Group
Customization Form

For Serials

How to edit this form: The Customization Form is a secured document that is only editable in the form fields. Locking the form is the only way that we can keep these fields editable. You will notice that you can’t select any other areas of the document – that’s normal. If the form seems to be “jumping” from page to page when you click, it’s just because you’re clicking on a locked area. To keep it from doing this, just click within the editable fields of the tables.

Please keep in mind that the protection is on to allow you to fill in the designated areas. If you encounter any problems selecting a text field (in grey), checkbox, or dropdown menu, please submit a question to Library Support through the Support Center.
We recommend downloading the 360 MARC Updates Group Customization Companion, available online in the Support Center, for your reference as you fill out this form. The Customization Companion includes explanations and examples of all your options covered in this form.

Date:
Group Name:
Library Names:
Contact Name:
Contact Email:
Contact Phone:


Welcome to the 360 MARC Updates

Group Customization Form

Serials Solutions 360 MARC Updates provides MARC records for all electronic journals that you subscribe to through full-text aggregators. We combine our holdings data with CONSER and other bibliographic records. When combining this data, we have the opportunity to make many customizations to the records, based on your preferences. This form asks for information about what changes you would like to see in the records we provide.

The Group Customization Form is designed specifically for consortia and other groups of libraries that share a single library catalog. We will deliver a single MARC record for each journal title with separate links to the individual journal holdings held by each library. Our goal is to guide you through all customization options available for these “group” MARC records. As you complete this form, please consult the MARC Records User Guide in the 360 MARC Updates section of Serials Solutions’ Support Center. Please send the edited electronic document to Serials Solutions Library Support as an email attachment through the Support Center. Suggestions for improvement of the form are welcome.

Please keep in mind that the customizations offered in this form are not intended to limit your library’s options. These are merely suggestions; feel free to request any customizations that your prefer.Delivery Options

Table 2: Records Format

Records Format
UTF-8
MARC-8

Table 3: Update Method

Update Method
Updates Only
All New


Table 4: File Size

File Size
Max
5000
4000
3000
2000
1000
500

Table 5: Record Selection

Record Type / Priority
Priority for CONSER online records / ?1234567Do Not Use
Priority for CONSER “neutral” records (These records do not explicitly state that they are for a specific record format, though they generally describe the print format.) / ?1234567Do Not Use
Priority for CONSER Print records / ?1234567Do Not Use
Priority for CONSER microform records / ?1234567Do Not Use
Priority for CONSER CD-ROM records / ?1234567Do Not Use
Priority for National Library of Medicine Records / ?1234567Do Not Use
Priority for Serials Solutions original records (These records are created by catalogers at Serials Solutions or for Serials Solutions, and are more comprehensive than other vendor records.) / ?1234567Do Not Use
Priority for vendor-generated brief records (Brief neutral records created using MARC records originally supplied by a vendor, such as Gale or EBSCO.) / ?1234567Do Not Use
Priority for Serials Solutions supplemental brief records (Machine-generated brief records) / ?LastDo Not Use
Field / Possible Actions / Requested Action
LDR_06 / Change to ‘m’ for “Computer file”
Change to ‘a’ for “Language Material” / a m
001 / Innovative clients: Add “OCM1” before the unique identifier[1] / Yes No
006 / Create or replace 006 with coding “m\\\\\\\\d\\\\\\\\” / Yes No
007 / Create or replace 007 with coding “cr\\n\\\\\\\\\” / Yes No
008/22
(Form of original item, Continuing resources) / Change to ‘s’ for “Electronic” / Yes No
008/23
(Form of item, Continuing resources) / Change to ‘s’ for “Electronic” / Yes No
010
(LCCN) / Delete if present / Yes No
022
(ISSN) / Remove original and add custom 022 to all records based on our title authority system, with the e-ISSN in subfield ‘a,’ and the print ISSN in subfield ‘y’ / Yes No
042
(Authentication Code) / Delete if present / Yes No
050
(LC Call Number) / Delete 050s with “pseudo call numbers” (i.e., “NOT IN LC,” “Microfilm,” “Discard,” etc.) / Yes No
130
(Main Entry – Uniform Title)
Note: Edits to 130 and 240 are linked; please select “yes” for both or neither. / If 130 exists, add “(Online).” If no 130 or other 1XX exists, a 130 will be constructed from the 245 and appended with “(Online)” / Yes No
Note: If yes, you may want to ensure your OPAC won’t display both the 130 and the 245 fields.
222
(Key Title) / Innovative clients: Remove original and add custom 222 (or other field) to all records based on our authority title[2] / Yes No
Enter other field number here; 222 is the default.

Table 6: Record Customizations (See the Group Customization Companion for more information)

Field / Possible Actions / Requested Action
240
(Uniform Title)
Note: Edits to 130 and 240 are linked; please select “yes” for both or neither. / If 240 exists, add “(Online).” If there is a 110 but no 240, a 240 will be constructed from the 245 and appended with “(Online)” / Yes No
Note: If yes, you may want to ensure your OPAC won’t display both the 240 and the 245 fields.
245
(Title Statement) / Add “|h[electronic resource]” (or other phrase) after title proper / Yes No
300
(Physical Description) / Delete if present / Yes No
506
(Restrictions on Access Note) / Add phrase indicating limitations of resources (please define the phrase at right) / Yes No
License restrictions may limit access.
510
(Citation / Reference Notes) / Delete if present / Yes No
516
(Type of Computer File or Data Note) / Add “|aText (electronic journal).” / Yes No
530
(Additional Physical Form) / Delete if present / Yes No
530
(Additional Physical Form) / Add “|aAlso available in print.” / Yes No
533
(Reproduction Note) / Delete if present / Yes No
538
(System Details Note) / Delete if present / Yes No
538
(System Details Note) / Add “Mode of access: World Wide Web.” / Yes No
65x
(Subject Access) / Delete all 65x fields other than those with a second indicator of 0. (Can be done for all 6xx fields as well.) / Yes No
655_0
(Genre / Form) / Add “Electronic journals.” or other phrase / Yes No
856 40
(Electronic Location and Access) / Delete existing 856s. Replace with library-specific URLs that include holdings dates and journal-specific links / PLEASE SELECT
856 STYLE AND
FORMAT BELOW.
949
(Local Holdings Information) / Add library-specific holdings notes information, as appropriate for your system / Enter text of field here (please label subfields)

Record Customizations Continued

Table 7: Table Hosted 856 (See the Group Customization Compantion for more information)

Hosted 856
Description / Each MARC record has a separate 856 field for each library that links to a results page which lists all full-text database links for the title for that library.
The holdings information at these links is updated daily. You can also track the number of times each journal title has been accessed via the Usage Statistics feature in the Client Center.
See the image on page 7 of the 360 MARC Group Customization Companion.
Formats / 856 40|zLibrary A: Click here for full text|u[Results page URL]
856 40|zLibrary B: Click here for full text|u[Results page URL]
856 40 |u[Results page URL]|z Library A:
Click here for full text
856 40 |u[Results page URL]|z Library B:
Click here for full text
(See results page example on the following page.)
Note: For clients of 360 Link (formerly Article Linker), linking to your 360 Link Results Page is also an option. Ask your 360 MARC Updates specialist for more details.
856 40
Other: please enter custom subfields and text here.

Notes and Additional Edits


Examples for “other changes” may include:

·  Adding 910/9xx field to the record for MARC type (for example, CONSER online; Serials Solutions original)

·  Adding a Public Note from the Client Center (specify field/subfield order for note)

·  Suggested fields to delete: 852 and 9xx

·  Please note we can make changes and add or delete fields based for individual libraries, but we cannot make database specific changes for group MARC updates.

Fields to add / Please enter field number and text here (specify subfields if necessary).
Fields to delete / Please enter field number and text here (specify subfields if necessary).
Other changes /
Please specify.

360 MARC Updates Group Customization Form Page 7 of 7

[1] Clients using an Innovative ILS are encouraged to add “OCM1” before the Serials Solutions unique identifier. This allows you to use the standard Innovative OCLC load table, rather than purchasing one from Innovative, or creating one yourself. If “OCM1” is not added, non-digit characters will be stripped, and could overlay on a record with a matching OCLC number.

[2] This is helpful for Innovative clients who use the 222 (or other field) for their journal title index.