• Version 1.2

• 8/3/2023-8/7/2023

• Melanie Shaw

Wageningen Academic Publishers Cataloging

Cheryl’s note: w have always cataloged Wageningen e-books individually from OCLC Connexion &/or MarcEdit, rather than batch loading vendor records; and it has been very challenging to figure out what titles are included. The initial order title list may be incomplete or misleading, with many items that haven’t been published yet, and very often the published e-book has a different title. Given all this, we have come up with a fairly quick method that can get several records done and loaded at a time.

Note (Nov.2023): recently bought by Brill.com, so some workflow steps are in flux. This is pretty common in batch ebook processing, something is always changing.

Further note: Hopefully the URLs are not going to change, since Wagenginen used DOI’s for their http links, but best check on brill.com to make sure. If they do change, we will need to change all earlier records of WAP eBook purchases in Sierra.

Extra documentation:

MARC records reference:

https://www.oclc.org/bibformats/en.html

https://www.loc.gov/marc/bibliographic/

PROVIDER-NEUTRAL GUIDES:

• Review PCC Provider-Neutral Guides:

Open

USU Sierra CODE GUIDES:

• Master list of E-Resources hooks (latest version): https://usu.app.box.com/file/1326778691763

• Largely used for batch loading, but with some overlap for tangible items (2019 version):

Open

Title lists of WAP ebooks:

• 2022 title list (downloaded from website):

Finished 8/30/2023

Open

• 2023 titles ordered :

Open

I. Wageningen eBook Packages:

https://www.wageningenacademic.com/

1. Acquisitions will forward the Wageningen Academic Publisher (or WAP) ebook package title list, with many of the titles being unpublished: preliminary will be noted instead of ISBN; and titles are often subject to change. Paste the newest inventory title list above, and download an unfinished title list from the publisher to work on. I like to highlight titles when I’m finished cataloging & loading them. It may be useful to load the title lists to Box with the other trackers.

2. Wageningen publisher site is no longer being updated; they are in the processes of switching to Brill.com

   • Wageningen has recently been acquired by Brill – working on updating this workflow as the website changes are added.

2a. As of 11/7/2023: go to: https://brill.com/page/LibrarianMain/librarians

Open

e. Or go directly to here: https://brill.com/page/ebooktitles/ebook-collections-title-lists-and-marc-records

Open

g. Find latest Wageningen list, click on Title List; download (might be useful to investigate the MARC records they are now offering, Wageningen did not)

h. Open title list inside of Excel:

3. Click on the http link to open the eBook to reference during cataloging

Copy Cataloging of WAP e-books:

II. Review and Select a Record

5. Search Sierra by title to locate any existing records or brief records.

   1. If record is found in Sierra, and it is for the correct Wageningen eBook edition, then it has already been cataloged. Mark it as cataloged.

   2. If no record is found, run various keyword searches to ensure a thorough search, but then go to OCLC.

6. Search OCLC for the appropriate record.  Key searches could include:

   1. ISBN (cut and paste from Wageningen site, removing hyphens)

   2. Title or Title keywords of document

   3. Author of document

   4. Title and author (or add publisher: Wageningen) combined searches,

   5. If too many results consider, limiting to online resources only

3. Check that the following fields are correct and/or match the item online:

Fixed Fields in OCLC:

• Fixed Fields: check mandatory codes:

  • (LDR/Leader)

    • 06 - Type: a = Language (textual) material

    • 07 - BLvl: m = monographic item

  • (008/23) - Form: o = Online

4. 006 - Additional Material Characteristics

   • examples

     • 006 m d

     • 006 m o d

     • 01 - Type (of Material): m = computer/electronic resource

     • 06 - Form (Reproduction) o = online (doubling the fixed fields)

     • 09 - File (Type of file): d = document/text

   • To add missing 006 in OCLC, use Guided entry:

     • Edit; Guided Entry; insert 006; Computer files

5. 007 field:

   1. minimum required codes are these two:

      • 007 c ǂb r

        • 00 - Category of material: c = electronic resource

        • 01 - Specific Material Designation: r = remote

        • May also contain several other subfield values, which we can ignore unless they contain errors, in which case; either replace them the correct ones, or blank them out to just the two required subfields above.

        • If missing, add in OCLC, go to: Tools; Macros; Manage; click OCLC + Add&Edit007; Run;

          • • fill in Specific material designation: r

          • don’t bother adding the other specifics (they can vary over time & between vendors and vendor buyouts)

Variable fields (a selection of MATCHPOINT fields, or generally useful descriptive fields):

5. 020 field: correct ISBN for eBook with (electronic book) or similar designation at the end or in ǂq subfield

   • Print ISBN goes in ǂz subfield

6. 245 field: MATCHPOINT for most of eBook title page

7. 260/264 field: MATCHPOINT on publisher & year (sometimes or place)

   • The Netherlands : ǂb Wageningen Academic Publishers, ǂc 2023.

8. 300 is a MATCHPOINT:

   • 300 1 online resource (# pages) : ǂb illustrations. ← check Wagengingen site for page numbers (no $c subfield)

9. Add 33x fields if missing:

   • 336 text ǂb txt ǂ2 rdacontent ← all eBooks

   • 337 computer ǂb c ǂ2 rdamedia ← all e-resources

   • 338 online resource ǂb cr ǂ2 rdacarrier ← all online e-resources

• Good to have, if possible:

  • Add or check for 505 or 520 ← But, only if easy to copy/paste from WAP website

  • At least one subject: 600, 650, 651, 655

    • 650 0 Potatoes ǂx Breeding. ← easily found on Classification Web

• Also note: Although USU don’t require call numbers (050/08x/09x) in ebooks, they can be useful; don’t delete existing call numbers.

Go to WAP MarcEdit WF for mass edits on 856 & 9xx fields: https://usulibrary.atlassian.net/wiki/spaces/ULC/pages/1699676161

OR Continue in OCLC Connexion, to manually add 856 & 9xx fields, if you prefer:

Quick & easy chart for pasting in Connexion (do not use if doing original cataloging)

Full Description of 856 and 9xx field editing:

1. 856 field edits:

   1. Delete any other 856 fields that refer to non-Wageningen providers.

      • 856 40 ǂz Click here to view book ǂu https://public.ebookcentral.proquest.com/choice/PublicFullRecord.aspx?p=7137003

   2. If there are more than one version of WAP addresses, choose the https version, unless

   3. there is a DOI version of the URL (can be found in downloaded Title List, if not in the record)

   4. 856 ǂ3 Wageningen ǂu https://doi.org/10.3920/978-90-8686-946-6

      • 856 4ǂu [USU prepend][doi webaddress] ǂz Available online: click to view

   5. Delete any ǂ3 subfields

   6. Insert this prepend in front of the ǂu web-address

      • https://library2.usu.edu/eval_dist/url856.php?url=

   7. Add USU ǂz text to end of 856

      1. Delete existing z subfields, if any

      2. Then add to end of 856:

         • ǂz Available online: click to view

   8. If 856 is missing (does happen sometimes), find the doi web-address link in the downloaded title list from Brill.com

      • IF YOU’RE MAKING AN ORIGINAL RECORD, use the Wageningen doi version of web-address of the 856 field without our edits:

        • 856 4 ǂ3 Wageningen ǂu [doi webaddress only]

        • example:

          • 856 40 ǂ3 Wageningen ǂu https://doi.org/10.3920/978-90-8686-936-7

          • Add your original record to OCLC…with Action; Holdings; Update Holdings;

          • Save record

          • --then copy/paste to make our 856 version (with prepend and public note), before continuing,

        • 856 4ǂu [USU prepend][doi webaddress] ǂz Available online: click to view

        • example:

          • 856 4ǂu https://library2.usu.edu/eval_dist/url856.php?url=https://doi.org/10.3920/978-90-8686-946-6 ǂz Available online: click to view

2. Add 949 automatic item creation field:

   • 949 ǂl coonl ǂt 20 ǂn Wageningen 2023 ebook package purchased 2023 ǂz n

     1. Details:

        • ǂl - Item location: coonl = Online (USU and USU Eastern)
          ǂt - Item type: 20 = Electronic Book
          ǂn - Has various phrasings, but should probably always have Wageningen ebook package with the year on the e-book package, and year of our purchase (if known).
          ǂz - Item code 2 n = Suppress (from public view)

3. Add a 909 field to sign your work/support statistics in ǂa, the date in ǂb, and “Copy” in ǂc. Include actions taken and notes in ǂe and ǂz, if desired.

   • example:

     • 909 Melanie Shaw ǂb 2023-08-30 ǂc COPY ǂd CMS STATS

4. Validate

   1. Edit; Validate OR Shift+F5

5. Save or F4 each record to the Wageningen Local Save file

6. Update Holdings

   1. Action; Holdings; Update holdings OR Shift+F8 (if not already done)

7. When finished with all the titles you can find, mark all records in save file; and Export, naming the file something like: WAP-2023-[month]

   • Action; Export OR F5

III-Import and Edit in Sierra

Bibliographic Record Load Table

Once edits are made, import into Sierra using the:

    BATCH LOAD WorldCat Collection Sets (.collectionsets)

• this loader will not look for matches or for duplicate control numbers

  • no overlay or rejection of records; all will be loaded

    • Get PC; find file; lfts

    • Click in Use Review Files box before loading

    • Test (and if all is well)

    • Load

IV-Check records in Create Lists

1. Go to Create Lists; COPY; find file; open LOAD file

2. Check bibliographic record’s fixed fields Material Type is z for Ebook

3. Check item has these correct codes:

4. Go to View Public Display:

   1. Make sure the record displays as an ebook in the OPAC

   2. Check URL link displays properly and click to test it goes to the title:

5. Once finished checking through the list, Empty the load list in Create Lists;

6. then Delete the load files in Data Exchange

VI-Statistics

• Record number of records cataloged & loaded; in title list mark titles cataloged/loaded with yellow

7. Clean up by marking & deleting all records in your OCLC WAP save file & move back to default save file

Complex or Original Cataloging

Bibliographic Record Structure: book format

II. Create a record or Update a minimal record in OCLC Connexion:

CHART FORM:

Fields in Detail:

2. Fixed Fields in OCLC:

• (Leader/LDR - manditory codes)

  • Type: a = Language (textual) material

  • BLvl: m = monographic item

• (008/23) - Form: o = Online

3. 006 - Additional Material Characteristics

   • example and details:

     1. 006 m o d

   • Type of Material: m = computer/electronic resource

   • Form/Reproduction o = online ← also may have

   • Type of Computer file: d = document/text

   • Guided entry:

     • Edit; Guided Entry; insert 006; Computer files

4. 007 field (minimum required codes):

   1. examples:

      • 007 c ǂb r

        • 00 - Category of material: c = electronic resource

        • 01 - Specific material designation: r = remote

        • Tools; Macros; Manage; OCLC+; Add&Edit007; Run;

          • fill in Specific material designation: r

          • don’t bother adding the other specifics (they can vary over time & between suppliers)

Variable fields (a selection of matchpoints or generl usefulness):

5. 020 field: correct ISBN for eBook with (electronic book) or similar designation at the end or in |q subfield

   • Print ISBN goes in z subfield

6. 245 field: MATCHPOINT

7. 260/264 field: MATCHPOINT on publisher & year

   • The Netherland : ǂb Wageningen Academic Publishers, ǂc 2023. ← with current year

8. MATCHPOINTS for physical (online) form:

   • 300 1 online resource (# pages if known) : ǂb illustrations (if any) ← all online e-resources (no $c subfield)

   • 336 text ǂb txt ǂ2 rdacontent ← all eBooks

   • 337 computer ǂb c ǂ2 rdamedia ← all e-resources

   • 338 online resource ǂb cr ǂ2 rdacarrier ← all online e-resources

9. Good to have, if possible:

   1. 505 or 520 ← if easily copy/pasted

10. Good to have at least one subject: 600, 650, 651, 655

    • 650 0 Potatoes ǂx Breeding. ← easily found on Classification Web

11. Also note: Although USU doesn’t require call numbers (050/08x/09x) in e-material, they can be useful; don’t delete existing call numbers when deriving from an existing record.

10. 856 field maneuvers:

• Copy the web address from the doi link in the WAP info box:

• Add an 856 GENERAL field containing only the doi first:

  • 856 4 ǂ3 Wageningen ǂu [doi webaddress only]

    • example:

    • 856 4 ǂ3 Wageningen ǂu https://doi.org/10.3920/978-90-8686-946-6

• Update Holdings to produce the record in OCLC:

  • Action; Holdings; Update Holdings; ← OCLC will assign number & add that version of the record as the master record

• F4

• Then copy/paste our additions into the 856

  • USU prepend: https://library2.usu.edu/eval_dist/url856.php?url=

  • USU public note: ǂz Available online: click to view

  • 856 4ǂu [USU prepend][doi webaddress] ǂz Available online: click to view

    • example:

  • 856 4ǂu https://library2.usu.edu/eval_dist/url856.php?url=https://doi.org/10.3920/978-90-8686-946-6 ǂz Available online: click to view

11. Add the 949 automatic item creation field:

• 949 ǂl coonl ǂt 20 ǂn Wageningen 2023 ebook package purchased 2023 ǂz n

  • Details:

    • ǂl - Item location: coonl = Online (USU and USU Eastern)
      ǂt - Item type: 20 = Electronic Book
      ǂn - Has various phrasings, but should probably always have Wageningen ebook package with the year on the e-book package, and year of our purchase (if known).
      ǂz - Item code 2 n = Suppress (from public view)

12. Add your 909 field:

• 909 Melanie Shaw ǂb 2023-06-23 ǂc ORIGINAL ǂd CMS STATS ǂz Wageningen eBooks

10-Save or F4 each record to the Wageningen Local Save file

12-When finished with all titles you can find, mark all records in save file; and Export, naming the file something like: WAP-2023-[month]

• Action; Export OR F5

III-Import and Edit in Sierra

Bibliographic Record Load Table

Once edits are made, import into Sierra using the:

    BATCH LOAD WorldCat Collection Sets (.collectionsets)

• this loader will not look for matches or for duplicate control numbers

  • no overlay or rejection of records; all will be loaded

    • Get PC; find file; lfts

    • Click in Use Review Files box before loading

    • Test (and if all is well)

    • Load

IV-Check records in Create Lists

1. Go to Create Lists; COPY; find file; open LOAD file

2. Check bib record’s fixed fields Material Type is z for Ebook

3. Check item has these correct codes:

4. Go to View Public Display:

   1. Make sure the record displays as an ebook in the OPAC

   2. Check URL link displays properly and click to test that it goes to the title:

5. Once finished checking through the list, Empty the load list in Create Lists;

6. then Delete the load files in Data Exchange

7. these have not been recorded in Batch Tracking on Box; might want to consider doing so from now on?

VI-Statistics

• Record downloaded/edited records in CAP statistics base under: Genstacks-CopyCat-Electronic

• Mark the titles cataloged in current title list and reload current file at top of workflow

7. Clean up OCLC by marking & deleting all records in your OCLC WAP save file (if you are using it; also switch back to regular save file)

   1. If not using separate OCLC save file, just delete all loaded WAP files