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--- e-resources_cataloging_-_fastcat_standards [2012/08/07 18:49]
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+++ e-resources_cataloging_-_fastcat_standards [2021/05/10 18:56]
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-E-Resources Cataloging - FASTCAT Standards
+====== E-Resources Cataloging - FASTCAT Standards ======
+====== E-Book Cataloging ======
+How a MARC record for an individual e-book title gets into our catalog depends on the publisher and source of the records. Some come as part of packages and some are ordered on a title-by-title basis. The Batch loads are tracked via this [[https://trello.com/b/LkuWz9Mh/umass-batch-loading-activities|Trello Board]]. Other loads such as through the DP or FC are tracked in the [[https://docs.google.com/spreadsheets/d/1TAIR-RHSVAHsWnD8spaq7e4USxxRNL1f7Gk8MRxNjJE/edit#gid=0|5C In Common eResources Spreadsheet]].
+For those titles that are ordered on a title-by-title basis such as Gale eBooks, please check with the Batch Loading Team by emailing [[metadatahelp@umass.libanswers.com|metadatahelp@umass.libanswers.com]] for more information.
+For more guidance on metadat quality, go to [[e-resource_record_quality_checklist|E-resource record quality checklist]]
+===== FastCat Instructions for Licensed E-Resources =====
+  - Look up record in Aleph and Connexion.
+  -  Copy and paste URL from holdings record into web browser to view resource
+  - Evaluate MARC record for FASTCAT
+===== For e-books make sure the fixed field form is for BOOKS =====
+In the fixed fields check to make sure:
+**BLvl** Bibliographic Level is coded m for monograph
+**Form** ‘o’ (online)
+===== For e-journals, databases, and websites make sure the fixed field form is for CONTINUING RESOURCES =====
+In the fixed fields check to make sure:
+**Form** ‘o’ (online)
+**BLvl** Bibliographic Level is coded:
+i for updating websites and updating databases
+s for e-journals
+===== For all types of e-resource records check that: =====
+There is an **006**
+There is an **007**
+===== Accurate title and statement of responsibility: =====
+** 245 A** Title
+ **245 B** Subtitle
+** 245 C** Statement of Responsibility (Author) – If there is a statement of responsibility for the resource make sure it is accurate in the record.
+===== Accurate information for: =====
+**250** Edition statement: - If present in the record check the 250 field to help identify matching editions.
+**260 A** Place of publication
+**260 B** Publisher (may contain abbreviations)
+**260 C** Date of Publication
+**300** Physical Description: If the resource has pagination make sure it is accurate in the record
+**362** (For continuing resources only): check 362 field for accurate Dates of Publication
+**RDA records should have the following 3xx fields:**
+**336**  text ǂb txt ǂ2 rdacontent
+**337**  computer ǂb c ǂ2 rdamedia
+**338**  online resource ǂb cr ǂ2 rdacarrier
+**6XX**   Subject At least one subject must be present unless it is a book of literature.
+**1XX or 7XX**   Author/editor
+If a person is named in 245$C, either a 1XX or 7XX entry must be present in the record.
+===== Overlay/export record to Aleph =====
+If edits are made to record in Connexion, replace record in Connexion and overlay Aleph record.  (Make sure to delete the 856 from the bib in Aleph after overlaying though!)
+Search OCLC and overlay a better record if record is not up to FASTCAT standards.
+Don't forget to move the URL from the bib to the holdings record in Aleph after you export the record!
+===== Add 9XX fields =====
+Add 910 with initials and date
+Add 928 AUTHORITY
+===== Item records: =====
+Make sure the item record is coded properly:
+For item record:
+Sublibrary = UMDUB
+Collection = UWWW
+Material type = choose ejournal, ebook, datab or whatever is most appropriate
+Item status = 04 Internet
+===== Holdings records: =====
+Make sure the **856** field is in the holdings record and not in the bib.  Indicators should be 40.
+Licensed resources can have our proxy prefix or use Shibboleth. If Shibboleth is needed, do not add anything to the url. If a proxy is need, add the prefix in front of the url. The silk prefix is: http://silk.library.umass.edu/login?url=
+The URL to the resource should follow the silk prefix so together it would look like this:
+http://silk.library.umass.edu/login?url=http://next.srds.com
+Subfield z should say: **UMass: Link to resource**
+For an additional copy of a purchased e-resource:
+__If the links are the same between all copies__
+  - Keep just the one url in the 856 field in the Holdings record
+  - Record an access note in the bib record in MARC field 506 to indicate the level of access if one isn’t present or doesn’t capture the new level of access for all additional copies
+  - A note can also be added to the order record to say that there is only 1 bib/hol/item for all the copies (should be done by Acquisitions)
+__If the links are different between copies__
+  - Add another 856 to the Holdings record
+  - Add a MARC field 506 (or amend if already present) to indicate the level(s) of access for all copies
+//[[mbergin@umass.edu|Primary contact: Meghan Bergin]]//