Step 5.0 - Revision history

Nate at 21:46, 4 April 2013

2013-04-04T21:46:11Z

Nate: /* TOPICS */

2011-12-01T21:13:51Z

‎TOPICS

Nate: Created page with "==REPORTING OVERVIEW== MARS 2.0 offers a variety of reports designed to assist in your database maintenance tasks. You choose the reports that are appropriate for your project an..."

2011-12-01T17:58:53Z

Created page with "==REPORTING OVERVIEW== MARS 2.0 offers a variety of reports designed to assist in your database maintenance tasks. You choose the reports that are appropriate for your project an..."

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==REPORTING OVERVIEW==
MARS 2.0 offers a variety of reports designed to assist in your database maintenance tasks. You choose the reports that are appropriate for your project and circumstances.

These are the four basic types of reports that are available in this section:
*Statistical Summary
*Bibliographic Reports
*Authority Change Reports
*Authority Delete Reports

===report formats===
MARS 2.0 reports are provided in electronic format so they can be downloaded at the same time the MARC records are distributed. All MARS 2.0 reports are in HTML format.

The reports can be viewed and printed using any standard browser. They can also be edited with HTML editors and some word processors, however, editing these reports in a word processor may result in the ALA diacritics to display incorrectly.

===statistical summary===
A MARS 2.0 Statistical Summary is generated for every project that involves processing bibliographic records for authority control.

The Statistical Summary includes both high-level and detailed statistical information about the records processed. It also includes the number of times selected actions were taken and the number of headings that met certain criteria.

The statistical information is divided into five sections:
*'''Section 1: Record Overview''' – A high-level view of the processed file(s). This section includes the number of bibliographic records by type (books, serials, etc.) and how many records were changed during MARS 2.0 processing.
*'''Section 2: Field Distribution''' – A statistical analysis of the distribution of fields (by tag) within the bibliographic file. Included are how many records had none, one, or two instances of each field, and how many fields changed (by tag). Changes listed in this section correspond with MARC Update Processing (see Step 2 of the Planning Guide).
*'''Section 3: Authority Control''' – Provides match-rate statistics for fields under authority control examined during MARS 2.0 Authority Control processing (see Step 3 of the Planning Guide).
*'''Section 4: Authority Control Processing''' – Counts of specific changes made, and conditions found, during MARS 2.0 Authority Control processing (see Step 3 of the Planning Guide).
*'''Section 5: MARC Update Processing''' – Counts of specific changes made, and conditions found, during MARC Update processing (see Step 2 of the Planning Guide).

Sections 4 and 5 also serve as a list of the reports available. Those reports marked with an asterisk (following the report number) are available as '''Standard Reports''' for all MARS 2.0 authority control projects at no additional cost.

===bib reports===
MARS 2.0 generates two distinct types of bib reports:
#Actions taken during processing
#Specific conditions identified during processing

The first type provides information about actions taken during MARS 2.0 processing. Examples include headings changed, tags flipped, or subfield codes corrected. Each report shows both the headings before MARS 2.0 processing began and the final form of the heading after processing was completed.

An example from '''Tags Flipped''' (R32):

'''ocm57168571''':
old: 650 0 $a European Union.
new: 610 20 $a European Union.

'''ocm52341653''':
old: 650 1 $a Outer space $x Exploration $v Fiction.
new: 651 1 $a Outer space $x Exploration $v Fiction.

'''ocm56334103''':
old: 650 0 $a Pennsylvania $v Fiction.
new: 651 0 $a Pennsylvania $v Fiction.

The second type of report contains information about specific conditions identified during MARS 2.0 processing that may be helpful in follow-up database or heading maintenance. Examples include unmatched headings or unrecognized '''$z'''. These reports generally show only the final form of the heading after processing was completed but no match was found.

An example from '''Unmatched Primary Headings''' (R07):


'''ocm60562678''': 700 1 $a Allan, Dede.
'''ocm60883370''': 700 1 $a Alonso, Ludmila.
'''ocm57496196''': 100 1 $a Amadeus. $t The traveling dog.

==STANDARD REPORTS==
MARS 2.0 provides many of the most commonly used bibliographic reports as a standard part of every authority control project. They are available for review (or not) at your discretion.

Custom reports can be developed for conditions not covered by MARS 2.0 optional reports.

'''Standard reports''' are:
{| border="1" cellspacing="0" cellpadding="5" align="left"
! style="background:silver" | Number
! style="background:silver" | Report Title
|-
| R01 || Statistical Summary
|-
| R06 || Partially Matched Headings
|-
| R07 || Unmatched Primary Headings
|-
| R09 || Possible Invalid Tags - Tags Unchanged
|-
| R10 || Heading Matches Multiple Authority Records
|-
| R11 || Heading Usage Not Authorized
|-
| R13 || Suspicious Filing Indicators
|-
| R14 || Possible Leading Articles
|-
| R17* || Split Headings - Headings Left Unchanged
|-
| R25 || Unrecognized $z Geographic Subfields
|-
| R31* || Split Headings
|-
| R32 || Tags Flipped
|}
<div style=clear:both></div>
''*Depending on your selection for Step 3.4, you'll receive either R17 or R31, whichever is most relevant.''

===bib control numbers===
Many ILS use a unique serial number, or '''bib control number''', to track and retrieve each bibliographic record. Other systems use standard numbers such as OCLC or LC control numbers.

A report which includes bibliographic control numbers allows your local staff to locate headings in a report using the record’s control number.

In many MARS 2.0 bib reports, inclusion of these control numbers is optional. Other bib reports may include control numbers as the information reported can be related to a specific, single bib record.

===report sorting===
Reports are arranged by type of heading (e.g., names, subjects, etc). Headings are arranged first by the 2nd two digits of the tag (1XX), then alphabetically by heading.

For example, in the Names section X00 personal name headings (100, 700 fields) are listed ('''sorted''') before X10 corporate name headings (110, 710 fields).

== TOPICS ==
* [[Step 5.1|Step 5.1]] - Reports Display
* [[Step 5.2|Step 5.2]] - Optional Bibliographic Reports
* [[Step 5.3|Step 5.3]] - Authority Change Reports

[[category:Profile Guide]]

← Older revision		Revision as of 21:13, 1 December 2011
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	* [[Step 5.3\|Step 5.3]] - Authority Change Reports		* [[Step 5.3\|Step 5.3]] - Authority Change Reports

		+	==LINKS==
		+	<center><font size="4">[[Step 5.1\|5.1]] - [[Step 5.2\|5.2]] - [[Step 5.3\|5.3]]
		+	<hr>
		+	[[Step 1.0\|1.0]] - [[Step 2.0\|2.0]] - [[Step 3.0\|3.0]] - [[Step 4.0\|4.0]] - [[Step 5.0\|5.0]] - [[Step 6.0\|6.0]]</font></center>
	[[category:Profile Guide]]		[[category:Profile Guide]]

@@ Line 1: / Line 1: @@
-==REPORTING OVERVIEW==
+==Reporting Overview==
 MARS 2.0 offers a variety of reports designed to assist in your database maintenance tasks. You choose the reports that are appropriate for your project and circumstances.
@@ Line 8: / Line 8: @@
 *Authority Delete Reports
-===report formats===
+===Report formats===
 MARS 2.0 reports are provided in electronic format so they can be downloaded at the same time the MARC records are distributed. All MARS 2.0 reports are in HTML format.
 The reports can be viewed and printed using any standard browser. They can also be edited with HTML editors and some word processors, however, editing these reports in a word processor may result in the ALA diacritics to display incorrectly.
-===statistical summary===
+===Statistical summary===
 A MARS 2.0 Statistical Summary is generated for every project that involves processing bibliographic records for authority control.
@@ Line 27: / Line 27: @@
 Sections 4 and 5 also serve as a list of the reports available. Those reports marked with an asterisk (following the report number) are available as '''Standard Reports''' for all MARS 2.0 authority control projects at no additional cost.
-===bib reports===
+===Bib reports===
 MARS 2.0 generates two distinct types of bib reports:
 #Actions taken during processing
@@ Line 57: / Line 57: @@
    '''ocm57496196''': 100 1  $a Amadeus. $t The traveling dog.</font>
-==STANDARD REPORTS==
+==Standard Reports==
 MARS 2.0 provides many of the most commonly used bibliographic reports as a standard part of every authority control project. They are available for review (or not) at your discretion.
@@ Line 63: / Line 63: @@
 '''Standard reports''' are:
-{| border="1" cellspacing="0" cellpadding="5" align="left"
+{| border="1" cellspacing="0" cellpadding="5" align="left" style="border-collapse:collapse;"
 ! style="background:silver" | Number
 ! style="background:silver" | Report Title
 |-
 | R01 || Statistical Summary
@@ Line 94: / Line 96: @@
 ''*Depending on your selection for Step 3.4, you'll receive either R17 or R31, whichever is most relevant.''
-===bib control numbers===
+===Bib control numbers===
 Many ILS use a unique serial number, or '''bib control number''', to track and retrieve each bibliographic record. Other systems use standard numbers such as OCLC or LC control numbers.
@@ Line 101: / Line 103: @@
 In many MARS 2.0 bib reports, inclusion of these control numbers is optional. Other bib reports may include control numbers as the information reported can be related to a specific, single bib record.
-===report sorting===
+===Report sorting===
-Reports are arranged by type of heading (e.g., names, subjects, etc). Headings are arranged first by the 2nd two digits of the tag (1<u>XX</u>), then alphabetically by heading.
+Reports are arranged by type of heading (e.g., names, subjects, etc). Headings are arranged first by the 2nd two digits of the tag (1<u>XX</u>), then alphabetically by heading. However, since we also offer XLS versions of the HTM reports, this opens up different sorting methods for our clients.
 For example, in the Names section X00 personal name headings (100, 700 fields) are listed ('''sorted''') before X10 corporate name headings (110, 710 fields).
-== TOPICS ==
+== Topics ==
 * [[Step 5.1|Step 5.1]] - Reports Display
 * [[Step 5.2|Step 5.2]] - Optional Bibliographic Reports
 * [[Step 5.3|Step 5.3]] - Authority Change Reports
-==LINKS==
+==links==
 <center><font size="4">[[Step 5.1|5.1]] - [[Step 5.2|5.2]] - [[Step 5.3|5.3]]
 <hr>
 [[Step 1.0|1.0]] - [[Step 2.0|2.0]] - [[Step 3.0|3.0]] - [[Step 4.0|4.0]] - [[Step 5.0|5.0]] - [[Step 6.0|6.0]]</font></center>
 [[category:Profile Guide]]