Configure institution MARC Records settings for knowledge base collections (Fundamentals)

 Knowledge Base Collection 856 Field settings apply to knowledge base collections.

WorldCat records include 856 fields and various URLs that are not accessible to your institution. For records from knowledge base collections, Collection Manager Fundamentals removes the URLs from WorldCat records and adds your library-specific links.

Titles are often available through more than one provider. If you have a title in multiple knowledge base collections, Collection Manager Fundamentals will deliver a single record for the knowledge base title and the record will have multiple URLs. By default, your library will receive updated records when titles are available through new providers and the relevant URLs will be added in those records. Likewise, your library will receive updated records when providers no longer offer titles and the relevant URLs will be removed in those records.

If your ILS requires a separate MARC record with a single URL for every instance of an electronic title, you can select collection-level settings to have the records for a collection delivered in a separate file and select a setting to isolate the file output from other collection activity. For more information, see the knowledge base collection-level Delivery File Output settings.

How to complete the Knowledge Base Collection 856 Field settings

By default, the Collection Manager Fundamentals interface will show subfield u and value KB URL. Thus, by default, records for knowledge base titles will have your library's URL in the 856$u. Edit the default settings if desired.

To add a subfield and a value (such as "Enter Free Form Text" or "Collection Custom Text") to 856 fields:

1. Click the add icon (+) to add a field.
2. Within Add Subfields, choose z or another subfield from the drop-down list.
3. Select a value from the drop-down list. For example, select one of the following: 
   • Select Enter Free Form Text if you want the text of your choice to appear next to all of your 856 links. Once you select Enter Free Form Text, a text box will appear. In the text box, type any text you would like. For example, Click here for access.
   • Select Collection Custom Text if you want collection-specific text to appear next to 856 links in records from collections for which you have entered Custom Text. See Collection Custom Text for more information.
4. If you would like to add another field, click the add icon (+).

After your records are output, you will see the subfield and text in records from knowledge base collections: 
=856 40$uhttp://www.LibraryID.eblib.com/patr...=123456$zClick here for access

You have the option to have Local Holdings Records (LHRs) interleaved with your records and/or to have Local Bibliographic Data (LBD) embedded in or interleaved with your records.

 Caution: When including local holdings records (LHRs) to records, you must select MARC 21 with MARC-8, MARC-21 with UTF-8 Unicode, or MARCXML with UTF-8 Unicode in the Record Delivery tab.

Include LHRs

To include LHRs:

1. Select Include my local holdings records.
   
2. Select from the drop-down list a delivery method. Options include:
   • Deliver a file of local holdings records only
     You will receive a file of local holdings records only. The file name will include "lhr" as follows: metacoll.XXX.new.lhr.D20160213.T042239.1.mrc
   • Deliver a file of local holdings records and a file of bibliographic records
     You will receive local holdings records and bibliographic records in separate files.
   • Deliver a file of local holdings records interleaved with my bibliographic records
     You will receive each bibliographic record followed by its associated LHR(s). Updated bibliographic records and their interleaved LHRs will be output if any associated LHR is deleted, added, or updated. You will receive an updated record and all associated LHRs, including those that have not changed. This allows you to replace all LHRs for a record without the need to figure out what has been changed. Note: Local bibliographic data will not be included.
3. Enter your OCLC Symbol(s). If you have multiple OCLC symbols, separate each symbol with a space.

 

Include LBD

To include LBD:

1. Select Include my local bibliographic data.
   
2. Select from the drop-down list how you would like your LBD included with your records. Options include:
   • Embedded with my bibliographic records
     Select if you want local bibliographic data, such as subjects and notes, embedded in your records.
   • Interleaved with my bibliographic records
     The option to have LBD Interleaved with records is useful for libraries that need to determine which metadata is local and which is coming from the WorldCat bibliographic record.
3. Enter your OCLC Symbol(s). If you have multiple OCLC symbols, separate each symbol with a space.