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Richard Sapon-White
Head of Cataloging, OSU
    February 4, 2011
    Online Northwest




                          1
   Acquisitions
    ◦ Ordering
    ◦ Receiving (and pay invoice)
   Cataloging
    ◦ Search for record; download, or
    ◦ Create original record; download
    ◦ Physical processing




                                         2
 Preliminary to ordering: contract and license
  negotiation
 Receiving may happen almost immediately after

  Ordering
 Cataloging may involve the purchase and/or

  downloading of sets of MARC records




                                                  3
   E-Book Library (EBL)
   SpringerLink
   Morgan and Claypool 1: Synthesis Collection
   Morgan and Claypool 2: Colloquium Digital
    Library of Life Sciences
   Geological Society of London’s Lyell Collection
   Kindle
   Project Gutenberg
   Individually purchased PDF’s
    ◦ Example: Snow sports industry intelligence report



                                                          4
   Free MARC records from EBL
    ◦   Call numbers: RA248 $b .C52 2010eb
    ◦   Subject headings: 650 b4 Literature
    ◦   Added entry: 710 2b Ebooks Corporation Pty. Ltd.
    ◦   No OCLC numbers
 Contract with OCLC Cataloging Partners
 Individually-downloaded records cataloged by

  LT3




                                                           5
 OSU does not own, but loads records into
  catalog
 After several views, OSU has option to purchase
 ISBN’s sent to EBL for all post-2006 imprints
 Monthly load of MARC records from EBL
 Record quality low, may affect access to titles
 Will hand off to paraprofessional




                                                    6
100 1                    (ECIIA), European Confederation of
  Institutes of Internal Auditing.
245 1           4        The Role of Internal Audit in Corporate
  Governance in Europe |h [electronic resource] : |b Current
  Status, Necessary Improvements, Future Tasks.
260                      Berlin : |b Erich Schmidt Verlag,|c 2009.
300                      1 online resource (140 p.)
650             4        Auditing, Internal.
650             4        Corporate governance.
650             4        Corporations.
650             4        Europe.
650             4        Business.
650             4        Business.
655             0        Electronic books.
700 1                    Schartmann, Bernd.


                                                                     7
   2 sources of MARC records
    ◦ Vendor-supplied records (poor quality)
    ◦ OCLC numbers in Excel spreadsheet
   Professional cataloger




                                               8
 Problem: Time lag between availability of e-book
  and its OCLC record
 Solutions:

    ◦ Download vendor records, skip OCLC
    ◦ Wait for OCLC records
    ◦ Download vendor records and overlay with OCLC record
      when available
    ◦ Download OCLC records, sift through vendor records for
      missing titles




                                                               9
 Synthesis I and II collections
 Vendor records are high quality
 Purchase collection set from OCLC

    ◦ ftp
    ◦ Load using Millennium’s Data Exchange
   Professional or paraprofessional




                                              10
 Quality of vendor supplied records is variable,
  many not up to standards, but…
 Vendor supplied records are free!
 (You get what you paid for)
 Records come via Connexion, ftp, emailed files,

  lists of OCLC numbers…
 Need staff who understand the procedures to

  retrieve records in different ways




                                                    11
 Each vendor’s products may require a slightly
  different workflow
 Decide whether and how to use vendor-supplied

  MARC records
 Decide who will do work

    ◦ For originals, use single record approach? Are there print
      records available to derive from?




                                                                   12
 Get involved in purchase and licensing stage
 Ask questions about how bib records will be

  acquired
 Plan workflow early to avoid lag between

  purchase of titles and cataloging




                                                 13
Questions???

Richard Sapon-White
richard.sapon-white@oregonstate.edu

Slides to be posted to ScholarsArchive@OSU




                                             14

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Online northwest 2011 on ebook workflows

  • 1. Richard Sapon-White Head of Cataloging, OSU February 4, 2011 Online Northwest 1
  • 2. Acquisitions ◦ Ordering ◦ Receiving (and pay invoice)  Cataloging ◦ Search for record; download, or ◦ Create original record; download ◦ Physical processing 2
  • 3.  Preliminary to ordering: contract and license negotiation  Receiving may happen almost immediately after Ordering  Cataloging may involve the purchase and/or downloading of sets of MARC records 3
  • 4. E-Book Library (EBL)  SpringerLink  Morgan and Claypool 1: Synthesis Collection  Morgan and Claypool 2: Colloquium Digital Library of Life Sciences  Geological Society of London’s Lyell Collection  Kindle  Project Gutenberg  Individually purchased PDF’s ◦ Example: Snow sports industry intelligence report 4
  • 5. Free MARC records from EBL ◦ Call numbers: RA248 $b .C52 2010eb ◦ Subject headings: 650 b4 Literature ◦ Added entry: 710 2b Ebooks Corporation Pty. Ltd. ◦ No OCLC numbers  Contract with OCLC Cataloging Partners  Individually-downloaded records cataloged by LT3 5
  • 6.  OSU does not own, but loads records into catalog  After several views, OSU has option to purchase  ISBN’s sent to EBL for all post-2006 imprints  Monthly load of MARC records from EBL  Record quality low, may affect access to titles  Will hand off to paraprofessional 6
  • 7. 100 1 (ECIIA), European Confederation of Institutes of Internal Auditing. 245 1 4 The Role of Internal Audit in Corporate Governance in Europe |h [electronic resource] : |b Current Status, Necessary Improvements, Future Tasks. 260 Berlin : |b Erich Schmidt Verlag,|c 2009. 300 1 online resource (140 p.) 650 4 Auditing, Internal. 650 4 Corporate governance. 650 4 Corporations. 650 4 Europe. 650 4 Business. 650 4 Business. 655 0 Electronic books. 700 1 Schartmann, Bernd. 7
  • 8. 2 sources of MARC records ◦ Vendor-supplied records (poor quality) ◦ OCLC numbers in Excel spreadsheet  Professional cataloger 8
  • 9.  Problem: Time lag between availability of e-book and its OCLC record  Solutions: ◦ Download vendor records, skip OCLC ◦ Wait for OCLC records ◦ Download vendor records and overlay with OCLC record when available ◦ Download OCLC records, sift through vendor records for missing titles 9
  • 10.  Synthesis I and II collections  Vendor records are high quality  Purchase collection set from OCLC ◦ ftp ◦ Load using Millennium’s Data Exchange  Professional or paraprofessional 10
  • 11.  Quality of vendor supplied records is variable, many not up to standards, but…  Vendor supplied records are free!  (You get what you paid for)  Records come via Connexion, ftp, emailed files, lists of OCLC numbers…  Need staff who understand the procedures to retrieve records in different ways 11
  • 12.  Each vendor’s products may require a slightly different workflow  Decide whether and how to use vendor-supplied MARC records  Decide who will do work ◦ For originals, use single record approach? Are there print records available to derive from? 12
  • 13.  Get involved in purchase and licensing stage  Ask questions about how bib records will be acquired  Plan workflow early to avoid lag between purchase of titles and cataloging 13