Hi Don,
I don't believe you should have any trouble if your providers are owned
by ATS. We have some multi-branch library systems using acquisitions,
and their providers are owned by the system as well. When they import
their records, they include in the branch's shortname in the owning
library subfield. For example, if your owning_lib subfield is b, you
could add ATS-BLF or ATS-DCL to your 970 b subfield to identify which
branch owns the copy. In our case, the owning and circulation library is
always the branch, so it doesn't cause any problems for us. I'm guessing
development would be required to be able to distinguish between owning
and circulation library with acquisitions order records.
However, we have come across a couple of problems with identifying the
system as the context org unit when uploading order records.
* If the fund identified in your 970 field is owned by the branch, the
upload will fail. We resolved this by only creating funds that are owned
by the system-level org unit. In cases where we needed to track fund
accounting for individual branches, we created separate funds for those
branches that were owned by the system, and used fund tags to help with
reporting for those branches. I don't think I ever filed a bug on this
issue, but I can check and add one if it isn't there.
* If the copy location identified in your 970 field is owned by the
branch, it also will fail. There is a development branch to fix this at
https://bugs.launchpad.net/evergreen/+bug/1058306 that has not yet been
merged into Evergreen. Unfortunately, I had issues unrelated to the code
when I tried testing this branch, so I wasn't able to sign off on it.
Regarding your question on 949 tags, I don't see any reason why you
wouldn't be able to use them. You would just need to identify the 949
tag in the provider record and add the appropriate subfield information
in the holding subfield area of the provider record.
I hope this helps!
Kathy
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 343-0128
[email protected]
Twitter: http://www.twitter.com/kmlussier
On 11/27/2012 4:30 PM, Donald Butterworth wrote:
Colleagues,
We are making progress. We have successfully imported a bib record,
with item data attached, using the 949 tag, and using the path
Cataloging --> MARC Batch Import/Export. We have also successfully
imported a bib record with item and order data attached using the 970
tag, and generated a purchase order using the path Acquisitions -->
Load MARC Order Records. But we still have several questions.
Our library has two campuses with one central processing Tech Services
Dept. We frequently purchase two copies of a title; one for the main
campus and one for the branch campus. Also our collections float. That
is, if our branch campus requests a volume, once they receive it, the
branch becomes the circulating library for that volume. Ditto, if the
main campus requests a volume from the branch, the main branch becomes
the circulating library. This arrangement saves us a bunch of money in
shipping costs.
Technically our titles are "owned" by the institution (ATS = SYS1)
even though there are separate budgets for each branch. So when we
set up the 970 data elements (Admin --> Server Administration -->
Acquisitions --> Providers) we used the Context Org Unit ATS rather
than (ATS-BLF = BR1 or ATS-DCL = BR2) to list our Provider records.
But, we are starting to think this was a mistake since the Holdings
Subfield Tab (--> Providers --> Amazon.com --> Holdings Subfield Tab)
only includes a data element for "owning library" and not one for
"circulating library".
So, what is the correct setup and workflow to purchase 2 copies of a
title, one for each branch, paying for each copy using a different
fund, and using the Acquisitions --> Load MARC Order Records path? Are
949 tags ever used with this approach? Is it necessary to list
multiple 970 tags to account for the data? How is other item/volume
record data supplied to volume/item records since the options are
limited in the Holding Subfield?
Thanks again for your insights!
Don
Don Butterworth
Faculty Associate / Librarian III
B.L. Fisher Library
Asbury Theological Seminary
[email protected]
<mailto:[email protected]>
(859) 858-2227
