Vendor MARC Records for E-Content

ALCTS Automated Acquisitions

In-Process Control Systems Discussion Group

January 13, 2008

Marsha GarmanAcquisitions Operations Management Librarian

Yale University

Purchasing e-content

What do we need?

Background Why this topic?

Shelf-ready pilots – little consistency across vendors for acquisitions info in MARC records or in workflows

Now e-book ordering from vendor online systems. Can we do this better?

Ordering Online Can funds, locs, and notes (# of simultaneous

users) information be added by selectors/acq staff in order to populate the MARC records?

Are titles deduped against print titles ordered from the vendor?

Can titles be deduped against local catalog?

Can titles be checked for overlapping with large e-resources databases owned by the library to avoid title duplication (similar to blocking titles being sent on standing order)?

Licensing

Is there a standard license for single-title e-book purchases?

Can license information be embedded in the MARC Record?

- Number of simultaneous users

Perpetuity?

Sometimes a selector may want to duplicate a title already held in a large e-resources database to assure it will be held in perpetuity. Exactly what does the vendor mean by perpetuity?

Where did it go?

What happens if the publisher removes the title, moves it to an archive server, or changes the URL?

Who is responsible for notifying the library?- What is a reasonable lead time for notification?

MARC Records

Standardization in 9xx tags for vendor/acquisitions information?

Are full MARC records available for export? One record load?

If no overlay load is required, how is the URL obtained?

Invoicing

Is EDI ordering/invoicing available?

Are paper orders/invoices an option?

Sharon MarshallAssociate Coordinator

Bibliographic Services

University of Alberta

Would you like those e-books shelf ready?

The University of Alberta Libraries

35,000 students Collections budget $15

million 450,000+ e-books

catalogued

Record Requirements

Must integrate into an existing catalogue Standard Consistent Easy to manage

Cataloguing standards

full LC level AACR LCSH LC/DDC classification authority controlled headings

MARC21 source and quality assurance treatment of reproductions, sets, serials level/granularity of work catalogued: book, volume,

chapter, poem

Local and consortia needs

Local data site-specific URLs call numbers fund numbers notes holdings

Consortia purchases members may share a catalogue or not members may join or leave

Easy to manage records unique record numbers separate files for each purchasable collection records match content purchased deduping loading, overlaying, removing records

Other ConsiderationsGood links URLs link directly to book described OpenURL stable

Timely delivery Records available as soon as e-books are

accessible Timely availability of new, updated, deleted records

Gary CharbonneauSystems Librarian

Indiana University

Member of the Standing Committee

on Automation of the PCC

“An international cooperative effort aimed at expanding access to library collections by providing useful, timely, and cost-effective cataloging that meets mutually-accepted standards of libraries around the world.”

Components:• BIBCO (monographs, etc.)• CONSER (serials)• NACO (name authorities)• SACO (subject authorities)

Committees:• Standing Committee on Standards• Standing Committee on Training• Standing Committee on Automation

“Identifies automation issues to be resolved in order to implement the mission of the Program, formulates plans to present PCC requirements to vendors, and facilitates cooperation among Program participants and the bibliographic utilities.”

http://www.loc.gov/catdir/pcc/sca/agdatatgfinal.htmlhttp://www.loc.gov/catdir/pcc/sca/agdatatgfinal.html

Charged “to create and test a mechanism by which separate electronic version records might be machine generated from existing records which could then be added to the CONSER database.”

Report describes what macro does.

Developed a macro (written by Robert Bremer, OCLC) that clones bibliographic records for electronic serials from existing print records.

Primary audience: “The community of publishers and vendors who make aggregations of monograph records available to libraries.”

Until now, “sharing records” has generally meant contributing records to a bibliographic utility, to be downloaded by individual libraries into their local ILS’s. What’s in the ILS is what the user sees.

WorldCat Local model is different: What’s in OCLC is what the user sees. Will this be the model of the future?

Problem with WorldCat Local model: Getting records for titles in aggregations into OCLC.

Ann-Marie BreauxVice-President

for Academic Service Development

YBP Library Services

eBook CatalogingeBook Catalogingand Monographic Vendorsand Monographic Vendors

Ann-Marie Breaux * ALA MidwinterYBP Library Services * January 13, 2008

Vendor Cataloging ConsiderationsVendor Cataloging Considerations

ReliabilityPredictabilitySpeedRevenueStandardsLocal Variation*856 Construction*

Types of eBook SalesTypes of eBook Sales

Individual Monographs/MRWs One-time Purchase Each Item Invoiced Individually Mimics pBook Workflow Additional Content May Appear Over Time

Collections/Packages One-time Purchase Items Invoiced as a Group Items Often Added to Collection Over Time (and Sometimes

Deleted!) Standing Orders

One-time Purchase Items May Be Invoiced as a Group (subscription?) or Individually

(traditional monographic standing order?) Items Delivered Over Time

Cataloging Record ImplicationsCataloging Record Implications

Individual Monographs/MRWs One Cataloging Record Delivered at Point of Invoicing

Collections/Packages Multiple Cataloging Records Delivered Over Time What About Deletions?

Standing Orders One or Multiple Cataloging Records Delivered at Point of Invoicing or Over Time

Our RulebookOur Rulebook

PCC’s MARC Record Guide for Monograph Aggregator Vendors

http://www.loc.gov/catdir/pcc/vendorguiderevised.pdf

Output local data as shown:935 $a Purchase order number (if supplied)940 $l es001 (e, s, zero, zero, one)960 $r invoice date

981 $d YBP order key980 $a invoice date980 $f invoice number980 $g number of copies on invoice line980 $b list price (no decimal)980 $e net price (no decimal)981 $b fund code

Output the following constant data for location:910 $a YBP ebook981 $c ESB

Add the following to the 856 field in each record:$z Click here to view online version; access limited to Generic University users.

Copy the contents of the 050/090 to the 990 field. Include delimiters.

Sample Customer A eBook Sample Customer A eBook Cataloging InstructionsCataloging Instructions

Sample Customer B eBook Sample Customer B eBook Cataloging InstructionsCataloging Instructions

Output the YBP order key to the 001 field prefixed by a lower case y.

Delete all 050/090 fields. Add an 050 as follows: 050 $a See URL

Output the following local data in all records:949 $b YBP OrderKey949 $w LC (output LC as constant data)980 $a Invoice date (yymmdd)980 $b List price (nn.nn)980 $e Net price (nn.nn)980 $f Invoice number980 $g Quantity981 $b Fund code981 $c Location code in order

Prefix all fund codes with 113900051640. Output additional local data as follows:

Location code in order: E-BOOKItem type(949 $t): E-BOOKHolding Code (949 $h): LIBRARYWEBHome Location (949 $k): LIBRARYWEBCurrent Location (949 $l): LIBRARYWEBLibrary(949 $m): INTERNET

Sample eBook Sample eBook Cataloging RecordCataloging Record

=LDR 01579nam 22004213a 4500=001 y973400=003 NhCcYBP=005 20070928141845.7=006 m\\\\\\\\d\\\\\\\\=007 cr\cnu---unuuu=008 070731s2007\\\\gw\a\\\\sb\\\\001\0\eng\d=020 \\$a9783540366898 (electronic bk.)=020 \\$a354036689X (electronic bk.)=040 \\$aN{dollar}T$dNhCcYBP=050 \4$aQL801$b.E67 vol. 189=060 14$aW1$bAD433K v.189 2007=060 14$aWL 307$bM612g 2007=082 04$a612.825$222=100 1\$aMeyer, Gundela.=245 10$aGenetic control of neuronal migrations in human cortical

development $h[electronic resource] /$cGundela Meyer.=260 \\$aBerlin ;$aNew York :$bSpringer,$cc2007.=300 \\$avi, 114 p. :$bill. (some col.) ;$c24 cm.

Sample eBook Sample eBook Cataloging RecordCataloging Record

=490 1\$aAdvances in anatomy, embryology, and cell biology,$x0301-5556 ;$v189

=504 \\$aIncludes bibliographical references (p. [84]-111) and index.=533 \\$aElectronic reproduction.$bPalo Alto, Calif.

$nAvailable via World Wide Web.=650 12$aCerebral Cortex$xgrowth & development.=650 22$aNeurobiology.=650 \0$aCerebral cortex$xGrowth.=650 \0$aDevelopmental neurobiology.=650 \0$aGenetic regulation.=655 \7$aElectronic books.$2local=710 2\$aebrary, Inc.=776

1\$cOriginal$z9783540366881$z3540366881$w(OCoLC)76949336

=830 \0$aAdvances in anatomy, embryology, and cell biology ;$vv. 189.

=856 40$uhttp://site.ebrary.com/libraryid/Top?id=101754=949 \\$i99817604120=980 \\$a070905$b119.00$e119.00$f217125$g1=981 \\$b34271

Vendor eBook Vendor eBook Cataloging ChallengesCataloging Challenges

Increased Original CatalogingMore Complex Local Data

RequirementsDelivery of Records over TimeDeletionsMultiple eBook Records for the Same

Content/Evolving Standards

eBook CatalogingeBook Catalogingand Monographic Vendorsand Monographic Vendors

Ann-Marie BreauxVP, Academic Service Integration

abreaux@ybp.com

Jim ShetlerVP, Library Technical Services

jshetler@ybp.com

YBP Library Services

Cynthia M. WhitacreManager of the WorldCat Quality & Partner

Content Department

OCLC

Cynthia M. WhitacreManager, WorldCat Quality &

Partner Content Dept.OCLC

Vendor MARC Records for E-Content Materials in WorldCat

Vendor MARC Records for E-Content Materials in WorldCat

ALA Midwinter

13 January 2008

OCLC’s Vendor Record Contribution ProgramOCLC’s Vendor Record Contribution Program

E-content records contributed through this program by:

•Gale: Gale Virtual Reference Library

•Wiley: Wiley Interscience titleshttp://www.oclc.org/partnerships/material/contribution/technical/default.htm for a list of partners

OCLC’s Vendor Record Contribution ProgramOCLC’s Vendor Record Contribution Program

E-content records contributed through this program by:

•Gale: Gale Virtual Reference Library

•Wiley: Wiley Interscience titleshttp://www.oclc.org/partnerships/material/contribution/technical/default.htm for a list of partners

Specific agreements with GaleSpecific agreements with Gale

Loading records and setting holdings for:

MOML: Making of the Modern Law

MOMW: Making of the Modern World (aka Making of the Modern Economy)

19th Century US Newspapers Online

Others agreements are in the pipeline with Gale and other vendors

NetLibrary RecordsNetLibrary Records

Records for NetLibrary titles are created in-house at OCLC by OCLC’s Contract Cataloging staff.

This includes records for both e-book and e-audio titles.

Contract Cataloging servicesContract Cataloging services

OCLC has agreements with other e-content vendors to create MARC records in WorldCat on their behalf. These include:

• Ebook Library

• Knovel

• Naxos Music Library

• Overdrive, Inc.

Other projects are in the works

eSerials holdings serviceeSerials holdings service

This is a free service. For libraries that subscribe, OCLC receives holdings files from serials management provider partners, sets holdings for an initial load, then receives regular updates. Holdings are set on eSerial records. When this project began, OCLC created many eSerial records in WorldCat using our own Contract Cataloging staff. OCLC staff continue to create records as needed.

See: http://www.oclc.org/eserialsholdings/default.htm

WorldCat SelectionWorldCat Selection

If your vendor is providing eContent as part of their notifications slips, those are included in the titles they send for the WorldCat Selection service.

There is no special section for these titles; they are included as part of the standard lists.

WorldCat SelectionWorldCat Selection

If your vendor is providing eContent as part of their notifications slips, those are included in the titles they send for the WorldCat Selection service.

There is no special section for these titles; they are included as part of the standard lists.

Questions?Comments?

Discussion Points?