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Guidelines for voluntary validation of WEST Bronze Archives Best Practices:

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WEST Bronze materials are disclosed as “committed to retain” for WEST. There is no requirement to validate materials, though many Archivers may perform validation as part of their review of archiving proposals ahead of selecting archiving commitments. If physical validation is performed, or if materials are moved to storage in the course of local collection management activities, Archivers are encouraged to include this information in the retained materials’ records to support disclosure and information sharing in the shared print community.
●Good: Add 583$a “committed to retain” with all required retention information detailed in Appendix 1.
●Better: Validate physical holdings for completeness at the volume level (as described in the WEST Validation Standards), update holdings statements as needed, and record validation activity and findings in 583$a “completeness reviewed” with $l / $z pairs (e.g., 583$a completeness reviewed…$l missing volumes $z missing v.14,v.21).
●Best: Validate physical holdings for condition at the volume level, record findings in 583$a “condition reviewed” with $l / $z pairs.

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USU’s local application of WEST edits to our Sierra Holdings Records (Bronze level: good)

  • 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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Then, click on call number in blue (if you click on the title to the right in blue, it opens the bib instead):

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  • OCLC will automatically add a stubby version of the 583 field with:

    • Tag: 583

    • 1st indicator = 1 (public note)

    • 2nd indicator = blank

    • committed to retain ← just this portion is added by OCLC

      • So we will need to copy/paste the rest of the statement into the text of the field

      • Text to add:

        • $c 20221122 $d 20351231 $f WEST $f WEST Bronze $u https://www.cdlib.org/wp-content/uploads/2018/11/WESTProgramStatement.pdf

  • Then Save the LHR.

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WEST’s MARC field charts (a selection):

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WEST AGUA exports and uploads (annualbiannual-2 kinds of different uploads: late spring & fall)

WEST’s Appendix 2 (sample holdings records)

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