Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July...
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Transcript of Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July...
![Page 1: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/1.jpg)
Passport to ConnexionUnion Listing
vs.Local Holdings Maintenance
SIGALO/OKULS Joint MeetingJuly 28, 2006
Dana Belcher, Asst Library DirectorEast Central University
![Page 2: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/2.jpg)
Death of Passport
• Ended in February 2006• Tutorials available after migration• Migration not completely
successful• No time to experiment, create
standards before migration• Apologies to membership
![Page 3: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/3.jpg)
Migration Problems
• $n caused migration woes• Summary statement in LHR taken
from the SIHD of LDR• SIHD only recorded PAPER holdings• $n microform and other holdings
placed in subfield z of 852 in LHR
• Need for new standards
![Page 4: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/4.jpg)
SIHD $n in LDR
LHR Migration
![Page 5: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/5.jpg)
Migration Implications
• Summary statements need to be updated• Train ILL to click on summary link to
see entire LHR
• Using paired 853/863 summary instead of 866 or 852 $z• Training available for cost (cheap thru
SIGALO)• LOC manual available online
![Page 6: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/6.jpg)
New Standards• Continue use of one bib record (paper –
unless never published in that format)• Continue to report at institution level – ANSI
standard level 3 (see Leader in LHR)• For future migrations, paired 853/863
summary makes most sense• Eliminates crowded, uncoded 852 $z• Increases the number of LHRs• Does not eliminate the use of 866
• 866 Textual holdings used only if 853/863 not adequate enough to describe holdings
(i.e., 866 1 $8 0 $a 1-86 (1941-1987) $x bound in 2 v. per year $z Some issues missing
![Page 7: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/7.jpg)
Displaying the LHR
• From the initial Connexion search, click on the ”Show Local Holdings if Single Record Found” box
• From the bibliographic record• Click on Display Local Holdings in the
View drop down menu• Select the type of holdings then click
on Display Local Holdings
![Page 8: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/8.jpg)
Display Local Holdings
- may or may not be enough information to make a decision- click on Summary link to see more
![Page 9: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/9.jpg)
Local Holdings Record- LHR view from summary link
![Page 10: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/10.jpg)
LHR Elements
• Summary• records complete, or institution-level,
holdings for all formats• Summary is identical for all LHRs on
same bibliographic record
• Leader• Cannot edit directly – must expand
field by clicking on the + sign
![Page 11: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/11.jpg)
Leader
![Page 12: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/12.jpg)
Field 007 - Physical Description Fixed Field
![Page 13: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/13.jpg)
Field 008 - Fixed-Length Data Elements
![Page 14: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/14.jpg)
Field 008 - Bytes
• [06] -> LDR SIHD $e- currently received, etc.• [07] is new - free, gift, purchase, etc• [12] -> LDR SIHD $f – retention• [16] -> LDR SIHD $g – completeness• [20] is new – ILL lending information
• Will lend• Will not lend
• [21] is new – ILL reproduction information• Will reproduce• Will not reproduce
![Page 15: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/15.jpg)
Field 852 - Location
• Click Action drop down to add, delete, or move lines• $z -> LDR SIHD $n
• New standard – use to indicate format (i.e., microfiche, microfilm, electronic, etc.). This is also coded in field 007 byte [00]
![Page 16: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/16.jpg)
Paired Fields 853/863
• If you have one, you must have the other
• 853 provides captions and patterns information• v., no., etc.
• 863 provides enumeration and chronology information• 1-, 4-7• 1980-, 1999-2004
• Training provided by SIGALO in November 2005
![Page 17: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/17.jpg)
Field 853 - Captions and pattern, basic bibliographic unit
• $a and $i are the captions and patterns for information placed in field 863
• $8 links to $8 in field 863• Whole number beginning with 1• Can have 1 853 linking to multiple 863s• Create new 853 when caption/pattern changes - $8
would increment by 1
![Page 18: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/18.jpg)
Field 853 Enumeration/Chronology Captions• 1st level of enumeration
• v.• no.• new ser.
• 1st level of chronology• (year)• (season)• Use () so caption doesn’t display
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Field 853 Caption Examples
853 33 $8 1 $a v. $i (year)853 33 $8 1 $a v.853 33 $8 1 $a (*) (no caption
exists)853 01 $8 1 $a ser.5:v. $i (year)853 03 $8 1 $a (year) or853 03 $8 1 $a (*) $i (year)
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Field 863 - Enumeration and Chronology, Basic Bibliographic Unit
• Ind1 – OK standard is level 3• $8 links to $8 in field 853• You can have multiple 863s linked to one 853
• 1.1 links to $8 1 in field 853• .1, .2, .3, etc. determines how 863s will display
• Multiple 863s used when you have breaks− Gaps− Non-gap breaks
![Page 21: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/21.jpg)
Field 863 Enumeration/Chronology Data• Data corresponds to field 853 subfields• 853 … $a (v.) $i (year)
• 863 …$a 1-20 $i 1980-2000• 863 …$a 55- $i 1975-
• 853 … $a (*)• 863 …$a 177-
• 853 … $a (*) $i (year)• 863 …$a 6- $i 1988-
• 853 … $a (year)• 863 …$a 1988
![Page 22: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/22.jpg)
Real Life Examples
![Page 23: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/23.jpg)
Problems
• Summary does not match institutional holdings
• 007 physical description not coded• $n from LDR now in $z of 852 – will
cause problems in future OCLC upgrades
• 853/863 coded for hardcopy only – need additional LHR for microfiche
![Page 24: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/24.jpg)
Summary – Paper LHR
• Summary reflects only hardcopy holdings – update to include all institutional holdings
• Summary should read:v.124-v.151(1980-1999)+current two years
![Page 25: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/25.jpg)
Leader – Paper LHR
![Page 26: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/26.jpg)
007 Physical Description – Paper LHR• Default is ZU – both unspecified• Use drop downs to code
• Change [00] to t – Text (for hardcopy)• No need to change [01]
![Page 27: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/27.jpg)
008 Fixed Length Data Elements – Paper LHR - before
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008 Fixed Length Data Elements – Paper LHR - after
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852 Location – Paper LHR before
• Ind 1 & 2 designate a call number – optional
• $a system supplied
• $b sublocation
• $t copy number – leave at default or delete
• $z Public note related to location – elaborate on 007[00] –instead of deciphering code, insert note “Paper”, “Microfiche”, etc. as well as other public notes
![Page 30: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/30.jpg)
852 Location – Paper LHR after
• 853/863 correct
•LHR (Paper) complete
•Use “derive new record” for MF LHR
![Page 31: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/31.jpg)
Microfiche 007
![Page 32: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/32.jpg)
Microfiche LHR
Displays in all holdings except institutional
Displays in institutional holdings
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Sales & Marketing MngtDual LHRs/One Bib
![Page 34: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/34.jpg)
Child Welfare
• Summary doesn’t reflect microfiche holdings
• 007 & 008 not coded completely
• 852 needs updating
• 853/863 correct for paper holdings w/gap
• Need new LHR for microfiche
![Page 35: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/35.jpg)
Child Welfare Paper LHR
![Page 36: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/36.jpg)
Child WelfareDual LHRs/One Bib
![Page 37: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/37.jpg)
Child WelfareGroup Summary Display
![Page 38: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/38.jpg)
Child WelfareInstitutional Summary Display
![Page 39: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/39.jpg)
Good News and Good News• OCLC says Oklahoma is one of the most
active states for union listing• This does not have to be done
tomorrow, but a project that never ends – what else is new in serials : )
• OKULS is dedicated to having a great union list• Standards/guidelines provided• Training available• Dedicated membership
![Page 40: Passport to Connexion Union Listing vs. Local Holdings Maintenance SIGALO/OKULS Joint Meeting July 28, 2006 Dana Belcher, Asst Library Director East Central.](https://reader036.fdocuments.us/reader036/viewer/2022070306/55164ee5550346b2068b580c/html5/thumbnails/40.jpg)
Resources
OKULS Website – best to just google OKULS
OCLC Local Holdings Maintenance Tutorials http://www.oclc.org/support/training/localholdings/tutorial/
MARC 21 Concise Format for Holdings Data
http://www.loc.gov/marc/holdings/