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e-resources_cataloging_-_fastcat_standards [2014/09/30 15:37]
mbanach
e-resources_cataloging_-_fastcat_standards [2020/11/23 13:15] (current)
mbanach
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 ====== E-Resources Cataloging - FASTCAT Standards ====== ====== E-Resources Cataloging - FASTCAT Standards ======
  
-===== Guidelines for Open Access Resources ​=====+====== ​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]].
  
-In general we will catalog any open access resource that is scholarly in nature and has a record available to download from OCLC. We will also do original cataloging for open access resources ​that are scholarly in nature and are in some way affiliated ​with UMass Amherst or the Five Colleges.+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.
  
-Access will be provided through the following discovery tools: +For more guidance on metadat quality, go to [[e-resource_record_quality_checklist|E-resource record quality checklist]]
-  * Aleph catalog +
-  * WorldCat Local catalog +
-  * SFX for e-journals if there is a target available +
-  * Database Locator for selected databases ​+
  
  
-===== Workflow ​for Open Access ​Resources =====+===== FastCat Instructions ​for Licensed E-Resources =====
  
- +  ​- Look up record in Aleph and Connexion. ​
-  * Free internet resources are chosen by selectors and others, who fill out an online "​Request for cataloging free internet resources"​ form:  +
- +
-https://​docs.google.com/​forms/​d/​1M_6__F1CcrvK99Qt768y9olYYXUy_BE1iEZCl8nhjgU/​viewform +
- +
-  * The forms go to the electronic resources cataloger in BAMU.  +
- +
-  * If the resource is a journal do not catalog it.  Instead pass it on to the electronic resources librarian who will check to see if the title can be activated in SFX and cataloged with a MARCit record. +
- +
-  * If the resource is a database, the form should also be passed on the person in charge of adding databases to the Database Locator after it has been cataloged. +
- +
-  * Do we need to do something with the WorldCat Local Knowledge base? +
- +
-  * After these steps have been completed notify the selector via email that the resource was cataloged. +
- +
-===== FastCat Instructions ===== +
- +
-  ​- 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.) ​+
  
   -  Copy and paste URL from holdings record into web browser to view resource   -  Copy and paste URL from holdings record into web browser to view resource
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 **BLvl** Bibliographic Level is coded m for monograph **BLvl** Bibliographic Level is coded m for monograph
  
-**Form** ‘o’ (online) or an ‘s’ (electronic)+**Form** ‘o’ (online) ​
  
  
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 In the fixed fields check to make sure: In the fixed fields check to make sure:
  
-**Form** ‘o’ (online) or an ‘s’ (electronic)+**Form** ‘o’ (online) ​
  
 **BLvl** Bibliographic Level is coded: **BLvl** Bibliographic Level is coded:
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  **245 B** Subtitle  **245 B** Subtitle
- 
-**245 H** $h [electronic resource] (This will be between subfield A and B, or after subfield P or N).  RDA records will not have $h [electronic resource]. 
  
 ** 245 C** Statement of Responsibility (Author) – If there is a statement of responsibility for the resource make sure it is accurate in the record. ** 245 C** Statement of Responsibility (Author) – If there is a statement of responsibility for the resource make sure it is accurate in the record.
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 **338** ​ online resource ǂb cr ǂ2 rdacarrier **338** ​ online resource ǂb cr ǂ2 rdacarrier
  
-**538** “Mode of access: World Wide Web.” +**6XX** ​  ​Subject At least one subject must be present unless it is a book of literature.  ​
- +
-**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.+
  
 **1XX or 7XX**   ​Author/​editor ​ **1XX or 7XX**   ​Author/​editor ​
  
 If a person is named in 245$C, either a 1XX or 7XX entry must be present in the record. ​ If a person is named in 245$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 ===== ===== Overlay/​export record to Aleph =====
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 Search OCLC and overlay a better record if record is not up to FASTCAT standards. 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!
  
  
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 Add 928 AUTHORITY ​ 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: Make sure the item record is coded properly:
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 Collection = UWWW  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 Item status = 04 Internet
  
-For free e-resources code statistic field 09 for e-free in tab 3  
- 
-For paid e-resources add item statistic 01 for purchase 
  
 ===== Holdings records: ===== ===== Holdings records: =====
  
-**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 or 41.+Make sure the **856** field is in the holdings record and not in the bib.  Indicators should be 40.
  
-Licensed resources ​should ​have a silk prefix ​so off campus users can connect ​to the proxy server The silk prefix is: +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= ​
-http://​silk.library.umass.edu/​login?​url= ​+
  
 The URL to the resource should follow the silk prefix so together it would look like this: 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 http://​silk.library.umass.edu/​login?​url=http://​next.srds.com
  
-Free e-resources do not need silk prefixes in the URLs. 
- 
-If there is a call number in the holdings record delete it 
  
 Subfield z should say:  Subfield z should say: 
  
-UMass: ​Connect ​to this title (for licensed e-resources) +UMass: ​Link to resource
- +
-Connect to this title (for free e-resources) +
- +
-For e-journals – make sure there is an accurate **866** field for holdings +
  
-===== Fill out Statistics sheet ===== 
  
-Use the Statistics sheet for Media and E-Resources. 
  
-//[[mbanach@library.umass.edu|Primary contact: Meghan Bergin]]//+//[[mbergin@umass.edu|Primary contact: Meghan Bergin]]//
e-resources_cataloging_-_fastcat_standards.1412105856.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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