Profile Guide Chapter 1 - Revision history

Jeremy: /* UTF8 vs MARC8 Format */

2010-12-09T18:28:31Z

‎UTF8 vs MARC8 Format

Jeremy: /* ILS Handling */

2010-12-09T18:27:44Z

‎ILS Handling

Jeremy at 17:28, 9 December 2010

2010-12-09T17:28:21Z

Nate: /* File Size */

2009-10-19T21:40:02Z

‎File Size

WikiSysop at 17:11, 30 October 2008

2008-10-30T17:11:33Z

WikiSysop: Protected "Profile Guide Chapter 1" [edit=sysop:move=sysop] [cascading]

2008-08-12T16:14:23Z

Protected "Profile Guide Chapter 1" [edit=sysop:move=sysop] [cascading]

Jreese: /* Planning Guide */

2008-08-08T17:50:50Z

‎Planning Guide

Nate at 16:23, 5 August 2008

2008-08-05T16:23:38Z

Nate at 21:18, 30 July 2008

2008-07-30T21:18:21Z

Nate at 15:25, 30 July 2008

2008-07-30T15:25:09Z

← Older revision		Revision as of 18:28, 9 December 2010
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	Please indicate on Step 1.2 what format you will be sending your MARC records in by marking MARC8 for standard or UTF8 for Unicode.		Please indicate on Step 1.2 what format you will be sending your MARC records in by marking MARC8 for standard or UTF8 for Unicode.
		+
		+	MARS 2.0 now has the capability of accepting MARCXML files. If you would like to explore this option, please speak with your Backstage Project Manager.

	== Step 1.3 Question ==		== Step 1.3 Question ==

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 Your ILS system may have a different methodology when it comes to importing versus exporting records. Contacting your ILS system vendor will help clear these steps up.
-Since our Authority Control service can process bibliographic records in MARC21 format from almost any source, it may be necessary to contact the ILS vendor regarding the best way to export the records in the proper format.
+Since our Authority Control service can process bibliographic records in MARC21 or MARCXML format from almost any source, it may be necessary to contact the ILS vendor regarding the best way to export the records in the proper format.
 Bibliographic records in a library’s local ILS system are often the only copies that contain all the updates, modifications and enhancements made over the years. Most systems have an export feature that can create files of bibliographic or authority records in MARC format.

@@ Line 48: / Line 48: @@
 Please indicate on Step 1.1 the appropriate bibliographic record source and the expected number of records to be submitted.
-Libraries can also have files of new bibliographic records processed by Backstage before loading the records into their local database. We can obtain and process records from any of the following Backstage Library Works services and more before your library retrieves the records:<ul><li>Reclassification<li>Retrospective conversion<li>Automated Copy Cataloging (Marcadia)<li>Deduplication and Consolidation<li>Barcode and Spine Label<li>Non-MARC and Brief MARC Record Upgrade<li>Cataloging services (Primary Source Microfilm)</ul>
+Libraries can also have files of new bibliographic records processed by Backstage before loading the records into their local database. We can obtain and process records from any of the following Backstage Library Works services and more before your library retrieves the records:<ul><li>Reclassification<li>Retrospective conversion<li>Automated Copy Cataloging (Marcadia)<li>Deduplication and Consolidation<li>Barcode and Spine Label<li>Non-MARC and Brief MARC Record Upgrade<li>Cataloging services (Primary Source Media)</ul>
 We can also obtain bibliographic records from multiple sources, at specific intervals or on specific dates, and provide the library with a merged file of authority controlled records.
@@ Line 121: / Line 121: @@
 == Database Preparation Services ==
-If you are preparing for a system migration or upgrade, you may require additional services, which include:<ul><li>001 Control Number:  Generates an 001 field in records lacking this field. Control numbers can be based on any specified data by you or can be generated using any prefix and numeric structure. Alternatively, we can prepare a report of records lacking an 001 field.<li>Record Selection:  Extracts records from files for follow-up MARS 2.0 processing. Select records based on a range of criteria, including:<ul><li>Record status (add, change or delete)<li>Library identifier (in any field/subfield you specify)</ul><li>Record Deduping:  Compares each bibliographic record against all others in your file. As this is a cost item, please see your Sales Representative for these services:<ul><li>Retains the appropriate record (earliest, latest or “best” record), based on criteria you set<li>Transfers or merges holdings information (or any other tag) as specified<li>Deletes the duplicate record<br>The criteria for identifying duplicate records is done in one of two ways:<li>Comparing record control numbers<li>Comparing a normalized matching key consisting of the title, ISBN, local control    numbers and other elements from the bibliographic record</ul>
+If you are preparing for a system migration or upgrade, you may require additional services, which include:<ul><li>001 Control Number:  Generates an 001 field in records lacking this field. Control numbers can be based on any specified data by you or can be generated using any prefix and numeric structure. Alternatively, we can prepare a report of records lacking an 001 field.<li>Record Selection:  Extracts records from files for follow-up MARS 2.0 processing. Select records based on a range of criteria, including:<ul><li>Record status (add, change or delete)<li>Library identifier (in any field/subfield you specify)</ul><li>Record Deduping:  Compares each bibliographic record against all others in your file. As this is a cost item, please see your Sales Representative for these services:<ul><li>Retains the appropriate record (earliest, latest or “best” record), based on criteria you set<li>Transfers or merges holdings information (or any other tag) as specified<li>Deletes the duplicate record<br>The criteria for identifying duplicate records is done in one of two ways:<li>Comparing record control numbers<li>Comparing a normalized matching key consisting of the title, ISBN, local control numbers and other elements from the bibliographic record</ul>
 [[category:Profile Guide]]

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 === File Size ===
-Ten MB roughly translates to around 10,000 MARC records. With our website, we should not have any issues with files in excess of 350 MB each. However, we have discovered that files in excess of '''100,000''' records have a greater likelihood of becoming corrupt, so we recommend you send us files no larger than 100,000 records.
+Ten MB roughly translates to around 10,000 MARC records. With our website, we should not have any issues with files in excess of 350 MB each.
-If your ILS has difficulty exporting files in blocks of 100,000 records each, our Authority Control service is capable of separating the files during processing and returning them in manageable blocks.
+If your ILS has difficulty exporting files in manageable chunks, our Authority Control service is capable of separating the files during processing and returning them in the same chunk of data.
 Please indicate on Step 1.3 what format you would like Backstage to send your MARC records back to you by marking MARC8 for standard or UTF8 for Unicode. Also, please indicate the maximum file size (record-count) and if the records being distributed by Backstage will be by CD, FTP or via our website delivery system.
-−
 == Database Preparation Services ==
 If you are preparing for a system migration or upgrade, you may require additional services, which include:<ul><li>001 Control Number:  Generates an 001 field in records lacking this field. Control numbers can be based on any specified data by you or can be generated using any prefix and numeric structure. Alternatively, we can prepare a report of records lacking an 001 field.<li>Record Selection:  Extracts records from files for follow-up MARS 2.0 processing. Select records based on a range of criteria, including:<ul><li>Record status (add, change or delete)<li>Library identifier (in any field/subfield you specify)</ul><li>Record Deduping:  Compares each bibliographic record against all others in your file. As this is a cost item, please see your Sales Representative for these services:<ul><li>Retains the appropriate record (earliest, latest or “best” record), based on criteria you set<li>Transfers or merges holdings information (or any other tag) as specified<li>Deletes the duplicate record<br>The criteria for identifying duplicate records is done in one of two ways:<li>Comparing record control numbers<li>Comparing a normalized matching key consisting of the title, ISBN, local control    numbers and other elements from the bibliographic record</ul>
 [[category:Profile Guide]]

← Older revision		Revision as of 17:11, 30 October 2008
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	== Database Preparation Services ==		== Database Preparation Services ==
	If you are preparing for a system migration or upgrade, you may require additional services, which include:<ul><li>001 Control Number: Generates an 001 field in records lacking this field. Control numbers can be based on any specified data by you or can be generated using any prefix and numeric structure. Alternatively, we can prepare a report of records lacking an 001 field.<li>Record Selection: Extracts records from files for follow-up MARS 2.0 processing. Select records based on a range of criteria, including:<ul><li>Record status (add, change or delete)<li>Library identifier (in any field/subfield you specify)</ul><li>Record Deduping: Compares each bibliographic record against all others in your file. As this is a cost item, please see your Sales Representative for these services:<ul><li>Retains the appropriate record (earliest, latest or “best” record), based on criteria you set<li>Transfers or merges holdings information (or any other tag) as specified<li>Deletes the duplicate record<br>The criteria for identifying duplicate records is done in one of two ways:<li>Comparing record control numbers<li>Comparing a normalized matching key consisting of the title, ISBN, local control numbers and other elements from the bibliographic record</ul>		If you are preparing for a system migration or upgrade, you may require additional services, which include:<ul><li>001 Control Number: Generates an 001 field in records lacking this field. Control numbers can be based on any specified data by you or can be generated using any prefix and numeric structure. Alternatively, we can prepare a report of records lacking an 001 field.<li>Record Selection: Extracts records from files for follow-up MARS 2.0 processing. Select records based on a range of criteria, including:<ul><li>Record status (add, change or delete)<li>Library identifier (in any field/subfield you specify)</ul><li>Record Deduping: Compares each bibliographic record against all others in your file. As this is a cost item, please see your Sales Representative for these services:<ul><li>Retains the appropriate record (earliest, latest or “best” record), based on criteria you set<li>Transfers or merges holdings information (or any other tag) as specified<li>Deletes the duplicate record<br>The criteria for identifying duplicate records is done in one of two ways:<li>Comparing record control numbers<li>Comparing a normalized matching key consisting of the title, ISBN, local control numbers and other elements from the bibliographic record</ul>
		+
		+	[[category:Profile Guide]]

← Older revision	Revision as of 16:14, 12 August 2008
(No difference)

← Older revision		Revision as of 17:50, 8 August 2008
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	== Planning Guide ==		== Planning Guide ==
−	~~This guide is also freely available on the Authority Control website:<br>~~
−	~~     http://bslw.com/MARSguide1.pdf~~
−
	Please contact your Sales representatives to request additional no-charge copies of this Guide [800.288.1265].		Please contact your Sales representatives to request additional no-charge copies of this Guide [800.288.1265].

@@ Line 1: / Line 1: @@
-== Services Covered==
+The ''Backstage Library Works Authority Control: Planning Guide'' explains the wide variety of options available through the following MARC Record services:<ul><li>Authority Control<li>Current Cataloging & Notification<li>Remaster, Manual Review & TOC Enrichment<li>Bibliographic Record Manipulation<li>Reports: Standard, Optional, Customized</ul><br>
 The ''Backstage Library Works Authority Control: Planning Guide'' explains the wide variety of options available through the following MARC Record services:<ul><li>Authority Control<li>Current Cataloging & Notification<li>Remaster, Manual Review & TOC Enrichment<li>Bibliographic Record Manipulation<li>Reports: Standard, Optional, Customized</ul>
 == Planning Guide ==

@@ Line 45: / Line 45: @@
 == Step 1.1 Question ==
--1.	Bibliographic record source  (check all that apply)<ul><li>Local System Export / Vendor<li>Cataloging Services (specify services):  __________________<li>Not Applicable / No bibliographic records being processed<li>Expected number of records to be submitted: __________________</ul>
+[[Image:1-1.png]]<br>
 === Bibliographic Record Source ===
@@ Line 57: / Line 57: @@
 == Step 1.2 Question ==
--2.	Format of records being sent to Backstage Library Works  (check all that apply)<ul><li>FTP – dropoff<li>MARC-8<li>UTF-8<li>Other (specify): ___________________</ul>
+[[Image:1-2.png]]<br>
 === UTF8 vs MARC8 Format ===
@@ Line 73: / Line 73: @@
 == Step 1.3 Question ==
--3.	Format of records being distributed by Backstage Library Works  (check all that apply)<ul><li>FTP – pickup<li>MARC-8<li>UTF-8<li>Other (specify): _________________<li>Maximum file size is _________________ records</ul>
+[[Image:1-3.png]]<br>
 === Data Exchange Format ===

@@ Line 26: / Line 26: @@
 === 7 Steps ===
-Originally, we had our profile broken up into 10 separate sections, but this caused too much backtracking through other sections. In an effort to streamline the process, we have refined our profiles to just 7 steps.
+If you are processing your initial file of bibliographic records (basefile), please complete steps 1-5. If you will also be using ongoing services, please also complete step 6. Step 7 provides for special services outside of standard authority control including records enrichment. These are priced separately and should be discussed with your sales representative:<ol><li>'''Data Information''':  Local contact and data exchange format specifications.<li>'''Bibliographic Record Validation''': Lists all of the standard changes made to the bibliographic file.<li>'''Authority Cleanup''': Preferences for all of the headings within your bibliographic & authority records.<li>'''Output Options''': Divided into both bibliographic & authority file distribution.<li>'''Reports''': Format and layout options for reports.<li>'''Ongoing Services''': Updating your master authority file as well as processing the new bibliographic records added to your system.<li>'''Optional Services''': Authority Remaster, Manual Review and Table of Contents Enrichment.</ol>
-−
-In order to customize the Authority Control service, you would complete at least the first 6 steps, outlined below:<ol><li>'''Data Information''':  Local contact and data exchange format specifications.<li>'''Bibliographic Record Validation''': Lists all of the standard changes made to the bibliographic file.<li>'''Authority Cleanup''': Preferences for all of the headings within your bib & authority records.<li>'''Output Options''': Divided into both bibliographic & authority file distribution.<li>'''Reports''': Format and layout options for reports.<li>'''Ongoing Services''': Updating your master authority file as well as processing the new bibs added to your system.<li>'''Optional Services''': Authority Remaster, Manual Review and Table of Contents Enrichment.</ol>
 === Online Profile Support ===
@@ Line 36: / Line 34: @@
 === ILS Handling ===
-Typically, an integrated library system (ILS) has very specific criteria when it comes to exporting and importing the bibs or authorities from your library. Knowing which ILS a library uses helps us understand the needs and expectations of your library. The most common source of bibliographic records is a library’s own local ILS system.
+Typically, an integrated library system (ILS) has very specific criteria when it comes to exporting and importing the bibliographic records or authorities from your library. Knowing which ILS a library uses helps us understand the needs and expectations of your library. The most common source of bibliographic records is a library’s own ILS system.
-Your ILS system may have a different methodology when it comes to importing vs exporting records. Contacting your ILS system vendor will help clear these steps up.
+Your ILS system may have a different methodology when it comes to importing versus exporting records. Contacting your ILS system vendor will help clear these steps up.
 Since our Authority Control service can process bibliographic records in MARC21 format from almost any source, it may be necessary to contact the ILS vendor regarding the best way to export the records in the proper format.
@@ Line 44: / Line 42: @@
 Bibliographic records in a library’s local ILS system are often the only copies that contain all the updates, modifications and enhancements made over the years. Most systems have an export feature that can create files of bibliographic or authority records in MARC format.
-Some ILS systems allow export by date or record number ranges, enabling a library to periodically send files of new and updated records for our Authority Control processing.
+Some ILS systems allow export by date or record number ranges, enabling a library to periodically send files of new and updated records for Authority Control processing.
 == Step 1.1 Question ==
@@ Line 54: / Line 52: @@
 Please indicate on Step 1.1 the appropriate bibliographic record source and the expected number of records to be submitted.
-Libraries can also have files of new bibliographic records processed by Backstage before loading the records into their local database. We can obtain and process records from any of the following Backstage Library Works services and more before your library picks up the records:<ul><li>Reclassification<li>Retrospective conversion<li>Automated Copy Cataloging (Marcadia)<li>Deduplication and Consolidation<li>Barcode and Spine Label<li>Non-MARC and Brief MARC Record Upgrade<li>Cataloging services (Primary Source Microfilm)</ul>
+Libraries can also have files of new bibliographic records processed by Backstage before loading the records into their local database. We can obtain and process records from any of the following Backstage Library Works services and more before your library retrieves the records:<ul><li>Reclassification<li>Retrospective conversion<li>Automated Copy Cataloging (Marcadia)<li>Deduplication and Consolidation<li>Barcode and Spine Label<li>Non-MARC and Brief MARC Record Upgrade<li>Cataloging services (Primary Source Microfilm)</ul>
 We can also obtain bibliographic records from multiple sources, at specific intervals or on specific dates, and provide the library with a merged file of authority controlled records.
@@ Line 62: / Line 60: @@
 === UTF8 vs MARC8 Format ===
-Many ILS system operate in Unicode. Most can port their MARC records in Unicode (UTF8) or standard MARC format (MARC8). Currently the Library of Congress delivers their MARC authority records in UTF8 format.
+Many ILS systems operate in Unicode. Most can port their MARC records in Unicode (UTF8) or standard MARC format (MARC8). Currently the Library of Congress delivers their MARC authority records in UTF8 format.
 '''Example'''<br>
@@ Line 70: / Line 68: @@
 &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;01252nam  2200253<br>
-Our Authority Control process has the capability of converting both your incoming and your outgoing bib and authority records into UTF8 format. Also, if you prefer, we can convert to and from either UTF8 or MARC8, whichever is most convenient for you and your ILS system.
+Our Authority Control process has the capability of converting both your incoming and your outgoing bibliographic and authority records into UTF8 format. Also, if you prefer, we can convert to and from either UTF8 or MARC8, whichever is most convenient for you and your ILS system.
 Please indicate on Step 1.2 what format you will be sending your MARC records in by marking MARC8 for standard or UTF8 for Unicode.
@@ Line 127: / Line 125: @@
 == Database Preparation Services ==
-If you are preparing for a system migration or upgrade, you may require additional services, which include:<ul><li>001 Control Number:  Generates an 001 field in records lacking this field. Control numbers can be based on any specified data by you or can be generated using any prefix and numeric structure. Alternatively, we can prepare a report of records lacking an 001 field.<li>Record Selection:  Extracts records from files for follow-up MARS 2.0 processing. Select records based on a range of criteria, including:<ul><li>Record status (add, change or delete)<li>Library identifier (in any field/subfield you specify)</ul><li>Record Deduping:  Compares each bib record against all others in your file. As this is a cost item, please see your Sales Representative for these services:<ul><li>Retains the appropriate record (earliest, latest or “best” record), based on criteria you set<li>Transfers or merges holdings information (or any other tag) as specified<li>Deletes the duplicate record<br>The criteria for identifying duplicate records is done in one of two ways:<li>Comparing record control numbers<li>Comparing a normalized matching key consisting of the title, ISBN, local control    numbers and other elements from the bib record</ul>
+If you are preparing for a system migration or upgrade, you may require additional services, which include:<ul><li>001 Control Number:  Generates an 001 field in records lacking this field. Control numbers can be based on any specified data by you or can be generated using any prefix and numeric structure. Alternatively, we can prepare a report of records lacking an 001 field.<li>Record Selection:  Extracts records from files for follow-up MARS 2.0 processing. Select records based on a range of criteria, including:<ul><li>Record status (add, change or delete)<li>Library identifier (in any field/subfield you specify)</ul><li>Record Deduping:  Compares each bibliographic record against all others in your file. As this is a cost item, please see your Sales Representative for these services:<ul><li>Retains the appropriate record (earliest, latest or “best” record), based on criteria you set<li>Transfers or merges holdings information (or any other tag) as specified<li>Deletes the duplicate record<br>The criteria for identifying duplicate records is done in one of two ways:<li>Comparing record control numbers<li>Comparing a normalized matching key consisting of the title, ISBN, local control    numbers and other elements from the bibliographic record</ul>