Summit: The Union Catalog

Nancy Nathanson, Resource Sharing Program Managernnathans@uoregon.edu (541) 346-1860

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A popular and growing service

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387,433

358,175324,516

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50,000

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350,000

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FY98 FY99 FY00 FY01 FY02 FY03 FY04 FY05 FY06 FY07

Orbis

Cascade

Summit

Grad27%

Faculty19%

Undergrad48%

Staff6%

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• A very big catalog: a single virtual library for all patrons

• Acquisitions, Collection Development, Cataloging !!

• Reference !!

• and requesting too

Union catalog

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• combined contents of local catalogs

• merged records

• continuously updated

• catalog of first choice

• backup system

Union catalog(continued)

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Holdings for one or several members

The bibliographic record: describes all copies special, local notes are not

included

Union catalog = a single master record

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Call number information is not in the bibliographic record

Classification number searching is like subject searching

Name and subject authority records are not available

Special considerations

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o Limiting by material type is good but not perfect

o Some local administrative information is not stored in the union catalog (such as price and cancellation information)

Special considerations(continued)

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Chemeketa catalog main menuWebOPAC

Chemeketa staff search menu --

character-based (“telnet”)

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Pass-through searching: local index to “same” in Summit

local catalog Summit

Keyword Keyword

Author Author

Genre Genre/Form

Govt.Doc. Govt.Doc. #

Control no. OCLC/Sys #

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add a button to repeat search in Summit

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Keyword pass-through searching from local to union

catalog

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Pass-through searching:local index to “best fit” in Summit

local catalog Summit

Journal/Magazine Keyword?

Series Title Title

Standard # Other No.

Subject Subject, L.C.

Call no. Dewey classification

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pass-through search to broader index

ISBN/ISSN (Standard no.)

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pass-through search to narrower index

Chemeketa Call No.

to Summit Dewey

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limit by material type: pass-through retains limit

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pass-through search retains limits

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Pass-through searching:no pass through from local index

local catalog Summit

Author/Title

Course Reserves

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Pass-through searching:to narrower index(es)

Building and Maintaining the Union Catalog

Nancy Nathanson, Systems Manager

nnathans@uoregon.edu (541) 346-1860

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Local sites send records to the union catalog

Building the database

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1. “First in”2. National

encoding level code (completeness & accuracy)

3. Consortium priority code

Selecting the master record

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020 069704391

AUTHOR Wankleman, W

TITLE Arts and crafts

PUBL Dubuq, Brown, 1989

001 25469872

008 .. .. .. .. .. .. 001 0 eng dnam a

020 069704391

050 LB1537|b.W3 1989

100 10 Wankleman, Willard F.

245 10 Arts & crafts

260 Dubuque, Iowa : W. C. Brown, 1989

300 xii, 327 p.: ill. ; 24 cm.

500 Includes index.

650 Creative activities and seat work.

740 Arts and craftsSOUorder

UPSitemorder

Selecting the master record

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record integrity is safeguarded

“Record ownership”(master bibliographic record is controlled by the contributing library)

No over-writing, changing, or deleting by other libraries, or by Alliance staff.

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all the records go to Summit and display to Alliance patrons, except …

• records for materials that aren’t yours: coded for "non-contribution"

• records suppressed from public display locally: also suppressed in Summit

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suppressed record (item withdrawn)

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suppressed records

Y=Yes, suppress (recognized code from local record coming to Summit)

|f=item statuscode <w>=Withdrawn

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Summit

Summit maintains

links with all the local sites

continuous polling

real timereal time updating over the Internet

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for example:– receiving order, status now "in process"– updating bib. record, such as author heading

update, completing contents note for multi-vol. set– changing item status from 'at bindery' to 'available'

Local sites automatically send updates to the central machine

Maintaining the database

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Bibliographic record comes to union catalog; institution records are linked to bib record.

item

order

itemCentral Wash.

orderitem, cop.1item, cop.2

Linfieldorder

Western Oregonorderitem, cop.1

local bib.recordunion catalog

bib.record

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Summit also asks local sites for information

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example: one site deletes its bib. record, so Summit needs to find a replacement bib. record …and Summit asks another site to send a bib. record

L&Corderitem, cop.1item, cop.2

Western Oregonorder

OITitem, cop.1

Central Wash.orderitem, cop.1item, cop.2

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Searching Summit: Staff

See all records, including suppressed records

Use public menu search options plus

OCLC # 257080

union catalog record # .b23897054local record #s 9osu0.b2389705

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“on order” and displayed

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on order but suppressed example

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suppressed record

Y=Yes, suppress (recognized code from local record coming to Summit)

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suppressed record (on order)

B18153197 BIBLIOGRAPHIC Information LANG: eng LOCATION: law BIB LVL: m BCODE3: n

SKIP: 0 CAT DATE: 07-14-04 MAT TYPE: a COUNTRY: oru

CALL # KFO2731.A75 E46 2004

TITLE 2004 annual employment law update : course materials from the

June 11, 2004 program in Portland

PUB. INFO. Portland, OR : Oregon Law Institute of Lewis & Clark Law School,

2004

O213651x ORDER Information

ACQ TYPE: p CODE2: - ODATE: 06-22-04 BLOC: b

LOCATION: lmain CODE3: - ORD NOTE: - STATUS: a

CDATE: - - CODE4: - ORD TYPE: f TLOC: -

CLAIM: - E PRICE: $49.00 RACTION: - VENDOR: oli

COPIES: 1 FORM: b RDATE: 06-22-04 LANG: eng

CODE1: - FUND: none RLOC: b VOLUMES: 0

INT. NOTE Invoice date: 06/17/04

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Searching Summit: Staff

Not available in WebOPAC

Start in union catalog (not pass-through)

telnet. login:

Staff Main menu

toggle between Staff and Public: (*)

<>

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Staff view

B40032073 BIBLIOGRAPHIC InformationLANG: eng LOCATION: 9ore0 BCODE1: a BCODE3: NSKIP: 0 CAT DATE: 11-16-98 BCODE2: a COUNTRY: oru001 39152617008 980520s1998 oruab s000 0 eng dnamIa040 OSO|cOSO|dORU245 00 Deschutes River campground260 [Salem, Or.] :|bOregon State Parks,|c[1998?]300 1 sheet :|bill., maps ;|c42 x 35 cm. folded to...500 Title from front panel650 0 Camp sites, facilities, etc.|zOregon|zWasco ...710 1 Oregon.|bState Parks and Recreation Dept945 9ore0|bb2821815|ci5240945|o1|sN945 9wos0|bb1165182|ci5243459|sN

“LOCATION”=owner of master bib. record

institution record linking fields

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Staff view

B40032073 BIBLIOGRAPHIC Information TITLE Deschutes River campground PUBLISHER [Salem, Or.] : Oregon State Parks, [1998?]

Summary of Attached Records INSTITUTION 1 > LOCATION: 9ore0; IFIELD=i3247203 0 dpa-o P.4C15:Deschut 1 - N

INSTITUTION 2 > LOCATION: 9wos0; IFIELD=i1282549 5 mmaps OR P .4C15:Des...

institution records linked to bib. record

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Staff view

B40032073 BIBLIOGRAPHIC InformationTITLE Deschutes River campgroundPUBLISHER [Salem, Or.] : Oregon State Parks,

[1998?]

I52409454 INSTITUTION InformationLOCATION: 9ore0948 o747879|bg|coruq |f1 copy in process|p |sN949 i3247203|b0|cdpa-o|eP.4C15:Deschut|w1|f-|sN

one institution record

949=item field: local record #, itype, loc, call no., copy, status, suppression (NO)

948=order field: local record #, loc, status, etc.

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www.orbiscascade.org/staffhome

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• A huge catalog. Various coding and cataloging practices might influence results.

• Additional records and information available to staff

Union catalog

Nancy Nathanson, Resource Sharing Program Managernnathans@uoregon.edu (541) 346-1860