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Configure institution MARC Records settings for knowledge base collections

Enable record delivery in your institution settings and customize your profile for MARC record delivery of knowledge base collections in Collection Manager.

Configure institution settings

If you haven't already, Configure institution settings for knowledge base collections.

Enable record delivery

Use the MARC Records setting to enable record delivery. Note that collection-level record delivery settings will remain disabled. You will need to enable record delivery within your collections before records will be delivered.

To enable record delivery in the institution settings:

  1. Navigate to Settings > MARC Records.
  2. Select Yes for Enable MARC Record Delivery.

Once you enable record delivery, tabs of settings to customize your records will appear. The settings in these tabs apply across all collections and records you output from Collection Manager. To customize your records, complete the settings in each tab relevant for your collection types: Customize Records, WorldCat Updates, Record Delivery, Cataloging Partner Options.

Customize your records

Customize Records

All Collections

Holding library code (049 $a)

Leave the field blank or to enter a four-character code. Use any holding library code that you want mapped to the 049$a of all of your records.

What is a holding library code?
A holding library code is a four-character code that identifies a location, collection, category of material, or a library branch. For example: MAIN
Delete Fields

To delete fields from your records:

  1. Select a Tag and Indictors from the drop-down lists.
  2. Use the add button (+) to add another field.
See the tags available from the drop-down list
010, 012, 013, 015, 016, 017, 018, 020, 022, 024, 025, 026, 027, 028, 029, 030, 031, 032, 033, 034, 035, 036, 037, 050, 060, 061, 070, 071, 072, 074, 080, 082, 083, 084, 085, 086, 088, 090, 092, 096, 098, 100, 110, 111, 130, 210, 222, 240, 242, 243, 245, 246, 247, 250, 254, 255, 256, 257, 258, 260, 261, 262, 263, 265, 270, 300, 305, 306, 307, 310, 321, 336, 337, 338, 340, 342, 343, 351, 352, 355, 357, 362, 363, 380, 381, 382, 383, 384, 490, 500, 501, 502, 504, 505, 506, 507, 508, 509, 510, 511, 513, 514, 515, 516, 518, 520, 521, 522, 524, 525, 526, 530, 533, 534, 535, 536, 538, 539, 540, 541, 542, 544, 545, 546, 547, 550, 552, 555, 556, 561, 562, 563, 565, 567, 580, 581, 583, 584, 585, 586, 588, 590, 599, 600, 610, 611, 630, 648, 650, 651, 653, 654, 655, 656, 657, 658, 662, 690, 691, 695, 696, 697, 698, 699, 700, 710, 711, 720, 730, 740, 751, 752, 753, 754, 760, 762, 765, 767, 770, 772, 773, 774, 775, 777, 780, 785, 786, 787, 790, 791, 792, 793, 796, 797, 798, 799, 800, 810, 811, 830, 841, 843, 845, 850, 851, 852, 853, 854, 855, 856, 863, 865, 866, 867, 868, 876, 877, 878, 882, 886, 887, 891, 896, 897, 898, 899, 902, 910, 917, 936, 938, 949, 984, 989
Delete Subfields

To delete subfields from your records:

  1. Select a Tag and Indictors from the drop-down lists.
  2. Select a Subfield from the drop-down list.
  3. Use the add button (+) to add another field.
See the tags available from the drop-down list
010, 012, 013, 015, 016, 017, 018, 020, 022, 024, 025, 026, 027, 028, 029, 030, 031, 032, 033, 034, 035, 036, 037, 050, 060, 061, 070, 071, 072, 074, 080, 082, 083, 084, 085, 086, 088, 090, 092, 096, 098, 100, 110, 111, 130, 210, 222, 240, 242, 243, 245, 246, 247, 250, 254, 255, 256, 257, 258, 260, 261, 262, 263, 265, 270, 300, 305, 306, 307, 310, 321, 336, 337, 338, 340, 342, 343, 351, 352, 355, 357, 362, 363, 380, 381, 382, 383, 384, 490, 500, 501, 502, 504, 505, 506, 507, 508, 509, 510, 511, 513, 514, 515, 516, 518, 520, 521, 522, 524, 525, 526, 530, 533, 534, 535, 536, 538, 539, 540, 541, 542, 544, 545, 546, 547, 550, 552, 555, 556, 561, 562, 563, 565, 567, 580, 581, 583, 584, 585, 586, 588, 590, 599, 600, 610, 611, 630, 648, 650, 651, 653, 654, 655, 656, 657, 658, 662, 690, 691, 695, 696, 697, 698, 699, 700, 710, 711, 720, 730, 740, 751, 752, 753, 754, 760, 762, 765, 767, 770, 772, 773, 774, 775, 777, 780, 785, 786, 787, 790, 791, 792, 793, 796, 797, 798, 799, 800, 810, 811, 830, 841, 843, 845, 850, 851, 852, 853, 854, 855, 856, 863, 865, 866, 867, 868, 876, 877, 878, 882, 886, 887, 891, 896, 897, 898, 899, 902, 910, 917, 936, 938, 949, 984, 989
Add Fields

Use the Add fields area of the Customize Records tab to map data elements to your records. Map all data elements you need in records from any of your collections in this single profile area. Record customizations apply across all records you receive from Collection Manager. See the default values in records from Collection Manager.

To add fields:

  1. Enter a Tag, Ind 1, and Ind 2 or leave them blank.
  2. Enter a Subfield.
  3. Choose from the Data values in the Value drop-down list to map the associated data to your records.
  4. If desired, nest multiple values under a single subfield or multiple subfields under a single tag:
    1. Use the add button (+) to add another value to the subfield.
    2. Alternatively, use the add button (+) to add an another subfield to the tag and then choose a value.
  5. If you would like to add another tag, use the add button (+) to add another field and enter a tag.

Knowledge Base Collection 856 Field

 Knowledge Base Collection 856 Field settings apply to knowledge base collections.

For records from knowledge base collections, Collection Manger removes the URLs from master WorldCat records and your library-specific links and customizations are applied. Titles are often available through more than one provider. By default, your library will receive updated records when titles are available through new providers and the relevant URLs will be added in those records. Likewise, your library will receive updated records when providers no longer offer titles and the relevant URLs will be removed in those records. If you have a title in multiple knowledge base collections, Collection Manager will deliver multiple URLs in a single record for the knowledge base title.

To see an examples of the 856 field in a records, see 856 field processing in records.

If your ILS requires a separate MARC record with a single URL for every instance of an electronic title, you can select collection-level settings to have the records for a collection delivered in a separate file and select a setting to isolate the file output from other collection activity. For more information, see the knowledge base collection-level Delivery File Output settings.

How to complete the Knowledge Base Collection 856 Field settings

By default, the Collection Manager interface will show subfield u and value KB URL. Thus, by default, records for knowledge base titles will have your library's URL in the 856$u. Edit the default settings if desired.

To add a subfield and a value (such as "Enter Free Form Text" or "Collection Custom Text") to 856 fields:

  1. Click the add icon (+) to add a field.
  2. Within Add Subfields, choose z or another subfield from the drop-down list.
  3. Select a value from the drop-down list. For example, select one of the following: 
    • Select Enter Free Form Text if you want the text of your choice to appear next to all of your 856 links. Once you select Enter Free Form Text, a text box will appear. In the text box, type any text you would like. For example, Click here for access.
    • Select Collection Custom Text if you want collection-specific text to appear next to 856 links in records from collections for which you have entered Custom Text. See Collection Custom Text for more information.
  4. If you would like to add another field, click the add icon (+).

After your records are output, you will see the subfield and text in records from knowledge base collections: 
=856 40$uhttp://www.LibraryID.eblib.com/patr...=123456$zClick here for access

WorldCat 856 Field

 Does not apply: WorldCat 856 Field settings apply to query collections, cataloging partner collections, and WorldCat updates.

Local Data

You have the option to have Local Holdings Records (LHRs) interleaved with your records and/or to have Local Bibliographic Data (LBD) embedded in or interleaved with your records.

 Caution: When including local holdings records (LHRs) to records,  you must select MARC 21 with MARC-8 or MARC-21 with UTF-8 Unicode in the Record Delivery tab.

Include LHRs

To include LHRs:

  1. Select Include my local holdings records.
    LHR
  2. Select from the drop-down list a delivery method. Options include:
    • Deliver a file of local holdings records only
      You will receive a file of local holdings records only. The file name will include "lhr" as follows: metacoll.XXX.new.lhr.D20160213.T042239.1.mrc
    • Deliver a file of local holdings records and a file of bibliographic records
      You will receive local holdings records and bibliographic records in separate files.
    • Deliver a file of local holdings records interleaved with my bibliographic records
      You will receive each bibliographic record followed by its associated LHR(s). Updated bibliographic records and their interleaved LHRs will be output if any associated LHR is deleted, added, or updated. You will receive an updated record and all associated LHRs, including those that have not changed. This allows you to replace all LHRs for a record without the need to figure out what has been changed. Note: Local bibliographic data will not be included.
  3. Enter your OCLC Symbol(s). If you have multiple OCLC symbols, separate each symbol with a space.
 
Include LBD

To include LBD:

  1. Select Include my local bibliographic data.
    LBD
  2. Select from the drop-down list how you would like your LBD included with your records. Options include:
    • Embedded with my bibliographic records
      Select if you want local bibliographic data, such as subjects and notes, embedded in your records.
    • Interleaved with my bibliographic records
      The option to have LBD Interleaved with records is useful for libraries that need to determine which metadata is local and which is coming from the WorldCat master bibliographic record.
  3. Enter your OCLC Symbol(s). If you have multiple OCLC symbols, separate each symbol with a space.
 

WorldCat Updates

► (Optional) Enable WorldCat update records

Enable Updates

Use the settings in Settings > MARC Records > WorldCat Updates to configure whether or not you receive updated records based on changes to the master record in WorldCat.

By default, records will not be output when the WorldCat master record is enhanced.

Setting Description

None (Default)

For collections that can output records on an on-going basis, you will receive updated records for OCLC number merges, when there are URL changes, and when an essential change to knowledge base data is made.

Based on changes to WorldCat master records for my knowledge base and query collections

In addition to the above, you will receive updated records when master records are enhanced for titles in your knowledge base and in ongoing query collections.

Based on changes to WorldCat master records for my knowledge base, query collections, and WorldCat holdings

In addition to the above, you will receive updated records when master records are enhanced for your holdings in WorldCat (i.e., holdings you set via Collection Manager or via another service).WorldCat (i.e., holdings you set via Collection Manager or via another service).

You have the option in Settings > MARC Records > Record Delivery to have updated records for your holdings in WorldCat output in a separate file.WorldCat output in a separate file.

If you select this option, a text box will appear for you to enter your library's OCLC symbol. If you enter multiple OCLC symbols, you will receive one set of records.

Update Conditions

The following settings will be visible if you select an option to receive WorldCat Updates. Select what types of changes should trigger an updated record:

Any change to the WorldCat master record

If you select this option, you will receive updated records any time a WorldCat master record changes. Note that you might receive large numbers of updated records.

Select options for specific changes to the WorldCat master record

(Recommended) If you select this option, settings to define the types of enhancements that will trigger the output of an updated record will appear. The system will look first at your including criteria to determine if a record should be considered for delivery. Next, it will remove any records based on your excluding criteria and deliver the remaining updated records.

Specify Including Conditions

Use these settings to define the changes to the WorldCat master record that will trigger output of an updated record. Default settings are shown below. Change the default criteria if desired.

Variable Fields

If the fields below are added, updated or deleted in the master record, you will receive an update record. You can add additional criteria, edit or delete the defaulted values:

  • 1XX with NO indicator values specified (all 1XX tags; you'll receive any updates to ANY 1XX tag)
  • 505 with NO indicator values specified (this gives you any updates to the 505 tag)
  • 650 with NO indicator values specified (this gives you any updates to the 650 tag)
  • 7XX with NO indicator values specified (all 7XX tags; you'll receive any updates to ANY 7XX tag)

Encoding Levels

By default, all of the levels are selected:

  • Choose specific encoding levels to have update records delivered when an encoding level changes to those values.

Other Options

By default, neither option is selected. Choose to trigger an update:

  • Based on changes to the Date/Publication Status (DtSt) data or
  • Based on changes to the addition of "rda" in the 040$e, which represents that the record has been upgraded to RDA standards
Specify Excluding Conditions

Excluding conditions define criteria to reduce the number of updated records received. All are disabled by default.

Material Types

Exclude specific material types from your update records.

Publication Date

Choose to not receive updates for older materials. For example, if you do not want updated records for materials that are 20 years old or older, you could specify: Do not deliver records for materials published in 1993 and before.

My Updates

Exclude from your update records any records that were upgraded by your library.

Record Delivery

► (Optional) Change default record delivery settings

Standard

If desired, change the default record format. Available formats:

  • MARC 21 with MARC-8 (default)
  • MARC 21 with UTF-8 Unicode
  • MARCXML with UTF-8 Unicode
  • Dublin Core Qualified with UTF-8 Unicode
  • Dublin Core Simple with UTF-8 Unicode
  • OCLC Dublin Core Qualified with UTF-8 Unicode
  • OCLC Dublin Core Simple with UTF-8 Unicode
  • MODS with UTF-8 Unicode

Note: You must select MARC 21 with MARC-8 or MARC 21 with UTF-8 Unicode if you choose to add LHRs or LBD to your records.

If you specify record customizations in the Customize Records tab, you must enter MARC 21 fields. For more information about record standards, see MARC 21, Dublin Core, and MARC XML and MODS.

Delivery Frequency

 Delivery Frequency settings apply to collections with ongoing delivery. In collections that output records on an ongoing basis such as knowledge base collections and ongoing query collections, the frequency can be overridden at the collection level.

For collections that output records on an ongoing basis, change the "Daily" default delivery frequency if desired. Available frequencies:

  • Daily (default)
  • Weekly
  • Monthly
  • Quarterly (every 3 months)

Daily files will not be output immediately. You will receive an emailed report around the time when your file is ready if you completed the settings in Settings > Reports. See Record output and timing.

File Output

Select separate file delivery for all of your serials and/or for all WorldCat update records based on your holdings in WorldCat (if you enabled the settings in the WorldCat Updates tab).

Select from the file output options:

  • Unselected (default)
  • Deliver my serials in a separate file (.ser)
  • Deliver records for WorldCat updates in a separate file (.wcholdings)

You will be able to distinguish files from different types of collections by their file names. See Files of records and file names.

Cataloging Partner Options

 Does not apply: Cataloging Partner Options only apply to cataloging partner collections in Collection Manager.