PPC (Go-live) Preparation of Campus SCP Data

Legend: not started IN PROGRESS STALLED decided

Recommendation

Campus SCP Records

• Action:  Identify SCP bibliographic records in local catalog

  • If holdings are SCP-only, and there are no other record types attached, remove record (do not send with data extract)

  • If holdings are SCP and local, remove all data related to SCP (599, 793, 856, 9xx fields; 035 SFXObjID for SCP in bib record and remove related holdings record, if applicable)

    • Campuses can migrate bib records with local access that duplicates CDL access into the NZ if needed but if possible are asked to leave them out (see Bibliographic records to leave out of the Vanguard NZ )

  • If order records are attached to an SCP bib record in the local ILS: 

    • Send with ILS data extract since order records should be migrated to IZ. 

    • If bib only has SCP access points and CDL order record:

      • Suppress bib record.

      • Include bib on P2E. Expected migration outcome: E-inventory will not be created. Order will convert as electronic order type.

      • Leave record out of the NZ (all traces of OCLC data in 001, 003, 019 and 035 fields need to be moved to a different field or deleted)

    • SCP+local orders (i.e., bib includes 856 for local holdings and a campus order record is attached):

      • Remove SCP data as noted above

      • Don’t suppress the bib.

      • Include bib number on P2E. Expected migration outcome: Local e-inventory created and most recent order will be converted to electronic order type.

      • Bib can be migrated to the NZ if needed, should be left out if possible

     

• Qualifications:

  • If you can’t remove your records from your main data extract, that bib record will be loaded into the local campus IZ and (if OCLC numbers are left in the 001/003, 035 or 019 fields) added/linked to the NZ. All of the 856 fields on that record will generate their own e-resource records, causing extensive duplication with the CDL SFX data that is being loaded into the NZ along with any other e-resource bibs coming in from other campuses. [Note: explanation in this section modified to accurately describe anticipated duplication after revised decision for CDL’s SCP records. Recommendation for local data is unchanged.]

  • THIS IS A LOCAL CAMPUS DECISION if you get to this point.

Reasoning

• When orders for are attached: bib record must be included in P2E file in order to create electronic order type vs. print order type. Prepare for post-migration clean-up in the Vanguard to address duplication of electronic inventory with NZ inventory created via SCP’s P2E process.

• Leaving as much CDL-licensed content out of the NZ is desired but PPC recognizes that when a campus also has local access it can be difficult to leave those records out of the NZ (vs. removing SCP access points) and they may also have different coverage or different SFX targets. Campuses should be prepared for extensive cleanup and possible NZ duplication in that case.

Background

5/11/20: ILSDC recommendation: Local institutions - Take your SCP stuff out: remove your SCP access points vs the record itself. (RM FG confirmed that we do recommend this, concerns about it being feasible for some campuses)

• SCP may be able to help by sending delete files for campuses.

• About 20% still have print and electronic; trying to get them done before migration. For the Vanguard might need to keep some composite records.

• Can SCP redistribute the records if people remove them?

• UCLA / UCSB - can people who are getting their data moved wholesale remove records in the same way that III campuses (who are sending a separate data extract) can?

  • We don’t want to remove stuff from the “real database” but only want to do that for the P2E process.

Dependencies

Questions to consider

Action Log