8 for All – 9 for “Mine”
The use of 856 & 956 fields:
10-Step process for 856 to 956 conversion
Examples of records for OhioLINK Institutions
Contents
Part 1: Illustration of a 10-step
process for conversion
 Graphic model to illustrate:
Booleans to be gathered
 Actions to be performed on records
within the Booleans


Step-by-step procedures
Contents continued
Part 2: Examples of records & displays as
they will appear after the change from
856 to 956 is made
 OhioLINK Resource examples



Member Institution Resource examples



Serial, E-book, Database
Millennium record, Local view, Central Catalog view
Serial, E-book
Millennium record, Local view, Central Catalog view
Multiple Means of Access examples


Serial, E-book
Millennium record, Local view, Central Catalog view
Important note:

No changes in procedures are needed for
resources freely available to anyone and
everyone using the Internet
(In other words, continue to use the 856 for
urls for freely available Internet resources)
Part 1
Illustration of a 10-step
process for conversion
Booleans described in a
10-step process for
856/956 conversion
Step 2:
OhioLINK resources
(records coded bcode3=g)
Step 1:
All records with
856 fields
Step 8:
locally purchased
or leased
non-books
Step 7:
Non-OhioLINK
collections, integrating
resources,
& serials
Step 3:
Records that have an
additional link to a locally
purchased or leased resource
[See text description for 2 additional
Booleans—steps 4-5]
Step 9:
Records that
have a rave & a
non-rave
link
Step 10:
Resources that
“come with”
locally purchased
or leased
resources
Records for monographs
With links to free
Resources
Step 6
E-books purchased/
or leased by member
institution
Example of Process – 10 steps
Step-by-step: Step 1
MASTER BOOLEAN
Gather the BASE BOOLEAN:
A set of all records that have links
to Internet resources
Potential Boolean strategy:
Bib records that have an 856 field
Millennium create list: type (b);
field (!) 856; condition (≠);
value (blank)
SAVE results
Caution: For large libraries, this could be a very large set of records. Libraries may wish
to put more limits in the strategy. For example, one could eliminate government documents
in order to reduce the size of the result set.
Step-by-step: Step 2
Gather a subset of records from the results of the MASTER BOOLEAN
for a set of records that have links to OhioLINK resources
Records representing
OhioLINK
resources
Potential Boolean strategy:
Bibliographic records where BCODE3 = g
Millennium create list: type (b); field (BCODE3); condition (=); value (g)
SAVE results
Change process (resubmit records to Central):
•Change bcode3=g to bcode3=z
•Change bcode3=z to bcode3=-
Step-by-step: Step 3
Gather a subset of records from the results of the Boolean
gathered in Step 2 for a set of records
that have links to OhioLINK resources
and at least one other link to an individual member resource
Links to member
resource &
OhioLINK
resource
Potential Boolean strategy:
Bibliographic records where at least one 856 field does not have “rave”
Millennium create list: type (b); field (!) 856; condition (o); value (rave)
SAVE results
Step-by-step: Step 4
Gather a subset of records from the results of the Boolean
gathered in Step 3 for a set of records
that have links to OhioLINK resources
and at least one other link, but that exclude records for NetLibrary books
Links to
One rave
& one other,
no NetLibrary
Potential Boolean strategy:
Bibliographic records where at least one 856 field
does not have “NetLibrary”
Millennium create list: type (b); field (!) 856; condition (o);
value (NetLibrary)
SAVE results
Step-by-step: Step 5
Gather a subset of records from the results of the Boolean
gathered in Step 4 for a set of records that have
links to OhioLINK resources and at least one other link,
but that exclude records
for NetLibrary and Federal documents
Links to
one rave
& one other,
no NetLib;
no gpo
Potential Boolean strategy:
Bibliographic records where at least one 856 field does not have “gpo”
Millennium create list: type (b); field (!) 856; condition (o); value (gpo)
Change process:
•Review each record manually.
• Change 856 to 956 for locally purchases/leased resources
Step-by-step: Step 6
Gather a subset of records from the results of the MASTER BOOLEAN:
For set of records for e-books that are not OhioLINK resources and
For which the member institution purchases/leases/subscribes
Non-OhioLINK
“paid for”
E-books
Potential Boolean strategy:
Use local practice of coding fields to inform design of a search
that breaks out paid resources.
OSU example:
type (b); field (location), condition (=), value (wwb) [to identify e-books] AND
type (b); field (bib lvl), condition (≠), value (s) [to eliminate analytics] AND
type (o); field (eprice), condition (>), value (0) [to identify OSU paid-for e-books]
Change process:
•Globally change all 856s to 956s
Step-by-step: Step 7
Gather a subset of records from the results of the MASTER BOOLEAN:
For set of records for integrating resources, and collections
(that is, for all non-books that are not OhioLINK resources
Non-OhioLINK
collections, integrating
resources,
& serials
Potential Boolean strategy:
type (b); field (bcode3), condition (≠), value (g) AND
type (b); field (bib lvl), condition (=), value (i) OR
type (b); field (bib lvl), condition (=), value (s) OR
type (b); field (bib lvl), condition (=), value (c)
SAVE Results
Step-by-step: Step 8
Gather a subset of records from the results of the Boolean gathered
in Step 7 for as set of records for locally purchased/leased
nonbook resources
OSU purchased
or leased
non-books
Potential Boolean strategy:
Use local practice of coding fields to inform design of a
search that breaks out paid resources.
OSU example:
type (o); field (eprice), condition (>), value (0) AND
type (b); field (!) 856, condition (A), value (rave.ohio) AND
type (b); field (!) 856, condition (A), value (gpo)
Change process:
•Globally change all 856s to 956s
•Globally change all bcode3=- to bcode3=z
•Globally change all bcode3=z to bcode3=-
Step-by-step: Step 9
Gather a subset of records from the results of the Boolean gathered
in step 7 for a set of records for integrating resources, and collections
(that is, for all non-books that are not OhioLINK resources
Records that
have a rave & a
non-rave link
Potential Boolean strategy:
Use local practice of coding fields to inform design
of a search that breaks out paid resources.
OSU example:
type (o); field (eprice), condition (>),
value (0) AND
type (b); field (!) 856, condition (A), value
(rave.ohio) AND
type (b); field (!) 856, condition (A), value
(gpo)
Change process:
•Globally change all 856s to 956s
•Globally change all bcode3=- to bcode3=z
•Globally change all bcode3=z to bcode3=-
Step-by-step: Step 10
Gather a subset of records from the results of the Boolean gathered in step 7
for a set of records for non-books (print or online) that have links to
resources that the member institution has paid for locally
Note: these are “comes with” resources
Resources that
“come with”
locally purchased
or leased
resources
Potential Boolean strategy:
Use local practice of coding fields to inform design
of a search that breaks out paid resources.
OSU example:
type (b); field (bcode3), condition (≠); value (g) [to eliminate OL resources] AND
type (o); field (eprice), condition (=); value (0) [for resources that “appear” to be free] AND
type (o); field (acq type), condition (=); value (c) [to identify records for online journals that
are free with print and print journals that are free with online subscription]
Change process:
•Globally change all 856s to 956s
•Globally change all bcode3=- to bcode3=z
•Globally change all bcode3=z to bcode3=-
Part 2
Examples of records & displays as
they will appear after the 856/956
change is made
Context
Record examples
 Apply to records for electronic resources
 Are designed to aid member institutions’
staff in using the 856 and/or the 956 fields
in the bibliographic record
 Do not illustrate changes to bcode3.
OhioLINK Resource
Serial




Serial in the EJC
Bib record coding: BCODE3 = g
Member institution provides no additional
online versions of the serial through this
record
No change to 856 field needed
OhioLINK Resource – Serial
BCODE3=g
indicating
OhioLINK
resource
NO CHANGE to 856 NEEDED
Only access through EJC
OhioLINK Resource – Serial
Local View
856 Public note appears here
OhioLINK Resource – Serial
Central Catalog View
856 Public note appears here
OhioLINK Resource
E-book




E-book is an OhioLINK acquisition
Bib record coding: BCODE3 = g
Member institution provides no additional
online versions of the e-book through this
record
No change to 856 field needed
OhioLINK Resource – E-book
BCODE3=g indicating
OhioLINK resource
NO CHANGE to 856 NEEDED
NetLibrary resource purchased
by OhioLINK consortium
OhioLINK Resource – E-book
Local View
856 Public note for OhioLINK
NetLibrary book appears here
OhioLINK Resource – E-book
Central Catalog View
856 Public note appears here
OhioLINK Resource
Database



Database is an OhioLINK acquisition
Bib record coding: BCODE3 = g
No change to 856 field needed
OhioLINK Resource – Database
BCODE3=g indicating
OhioLINK resource
NO CHANGE to 856 NEEDED
EBSCOhost database leased
by OhioLINK consortium
OhioLINK Resource – Database
Local View
856 Public note for OhioLINK
database appears here
OhioLINK Resource – Database
Central Catalog View
856 Public note appears here
Member Institution Resource
Serial


Serial not in the EJC
Only access is through local institution
subscription/lease
Member Institution Resource – Serial
BCODE3 ≠ g
Serial is not in the EJC
Only access through institutional
subscription/lease
Member Institution Resource – Serial
Local View
956 Public note appears here
Member Institution Resource – Serial
OhioLINK Central View (Institutional
Holdings)
956 Public note
appears in member
institution’s holdings
Member Institution Resource
E-book


E-book not provided through OhioLINK
Only access is through local institution
subscription/lease
Member Institution Resource – E-book
BCODE3 ≠ g
Only access is through
institution’s subscription/lease
Member Institution Resource – E-book
Local View
956 Public note appears here
Member Institution Resource – E-book
Central Catalog View
956 Public note
appears in member
institution’s holdings
Multiple Means of Access
Serial




Serial in the EJC
Member institution provides additional
access through purchase/lease
OhioLINK Central Catalog view shown
(with current practice of using BCode3=g)
Mock up of OhioLINK Central Catalog view
(as it will appear when BCODE3=g no
longer used)
BCODE3 = g
Multiple Means of Access
Serial
Serial in EJC
Member institution provides additional
access through purchase/lease
Multiple Means of Access – Serial
Local View
Access provided through EJC (856)
Access provided through JSTOR (956)
Multiple Means of Access – Serial
Central Catalog View – Current view*
Member institutions provide
Access through purchase/
Lease (url coded in 956 field)
Access provided through
EJC (url coded in 856 field)
*BCODE3=g overrides
benefits of using 956
Multiple Means of Access – Serial
Mock Up of Future Central Catalog View*
856 public access note EJC
956 public access note
*as it will look after Bcode3 = g no longer used
Thank you!
Prepared by
Tschera Harkness Connell, Ph.D.
Associate Professor and Head,
Scholarly Resources Integration Dept.
The Ohio State University Libraries
[email protected]