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marcit_record_loads [2009/08/28 15:18]
cturner
marcit_record_loads [2022/05/16 19:33] (current)
jeustis
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-====== ​MARCIt Record Loads ======+====== ​PAGE OUTDATED ARCHIVED ​======
  
-The following is the general process for adding bibliographic records generated by the SFX/MARCIt! service to the catalog. These are CONSER records for serials the library offers through individual or package subscriptions,​ database aggregators,​ or open access.+=== MARCIt ​Record Loads ===
  
-  * On a bi-monthly basis Mike Allard generates MARCIt! ​records ​using the MARCIt! ​Tool within ​the SFX Admin CenterGenerally MARCIt contains ​CONSER records for serials, ​but there are some exceptions, such as the Oxford Reference Online Premium Collection. SFX active targets with non-serial objects should be de-selected from the MARCIt load.+The following is the general process for adding bibliographic ​records ​generated by the SFX/MARCIt! ​service to the catalogThese are approximately half CONSER records for serials ​offered by the library through individual or package subscriptions where availablebrief records for non-CONSER journals supplied by the SFX system, database aggregators,​ or open access
  
-  * Mike loads the MARCIt ​file into Aleph. A script adds item and holdings ​records, moves the 856 field from the bib to the holdings, and notes+  * Upon request from someone in Acquisitions,​ Lucy deGozzaldi generates ​MARCItrecords ​using the MARCIt! Tool within ​the SFX Admin Center. 
-       ​"**Deletes**" ​existing ​MARCIt records in Aleph which are not in the current load file. These get an additional 035-9 field with "​UMZZZ+SFXID"​ in it. They are also suppressed. +  * Several changes are applied ​to the bib records through a scriptin preparation for loading ​and management in our catalog through Aleph Services. 
-       * "**Duplicates**" ​two existing ​MARCIt records with the same SFX ID in the 035-9 field. These are rare now, as they have been "​cleaned up." +  * The following files are created through Aleph Services/​Load Records/​Check Input File Against Database (manage-36)
-       * "​**Revisions**"​ - existing MARCIt records which have been revised ​and overlaid. This report also notes which records have multiple 856 fields in the holdings record. +    ​- ​**New** - MARCIt! records being added to our database for the first time. 
-       * "​**New**"​ - records which have been added for the first time.+    - **Updated** - MARCItrecords ​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.
  
-  * Mike generates spreadsheets with "​deletes"​ and "​non-SFX urls" (from the revisions report), puts them in Coll_Management:\Acquisitions\MARCIt,​ and sends a message to eleres with filenames. E-resources staff reviews: +//NOTE Bibs earmarked for deletion will have "umzzz" in a 035-9 field These can occur in both the **new** or **updated** files.//
-       * "​deletes"​ to confirm that a.) they are not currently active in SFX or b.) don'​t ​have an active order record attached and are awaiting pending activation. Either ​"delete" ​or "do not delete"​ is added in a notes column for each title/​record. +
-       * "non-SFX urls" to remove the non-SFX url in most cases, UNLESS it provides additional access at a host not available as an SFX targetThis should be noted in the z subfield.+
  
-  * After completing ​review, e-resources staff notifies Mike who then finalizes ​the record ​deletes ​as noted.+  * 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.
  
-The processes for generating bibliographic records for new e-journals is described in [[EJournals - Adding New Titles (MARCIt)]]. 
  
  
marcit_record_loads.1251472711.txt.gz · Last modified: 2019/01/07 17:20 (external edit)
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