Moulen batch loadingebookspdf

A presentation for the Ex Libris Northeast User Group

October 27, 2011

Beth Brennan, Metadata Systems Librarian

Christine Moulen, Library Systems Manager

Two different times working groups determined the single record approach was better for users

We have a few exceptions, but policy is to add additional formats to existing catalog records

E-book explosion meant we now needed a way to do it via batch loading

Batch loading e-books | ENUG 2011

Developed in cooperation with e-books cataloger, now departed

Start with our basic load script structure

Identify match points and merge preferences

Use Aleph services when possible

Create scripts for additional matching

Create scripts to build merge file


Run an Aleph fix over all records to clean up URL note subfields, and indicators

Add local 956 URL if needed

Delete URLs that don't match expected pattern for this package

Flag and report records with no URL


Most records are coming from OCLC, but separate records often exist for print and e versions of the same title

Attempt match anyway (035 and 776 fields)

If matched, check incoming URL against existing. No need to load if we already have this URL ◦ If URL is new, move to overlay file


Not all e-book records are from OCLC, so try other matching

Attempt a title match (?!)

Follow up title matching with publisher check


Match incoming 245 $$a$$b against title headings index

Report system number, 035, and publisher of multi-matched records

Export uniquely matched records for additional comparisons

Unmatched records load as new


Check for 245 $$n and $$p in matched records, both incoming and existing. Report if found. (may be serial or added volume)

Check whether existing matched records are from certain packages, on order, or suppressed records. (load as new)


Compare 260 $$b 533 $$c (pub) Compare 260 $$c 533 $$d (date) Compare 260 $$b$$c 260 $$b$$c

Load as new if no match on publisher or date

Overlay if matched on both publisher and date


Export all records to be overlaid, including PST (virtual location tag)

Check for 006 ◦ If found in exported record, remove tag from

load file

Check for NET holdings ◦ If found in exported record, remove 949 tag

from load file. ◦ If not found, change 949 to 959

Check for format SE ◦ move to load as new


Build a new 776 tag from 035

Correct indicators on all 776, 856 and 956 tags


New ◦ All unmatched records, or otherwise determined

to be new

◦ Build NET holdings (our sublibrary for e-resources) from 949 tag

Overlay ◦ Load/Merge only 006, 776, 856, 946, 956, 959

into existing records

◦ Build NET holdings from 959 tag


Report out any rejected records to catalogers

Report matched "on order" records to acquisitions

Report matched serial records to catalogers


Contact us Beth Brennan [email protected]

Christine Moulen [email protected]


mailto:[email protected]

mailto:[email protected]

Please note that the PDF version of these slides contains an attachment

This text file has additional technical detail on some steps, including Aleph tables and service parameters


Technology

Moulen batch loadingebookspdf