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--- e-resources_cataloging_-_fastcat_standards [2012/08/07 18:52]
mbanach
+++ e-resources_cataloging_-_fastcat_standards [2022/05/16 19:26] (current)
jeustis
@@ Line 1: / Line 1: @@
 ====== E-Resources Cataloging - FASTCAT Standards ======
-  - Look up record in Aleph and Connexion.  (For free internet resources just look up record in Connexion by title.  There won't be a record in Aleph.)
+====== E-Book Cataloging ======
-  -  Copy and paste URL from holdings record into web browser to view resource
+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/1g8Y0TCf8CB7Hj3KH3FCD1l46X-ZU01i4xOInG4sttH4/edit#gid=89136537/edit#gid=0|5C In Common eResources Spreadsheet]].
-  - Evaluate MARC record for FASTCAT
+For guidance on MARC tags, indicators, and subfields, see [[https://www.oclc.org/bibformats/en.html | OCLC Bibliographic Formats and Standards]].
+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 Title to be Added to Inventory =====
+  - Look up record in FOLIO Inventory and Connexion.
+  - Copy and paste URL from holdings record into web browser to view resource and make sure you can get to the eResource
+  - Note down the OCLC number for the record you select. This OCLC record needs to have information in English or 'eng' as the Language of cataloging.
 ===== For e-books make sure the fixed field form is for BOOKS =====
@@ Line 11: / Line 25: @@
 **BLvl** Bibliographic Level is coded m for monograph
-**Form** ‘o’ (online) or an ‘s’ (electronic)
+**Form** ‘o’ (online)
@@ Line 18: / Line 32: @@
 In the fixed fields check to make sure:
-**Form** ‘o’ (online) or an ‘s’ (electronic)
+**Form** ‘o’ (online)
 **BLvl** Bibliographic Level is coded:
@@ Line 34: / Line 48: @@
 ===== Accurate title and statement of responsibility: =====
-** 245 A** Title
+Ensure your record has the correct titles (variants titles), subtitles, and a Statement of Responsibility (Author) – If there is a statement of responsibility for the resource make sure it is accurate in the record.
- **245 B** Subtitle
-**245 H** $h [electronic resource] (This will be between subfield A and B, or after subfield P or N)
-** 245 C** Statement of Responsibility (Author) – If there is a statement of responsibility for the resource make sure it is accurate in the record.
 ===== Accurate information for: =====
@@ Line 48: / Line 54: @@
 **250** Edition statement: - If present in the record check the 250 field to help identify matching editions.
-**260 A** Place of publication
+**264 ** Publication information (includes place, publisher and date of publication) (Check OCLC Bib Formats for indicators and subfield information)
-**260 B** Publisher (may contain abbreviations)
-**260 C** Date of Publication
 **300** Physical Description: If the resource has pagination make sure it is accurate in the record
@@ Line 58: / Line 60: @@
 **362** (For continuing resources only): check 362 field for accurate Dates of Publication
-**538** “Mode of access: World Wide Web.”
+**RDA records should have the following 3xx fields:**
+**336**  text ǂb txt ǂ2 rdacontent. [[https://www.loc.gov/standards/valuelist/rdacontent.html | RDA Content term and code list]]
+**337**  computer ǂb c ǂ2 rdamedia. [[https://www.loc.gov/standards/valuelist/rdamedia.html | RDA media term and code list]]
+**338**  online resource ǂb cr ǂ2 rdacarrier. [[https://www.loc.gov/standards/valuelist/rdacarrier.html | RDA Carrier term and code list]]
-**6XX**   Subject At least one subject must be present unless it is a book of literature.  Do not evaluate, edit or check any subject entry.
+**6XX**   Subject At least one subject must be present unless it is a book of literature.
 **1XX or 7XX**   Author/editor
 If a person is named in 245$C, either a 1XX or 7XX entry must be present in the record.
-Do not evaluate, do not create addition entries, do not evaluate for main entry.
-===== Overlay/export record to Aleph =====
+===== Content below is being reviewed =====
+=== 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!)
@@ Line 73: / Line 83: @@
 Search OCLC and overlay a better record if record is not up to FASTCAT standards.
-For free internet resources, just export the record to Aleph.  There won't be an existing bib to overlay.  (Don't forget to move the URL from the bib to the holdings record in Aleph after you export the record!)
+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 9XX fields ===
 Add 910 with initials and date
@@ Line 83: / Line 93: @@
 Add 928 AUTHORITY
-Add 930 OCLC
+=== Item records: ===
-===== Item records: =====
-**For free internet resources you will need to add an item record.  For licensed e-resources you will just need to double check the coding.**
 Make sure the item record is coded properly:
@@ Line 98: / Line 104: @@
 Collection = UWWW
-Material type = choose ejournal, ebook, website or whatever is most appropriate
+Material type = choose ejournal, ebook, datab or whatever is most appropriate
 Item status = 04 Internet
-For free e-resources code statistic field 09 for e-free in tab 3
-===== Holdings records: =====
+=== Holdings records: ===
+Make sure that the call number is set to the phrase "Online".
+- Other Schema
+- Online
-**For free internet resources you will need to add a holdings record.  For licensed e-resources you will just need to double check to make sure the holdings record looks okay.**
+Make sure the **856** field is in the holdings record and not in the bib.  Indicators should be 40.
-Make sure the **856** field is in the holdings record and not in the bib.  Indicators should be 40 or 41.
+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=
-If there is a call number in the holdings record delete it
+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:
+Subfield z should say: **UMass: Link to resource**
-UMass: Connect to this title (for licensed e-resources)
+For an additional copy of a purchased e-resource:
-Connect to this title (for free e-resources)
+__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)
-For e-journals – make sure there is an accurate **866** field for holdings
+__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
-===== Fill out Statistics sheet =====
-Use the Statistics sheet for Media and E-Resources.
+//[[mbergin@umass.edu|Primary contact: Meghan Bergin]]//