8 for All – 9 for “Mine” The use of 856 & 956 fields: 10-Step process for 856 to 956...

8 for All – 9 for 8 for All – 9 for “Mine”“Mine”

The use of 856 & 956 fields:The use of 856 & 956 fields:

10-Step process for 856 to 956 conversion 10-Step process for 856 to 956 conversion Examples of records for OhioLINK Examples of records for OhioLINK

InstitutionsInstitutions

Contents

Part 1: Illustration of a 10-step process for conversion

Graphic model to illustrate: Booleans to be gathered Actions to be performed on records

within the Booleans Step-by-step procedures

Contents continued

Part 2: Examples of records & displays as they will appear after the change from 856 to 956 is made

OhioLINK Resource examples Serial, E-book, Database Millennium record, Local view, Central Catalog view

Member Institution Resource examples Serial, E-book Millennium record, Local view, Central Catalog view

Multiple Means of Access examples Serial, E-book Millennium record, Local view, Central Catalog view

Important note:Important note:

No changes in procedures are No changes in procedures are needed for resources freely available needed for resources freely available to anyone and everyone using the to anyone and everyone using the Internet Internet

(In other words, continue to use the (In other words, continue to use the 856 for urls for freely available 856 for urls for freely available Internet resources)Internet resources)

Part 1

Illustration of a 10-step process for conversion

Booleans described in a 10-step process for 856/956 conversion

Step 2:OhioLINK resources

(records coded bcode3=g)

Step 3: Records that have an

additional link to a locallypurchased or leased resource

[See text description for 2 additional Booleans—steps 4-5]

Step 6E-books purchased/or leased by member

institution

Step 7:Non-OhioLINK

collections, integrating resources,

& serials

Step 8:locally purchased

or leased non-books

Step 10:Resources that

“come with” locally purchased

or leasedresources

Records for monographs With links to free

Resources

Step 1:All records with

856 fields

Step 9:Records that

have a rave & a non-rave

link

Example of Process – 10 stepsStep-by-step: Step 1

Gather the BASE BOOLEAN: A set of all records that have links

to Internet resources

Caution: For large libraries, this could be a very large set of records. Libraries may wishto put more limits in the strategy. For example, one could eliminate government documents

in order to reduce the size of the result set.

Potential Boolean strategy:Bib records that have an 856 fieldMillennium create list: type (b); field (!) 856; condition (≠); value (blank)

SAVE results

MASTER BOOLEAN

Step-by-step: Step 2

Gather a subset of records from the results of the MASTER BOOLEAN

for a set of records that have links to OhioLINK resources

Potential Boolean strategy:Bibliographic records where BCODE3 = g Millennium create list: type (b); field (BCODE3); condition (=); value (g)

SAVE results

Records representingOhioLINKresources

Change process (resubmit records to Central): •Change bcode3=g to bcode3=z•Change bcode3=z to bcode3=-


Potential Boolean strategy:Bibliographic records where at least one 856 field does not have “rave”Millennium create list: type (b); field (!) 856; condition (o); value (rave)

SAVE results

Gather a subset of records from the results of the Booleangathered in Step 2 for a set of records that have links to OhioLINK resources

and at least one other link to an individual member resource

Links to memberresource &OhioLINKresource

Step-by-step: Step 4Gather a subset of records from the results of the Boolean

gathered in Step 3 for a set of records that have links to OhioLINK resources

and at least one other link, but that exclude records for NetLibrary books

Potential Boolean strategy:Bibliographic records where at least one 856 field

does not have “NetLibrary”Millennium create list: type (b); field (!) 856; condition (o);

value (NetLibrary)

SAVE results

Links toOne rave

& one other,no NetLibrary

Step-by-step: Step 5 Gather a subset of records from the results of the Boolean

gathered in Step 4 for a set of records that have links to OhioLINK resources and at least one other link,

but that exclude recordsfor NetLibrary and Federal documents

Links toone rave

& one other,no NetLib;

no gpo

Potential Boolean strategy:Bibliographic records where at least one 856 field does not have “gpo”Millennium create list: type (b); field (!) 856; condition (o); value (gpo) Change process:

•Review each record manually. • Change 856 to 956 for locally purchases/leased resources


Potential Boolean strategy:Use local practice of coding fields to inform design of a search that breaks out paid resources.

OSU example: type (b); field (location), condition (=), value (wwb) [to identify e-books] ANDtype (b); field (bib lvl), condition (≠), value (s) [to eliminate analytics] ANDtype (o); field (eprice), condition (>), value (0) [to identify OSU paid-for e-

books]

Gather a subset of records from the results of the MASTER BOOLEAN:

For set of records for e-books that are not OhioLINK resources and

For which the member institution purchases/leases/subscribesNon-OhioLINK

“paid for”E-books

Change process:•Globally change all 856s to 956s


Non-OhioLINKcollections, integrating

resources, & serials

Gather a subset of records from the results of the MASTER BOOLEAN:

For set of records for integrating resources, and collections(that is, for all non-books that are not OhioLINK resources

Potential Boolean strategy:type (b); field (bcode3), condition (≠), value (g) ANDtype (b); field (bib lvl), condition (=), value (i) ORtype (b); field (bib lvl), condition (=), value (s) ORtype (b); field (bib lvl), condition (=), value (c)

SAVE Results


OSU purchasedor leased non-books

Gather a subset of records from the results of the Boolean gathered in Step 7 for as set of records for locally

purchased/leasednonbook resources


OSU example: type (o); field (eprice), condition (>), value (0) ANDtype (b); field (!) 856, condition (A), value (rave.ohio) ANDtype (b); field (!) 856, condition (A), value (gpo)

Change process:•Globally change all 856s to 956s•Globally change all bcode3=- to bcode3=z•Globally change all bcode3=z to bcode3=-


Records thathave a rave & anon-rave link


OSU example: type (o); field (eprice), condition (>), value (0) AND type (b); field (!) 856, condition (A), value (rave.ohio) AND type (b); field (!) 856, condition (A), value (gpo)Change process:

•Globally change all 856s to 956s•Globally change all bcode3=- to bcode3=z•Globally change all bcode3=z to bcode3=-

Gather a subset of records from the results of the Boolean gathered

in step 7 for a set of records for integrating resources, and collections

(that is, for all non-books that are not OhioLINK resources

Step-by-step: Step 10Gather a subset of records from the results of the Boolean gathered

in step 7 for a set of records for non-books (print or online) that have links to

resources that the member institution has paid for locallyNote: these are “comes with” resources

Resources that “come with”

locally purchased or leasedresources


OSU example: type (b); field (bcode3), condition (≠); value (g) [to eliminate OL resources] AND type (o); field (eprice), condition (=); value (0) [for resources that “appear” to be free] AND type (o); field (acq type), condition (=); value (c) [to identify records for online journals that are free with print and print journals that are free with online subscription]

Change process:•Globally change all 856s to 956s•Globally change all bcode3=- to bcode3=z•Globally change all bcode3=z to bcode3=-

Part 2

Examples of records & displays as they will appear after the 856/956 change is

made

ContextContext

Record examplesRecord examples Apply to records for electronic resourcesApply to records for electronic resources Are designed to aid member institutions’ Are designed to aid member institutions’

staff in using the 856 and/or the 956 staff in using the 856 and/or the 956 fields in the bibliographic recordfields in the bibliographic record

Do not illustrate changes to bcode3.Do not illustrate changes to bcode3.

OhioLINK Resource OhioLINK Resource SerialSerial

Serial in the EJCSerial in the EJC Bib record coding: BCODE3 = gBib record coding: BCODE3 = g Member institution provides no Member institution provides no

additional online versions of the additional online versions of the serial through this recordserial through this record

No change to 856 field neededNo change to 856 field needed

BCODE3=g indicating OhioLINK resource

Only access through EJC

NO CHANGE to 856 NEEDED

OhioLINK Resource – SerialOhioLINK Resource – Serial

OhioLINK Resource – SerialOhioLINK Resource – Serial Local View Local View

856 Public note appears here

OhioLINK Resource – SerialOhioLINK Resource – SerialCentral Catalog View Central Catalog View


OhioLINK Resource OhioLINK Resource E-bookE-book

E-book is an OhioLINK acquisitionE-book is an OhioLINK acquisition Bib record coding: BCODE3 = gBib record coding: BCODE3 = g Member institution provides no Member institution provides no

additional online versions of the e-additional online versions of the e-book through this recordbook through this record

No change to 856 field neededNo change to 856 field needed

OhioLINK Resource – E-bookOhioLINK Resource – E-book

BCODE3=g indicating OhioLINK resource


NetLibrary resource purchased by OhioLINK consortium

OhioLINK Resource – E-bookOhioLINK Resource – E-bookLocal ViewLocal View

856 Public note for OhioLINK NetLibrary book appears here

OhioLINK Resource – E-bookOhioLINK Resource – E-bookCentral Catalog View Central Catalog View


OhioLINK Resource OhioLINK Resource DatabaseDatabase

Database is an OhioLINK acquisitionDatabase is an OhioLINK acquisition Bib record coding: BCODE3 = gBib record coding: BCODE3 = g No change to 856 field neededNo change to 856 field needed

OhioLINK Resource – DatabaseOhioLINK Resource – Database

BCODE3=g indicating

OhioLINK resource

EBSCOhost database leased by OhioLINK consortium


OhioLINK Resource – DatabaseOhioLINK Resource – DatabaseLocal ViewLocal View

856 Public note for OhioLINK database

appears here

OhioLINK Resource – DatabaseOhioLINK Resource – DatabaseCentral Catalog View Central Catalog View


Member Institution Resource Member Institution Resource Serial Serial

Serial not in the EJCSerial not in the EJC

Only access is through local Only access is through local institution subscription/leaseinstitution subscription/lease

Serial is not in the EJC

Only access through institutionalsubscription/lease

BCODE3 ≠ g

Member Institution Resource – Serial

Member Institution Resource – Serial Member Institution Resource – Serial Local ViewLocal View


Member Institution Resource – SerialMember Institution Resource – SerialOhioLINK Central View (Institutional OhioLINK Central View (Institutional

Holdings)Holdings)

956 Public note appears in member

institution’s holdings

Member Institution Resource Member Institution Resource E-book E-book

E-book not provided through E-book not provided through OhioLINKOhioLINK

Only access is through local Only access is through local institution subscription/leaseinstitution subscription/lease

Member Institution Resource – E-book

BCODE3 ≠ g

Only access is through institution’s subscription/lease


Local View



Central Catalog View

956 Public note appears in member

institution’s holdings

Multiple Means of Access Multiple Means of Access SerialSerial

Serial in the EJCSerial in the EJC Member institution provides additional Member institution provides additional

access through purchase/leaseaccess through purchase/lease OhioLINK Central Catalog view shown OhioLINK Central Catalog view shown

(with current practice of using (with current practice of using BCode3=g)BCode3=g)

Mock up of OhioLINK Central Catalog Mock up of OhioLINK Central Catalog view (as it will appear when BCODE3=g view (as it will appear when BCODE3=g no longer used)no longer used)

Multiple Means of AccessSerial

Serial in EJC

BCODE3 = g

Member institution provides additional access through purchase/lease

Multiple Means of Access – SerialMultiple Means of Access – SerialLocal ViewLocal View

Access provided through EJC (856)

Access provided through JSTOR (956)

Multiple Means of Access – Serial Multiple Means of Access – Serial Central Catalog View – Central Catalog View – Current Current

viewview**

Member institutions provideAccess through purchase/Lease (url coded in 956 field)

Access provided throughEJC (url coded in 856 field)

*BCODE3=g overrides benefits of using 956

Multiple Means of Access – Serial Multiple Means of Access – Serial Mock UpMock Up of Future Central Catalog of Future Central Catalog

ViewView**

856 public access note EJC

956 public access note

*as it will look after Bcode3 = g no longer used

Thank you!

Prepared byTschera Harkness Connell, Ph.D.

Associate Professor and Head, Scholarly Resources Integration Dept.

The Ohio State University [email protected]

8 for All – 9 for “Mine” The use of 856 & 956 fields: 10-Step process for 856 to 956...

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