At the MARCcat working group meeting 7/23 is was decided to document typical workflows for catalogers - experienced, less experienced cataloguers etc. The intention with this, is for the atCult team and the UX designers to learn more on how the FOLIO libraries catalogue MARC records (e.g. MARC21 but also other MARC-structured formats like danMARC2, PICA3/PICA+) in their existing systems today, and typical environments like OCLC, and Union Catalogues.

Tiziana Possemato and Annalisa Di Sabato are planning to do a demo of WeCat (MARCcat) at one of the upcoming MM-SIG meetings - e.g. August 1, 2018 (TBD). The demo would be quite similar to the demo at the MARCcat subgroup meeting - see link to the recording at the meeting minutes

All subgroup and MM-SIG members: please add any relevant use cases. In the table the documentation of the usecases have been categorized, but feel free to ad many more categories. If a use case is already represented, then add your name and library, if you have exactly the same workflow process. Please fell free to add any additional details.

Any use cases that involve bringing records into FOLIO from an external MARC source will likely involve the FOLIO batch loader, which updates the central MARC storage, and then Inventory and MARCcat views being updated automatically. See Batch Loaders use cases at Batch Loader Subgroup: Use Cases

It might work well to add a link to a document with screen dumps.



Use case (brief)

Use case description

Primary Cat work environment in this use case

Region (US, Sweden, Germany, etc)

Submitted by

Notes

Link to document
Experienced cataloger:




1original catalogingCreate bibliographic record in OCLC; verify/update/create authority records as needed & control headings in OCLC record; bring record into local system (would we bring into FOLIO via MarcCat or could we import directly into Inventory?); add/edit administrative data such as cataloging level, cataloger initials, cataloged date; create holdings/item recordsOCLCUS

Also true for UChicago, Natascha Owens; Would the administrative data in use case description be added in MARCcat or in Inventory App?

Would be helpful for atCult to have a demo from a library that does original cataloging in OCLC


Also true for Lehigh.

Loading external records into FOLIO can happen via batch loader. Do we need some sort of lightweight process to bring individual records from OCLC into MARCcat?


Also true for UMass Ann Kardos


Create bib record in MARCcat, including look-ups for agents and subjects to authority/entity stores to control headings.MARCcatUSJason Kovari

--Jason Kovari what is the source of the authority records? --Laura

For us now, NAF/SAF records, locally housed. We buy and add/overlay all changes from a weekly service. We could consider changing to a look-up against the live NAF/SAF as long as it was seamlessly integrated with MARCcat--Sarah

Create bib record in union database CBS; link authority records to the bib records, if authority record does not exist, create a record in the shared authority file (GND); create holdings/item records; push bib/holdings/item to local ILS using an online update mechanism

Special case: journals and continuing resources: these resouces are not catalogued in the union database; they are catalogued in the central journal database (ZDB) and automatically imported into the CBS afterwards

CBSGermany (GBV)When is the exact moment when this system interacts with FOLIO? What is the specific connection point? - Tiziana

https://docs.google.com/document/d/1AI9tl7REtcXoKA5JnXynvt-ck5SQAhtfO7IZk6bmFCw/edit#heading=h.7thnjnfr5dib

continuing resources: https://docs.google.com/document/d/1AI9tl7REtcXoKA5JnXynvt-ck5SQAhtfO7IZk6bmFCw/edit#heading=h.vdk9nl367y4j

2original or copy cataloging, local notes needed for Special CollectionsSame as above, except we would need to edit the record in MarcCat to add local notes (such as provenance)OCLC, but MARCcat for local dataUS

Also true for UChicago, Natascha Owens; same for UMass – all original and copy cataloguing is done in OCLC and exported into the local system Ann Kardos


3original or copy cataloging, local edits to recordAside from notes, sometimes changes or additions to bibliographic records are made locally (perhaps we might add a 246 locally and do not want to make that change in OCLC, for example)MARCcatUS

Same for UMass Ann Kardos


4simple editsStaff at any level (not just experienced catalogers) need to correct a typo in record (in this case no addition of a tag or subfield is necessary)MARCcatUSNatascha Owens

At GBV even simple corrections on bib records are being done by cataloguing staff. E.g. typos could also occur in the original resource and be valid. This has to be checked by experienced staff. But this can certainly be adapted to the requirements of all users by permission management. Felix Hemme


Also true at UMass and at the other Five Colleges–staff at any level would need to be able to edit records in MarcCat. We have many non-professional staff who work in the cataloguing records for many reasons Ann Kardos


5merging authority recordsManually merge or link duplicate authorities as needed within FOLIOMARCcatUSNatascha Owens

Newly hired cataloger:
6See the MARC record at a glanceLike the "See Source Record" view off the Inventory.  MARCCat view is too busy to be meaningful to a new cataloger.

Inventory Source Record?

US

Charlotte Whitt: yes this is supported by Inventory

Inventory:

* The MARC source record is accessed by clicking on the button 'View source record' in the detailed view of the Instance record 
* The display of the source record in the Bib storage would be like: https://drive.google.com/open?id=1xyOcDoLckqMQdbyjUAFnu-8GgJlm1QMs
* The source record is read-only and the data displayed will depend on the record.

7Granular rights managementAssignment of permissions for individual users or user groupsFOLIO Users/PermissionsGermany (GBV)
https://docs.google.com/document/d/1AI9tl7REtcXoKA5JnXynvt-ck5SQAhtfO7IZk6bmFCw/edit#heading=h.tdedb4h0lquv
8



@...


Copy cataloguing:
9Add a record to the libraries inventory

Start a search in the central database CBS; verify the bib data (determine whether the manifestation is identical to the present one), add new elements and do corrections; create holdings/item records

If no record is found in the GBV CBS, a new search will be started in external databases via Z39.50/SRU

CBSGermany (GBV, hbz?)

Hi Martina Tumulla, does this use case also apply to the hbz? - Yes, it does apply, but with different central database and tools.

https://docs.google.com/document/d/1AI9tl7REtcXoKA5JnXynvt-ck5SQAhtfO7IZk6bmFCw/edit#heading=h.emtbq9zc9wzt
10Clone a bibliographic record within appClone a bib record in MARCcat in order to create a new identical bib, then edit itMARCcatUS

Natascha Owens – I'm curious when this might be done? -Laura Laura Wright, there are sometimes special circumstances (at least at UChicago) where we require mutliple versions of the same bibliographic record because the holdings are very complex and we want them each attached to individual bib records -Natascha

--At Cornell, this is a common way for a highly original bib record to start life. --Sarah Ross


















11



@...


Other processes:
12outsourced authority control/record updates-- bibliographicWe send monthly files of records to a vendor who adds some fields (such as 33x) if needed and also matched access points in bib records with authority records. We then receive bib records back with updated fields and reports with unmatched access points. Records are reloaded.External vendor, e.g. BackstageUSLaura Wright

13outsourced authority control/record updates-- authorityWe receive quarterly files of authority records that correspond either to new (to our database) access points or changed access points. These files, when loaded, trigger an automatic authority control process that acts on our bibliographic records (locally) and updates access points, matching on 4xx and 1xx fields. Changes to access points would need to occur in MarCat.External vendor, e.g. BackstageUSLaura WrightThere is also a lot of manual searching, matching, and updating that has to be done based on reports of unmatched headings. This work would also need to be performed in MarcCat.
14Automatic mass importApplies (mostly) to eBook/eJournal metadata from vendors/publishers; data is enriched and converted to PICA+ format; then eBook metadata is imported into the CBS, eJournal metadata into the central journal database (ZDB); Holdings and items are added either in ZDB or CBS.External materials or records vendorGermany (GBV)Felix Hemme

After completing the FOLIO ERM app, the GOKb will also be used in GBV; we have not completely figured out yet, how the data flow will look like, Felix Hemme


15Mail correspondenceInform other libraries of major changes or ask questions about certain matters; our current cataloging software has a build-in mailbox service implemented; all libraries associated with this bib record and named as recipients can retrieve messages??Germany (GBV)

16Short bibsAcquisitions staff, ILL staff and sometimes cataloging staff use a template with default tags which can be filled in by the staff person (should involve keying in only, no drop-down menus); these records are sometimes just a placeholder from which to hang and item (ILL) or as a placeholder until full copy is found or created (Acquisitions or Cataloging staff)FOLIO Orders, or load from external materials vendor

US

Germany (GBV)

Natascha Owens

Perhaps this will happen in Inventory App?

Since 2018 all GBV libraries are switching to catalogue ILL material, iPads etc. locally in the union database. These records are only visible to the library to which the data sets belong, Felix Hemme

Inputting staff (acquisitions workers or catalogers) also need to be able clone from existing records as above-- Sarah Ross


17Print recordPrint a bib record, with or without MARC codingFOLIO Inventory (view source record) or MARCcat

US

Germany (GBV)

Natascha Owens

Also true for GBV, Felix Hemme

Also true for UC Boulder Laura Wright

Also true for UMass Ann Kardos


18Complete, current copy of the NAF in the MARCcat system?Because Cornell performs most of its cataloging in Voyager, our Voyager system holds a complete, current copy of the NAF.  (Of course we still need OCLC, but the local copy is what drives most of our cataloging and OPAC operations).MARCcat?US

19Search against NAF and local files simultaneouslye.g., Search on Smith, John: see all the John Smiths authorized by NAF and all the John Smiths in local catalog, so that John Smiths assigned to the wrong identity can be adjusted in the local catalog??USSarah Ross

20Mechanical catching of mistakesFor example, if there is a 1XX, change 245 1st indicator to 1.  All systems have this, just want to know what MARCcat offers, if we can add suggestions hereMARCcatUSSarah Ross

21Supply ISBD punctuationNoticed that Annalisa's demo didn't use ISBD punctuation.  Non-German libraries still need to supply it, maybe with some machine help.MARCcatUS

Sarah Ross


Some libraries in Germany are also using ISBD for display purposes, Felix Hemme


22Validationi saw "verification level" in a pull-down menu.  How much is it verifying (name, name + $c, $d, $q? name/title)?  Which fields validate?MARCcatUS

Sarah Ross




23Different character sets"Completely integrated with MARC21"--I saw Annalisa working with MARC-8 in the pull-down menu.  We need MARC21 and Unicode as well (just checking)MARCcatUSSarah Ross

Unicode + utf8 also needed in Germany, Felix Hemme


24Transcription versus "heading"The Mondadori example confused me.  Is the system trying to make us regularize all our publisher statements to one fixed form?  Or is this merely a shortcut to enter frequently-seen data?  We still need the ability to transcribe.MARCcatUSSarah RossSimilarly, I was puzzled by Tiziana's example of putting an authorized access point, inverted, into a 245 $c.
25"Title proper"The American studies example gives a title proper and a statement of responsibility together in a box called "title proper."  What happens to subtitles, part titles, parallel titles, parallel statements of responsibility, second and third titles by same or different authors?MARCcatUSSarah Ross

26Wide-ranging searchesIn a title search, we don't want to limit to data from the 245; we want to be able to search title added entries and 830s in the same search.  For example, a common error in my library is to catalog different bits of a title as a series, a serial, and as an individual monograph.  (Italian works are particularly prone to this treatment!)  I want to be able to catch all the titles at a glance, not have to guess at each MARC tag that might have been mistakenly used.MARCcatUSSarah Ross

Agreement from UMass – we need to be able to search all titles, 245, 246, 830 in one "title" search Ann Kardos


27Tag TablesWho controls the tag tables in FOLIO?  We update our tag tables at least twice a year from the MARC21 updates, and we also have local tags.  We want to be able to maintain our local and/or obsolete fields and we tend to want our national-level tags quickly.MARCcatUSSarah Ross

28Compability with OCLC operations, especially WorldShare and batchmerge.Overlay bibs in part or in whole from OCLC notifications. If the OCLC master record changes, we have WorldShare set to tell us about specific changes we want.  We need to be able to add specific fields to the MARCcat record in batch.  For example, this is how we add FAST headings to records that started out with only LCSH, and how we add LCSH to records for which we only used FAST.MARCcatUSSarah Ross

29Copy blocks of fields from other records and paste onto new recordFor example, working on a new edition, perhaps I want to copy a 246 and the 6XX block. Can I do that in MARCcat without going one-by-one?MARCcatUSSarah Ross

Is there (or could we have) a duplicate record function? At UMass for this case, I would usually duplicate a record and then delete what I no longer need/change and update Ann Kardos

Ann, I think you're talking about the same thing as what is called "cloning" a record above.  I agree, we need it! Sarah Ross


30Ensuring data consistencyIf a record is currently being edited, it should be locked for further processing; a notification message should be shownMARCcatGermany (GBV)

I would be interested in what others think about it. A different idea would be to enable simultaneous editing, as with google docs, for instance. This could become confusing

--I agree, Felix.  It's a (sort of) feature of the Voyager system–at least, you are notified if you save a record that somebody else is concurrently working on, Sarah Ross


31VersioningWho did what to a bib, when.MARCcatUSSarah RossOur systems developers have sold me on this idea.
32RDA Toolkit implementationThe RDA toolkit should be integrated into the metadata editor.  Additional guidelines or documentations can be integrated a needed.MARCcatGermany (GBV)Felix Hemme

I agree that it "should" be but gosh, RDA in Toolkit such a mess and only going to get worse, I question what the return on investment would be for the effort. Sarah Ross

Agree with Sarah, I am not convinced that using RDA toolkit from Folio would be beneficial (sad) Ann Kardos


33Duplicate check; matchingWhen creating metadata manually, it should be configurable whether duplicate checking should take place and if so, which identifier should be used. This could be a system ID, a regional ID, or a bibliographic ID (at least ISBN, ISSN), or the barcode of a item. If a duplicate record is detected according to the configuration, a warning message should be displayed.MARCcat, and perhaps InventoryGermany (GBV)

(And the option to proceed to create the "duplicate," as machine matching will always be imperfect – Sarah Ross)


34Database maintenance: series vs monograph treatmentChecking series authority record for treatment attached to analytical monograph bib record. This is currently done with a click to retrieve related authorities. Copy "series title" to search as "serial" title. Update serial holdings. Move item record to serial holdings. Code monograph bib and holdings are "deleted" and "suppress" these records.MARCcatUSSuppress is not part of the MARC record.
35Database maintenance: Changing owning libraryVoyager has owning libraries (location and security/permissions). bib and other records assigned to incorrect owning library. Drop down allows correct owning library to be selected by operator with correct permissions.

Inventory

USOwning libraries is not part of the MARC record.