# Presentation: 223681

## CONSER Publication Patterns and Holdings Project

- CONSER Task Force Charge
- Ultimate Goals of the CONSER Project
- CONSER Experiment
- Publication Patterns and Holdings Data
- MFHD Data in CONSER Records

- Contribution Methods for CONSER Members
- Seeding of CONSER Database
- Impact on Local Library Systems
- Sample CONSER Record

## CONSER Task Force on Publication Patterns and Holdings Charge

- Task 1: Experiment
- Assess the results of using OCLC 891 field and recommend changes, improvements, etc.
- Task 2: Library Needs Analysis
- Assess library needs for publication pattern data and the impact on library’s workflow
- Task 3: MFHD, Vendors, Technical Issues
- Assess vendor’s use of MFHD and suggest changes to MFHD

## CONSER Task Force Charge (Cont’d)

- Task 4: Documentation and Training
- Develop necessary documentation for standard practice and training
- Task 5: Roles of Utilities and Subscription Vendors
- Assess the role of utilities in sharing pattern data and recommend possible solutions
- Recommend ways for subscription vendors (e.g. EBSCO and FAXON) to supply pattern data

## CONSER Task Force Charge (Cont’d)

- Task 6: Impact on CONSER
- To assess the impact on the CONSER program membership and management

## Ultimate Goals of the CONSER Project

- Be able to share the effort of creating patterns and holdings
- Make the data interchangeable between systems
- Facilitate local library system migration

## CONSER Experiment

- Beginning June 1, CONSER pattern  enhance members are adding the publication patterns and holdings data to the bibliographic records in CONSER database.
- Data input represents the current pattern for the principal work only; data for supplements and indexes are not added due to space limitations in records.
- The primary purpose of the CONSER experiment is to gather data to assess CONSER’s ability or inability to share pattern data via CONSER records.
- Participation goes beyond CONSER and other libraries are welcome to join in.

## Publication Patterns and Holdings Data (PPH)

- Data of the captions, patterns (publication interval, relationship of numbering systems, etc.) and volume holdings is recorded in the  MARC Format for Holdings Data (MFHD) fields.
- MFHD enables the check-in system to predict the next issue of most titles.
- MFHD fields are always used in pairs:
- 853: Captions and patterns for basic volumes
- 863: Enumeration & chronology of basic volumes

## MFHD Data in CONSER Records

- Use of the OCLC-defined 891 field to carry the MFHD fields 853 and 863 in the CONSER bibliographic records
- Examples:
- 891 00 $9 853 $8 1 $a v. $b no. $u 12 $v r $i (year) $j (month) $w m $x 01
- 891 30 $9 863 $8 1.1 $a 1 $b 1 $i 1987 $j 01

## Contribution Methods for CONSER Members

- Editing or adding MFHD data individually in OCLC
- Batch loading MFHD records from local library system to OCLC
- LC will enter its MFHD records in two ways: 1) manually code the 891 field in OCLC, and 2) automatically transfer MFHD from the Voyager system.

## Seeding of CONSER Database

- In the beginning stage, the CONSER database will be 'seeded' with the patterns and holdings data from several large libraries.
- Harvard data for approximate 120,000 will be added by OCLC.

## Impact on Local Library Systems

- Goal is for CONSER records with the 891 fields to be exported into local library systems.
- Local LMS (Library Management System) or ILS (Integrated Library System) needs to support MFHD.
- Some of the vendors that support MFHD:
- VTLS (fully MFHD compatible)
- III, SIRSI, Endeavor, Ex Libris (all in different stage of development)

## Sample CONSER MFHD Record

-    OCLC:  35601086            Rec stat:    c
-   Entered:    19960921       Replaced:    20000608       Used:    20000608
-   Type:  a     ELvl:        Srce:  d     GPub:        Ctrl:        Lang:  eng
-   BLvl:  s     Form:        Conf:  0     Freq:  q     MRec:        Ctry:  mau
-   S/L:   0     Orig:        EntW:        Regl:  r     ISSN:        Alph:
-   Desc:  a     SrTp:  p     Cont:        DtSt:  c     Dates: 1996,9999
-   13  245 00  Heart failure reviews.
-   14  260     Norwell, MA : $b Kluwer Academic Publishers, $c c1996-
-   15  300     v. : $b ill. ; $c 28 cm.
-   16  310     Quarterly
-   17  362 0   Vol. 1, no. 1 (Mar. 1996)-
-   18  500     Title from cover.
-   19  510 0   Chemical Abstracts $x 0009-2258

##   27  856 41 $u http://firstsearch.oclc.org/journal=1382-4147; screen=info;ECOIP $z Address for accessing the journal from an authorized IP address through OCLC FirstSearch Electronic Collections Online. Subscription to online journal required for access to abstracts and full text 
  28  891 30  $9 853 $8 1 $a v. $b no. $u 4 $v r $i (year) $j (month) $w q $x 03 
  29  891 41  $9 863 $8 1.1 $a <5> $b <1> $i <2000> $j <03> 
  30  936     Vol. 2, no. 2 (Nov. 1997) LIC

-   28  891 30  $9 853 $8 1 $a v. $b no. $u 4 $v r $i (year) $j (month) $w q $x 03
-   29  891 41  $9 863 $8 1.1 $a <5> $b <1> $i <2000> $j <03>
-   30  936     Vol. 2, no. 2 (Nov. 1997) LIC

**Sample CONSER MFHD Record ****(Cont’d)**

## For More Information:

- CONSER Task Force on Publication Patterns and Holdings:
- http://lcweb.loc.gov/acq/conser/patthold.html
- CONSER Experiment: Frequently Asked Questions:
- http://lcweb.loc.gov/acq/conser/faqpph.html
- CONSER Guidelines for Input of Caption/Pattern and Holdings Data (Draft)
- http://128.253.121.110/CONSERHOLD/guidelinesTOC.html