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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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