Follett VERSION 6.00 - Manual (Page 94)

04/04 94 System Setup
catalog, but it also prevents better" records from another level 5 member
replacing its own records. For example, if your district were sharing electronic
hyperlinks (856 tags) or curriculum objectives, these tags would not be
transferred to the Level 5 members.
Level 6 - In this scenario, the member sends all data to the union catalog. The
union catalog only sends changes made by the district cataloger. This could be a
member with an expert cataloger who wants to send records to the union catalog
where there is another expert cataloger for the district. This member does not
want to get records from other member sites, however. If a member participates
at Level 6, it receives all of the benefits of Level 7, but does not receive MARC
changes that originate at any other point in the district other than at the union
catalog database. This option might either be appropriate in a district where most
cataloging is done at the union catalog or at a Level 6 member.
Level 7 - In this scenario, all data is shared equally between the union catalog
and this member. This option is recommended for sites that share cataloging and
acquisition responsibilities with the union cataloger. This option is ideal for
districts that want to share all of their MARC information, including data such as
electronic hyperlinks and curriculum objectives.
Levels 3, 4, 6, and 7 assume that there is a professional cataloger at the union
catalog who performs some central processing. Certain types of MARC changes
should be performed at the union catalog if any members participate at these
levels. If, say, an 856 tag changed on a record already in the union catalog
database and a Level 7 member removed that tag and sent the new record to the
union catalog, because the tag wasn't removed at the union catalog, it would be
put back when the record merged with the existing data. Basically, members
participating at these levels agree to accept changes from the union catalog.
Note: Regardless of the participation level chosen, every DX member running
Catalog Plus on Windows has access to the union catalog database through
the Selected Database Sources (on-demand data sharing) feature (see page
247). This feature is not available on Mac OS.
Filtering rules
You also have control over which part of each member collection is shared with
the union catalog. This is done through filtering rules set for each member site.
These filters apply only for memberĆtoĆunion catalog data and are configured on
a memberĆbyĆmember basis. These filters are MARCĆspecific: Material Types; and
copyĆspecific: Categories, Circulation Types, and Call Number Prefixes. The
copyĆspecific filters for Categories, Circulation Types, and Call Number Prefixes
filter out information a member would not want to share with the union catalog.
If you catalog a record or copy at the union catalog, however, no filters are
applied; all records will go to the member sites if the participation level allows it.
Sharing MARC records depends on MARCĆspecific and copyĆspecific filters. A
MARC record is sent to the union catalog if it passes the MARC filters and there
is at least one qualifying (nonĆfiltered) copy record attached. A record need only
fulfill one filter criterion before it is stopped from being transferred to the union