Revision as of 13:16, 2 April 2013

RDA 1.5: Backstage Change Stamp

Backstage can stamp each bibliographic record with one or more of the following identifiers, or we can stamp only those bibliographic records that were changed during the RDA processing.

Indicate in Step 1.5 which, if any, of the following stamp options you would like in your bibliographic records:

• 040 — MARC Organization Code UtOrBLW can be added to the modifying agency $d in the 040 field. A new 040 field is added to any record lacking an 040 field.
• 005 — Backstage can update an existing 005 date and time of latest transaction field to the date and time that the record is being processed. If this option is requested and a record does not contain an 005 field, one will be added.
• 9XX 'RDA ENRICHED' — The text RDA ENRICHED can be added in a $a in a field you specify (e.g., 945 $a RDA ENRICHED).
• 9XX — The text MARS can be added in a $a in a field you specify (e.g., 945 $a MARS).
• Other — If you have other methods in mind for adding a change stamp to the record, please contact your Backstage project manager.

Although not allowed by PCC, our processing can also add 040 $e rda to your AACR2 records that have been enriched with RDA elements. The idea is that records should not be coded as RDA (040 $e rda) unless those records have undergone complete redescription with the actual item in hand. However, if you do want the 040 $e we can add it.

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USING THE WEBSITE

Website Portal

http://ac.bslw.com/mars
Our customers can login to the site listed above at anytime in order to view or edit their profile settings, upload new files for processing, or retrieve files.

As our team continues to refine the user experience for navigating our website portal, including screen shots in this guide will be kept to a minimum to avoid inconsistencies.

Profile options

Each of the 6 steps in the online profile has an option to fill in the defaults listed within this guide. The defaults are intended as guideposts only. Every part of the profile can be customized according to your preference.

Multiple staff members can fill out the online profile at the same time, as long as they are in different steps when they do so. This allows our customers to assign certain steps based on priority without worrying about the need to exit the profile while doing so.

Each step can be saved at anytime, whether the step has been completely filled out or is only partially finished. This ensures that should any questions arise during the profile, those can be addressed with the assistance of your Backstage project manager.

The Summary Tab dynamically updates as you save each step in your profile. It is our hope that the Summary provides you with a quick synopsis of the settings you wish to see throughout your profile.

Profiles can also be printed, either one step at a time or in their entirety. Multiple profiles can be established, depending on processing criteria desired.

Profile questions

Every question has an associated Wiki link next to it. The link corresponds to the printed information contained in this guide, but in online format. This is especially useful when more information is necessary in order to choose the appropriate option for each question.

The default for each question will be highlighted or offset from the other options in order to make it easier to discern.

Steps should be saved before navigating to other parts of the online profile, otherwise any changes made will be lost. However, profile steps can be saved multiple times in case many different changes need to be made to the same step.

Jobs Options

Backstage refers to any file that has been uploaded or delivered to our customers as a job.

A job is tracked separately from any other job or file that is processed. Uploading files using our website is made to be as intuitive as attaching documents to an email.

Adding jobs

After you choose to add a job from the main menu, you will be taken to a page that lists various options. The first option is asking what kind of job this is, with the default choice being Current Cataloging. You can change this to the type of file you are uploading.

From there, you just need to choose the file to upload. If you are uploading multiple files, you will need to select each file one at a time as a security precaution on our side.

Navigate to the location of your file(s), whether they are on your computer desktop, a network directory, or on some other media. Then, if you have all of the files necessary for that job, just click on Send.

Tracking jobs

Many kinds of jobs are processed on a daily basis at Backstage. In order to keep track of all of these different kinds of jobs, we created a tool on our website for this purpose.

After a job is created, it is put into a queue based on the type of job. It might be awaiting processing or currently in processing, or part of our finished jobs queue.

Start and finish times are listed, as is the type of job and job number. Each tracked job can also be viewed or edited at any time. Finished jobs will remain online a minimum of one year after processing.

Both original files uploaded, and processed files delivered are available within the same tracked job. This is useful when it is necessary to view the original file, by either Backstage or the customer, in order to resolve potential concerns.

FTP options

Please see your Backstage project manager for more details on using traditional FTP methods for uploading or retrieving your files.

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