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PLEASE READ - Advance Loader Specifications

daemon@ATHENA.MIT.EDU (Eric Celeste)
Fri Apr 28 01:55:02 1995

To: ad-cat@MIT.EDU
Date: Fri, 28 Apr 1995 01:54:52 EDT
From: Eric Celeste <efc@MIT.EDU>

ADVANCE LOADER SPECIFICATIONS

I. Matching.

I.A. The loader should look for matches in each of the following 
fields:

I.A.1. Field 001: The OCLC control number in field 001 is fixed in 
length, carries the prefix "ocm" and has leading zeros. Match the 
001 against the  CN index. Map the 001 including its "ocm" prefix 
to the first occurrence of field 035 $a in the record. 

I.A.2. Field 019: Field 019 will be present on some incoming 
records. Each $a in the 019 contains an OCLC control number that 
has been superseded by the record containing the 019.  Unlike the 
001, the 019 tag may contain multiple numbers in separate $a 
subfields of variable length without leading zeros or the prefix 
"ocm". (Cf. Attachment A) For each $a in the 019, add the prefix 
"ocm" and add leading zeros to create a fixed length 019 field 
with 8 numeric characters. Match each occurrence of 019 $a against 
the CN index. Map each occurrence of 019 $a to $a in separate 035 
fields. Strip the 019 field from the incoming record. (Cf. 
Attachment B)

I.A.3. Field 599 both indicators blank (599bb): Field 599bb will 
be present on some incoming records. Retain and match all 599bb 
fields against the LCN index. If both indicators are not blank, do 
not use the 599 tag for database matches.

I.B. Use the following rules to create new records, overwrite 
existing records, or generate error conditions.

I.B.1. If there is no match and no 599bb on the incoming record: 
create a new record and item holdings.

I.B.2. If there is no match, but the incoming record does have a 
599bb: load the incoming record to the workfile and report an 
error type "UNMATCHED 599" to the standard Advance load report.

I.B.3. If there is 1 match and the existing record contains at 
least one 035 with the prefix "ocm", then perform the following 
test:

I.B.3.a. If the existing 035 with prefix "ocm" matches any of the 
incoming 001 or 019 OCLC numbers, or if the incoming record has no 
001 or 019 tags: the incoming record should overwrite the pre-
existent bibliographic record and merge item holdings.

I.B.3.b. If the existing 035 with prefix "ocm" does not match any 
of the incoming 001 or 019 numbers: load the incoming record to 
the workfile and report an error type "LCN/OCLC MISMATCH" to the 
standard Advance load report. (This error condition is intended to 
capture those records where a mistyped LCN is keyed into field 
599bb.)

I.B.4. If there is 1 match and the existing record contains no 035 
with the prefix "ocm": the incoming record should overwrite the 
pre-existent bibliographic record and merge item holdings.

I.B.5. If there is more than 1 match: load the incoming record 
into the workfile and report an error type "MULTIPLE MATCHES" to 
the standard Advance load report. 

II. OCLC transaction code handling.

II.A. "Replace" command records: The Geac system should not update 
a local record with a "Replace" command record. "Replace" command 
records are incomplete and lack local data fields. "Replace" 
command (x11) records in offset 22 in the leader, should be 
skipped and not loaded into Geac Advance (Cf. Attachment B)

II.B. "Cancel" command records: The cancel holdings transaction is 
utilized when all copies of a title are withdrawn from the MIT 
LIbraries collections. Therefore, when the record has (x03) in 
offset 22 of the leader, the cancelled record should check for 
matches on the 001 and 035 fields and delete the matched 
bibliographic record(s) and item holdings and copy sets. in Geac 
Advance. Cancelled records should not, however, become a permanent 
part of Advance; index pointers should be deleted for these 
records. (Cf. Attachment B)

III. Call numbers

III.A. OCLC call number suppression. A single upper or lower case 
"x" indicates that an item is unclassed. Therefore, bibliographic 
records with "x" alone in field 090 $a are valid and should be 
converted to 'No Call #' in field 852 $h.

III.B. 050, 090, 086 call number fields with multiple $a 
subfields. Map only the first subfield $a and subfield $b to the 
Advance 852 $h when there are multiple $a subfields in the 
selected 050, 090, or 086 call number field.

III.C. OCLC call number formats and Geac call number text strings. 
050/090 LC call numbers should be formatted in Advance field 852 
$h so that a decimal appears before each cutter in the call number 
string. Incoming call numbers with three cutter numbers will, 
however, appear on OCLC records with decimals before the first and 
third cutters in accordance with OCLC's call number input 
requirements. OCLC also requires that some non-standard 050/090 
call numbers be input with double spacing or a comma before 
specified call number elements. Advance call number processing 
should reduce double spaces to a single space and remove commas 
from the call number text string. The whole call number will go 
into 852 $h, MIT does not want the cutter stored in 852 $i. (Note: 
Attachment C provides a representative list of 050/090, 086, and 
099 call numbers in the form that they will appear on our OCLC 
records with our requirements for the Geac call number display 
following each example.) 

IV. MIT Holdings Expansion Table. Use the MIT Expansion Table 
specification to map all incoming occurrences of 949 tags to new 
item records in Advance.

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