batch load e-records: tips, tricks and lessons
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Batch Load E-records: Tips, Tricks and Lessons
Lixia ZhaoElectronic Resources Cataloging Librarian
University of Arkansas at Little Rock
E-book MARC Records from
Vendor-supplied OCLC
Since December 2009Netlibrary
Springer (every other month)
Ebrary (unsubscribed since 2009)
Oxford
Gale
Taylor & Francis
Coutts
Challenges of Vendor-supplied Records
Generic records◦ No detailed subject headings◦ Inconsistent authority control◦ Incorrect/incomplete MARC records◦ Not provider neutral
URLs ◦ Not stable◦ Invalid ◦ No URLs
Duplication
Changes Needed for OCLC’s Records
Add proxy string
URLs ◦Remove multiple links occasionally
◦Edit 856 |z field
Process of Batch Loading
• Download from OCLC
• Download from Vendor Website
Download Records
• Edit records in MarcEdit
Preload • Batch load records to ILS
Batch Load
Batch Process Records in MarcEdit
View records and count fields (especially 856 fields)
Identify syntax errors (using “Validate” function)Customize URLs
oDelete invalid URLs/restricted URLsoDelete URLS not linked to full textoAdd proxy stringsoEdit subfield z information
Add local information if necessaryEdit match point for record loading as “alpha
numeric vendor control number in MARC 001” (this step is no longer necessary)
Post Load Clean-up
• Global update
Global update(occasional)
• Check URLs
URL Checker• Check
duplicate records
Heading Reports
Tips, tricks, and Lessons
Tip 1: Error Log
Got message : NUMBER OF INPUT RECORDS - 2 NUMBER OF ERRORS - 4 ( use -el flag to see messages ) NUMBER OF INVALID RECORDS - 2
Solution: Step 1: add a preprocessing error log for the process "Load MARC or BIB Records (BTA)Step 2: Edit records in MARCedit
Tip 2 : Set Match Point
Set the system match point for record loading as “alpha numeric vendor control number in MARC001”
Keep MARC001 consistent
oTo avoid duplicate records
o For statistics purpose
Tip 3: URL Checker
Tip 4 : Separated Records for Print & Electronic
Simplify the work associated with cataloging
Records are more accurate
Increase the number of titles available via OPAC
Tip & Fix 1 : Wrong Link
Tip & Fix 2: Duplicate Records with Different 001
Lesson we learned
MarcEdit is a powerful tool in managing MARC records
Vendors’ records require manipulation
Vendors’ records are inconsistent in quality
E-books could be unreliable.
Still Learning…
Batch process E-book records from Netlibrary and Coutts firm order
Resources and Support
CS direct
Innovative manual #106005
Innovative manual #106008
Batch load discussion list http://listserv.vt.edu/cgi-bin/wa?A0=BATCH
Batch load wiki http://www.ibiblio.org/batch/load/index.php/Main_Page
THANK YOU
Lixia Zhao
LXZHAO@UALR.EDU
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