Batch Load Point Counter Checklist Online Monographs Processing Performed in Marceditor

Batch Load Point Counter -- CheckList -- Online Monographs Processing performed in MARCEditor

Points (1 point equals 1 minute of processing When points exceed 150 (1 min per point): STOP & contact vendor & request a new record set (or find another vendor)

Statistics for vendor load: Vendor Aggregator 001 Records Process/Load Errors Note

1 Field Preparation & Reports Points Note MARCEditor Reports 1.A Validation identifies invalid 1 Stop Reports/MARCValidator records +150 Contact vendor IdentifyInvalidRecords & Print report 1.B Validation identifies invalid 2 Save for later review of each field Reports/MARCValidator fields/data during processing Validate Record (HighlightAll / Copy / Paste into text file & Save) 1.C MaterialType rpt identifies non- 1 Stop Reports/MaterialTypeReport book record types +150 Contact vendor if Material Type Print report & review includes Videos /Audios / Serials 1.D 000/008 Field/Record count differs from 1 Stop Reports/FieldCount vendor record count +150 Contact vendor Verify count of 000/008 occurrences Request revised load file 1.E FieldCount rpt identifies count 1 Save to review fields during Report/FieldCount discrepancies in Field counts processing (Steps 3-5) GenerateReport (TabDelimited) & Save Report

2 Field Verify field in FieldCount and Points Note MARCEditor Validator reports 2.A 000 FieldCount rpt identifies 000 1 Stop Report/FieldCount Field NOT listed first +150 Contact vendor 2.B XXX FieldCount rpt lists the LastField 1 Stop Reports/FieldCount tag as NOT a number +150 Contact vendor 2.C 000: 05 Deleted record count: 2 Identify/Remove records with Review deleted records Field: 008 & Position 05 =d +5 status=deleted FindAll (RegEx): (=LDR )(\d{5})([d])(.+) 2.D 245 / Field/Record count differs from 1 Identify records from MARCValidator Reports/MARCValidator errors: 245 $a vendor record count +2 each rpt with Multiple 245 / Lacking 245 Search Validator report for errors: Notify vendor One 245 field must be present 245: Has been marked as a non-repeating field 2.E XXX Fields/Records with ERRORS 2 Identify records from MARCValidator Reports/MARCValidator errors: Often field/record count differs +2 each rpt with validation errors Search Validator report for errors: from vendor record count Notify vendor Only one 1XX tag is allowed Has been marked as a non-repeating field Incomplete or Dangling Subfield 2.F 856$u Review vendor pkg URLs for 5 Stop Examine first record broken links +150 Contact vendor (Copy/Paste link in browser & Review results) Note: Test 1 or 2 URLs 2.G 856 Field count is less than vendor 2 Compare vendor pkg count against Report/FieldCount record count +2 each Record count Records lacking URL: ___ (Field count often exceeds Record count) See :Step 3.M for further processing

3 Field Review for Processing Points Note MARCEditor 3.A 001 Field count equals Record count 1 Accept if present Report/FieldCount Identify records: OCLC# with Examine first record prefix 3.B 001/035 Records lack 001: 2 Move OCLC 035 info to 001 Report/FieldCount OCLC# present in 035 info Examine first record 3.C 001/035 Records lack 001: 5 Move vendor 035 info to 001 Report/FieldCount Vendor control# present in 035 Examine first record info 3.D 001/035 Records lack 001: 2 Create 001 control field Report/FieldCount No 035 field Examine first record 3.E 245 $h 245 has multiple $h subfields 1 Identify records from Reports/MARCValidator errors: +2 each MARCValidator report Search Validator report for errors: If fewer than 10 records, correct 245$h manually 245- $h: Subfield cannot repeat 3.F 245 $h Subfield count differs from Field 1 Identify records lacking $h Report/FieldCount count +2 each Add 245$h Review subfield counts (RightClick) StartupMenu/Tools/RDA-Helper/Generate GMD 3.G RDA Verify presence of RDA fields: 1 Review for further processing Report/FieldCount 33x 336 / 337 / 338 3.H 856 $u Records contain non-pkg vendor 2 Identify/Delete fields with non-pkg FindAll (RegEx): (=856 )(.+)(\$uhttp://)(?!)(.+) URLs +5 vendor 856 Field sort & view count

Find URLs for vendors that are NOT Find / Delete other vendor pkgs (that are NOT the specified vendor pkg) part of the file'sspecified vendor pkg Ex: (=856 )(.+)(\$uhttp://)(?!proquestcombo.safaribooksonline.com)(.+) 3.I 856 $z / Review FieldCount report for 1 Determine which subfields are present Report/FieldCount etc. subfields not used locally +2 in URL Review subfield counts (RightClick) Identify/Delete non-local subfields: Local practice: Use only $z (etc.) subfields (in order): $3 / $y / $u 3.J 856 $3 URLs contain non-std data for 2 Identify/Delete 856 $3 & $y with non- Report/FieldCount 3.K 856 $y subfield: $y & $3 +7 local vendorInfo usage Review subfield counts (RightClick) 3.L 856 $y URLs lack local $y subfield data 2 Create $y for vendor pkg phrase Determine vendor package phrase 3.M 856 $u Adjusted Field count less than 2 Identify records lacking vendor pkg Report/FieldCount Record count +2 each URL Review Adjusted Field count

Step 3.H processing may cause If fewer than 10 records, process Search vendor site for URL & manually create appropriate 856 more records to lack a URL manually (compared to Step 2.F) 3.N XXX Various fields with invalid 2 Identify invalid fields with Reports/MARCValidator errors: format or subfields +2 each MARCValidator report Search Validator report for errors: If fewer than 10 records, correct fields/subfields manually Subfield cannot repeat Opt. : Notify vendor Invalid field format; invalid characters present 3.O 003 Verify Presence (Vendor MARC 1 If absent, create field with local Report/FieldCount symbol) MARC library symbol Examine first record 3.P 007 Verify presence 1 If absent, create field with defaults: Report/FieldCount Field/Record count differs from +1 (cr\unu) vendor record count 3.Q 040 Records lack 040 2 Create field with Vendor/Library Report/FieldCount OCLC symbol in $a /$ c Examine first record 3.R 050/090 Verify presence in FieldCount 2 Review for later 949 processing Report/FieldCount report +5 Delete non-standard call# Files with fewer call#s increase 949 processing time 3.S 506 Verify presence in FieldCount 1 Identify/Delete fields with non-std Report/FieldCount report +1 phrase Create field with std phrase 3.T 530 / Verify presence in FieldCount 2 Identify/Delete fields/subfields with Report/FieldCount 533 report +2 non-std phrase 3.U 516 / Verify presence in FieldCount 2 Identify/Delete fields with non-std Report/FieldCount 538 report +2 phrase Create 538 field with std phrase 3.V 650 Verify presence in FieldCount 1 Retain Ind2: 0 /1 / 2 / 3 Report/FieldCount report (LC/LCAC/NLM/NAL) Review Indicator values (RightClick)

(Note: RightClick on Field to +1 Delete other thesaurus subjects: display SubfieldCounts to view (CSH/RM /Sears) indicator values/counts) Ind2= 5 / 6 / 8 3.W 650 Verify presence in FieldCount +2 Swap BISAC 650 to 690 field Report/FieldCount local report 650 (ind2=7) with $2bisacsh Review Indicator values (RightClick) subject Delete other thesaurus subjects (650 with Ind2=7)

+2 Review "local" subj for retention: Ind2: 4

+2 Review/delete “genre” type subjects: Electronic book(s) / Computer network resources 3.X 655 Verify presence in FieldCount 1 Retain Ind2: 0 / 1 / 2 /3 Report/FieldCount report (LC/LCAC/NLM/NAL) genres Review Indicator values (Right-click)

(Note: RightClick on Field to +1 Delete other thesauruses genres: display SubfieldCounts to view (CSH/RM /Sears) indicator values/counts) Ind2= 5 / 6 / 8 3.Y 655 Verify presence in FieldCount +2 Retain GSAFD / LCGFT genres: Report/FieldCount local report 655 (ind2=7) with $2gsafd or $2lcgft Review Indicator values (Right-click) genre Delete other thesaurus genres (655 with Ind2=7) +2 Delete Local genres : 655 (ind2=4)

+2 Review/delete non-std genres: Electronic book(s) / Computer network resources: 3.Z 600 / Verify presence in FieldCount 1 Retain Ind2:= 0 /1 / 2 / 3 Report/FieldCount 3.AA report (LC/LCAC/NLM/NAL) Review Indicator values (Right-click) 610 / (Note: On FieldCount rpt box -- +2 Delete Other thesaurus 611 Highlight/RightClick then names/geographics choose CountSubfields. to view Ind2 = 4 / 5 / 6 / 7 / 8 651 indicator values & counts)

4 Field Review for optional processing Points Note MARCEditor 4.A 0xx Review Record/Field count 1 Identify fields to delete: Report/FieldCount +1 012 / 016 / 029 /037 Review 0xx field counts 4.B 300 Review Record/Field count 1 Identify Multiple 300$a fields Report/FieldCount +1 each Review $a subfield counts 4.C 300 Review records for 300$a data 1 Determine if print or e-text collation is FindAll: =300 +1 present Field sort & view count Review FieldCount report for 1 Delete fields with non-substantial info: Report/FieldCount 4.D 5xx presence of other non-std fields each 583 / 584 / 590 4.E 6xx 691 thru 699 4.F 7xx +1 790 thru 799 4.G 8xx each 84x, 853-855, 86x thru 87x 4.H 9xx 886 / 887 / 89x 938 4.I Misc Review Records for other vendor 1 Identify fields with other vendorPkgs FindAll: (vendorPkg|vendorPkg) pkg/info +5 Refer to 856 review: Step 3.H Field sort & view count

Ex.: ebrary / netLibrary / myiLibrary / Note May use short form of vendorAddy Ebook / 24x7 Ex.: (netlibrary|netLibrary|NetLibrary|ebrary|e-brary)

5 Field Local Holdings processing Points Note MARCEditor 5.A 049 Review FieldCount report for 2 Identify/Delete fields with other Report/FieldCount presence of 049 field +2 Holdings info Review 949 field counts. Examine first record 5.B 949 Review FieldCount report for 6 Identify/Delete fields with other Report/FieldCount 5.C presence of 949 field Holdings processing info Create local 949$a subfield Create field with Class# & std. See additl instructions: using Class# from 050$a Class# Holdings Processing info:: For creating class# info etc. in 949 subfield Subfields: $a / $v / $w & $h / $l / $x / $z 5.D 949 Field lacks $a Class# 1 Identify records to: Tools/Generate Call#s +2 update Class# See Addtl Instructions Amelia C. VanGundy (1APR12; rev 19AUG14)