Page tree
Skip to end of metadata
Go to start of metadata

NCSU Libraries outsource the majority of our ebook cataloging:

  • Collections: generally, we use Serials Solutions 360 MARC Record Service
  • Direct, or firm ordered, ebooks: we contract with YBP to provide cataloging for any ebooks purchased via GOBI. YBP is able to provide MARC records a high percentage of the time, but there are always some titles that require in-house cataloging.
  • Free, or open source, ebooks: for individual titles we perform in-house cataloging; for collections, we either load vendor records or use Serials Solutions 360 MARC Record Service

Compelete cataloging details for the Libraries ebook collections is available on our E-Book Cataloging page

This Policy and Procedure provides a basic overview of the direct, or firm ordered, ebook cataloging process. These are the ebook titles for which YBP is:

  1. Unable to provide a MARC catalog record
  2. The ebook is an added copy in a different format

Most commonly, we place firm ebook orders through YBP with ebrary, Wiley and Ebsco eBooks (formerly NetLibrary).

Acquisitions sends an ebook cataloging request

  1. Remedy ticket: this is the most common method of communication. Generally, a separate ticket is created for each ebook, but there are times when more than one ebook will be listed in a ticket
  2. Other arrangement: for large, or coordinated purchases, M&C will often make special arrangement with Acqusitions for communicating what ebook titles need cataloging. This can range from a spreadsheet to working from a YBP invoice
The catalog request contains the ebook:
  • Title
  • Sirsi Title Control # (if applicable)
  • Vendor from whom we purchase/license ebook

Step One: Search for the ebook at Vendor Site

Step Two: Search OCLC and Edit or create record

  • If you find a matching record, edit the record according to NCSU local E-Book Cataloging policy
  • If you cannot find a matching record, derive or create a new Master Record in OCLC following E-Book Cataloging

Step Three: Construct the Access URL

Most vendors have two URLs: one for general access and another for the Library's specific profile. When updating OCLC Master Records, we use the general access URL. All local records in Sirsi use the Library specific profile URL, when appropriate.

For OCLC Master Records:

  • Make sure the OCLC Master Record uses a general access URL in the 856 $u

For Sirsi Local Records:

Step Four: Export/Import

  1. Export the record from OCLC
  2. Import the record into Sirsi using SmartPort. Use the following SmartPort Property settings:
    1. Replace current record (if there's a brief record in Sirsi)
    2. Match and Load, Match on title control number (if there is no brief record already in Sirsi -- less common)
    3. Title control number source: opgh
    4. Make sure ISBN is NOT a Title control number source!!
    5. Call Sources: LC,050,,N/LC,090,,N
    6. Library: ONLINE
    7. Format: MARC

Step Five: Update Call Number/Item Record

  1. Confirm the call number ends with "EBOOK"
  2. Add or edit item record:
    1. Item ID: AUTO if there is not barcode already associated with the ebook
    2. Type = EBOOK
    3. Home Location = NET
      1. Note: If Current and/or Home locations = ONORDER, see Step Seven
    4. Item Library = ONLINE

Step Six: Discharge and Receive Transit

This step ONLY applies to ebooks for which Acquistions has:

  1. Created a brief record
  2. Current location (in item record) = ONORDER
  • Open Circulation toolbar in Sirsi
  • Select Discharge wizard
  • Enter barcode and discharge title
  • Select Receive transit wizard
  • Select title just discharged
  • Enter override password

Step Seven: Close Remedy ticket and record statistic

Product Name = LIBRARY_TS > Monographs > New ebook

  • No labels