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Message thread subject: Content of retention notes, started Wednesday, October 24, 2018

Selection Process

Cognos reporting

Background from Jim Hodgson: 

There are some drafts in this folder in Cognos: Public Folders ‎> Temporary Report Sharing ‎> WID (Widener Library) ‎> HCL Collection Management ‎> Special Request Reports ‎> Leila ‎> HD-RD unique shareables

Allison should be able to derive the criteria, or I’d be happy to walk you through. (Note the report package!) Status of these reports

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 = close. The part that still needs work would be to find a way to exclude about 77k items on bibs lacking all of the following: MARC 010, 020, 022, 035.

As background, this was a months-long iterative process, with files shipped back and forth between Harvard and ReCAP, and a lot of compiling in Microsoft Access. There was no single report to generate these lists.

AP has Excel spreadsheets of item data provided by Jim. There are 4 files of HD item data, and one file of RD item data. All together there are approximately 4 million items represented, and they are linked to approximately 3.5 unique holdings.

Proposed Batch Metadata Updates

LTS proposes:

  • Creating itemized sets in Alma using spreadsheet data provided by Jim Hodgson as input. 
  • Applying a norm rule to add constant data in field 583 of linked holdings, after first checking that field 583 is not present already
    • Text of note to be finalized
    • Outstanding questions about populating enumeration and chronology in subfield $3 of note
  • Updating items identified for retention with a note in Internal Note 2

Impact on Ongoing Workflows

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