Passport to Connexion

1
Passport to Connexion

• Union Listing
• vs.
• Local Holdings Maintenance
• SIGALO/OKULS Joint Meeting
• July 28, 2006
• Dana Belcher, Asst Library Director
• East Central University

2
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

3
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

4
SIHD n in LDR
LHR Migration
5
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

6
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

7
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

8
Display Local Holdings- may or may not be
enough information to make a decision- click on
Summary link to see more
9
Local Holdings Record- LHR view from summary link
10
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

11
Leader
12
Field 007 - Physical Description Fixed Field
13
Field 008 - Fixed-Length Data Elements
14
Field 008 - Bytes

• 06 -gt LDR SIHD e- currently received, etc.
• 07 is new - free, gift, purchase, etc
• 12 -gt LDR SIHD f retention
• 16 -gt 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

15
Field 852 - Location

• Click Action drop down to add, delete, or move
  lines
• z -gt LDR SIHD n
• New standard use to indicate format (i.e.,
  microfiche, microfilm, electronic, etc.). This
  is also coded in field 007 byte 00

16
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

17
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

18
Field 853 Enumeration/Chronology Captions

• 1st level of enumeration
• v.
• no.
• new ser.
• 1st level of chronology
• (year)
• (season)
• Use () so caption doesnt display

19
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.5v. i (year)
• 853 03 8 1 a (year) or
• 853 03 8 1 a () i (year)

20
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

21
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

22
Real Life Examples
23
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

24
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

25
Leader Paper LHR
26
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

27
008 Fixed Length Data Elements Paper LHR -
before
28
008 Fixed Length Data Elements Paper LHR - after
29
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 00700 instead of deciphering code,
  insert note Paper, Microfiche, etc. as
  well as other public notes

30
852 Location Paper LHR after

• 853/863 correct
• LHR (Paper) complete
• Use derive new record for MF LHR

31
Microfiche 007
32
Microfiche LHR
Displays in all holdings except
institutional Displays in institutional holdings
33
Sales Marketing MngtDual LHRs/One Bib
34
Child Welfare

• Summary doesnt reflect microfiche holdings
• 007 008 not coded completely
• 852 needs updating
• 853/863 correct for paper holdings w/gap
• Need new LHR for microfiche

35
Child Welfare Paper LHR
36
Child WelfareDual LHRs/One Bib
37
Child WelfareGroup Summary Display
38
Child WelfareInstitutional Summary Display
39
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

40
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/

41
Trainers Information

• Dana Belcher
• East Central University
• Linscheid Library
• dbelcher_at_ecok.edu
• 580-310-5564