Difference between revisions of "Importing vendor preliminary data records"

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MARC records acquired from vendors may be used as [[Preliminary data records|Preliminary Data records]] for titles that are being ordered.  They may not be used as final records, even if they contain an OCLC number. They must be overlaid by a record acquired from OCLC.
MARC records acquired from vendors may be used as [[Preliminary data records|Preliminary Data records]].  They may not be used as final records, even if they contain an OCLC number; they must be overlaid with a record acquired from OCLC.
* Make every effort not to create a duplicate Preliminary Data record.  However, duplicate records are allowed if acquired from a vendor and it is not feasible to check for duplicates.  Duplicates must be merged when discovered.
* Make every effort not to create a duplicate Preliminary Data record.  However, duplicate records are allowed if acquired from a vendor and it is not feasible to check for duplicates.  Duplicates must be merged when discovered.
* Include an 099 field with <code>PRELIMINARY DATA</code> or <code>VENDOR PRELIMINARY DATA RECORD</code>.
* Include an 099 field with <code>PRELIMINARY DATA</code> or <code>VENDOR PRELIMINARY DATA RECORD</code>.
* If possible, capitalize all letters in the 245 field.
* If possible, capitalize all letters in the 245 field. NOTE: Videogame records should have the videogame platform from the 753 field in parentheses after the title. See [[Software, computer games, and videogames]] for an example. This may need to be added to the record manually.  
* If possible, include 007/008/347/etc. for digital AV.
* If possible, include 007/008/347/etc. for digital AV.
* For combo packs or separated parts of combo packs, make sure that's indicated in the record.
* For combo packs or separated parts of combo packs, make sure that's indicated in the record.
* If using 949/970/etc. to create items/POs/etc., make sure those fields are in the records.
* If using 949/970/etc. to create items/POs/etc., make sure those fields are in the records.


* In Polaris:
 
# Utilities > Importing > Express Import (or Full Import to change any settings)
For further instructions on how to import records: [https://ccsliborg.sharepoint.com/:b:/s/CCSTraining/EWhm5s9tgnlDtUI9JQsLanwBJcNSE_bFLeSvyzx6cPmFNA?e=egDYXD Importing Bib Records through an import profile].
# Select an import profile for loading PDRs.
# Add the file and Import.
# Check the import report.  Correct any Provisional records, either by merging with a duplicate record or by saving as Final.




Latest revision as of 16:52, 28 September 2023

MARC records acquired from vendors may be used as Preliminary Data records for titles that are being ordered. They may not be used as final records, even if they contain an OCLC number. They must be overlaid by a record acquired from OCLC.

  • Make every effort not to create a duplicate Preliminary Data record. However, duplicate records are allowed if acquired from a vendor and it is not feasible to check for duplicates. Duplicates must be merged when discovered.
  • Include an 099 field with PRELIMINARY DATA or VENDOR PRELIMINARY DATA RECORD.
  • If possible, capitalize all letters in the 245 field. NOTE: Videogame records should have the videogame platform from the 753 field in parentheses after the title. See Software, computer games, and videogames for an example. This may need to be added to the record manually.
  • If possible, include 007/008/347/etc. for digital AV.
  • For combo packs or separated parts of combo packs, make sure that's indicated in the record.
  • If using 949/970/etc. to create items/POs/etc., make sure those fields are in the records.


For further instructions on how to import records: Importing Bib Records through an import profile.


Pre-order titles

Midwest Tape lists titles for purchase that are still running in the theaters and/or are a long way away from being ready for library use. For these, include the following: 

037 product ID #‡bMidwest Tape
500  This is a Coming Soon Title from Midwest Tape.  As such, this preliminary record does not have any identifying numbers such as OCLC number, UPC, or ISBN.

If you know whether it will be a "rental" edition, indicate that in a 250 field.

Note this means you may have to individually edit these "Coming Soon" records after you have loaded them.

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