Format Designation in MARC Records

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Format Designation in MARC Records




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Presentations text content in Format Designation in MARC Records

Slide1

Format Designation in MARC Records

A Look Under the Hood

Michael Doran

Systems Librarian

Slide2

Type

MediumFormatForm

Terminology

First, a few words about…

overlapping meanings

Slide3

AACR2 (1976) and AACR2R (1988) use format to mean a “particular physical presentation of an item” but the term does not appear in AACR (1967, 1970). *

* http

://www2.archivists.org/glossary/terms/f/format

Slide4

Book

Printed book

I

ntellectual form

Physical forms

E-book

(computer file)

Audio book

(e.g. on CD)

Abstract => Concrete

Slide5

Movie

Film strip

I

ntellectual form

Physical forms

DVD

Streaming

video

Abstract => Concrete

Slide6

This object is a…?

Book

(Bound) SerialManuscriptArtifact

From a bibliographic perspective…

Concrete => Abstract

Slide7

Data

Music/soundVideoSoftware???

CD ROMDVD

Containing…

Concrete => Abstract

This object is a…?

Slide8

User interfaces

Slide9

Patrons see

two

“format” choices:

TypeFormat

Voyager OPAC

Slide10

Jargon-y

Unclear

Ambiguous

Imprecise

“Why are there two lists?”

“Which choice is for movies on DVD?”

Slide11

Jargon-y

Unclear

Ambiguous

Imprecise

“Why are there two lists?”

“Which choice is for movies on DVD?”

Slide12

Slide13

Voyager Staff Client

Slide14

Staff see

two

“format” choices:

Medium

Type

Slide15

Huh?

Whaa

? Why?

Slide16

MARC Record

Leader and

Control Fields

(mainly fixed-position fields)

Variable Fields

Slide17

MARC Record

Slide18

Important: Fixed field positions start at “0”

MARC record Leader

http://www.loc.gov/marc/bibliographic/

“Type”

Slide19

15 x 7 =

105 possible combinations(in theory)

MARC record Leader

“Type”

Slide20

How many “type” combinations actually exist in a typical database?

Slide21

In UTA’s Voyager database (of ~ 1,600,000 bib records):

53

However the 12 used for type limits

encompass

99%

of our bib records.

Slide22

Count Voyager “Type” limit

Count Voyager “Type” limit

Count of bib records per Leader/06-07 combination(UT Arlington Library - Voyager ILS)

Slide23

Count Voyager “Type” limit

Count Voyager “Type” limit

Count of bib records per Leader/06-07 combination(UT Arlington Library - Voyager ILS)

Slide24

Using 12 Leader/06-07 combinations

for “type” limits in Voyager

LDR/06-07

Type Limit

Slide25

WebVoyage HTML code

LDR/06-07

Slide26

limits.xml

Add

,

remove

, or

rename

“type” limits in the

limits.xml

file.

Slide27

BIB_TEXT.BIB_FORMAT

2-character field

value is Leader/06-07

Reports.mdb

Voyager Indexing

Slide28

MARC Record

Slide29

MARC 007 Physical Description Fixed Field

Positions of most interest are the 00, 01, (and 04)

00

“Category

of material” 

Character position

 

Slide30

007/00

WebVoyage HTML code

Slide31

limits.xml

Add, remove, or rename “Format” limits in the limits.xml file.

Slide32

“Category of material” 

MARC 007 Physical Description Fixed Field

Positions of most interest are the 00, 01, (and 04)

00

Character position

 

Slide33

MARC 007

Physical Description Fixed Field

00 Character position

01 Character position

Once you choose a particular “Category of material” value, the remaining values in the 007 field are specific to that category.

Slide34

Slide35

MARC 007

Physical Description Fixed Field

Slide36

MARC 007 Physical Description Fixed Field

007/04 Videorecording format

007/00 Category

of material

 

007/01 Specific material designation 

Slide37

BIB_MEDIUM.MEDIUM1-character fieldvalue is field 007/00

Reports.mdb

Voyager Indexing

Missing out on valuable format information.

Slide38

BIB_MEDIUM.MEDIUM1-character fieldvalue is field 007/00

Missing out on valuable format information.

Voyager Indexing

Slide39

MARC 007 Physical Description Fixed Field

Slide40

MARC 007

Physical Description Fixed Field

36.8% of the collection

Slide41

MARC 007

Physical Description Fixed Field

Count of bib records per 007/00(UT Arlington Library - Voyager ILS)

Seems to suggest that the 007 field is seldom used for books and serials.

Mandatory if

applicable

(In “National

L

evel Full”)

Slide42

What do we know so far?

Slide43

“Type” format

Based on the MARC Leader positions 06/07.

Not all “types” are represented by default.

Although there are additional “types” these 12 will likely cover about 99% of your collection.

Not very user-friendly.

Slide44

Based on the 007 field,

but only on the first position

– so missing a lot of granularity.Not all possible “formats” are represented.Probably roughly 1/3 of your collection will be included in the search if this is used as a limit.

“Format” format

Slide45

Traditional catalogs are not very user-friendly in

regards to format limits.

Slide46

How about

discovery tools?

Slide47

AquaBrowser

Slide48

“This looks better!”

It

is

better.

But not as quite as

good as it appears.

two lists

Slide49

Full selection of format limits

Slide50

How can they do that?

Slide51

MARC records

MARC

records

MARC

data

ILS

Discovery tool

export

ingest

Slide52

The

data

is the same…

Slide53

…but the

indexing

is more granular.

Slide54

Format

1

st criteria

2nd criteria

Format configuration matrix

Slide55

Format

1

st criteria

2nd criteria

Format configuration matrix

Slide56

Format

1

st criteria

2nd criteria

Format configuration matrix

and

Field

[Position(s)]

Slide57

Code snippet from

VuFind (SolrMarc) format-mapping algorithm

E.g.: Checking the first two positions of the MARC 007 field

Slide58

…more

VuFind format mapping code:

MARC

record

Slide59

MARC 245 Title StatementSubfield $h Medium

Slide60

Variable fields tend to be… well, variable

A keyword search in UT Arlington’s WebVoyage OPAC for "dvd videorecording" (sans quote marks) yielded these 245 h variations -- within the first 10 search results:

Human readable, and useful for retrieval via keyword searching. However non-normalized variable fields are problematic for indexing purposes and therefore for utilization in limits and facets.

Slide61

When MARC records are imported into Voyager, these are the values that get indexed as “format”.

Slide62

Terms like this also get indexed.

However (in Voyager), they get

indexed as keywords, not as formats

.

Slide63

MARC 008 Fixed-Length Data Elements

One character position is “Form of item”

Character position 23 for:BooksComputer filesMusicContinuing resourcesMixed materials

Character position 29 for:MapsVisual materials

The 008 field itself is mandatory for all records and the “Form of item” position is mostly mandatory for National Level Full records*.

* National Level Full and Minimal Requirements, Control Fields http://www.loc.gov/marc/bibliographic/nlr/nlr00x.html

M

M

M

M

M

M

008 positions 18-34 definitions determined by “Form of material”

Slide64

MARC 008 Fixed-Length Data Elements

Values for “Form of item”

BooksMapsMusicContinuing ResourcesVisual MaterialsMixed Materials

Computer files

Slide65

MARC 008 Fixed-Length Data Elements

008 positions 18-34 definitions determined by “Form of Material”

And “Form of Material Level I” is defined by?

…our old friend, Leader positions 06-07*

Form of Material Level I

* 008

- Fixed-Length Data Elements-General

Information

http://

www.loc.gov/marc/bibliographic/bd008.html

Slide66

Form of Material… continued

Format Integration:

http

://

www.loc.gov/marc/formatintegration.html

15 Level II formsget collapsed into 7 Level I forms

+07

Slide67

Form of Material… continued

15 Level III forms.

But varies from the

15 Level II forms.

… and additional

granularity with

007/02 (and 04)

Slide68

Count of bib records per 008/23 value for “Books” Form of Material(UT Arlington Library - Voyager ILS)

(1,079,587

+ 22,371) /

1,369,004 x 100 = 80%

For most items, we only really know what it’s not.

Slide69

MARC 006 Additional Material Characteristics(Repeatable field)

Because the 008 is not repeatable and is dependent on the Leader 06 and 07 for its definition, only one 008 can be included in a record…. The 006 field was created, as part of “format integration”, to record “additional aspects of an item”. [1]

[1] For details see: “Format

 integration and its effect on the USMARC bibliographic 

format”

/

Library of Congress. Network Development and MARC Standards Office

Slide70

MARC 006

Additional Material

Characteristics

Slide71

Count of bib records per

006/00 value

Slide72

What else have we learned?

Slide73

Discovery tools employ a more sophisticated format mapping, but are still dependent on the underlying MARC dataFormat data exists in MARC variable fields as well as control fields

Slide74

MARC… and other records

Voyager records

Bib

MFHD

MFHD

MFHD

Item

Item

Item

Slide75

Voyager records

Bib

MFHD

MFHD

MFHD

Item

Item

Item

MARC… and other records

We’ve been looking at

Holdings

Items

Is there format designation at

this level?

Yes

???

Slide76

(MARC Format for Holdings Data)

MFHD Records

MARC

007

Physical Description Fixed Field

Slide77

MARC 007 Physical Description Fixed Field

007/04 Videorecording format

007/00 Category

of material

 

007/01 Specific material designation 

Bib

MFHD

Yes

Yes

Slide78

MARC 007

Physical Description Fixed Field

Slide79

MARC 007 Physical Description Fixed Field

MFHDs

MFHD 007 is not going to be very useful!

Slide80

Count of MFHD records per 007/00(UT Arlington Library - Voyager ILS)

MARC 007

Physical Description Fixed Field

No “Mandatory

if

applicable”

requirements for

MFHD

007 categories

Slide81

MFHD 007 Physical Description Fixed FieldIndexing in Voyager

However, not aware of Voyager utilizing the MFHD 007 for any WebVoyage functionality.

Slide82

Bib

MFHD

MFHD

MFHD

Can holdings with

different formats

be attached to the

same

bibliographic record?

Sure!

print

electronic

microform

Are they? And should they be?

(for your library)

??????

Slide83

Voyager - Item Record Level

Voyager uses item-record-level item types for circulation purposes.

Slide84

Is dependent on how formatsare designated in MARC records.

Ability to effectively search and retrieve by the desired format.

And how well the MARC format data is mapped and indexed.

Slide85

Cataloging practice

Cataloging records

Catalog

P

rocess

P

roduct

Technology

Hat tip to Allyson

Carlyle

Slide86

FRBR/RDA will make search and retrieval by the desired format simple and easy. True False

Clip art credit: http

://clairc-artstuff.deviantart.com/

Slide87

Patrons see

two

“format” choices:

TypeFormat

Voyager OPAC

before

FRBR/RDA

Slide88

Patrons see

five

“format” choices:

TypeFormatContentMediaCarrier

Voyager OPAC after FRBR/RDA

Slide89

Three new “format” choices

Slide90

The End

doran@uta.edu


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