8 for All 9 for Mine

1
8 for All 9 for Mine

• The use of 856 956 fields
• Examples for OhioLINK Institutions

2
Contents

• Part 1 Examples of records displays as they
  will appear after the change is made
• OhioLINK Resource examples
• Serial, E-book, Database
• Millennium record, Local view, Central Catalog
  view
• Member Institution Resource examples
• Serial, E-book
• Millennium record, Local view, Central Catalog
  view
• Multiple Means of Access examples
• Serial, E-book
• Millennium record, Local view, Central Catalog
  view

3
Contents continued

• Part 2 Work flow
• Conceptual overview
• Bare-bone Boolean strategies
• Action steps for making changes in the catalog
• Step-by-step procedures

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Context

• Record examples (part 1)
• Apply to records for electronic resources
• Are designed to aid member institutions staff in
  using the 856 and/or the 956 fields in the
  bibliographic record
• Do not illustrate changes to bcode3.
• Work flow (part 2)
• Changes in the use of Bcode3 will be addressed in
  the suggested work flow.

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Important note

• No changes in procedures are needed for resources
  freely available to anyone and everyone using the
  Internet
• In other words, continue to use the 856 for urls
  for freely available Internet resources

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OhioLINK Resource Serial

• Serial in the EJC
• Bib record coding BCODE3 g
• Member institution provides no additional online
  versions of the serial through this record
• No change to 856 field needed

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OhioLINK Resource Serial
BCODE3g indicating OhioLINK resource
NO CHANGE to 856 NEEDED
Only access through EJC
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OhioLINK Resource Serial Local View
856 Public note appears here
9
OhioLINK Resource SerialCentral Catalog View
856 Public note appears here
10
OhioLINK Resource E-book

• E-book is an OhioLINK acquisition
• Bib record coding BCODE3 g
• Member institution provides no additional online
  versions of the e-book through this record
• No change to 856 field needed

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OhioLINK Resource E-book
BCODE3g indicating OhioLINK resource
NO CHANGE to 856 NEEDED
NetLibrary resource purchased by OhioLINK
consortium
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OhioLINK Resource E-bookLocal View
856 Public note for OhioLINK NetLibrary book
appears here
13
OhioLINK Resource E-bookCentral Catalog View
856 Public note appears here
14
OhioLINK Resource Database

• Database is an OhioLINK acquisition
• Bib record coding BCODE3 g
• No change to 856 field needed

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OhioLINK Resource Database
BCODE3g indicating OhioLINK resource
NO CHANGE to 856 NEEDED
EBSCOhost database leased by OhioLINK consortium
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OhioLINK Resource DatabaseLocal View
856 Public note for OhioLINK database appears here
17
OhioLINK Resource DatabaseCentral Catalog View
856 Public note appears here
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Member Institution Resource Serial

• Serial not in the EJC
• Only access is through local institution
  subscription/lease

19
Member Institution Resource Serial
BCODE3 ? g
Serial is not in the EJC Only access through
institutional subscription/lease
20
Member Institution Resource Serial Local View
956 Public note appears here
21
Member Institution Resource SerialOhioLINK
Central View (Institutional Holdings)
956 Public note appears in member institutions
holdings
22
Member Institution Resource E-book

• E-book not provided through OhioLINK
• Only access is through local institution
  subscription/lease

23
Member Institution Resource E-book
BCODE3 ? g
Only access is through institutions
subscription/lease
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Member Institution Resource E-bookLocal View
956 Public note appears here
25
Member Institution Resource E-bookCentral
Catalog View
956 Public note appears in member institutions
holdings
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Multiple Means of Access Serial

• Serial in the EJC
• Member institution provides additional access
  through purchase/lease
• OhioLINK Central Catalog view shown (with current
  practice of using BCode3g)
• Mock up of OhioLINK Central Catalog view (as it
  will appear when BCODE3g no longer used)

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BCODE3 g
Multiple Means of Access Serial
Serial in EJC
Member institution provides additional access
through purchase/lease
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Multiple Means of Access SerialLocal View
Access provided through EJC (856)
Access provided through JSTOR (956)
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Multiple Means of Access Serial Central Catalog
View Current view
Member institutions provide Access through
purchase/ Lease (url coded in 956 field)
Access provided through EJC (url coded in 856
field)
BCODE3g overrides benefits of using 956
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Multiple Means of Access Serial Mock Up of
Future Central Catalog View
856 public access note EJC
956 public access note
as it will look after Bcode3 no longer used
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Work FlowConceptual Overview Booleans Needed
Records in the local institutions catalog that
have links to Internet resources
Records representing OhioLINK resources
Records that provide additional institutional
access to resource
Records for paid resources available to subset
of OhioLINK users
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Bare-bone Boolean Strategies(Local practices
will influence details)
BASE BOOLEAN typeb and MARC tag 856?blank
USING BASE BOOLEAN RESULTS then BCODE3g
USING BASE BOOLEAN RESULTS then Use local
practice to break out paid resources
USING BCODE3 RESULTS then MARC tag 856 at
least one field doesnt have rave
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Overview of Actions to be performed on Subsets
of Base Boolean
WARNING Changing BCODE3 to - will/must be
LAST step in entire process
Result Set Multiple 856s. Review manually
change all institutional resources to 956s
Records that have links to Internet resources
Records representing OhioLINK resources
Records that provide additional institutional
access to resource
Records for paid resources available to subset
of OhioLINK users
Result set All OhioLINK resources. Change all
records with BCODE33 to BCODE3-
Result Set Paid for member resources. Change all
856s to 956s
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BASE BOOLEAN
Non-OhioLINK paid for resources
Colors used to represent Boolean Results Sets On
Previous Slides Are Continued on Following Slides
Records representing OhioLINK resources
Member resource OhioLINK resource
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Step-by-step Step 1
BASE BOOLEAN
Gather the BASE BOOLEAN A set of all records
that have links to Internet resources
Potential Boolean strategy Bib records that have
an 856 field Millennium create list type (b)
field (!) 846 condition (?) value
(blank) SAVE results
Caution For large libraries, this could be a
very large set of records. Libraries may wish to
put more limits in the strategy. For example,
one could eliminate government documents in
order to reduce the size of the result set.
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Step-by-step Step 2
Gather a subset of records from the results of
the BASE BOOLEAN for a set of records that have
links to Internet resources and that link to
OhioLINK resources
Records representing OhioLINK resources
Potential Boolean strategy Bibliographic records
where BCODE3 g Millennium create list type
(b) field (BCODE3) condition () value (g)
SAVE results
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Step-by-step Step 3
Gather a subset of records from the results of
the previous Boolean for set of records that have
links to Internet resources and that link to
OhioLINK resources and to individual member
resources
Member resource OhioLINK resource
Potential Boolean strategy Bibliographic records
where at least one 856 field does not have
rave Millennium create list type (b) field
(!) 856 condition (o) value (rave) SAVE
results
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Step-by-step Step 4
Gather a subset of records from the results of
the BASE BOOLEAN For set of records that have
links to Internet resources and that do not link
to OhioLINK resources and For which the member
institution purchases/leases/subscribes
Non-OhioLINK paid for resources
Potential Boolean strategy Use local practice of
coding fields to inform design of a search that
breaks out paid resources SAVE results
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Step-by-step
Step 5
Result set Multiple 856s Review all 856 fields
manually change all local institutional
resources to 956s
Result Set Paid for member resources. Change
all 856s to 956s
Step 6
Step 7 It is important that this is the last
step of the process
Result set All OhioLINK resources. Change all
instances on records that have BCODE3g to
BCODE3-
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Thank you Prepared by Tschera Harkness Connell,
Ph.D. Associate Professor and Head, Scholarly
Resources Integration Dept.
The Ohio State University Libraries
connell.17_at_osu.edu