1. Summit: The Union Catalog Nancy Nathanson, Resource Sharing Program Manager nnathans@uoregon.edu (541) 346-1860

2. 2 A popular and growing service Orbis Cascade Summit

3. 3 A very big catalog: a single virtual library for all patrons Acquisitions, Collection Development, Cataloging !! Reference !! and requesting too Union catalog

4. 4 combined contents of local catalogs merged records continuously updated catalog of first choice backup system Union catalog (continued)

5. 5  Holdings for one or several members  The bibliographic record: describes all copies  special, local notes are not included Union catalog = a single master record

6. 6  Call number information is not in the bibliographic record  Classification number searching is like subject searching  Name and subject authority records are not available Special considerations

7. 7 oLimiting by material type is good but not perfect oSome local administrative information is not stored in the union catalog (such as price and cancellation information) Special considerations (continued)

8. 8 Chemeketa catalog main menu WebOPAC Chemeketa staff search menu -- character-based (“telnet”)

9. 9

10. 10 Pass-through searching: local index to “same” in Summit local catalogSummit Keyword Author GenreGenre/Form Govt.Doc.Govt.Doc. # Control no.OCLC/Sys #

11. 11 add a button to repeat search in Summit

12. 12 Keyword pass-through searching from local to union catalog

13. 13 Pass-through searching: local index to “best fit” in Summit local catalogSummit Journal/MagazineKeyword? Series TitleTitle Standard #Other No. SubjectSubject, L.C. Call no.Dewey classification

14. 14 pass-through search to broader index ISBN/ISSN (Standard no.)

15. 15 pass-through search to narrower index Chemeketa Call No. to Summit Dewey

16. 16 limit by material type: pass-through retains limit

17. 17 pass-through search retains limits

18. 18 Pass-through searching: no pass through from local index local catalogSummit Author/Title Course Reserves

19. 19 Pass-through searching: to narrower index(es)

20. Building and Maintaining the Union Catalog Nancy Nathanson, Systems Manager nnathans@uoregon.edu (541) 346-1860

21. 21 Local sites send records to the union catalog Building the database

22. 22 1.“First in” 2.National encoding level code (completeness & accuracy) 3.Consortium priority code Selecting the master record

23. 23 020 069704391 AUTHOR Wankleman, W TITLE Arts and crafts PUBL Dubuq, Brown, 1989 001 25469872 008............ 001 0 eng dnam a 020 069704391 050 LB1537|b.W3 1989 100 10 Wankleman, Willard F. 245 10 Arts & crafts 260 Dubuque, Iowa : W. C. Brown, 1989 300 xii, 327 p.: ill. ; 24 cm. 500 Includes index. 650 Creative activities and seat work. 740 Arts and crafts SOU order UPS item order Selecting the master record

24. 24 record integrity is safeguarded “Record ownership” (master bibliographic record is controlled by the contributing library) No over-writing, changing, or deleting by other libraries, or by Alliance staff.

25. 25

26. 26 all the records go to Summit and display to Alliance patrons, except … records for materials that aren’t yours: coded for "non-contribution" records suppressed from public display locally: also suppressed in Summit

27. 27 suppressed record (item withdrawn)

28. 28 suppressed records Y=Yes, suppress (recognized code from local record coming to Summit) |f=item status code =Withdrawn

29. 29 Summit real time Summit maintains links with all the local sites continuous polling real time updating over the Internet

30. 30 for example: –receiving order, status now "in process" –updating bib. record, such as author heading update, completing contents note for multi-vol. set –changing item status from 'at bindery' to 'available' Local sites automatically send updates to the central machine Maintaining the database

31. 31 Bibliographic record comes to union catalog; institution records are linked to bib record. item order item Central Wash. order item, cop.1 item, cop.2 Linfield order Western Oregon order item, cop.1 local bib.record union catalog bib.record

32. 32 Summit also asks local sites for information

33. 33 example: one site deletes its bib. record, so Summit needs to find a replacement bib. record …and Summit asks another site to send a bib. record L&C order item, cop.1 item, cop.2 Western Oregon order OIT item, cop.1 Central Wash. order item, cop.1 item, cop.2

34. 34 Searching Summit: Staff  See all records, including suppressed records  Use public menu search options plus OCLC # 257080 union catalog record #. b23897054 local record #s 9osu0.b2389705

35. 35 “on order” and displayed

36. 36 on order but suppressed example

37. 37 suppressed record Y=Yes, suppress (recognized code from local record coming to Summit)

38. 38 suppressed record (on order) B18153197 BIBLIOGRAPHIC Information LANG: eng LOCATION: law BIB LVL: m BCODE3: n SKIP: 0 CAT DATE: 07-14-04 MAT TYPE: a COUNTRY: oru CALL # KFO2731.A75 E46 2004 TITLE 2004 annual employment law update : course materials from the June 11, 2004 program in Portland PUB. INFO. Portland, OR : Oregon Law Institute of Lewis & Clark Law School, 2004 O213651x ORDER Information ACQ TYPE: p CODE2: - ODATE: 06-22-04 BLOC: b LOCATION: lmain CODE3: - ORD NOTE: - STATUS: a CDATE: - - CODE4: - ORD TYPE: f TLOC: - CLAIM: - E PRICE: $49.00 RACTION: - VENDOR: oli COPIES: 1 FORM: b RDATE: 06-22-04 LANG: eng CODE1: - FUND: none RLOC: b VOLUMES: 0 INT. NOTE Invoice date: 06/17/04

39. 39 Searching Summit: Staff Not available in WebOPAC Start in union catalog (not pass- through) telnet. login: Staff Main menu toggle between Staff and Public: (*) <><>

40. 40 Staff view B40032073 BIBLIOGRAPHIC Information LANG: eng LOCATION: 9ore0 BCODE1: a BCODE3: N SKIP: 0 CAT DATE: 11-16-98 BCODE2: a COUNTRY: oru 001 39152617 008 980520s1998 oruab s000 0 eng dnamIa 040 OSO|cOSO|dORU 245 00 Deschutes River campground 260 [Salem, Or.] :|bOregon State Parks,|c[1998?] 300 1 sheet :|bill., maps ;|c42 x 35 cm. folded to... 500 Title from front panel 650 0 Camp sites, facilities, etc.|zOregon|zWasco... 710 1 Oregon.|bState Parks and Recreation Dept 945 9ore0|bb2821815|ci5240945|o1|sN 945 9wos0|bb1165182|ci5243459|sN “LOCATION”=owner of master bib. record institution record linking fields

41. 41 Staff view B40032073 BIBLIOGRAPHIC Information TITLE Deschutes River campground PUBLISHER [Salem, Or.] : Oregon State Parks, [1998?] Summary of Attached Records INSTITUTION 1 > LOCATION: 9ore0; IFIELD=i3247203 0 dpa-o P.4C15:Deschut 1 - N INSTITUTION 2 > LOCATION: 9wos0; IFIELD=i1282549 5 mmaps OR P.4C15:Des... institution records linked to bib. record

42. 42 Staff view B40032073 BIBLIOGRAPHIC Information TITLE Deschutes River campground PUBLISHER [Salem, Or.] : Oregon State Parks, [1998?] I52409454 INSTITUTION Information LOCATION: 9ore0 948 o747879|bg|coruq |f1 copy in process|p |sN 949 i3247203|b0|cdpa-o|eP.4C15:Deschut|w1|f-|sN one institution record 949=item field: local record #, itype, loc, call no., copy, status, suppression (NO) 948=order field: local record #, loc, status, etc.

43. 43 www.orbiscascade.org/staffhome

44. 44 A huge catalog. Various coding and cataloging practices might influence results. Additional records and information available to staff Union catalog

45. Nancy Nathanson, Resource Sharing Program Manager nnathans@uoregon.edu (541) 346-1860