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8 for All – 9 for “Mine”

8 for All – 9 for “Mine”. The use of 856 & 956 fields: 10-Step process for 856 to 956 conversion Examples of records for OhioLINK Institutions. Contents. Part 1: Illustration of a 10-step process for conversion Graphic model to illustrate: Booleans to be gathered

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8 for All – 9 for “Mine”

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  1. 8 for All – 9 for “Mine” The use of 856 & 956 fields: 10-Step process for 856 to 956 conversion Examples of records for OhioLINK Institutions

  2. Contents Part 1: Illustration of a 10-step process for conversion • Graphic model to illustrate: • Booleans to be gathered • Actions to be performed on records within the Booleans • Step-by-step procedures

  3. Contents continued Part 2: Examples of records & displays as they will appear after the change from 856 to 956 is made • OhioLINK Resource examples • Serial, E-book, Database • Millennium record, Local view, Central Catalog view • Member Institution Resource examples • Serial, E-book • Millennium record, Local view, Central Catalog view • Multiple Means of Access examples • Serial, E-book • Millennium record, Local view, Central Catalog view

  4. Important note: • No changes in procedures are needed for resources freely available to anyone and everyone using the Internet (In other words, continue to use the 856 for urls for freely available Internet resources)

  5. Part 1 Illustration of a 10-step process for conversion

  6. Booleans described in a 10-step process for 856/956 conversion Step 1: All records with 856 fields Step 8: locally purchased or leased non-books Step 2: OhioLINK resources (records coded bcode3=g) Step 7: Non-OhioLINK collections, integrating resources, & serials Step 9: Records that have a rave & a non-rave link Step 10: Resources that “come with” locally purchased or leased resources Step 3: Records that have an additional link to a locally purchased or leased resource [See text description for 2 additional Booleans—steps 4-5] Records for monographs With links to free Resources Step 6 E-books purchased/ or leased by member institution

  7. Example of Process – 10 steps Step-by-step: Step 1 MASTER BOOLEAN Gather the BASE BOOLEAN: A set of all records that have links to Internet resources Potential Boolean strategy: Bib records that have an 856 field Millennium create list: type (b); field (!) 856; condition (≠); value (blank) SAVE results Caution: For large libraries, this could be a very large set of records. Libraries may wish to put more limits in the strategy. For example, one could eliminate government documents in order to reduce the size of the result set.

  8. Step-by-step: Step 2 Gather a subset of records from the results of the MASTER BOOLEAN for a set of records that have links to OhioLINK resources Records representing OhioLINK resources Potential Boolean strategy: Bibliographic records where BCODE3 = g Millennium create list: type (b); field (BCODE3); condition (=); value (g) SAVE results • Change process (resubmit records to Central): • Change bcode3=g to bcode3=z • Change bcode3=z to bcode3=-

  9. Step-by-step: Step 3 Gather a subset of records from the results of the Boolean gathered in Step 2 for a set of records that have links to OhioLINK resources and at least one other link to an individual member resource Links to member resource & OhioLINK resource Potential Boolean strategy: Bibliographic records where at least one 856 field does not have “rave” Millennium create list: type (b); field (!) 856; condition (o); value (rave) SAVE results

  10. Step-by-step: Step 4 Gather a subset of records from the results of the Boolean gathered in Step 3 for a set of records that have links to OhioLINK resources and at least one other link, but that exclude records for NetLibrary books Links to One rave & one other, no NetLibrary Potential Boolean strategy: Bibliographic records where at least one 856 field does not have “NetLibrary” Millennium create list: type (b); field (!) 856; condition (o); value (NetLibrary) SAVE results

  11. Step-by-step: Step 5 Gather a subset of records from the results of the Boolean gathered in Step 4 for a set of records that have links to OhioLINK resources and at least one other link, but that exclude records for NetLibrary and Federal documents Links to one rave & one other, no NetLib; no gpo Potential Boolean strategy: Bibliographic records where at least one 856 field does not have “gpo” Millennium create list: type (b); field (!) 856; condition (o); value (gpo) • Change process: • Review each record manually. • Change 856 to 956 for locally purchases/leased resources

  12. Step-by-step: Step 6 Gather a subset of records from the results of the MASTER BOOLEAN: For set of records for e-books that are not OhioLINK resources and For which the member institution purchases/leases/subscribes Non-OhioLINK “paid for” E-books • Potential Boolean strategy: • Use local practice of coding fields to inform design of a search • that breaks out paid resources. • OSU example: • type (b); field (location), condition (=), value (wwb) [to identify e-books] AND • type (b); field (bib lvl), condition (≠), value (s) [to eliminate analytics] AND • type (o); field (eprice), condition (>), value (0) [to identify OSU paid-for e-books] • Change process: • Globally change all 856s to 956s

  13. Step-by-step: Step 7 Gather a subset of records from the results of the MASTER BOOLEAN: For set of records for integrating resources, and collections (that is, for all non-books that are not OhioLINK resources Non-OhioLINK collections, integrating resources, & serials • Potential Boolean strategy: • type (b); field (bcode3), condition (≠), value (g) AND • type (b); field (bib lvl), condition (=), value (i) OR • type (b); field (bib lvl), condition (=), value (s) OR • type (b); field (bib lvl), condition (=), value (c) • SAVE Results

  14. Step-by-step: Step 8 Gather a subset of records from the results of the Boolean gathered in Step 7 for as set of records for locally purchased/leased nonbook resources OSU purchased or leased non-books • Potential Boolean strategy: • Use local practice of coding fields to inform design of a search that breaks out paid resources. • OSU example: • type (o); field (eprice), condition (>), value (0) AND • type (b); field (!) 856, condition (A), value (rave.ohio) AND • type (b); field (!) 856, condition (A), value (gpo) • Change process: • Globally change all 856s to 956s • Globally change all bcode3=- to bcode3=z • Globally change all bcode3=z to bcode3=-

  15. Step-by-step: Step 9 Gather a subset of records from the results of the Boolean gathered in step 7 for a set of records for integrating resources, and collections (that is, for all non-books that are not OhioLINK resources Records that have a rave & a non-rave link • Potential Boolean strategy: • Use local practice of coding fields to inform design of a search that breaks out paid resources. • OSU example: • type (o); field (eprice), condition (>), value (0) AND • type (b); field (!) 856, condition (A), value (rave.ohio) AND • type (b); field (!) 856, condition (A), value (gpo) • Change process: • Globally change all 856s to 956s • Globally change all bcode3=- to bcode3=z • Globally change all bcode3=z to bcode3=-

  16. Step-by-step: Step 10 Gather a subset of records from the results of the Boolean gathered in step 7 for a set of records for non-books (print or online) that have links to resources that the member institution has paid for locally Note: these are “comes with” resources Resources that “come with” locally purchased or leased resources Potential Boolean strategy: Use local practice of coding fields to inform design of a search that breaks out paid resources. OSU example: type (b); field (bcode3), condition (≠); value (g) [to eliminate OL resources] AND type (o); field (eprice), condition (=); value (0) [for resources that “appear” to be free] AND type (o); field (acq type), condition (=); value (c) [to identify records for online journals that are free with print and print journals that are free with online subscription] • Change process: • Globally change all 856s to 956s • Globally change all bcode3=- to bcode3=z • Globally change all bcode3=z to bcode3=-

  17. Part 2 Examples of records & displays as they will appear after the 856/956 change is made

  18. Context Record examples • Apply to records for electronic resources • Are designed to aid member institutions’ staff in using the 856 and/or the 956 fields in the bibliographic record • Do not illustrate changes to bcode3.

  19. OhioLINK Resource Serial • Serial in the EJC • Bib record coding: BCODE3 = g • Member institution provides no additional online versions of the serial through this record • No change to 856 field needed

  20. OhioLINK Resource – Serial BCODE3=g indicating OhioLINK resource NO CHANGE to 856 NEEDED Only access through EJC

  21. OhioLINK Resource – Serial Local View 856 Public note appears here

  22. OhioLINK Resource – SerialCentral Catalog View 856 Public note appears here

  23. OhioLINK Resource E-book • E-book is an OhioLINK acquisition • Bib record coding: BCODE3 = g • Member institution provides no additional online versions of the e-book through this record • No change to 856 field needed

  24. OhioLINK Resource – E-book BCODE3=g indicating OhioLINK resource NO CHANGE to 856 NEEDED NetLibrary resource purchased by OhioLINK consortium

  25. OhioLINK Resource – E-bookLocal View 856 Public note for OhioLINK NetLibrary book appears here

  26. OhioLINK Resource – E-bookCentral Catalog View 856 Public note appears here

  27. OhioLINK Resource Database • Database is an OhioLINK acquisition • Bib record coding: BCODE3 = g • No change to 856 field needed

  28. OhioLINK Resource – Database BCODE3=g indicating OhioLINK resource NO CHANGE to 856 NEEDED EBSCOhost database leased by OhioLINK consortium

  29. OhioLINK Resource – DatabaseLocal View 856 Public note for OhioLINK database appears here

  30. OhioLINK Resource – DatabaseCentral Catalog View 856 Public note appears here

  31. Member Institution Resource Serial • Serial not in the EJC • Only access is through local institution subscription/lease

  32. Member Institution Resource – Serial BCODE3 ≠ g Serial is not in the EJC Only access through institutional subscription/lease

  33. Member Institution Resource – Serial Local View 956 Public note appears here

  34. Member Institution Resource – SerialOhioLINK Central View (Institutional Holdings) 956 Public note appears in member institution’s holdings

  35. Member Institution Resource E-book E-book not provided through OhioLINK Only access is through local institution subscription/lease

  36. Member Institution Resource – E-book BCODE3 ≠ g Only access is through institution’s subscription/lease

  37. Member Institution Resource – E-bookLocal View 956 Public note appears here

  38. Member Institution Resource – E-bookCentral Catalog View 956 Public note appears in member institution’s holdings

  39. Multiple Means of Access Serial • Serial in the EJC • Member institution provides additional access through purchase/lease • OhioLINK Central Catalog view shown (with current practice of using BCode3=g) • Mock up of OhioLINK Central Catalog view (as it will appear when BCODE3=g no longer used)

  40. BCODE3 = g Multiple Means of Access Serial Serial in EJC Member institution provides additional access through purchase/lease

  41. Multiple Means of Access – SerialLocal View Access provided through EJC (856) Access provided through JSTOR (956)

  42. Multiple Means of Access – Serial Central Catalog View – Current view* Member institutions provide Access through purchase/ Lease (url coded in 956 field) Accessprovidedthrough EJC (url coded in 856 field) *BCODE3=g overrides benefits of using 956

  43. Multiple Means of Access – Serial Mock Up of Future Central Catalog View* 856 public access note EJC 956 public access note *as it will look after Bcode3 = g no longer used

  44. Thank you! Prepared by Tschera Harkness Connell, Ph.D. Associate Professor and Head, Scholarly Resources Integration Dept. The Ohio State University Libraries connell.17@osu.edu

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