Vendor MARC Records for E-Content

Vendor MARC Records for E-Content ALCTS Automated Acquisitions In-Process Control Systems Discussion Group January 13, 2008

Marsha Garman Acquisitions 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 Marshall Associate 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 Considerations Good 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 Charbonneau Systems Librarian Indiana University Member of the Standing Committee on Automation of the PCC

Program for Cooperative Cataloging “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) Program for Cooperative Cataloging

Committees: Standing Committee on Standards Standing Committee on Training Standing Committee on Automation Program for Cooperative Cataloging

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.”

Third Task Group on Journals in Aggregator Databases (2004) http://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. • Third Task Group on Journals in Aggregator Databases (2004)

MARC Record Guide for Monograph Aggregator Vendorshttp://www.loc.gov/catdir/pcc/vendorguiderevised.pdf Primary audience: “The community of publishers and vendors who make aggregations of monograph records available to libraries.”

What Next? 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 Breaux Vice-President for Academic Service Development YBP Library Services

eBook Catalogingand Monographic Vendors Ann-Marie Breaux * ALA Midwinter YBP Library Services * January 13, 2008

Vendor Cataloging Considerations • Reliability • Predictability • Speed • Revenue • Standards • Local Variation* • 856 Construction*

Types 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 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 Rulebook PCC’s MARC Record Guide for Monograph Aggregator Vendors http://www.loc.gov/catdir/pcc/vendorguiderevised.pdf

Sample Customer A eBook Cataloging Instructions • 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 key 980 $a invoice date 980 $f invoice number 980 $g number of copies on invoice line 980 $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 ebook 981 $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 B eBook Cataloging 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 OrderKey 949 $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 number 980 $g Quantity 981 $b Fund code 981 $c Location code in order • Prefix all fund codes with 113900051640. • Output additional local data as follows: Location code in order: E-BOOK Item type(949 $t): E-BOOK Holding Code (949 $h): LIBRARYWEB Home Location (949 $k): LIBRARYWEB Current Location (949 $l): LIBRARYWEB Library(949 $m): INTERNET

Sample eBook Cataloging 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 Cataloging 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 Cataloging Challenges • Increased Original Cataloging • More Complex Local Data Requirements • Delivery of Records over Time • Deletions • Multiple eBook Records for the Same Content/Evolving Standards

eBook Catalogingand Monographic Vendors Ann-Marie Breaux VP, Academic Service Integration abreaux@ybp.com Jim Shetler VP, Library Technical Services jshetler@ybp.com YBP Library Services

Cynthia M. Whitacre Manager of the WorldCat Quality & Partner Content Department OCLC

Vendor MARC Records for E-Content Materials in WorldCat ALA Midwinter 13 January 2008 Cynthia M. Whitacre Manager, WorldCat Quality & Partner Content Dept. OCLC

OCLC’s Vendor Record Contribution Program E-content records contributed through this program by: • Gale: Gale Virtual Reference Library • Wiley: Wiley Interscience titles http://www.oclc.org/partnerships/material/contribution/technical/default.htm for a list of partners

Specific 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 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 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 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 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?

Vendor MARC Records for E-Content