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  1. Create a folder for the record batch.
  2. Rename .mrc file Vendor_mm-dd-yy
  3. Open .mrk file
  4. Dedupe based on OCLC number
    1. Tools→Record Deduplication→Control number→OCLC number
  5. Run a Field Count report
    1. Reports→Field Count→Tab delimited→Generate (name it after the MARC file by adding _fieldcount.txt)
    2. Create a spreadsheet and save it as .xlsx
    3. Use the spreadsheet to track work and take notes
  6. Skim the report and highlight the following fields
    • 006
    • 007
    • 040
    • 245 $h
    • 260
    • 264
    • 300
    • 336
    • 337
    • 338
    • 533
    • 538
    • 583
    • 655
    • 773
  7. Add the following fields to the spreadsheet
    • 852
    • 876
    • 956
    • XPT
  8. Verify or edit as follows (File→Select Records for Edit; Tools→)
    1. 006 (Verify if present, add if missing. Can copy and paste from below or Edit→Insert/Edit 006→Electronic Resource)
      • 006 m\\\\\o\\d\\\\\\\\

        OR

        006 m\\\\\o\\u\\\\\\\\

    2. 007 (If the 007 is present, verify the first two subfield; disregard any additional subfields. Paste from below if missing)
      • cr\-n-
    3. 040 (Add new $d MUB)
    4. 245 $h (not necessary in RDA records; if missing, there MUST be a 336/337/338 combo)
      • electronic resource in square brackets
    5. 260/264 (one of these must be present; there may be more than one 264)
    6. 300$a (Verify if present, additional information is fine; add if missing)
      • \\$a1 online resource
    7. 336/337/338 (Required if there is no 245 $h; verify if present, add if missing. These fields are allowed even if there is a 245 $h; do not delete these fields if present.)
      • =336  \\$atext$btxt$2rdacontent
      • =337  \\$acomputer$bc$2rdamedia (this field is optional, but recommended)
      • =338  \\$aonline resource$bcr$2rdacarrier
    8. 533/538/583 (Used only for records for DLF Registry of Digital Masters, HathiTrust Digital Library and other digital preservation projects; used with $5)
      • Delete if it's not used as above
    9. 655
      • Delete all 655s with the text "electronic books"
      • Add \7$aElectronic books.$2lcsh
    10. 773
      • Delete
    11. 852
      • (general ebook) \\$bBC-BC$cWWW$x[vendorMM-DD-YYBC]$zClick on Find It button

      • (reference ebook) \\$bBC-BC$cRWWW$x[vendorMM-DD-YYBC]$zClick on Find It button

    12. 876
      • (purchased) \\$j04$p $xMT:EBOOK$zClick on Find It button
      • (PDA) \\$j04$p $xMT:EBOOK$xIPS:PA$zClick on Find It button
    13. XPT (most records will not need this field added)
      • \\$aY$bMUB
    14. 856/956
      • If there is only one 856 on each record, swap $u to 956 40 $u, then add $7BC by editing the subfield data to all. (When using field swap, omit $ from subfield.)
      • If there are multiple 856s, find a common element to the ones we’ll use, and use that to further define the swap fields function. (i.e. umbc or dx.doi) If this creates more than one 956 in each record, skim to see if you can delete any by using words like “proxy” in your search.
  9. Convert to .mrc
  10. Rename Save a copy and rename for DSS
    1. bc_vendor_additions_MM-DD-YY.mrc (All lowercase)

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