(Re-)examining the creation of an electronic collection on faculty - - PowerPoint PPT Presentation

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(Re-)examining the creation of an electronic collection on faculty - - PowerPoint PPT Presentation

Feb 18, 2023 124 likes •531 views

(Re-)examining the creation of an electronic collection on faculty scholarship John Sterbenz University of Michigan Kresge Library Services Presentation Overview 2009 Concept and background Workflow and implementation Issues and

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(Re-)examining the creation of an electronic collection

  • n faculty scholarship

John Sterbenz University of Michigan Kresge Library Services

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Presentation Overview

2009

– Concept and background – Workflow and implementation – Issues and concerns – (Mostly) fully-realized example – Decision

…then a LOT of things happened…

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Presentation Overview

2018

– What’s changed – What hasn’t changed – Issues and concerns – A final analysis

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The Concept

  • Create catalog records containing stable, proxied, article-level

URLs for research authored by Ross School of Business faculty to load into III’s Millennium ILS

– Aggregators/databases to include ProQuest, EBSCO, ScienceDirect, Ingenta Connect, Oxford University Press

  • Include “times cited” links to Google Scholar and Scopus
  • Provide catalog users options for capturing not only these

records but also faculty working papers and RSB-authored books

  • Retrieve citation data for the (automated) creation of said

catalog records

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The “Why”

  • Desire to highlight institution-specific research
  • Local precedent already established

– Faculty research and grey literature – Undergraduate and graduate research

  • Desire to ensure that these faculty scholarship records did not

create “false hit” problems with OPAC searching

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The Implementation

  • Millennium systems work
  • Universal overview

– Identify full-text articles – Export citation data into citation management software (RefWorks) – Create tab-delimited (text) export file in RefWorks – Work with tab-delimited RefWorks export file in Excel – Create MARC records using MarcEdit – Load records into Millennium

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Identify Full-text Articles

  • Compile a list of faculty, by discipline
  • Select an aggregator/resource
  • Search!
  • Identify/select records with full-text for export
  • Not surprisingly, this is where the greatest process variability lies
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ProQuest (“Advanced Search”)

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ProQuest (Search results, with selections)

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Business Source Complete (“Advanced Search”)

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Business Source Complete (Search results, with selections)

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Import Citation Data to RefWorks

  • “Direct export to RefWorks” was great—when it worked

– Even when it didn’t (ProQuest), it didn’t pose undue difficulty

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Export Tab-delimited File from RefWorks

  • From this point, processing mechanics are essentially identical

between aggregators/databases

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Unprocessed RefWorks file

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Work with Tab-delimited RefWorks Export File in Excel

  • LOTS of massaging here (authors, quotation marks to identify

text)

  • LOTS of data removal
  • What’s left at the end of this step?

– Article title – Journal title – Year of publication – Abstract – URL – Authors (one author per column)

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Exported RefWorks file in Excel (pre-processing)

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Exported RefWorks file in Excel (post-processing)

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Create MARC Records Using MarcEdit

  • Delimited text translator

– Use .mrd template (based on number of authors) – Add other fields and subfields (not originally found in citation data) – Additional text cleanup (especially 520)

  • Compile file into MARC (.mrc) for loading
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MarcEdit Delimited Text Translator (with template loaded)

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A file of records!

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A closer examination

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Create MARC Records Using MarcEdit

  • Delimited text translator

– Use .mrd template (based on number of authors) – Add other fields and subfields (not originally found in citation data) – Additional text cleanup (especially 520)

  • Compile file into MARC (.mrc) for loading
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A completed record

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Create MARC Records Using MarcEdit

  • Delimited text translator

– Use .mrd template (based on number of authors) – Add other fields and subfields (not originally found in citation data) – Final text cleanup (especially 520)

  • Compile file into MARC (.mrc) for loading
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Whoops….

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Create MARC Records Using MarcEdit

  • Delimited text translator

– Use .mrd template (based on number of authors) – Add other fields and subfields (not originally found in citation data) – Final text cleanup (especially 520)

  • Compile file into MARC (.mrc) for loading
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Load Records into Millennium

  • Special Load Profile

– Overlay based on 245 only

– No matches? Insert record! – One or more matches? Reject record (do not load)

– Insert fields common to all article-level records

– Boilerplate 506, 538 fields common to all electronic titles

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The Results

  • 1,791 records containing 2,024 article-level URLs

– 1,621 Business Source Complete links – 403 ProQuest links – 233 records linked to both ProQuest and Business Source Complete

  • 48 “Times cited” links

– Added after loading – 42 Google Scholar – 6 Scopus – Records examined with no “Times cited” link

  • What do they look like?
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The Issues

  • No attempt was made to resolve issues, per se, after work on the

project was halted

  • Need to craft specific guidelines for author/article inclusion

– Level of affiliation – Secondary institutes and centers – Include only from peer-reviewed/scholarly sources? – All authorship?

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The Issues

  • Work associated with appearance in more than one resource
  • Work associated with more than one RSB author
  • Identification of new works to add
  • Doesn’t necessarily capture *all* scholarship
  • Cataloging standards
  • What about authority control?
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The Decision

  • You already know the results
  • Let’s examine the environment at the time
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Kresge Business Administration Library (2009)

  • 120,000 volumes
  • 3,000 print subscriptions
  • 2,600 binding units
  • Fully-developed, mature, proprietary ILS
  • Monthly loading of Serials Solutions MARC records and ERM

holdings data

  • Technical Services staffing

– Five FT and one FTE temporary employees (one librarian)

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Kresge Library Services (2018)

  • 156 non-circulating physical volumes
  • Five print subscriptions (all annuals) with “current issue only”

retention

  • No binding
  • Self-supported and maintained open-source ILS (Koha) for

cataloging and financials only

  • Monthly loading of Serials Solutions MARC records
  • Technical Services staffing

– Three FT and zero FTE temporary employees (one librarian)

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The Issues (revisited)

  • Need to craft specific guidelines for author/article inclusion
  • Work associated with appearance in more than one resource
  • Work associated with more than one RSB author
  • Identification of new works to add
  • May not necessarily capture *all* scholarship
  • Cataloging standards
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Noted/Probable Improvements

  • Tighter integration of citation software
  • Increase/removal of seemingly arbitrary limits
  • Better working knowledge of MarcEdit
  • Better MarcEdit functionality
  • Software and hardware advances, in general
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Millennium vs. Koha

  • Catalog scopes

– Millennium: location-based scoping – Koha: Separate database instances

  • Public and staff displays

– Millennium: A set of universal displays – Koha: Use of “Bibliographic frameworks”

  • Combining the universes
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A Final Analysis

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Questions?

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Thank you!

John Sterbenz Manager, Technical Services, Collections, and Library Automation University of Michigan Ross School of Business Kresge Library Services jsterben@umich.edu (734) 764-5746