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=== MARCIt Record Loads ===

The following is the general process for adding bibliographic records generated by the SFX/MARCIt! service to the catalog. These are approximately half CONSER records for serials offered by the library through individual or package subscriptions where available, brief records for non-CONSER journals supplied by the SFX system, database aggregators, or open access. 

  * Upon request from someone in Acquisitions, Lucy deGozzaldi generates MARCIt! records using the MARCIt! Tool within the SFX Admin Center.
  * Several changes are applied to the bib records through a script, in preparation for loading and management in our catalog through Aleph Services.
  * The following files are created through Aleph Services/Load Records/Check Input File Against Database (manage-36):
    - **New** - MARCIt! records being added to our database for the first time.
    - **Updated** - MARCIt! records already existing in the Aleph database which have been revised, and need to be overlaid. (Normally the largest file we receive.) 
    - **Duplicates** - multiple MARCIt records in Aleph with the same SFX ID in the 035-9 field. These are now rare, as they have been "cleaned up."  If any are found, they need to be reviewed and resolved by eleres.

//NOTE:  Bibs earmarked for deletion will have "umzzz" in a 035-9 field.  These can occur in both the **new** or **updated** files.//

  * After all preparatory steps are done, the files of new and updated records are loaded into the Aleph database.  For the **new** records, items and HOL records are created (through Aleph Services manage-50, which adds the 856 to the HOL and the proper coding into the items) and the 856 removed from the bibs.  For the **updated** records, the urls are compared and differences resolved (through downloading machine-readable data into Excel) and the 856 removed from the bibs after overlaying.  

//NOTE: Records with more than one 856 in their HOL, including those marked for deletion, will be reported to eleres.//
 
  * The "umzzz" records (deletes) are pulled into a list through a CCL search, and run through a test delete (Aleph Services manage-33).  Lucy will generate a spreadsheet listing all bibs with ERROR reports (mostly due to attached order records), add titles and save it on the R: drive (Coll-Management)\Acquisitions\MARCIt, and send a notification to eleres. Once the ERROR bibs have been removed from the list, the rest of the umzzz bibs can be deleted without further review.
  * Following Lucy's notification of MARCIt! record load to eleres, e-resources staff will note date of load on eleres Google calendar.
  * E-Resources will review bibs with ERROR reports which have order records attached. Four possible scenarios with these records:
    - Bib is being replaced with "better" record: Staff will move the order record(s) to the better bib.
    - Bib needs to be kept for tracking payments purposes: Staff will remove the ZZZ SFX ID, add a 910$a with KEEPBIB and keep the record suppressed.
    - SFX deactivation was in error: Staff will remove the ZZZ SFX ID and unsuppress the records (check holdings too). Reactivate in SFX.
    - Former aggregator or vendor title now on order: Staff will remove the ZZZ ID but keep the record suppressed until activation.

       * Non-SFX urls: Remove the non-SFX url UNLESS it provides additional access at a host not available as an SFX target. This should be noted in the z subfield, e.g. "UMass: Connect to this title at Woodstock for current issues". Note that if the title exists in SFX in ANY target, a local object can be created to eliminate multiple urls, in most cases.

       * In addition, if there is a subscription record attached to a record which will be deleted, we need to remove the subscription record.

   * After the ERROR bibs have been reviewed, notify Lucy about whether any of these need deleting or have been deleted, and she will run a final count on MARCIt! records in our catalog, and update the eresources master spreadsheet found on W:/DEPARTMENTAL-FOLDERS/Acquisitions/Electronic resources/Statistics/eresource-load-stats.

//NOTE: The process for generating bibliographic records for new e-journals is described in [[EJournals - Adding New Titles (MARCIt)]].//

**MARCIt Records and SFX Object Types.** 
   * SFX object types that generate MARCIt records: Journal, Conference, Newspaper, Series, Transcript, Wire. Database? (SFX says databases do generate MARCit records but is this always true?)
   * SFX object types that DO NOT generate MARCIt records. Book, CD, Dissertation, Document, Manuscript, Proceeding, Report.



 --- //[[cturner@library.umass.edu|Primary contact: Christine Turner]]//