AGUA user manual:
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If you are a WEST archive holder or builder, please do not include holdings records for volumes which have already been submitted to WEST as archived holdings.
Record Identification for Files
Bibliographic records should be limited to print journals:
Leader 06 (record type) = "a" (language material) AND Leader 07 (bibliographic level) = "s" (serial)
Exclude non-print description records, unless print holdings are attached:
008 byte 23 (form of item) not equal to blank
Include all print journal titles, whether active or inactive, for which your library holds print.
Exclude government documents:
008/28 not equal to blank, u, or fill character (|)
OR
Bibliographic record contains MARC 074 or 086
Where bibliographic records have met the criteria outlined above, identify and submit holdings records for print format holdings only; please exclude any holdings records for non-print formats, i.e., microform or e-resources.
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AAA.alma.bib.20210515.mrc
AAA.alma.holdings.20210515.mrc
ZZZ.iii.combined.20210603.mrc - both bib & holding records
BBB.sierra.archived.20220512.mrc - will contain only holdings records for archived committed to retain titles
UUS.sierra.archived.20230510.mrc
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UUS
sierra
bib or holdings or archived
date yyyymmdd
For regular (unarchived holdings): UUS.catalogcode.recordtype.YYYYMMDD
UUS.sierra.bib.20230929 ← not sure if we should use “sierra” or “III”
UUS.sierra.holdings.20231014
For disclosure (archived holdings) only holdings records: UUS.catalog.archived.YYYYMMDD
UUS.sierra.archived.20230510← we only are required to provide Holdings records for archived journals “ingests”
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WEST extract/uploads for the unarchived ingest period
Note: this apparently SHOULDN’T include our Archived (Committed to retain) titles.
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Deadline Friday October 20 email text instructions:
(red text is Melanie’s highlighting)
Dear WEST members,
WEST is getting ready to identify the next round of archiving priorities for archiving Cycles 14 & 15! As we did in Cycles 12 & 13, we are inviting all WEST Members to submit files of MARC bibliographic and holdings data for your print serials collections by Friday, October 20, to seed our next collections analysis.
All WEST Members are invited to participate in the collections analysis to continue the success of our work identifying journals that have previously been overlooked for archiving and ensure they continue to be available for students and scholars into the future. In the recent Future of WEST Survey, members overwhelmingly supported a recommendation to consolidate historical Full and Supporting memberships into one standard individual membership model. This change results in equal benefits and options for participation to all members while also allowing WEST to continue the practice begun in Cycles 12 & 13 to diversify the collections and leverage the full potential of WEST members’ collections for the benefit of all.
If you’ve submitted files in the past, we request that you send a new file of your unarchived holdings, rather than resending a file submitted for any previous analysis cycles, to ensure that we are using your most up-to-date holdings information in the analysis. If you are not planning to participate in this year’s collections analysis, please inform me at anna.striker@ucop.edu.
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Step 4: Once we have completed loading all files to the AGUA database, we will ask that you review your local holdings locations for any necessary exclusions from the analysis, as well as to identify storage locations. Your locations will be pre-populated into a web-form in AGUA for this purpose. We will ask that you do this as soon as possible after receiving the email request to ensure we can keep to our analysis timeline. We anticipate that this step will begin later in the year or early in 2024.
Detailed instructions for data submission
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General
Create separate files for each OCLC holdings symbol used by your library. If possible, prepare separate files for bibliographic and holdings data using MARC21 format.
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In Sierra Create Lists:
Search Records
HOLDINGS store record type
Holdings Location equal to "gjrnl"
AND Holdings Internal Note All Fields don't have "acm"
AND Holdings 583 don’t have “west”
AND Bibliographic BIB LEVL equal to "s"
AND Bibliographic REC TYPE equal to "a"
AND Bibliographic MARC Tag 086 equal to "" ← that is: type in nothing
AND Bibliographic MARC Tag 074 equal to "" ← nothing again
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Sept. 14, 2023 review file = 10838
Delete any pre-existing 907 fields (they might block the correct formation of the export 907’s)
copy the Create Lists field and add (edit existing query):
AND bibliographic MARC tag 907 has "." ← a period
Either, manually delete 907 fields from those bibs (there were only 7, 2023-09-14.
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Or, do a Global Edit to remove them (with extreme care)
and then double check with query on main review file (chose edit current query) for 907 not equal to blank
AND bibliographic MARC tag 907 is not equal to "" ← will dump any that do have one (if some records drop out, then some still have a 907--unlikely to happen)
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