Checklist: Importing records from z39.5

Do this only after searching the Minerva catalog by title first, then author, then ISBN, without finding a match.

1. double click “Location” fixed field and enter your library’s 3 letter code. DO NOT skip this step. Click Ok.

2. assign a material type if the item is not regular print material (for large print, audiovisual, graphic novels)

3. correct initials and input library if your library has a unique code. Otherwise use “-“ .

4. examine 001 and 003, verify OCLC number if needed
If the 001 is the OCLC number, retain this field
If the 001 is NOT the OCLC number, delete this field

5. Check ISBN in 020. ONLY keep the one that appears on your item; remove any others that do not apply.

6. Remove 09x call number fields (090, 092, 099). If you wish to retain this information in the record, change the 09x to 082, save, then change the Marc tag code from “c” to “y”, then save again. Be sure to do it in this order. LC call numbers go in 050 field, Dewey in 082.

7. verify 100 field main entry name authority

8. review 245 for appropriate GMD

9. remove 263 field if item is in hand

10. review 300 and supply missing information

11. if item is part of a series, examine 4xx field. Should be 490 0# or 490 1#

12. examine 5xx notes. For AV bibs, use 500 for “compact discs” or 538 for other media types. This should be first 5xx field in the record. (right click, move field to top of group). If the bib has a 504 field for bibliography, edit to include relevant page numbers.

13. review and verify 6xx subject headings

14. verify 7xx added entry authorities

15. Check 8xx series entry: 800 for author series, 830 for title series. If the bib has a series statement that is traced, it should also have a corresponding 8xx field.

16. 856 fields: change subfield 3 to z (alters display)

17. check 9xx fields. Keep ONLY 902, 907, and add 929 with your library’s initials if your library does not have “input library” 3 letter code. Delete all other 9xx fields.