1. A presentation for the
Ex Libris Northeast User Group
October 27, 2011
Beth Brennan, Metadata Systems Librarian
Christine Moulen, Library Systems Manager
2. Two different times working groups
determined the single record approach was
better for users
We have a few exceptions, but policy is to
add additional formats to existing catalog
records
E-book explosion meant we now needed a
way to do it via batch loading
Batch loading e-books | ENUG
2011
3. Developed in cooperation with e-books
cataloger, now departed
Start with our basic load script structure
Identify match points and merge
preferences
Use Aleph services when possible
Create scripts for additional matching
Create scripts to build merge file
Batch loading e-books | ENUG
2011
4. Run an Aleph fix over all records to clean
up URL note subfields, and indicators
Add local 956 URL if needed
Delete URLs that don't match expected
pattern for this package
Flag and report records with no URL
Batch loading e-books | ENUG
2011
5. Most records are coming from OCLC, but
separate records often exist for print and
e versions of the same title
Attempt match anyway (035 and 776
fields)
If matched, check incoming URL against
existing. No need to load if we already
have this URL
◦ If URL is new, move to overlay file
Batch loading e-books | ENUG
2011
6. Not all e-book records are from OCLC, so
try other matching
Attempt a title match (?!)
Follow up title matching with publisher
check
Batch loading e-books | ENUG
2011
7. Match incoming 245 $$a$$b against title
headings index
Report system number, 035, and publisher
of multi-matched records
Export uniquely matched records for
additional comparisons
Unmatched records load as new
Batch loading e-books | ENUG
2011
8. Check for 245 $$n and $$p in matched
records, both incoming and existing.
Report if found. (may be serial or added
volume)
Check whether existing matched records
are from certain packages, on order, or
suppressed records. (load as new)
Batch loading e-books | ENUG
2011
9. Compare 260 $$b 533 $$c (pub)
Compare 260 $$c 533 $$d (date)
Compare 260 $$b$$c 260 $$b$$c
Load as new if no match on publisher or
date
Overlay if matched on both publisher and
date
Batch loading e-books | ENUG
2011
10. Export all records to be overlaid, including
PST (virtual location tag)
Check for 006
◦ If found in exported record, remove tag from
load file
Check for NET holdings
◦ If found in exported record, remove 949 tag
from load file.
◦ If not found, change 949 to 959
Check for format SE
◦ move to load as new
Batch loading e-books | ENUG
2011
11. Build a new 776 tag from 035
Correct indicators on all 776, 856 and 956
tags
Batch loading e-books | ENUG
2011
12. New
◦ All unmatched records, or otherwise determined
to be new
◦ Build NET holdings (our sublibrary for e-
resources) from 949 tag
Overlay
◦ Load/Merge only 006, 776, 856, 946, 956, 959
into existing records
◦ Build NET holdings from 959 tag
Batch loading e-books | ENUG
2011
13. Report out any rejected records to
catalogers
Report matched "on order" records to
acquisitions
Report matched serial records to
catalogers
Batch loading e-books | ENUG
2011
15. Please note that the PDF version of these
slides contains an attachment
This text file has additional technical detail
on some steps, including Aleph tables and
service parameters
Batch loading e-books | ENUG
2011
