Berkeley Technical Services Discussion Group Meeting of November 1, 2006

Berkeley Technical Services Discussion Group Meeting

Wednesday, November 1, 2006

9:00am to 11:00am

303 Doe

Agenda

1. Announcements

-NRLF has done their first recall item based on the new NRLF persistence policy. The NRL note holds count of the number of volumes sent back to owning libraries. Any volume that is recalled from NRLF to be placed back in the owning library gets a NRL note that says "recalled by owning library". NRLF is currently working on written procedures for recalling items from NRLF and will let everyone know when they have worked out these procedures. If you want to see what the record looks like see call number Z2521.E8 MAIN (GLADIS#: 100759284B)

-S. Wekselbaum reported that they no longer send analyzed serials back to the branches with their pink ANAL flags in them. This is a change in the way they internally process the analytics. When a serial is received in cataloging to be analyzed it will have an ANAL flag in it. Once a serial is actually analyzed, they remove the flag and put it into another workflow to go back to the branches. This helps them keep track of moving things out of Technical Services.

-The UCB Library Universal Discharge – 6 month Pilot program will take place next spring. It will not be advertised and a small group of circulation supervisors will be assigned to study the impact of full implementation of universal discharge on staff training and movement of books from unit to unit.  When the program starts, they should let everyone know.

2. Systems Gladis Update

Gladis notes for the period 9/1/06-10/31/06

1- Google mass digitization:

a. Record upgrade for n level records (UCB affiliate records and non-UCB records): We sent CDL 533,000 n level records, and they returned 426,888 records that meet enough match criteria to load as is; 48,194 that could be loaded with human intervention using a reviewq process (though no workflow has been identified to actually process these at this time), and 58,666 that did not match anything in Melvyl. Matching Melvyl records was challenging because of the brevity of the bibliographic information in the n-level records. These records are now being interfaced to prepare them for loading and loading may be in progress by meeting time and will continue for much of November.

What does this mean to the public? N-level records get exported to Pathfinder (only), so this means that anyone searching Gladis or Pathfinder will now be much more likely to run across one of these n-level records in their search results. Since the short n-level records had so little bibliographic information, probably the public ran into them quite rarely before. There may be confusion as to why they are retrieving a record for something UCB doesn't own.

What does this mean to technical services staff? These records will have full (or fuller than before) cataloging, but will still be n-level. They will still be protected from merging with UCB Gladis records and from being edited by anyone except NRLF just as n level records are now. The record level will still be "n". Some n-level records won't get upgraded right away (or at all) because a match wasn't found or the match was not sufficient to load safely. New deposits are still receiving the traditional "cute" little n-level records, not full cataloging.

b. Mass-charge went live on 10/23 - NRLF staff are using this new suite of programs to charge ranges of barcodes (or individual barcodes) to carts (set up as patrons NRLF001-NRLF250 in Gladis), and generate associated charge and error logs, shipment manifests, and MARC metadata records. This took up most of Sept. and Oct.'s programming time for this unit.

2- 590s now searchable in Pathfinder "notes" field:

The 590 field is being used as a way for Technical Services to do brief cataloging on certain bodies of material and send that material to the stacks, with special text in the 590 so that a list can be compiled if those items are identified for an upgrade project in the future. This field is now indexed with the "notes" fields on Pathfinder so that these lists can be compiled on demand by staff, without having to ask for a report from Gladis from Systems.

Some changes to Pathfinder had to be made to do this, and all the records that have a 590 had to be resent from Gladis to Pathfinder. This process identified and resent over 59,000 records. Apparently this field has been used for very different purposes over time. Some examples: apparently early "bound withs" were handled this way (see GL# 24652); sometimes it was used to give extra information (GL# 23887); it may have been used for various projects (GL# 151591207); and tens of thousands came from the Shared Cataloging Project's records for the Early American Imprints set (GL# 151842946).

When doing a "notes" search on Pathfinder, you're searching all the indexed 5xx fields at once, there's no way to narrow it to just the 590. But now notes searches will retrieve keywords from the 590 as well as other 5xx fields. Technical Services plans to use care to pick unique terms for their project use to reduce false retrievals.

3- NRLF Building Use Only circ status:

More detail was given on this project in the previous BTECH meeting, but programming continued into early Sept. Many batch programs and parts of Gladis were changed to do this.

4- OCLC loader:

Changes to pick up transaction type code from the 994 field instead of byte 22 of the leader; OCLC discontinuing use of byte 22 in leader by 11/12/06.

5- Proxy server access:

Changed GLADIS to allow new category of patron to have proxy server access: concurrent enrollment students registered via UC extension and who paid Priv Desk for library privileges, coded as “N” “25" “CON”.

6- Upcoming projects:

Programming is underway to support two new changes to data in catalog records coming to us from OCLC.

First is the 13 digit ISBN, to be implemented by Jan 1 2007. Currently the long ISBNs can be entered on Gladis, but they aren't indexed. The programming to index them as they load is underway. When it is ready, all existing long ISBNs will be indexed, along with new ones entered or loaded to Gladis.

Second: OCLC number expansion, new prefix, and new field. OCLC numbers will soon start coming to us twice, once in the usual place (which we load as an 035) and once in an 035 with different formatting, which we will load as an 039. This new second OCLC number will appear in Gladis and Pathfinder as an 039 but will be converted back to an 035 when the records are exported to Melvyl, etc. The new, longer OCLC numbers will start with ocn instead of ocm.

For OCLC details on both of these projects, see:

http://www.oclc.org/support/documentation/worldcat/tb/253/default.htm

3. Technical Services Review / V. Moon

V. Moon talked about the Technical Services Review. The charge of the TSR was to look into short term solutions for the department and what was most essential for the library to address. Ginny's job was not to create a master plan for the department but for solutions to "shore" it up to get things going. She tried to create a plan to address back logs, quality control, and communication. She made recommendations based on her observations and interviews with various staff. For details on the report go to: http://www.lib.berkeley.edu/Staff/tsd/review/

4. Technical Processing questions / Open Discussion

-Please review all records for books you are sending to NRLF. Some volumes are being sent to NRLF that have Circ Notes in them that say various things such as "Library Use Only". Please remove any erroneous circ notes before sending volumes to NRLF. NRLF should be receiving clean records.

-The question came up about macros for Gladis. Some people have been having problems with their Gladis marking macro. This can often be due to XP. If you are having problems with your Gladis marking program, contact David Zuckerman in systems. Some staff use macros when using regular Gladis Maintenance. It was thought that a future agenda topic could be to discuss the various ways staff creates macros for Gladis. It has been many years since any classes have been taught on macros. Judith will look into the possibility of this.


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