Follett VERSION 6.00 - Manual (Page 92)

04/04 92 System Setup
Steps for building your union catalog
- 2. Enter your union catalog's site and cataloging information through the union catalog's
System Setup. For instructions, see page 95.
- 3. If your union catalog will be using data exchange, the union catalog database and DX
member databases must be linked to a Follett Data Exchange Server before you can add
the DX members to the union catalog. For more information and instructions, see the
Follett Data Exchange Guide (fscdx.pdf). After completing all the steps outlined in the
checklist, continue with the following steps.
- 4. Enter the site and cataloging information for your nonĆDX members through the union
catalog's System Setup. For instructions, see page 101.
- 5. Configure your DX members through the union catalog's System Setup. Instructions beĆ
gin on page 101, with DX member-specific information starting on page 106. Also see the
Follett Data Exchange Guide (fscdx.pdf).
- 6. To finish building your union catalog, see What's next?" on page 112.
What is data exchange?
The Follett Data Exchange Server lets you make the most of the union catalog's
best cataloging practices. Data Exchange (DX for short) is a behindĆtheĆscenes
way to transfer collection data between members and the union catalog. Follett
Data Exchange Server's setup options let you customize the flow of data.
By setting participation levels and filtering rules, the union catalog can control
how and what data is exchanged with its member sites. Once these rules are set,
the Follett Data Exchange Server updates district and member data automatically.
Selected Database Sources in Cataloging lets DX members search the union
catalog database for MARC records, even if they choose not to share their data
with the union catalog.
Rather than the union catalog and all members sharing the same static records,
Follett Data Exchange Server lets each member send and receive MARC records
appropriate to its own quality needs automatically. For example, a member site
with an expert cataloger would not have to receive records from other members,
or even the union catalog. With seven levels of participation, union catalogs and
members can share at the level appropriate for each site.
BehindĆtheĆscenes rules for merge, match, survival, and bounceĆback determine
which record will be added to a database. Typically, the record with the most
complete information is the one that is saved to the union catalog database and
then transmitted to members. For example, a brief MARC record is sent to the
union catalog, where it encounters a better record. A merged record is created
and that better record of merged" data is bounced back to the sending member
site.
Note: Data exchange transfers bibliographic and copy records. However, within
these records certain tags are not exchanged: 59x (local notes) tags, 9xx tags
(except for the 940 tags), and any WebPath Express bibliographic tags you
may have in your collection.