Guidelines for voluntary validation of WEST Bronze Archives Best Practices:
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022 ISSN if missing
copy from bib record
022 \\ 1047-3157
035 OCLC, if missing
copy from bib record
035 \\ (OCoLC)20665052
583 field with committed to retain
583 1\ Committed to retain|c20221122|d20351231|fWEST|fWEST Bronze|uhttps://www.cdlib.org/wp-content/uploads/2018/11/WESTProgramStatement.pdf
For the few where we checked physical holdings: 583 field with completeness reviewed to volume-level.
583 1\ completeness reviewed|c20200630|fWEST|fWEST Bronze|ivolume-level
852 field: for newer Holdings Records that are lacking the a, b, & c, we will add our OCLC library code and sub-location in subfield a and b, in front of the call number (using UUSA in b for OCLC compatibility):
852 01 UUS|bUUSA|hTJ3|i.A57
866 (we also can update to the NISO holdings standard of 853/863 if time permits)
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OCLC Local Holdings Records (LHRs)
For each retained title, create or update a “Local Holdings Record” (LHR) in OCLC to define the holdings archived, the print archiving program(s), retention commitment, and outcomes of validation as specified in the WEST Issue and Volume Level Validation Standards: see Appendix 1 for a detailed list of the LHR fields and subfields to include for WEST materials. Most of the print archiving information is recorded in the 583 Action Note, described above. Each LHR will include one, two, or three 583 Action Notes as appropriate for the Archive Type and any validation activities undertaken during archiving. For Silver and Gold titles, also update the record holdings statement(s) (i.e. 85x/86x formatted holdings or 866/867/868 summary holdings statement) to include an accurate description of volumes held based on the WEST validation for completeness. Institutions that perform any validation while archiving Bronze titles are strongly encouraged to include this information in the 583, and to update holdings statement(s) as appropriate.Batch creation of OCLC LHRs
WEST encourages Archive Holders and Archive Builders to create the necessary OCLC LHRs through batch processing to the extent possible. This is especially true for Bronze titles, where the WEST principle of “appropriate level of archiving effort” indicates that libraries should not individually process the volumes and metadata for Bronze titles, but rather should use the least intensive means possible to identify Bronze holdings. LHRs are transferred using the MARC Format for Holdings Data (MFHD) standard. Details of how libraries may generate and export LHRs will vary depending on the library’s local system and available expertise.
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USU’s
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detailed workflow to edit LHR's and
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register WEST shared holdings in OCLC
Review OCLC LHR workflow if needed: OCLC LHR (local holdings record) Manual Updates
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Then, click on the call number, apparently, in blue (if you click on the title in blue, it opens the bib instead):
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Which brings up this horrendous view …my poor eyes… it’s so whiteeeeeeglaringly white
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Check the Holdings Record and edit as necessary:
Fixed fields:
Click on left arrow to expand:
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000 encoding level = 3
007 = t (text) a (regular print)
008
receipt or acquisition (usually) = 5 (not currently received) or 4 (currently received)
retention policy = 8 (permanent)
reproduction policy = a (will reproduce)
Variable fields:
Make sure 853/863 show shows the most current holdings (edit to match Sierra’s holdings)
If holdings are in field 866, can update to 853/863, if time (do edit to match Sierra’s)
If you need to delete a field click the red circuled minus symbol:
Add 583 field formatted according to WEST documentation:
Click green circled + symbol under Under any variable field
, click the green circle plus symbol
Tag: 583
1st indicator = 1 (public note)
2nd indicator = blank
Committed to retain $c 20221122 $d 20351231 $f WEST $f WEST Bronze $u https://www.cdlib.org/wp-content/uploads/2018/11/WESTProgramStatement.pdf
then Save.
Summary field at top of record should show: Local holdings available (but can we even edit this in WorldShare?)
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Okay for some reason, it thinks it’s adding an identical call number, just click Save on the error popup and then…Hurray
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But, there'd better be a way to make the screen …. less hugely glaringly horrifically and loudly… WHITE? with teeny narrow grey borders oh so lovely for now I’m enlarging everything with Ctrl+ to make the letters and borders more legible against all that white but that can only help so much still, marginally better:
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