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Production workflows for creation of linked data- Tracer Bullet 1: Conversion of vendor-supplied MARC records
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title | Tracer Bullet 1: Conversion of vendor-supplied MARC records to BIBFRAME |
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diagrams for preso presentation explaining the workflow https://drive.google.com/open?id=0Bw5mhiKNGhr3MmppSXlDSm5PQUE TB flow stub record reactive conversion pipeline BF to Solr mapping and BF queries for that (for TB2 also?) | Existing MARC workflows Section |
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Overview of existing MARC workflows Image Added Expand |
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| A. Order placed- Data created (from BIB 9XX) -- For orders placed in vendor databases, the vendor sends order data in the bib record 9XXs, which are used to automatically generate the order record. For other kinds of orders, ACQ staff creates the order record manually in Symphony.
- Provisional data created (BIB) -- For orders placed in vendor databases, the vendor sends the provisional bib records to be automatically loaded into Symphony. For other kinds of orders, ACQ staff creates provisional bib records in Symphony or imports OCLC copy.
- Special handling instructions noted (BIB 9XX) -- For example, rush handling on receipt.
- Data published -- Searchworks indexes and displays the provisional bibliographic data.
- BIBFRAME transform -- Possible first BIBFRAME transform to allow discovery of on-order items.
B. Records received- Data updated (from BIB 9XX) -- N/A
- Provisional data replaced with full data (BIB) -- Matches on title control number in Symphony; preprocessing required to match on order ID first for Casalini.
- Tracking initialized with status "ON ORDER" (ITEM) -- Item record is automatically created during the full record load.
C. Items received- Tracking updated: "IN PROCESS" (ITEM) -- ACQ receiver wands item to pull up associated bib record, and changes the location to register that the item has arrived at SUL.
D. Manual updates- Data updated to match item & local standards (BIB) -- Depending on the state of the metadata, this work may be done by ACQ or CLASS. See the receiving workflow for more detail.
- Tracking updated (iterative): routing directions and history (BIB 9XX) -- Each time the item changes hands, the 910 field is updated. This is used to track the location of the item, to troubleshoot any issues that arise during processing or later, and to direct where the item should go next.
- Tracking updated: manual metadata work marked complete (BIB 9XX) -- The cataloging date in the 916 field is updated from "NEVER" to the current date. This registers that manual work on the metadata is done, and that the item will proceed to Binding and Finishing.
- Tracking updated: shelving location (ITEM) -- This shows that processing is complete and that the item is ready for use.
E. Automatic updates- Backstage: data replaced with authorities updated (BIB) -- MARC records in Symphony are overlaid with the updated records returned from Backstage.
- Nielsen, digital bookplates: additional data inserted (BIB 9XX) -- Nielsen data is inserted as 905, 920, and 986 fields; these are indexed in SearchWorks as the corresponding 5XX fields. For digital bookplates, a 979 field is inserted with a link to the bookplate object in the SDR.
- Casalini, OCLC: additional data inserted (BIB) -- Casalini TOCs are downloaded as PDFs, and a link to the local file is added as an 856. OCLC master record numbers are inserted as an 079.
- BIBFRAME transform -- Possible later BIBFRAME transform to minimize the work required to keep both datasets in sync.
F. External updates- OCLC: SUL holdings updated -- N/A
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Firm orders Image Added |
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Approval orders Image Added |
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Receiving Image Added |
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Automatic record enhancements Image Added |
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MARC-to-BIBFRAME conversion workflow implemented by LD4P Section |
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Dataflow for conversion workflow Image Added |
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Exploratory MARC-to-BIBFRAME conversion workflows | Analysis of existing MARC workflows
Overview of MARC workflows Image Removed Firm orders Image RemovedApproval orders Image Removed Receiving Image Removed Automatic record enhancements Image Removed user stories for these 2 tracer bullets |