Provider-Neutral Approach Checklist

Procedure for Provider-Neutral Approach:

Note: The OCLC macro GenerateERecord can be used to simplify this work. For large collections, contact Eva Bolkovac for information on automating this process.

Checklist for Digitized General Collections Using the Provider-Neutral Method

Create an e-Variant record by cloning the bibliographic record for the tangible object. Delete values that pertain only to the format of the tangible object as instructed below. In addition, modify or enter values for the online resource following these guidelines (create 776 first).
 

 FIXED FIELDS

 

Field

Coded Data

Leader

Retain values from the original record, including: 

  • Type of record
  • Bibliographic Level
  • Encoding Level
  • Cataloging Form

006 Additional Material Characteristics

(add an 006 to describe the online resource)

 

Additional Characteristics:

  • m = Computer file

Form of Item

  • o =  Online

Type of File

  • [Apply appropriate code]

               d = document (most common)

007 Physical Description

(add an 007 to describe the online resource)

 

c = Electronic Resource

  • Specific material designation:

                r = Remote

  • Dimension

                n = Not applicable

008 General Description

Form of Item

  • o = Online

Cataloging source

  • d = Other

Retain other values from the original record including the Publication Status, Date 1, Date 2, and Place of Publication

 VARIABLE FIELDS

Only fields that need to be modified, deleted, or added are included in this checklist. Instructions in italics are local Yale practices. Simply add fields in italics to p-n records imported from OCLC.

Field

Action and Field text

001 Voyager Bib Id

Delete

005 Date and Time of Latest Transaction

Move to 776 ‡w

Delete

015 National Bibliography Number

Delete

016 National Bibliographic Agency Number

Delete

020 International Standard Book Number

Move ISBNs for the tangible resource from ‡a to z

022 International Standard Serial Number

Move ISSNs for the tangible resource from ‡a to y

024 Other Standard Identifier

Move identifiers for the tangible resource from ‡a to z

028 Publisher or Distributor Number

Move numbers for the tangible resource from ‡a to z

035 System Control Number

Delete (New 035 will be system-generated)

040 Cataloging Source

Change ‡a and ‡c to CtY-[YUL library code] 

Retain or add ‡b eng

Add ‡e pn

040 // ‡a CtY ‡b eng ‡e pn ‡c CtY  

040 // ‡a CtY ‡b eng ‡e rda ‡e pn ‡c CtY 

040 // ‡a CtY ‡b eng ‡e rda ‡e dcrmb ‡e pn ‡c CtY

 

079 OCLC Master Record Number

Move 079 from original record to 776 ‡w

Delete

New 035 will be system-generated

 

245

Remove GMD ‡h

300 Physical Description

Use ‡a 1 online resource. If available, add subunits and duration in parentheses. 

Retain ‡b for illustrative matter, color, sound, etc.

Delete ‡c

300 // ‡a 1 online resource (ix, 50 pages) : ‡b illustrations, maps

300 // ‡a 1 online resource (1 video file (88 min.)) : ‡b sound, color, with black and white sequences

 

336 Content Type

Retain original value. Add a value for records derived from records missing 336.

336 // [content type] ǂb [content type code] ǂ2 rdacontent

337 Media Type

Do not retain original value.

337 // ‡a computer ‡b c ‡2 rdamedia

 

338 Carrier Type

Do not retain original value.

338 // ‡a online resource ‡b cr ‡2 rdacarrier

 

344 Sound characteristics

Optional. Retain, add or modify if necessary. Use concise terms and specific subfield codes. 

344  \\ ‡a digital ‡2 rdatr

Subfields ‡3, ‡g, ‡c, ‡d, ‡e can be added after the file is digitized if it is important to keep track of this information.

344 \\  ‡3 Yale University Library ‡g stereo ǂ2 rdacpc

 

347 Digital File Characteristics

Core for cartographic resources only. Retain, add or modify if necessary. Use concise terms and specific subfield codes. 

347  \\ ‡a video file ‡3 rdaft

Subfields ‡3, ‡b, ‡c, ‡d, ‡e can be added after the file is digitized if it is important to keep track of this information

347 \\  ‡3 Yale University Library ‡b MPEG-4 ‡c 116.6 MB

 

362 Dates of Publication and/or Sequential Designation

Change “Began with” to “Print version began with”

362 1/ ‡a Print version began with: 1925.

 

506 Restrictions on Access Note

506 // ‡a Unrestricted online access.

530 Additional physical form Available Note

If original is kept, use

530 // ‡a Also available in original print ‡u Oribs handle

If a reprint is available, use

530 // ‡a Also available in reprint ‡u Orbis handle

 

533

533  // ‡a Digital reproduction. ‡b New Haven, Conn. : ‡c Yale University Library, ‡d [date]. ‡n [call number of the original digitized resource, e.g., SML Hae87 1 M85] ‡5 CtY

588 Source of Description Note

588 // ‡a Description based on print record [or other appropriate wording].

590 Local Note

For records created before the digitization process is completed, temporarily add 

590 // ‡a Digitization in progress. Online content available soon.

Delete note when content becomes available.

 

776 Additional Physical Form Entry

776 08 ‡i [Relationship information, e.g. Print version, Also issued as, DVD version, etc.]: ‡t [Title]. ‡h [Physical description, e.g. ix, 50 pages : illustrations, 20 cm] ‡w (DLC) [number from 010] ‡w (OCoLC) [number from 079]

Other subfields may be added.

 

76x-78x Linking Entries

Most 76x-78x imported from the record for the tangible object will need to be deleted. Use cataloger’s judgment. For instance, 776 linking to a microfilm record can be kept. However, 780/785 fields linking to print serials records should be deleted.

830 Series Added Entry

Use to gather items as a specific collection (similar to FindIt Digital Collection facet). Follow the policy for creating tracing Yale collections {under development Fall 2020}

830 /0 ‡a Day Missions Periodicals. ‡e CtY

 

856 Electronic Locations and Access

856 40 ‡y [Linking text, e.g. Online book, Streaming video] ‡u [URL to access copy in the DCS or consortial system including HathiTrust]

955

Insert HathiTrust object identifier in ‡b followed, if applicable, by the volume number in ‡v

MFHD

Action and Field Text

852 Location

For records ready for export to OCLC, add

852 80 ‡b yulintx ‡h None ‡z Online resource 

For records not ready or not appropriate for export to OCLC, add

852 80 ‡b yulint ‡h None ‡z Online resource

 

583 Action Note

Add only to MFHD of the e-Variant record if a reprint has been made from the digitized object.

583 0/ ‡a reproduced in print ‡c [Time/date of action] ‡k [Action agent, e.g. vendor or YUL Preservation Dept] ‡2 [Source of term, e.g. pda] ‡5 CtY-[YUL library code]

 

583 Action Note

[This will be added automatically to e-Holdings following file ingestion into Preservica.]

583 0/ ‡a transferred to optimal storage ‡c [Time/date of action] ‡k [Action agent, e.g. YUL Preservation Dept] ‡2 [Source of term, e.g. pda] ‡5 CtY-[YUL library code]

 

583 Action Note (MFHD of original record)

583 0/ ‡a digitized ‡c [Time/date of action] ‡k [Action agent, e.g. YUL Preservation Dept] ‡2 pda ‡5 CtY