batch load e-records: tips, tricks and lessons

18
Batch Load E-records: Tips, Tricks and Lessons Lixia Zhao Electronic Resources Cataloging Librarian University of Arkansas at Little Rock

Upload: alec-terrell

Post on 31-Dec-2015

35 views

Category:

Documents


0 download

DESCRIPTION

Batch Load E-records: Tips, Tricks and Lessons. Lixia Zhao Electronic Resources Cataloging Librarian University of Arkansas at Little Rock. Vendor-supplied. OCLC. Since December 2009 Netlibrary Springer (every other month). Ebrary ( unsubscribed since 2009 ) Oxford Gale - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: Batch Load E-records: Tips, Tricks and Lessons

Batch Load E-records: Tips, Tricks and Lessons

Lixia ZhaoElectronic Resources Cataloging Librarian

University of Arkansas at Little Rock

Page 2: Batch Load E-records: Tips, Tricks and Lessons

E-book MARC Records from

Vendor-supplied OCLC

Since December 2009Netlibrary

Springer (every other month)

Ebrary (unsubscribed since 2009)

Oxford

Gale

Taylor & Francis

Coutts

Page 3: Batch Load E-records: Tips, Tricks and Lessons

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

Page 4: Batch Load E-records: Tips, Tricks and Lessons

Changes Needed for OCLC’s Records

Add proxy string

URLs ◦Remove multiple links occasionally

◦Edit 856 |z field

Page 5: Batch Load E-records: Tips, Tricks and Lessons

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

Page 6: Batch Load E-records: Tips, Tricks and Lessons

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)

Page 7: Batch Load E-records: Tips, Tricks and Lessons

Post Load Clean-up

• Global update

Global update(occasional)

• Check URLs

URL Checker• Check

duplicate records

Heading Reports

Page 8: Batch Load E-records: Tips, Tricks and Lessons

Tips, tricks, and Lessons

Page 9: Batch Load E-records: 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

Page 10: Batch Load E-records: Tips, Tricks and Lessons

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

Page 11: Batch Load E-records: Tips, Tricks and Lessons

Tip 3: URL Checker

Page 12: Batch Load E-records: Tips, Tricks and Lessons

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

Page 13: Batch Load E-records: Tips, Tricks and Lessons

Tip & Fix 1 : Wrong Link

Page 14: Batch Load E-records: Tips, Tricks and Lessons

Tip & Fix 2: Duplicate Records with Different 001

Page 15: Batch Load E-records: Tips, Tricks and Lessons

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.

Page 16: Batch Load E-records: Tips, Tricks and Lessons

Still Learning…

Batch process E-book records from Netlibrary and Coutts firm order

Page 17: Batch Load E-records: Tips, Tricks and Lessons

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

Page 18: Batch Load E-records: Tips, Tricks and Lessons

THANK YOU

Lixia Zhao

[email protected]