Overview of MARCIVE Load procedures:

 

Shipping list service:

 

  Tmp brief records loaded weekly :

created by MARCIVE

library: ALEXANDER

item type: DOCUS

home location: PENDING

 

NB DTS staff update holdings information for ALEX and LSM

NWK updates for DANA holdings

CMDN requests LC classification if needed

 

Date cat=never

 

Serial records are excluded from SLS

 

TMP records are overlaid with full bib records from MARCIVE

            Usually within 3-6 months of tmp record receipt

            Match is based on the tmp 035 field

            Four separate files are received for monographs

 

 

Full bibliographic records from MARCIVE for monographs:

are loaded monthly from the following 4 files:

 

1. New/non serial (MON-NEW):

 

            Matches on tmp 035,            updates date cat to today : no staff action needed

 

            OR, if no match, loads as new:

 with DATE CAT NEVER; ALEX DOCUS PENDING

Stephanie Bartz creates table for DTS staff action =

                                                Non-overlay problems, or

                                                Full bib predates SLS, or

                                                Congressional hearings

 

 

2. New/non serial online (MON-NEW-OL):

 

            Matches on the OCLC 035, updates bib record

 

            OR, if no match, loads as new:

             With DATE CAT; RU-ONLINE

                                    No staff action taken in TAS or DTS

 

 

3. Changed/non serial (MON-CNG):

 

            Matches on the OCLC 035, updates bib record

 

            Or, if no match, loads into the review file

            Review status approved by TAS  loads as new:

                         with DATE CAT NEVER; ALEX DOCUS PENDING

SB creates table for DTS staff action

 

 

4. Changed/non serial online (MON-CNG-OL):

 

            Matches on the OCLC 035, updates the bib record

 

            OR, if no match, loads into the review file

            Review status approved by TAS  loads as new:

 with DATE CAT; RU-ONLINE

           

 

                       

 

Full bibliographic records from MARCIVE for serials:

are loaded monthly from the following 4 files:

 

1. New/Serial (SER-NEW)

           

            Matches on the OCLC 035 field

            If match, loads into review file

            If no match, loads as new

                        With DATE CAT NEVER; ALEX DOCUS PENDING

                                    Ellen Calhoun creates table for DTS staff action

                                                Reports de-dupped by TAS serials team first

 

2. New/Serial – Online (SER-NEW-OL)

 

            Matches on the OCLC 035 field

            If match, loads into review file

            If no match, loads as new

                        With DATE CAT NEVER; RU-ONLINE

                                    EC creates table for DTS staff action (combined with SER-NEW)

                                                Reports de-dupped by TAS serials team first

 

 

 

 

 

3. Changed/Serial (SER-CNG)

 

            Matches on the OCLC 035 field

            If match, overlays bib record : no staff action

            If no match, loads into review file:

                        EC creates table  for DTS staff action, but first:

approves new titles

reports duplicates to TAS serials team

Titles approved as new load with DATE CAT NEVER; ALEX DOCUS PENDING

 

4. Changed/Serial – Online (SER-CNG-OL)

 

            Matches on the OCLC 035 field

            If match, overlays bib record : no staff action

            If no match, loads into review file:

                        EC creates table (combined with SER-CNG) for DTS staff action,

but first:

approves new titles

reports duplicates to TAS serials team

Titles approved as new load with DATE CAT NEVER; RU-ONLINE

 

 

 

As part of general cleanup, Bob Warwick removes tmp 035 fields from full MARCIVE records , and adds RU-ONLINE where 856 warrants.  Reports of duplicate 856s are posted to the LSM T: drive in the MARCIVE folder.   Duplicate 856s reports are created for both the Serials and Non-serials data loads.

 

 

5/8/07

Ellen Calhoun

See “MARCIVE Loader criteria” by Bob Warwick for details of MARCIVE loads