Starting from a digital list does not usually require enrichment via a master 
source.  Libraries use a standard exchange format, MARC, including WorldCat.  
All major library management systems can import and export MARC.  When a 
library switches to a new system, they usually just export their existing 
catalog data in MARC format and import that data into the new system.  The 
tricky part is that most library management systems have unique features and 
workflows, and stores extra information internally to manage those systems.  As 
an example, there are numerous ways systems might store item location and 
status.  So a transition usually involves cleaning up the original data, 
translating local system data into MARC fields which can be imported in the new 
system, massaging incompatible data into forms the new system can store in its 
own local rules, and filling in data on the new system that could not be 
exchanged from the old system.  But that is only local system stuff.  The basic 
cataloging information follows a standard that can (in principle) be easily 
exchanged.

As you suspected, systems do not actually store the exchange format MARC as 
their master catalog (the Source of Truth).  Usually it is stored in a 
database, with most systems using a proprietary internal data design.  Most 
systems can display the data in MARC format for the purposes of cataloging.  
Maintenance and additions are handled either by manual entry or retrieval of 
records in MARC format from a vendor or a master source like WorldCat.  New and 
updated MARC records can be imported individually or in batch.

One interesting development in library management systems is the growth of 
cloud catalog services.  WorldCat came out with such a system a few years ago, 
named WorldShare Discovery, but there are several others.  In this system, the 
cloud service stores the catalog data and serves as the Source of Truth.  In 
WorldShare Discovery, for instance, the library picks which WorldCat records 
are in its "local" catalog.  New records created by one Discovery library are 
added to WorldCat and can be used by all other libraries using WorldCat.  
Changes to the WorldCat master record are reflected immediately in all 
Discovery catalogs.  The library can add some local data as well, but for the 
most part, the WorldCat master record is also the local record.

                                        Steve McDonald
                                        [email protected]


-----Original Message-----
From: Code for Libraries [mailto:[email protected]] On Behalf Of Frank 
Guerino
Sent: Monday, March 20, 2017 10:37 PM
To: [email protected]
Subject: Re: [CODE4LIB] Question About Library Managements Systems and Loading 
of Data/Artifacts

Hi Deborah,

Thanks for taking the time to answer.  This is exactly the type of info I’m 
looking for.

Your answer describes two scenarios:

1. Starting From Paper: A process that A) turns the Paper Card Index into 
Digital List, B) requires enriching it via a Master Data Source like WorldCat, 
and C) loads the list into the library.
2. Starting from a Digital List: Which I assume still requires B and C, from 
above.

After initial upload, is that Digital List treated as an ongoing Source of 
Truth (SoT) that is continuously mastered outside the library and incrementally 
synched with the data loaded into the library?  Or, after initial upload, is 
that list discarded and the library, itself, is used to control master 
inventory (either through incremental manual entry or scanning)?  I’m under the 
impression that it’s the latter.

Thanks,

Frank
―
Frank Guerino, Managing Partner
The International Foundation for Information Technology (IF4IT) 
http://www.if4it.com
1.908.294.5191 (M)


On 3/19/17, 4:11 PM, "Fitchett, Deborah" <[email protected]>
wrote:

> Hi Frank,
> 
> That's a fairly broad set of questions. My library currently uses Alma 
> but there are heaps of systems out there. 
> https://librarytechnology.org/libraries/
> is a good place to get an idea of who uses what. If you create an 
> account you can run an advanced search eg "all libraries in New Zealand using 
> Alma".
> 
> As for launching a new system, it really depends what data you have to 
> start with. If you're starting with an old card index, or nothing, 
> then you'd probably want to... say scan all the ISBNs/ISSNs into a 
> list and try and get records for these all from WorldCat or something, 
> but you'd need a lot of manual intervention (especially as you'd need 
> to add holdings and local barcodes/RFID/whatever).
> 
> But if you're starting with the records in some electronic form 
> already, then you'd want to work with your new vendor to try and 
> import those from whatever format you're already using.
> 
> Deborah
> 
> -----Original Message-----
> From: Code for Libraries [mailto:[email protected]] On Behalf Of 
> Frank Guerino
> Sent: Sunday, 19 March 2017 1:46 p.m.
> To: [email protected]
> Subject: [CODE4LIB] Question About Library Managements Systems and 
> Loading of Data/Artifacts
> 
> Hi All,
> 
> I¹m curious to learn:
> 
> 1. What Library Management Systems (LMSs) system do you use to manage 
> your Libraries and all Library Artifacts?
> 2. How do you seed your artifacts (books, journals, etc.) into your LMSs?
> So, for example, when launching a new system for the first time, how 
> do you seed it with all your books, journals, etc.?  Do you have 
> things like CSV seed files or do you enter all artifacts one at a time?
> Thanks for your help,
> 
> Frank
> <
> Frank Guerino, Managing Partner
> The International Foundation for Information Technology (IF4IT) 
> http://www.if4it.com
> 1.908.294.5191 (M)
> 
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