Copy temporary bib record

9

I would like to be able to copy a temp record so that i can input several records with similar data in them, e.g. books in a series or several seasons of a TV show on DVD. A lot of the data is the same: title, publisher, # of discs etc. so i would like to be able to copy a record and just change or add the data that is different.

Category

Status: 
Under review

Comments

Re: Copy temporary bib record

Moderator

You can do something like this by copying the pasting the standard part of the record into the Flat Text editor, but I don't consider this to be a substitute for having a clone option.  It's not a graceful workflow, and it's too easy to make a mistake with the flat text editor and end up including things in new records that shouldn't have been copied (like ISBNs, or to back over a subfield delimiter or tag.    A clone option would need to know which fields to copy, like with patron records.

Another option would be to allow the user to enter a partial record and save as a temporary or permanent workform.  A temporary one would be useful to input a set for other one-time projects.  A saved one would be for anything the library gets regularly and would like to have entered consistently.

 

Flat Text Editor:

=LDR 00620cam a22002057a 4500
=008 070101s\\\\\\\\\\\\\\\\\\\\\\\\\\\\eng\d
=010 \\$a
=020 \\$a
=100 \\$a
=245 \4$aThe complete guide to
=250 \\$a
=260 \\$aNew York:$bPerfection Press,$c2013
=440 \0$aComplete guides series
=500 \\$aCD-ROM with in pocket inside the back cover

Re: Copy temporary bib record

Moderator

I also use the workaround with the flat text editor, but would much prefer being able to copy a bib and have the copy be treated as a new bib.

Re: Copy temporary bib record

Moderator

Isn't this what the MARC templates are designed to do?  I haven't created any myself (and the documentation [http://wiki.evergreen-ils.org/doku.php?id=evergreen-admin:customization:cat] looks a bit ugly), but I think it accomplishes what this is requesting.

Maybe, then, the development request is to make the creation of MARC templates cleaner/easier and/or more locally customizable? 

-Alex

 

Re: Copy temporary bib record

Alex, I looked at the link to the documentation you mentioned and it's not really helpful to me as it is, unless i spend much more time figuring out how to do it. Even so, a template, as i understand the term, is not really what i want. We have several templates with standard data for various formats, such as dvd, large print book, etc. but i'm looking for a quickie, spur-of-the-moment solution for when i'm trying to enter, for example, seasons 1-9 of How i met your mother. They all have the same publisher, usually the same number of discs, "How I met your mother : season x" in the title, etc. It's not really a template that i need, because i will probably never use it again, just for the 15 minutes or so it takes to do this particular project.

 

I haven't worked with the flat text editor. I've never figured out or learned how to use it, and after reading Elizabeth's and Vickie comments, i didn't bother to invest the time. I would still like the clone or workform option.

Re: Copy temporary bib record

Moderator

I would love to see improvements to the MARC template editor, including the ability for libraries to have their own templates.  But I agree with Jamie that this doesn't replace the function of being able to copy a MARC record to make a new one for circumstances like she describes -- you want to clone a record because you have similar records to make.   It's a pretty common feature in other systems, and very useful.

Re: Copy temporary bib record

Moderator

I agree that this isn't the right use for MARC templates.  An easy/on the fly copy would be the way to go.

Vickie

 

Re: Copy temporary bib record

Moderator

Thanks for the clarifications; we were definitely thinking about slightly different uses.

This is a point, I think, where consortial context makes a big difference:  in C/W MARS, for example, we wouldn't manually catalog such items -- we'd be using OCLC records (or, at the least, brief vendor records that we'd overlay with OCLC records) most of the time.  [At least at the moment], I'm thinking that our general use for this is probably infrequent enough that the flat-text copy/paste works well enough that this didn't immediately come to mind.

That being said, this development feels fairly straightforward and useful.  How would you feel about re-naming the idea to something like "clone a MARC record"?  

-Alex

Re: Copy temporary bib record

Moderator

Renaming it for clarification makes sense to me.  And leaving it open for future consideration as well.

Re: Copy temporary bib record

Moderator

Just wanted to revive this discussion because I think there are really three separate enhancements for bib templates here: local bib templates, clone bib record, and apply constant data.  All of these are currently missing from Evergreen, and they are each useful in their own way.

1. Local Bib Templates: This would let libraries create a custom bib template to make it easier to input records for any sort of recurring material.  For example, a library may purchase every title from a particular series and they want a template that has the author's name, the series name, and possibly subjects, etc., already filled in.  In our case, we're doing centralized cataloging so the libraries are generally creating temporary records that we'll overlay, but we still see a need for local bib templates.

2, Clone Bib Record:  This can be a handy way to create a record for the first in a series, for example, and then clone and edit it to add the other titles in the series.  It can also be a way to add a new edition -- clone the record for the previous edition and edit it to make it fit the new edition.  This is the one that I personally have the least enthusiasm for, because of experience with this on our previous systems -- it's hard to remember to edit every aspect of the record to make it correct for the new edition, especially things like fixed field dates, OCLC record numbers, etc.

3. Apply Constant Data: "Constant data" is what OCLC calls this, and one of our previous systems called this workforms.

The idea is to be able to have a set of tempates with saved values for particular fields, and be able to apply them to any record.  This is really how item templates work in Evergreen.  In a bib record you could choose a standard book template and then apply a local history template on top of that to save typing and add standard fields.  If you plan it right, you can save a lot of typing with mix and match templates.

Many years ago, in our system before our last system, we also could create temporary templates (workforms.)  If you found yourself needing to input 25 separate breed books from the American Kennel Club, you created a temporary workform for the fields common to all the books, and then just used it for each book, adding just the individual information for each record.  Leave the session, and the workform disappeared unless you intentionally saved it.

 

Re: Copy temporary bib record

Moderator

Not only can't a library create their own MARC templates. everyone at every library has to see the entire list of MARC templates on the system, whether they are relevant to that library or not.  We have templates for different formats and languages that the libraries use for temp records as part of our centralized cataloging service, and it's a very long list -- libraries who have Spanish books or Playaways or whatever still see the whole list.  (Ideally, every inputter would only see the subset of templates that they currently use.)

We're running into more need for local templates than ever as libraries are adding records for their Library of Things collections -- ukeleles, telescopes, etc., and there's a lot of standard information that belongs in all of these.