Differences

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--- marcit_record_loads [2009/09/30 18:54]
lmatson
+++ marcit_record_loads [2010/03/03 14:29]
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 ====== MARCIt Record Loads ======
-The following is the general process for adding bibliographic records generated by the SFX/MARCIt! service to the catalog. These are CONSER records for serials the library offers through individual or package subscriptions, database aggregators, or open access.
+The following is the general process for adding bibliographic records generated by the SFX/MARCIt! service to the catalog. These are chiefly CONSER records for serials the library offers through individual or package subscriptions, database aggregators, or open access.
   * On a bi-monthly basis Mike Allard generates MARCIt! records using the MARCIt! Tool within the SFX Admin Center. Generally MARCIt contains CONSER records for serials, but there are some exceptions, such as the Oxford Reference Online Premium Collection. Brief records for non-CONSER journals are supplied by the SFX system. SFX active targets with non-serial objects should be de-selected from the MARCIt load.
@@ Line 11: / Line 11: @@
        * "**New**" - records which have been added for the first time.
-  * Mike generates spreadsheets with "deletes" and "non-SFX urls" (from the revisions report), puts them in Coll_Management:\Acquisitions\MARCIt, and sends a message to eleres with filenames. E-resources staff review current activity and decide whether Mike should delete bibs on the deletes report. Normally these are deleted without review.
+  * Mike generates spreadsheets with "deletes" and "non-SFX urls" (from the revisions report), puts them in Coll_Management:\Acquisitions\MARCIt, and sends a message to eleres with filenames. E-resources staff review current activity and decide whether Mike should delete bibs on the deletes report. Normally these are deleted without review unless they have an order record attached. After review, return to Mike the bib numbers NOT to be deleted.
-  * Mike sends filename of error report file to eleres after deletion run.
+  * Review bibs on error report which have order records attached. Four possible scenarios with these records:
-  * Bibs on error report will be those with order records attached. Four possible scenarios with these records:
   - Bib is being replaced with "better" record: Staff will move the order record(s) to the better bib and delete the old bib.
   - Bib needs to be kept for tracking payments purposes: Staff will remove the ZZZ SFX ID and keep the record suppressed.
-  - SFX deactivation was in error: Staff will remove the ZZZ SFX ID and unsuppress the records (check holdings too). Reactivate in SFX if needed.
+  - SFX deactivation was in error: Staff will remove the ZZZ SFX ID and unsuppress the records (check holdings too). Reactivate in SFX.
   - Former aggregator or vendor title now on order: Staff will remove the ZZZ ID but keep the record suppressed until activation.
        * "non-SFX urls" to remove the non-SFX url in most cases, UNLESS it provides additional access at a host not available as an SFX target. This should be noted in the z subfield, e.g. "UMass: Connect to this title at Woodstock for current issues". Note that if the title exists in SFX in ANY target, a local object can be created to eliminate multiple URLs in most cases.
+       * In addition if there is a subscription record attached to a record which will be deleted, we need to remove the subscription record.
 The processes for generating bibliographic records for new e-journals is described in [[EJournals - Adding New Titles (MARCIt)]].