CHOOSING AND TESTING YOUR INDEXING PROFILE SHEILA CORMAN SAN - - PowerPoint PPT Presentation

CHOOSING AND TESTING YOUR INDEXING PROFILE

SHEILA CORMAN SAN DIEGO COUNTY PUBLIC LAW LIBRARY

BACKGROUND

• OLD SYSTEM
• WHAT WE WANTED TO ACHIEVE
• WHAT WE RECEIVED

INDEXING DECISIONS

HOW WE DID OUR RESEARCH

■ III RECOMMENDATIONS ■ INFORMATION FROM LOCAL III

USERS

BIB WORKSHEET #1 - FIELD GROUP LABELS & TAGS

Name III Sugg. UCSD

• Cal. West.

SDCLL/Proposed

Call # c c c c Author a a a a Title t t t t Edition e e e e Imprint p p p p Description r r r r Series s s s s Note n n n n Subject d d d d

• Alt. Author

b b b b Add Title u u u u Link q q q q Continues x x x x

• Cont. by

z z z z Related to w w w w OCLC#

• ISN

I I I I LC Card # l l l l

• Gov. Doc. #

g g g g Lib has y y y y MARC h h h h

BIB WORKSHEET #2 - INNOPAC FIELD GROUPS

MARC TAG

III Sugg.

Field Group Tag

• Cal. West.

SDCLL/Proposed 001 n/a

• n/a

n/a 002-009 n/a y n/a n/a 010 all L all all 020-024 all I all all 025-027 all y all all 028 ab i ab ab 030-049 all y all all 069-074 all y all all 086 all g all all 100-111 all but w a all but w all but w 130 all but w u all but w all but w 210-214 all u all all 222 all y all all 240 all t all all 241-243 all but w u all but w all but w 245 all t all all 246-247 all u all all 250 all e all all 254-257 all y all all 260-262 all p all all 263-265 all y all all 270 all p all all 300-399 all r all all 400-490 all but w s all but w all but w 500-599 all n all all 600-699 all but w d all but w all but w 700-711 all but w b all but w all but w 730-740 all but w u all but w all but w 752-755 all y all all 760-777 all q all all 780 all x all all 785 all z all all 787 all w all all 800-840 all but w s all but w all but w 856 all y all 866 all h all 880 all y all all 2700 all p all 911 y all

BIB WORKSHEET #3 - BC VALUES

BCODE 1

NAME

III Sugg.

• Cal. West.*

SDCLL/Proposed Mono Comp Pt a a a Ser Comp Pt b b b Collection c c c Subunit d d d Monograph m m m Serial s s s * Cal Western says "yes" to derive codes from a MARC record. Byte 7 of 007 BCODE 2

NAME

III Sugg.

• Cal. West.*

SDCLL/Proposed SDCLL/NAME Printed Matl a a a Book Archival Matl b b b Archival Matl Printed Music c c c CD-ROM MS Music d d d DVD Print Map e e e E-resource MS Map f f f Map Proj Media g g g Videorecording Spoken Record i i i Audiocassette Sound Record j j j Recording 2-D Graphic k k k Chart Computer File m m m Diskette Kit

• Kit

Mixed Matl p p p Periodical 3-D Object r r r Models Print MS t t t Print MS w Microform x Photograph * Cal Western says "yes" to derive codes from a MARC record. Byte 6 of Leader BCODE 3

NAME

III Sugg. Cal. West.** SDCLL/Proposed Delete code d d d Suppression n n n Suppress Ord c ** Cal Western says "yes" to derive codes from a MARC record. Byte 22 of 007

BIB WORKSHEET #11 - INDEXING PROFILE

INDEX: AUTHOR INDEX TAG: a SDCLL MARC TAG INDICATOR III Sugg. Circuit UCSD

• Cal. West.

Proposed 100 all abcdq abcdqe abcdeq abcdq abcdgknpq 110 all abcd abcden abcdekn abcd abcdgknp 111 all acdegq abcdenq abcdegnq acdegq acdegqknu 400 2nd ind=0 abcd abcdeq abcdeq abcd acdegqknu 410 2nd ind=0 abcde abcde abcdekn abcde abcdeknq 411 2nd ind=0 acdegq abcdeq abcdegnq acdegq acdegq 700 all abcdq abcdeq abcdeq abcdq abcdqgu 710 all abcde abcden abcdekn abcde abcdeng 711 all acdegq abcdenq abcdegnq acdegq acdegq 790 abcdeq 791 abcdekn 792 abcdegnq 800 all abcdeq abcdeq abcdeq abcdeq abcdequ 810 all abcde abcde abcdekn abcde abcdeng 811 all acdegq abcdeq abcdegnq acdegq acdegqb INDEX: TITLE INDEX TAG: t 100 all fglnpt fklnpst fklnpt fglnoprstv fglnpt 110 all fklpt tfllpsk fglpt fkloprstv fklpt 111 all fklptv tfklps fklpt fklnstv fklptv 130 all all but h adfklmnoprst all but h all but h all but h 210 all all a a all all 211 all all a a all all 212 all all a a all all 214 all all a a all all 222 a 240 all all but h adfklmnoprsadfgklmnoprs all but h all but h 241 a 242 abnp 243 adfgklmnoprs 245 all all but h,c all but h,c abfgknp all but h,c all but h,c 246 all all but h, I abdenp abnp all but h all but h, I 247 all all but h abdenp ab all but h all but h 400 2nd ind=0 tpv nptvklf flnptvk tpv tpvn 410 2nd ind=0 tpv ktpvlnf fglptv tpv tpv 411 2nd ind=0 tpv tkpvlnf fkltpn tpv tpv 440 2nd ind=0 all but x avpn anpv all but x all but x

BIB WORKSHEET #12 - KEYWORD INDEXING

MARC Tagged Fields

MARC Tag Indicator III Sugg. Circuit UCSD

• Cal. West.

SDCLL/Proposed Personal Name (title portions only) 100 all fpt npt eklnpt fpt fpt 400 all fptv aptv klnptv fptv fptv 700 all fmnopt mnoprst egklmnoprt fmnopt fmnopt 800 all fmptv mnoprstv dklmnoprstv fmptv fmptv Corporate Names 110 all abdfmnpt abcdenpt abcdegklnpt abdfmnprst abcdfmnpt 410 all abdfmnoprstv abcdnptv abcdegklnptv abdfmnoprstv abcdfmnoprstv 710 all abdfmnoprstv abcdemnoprst abcdegklmnopr abdfmnoprstv abcdfmnoprstv 810 all abdfmnoprstv abcdemnoprstv abcdegklmnopr abdfmnoprstv abcdfmnoprstv Conference Headings 111 all adefnpqt abcdenptq abcdegklnptq adefnpqst acdefnpqt 411 all adefnpqstv abcdnptqv all adefnpqstv acdefnpqstv 711 all adefnpqst abcdenpqst abcdeklnpqst adefnpqst acdefnpqst 811 all adefnpqstv abcdenpqstv abcdegklnpqst adefnpqstv acdefnpqstv Uniform Title Headings 130 all adfmnoprst admnoprst adgklmnoprst adfmnoprst adfmnoprst 730 all adfmnoprst admnoprst adgklmnoprst adfmnoprst adfmnoprst 830 all adfmnoprstv admnoprstv adgklmnoprst adfmnoprstv adfmnoprstv Title Fields 240 all adfmnoprs admnoprs adgklmnoprs adfmnoprs adfmnoprs 245 all abfhnp abdehnps abknp abfnp abfhnp 246 all abfnp abdenp abnp abfnp abfnp Added Titles 440 all adpv anpv anpv anpv adpv 740 all anp anp adgklmnoprst anp anp 840 all anpv apnv adgklmnoprstv anpv anpv

HOW WE DID OUR RESEARCH

■ EVALUATED THEIR DECISIONS ■ BATH PROFILE ■ TEXAS Z39.50 RECOMMENDATIONS

The Bath Profile: An International Z39.50 Specification for Library Applications and Resource Discovery Release 1.1 Internationally Registered Profile Developed by The Bath Group (Participants at the Bath, UK Meeting, August 1999) Edited by The Bath Profile Editorial Team Carrol Lunau, Paul Miller, and William E. Moen Released June 2000 Minor clarifications, February 2001

URL: http://www.ukoln.ac.uk/interop-focus/bath/current/

Recommendations for Indexing MARC 21 Records to support Z Texas and Bath Profile Bibliographic Searches (Functional Area A, Levels 0 & 1) (REVISED September 10, 2000) To improve interoperability in cross-catalogue searching, two configuration levels must be addressed. First, the Z-client and Z-server must support the expression and execution of searches using Bib-1 Attributes defined in the Profiles. Second, local information retrieval systems must provide search access to data in the MARC 21. The following documents identify specific MARC 21 fields and subfields that can be considered candidate parts of a MARC 21 record that should be indexed to support the Author, Title, Subject, Date, and Standard Identifier searches defined in the Profiles. The purpose of these documents is to generate discussion on the desirability of common indexing policies across library catalogs to support cross-catalog searching defined and specified in the Profiles. The hope is that through conversation during Fall 2000, we can (as a community) arrive at an acceptable set of fields and subfields to support the basic searches in Functional Area A, Levels 0 and 1, in the Bath and the Z Texas Profiles. This document will become a non-normative appendix in the Z Texas Profile, Release 2.0 (Fall 2000). A version of this document was first circulated to members of the Texas Z39.50 Implementors Group (TZIG) in July 2000, and based on comments and discussion with TZIG members and others, we have revised the

• documents. The links to the individual documents point to the drafts dated September 10, 2000.

URL:

http://www.unt.edu/wmoen/Z3950/MARC21Indexing/Z3950MARCIndexing.htm

MAKING OUR DECISION

■FUTURE NEEDS ■COOPERATIVE VENTURES ■SUBMITTING DECISIONS

BIB WORKSHEET #11 - SUBMISSION TO III

NDEX: AUTHOR INDEX TAG: a 11/2/00 version #1 MARC TAG INDICATOR SDCLL 100 all abcdgknpq 110 all abcdgknp 111 all acdegqknu 400 2nd ind=0 acdegqknu 410 2nd ind=0 abcdeknq 411 2nd ind=0 acdegq 700 all abcdqgu 710 all abcdeng 711 all acdegq 790 791 792 800 all abcdequ 810 all abcdeng 811 all acdegqb

BIB WORKSHEET #12 - SUBMISSION TO III

MARC Tagged Fields

11/2/00 version #1 MARC Tag Indicator SDCLL Personal Name (title portions only) 100 all fpt 400 all fptv 700 all fmnopt 800 all fmptv Corporate Names 110 all abcdfmnpt 410 all abcdfmnoprstv 710 all abcdfmnoprstv 810 all abcdfmnoprstv Conference Headings 111 all acdefnpqt 411 all acdefnpqstv 711 all acdefnpqst 811 all acdefnpqstv Uniform Title Headings 130 all adfmnoprst 730 all adfmnoprst 830 all adfmnoprstv

WORKING WITH III ABOUT WORKSHEET SUBMISSIONS

• ASKING QUESTIONS
• CHANGES NEEDED

BIB #11 REVISIONS

INDEX: AUTHOR INDEX TAG: a 11/16/00 version #2 MARC TAG INDICATOR SDCLL 100 all abcdgknpq 110 all abcdgknp 111 all acdegqknu 400 2nd ind=0 acdegqknu 410 2nd ind=0 abcdeknq 411 2nd ind=0 acdegq 700 all abcdqgu 710 all abcdeng 711 all acdegq 790 791 792 800 all abcdequ 810 all abcdeng 811 all acdegqb

BIB WORKSHEET #12 - REVISIONS

MARC Tagged Fields

1/2/2001 Version #2 MARC Tag Indicator SDCLL Personal Name (title portions only) 100 all fpt 400 all fptv 700 all fmnopt 800 all fmptv Corporate Names 110 all abcdfmnpt 410 all abcdfmnoprstv 710 all abcdfmnoprstv 810 all abcdfmnoprstv Conference Headings 111 all acdefnpqt 411 all acdefnpqstv 711 all acdefnpqst 811 all acdefnpqstv Uniform Title Headings 130 all adfmnoprst 730 all adfmnoprst 830 all adfmnoprstv Title Fields 240 all adfmnoprs 245 all abfhnp 246 all abfnp Added Titles 440 all adpv 740 all anp 840 all anpv Other 212 a 214 a 222 241 242 243 247 abnp 490 av 500 a 502 a 505 all at 510 a 520 all ab 586 all a 655 all ayz 752 all abcd 755 all axyz

TESTING THE INDEXING

TESTING THE INDEXING

■ WHO PARTICIPATED ■ IN-HOUSE TRAINING

AGENDA AND SEARCH TIPS - BASIC SEARCHING

• 1. Record structure.
• 2. Difference in searching between our existing system and Innovative.
• 3. Types of searches
• A. Author
• B. Title
• C. Keyword
• D. Subject
• E. Author / Title
• F. Call number searches (only in staff view)
• 4. Staff (My Millennium) vs. Public View in the WebOpac
• 5. Caveats
• A. Drop down boxes in staff mode
• B. Printing from drop down boxes
• C. Circulation periods
• D. Materials at Access Services and some on 5th Floor
• E. Branch Holdings
• F. Government documents
• G. Synchronization of volumes

TESTING THE INDEXING

■ DIVIDING THE CATALOG INTO

SECTIONS TO BE SEARCHED

■ SEARCH FORM

SEARCH TITLES IN YOUR ASSIGNED AREAS BY ALL POSSIBLE ACCESS POINTS. MAKE A CHECKMARK FOR EACH SUCCESSFUL SEARCH. MARK ANY FAILED SEARCHES WITH AN "X". ATTACH COPIES OF FAILED SEARCHES. PUT ALL PROBLEMS IN BOX IN CATALOGING MARKED "III PROBLEMS." Type of Search Call # Call# ISN ISBN/ISSN Title Title Added Title Title Series Title Title Author, Primary Author Added Author Author Editor Author Performer/Moderator Author Organization Author Subject Heading(s) Subject Rotated Subject Heading(s) Subject

• Gov. Doc # -- Item

Gov.Doc. SuDoc Number Gov.Doc. WORD SEARCHES (Adv.Boolean) Title fields Series Corp/Conf Authors Contents Publisher Subject keywords WORD SEARCHES (Simple) Title fields Series Corp/Conf Authors Contents Publisher Subject keywords

TI TITL TLE O OR CALL LL # #

TESTING THE INDEXING

■ WEEKLY CHECKING ■ RESULTS

PROBLEMS AND CHANGES NEEDED BEFORE ACCEPTANCE

CHANGES AND PROBLEMS

• SYSTEM PROBLEMS
• DROPPED RECORDS
• DATABASE RELOAD

THINGS WE MIGHT HAVE DONE DIFFERENTLY

■ BASICALLY SATISFIED ■ CLEANED UP MORE OF OUR

EXISTING DATABASE

■ ASKED MORE QUESTIONS ABOUT

THE DATABASE LOAD

■ MORE STAFF TRAINING

SUMMARY

■ RESEARCH OTHER LIBRARIES

DECISIONS AND COMPARE THEM TO III RECOMMENDATIONS AND YOUR CURRENT USAGE

■ STUDY AND PLAN FOR FUTURE

NEEDS

■ GET AS MANY PEOPLE AS

POSSIBLE INVOLVED IN THE TESTING

SUMMARY

■ ASK QUESTIONS OF BOTH III AND

OTHER USERS

■ USE SPEADSHEETS WHEN

POSSIBLE TO STUDY AND MAKE INTELLIGENT DECISIONS

■ DURING EVALUATION, MAKE SURE

TO CHECK TESTERS SEARCHING WHEN THEY REPORT PROBLEMS

SUMMARY

■ REMEMBER ONCE THIS TEST

PERIOD IS OVER, IT WILL COST MONEY TO MAKE CHANGES…

IF YOU HAVE ANY QUESTIONS OR WOULD LIKE MORE COMPLETE INFORMATION, PLEASE CONTACT ME AT:

SHEILA CORMAN

SAN DIEGO COUNTY PUBLIC LAW LIBRARY 1105 FRONT ST. SAN DIEGO CA 92102 619-531-4448

SCORMAN@SDCLL.ORG