full or stub Match by SFX# Overlay all bib info
Update holdings statements Match by object portfolio number Reload 866 tag
ELUNA 5/2/2014Automating MARCit! for a single-record approach
MARCit! matches by title
This is *very* inaccurate to do with serialsCauses all sort of clean up:
Common titles, like ‘Annual Report’, are a complete mess! Also includes title variants Subtitles are often the only disambiguating detail, and variants
often lack subtitle Sometimes match on CONSER titles that have no e-versions, and
these are impossible to report out Can cause more than one object ID to match same CONSER
record....
ELUNA 5/2/2014Automating MARCit! for a single-record approach
Problems with duplicates
MARCit! will send the same CONSER record twice (or more!) with two different object IDs
Our scripts merge these records, but they all need to be manually fixed
Sometimes none of the object IDs fit the CONSER record!
We have reported hundreds of corrections to Ex Libris to fix them
In 2013, we’ve found almost 300 such object duplicates and other SFX KB problems
ELUNA 5/2/2014Automating MARCit! for a single-record approach
A sense of scale
ELUNA 5/2/2014Automating MARCit! for a single-record approach
59 targets includedDeletes
6,262 holdings records 6,173 bib records
New records 55,759 loaded as new 755 combined with another format 3 complete overlay
Updates 2,483 stub records upgraded 52,380 holdings statements updated
?Beth Brennan
Christine [email protected]
ELUNA 5/2/2014Automating MARCit! for a single-record approach
