Berkeley Technical Services Discussion Group Meeting
Wednesday, November 7, 2007
9:00am to 11:00am
303 Doe
Agenda
1. Announcements
-Sue Miller announced that Public Health Library is now open and in their new location in 1 University Hall. Just a reminder that everyone is invited to come to our open house on Thursday, Nov 15th from 3:30-5 pm. Please join us in celebrating our new space. We will be having light refreshments.
-Don Lee announced a reminder that there are a lot of dead serial records in Innopac that need to be closed out and deleted. It is the owning units responsibility to review their records and close out and delete serial records in Innopac. You can easily get a list of these by running a boolean search on your records in Innopac. Judith offered some printed copies of the Draft Closing Serial Titles document for those people that wanted them. All libraries need to make an effort to clean up their closed records on a regular basis.
-Virgilyn Abibas announced that David MacFarland is the new Operations Manager for the Anthropology Library. He can be reached at 2-2419 or dmacfarl@library.berkeley.edu. Congratulations David!
-Chikako Pierce announced that EAL is to begin the first phase of their move to the new library space after Thanksgiving. Part of the staff will be moving in November with the rest to follow in January. The EAL will be closed to the public during the move which should last from January to March 2008. Also, just a reminder that the Library's annual Holiday Party will be held in the new EAL Library space.
-Judith announced for Rebecca (who could not attend) that as you have heard, David MacFarland has left Technical Services as the Head of the Check-in Unit, and has taken the position of Operations Manager at the Anthropology Library. The Head of Check-In position is now listed on the Campus HR website. It was listed as Open Until Filled but first review starts 11/15. Meanwhile, people can contact our Check-In Unit staff (Alan Silverman, Tony Sucheston, Kate Phillips) or email check-in@library.berkeley.edu if they have questions or problems. Or, they are welcome to contact Rebecca as the Division Head. Rebecca has a new phone number: 2-1166 but her voice mail is not working yet.
-There will be a mini class on WITHDRAWALS at the next B-Tech meeting in December. Everyone that performs any serial or monograph withdrawals should plan to attend including any circulation staff that may be responsible for withdrawals. Please try to come to this meeting it is VERY important.
-Reminder, B-Tech always meets the first Wednesday of the month from 9-11 in 303 Doe unless the meeting is cancelled due to lack of agenda items. Please put these dates on your calendar.
2. Systems Gladis Update / C. Takaro
Gladis updates and projects for the period August 1-Nov. 1, 2007
- New character implementation: Late August implemented remaining new characters supported by OCLC which Gladis was not allowing to load (euro sign, musical sharp, etc.). Records with these characters were previously rejected. Now records with these characters can load and export correctly, but fields containing these characters can not be edited on Gladis, and they can not be input on Gladis. Please see the following for the full list of newly implemented characters (two were implemented Feb. ’07, these were the remaining ones):
http://www.oclc.org/support/documentation/worldcat/tb/252/
(Section 5: Character Set Changes)
Unrelated problem with underscore and tilde in some URL's in Pathfinder reported late October, fixed last week.
- Change to 035 protection for bib replace via disposition code or reviewq: As of October 1st, changes went into place that affect how bibliographic replace loads work vis a vis the 035 field. These changes apply to bib replaces done using the disposition code and records loaded with the review queue from OCLC.
Records loaded via bibliographic replace will no longer protect any existing 035. If the OCLC number of the new record coming in is different from the OCLC number of the record on Gladis, the new OCLC number will be in the 035 of the record after it loads and the old one will be removed. WARNING: other 035s that existed in the Gladis record being replaced, like SFX number, RLIN number, etc. will also be removed - no protection is happening for the 035. If you are replacing a record that has local information in Gladis not found in the copy on OCLC (such as 856s, added entries, SFX number in the 035, etc.) please make sure to copy that information back into the record so it is not lost.
This is to stop the problem of Gladis records having more than one OCLC number. The OCLC reclamation project cleanup group has been working on manually resolving all records in Gladis with more than one OCLC number, and once their work is complete that situation should not reoccur. Having one and only one OCLC number in each corresponding record in Gladis is important not only for OCLC reclamation but also for other projects like the OCLC/Melvyl pilot project. As of October 1st, it is no longer necessary to manually delete the OCLC number from Gladis before performing a bib replace of a specific Gladis record with a different OCLC record.
You may be hearing more about training/procedures for Bib Replaces in the near future. It is important that this powerful but potentially dangerous function be used only by those with adequate training.
- OCLC reclamation project: Work on this project has been active during this period. Records previously rejected from Gladis (and noted on the error logs) or sent to the reviewqs but not yet loaded have all been loaded, so that Gladis is up to date for what was sent from OCLC. Gladis records with more than one 035 OCLC number in them have mostly been resolved (one OCLC number removed, one remains). OCLC numbers found in more than one Gladis record were reported but the size of the results (9,000+ records) is great and the work needed some of the records significant. Because this project does not have to be completed before OCLC reclamation, it was decided that this should be pursued as a separate project. Armanda is working on putting together a proposal to resolve these.
Project specifications are nearly complete and only a few details, and a good bit of programming remain before we can start building the snapshot of Gladis to send to OCLC. The goal is to start producing the snapshot on or soon after Dec. 1st.
- SCP load: Both serials and monographs are up to date, including Calif. Government Documents which were not being loaded previously. Now all categories of records from SCP are loaded weekly, and any problems written to reviewqs or error logs for Technical Services staff to resolve.
- NetLibrary records: Work with OCLC continues with the goal of having a process in place that produces usable records. They have had a lot of startup problems with this workflow.
- Melvyl load freeze: Load freeze lasted from mid August to October 9th - they are processing all the files we sent during that period in the order received. As of Monday Nov. 5th they had processed files we produced through 9/22/07.
- OCLC/Melvyl pilot: Analysis and planning are underway for the Gladis side of supporting “request” and “circ info” from OCLC, as part of the OCLC/Melvyl pilot.
- Institutional records: OCLC has implemented institutional records with Connexion 2.0 - we are doing programming to support institutional records being sent to Gladis but it is still in process and no institutional records should be sent until the programming is ready. The changes are to index the OCLC number of the associated master record (in the 079) when an institutional record is sent to Gladis. This will allow a master record and any associated institutional records to “behave” as if they were the same record in Gladis.
- Barclay’s collection integrity group’s reports: Produced call number labels and lists of NRLF barcodes for randomized v/cs in targeted call number areas for a MAIN stack check as part of the work of the collection integrity task force work.
- URL change job: Ran a batch job to change urls, add SFX 035s, adjust 730s for a set of records (Extenza to Atypon)
- Authority record size increase: Changes were made to Gladis to allow larger authority records to load from Library of Congress.
- $4 relator code table changes: Changes went into Gladis in late August to allow the full list of MARC relator codes to load. Previously headings with codes not authorized in Gladis were stripped from records as they loaded, this change implements the full list as approved for Gladis.
- Move support: New “soft” notes implemented for PUBL, BANC in Gladis, Pathfinder and Melvyl in support of their current and upcoming moves. All PUBL and BANC records resent to Pathfinder for this change. Other misc. changes in support of the PUBL move.
In progress: ISBN indexing for longer ISBNs, 079 indexing, CIS records load
3. 2008 Serial Renewals / D. Lee
Staff have been asking about the 2008 serial renewals and when payments will show up in Innopac and what are they supposed to do with all the paper renewal notices that are received in the branches. With the major vendors like EBSCO, SWETS, HARRASOWITZ the payments are in their databases slated for renewal. Most all renewals are done electronically now. Completed renewals won't actually happen until the end of the year when the electronic payments go through and start showing up in Innopac. In addition to the automatic electronic renewals there are sometimes "bill later" renewals that will need to be manually done by the vendor. For some of the smaller vendors if you see no payment information about the 2008 renewals please email serpay@library.berkeley.edu.
As far as what to do with the paper renewal notices you get in the mail, you can probably just toss the ones from the major vendors that we do electronic renewals with. You can verify payments by looking the title up in the prospective online vendor database. If you don't have the time to look these up then you can go ahead and send the paper renewals on to "serpay". Please be careful to look at the notices for any new information about online access and be sure to let "serpay" know.
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