Test Records -- bib.,item

Test Records for Orbis Cascade Alliance:
Bibliographic & Item Records

Permanent test records for consortium use. Every member institution has created several sets of test bibliographic, item and patron records to use during training for Orbis Cascade Alliance Borrowing, and for other consortium purposes. The records have common characteristics so that they are easily identifiable in both the local and central systems, to standardize training, and to allow merging of holdings in specific circumstances. One set of bibliographic and item records is unique to the member institution; three other groups of test records will match and merge in Summit to create shared records.

The records are retained indefinitely, to be available for trouble-shooting problems at individual institutions, training new staff members, and testing new features, software fixes and enhancements.

Staff vs. public display. Generally, the records remain suppressed at both the local and central sites (member catalog and union catalog) except for brief periods during a testing period or special project.

Suppressed records are coded for suppression in the local catalog. Library staff can see the test records by starting at a staff search menu in the union catalog. (Note: code "n" and/or other codes in the local catalog will translate to code "Y" in the union opac, meaning SUPPRESS?-YES).

Uniform features. Orbis Cascade Alliance staff coordinate the creation and content of the records:

Bib record titles follow a standard pattern, to expedite locating and identifying them
In some cases central (the union catalog) assigns identical titles and ISBN numbers to different member institutions so that bib. records match and holdings merge, to provide a variety combinations of multiple institutions attached.
Some records have multiple item records attached, for copies and/or volumes, and different status codes, to provide a variety of requesting and lending situations.

last updated: February 25, 2005

example, test bib. record shared by three institutions

B27980406     BIBLIOGRAPHIC Information

LANG:     LOCATION: 9ore0     BCODE1: d  BCODE3: Y

SKIP:  0  CAT DATE: 01-01-01  BCODE2: a  COUNTRY:

001    9001test

020    9001|btest

090    OTM 1 Amethyst

110    Orbis Cascade Alliance

245 0  xOrbis multi loc Amethyst

945    9por0|bb1138937|ci3594104|sY

945    9ore0|bb2678043|ci3626464|o1|sY

945    9wos0|bb1155616|ci3600944|sY

How to find the test records

Search Summit in staff mode, to see all records including those that are suppressed.

 ********** SEARCHING RECORDS **********

            W > KeyWORDS

            T > TITLE

            A > AUTHOR

            S > L.C. SUBJECTS

            M > MEDICAL/Other Subjects

            J > JOURNAL TITLE

            C > LC CLASS #

            N > DEWEY CLASS #

            G > GOV. DOC. CLASS #

            I > MISC.NO'S.

            O > OCLC/SYS #

            R > RECORD #

            Z > LOCAL RECORD #

            Q > QUIT

Choose T >TITLE

note: this is a sampling of the records, not the complete list

 1   Xorbis Multi Aster

 2   Xorbis Multi Begonia

 3   Xorbis Multi Chrysanthemum

 4   Xorbis Multi Daisy

 5   Xorbis Multi Euphorbia

 6   Xorbis Multi Freesia

 7   Xorbis Multi Gardenia

12   Xorbis Multi Lily

13   Xorbis Multi Loc Amethyst

14   Xorbis Multi Loc Beryl

15   Xorbis Multi Loc Carnelian

16   Xorbis Multi Loc Diamond

17   Xorbis Multi Loc Emerald

34   Xorbis Multi Marigold

35   Xorbis Multi Nasturtium

44   Xorbis Multi Woodbine

45   Xorbis Multi Xyris

46   Xorbis Multi Ylangylang

47   Xorbis Shared Ankara Turkey

48   Xorbis Shared Bangkok

49   xorbis Shared Cape Town South Africa

50   xorbis Shared Dublin

74 Xorbis Test Record No 1 Whitman

75 Xorbis Test Record No 2 Whitman

76 Xorbis Test Record No 3 Whitman

77 Xorbis Test Record No 4 Whitman

 1 Xlew Test Record For Orbis No 1

 2 Xlew Test Record For Orbis No 2

 3 Xlew Test Record For Orbis No 3

 4 Xlew Test Record For Orbis No 4

· List of unique test records for individual institutions.

· List of test records held by multiple institutions, and which institutions are attached.

CREATING THE BIBLIOGRAPHIC RECORDS

Contribution and Display code	BCode3	When the record is created use the code <n> (or your usual “suppress” code). The record is un-suppressed temporarily, during training and testing, by changing the code to <-> or whatever you regularly use as the “regular” code for Contribute and Display.
Catalog Date	cat date	blank or 01-01-01
System no.	001	Used for record-matching, where indicated. Must be exactly the same as the record in Summit.
ISBN	020	Used for record-matching, where indicated. Must be exactly the same as the record in Summit.
Call number	090 (or 092 for Dewey)	Local choice. If you want it to be recognizable you could use a pattern starting with "ST" for Summit Testing, followed by sequential numbers or L.C.-like lines. Please choose patterns that do not match real LC-assigned classifications. Examples: ST 1 ST 2 ST 999 .U1 ST 999 .U2
Author	110	Institution name followed by name or initials of test record "author". Examples: Willamette University. Drost, Carol. Linfield College. BV.
Title	245	Unique records. To reduce the chance of patrons stumbling onto these records, begin with letter x, followed immediately by the institution's official Alliance "short name" (such as GFU, WU, Linf) For example, xPCC no. 1 test record for Summit xPCC no. 2 test record for Summit xPCC no. 3 test record for Summit Flower series Gemstone series (use 020 field for record-matching) City series. Example:

A. Unique records

A set of unique test records from the member institution. Add the records manually; do not attempt to download a record from another source such as OCLC. Do not include an 001 field. You may choose to "generate" additional bibliographic records using the first one as the pattern instead of keying each one entirely as new. List of unique test records for individual institutions.

BIBLIOGRAPHIC RECORDS

EXAMPLES OF TEST RECORDS

George Fox U (keyed as non-marc)

 B10855543                 BIBLIOGRAPHIC Information

 LANG: eng          LOCATION: mnstk    BIB LVL: m         BCODE3: -

 SKIP: 0            CAT DATE:   -  -   MAT TYPE: a        COUNTRY:

 CALL #       OT10|b.U12

 AUTHOR       George Fox University. JR

 TITLE        xGFU test record for Orbis no.12

in Summit

 B39293269                 BIBLIOGRAPHIC Information

 LANG: eng          LOCATION: 9gfu0    BCODE1: m          BCODE3: N

 SKIP: 0            CAT DATE:   -  -   BCODE2: a          COUNTRY:

 001     z9gfu0 b1085554

 090     OT10|b.U12

 100     George Fox University. JR

 245   0 xGFU test record for Orbis no.12

 945     9gfu0|bb1085554|ci3198253|o1|sN

University of Puget Sound, keyed as MARC:

 B14349942                 BIBLIOGRAPHIC Information

 LANG: eng          LOC: mmain         GOV PUB: -         BSUPPRESS: n

 SKIP: 0            CAT DATE:   -  -   MAT TYPE: a        COUNTRY:

 090     OT999|b.T8

 110  1  University of Puget Sound. DB

 245  10 xUPS test record for Orbis no. 8

in Summit:

 B40727221                 BIBLIOGRAPHIC Information

 LANG: eng          LOCATION: 9pug0    BCODE1: -          BCODE3: Y

 SKIP: 0            CAT DATE:   -  -   BCODE2: a          COUNTRY:

 001     z9pug0 b1434994

 110  1  University of Puget Sound. DB

 245  10 xUPS test record for Orbis no. 8

 945     9pug0|bb1434994|ci4594204|o1|sY

ITEM RECORDS

Copies

1. Requestable items in same bib: Onto one bib. record, attach at least two item records, for cop.1 and cop.2. Both should be requestable (i.e. circulating item type, status code <->).

2. Onto another bib. record: Attach at least two item records for copies, but make at least one of them non-requestable by one of the following means:

q 1, by IType

q 1, by presence of status code other than <->

q 1, checked out

3. Requestable items: Attach item records that will be requestable to the other bib. records, too. Make at least one with an IType code for short loan.

Volumes: Onto one bib. record attach at least three item records for different volumes (numbering pattern at discretion of member library).

Status codes: Be sure there are at least three item records out of all of these with a status code something other than <-> (such as c, f, m).

Barcode: Include a barcode on most of the records, but leave at least two requestable items without a barcode field so we can demonstrate how to deal with the situation.

Checkout: Check out at least two of the items to a new Summit test patron, and another should have a hold on it.

B. The flower series

Multiple institutions attached to each bib. record. Members are attached to these records in various combinations, allowing testing among different groups of libraries. Records are merged as a result of using the same 001 and title fields. Each member is assigned several specific records in this series. Examples:

xOrbis multi aster

xOrbis multi begonia

xOrbis multi chrysanthemum

C. The gemstone series

Multiple institutions attached to these records, generally single item. Records are merged as a result of using the same 001 or 020, as shown on the table, and title fields. Examples:

xOrbis multi loc Amethyst

xOrbis multi loc Quartz

D. The city series

Multiple institutions attached, in different combinations, each with multiple items. Some titles are monographs with multiple copies; other titles are multi-vol. sets.

xOrbis shared Melbourne

xOrbis shared Xiamen, China

Assignments for shared records

Complete list of test records held by multiple institutions, and which institutions are attached to the titles in the Flower, Gemstone, and City series.

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