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Nancy Nathanson . Resource Sharing Program Mgr
Debbie Hackleman . Oregon State University
Summit Summit UnmaskedUnmasked
What you see… & What you see… & don’t seedon’t see
Other records in Other records in SummitSummit
Matching and Matching and MergingMerging
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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)
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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
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collaborative collection development
your patrons use Summit
Why send all records?
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non-member materialsnon-member materialsrecords stored in your catalog that are not for your institution (“shared catalogs”)
non-library materialsnon-library materials inventoried or controlled by bibl. recordrooms, equipment, keys
ILLILL … borrowed from other libraries through interlibrary loan
reservesreserves … loaned to the library for course reserve reading (such as faculty copies, packets)
Send records for everything except
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Record suppressionsuppression: why and when
usually for withdrawn items
some members suppress orders (before item received, or before processed)
Suppress records from public display
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“on order” - displayed
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“on order” - suppressed
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Y=Yes, suppress (recognized code from local record coming to Summit)
Suppressed record - Summit
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code <n> at local site is mapped to Contribute and
Suppress at Summit
Suppressed record – local site
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Suppressed record - item withdrawn
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Institution field and inst’n records
Y=Yes, suppressY=Yes, suppress
|f = item status|f = item status
code <w> = Withdrawn
code <w> = Withdrawn
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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
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INN-Reach-Summit: 3 choices
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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
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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
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Matching and merging
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“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
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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
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Selecting the master recordNational encoding level
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Consortium priority
Selecting the master record
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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 craftsSOUorder
UPSitemorder
Selecting the master record
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Local note?
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Local note?
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Local note?
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001 OCLC number field: prefixes
non-OCLC records in Summit
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non-OCLC records in Summit: keyed
manually keyed, such as orders from other utilities (BNA, RLN, WLN) from vendors (microfiche, film, ebooks,
etc.)
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non-OCLC records in Summit: WLN
manually keyed, such as orders from other utilities (BNA, RLN, WLN) from vendors (microfiche, film, ebooks,
etc.)
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non-OCLC records in Summit: BNA
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non-OCLC records in Summit: vendors
manually keyed, such as orders from other utilities (BNA, RLN, WLN) from vendors (microfiche, film, ebooks,
etc.)
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001 problem: prefix
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001 problem: prefix
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non-OCLC records in Summit: ERM
Separate module owned by some sites Four potential decisions for each file
load
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non-OCLC records in Summit: ERM
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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
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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
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ERM processing at local site
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ERM: Decision 2: Type of load
Coverage Catalog Coverage & Catalog together
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ERM: Decision 3, 2 options
Coverage CatalogCatalog Coverage & Catalog togetherCoverage & Catalog together
Loading on •the entire local database•a review file (normally of serial records)
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ERM: Decision 4, match points
CoverageCoverage Drop-downs for primary and secondary match points
CatalogCatalog No choice