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Ebook Cataloging at Fogler Library

Purpose: Cataloging workflows for purchased ebooks vary from one collection to another depending on the availability, quality, and quantity of the MARC records provided by the vendors. Batch processing (indicated with *below) is used to catalog hundreds or thousands of records at a time by taking advantage of the economy and speed of vendor-supplied records. The individual cataloging approach is performed by adding vendor-supplied links to the records found on OCLC WorldCat one by one. The records thus handled are usually of better quality in addition to having the advantage of showing holding information in WorldCat.

*ACLS (American Council of Learned Societies) Humanities Ebook

           Records cataloged by University of Michigan, generally of high quality

  1. Notice received from Librarian
  2. MARC records freely available for download at ACLS website
  3. Check updates every two months
  4. Use MarcEditor in MarcEdit to do the following customization editing:
    • Replace "=090 \\" with "=050 04" using Edit>Replace (or CTRL+R)
    • Add "ed" to call number
      • In MarcEdit, go to Tools > Edit Subfield Data
      • Enter the following information:
        Field: 050
        Subfield: b
        Field data: ^e (This is a special command that tells MarcEdit to append the new text to the end of the subfield instead of replacing the text currently in the subfield.)
        Replace with: eb
      • Some call numbers may have already ended in eb, in which case they will now end in ebeb. To correct this, go to Edit > Replace (or CTRL+R). In Find What, type ebeb. In Replace With, type eb. Click Replace All.
    • Add EzProxy prefix http://www.library.umaine.edu/auth/EZProxy/test/authej.asp?url= to URLs in 856 fields
    • Add "$z UM Orono Access" display notes
      • In Tools > Edit Subfield Data, enter the following information:
        Field: 856
        Subfield: u
        Field data: ^e
        Replace with: $zUM Orono Access
    • Using Tools>Add/Delete Field (F7) add command line "=949 33$a*recs-b;ov-.o;b1-4;b2-o;b3-z;bn-oweb;i-/ty-97/loc-oweb/i2-r/sta-k"
  5. Export records from MarcEdit to Millennium
  6. Verify the link works in URSUS

AIP (American Institute of Physics) Conference Proceedings

  1. Monitor via subscription to email alerts at AIP website
  2. Catalog individually from email alerts. Usually there will be available records in 2 weeks
  3. Titles published after 2006 have been individually cataloged. Tina has turned off titles published after 2006 in Serials Solutions so there are no duplicates coming from its monthly updates
  4. Search in OCLC Connexion using ISBN
    • Add "eb" to call number
    • Add EzProxy prefix http://www.library.umaine.edu/auth/EZProxy/test/authej.asp?url= to URL in 856 field
    • Add "$z UM Orono Access" display note to end of 856 field
    • Add command line "949 33 *recs-b;ov-.o;b1-4;b2-o;b3-z;bn-oweb;i-/ty-97/loc-oweb/i2-p/sta-k"
  5. Produce the record and export to Millennium
  6. Verify the link works in URSUS

*APA (American Psychological Association)

  1. Notice received from Acquisitions
  2. MARC records freely available for download at APA website. Ask Deb for login information.
  3. Use MarcEditor in MarcEdit to do the following customization editing:
    • Add "eb" to call number
      • In MarcEdit, go to Tools > Edit Subfield Data
      • Enter the following information:
        Field: 050
        Subfield: b
        Field data: ^e (This is a special command that tells MarcEdit to append the new text to the end of the subfield instead of replacing the text currently in the subfield.)
        Replace with: eb
      • Some call numbers may have already ended in eb, in which case they will now end in ebeb. To correct this, go to Edit > Replace (or CTRL+R). In Find What, type ebeb. In Replace With, type eb. Click Replace All.
    • Delete 263 field
    • Replace "$3Table of contents" with  EzProxy prefix http://www.library.umaine.edu/auth/EZProxy/test/authej.asp?url=
    • Add "$z UM Orono Access" display notes
      • In Tools > Edit Subfield Data, enter the following information:
        Field: 856
        Subfield: u
        Field data: ^e
        Replace with: $zUM Orono Access
    • Add command line "=949 33$a*recs-b;ov-.o;b1-4;b2-o;b3-z;bn-oweb;i-/ty-97/loc-oweb/i2-r/sta-k"
  4. Export records from MarcEdit to Millennium
  5. Verify the link works in URSUS

*ASCE (American Society of Civil Engineers) Conference Proceedings [1 time process]

  1. MARC records set obtained from Serials Solutions for a Massachusetts library
  2. Skeletal records of low quality, but better than none
  3. Approved to use by Cataloging Standards Committee
  4. Use MarcEditor in MarcEdit doing the following customization editing:
    • Add "730 0\$aASCE conference proceedings"
    • Add "$z UM Orono Access" display note
      • In Tools > Edit Subfield Data, enter the following information:
        Field: 856
        Subfield: u
        Field data: ^e
        Replace with: $zUM Orono Access
    • Add command line "949 33$a*recs-b;ov-.o;b1-4;b2-o;b3-z;bn-oweb;i-/ty-97/loc-oweb/i2-r/sta-k"
  5. Export records from MarcEdit to Millennium
  6. Verify the link works in URSUS

CQ Press

  1. Order placed by Acquisitions
  2. Tina notified to activate on SerSol in the selected titles only collection(s)
  3. Tina adds note to order record (attached to bib order rec) to indicate activation completed
  4. Tina sets up tickler and monitors for availability of a MARC record thru 360 MARC
  5. If 6 weeks pass and still no plans for a 360 MARC generate records, pass on to Barb for cataloging

ebrary

  1. Acquisition staff send notification of available titles to Barb via email
  2. Open attached spreadsheet
  3. Search in Millennium to see if record is in URSUS. If so see Adding Item Records to URSUS
  4. If no record present in URSUS, Copy and paste title into Connexion field search box, select title from the dropdown list
  5. Select “Computer files” from the dropdown list under “Format”
  6. Check “Retain Search” box
  7. Select Provider-Neutral ebook record to use as much as possible
  8. Add gift notes if needed
  9. Add EzProxy prefix " http://www.library.umaine.edu/auth/EZProxy/test/authej.asp?url= " to the URL copied from the spreadsheet in 856 field
  10. Add "$z UM Orono Access" display note
  11. Add EzProxy prefix to the URL supplied by ebrary
  12. Add command line "949 33 *recs-b;ov-.o;b1-4;b2-o;b3-z;bn-oweb;i-/ty-97/loc-oweb/i2-r/sta-k"
  13. Produce holdings and export record to Millennium
  14. Verify the link works in URSUS

ebrary PDA records

For complete procedure, please see: Cataloging/pda_procedure.htm on the Development Server.

Gale

  1. Notice from Acquisitions
  2. MARC records and links available from Gale website. For more information see Processing Gale eBooks
  3. Two cataloging options:
    • Use OCLC records + links supplied by Gale (more efficient for single records and small groups)
    • Use Gale supplied records (more efficient for larger batches)
  4. Edit in Connexion or MarcEdit:
    • Add EzProxy prefix to the URL supplied by Gale
    • Add "$z UM Orono Access" display note
    • Add command line "949 33 *recs-b;ov-.o;b1-4;b2-o;b3-z;bn-oweb;i-/ty-97/loc-oweb/i2-r/sta-k"

NetLibrary/EBSCO Ebooks

  1. Sharon or Deb send notification emails to cataloger
  2. Follow the instruction in the email to download the records
  3. Use MarcEdit to open the file
  4. Copy the OCLC number in the record
  5. Search in Millennium to see if record is in URSUS. If so see Adding Item Records to URSUS
  6. Search in Connexion by online ISBN
  7. Edit the record
    • Add EzProxy prefix http://www.library.umaine.edu/auth/EZProxy/test/authej.asp?url= to URL in 856
    • Add "$z UM Orono Access" display note
    • Add command line "949 33 *recs-b;ov-.o;b1-4;b2-o;b3-z;bn-oweb;i-/ty-97/loc-oweb/i2-r/sta-k"
  8. Produce record and export to Millennium
  9. If no order record found to overlay, the EBSCO e-book(s) were purchased on approval and the item record's ICODE2 field should be "p".
  10. Verify the link works in URSUS
  11. Send list URSUS record links to TJ so he can add order records for approval e-books when invoice is received.

SAGE

  1. TJ sends notification email to cataloger
  2. Open spreadsheet attachment, which includes titles and OCLC numbers
  3. Search in Millennium to see if record is in URSUS. If so see Adding Item Records to URSUS
  4. Search in Connexion using OCLC number
  5. Edit in Connexion
    • Append "eb" to the end of call number
    • Add EzProxy prefix to URL in 856 field
    • Add "$z UM Orono Access" display note
    • Add command line "949 33 *recs-b;ov-.o;b1-4;b2-o;b3-z;bn-oweb;i-/ty-97/loc-oweb/i2-r/sta-k"
  6. Produce record and export to Millennium
  7. Click link to see if the title is published. If not, suppress the record in Millennium and notify TJ
  8. TJ notifies cataloger to unsuppress the record when the title is available

*Springer

  1. Monitor site for updates as no alerts service in place
  2. Use procedure Batch Processing Springer Ebook Records

Wiley

  1. Acquisition staff send yellow slips to Barb
  2. Go to Wiley Web site through Fogler's Indexes & Databases
  3. Search by publication titles
  4. Copy online ISBN
  5. Check “Retain Search” box
  6. Search in Millennium to see if record is in URSUS. If so see Adding Item Records to URSUS
  7. Search in OCLC using online ISBN
  8. Select Provider-Neutral ebook record to use as much as possible
  9. Add 856 field, two options:
  10. Add "$z UM Orono Access" display note
  11. Add command line "949 33 *recs-b;ov-.o;b1-4;b2-o;b3-z;bn-oweb;i-/ty-97/loc-oweb/i2-r/sta-k"

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Created by: Technical Services | Revised: 01/22/2014
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