OCLC Bibliographic Data Sync processing - collection configuration, test files and report output

Overview - Data Sync collections

For each symbol files will be exported for four Data Sync collections: Manuscript, Reproduction, No trusted OCN, Trusted OCN.

Data Sync Collection	Alma criteria (suppressed and provisional holdings excluded)	Data Sync Matching	Notes
Manuscript	(LDR/06 = d or f or t ) OR (LDR/08 = a) OR (040 $e = amim or appm or dacs or dcrmg or dcrmm or dcrmmss)	Trusted partner matching. Bibs in this file are eligible to replace matching master record in WorldCat.	Manuscript collection excludes reproductions. Holdings may or may not have 079, or vernacular
Reproduction (matching OCN loaded to holding only)	843 $a contains Microfilm or Microfiche	All matching but limited to English language of cataloging only. Bibs in this file are eligible to enhance existing master records in WorldCat.	Reproduction collection excludes manuscripts. Holdings may or may not have 079, or vernacular.
Reproduction (matching OCN loaded to holding only)	843 $a contains Electronic reproduction OR 856 is present
No trusted OCN	(no 079 field) AND (no 880 field)	All matching but English language of cataloging only. Bibs in this file are eligible to enhance existing master records in WorldCat.	No Trusted OCN means holdings have not been sent to OCLC previously. Collection excludes manuscripts and reproductions.
No trusted OCN	(no 079 field)
Trusted OCN	079 field	OCN match only. No validation, no enhancement of master records.	Holding has been sent to OCLC before. Sent to Data Sync with OCN from 079 only. Excludes manuscripts and reproductions.

Bibliographic Data Sync Processing Log - Reclamation

Symbol	Data Sync Collection	Sent / Processed / Staging	Match / Add
Berenson (HTV) 3/12/20	Reproduction - microform	12104 / 12083 / 20	9138 / 2945
	Reproduction - electronic	179 / 178 / 1	13 / 165
	No trusted OCN	9170 / 8940 / 229	7890 / 1050
	No trusted OCN - vernacular	32 / 31 / 1	31 / 0
	Trusted OCN	99997 / 99996 / None 39893 / 39892 / None	All matched
	Manuscript	66 / 62 / 4	49 / 13
	Collected Bib Detail Error reports HTV (Excel) Scan / Delete report (Excel)
Fine Arts (HFL) 4/23/20	Trusted OCN	429547 / 429533 / 3	All matched
	No trusted OCN	37659 / 35838 / 1819	31316 / 4522
	No trusted OCN - vernacular	3933 / 3854 / 77	3269 / 585
	Reproduction - microform	5022 / 5017 / 5	4854 / 163
	Manuscript	256 /
	Collected Bib Detail Error reports HFL (Excel) Scan / Delete report (Excel)
Cabot (HUL) 5/27/20	Trusted OCN	195290 / 195260	All matched
	No trusted OCN	4794 / 4667 / 127	3920 / 747
	No trusted OCN - vernacular	22 / 22 / 0	20 / 2
	Reproduction - microform	222 / 222 / 0	174 / 48
	Reproduction - electronic	519 / 519 / 0	501 / 18
	Collected Bib Detail Error reports (Excel) Scan / Delete report (Excel)
Hellenic Studies (HCH) 6/2/20	Trusted OCN	44235 / 44231	All matched
	No trusted OCN	1797 / 1796 / 1	1653 / 153
	No trusted OCN - vernacular	31 / 31 / 0	30 / 1
	Reproduction - microform	54 / 54 / 0	38 / 16
	Collected Bib Detail Error reports HCH (Excel) Scan / Delete report (Excel)
Dumbarton Oaks (DDO) 6/15/20	Trusted OCN	163919 / 163864 / 18	All matched
	No trusted OCN	14584 / 14526 / 58	12556 / 1970
	No trusted OCN - vernacular	933 / 932 / 1	852 / 80
	Reproduction - microform	383 / 382 / 1	258 / 124
	Reproduction - electronic	17 / 17 / 0	3 / 14
	Manuscript	129 /
	Collected Bib Detail Error reports (Excel) Scan / Delete
Divinity (BHA) 6/19/20	Trusted OCN	389569 / 389524 / 37	All matched
	No trusted OCN	17864 / 17822 / 41	15551 / 2271
	No trusted OCN - vernacular	56 / 56 / 0	51 / 5
	Reproduction - microform	45142 / 45054 / 88	29789 / 15265
	Manuscript	316 /
	Collected Bib Detail Error reports (Excel)
	Scan / Delete report (Excel)
Gutman (HUL) 7/5/20	Trusted OCN	182094 / 182068 / 1	All matched
	No trusted OCN	6996 / 6632 / 364	5274 / 1358
	No trusted OCN - vernacular	26 / 26 / 0	26 / 0
	Reproduction - microform	11954 / 11925 / 29	6330 / 5595
	Collected Bib Detail Error reports (Excel) Scan / Delete report (Excel)
Kennedy, and SIA (HUL) 7/23/20	Trusted OCN	47254 / 47254 / 0	All matched
	No trusted OCN	3175 / 3163 / 12	2062 / 101
	No trusted OCN - vernacular	26 / 26 / 0	26 / 0
	Reproduction - microform	1 / 1 / 0	1 / 0
	Collected Bib Detail Error reports (Excel) Scan / Delete report (Excel)
Baker (HUL) 7/28/20	Trusted OCN	238486 / 238382 / 1	All matched
	No trusted OCN	27499 / 27491 / 8	2107 / 6484
	No trusted OCN - vernacular	32 / 32 / 0	31 / 1
	Reproduction - microform	70367 / 70361 / 6	68850 / 1511
	Reproduction - electronic	1 / 1 / 0	1 / 0
	Collected Bib Detail Error reports (Excel) Scan / Delete report (Excel)
Countway (HMS) 8/2/20	Trusted OCN	378785 / 378748 / 1	All matched
	No trusted OCN	4700 / 4679 / 21	4519 / 160
	No trusted OCN - vernacular	105 / 105 / 0	104 / 1
	Reproduction - microform	9124 / 9122 / 2	8692 / 430
	Reproduction - electronic	1 / 1 / 0
	Manuscript
	Collected Bib Detail Error reports (Excel) Scan / Delete report
Yenching (HUL) 8/26/20	Trusted OCN	913096 / 913052 / 1	All matched
	No trusted OCN	7115 / 7093 / 22	6864 / 251
	No trusted OCN - vernacular	62766 / 62252 / 502	59648 / 2604
	Reproduction - microform	23416 / 23409 / 7	22130 / 1279
	Reproduction - electronic	6 / 3 / 3	2 / 1
	Scan / Delete
	Collected Bib Detail Error reports (Excel)
Master Microforms (HUL) 8/27/20	Trusted OCN	0
	No trusted OCN	237 / 237 / 0	167 / 70
	No trusted OCN - vernacular	1 / 1 / 0	1 / 0
	Reproduction - microform	174154 / 174079 / 74	164997 / 9082
	Collected Bib Detail Error reports (Excel)
Widener (HUL) 9/8/20	Trusted OCN	6617470 / 6616126 / 16	All matched
	No trusted OCN	365176 / 362525 / 2584	311762 / 50763
	No trusted OCN - vernacular	74608 / 72865 / 1735	44951 / 27914
	Reproduction - microform	9541 / 9536 / 5	9263 / 273
	Reproduction - electronic	4932 / 4911 / 21	4508 / 403
	Scan / Delete (WID, MIC, MAP, LAM, DOC, FUN + Dept. libraries)
	Collected Bib Detail Error reports (Excel)
AFR, CEL, CHI, DOC, FUN, GIB, HIS, HSL, LAM, LIN, NEL, PAL, PHI, SAN, SMY, URI (HUL) 9/8/20	Trusted OCN	271641 / 271591 /	All matched
	No trusted OCN	103682 / 103561 / 115	100855 / 2706
	No trusted OCN - vernacular	2332 / 2326 / 6	2269 / 57
	Reproduction - microform	196 / 196 / 0	196 / 0
	Reproduction - electronic	5 / 5 / 0	4 / 1
	Collected Bib Detail Error reports (Excel)
Microforms (Lamont) (HUL) 9/8/20	Trusted OCN	0
	Reproduction - microform	307700 / 307534 / 165	300849 / 6685
	Collected Bib Detail Error reports (Excel)
Map (HUL) 9/8/20	Trusted OCN	59018 / 59018 / 0	All matched
	No trusted OCN	3946 / 3898 / 47	3417 / 481
	No trusted OCN - vernacular	208 / 152 / 56	109 / 43
	Reproduction - microform	5 / 5 / 0	5 / 0
	Reproduction - electronic	10 / 10 / 0	2 / 8
	Collected Bib Detail Error reports (Excel)
Harvard Film Archive (HUL) 10/6/20	Trusted OCN	27736 / 27736	All matched
	No trusted OCN	193	140/53
	No trusted OCN - vernacular	1	1/0
	Reproduction - electronic	19	19/0
	Scan / Delete - none
	Collected Bib Detail Error reports (Excel)
Frances Loeb Library (HUL) 10/21/20	Trusted OCN	240390 / 240375 / 1	All matched
	No trusted OCN	6766 / 6737 / 26	6592 / 145
	No trusted OCN - vernacular	63 / 61 / 1	55 / 6
	Reproduction - microform	3150 / 3147 / 3	3117 / 31
	Reproduction - electronic	0
	Scan / Delete report (Excel)
	Collected Bib Detail Error reports (Excel)
Law School (HVL) 11/3/20	Trusted OCN	998021 / 998006 / 13	All matched
	No trusted OCN	66190 / 66001 / 180	63141 / 2860
	No trusted OCN - vernacular	12457 / 12311 / 144	10815 / 1496
	Reproduction - microform	39215 / 39207 / 8	34454 / 4754
	Reproduction - electronic	4 / 4 / 0	4 / 0
	Manuscript
	Scan / Delete report
	Collected Bib Detail Error reports (Excel)
Tozzer, Peabody Museum (HUL) 11/18/20	Trusted OCN	165743 / 165743 /	All matched
	No trusted OCN	7728 / 7719 / 7	7244 / 475
	No trusted OCN - vernacular	108 / 108 / 0	104 / 4
	Reproduction - microform	5040 / 5010 / 30	2040 / 2970
	Scan / Delete report
	Collected Bib Detail Error reports (Excel)
Loeb Music (HUL) 11/27/20	Trusted OCN	291702 / 291689 / 2	All matched
	No trusted OCN	13992 / 13965 / 20	13434 / 531
	No trusted OCN - vernacular	416 / 413 / 3	386 / 28
	Reproduction - microform	18162 / 18123 / 39	14994 / 3129
	Scan / Delete report (Excel)
	Collected Bib Detail Error reports (Excel)
Harvard Art Museums, Straus Center for Conservation (MHUAM) 11/30/20	Trusted OCN	2878 / 2878 / 0	All matched
	No trusted OCN	93 / 91 / 2	79 / 12
	No trusted OCN - vernacular	1 / 1 / 0	1 / 0
	Reproduction - microform	0
	Reproduction - electronic	1 / 1 / 0	1 / 0
	Scan / Delete report
	Collected Bib Detail Error reports (Excel)
BIR, ENV, HSI, PHY, WOL *H (HUL) 12/17/20	Trusted OCN	35130 / 35130 / 0	All matched
	No trusted OCN	1207 / 1195 / 11	1114 / 81
	No trusted OCN - vernacular	9 / 9 / 0	7 / 2
	Reproduction - microform	1204 / 1203 / 1	340 / 863
	Scan / Delete report
	Collected Bib Detail Error reports (Excel)
Smithsonian Astrophysics (WOL *S) (SQD) 12/17/20	Trusted OCN	19849 / 19849 / 0	All matched
	No trusted OCN	406 / 405 / 1	391 / 14
	No trusted OCN - vernacular	1 / 1 / 0	1 / 0
	Reproduction - microform	80 / 79 / 1	42 / 37
	Scan / Delete report
	Collected Bib Detail Error reports (Excel)
Schlesinger (HUL) 2/11/21	Trusted OCN	122758 / 122757 / 1	All matched
	No trusted OCN	12374 / 12347 / 27	11013 / 1334
	Reproduction - microform	9850 / 9802 / 47	9006 / 796
	Scan / Delete report
	Collected Bib Detail Error reports (Excel)
Ernst Mayr (HMZ) 2/19/21	Trusted OCN	156194 / 156194 / 0	All matched
	No trusted OCN	3847 / 3812 / 35	2493 / 1319
	Reproduction - microform	1993 / 1947 / 46	616 / 1331
	Reproduction - electronic	14 / 13 / 1	8 / 5
	Scan / Delete report
	Collected Bib Detail Error reports (Excel)
Botany Libraries (ARN, AJP, ORC, ARG, ECB, FAR, GRA, FOR) (HMZ) 3/2/2021	Trusted OCN	202549 / 202549 / 0	All matched
	Reproduction - electronic	6 / 6 / 0	3 / 3
	Scan / Delete report
	Collected Bib Detail Error reports (Excel)
Archives (HUL) 3/10/2021	Trusted OCN	89535 / 89534 / 1	All matched
	No trusted OCN	1496 / 1407 / 89	1045 / 362
	Reproduction - microform	85 / 66 / 19	20 / 46
	Scan / Delete report
	Collected Bib Detail Error reports (Excel)
Houghton, Poetry and Theatre (HOU, POE, THE) (HUL) 3/15/2021	Trusted OCN	516611 / 516336 / 3	All matched
	No trusted OCN	22548 / 22394 / 154	13647 / 8747
	Reproduction - microform	8022 / 7881 / 141	2711 / 5170
	Scan / Delete report
	Collected Bib Detail Error reports (Excel)
Networked Resources (NET) (HUL)	Reproduction - electronic	92993 / 89363 / 3630	53391 / 35972
Networked Resources (NET) (HUL)	Collected Bib Detail Error reports (Excel)

Bibliographic Data Sync Processing Log - Test Files

Symbol	Data Sync Collection	Sent/ Processed/ Rejected	Error detail report	Review document	Status
HTV	Manuscript	22 / 20 / 2	metacoll.SYS.datasync.1034251.D20191225.bibdetailexcpt.1.txt	BER manuscripts test file 20191220 - review HU and OCLC	On hold while OCLC investigates bibs that did not match.
HTV	Reproductions - Microform	26 / 26 / 0	None	BER MFRM holdings data	Complete
HTV	Reproductions - Electronic	15 / 15 / 0	None	BER CDROM holdings data	Complete
HTV	No trusted OCN	40 / 31 / 9	metacoll.SYS.datasync.1034633.D20200211.T214059000.bibdetailexcpt.1.mrc.txt	Bibs that lack a trusted OCN	Complete
HTV	No trusted OCN - vernacular	29 / 29 / 0	None	Bibs that lack a trusted OCN - vernacular	Complete
HTV	Trusted OCN	7 / 7 / 0	None	Bibs with trusted OCN	Complete.
Data Sync enhancements - June 25, 2020
HTV	Manuscript	22 / 20 / 2	Cross-reference report Unresolved cross-reference reports Exception detail report Bib processing report Bib summary report

Error report details

OCLC documentation on validation errors, sparse records and unresolved records: https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Understand_record_processing/Data_sync_processing

Data Sync Exception Description	Bib Validation Error	Example--DRAFT	Resolution by norm rule – DRAFT	Resolution by analysis – DRAFT
$a in 245 occurs too many times.	Severe		If $a are identical, remove second If $a are different, flag	Agree/KCY
Date1/Beginning Date of Publication (008/07-10) is too short.	Severe		Pull from 26X?	Agree/KCY
Date2/Ending Date of Publication (008/11-14) is too short.	Severe		Pull from 26X? Could be more difficult. Or make a rule to read the century of a date in the 26X to autocorrect the 008/11-14	Agree/KCY
Invalid code in 1st $a in 1st 041.	Severe		Rule to correct common errors, but otherwise >>	Analysis required. Is there a default language code we could use? ZXX?
Invalid relationship - when Form of Item (008/23) is equal to d, then Type of Record (Leader/06) must not be equal to j.	Severe	008/23 d = large print; LDR/06 j = musical sound recording	Which takes precedent? Change the other	LDR/06=j cannot exist with Form of Item (008/23) =d (see OCLC documentation https://www.oclc.org/bibformats/en/fixedfield/type.html/KCY
Invalid relationship - when Type of Date/Publication Status (008/06) is equal to c, then Bibliographic Level (Leader/07) must not be equal to m.	Severe	008/06 c = Continuing resource currently published; LDR/07 m = monograph item	Which takes precedent? Change the other	If 008/06=c, change LDR/07= s /KCY
Invalid relationship - when Type of Date/Publication Status (008/06) is equal to k, then Bibliographic Level (Leader/07) must not be equal to m.	Severe	008/06 k = Range of years of bulk of collection; LDR/07 m = monograph item	Which takes precedent? Change the other	If 008/06=k, change LDR 07= c /KCY
Invalid relationship - when Type of Date/Publication Status (008/06) is equal to m, then Bibliographic Level (Leader/07) must not be equal to s.	Severe	Why is this wrong? 008/06 m = multiple dates; LDR/07 s = serial		008/06=m (computer file), agree, why is LDR/07 not s?
Invalid relationship - when Type of Date/Publication Status (008/06) is equal to s, then Bibliographic Level (Leader/07) must not be equal to s.	Severe	990118026470203941	Change Leader/07 to 'a'	Agree/KCY
Invalid subfield 1st $c in 1st 505.	Severe	Should this be read as: If 1st subfield in 1st 505=c? If yes, then change to $a (??) /KCY	Changeable by norm rule, but to what?	Can we see some examples
Invalid subfield 1st $d in 1st 260.	Severe	Should this be read as: If 1st subfield in 1st 260=d? If yes, then change to $c (??)/KCY	Changeable by norm rule, but to what?	Can we see some examples
Invalid subfield 1st $d in 1st 510.	Severe	Should this be read as: If 1st subfield in 1st 510=d? If yes, then change to $b(???)/KCY	Changeable by norm rule, but to what?	Can we see some examples
Invalid tag 779.	Severe		Just remove?	Agree/KCY
1st $6 in 1st 504 is too long.	Critical	$6 is valid, but maybe just remove??? $6=system supplied. do NOT add per documentation https://www.oclc.org/bibformats/en/5xx/504.html	Changeable by norm rule, but to what?
Invalid code in 1st $e in 1st 040.	Critical		If 'RDA' is entered with typo, list how to flip back to 'RDA'	Agree/KCY
Sparse Check failed. Sparse record	Critical	Here we want to break these out with sample error messages we'd like from OCLC. Look at this spreadsheet for examples: https://docs.google.com/spreadsheets/d/1odQhJlPc4qS6ForJMaEmVgHs4QIbQU_n6i0CAXVAX9U/edit#gid=777684637