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e-resources_cataloging_-_fastcat_standards [2014/09/30 15:40]
mbanach [Fill out Statistics sheet]
e-resources_cataloging_-_fastcat_standards [2021/05/10 14:56] (current)
annk
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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. +Subfield z should say: **UMass: ​Link to resource**
- +
-If there is a call number in the holdings record delete it +
- +
-Subfield z should say:  +
- +
-UMass: ​Connect ​to this title (for licensed e-resources) +
- +
-Connect to this title (for free e-resources) +
- +
-For e-journals – make sure there is an accurate **866** field for holdings+
  
 +For an additional copy of a purchased e-resource:
  
-===== Fill out Statistics sheet =====+__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)
  
-Use the 910 field to record ​statistics. [[910 Formatting]]+__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
  
-===== Open Access Resources ===== 
  
-Notify the selector via email that the resource was cataloged. 
  
-//[[mbanach@library.umass.edu|Primary contact: Meghan Bergin]]//+//[[mbergin@umass.edu|Primary contact: Meghan Bergin]]//
e-resources_cataloging_-_fastcat_standards.1412106044.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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