Vendor Neutral Ebook Records from OCLC Collection Manager

Vendor Neutral Ebook Records from OCLC Collection Manager Aaron Bales abails@nd. edu Sandy Sarber ssarber@nd. edu May 2018

Overview • Background • Issues • Formation of Ebook Team • Outcomes

Background • Started loading ebook sets in 2009 • Used vendor-provided record sets • Process Records in Marc. Edit • Extensive editing process, checking all fields in records for quality • Added proxy prepend to URLs • Added fields for platform (710), set name (730), set identifier (902) • At first, most sets did not include OCLC numbers • Duplicates were expected to have separate, vendor-specific records • Have to monitor vendors for updates to records sets

2015 “Yellow Belt project” • Backlog of sets to be loaded • Workflow included multiple staff hand-offs and redundant work • Determined that level of analysis was unnecessary

Focus on 11 Critical Fields

Outcomes of Yellow-Belt Project • Focused on critical fields • Streamlined process • Reduced per set processing time by half • Loaded new sets within 2 weeks of receipt • Continued to rely on Vendor. Provided records • Continued to add all local fields in Marc. Edit

Ongoing Issues • OCLC Record Conflicts • Unable to load duplicate titles from different vendors • Inconsistent record quality • Not all records have OCLC holdings • • Adding holdings to OCLC is a separate, add-on step Collection assessment difficult • Hard to distinguish paid titles, and permanent vs. subscription access

Ebook Records Management Team New team established in 2017 • Record Sources • Metadata management and placement • Impact on search • Display • User experience • Collection Assessment • Workflow • Possibility of modeling our serials ejournal processing

Goals • Provide access to all iterations of all ebook titles which we own, license or provide access to • Consistent record quality • Documented workflow • Collection assessment

Vendor neutral record • Single record approach • Two options A. Merge records in Aleph to combine duplicate records B. Use Knowledge Base to obtain vendor neutral records

The Start • OCLC Collection Manager • Already had 46 sets processed through CM Knowledge Base • 6 more sets have been converted to CM now • Evaluating 28 more sets

Process Overview 1. Check for and select set in Collection Manager 2. Customize Records 3. Set Record Delivery 4. Email notification that a file is ready 5. Download records from My Files in Collection Manager 6. Process in Marc. Edit 7. Load in Aleph

Customization of records

049 \$a. INDU 050 4$a. TD 195. I 52$b. W 37 1994 eb 245 00$a. Waste incineration and the environment /$ceditors, R. E. Hester and R. M. Harrison. 260 \$a. Cambridge [England] : $b. Royal Society of Chemistry, $c© 1994. 300 \$a 1 online resource (x, 158 pages) : $billustrations 336 \$atext$btxt$2 rdacontent 337 \$acomputer$bc$2 rdamedia 338 \$aonline resource$bcr$2 rdacarrier 490 1$a. Issues in environmental science and technology, $x 1350 -7583 ; $v 2 588 0$a. Print version record. 590 \$a. Knovel Library 590 \$a. Royal Society of Chemistry$b. RSC e. Books 599 01$anew$d 20180511 599 10$abatch 7 650 $a. Incineration$x. Environmental aspects. 700 1$a. Hester, R. E. $q(Ronald E. ) 700 1$a. Harrison, Roy M. , $d 1948710 2$a. Knovel(Firm)$4 pltfrm 710 2$a. Royal Society of Chemistry (Great Britain). $4 pltfrm 730 0$a. Royal Society of Chemistry ebook collection. 730 0$a. RSC ebook collection. 776 08$i. Print version: $t. Waste incineration and the environment. $d. Cambridge [England] : Royal Society of Chemistry, © 1994$z 0854042059$w(OCo. LC)31048705 830 $a. Issues in environmental science and technology ; $v 2. $x 1350 -7583 856 40$z. Knovel$uhttp: //proxy. library. nd. edu/login? urlhttp: //app. knovel. com/hotlink/toc/id: kp. WIE 00008/wasteincineration-and$x. CM$y. Notre Dame Online Access 856 40$z. Royal Society of Chemistry$uhttp: //proxy. library. nd. edu/login? urlhttp: //dx. doi. org/10. 1039/9781847552327$x. CM$y. Notre Dame Online Access 985 \$a. Collection$bknvlld$csubscription$d 20180129 985 \$a. Collection$brscld$cpurchased$d 20180129

985 Field for Collection Assessment $$a Set Type: Collection, DDA, EBA $$b Individual set identifier $$c Acquisition status: Discovery, Purchased, Subscription, Open Access $$d Record load date 985 \$a. Collection$bknvlld$csubscription$d 20180129 985 \$a. Collection$brscld$cpurchased$d 20180129

Record Delivery

Drawbacks • Not all vendors have Knowledge Base collections in OCLC • OCLC consolidating record project • Creates several merge files to evaluate • Still requires (some) preprocessing in Marc. Edit • Using different systems for MARC records sets and Link Resolver requires duplicate processing

Benefits • • OCLC holdings included for all vendors • Discoverable in World. Cat • ILL possibilities Streamlined workflow • Fewer files to manage • Same workflow for most vendors • Proper management of duplicate titles • Eliminate searching vendor sites for updates

Questions? See Aaron--he loves questions!