1 / 38

Streamlining Quality Control of Shelf-Ready Records with checkmarc

Learn how checkmarc, a Python-based program inspired by the University of Florida's CatQC program, can streamline the quality control process for shelf-ready records. Discover its predefined checks and how it can help identify errors and signal potential problems.

rclaussen
Download Presentation

Streamlining Quality Control of Shelf-Ready Records with checkmarc

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Streamlining Quality Control of Shelf-Ready Records with checkmarc Susan Wynne GUGM 16 May 2013

  2. checkmarc quick facts • Developer: Chad Nelson • Inspired by University of Florida’s CatQC program • Programming language: Python • Runs on a MARC file • Current version has predefined “checks” of fixed and variable field data that may signal errors/problems

  3. Audience poll • Who’s using shelf-ready services? • What’s your approach to quality control? • Who’s considering shelf-ready services? • What are your concerns about setting up shelf-ready services or workflows?

  4. About Georgia State Photo credits: Georgia State University Media Relations

  5. Current cataloging staff

  6. Some cataloging statsFY13 through March 31 *Newly cataloged print monographs only **Some shelf-ready materials need attention in-house

  7. Outsourcing helps us to… • Avoid a backlog of purchased materials • Maintain a cleaner database (especially access points) • Catalog more unique or complex resources, especially… • Special Collections materials • Scores, DVDs, other special formats • Upgrade minimal master records in WorldCat • Have more time to learn RDA

  8. Shelf-ready workflow (before) • Began in January 2010 • YBP Approval plan and slip orders only • Books • No special formats • Any encoding level or cataloging source • “Exceptions” identified by vendor or during unpacking cataloging staff • Non-exceptions stacks • Cataloging staff hold vendor slips for manual checking

  9. “Shelf-ready exceptions” • No spine label • Volume numbers readily apparent • Accompanying material • Call numbers beginning with Z

  10. Quality control (before) • Exceptions workflow • Vendor slips • Manual

  11. Common errors found manually • empty/incomplete 300 • partial call numbers • 2 050 fields • mismatch between bib & MFHD call number • serials cataloged as monographs

  12. Common errors found manually • 490 1st indicator 0 • discrepancies between dates in 26X, call no., fixed field • CIP records • volume sets not identified

  13. What to do? • Abandon quality control? • Still finding errors that affect access • Maintain status quo? • Too much time spent for the number of errors found • Defeats the purpose of outsourcing

  14. What to do? • Use WorldCat Cataloging Partners reports for quality control? • Identify encoding levels, record source, missing labels

  15. What to do? • Find a way to automate? • University of Florida’s CatQC program • Another institution’s Perl scripts for cross-matching bib data • Terry Reese’s MarcEdit Develop a new program?

  16. checkmarc criteria • Type of record not “a” • Scores, cartographic material, etc. • BLvl not “m” • Serial records • Encoding levels 2, 3, 5, 7, 8, E, J, K, or M • Alerts us to minimal, prepub, and less-than-full • 040 ‡b other than “eng” • Non-English language of cataloging

  17. checkmarc criteria • Presence of ‡n or ‡p in 245 • Clue to a part of a multi-volume work • Numerals in 245 ‡a or ‡b • Clue to possible serial, but leads to some false positives • Keywords in 245: “annual” or “biennial” • Clue to possible serial

  18. checkmarc criteria • 300 ‡a begins with p. or v. • Clue to incomplete 300 and some multi-volume records, but leads to some false positives • Presence of 300 ‡e • Accompanying material • 490 with 1st indicator 0 • Untraced series • Records lacking at least one 6XX with 2nd indicator 0 • No LC subject headings present

  19. Testing

  20. Errors missed by checkmarc

  21. Demo • Run a MARC file • Display and discuss report • False positives • Other items to consider skipping • Correct errors manually

  22. Shelf-ready workflow (after) • Began in January 2010 • YBP Approval plan and slip orders only • “Exceptions” identified by vendor or during unpacking cataloging staff • Non-exceptions stacks • Cataloging staff hold vendor slips for manual checking only to identify the MARC file

  23. Quality control (after) • Exceptions workflow • Cataloging staff run checkmarc on the MARC file • Scan reports • Check selected records in Voyager • Fix errors in Voyager as needed • ~1 hour on a typical file (not including time to retrieve any items from stacks)

  24. What checkmarc can’t find/do • Mismatches between the call no. in MFHD and the spine label • Information not matching the item in hand • Typos, misspellings, etc. • Incorrectly formed subject headings • Errors in application of cataloging rules • Missing fields or information other than the criteria described earlier • Fix the problems directly in the Voyager database

  25. Desired enhancements • Change 300 ‡a begins with p or v to 300 ‡a begins with p or contains v or volume? • E.g, 300 ‡a 2 v. • Presence of multiple ‡a in one 050 field • Presence of multiple 050 fields • And both 050 + 090 in the same record

  26. Current explorations/future directions • Start running checkmarc 1.0 on e-book approval files • E-book approvals began January 2013 • Part of “mainstreaming” e-workflows • Consider possible changes to criteria for RDA data • Customizable version under development • Select your own criteria to look for • No timetable for availability

  27. How can I use checkmarc? • GSU has no plans to host on our servers for public use • Options… • http://serene-scrubland-6954.herokuapp.com/ • Disclaimer • Set up on your machine • Have your system administrator deploy it on a local server • Find another hosting option for public use? • Let’s talk!

  28. Selected reading Jay, M., Simpson, B., & Smith, D. (2009). CatQC and Shelf-Ready Material: Speeding Collections to Users While Preserving Data Quality. Information Technology & Libraries, 28(1), 41-48. Vinh-The, L. (2005). Quality Control Issues in Outsourcing Cataloging in United States and Canadian Academic Libraries.Cataloging & Classification Quarterly, 40(1), 101-122. Walker, M., & Kulczak, D. (2007). Shelf-ready books using PromptCat and YBP: Issues to consider (An analysis of errors at the University of Arkansas). Library Collections, Acquisitions, & Technical Services, 31(2), 61-84.

  29. Acknowledgements • Chad Nelson, former GSU programmer • creator of checkmarc • Hannah Grant & Christine Cooney, cataloging staff • collaborators on checkmarc criteria • Christine is the primary current user of checkmarc • Cliff Landis, Web Services Librarian • Eric Willoughby, Web Programmer • Bill Walsh, Dept. Head, Technical Services • Michael Jay, Betsy Simpson, & Doug Smith, Creators of University of Florida’s CatQC program • Lai-Ying Hsiung told me about CatQC and shared some info on shelf-ready workflows

  30. Questions/ Discussion

  31. Contact me Susan Wynne Cataloging & Metadata Librarian swynne@gsu.edu 404-413-2729 http://gsu.academia.edu/SusanWynne

More Related