[OPEN-ILS-GENERAL] electronic resource cataloguing discussion
Rogan Hamby
rogan.hamby at yclibrary.net
Wed May 13 11:04:45 EDT 2015
We import records and set a specific bibsource to them. For example,
Ebrary records are bib source 101 for us. Then when Ebrary sends us a list
of items to delete I extract the titles and delete all the ebrary records
(that bib source) with that title via SQL.
On Wed, May 13, 2015 at 7:26 AM, Gordana Vitez <gvitez at niagaracollege.ca>
wrote:
> Hi everyone,
>
>
>
> Hope you are all having fun at the conference! I miss getting the chance
> to see everyone!
>
>
>
> But for those who are minding the ranch…I have a question very much
> related to the e-resource cataloguing question. For those who import large
> scale ebook marc collections (like 140000 or so) and need to pull out marcs
> that represent items that are deleted from the collection (presumably by a
> publisher pulling titles or something like that), how do you manage this? I
> have heard from other ILS users in our college consortium that they simply
> import the marcs with a “d” in the leader, which then overrides the
> pre-existing marc and then that removes the record from the catalogue.
>
>
>
> Is something so magical possible with Evergreen?
>
>
>
> Thanks!
>
> Gordana
>
>
>
> Gordana Vitez, BA (Hons), MLIS
>
> Library Services & Systems Coordinator
>
> Library & Bookstore Services
>
> Welland Campus
>
> Niagara College
>
> gvitez at niagaracollege.ca
>
> 905.735.2211 ext 7404
>
> http://www.niagaracollege.ca/library
>
>
>
> *From:* Open-ils-general [mailto:
> open-ils-general-bounces at list.georgialibraries.org] *On Behalf Of *Elizabeth
> Thomsen
> *Sent:* Tuesday, May 12, 2015 1:25 PM
> *To:* Evergreen Discussion Group
> *Subject:* Re: [OPEN-ILS-GENERAL] Open-ils-general Digest, Vol 107, Issue
> 9
>
>
>
> I just wanted to add that if you want to be able to get statistics by
> bibliographic call number range, you need to make sure these fields are
> included in your MARC records. We load records for electronic resources
> from many different vendors, and while most include the classification
> numbers, some don't or don't do so consistently. We think this kind of
> reporting is important so we recently made the inclusion of the
> classification numbers a requirement for vendor-supplied MARC records being
> loaded into our system.
>
>
>
> On Tue, May 12, 2015 at 12:24 PM, Rogan Hamby <rogan.hamby at yclibrary.net>
> wrote:
>
> That sounds about right to me and what I'd recommend from my experience.
> We've done it the way you are now and since early on Evergreen didn't
> support copy less searching the way we wanted but that's changed a lot in
> the last one to two years. If others have different experiences if love to
> hear them though. Everything we learn helps.
>
>
>
> On Tuesday, May 12, 2015, Donald Butterworth <
> don.butterworth at asburyseminary.edu> wrote:
>
> Thanks for you insights Rogan! Talking with an expert is a very helpful
> refining process.
>
> Nixing the copy/item record entirely from a bib record is certainly a
> departure from common cataloging practices, and takes some getting use to.
> But I think I'm tracking you and it sounds reasonable. Let me reflect what
> I hear you recommending as electronic resources best practices:
>
> 1. Always use an "electronic resources" bib record for each e-resource in
> your collection. Evergreen needs that kind of record to allow for
> filtering. Simply adding hot links to the print bib record will only allow
> your patrons to find the e-resource through serendipity.
>
> 2. Do not use a copy/item record for any e-resource. e.g. e-periodical,
> e-book, streaming sound recording, streaming video recording, etc.
>
> 3. Use a SQL script the employs UNION statements to gather statistics, for
> every kind of e-resource.
>
> 4. For new titles being imported into the database, and onto a purchase
> order, only include in field 962 the "holding subfields" for, price, fund
> code, and owning library. This will supply what is needed for the PO but
> will not generate a copy/item record.
>
> Am I missing anything?
>
> Anybody else want to weigh in?
>
> Don
>
>
>
> On Mon, May 11, 2015 at 8:24 PM, Rogan Hamby <rogan.hamby at yclibrary.net>
> wrote:
>
>
>
> Disclaimer: This is all just my opinion based on my own experiences with
> electronic resource records and SQL. You can politely tell me to shove it.
> :)
>
>
>
> One statement: I think you've already discovered some things that are
> leading in the right direction from what I'm reading.
>
>
>
> So, question: Do you really need to attach copies to the electronic
> resource records?
>
> I would say that you don't. You need to identify items by call number
> range, got that. And if you were using the built in reporter I would drop
> it there and say "gotcha." True, it is doable even in the reporter but
> it's more of a pain. But, you're using SQL. By using UNION statements you
> can do this on records without copies and join it to other queries to give
> you the counts you need and still have a fire and forget script.
>
>
>
> Something that may help that is using different bib sources for different
> electronic resource vendors. It's very helpful and very convenient when
> doing reports.
>
>
>
>
>
> On Mon, May 11, 2015 at 4:57 PM, Donald Butterworth <
> don.butterworth at asburyseminary.edu> wrote:
>
> Hi Rogan,
>
> We are still trying to get straight what best practices are when it comes
> to e-books.
>
> The decision has been made to add separate bibliographic records for all
> e-books, including those that are freely available and that match our print
> holdings. We started out just adding the 856 link to the print bib record,
> but that is not sufficient information for Evergreen to filter by. If a
> patron wants to search for just digital books, an "electronic resources"
> bib record is needed.
>
> We continue to wrestle with what call number to use in the copy/item
> record. Recently our library has been required to annually report the total
> number of titles owned by call number range and total copy/items owned by
> call number range. In the past we have used "Online" as a call number for
> e-books, because it is easy for patrons to understand. But by doing that we
> thwarted our ability to track what subject areas are being collected. But
> retrospectively replacing "Online" with a genuine LC call number is a BIG
> project. In any event a copy/item record is necessary to run the SQL query
> that pulls the call number report.
>
> We are still wrestling with ebook workflow for purchased e-books. That is,
> the ones we buy and own. Not those that are part of a block subscription
> that can changed such as Ebsco's Academic Premier collection. Ideally we
> would want the acquisitions process to be identical to print purchases, but
> there are dissimilarities. For example the need to add Asbury's proxy code
> to the 856 URL. Plus the problem with the perpetual In Process status,
> because there are no physical copies to check in.
>
> We do receive spreadsheets of the e-books we purchase from Ebsco, that
> include the e-book ISBN. So my hope is we will be able to do a batch
> search, and then do a batch status change.
>
> Don
>
>
>
>
>
> On Mon, May 11, 2015 at 1:36 PM, Rogan Hamby <rogan.hamby at yclibrary.net>
> wrote:
>
> So, you're doing it to keep the electronic and physical on the same bib
> rather than break them out?
>
>
>
> On Monday, May 11, 2015, Teri Arp <teri.arp at asburyseminary.edu> wrote:
>
> Rogan and Kathy,
>
> Yes, we do need copy records for eBooks, and yes, we are linking to them
> in the 856 field. We use the copy records both for statistical purposes, as
> well as to allow our patrons to differentiate between physical and
> electronic copies of the books in the search results (we do sometimes have
> both versions for the same title).
>
>
>
> Thanks!
>
> Teri
>
>
>
> On Mon, May 11, 2015 at 12:00 PM, <
> open-ils-general-request at list.georgialibraries.org> wrote:
>
> Send Open-ils-general mailing list submissions to
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> When replying, please edit your Subject line so it is more specific
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>
>
> Today's Topics:
>
> 1. Reports Interest Group Google Hangout (Jessica Venturo)
> 2. eBook circulation status (Teri Arp)
> 3. Re: eBook circulation status (Rogan Hamby)
> 4. Re: eBook circulation status (Kathy Lussier)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Mon, 11 May 2015 11:02:13 -0400
> From: Jessica Venturo <jventuro at biblio.org>
> To: Evergreen Community Reports Email List
> <evergreen-reports at list.evergreen-ils.org>,
> open-ils-general at list.georgialibraries.org
> Subject: [OPEN-ILS-GENERAL] Reports Interest Group Google Hangout
> Message-ID:
> <
> CAPK8=rJJX7+-7utDLyNPM21WoEuRkbAP+XCm8qtGMZFF7sFNoQ at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> The Reports Interest Group will be offering a Google Hangout for anyone who
> cannot attend the conference, but would still like to participate in our
> meeting. The meeting will be held on Thursday, May 14th from 4:45 PM to
> 5:30 PM Pacific Time (that's 7:45 PM to 8:30 PM for my fellow East
> Coasters). You will need a Google account to participate. If interest, send
> an email to jventuro at bibilio.org. Be sure to include your Google username!
>
> See you at the conference - virtually or otherwise!
>
> --
> Jessica Venturo
> Applications Support Specialist
> Bibliomation, Inc.
> 24 Wooster Ave.
> Waterbury, CT 06708
> 203-577-4070 x105
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> ------------------------------
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> Message: 2
> Date: Mon, 11 May 2015 11:13:30 -0400
> From: Teri Arp <teri.arp at asburyseminary.edu>
> To: open-ils-general at list.georgialibraries.org
> Subject: [OPEN-ILS-GENERAL] eBook circulation status
> Message-ID:
> <
> CADneUoZM+AOBsyWRYQ-Ve9+nu74bSuzn0=HXANsj_g_50v0zjA at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> When e-books are purchased from Ebsco, we follow the same workflow as our
> print books. That is, a bib record is downloaded with an attached 962 field
> that generates a copy/item record on import and populates the Purchase
> Order. After the titles have been received, the circulation status appears
> as "In Process".
>
> What is the best way to batch change e-books from "In Process" to
> "Available"?
>
> Better still, is there a way for new e-books to default to the "Available"
> status?
>
> Thank you!
> --
> Teri Arp
> Acquisitions Specialist
> B. L. Fisher Library
> Asbury Theological Seminary
> 204 N. Lexington Ave
> Wilmore KY 40390
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> ------------------------------
>
> Message: 3
> Date: Mon, 11 May 2015 11:47:37 -0400
> From: Rogan Hamby <rogan.hamby at yclibrary.net>
> To: Evergreen Discussion Group
> <open-ils-general at list.georgialibraries.org>
> Subject: Re: [OPEN-ILS-GENERAL] eBook circulation status
> Message-ID:
> <
> CAFpcaPxrwz4BS4P9-4pUQx8gNbm1+mZyf3JYqji73YDtOOnCYQ at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> My question is do you need copy records associated with them? Are you
> linking out to the use link in an 856?
>
> On Monday, May 11, 2015, Teri Arp <teri.arp at asburyseminary.edu> wrote:
>
> > When e-books are purchased from Ebsco, we follow the same workflow as our
> > print books. That is, a bib record is downloaded with an attached 962
> field
> > that generates a copy/item record on import and populates the Purchase
> > Order. After the titles have been received, the circulation status
> appears
> > as "In Process".
> >
> > What is the best way to batch change e-books from "In Process" to
> > "Available"?
> >
> > Better still, is there a way for new e-books to default to the
> "Available"
> > status?
> >
> > Thank you!
> > --
> > Teri Arp
> > Acquisitions Specialist
> > B. L. Fisher Library
> > Asbury Theological Seminary
> > 204 N. Lexington Ave
> > Wilmore KY 40390
> >
>
>
> --
>
> Rogan Hamby, MLS, CCNP, MIA
> Managers Headquarters Library and Reference Services,
> York County Library System
>
> “You can never get a cup of tea large enough or a book long enough to suit
> me.”
> ― C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
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> ------------------------------
>
> Message: 4
> Date: Mon, 11 May 2015 11:51:45 -0400
> From: Kathy Lussier <klussier at masslnc.org>
> To: open-ils-general at list.georgialibraries.org
> Subject: Re: [OPEN-ILS-GENERAL] eBook circulation status
> Message-ID: <5550D011.3050501 at masslnc.org>
> Content-Type: text/plain; charset="utf-8"; Format="flowed"
>
> To follow up on what Rogan said, if you don't need a copy record
> associated with them, I would recommend using Located URIs -
>
> http://docs.evergreen-ils.org/2.8/_cataloging_electronic_resources_8201_8212_8201_finding_them_in_catalog_searches.html
>
> Kathy
>
> On 05/11/2015 11:47 AM, Rogan Hamby wrote:
> > My question is do you need copy records associated with them? Are you
> > linking out to the use link in an 856?
> >
> > On Monday, May 11, 2015, Teri Arp <teri.arp at asburyseminary.edu
> <teri.arp at asburyseminary.edu%0b>> <mailto:teri.arp at asburyseminary.edu
> <teri.arp at asburyseminary.edu>>> wrote:
> >
> > When e-books are purchased from Ebsco, we follow the same workflow
> > as our print books. That is, a bib record is downloaded with an
> > attached 962 field that generates a copy/item record on import and
> > populates the Purchase Order. After the titles have been received,
> > the circulation status appears as "In Process".
> >
> > What is the best way to batch change e-books from "In Process" to
> > "Available"?
> >
> > Better still, is there a way for new e-books to default to the
> > "Available" status?
> >
> > Thank you!
> > --
> > Teri Arp
> > Acquisitions Specialist
> > B. L. Fisher Library
> > Asbury Theological Seminary
> > 204 N. Lexington Ave
> > Wilmore KY 40390
> >
> >
> >
> > --
> >
> > Rogan Hamby, MLS, CCNP, MIA
> > Managers Headquarters Library and Reference Services,
> > York County Library System
> >
> > “You can never get a cup of tea large enough or a book long enough to
> > suit me.”
> > ― C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
> >
>
> --
> Kathy Lussier
> Project Coordinator
> Massachusetts Library Network Cooperative
> (508) 343-0128
> klussier at masslnc.org
> Twitter: http://www.twitter.com/kmlussier
>
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> End of Open-ils-general Digest, Vol 107, Issue 9
> ************************************************
>
>
>
>
>
> --
>
> Teri Arp
>
> Acquisitions Specialist
>
> B. L. Fisher Library
>
> Asbury Theological Seminary
>
> 204 N. Lexington Ave
>
> Wilmore KY 40390
>
>
>
> --
>
>
>
> Rogan Hamby, MLS, CCNP, MIA
>
> Managers Headquarters Library and Reference Services,
>
> York County Library System
>
>
>
> “You can never get a cup of tea large enough or a book long enough to suit
> me.”
> ― C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
>
>
>
>
>
> --
>
> Don Butterworth
> Faculty Associate / Librarian III
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterworth at asburyseminary.edu
> (859) 858-2227
>
>
>
>
>
> --
>
>
>
> Rogan Hamby, MLS, CCNP, MIA
>
> Managers Headquarters Library and Reference Services,
>
> York County Library System
>
>
>
> “You can never get a cup of tea large enough or a book long enough to suit
> me.”
> ― C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
>
>
>
>
> --
>
> Don Butterworth
> Faculty Associate / Librarian III
> B.L. Fisher Library
> Asbury Theological Seminary
> don.butterworth at asburyseminary.edu
> (859) 858-2227
>
>
>
> --
>
>
>
> Rogan Hamby, MLS, CCNP, MIA
>
> Managers Headquarters Library and Reference Services,
>
> York County Library System
>
>
>
> “You can never get a cup of tea large enough or a book long enough to suit
> me.”
> ― C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
>
>
>
>
>
>
>
> --
>
> Elizabeth B. Thomsen
>
> Member Services Manager
>
> NOBLE: North of Boston Library Exchange
>
> Danvers, Mass.
>
> www.noblenet.org
>
--
Rogan Hamby, MLS, CCNP, MIA
Managers Headquarters Library and Reference Services,
York County Library System
“You can never get a cup of tea large enough or a book long enough to suit
me.”
― C.S. Lewis <http://www.goodreads.com/author/show/1069006.C_S_Lewis>
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