Follett VERSION 6.00 - Manual (Page 95)

04/04 Chapter 6 Building your union 95
catalog. For example, the MARCĆspecific filter for Material Types could keep a
member's cataloged AV equipment from being transferred to the union catalog.
A copy record is sent if it passes the copyĆspecific filters and if its associated
MARC record passes the MARCĆspecific filters. Copy records at the union
catalog are only sent to the member who owns the copy. A scenario for
copyĆspecific filtering might be a private source of funding cataloged locally as a
Category if the private funding specified that the funds were to purchase
materials to be used only at the site. By filtering this category, the records for
these items could be excluded from the union catalog. Likewise, you may not
want items with a circulation type of Temporary to go up to the union catalog.
How are the best" records created?
Once a record is transferred to the union catalog, some nonĆconfigurable filters
are used to create the best possible record.
Matching rules determine whether a remote site already contains a record. If no
match is found, the record is added to the destination database. If a match is
found, the rules are applied and a replacement attempt is made. Further rules
determine if replacing the existing record or merging the two records would
produce the best results. This helps ensure that the best record is in the database.
BounceĆback rules help the better union catalog record go back to the member. If
the incoming record loses, the winning record is sent back to the sending
database (if allowed by participation and filter rules). If the incoming record
wins, the record is redistributed to other members based on holdings information
and participation rules.
Setting up your union
The first step in building your union catalog is entering your union catalog's site
and cataloging information in System Setup. To help set up your union catalog
quickly and accurately, we recommend that you gather the following information
before starting:
S The official name of your union catalog as you would like it to appear on
reports and your union catalog's MARC Organization Code.
S A list of the nonĆDewey call number prefixes you need when cataloging at
the union catalog.
To start System Setup, open the Follett Applications folder on the computer
desktop, and doubleĆclick the Union System Setup icon. The System Setup
window appears (see page 33).
Note: You can also access the Follett Applications menu from the Windows
Start | Programs menu or from the Mac OS Apple menu.
Important: The first time you launch System Setup, it creates files that are used by
all the other Follett applications. This process may take a few minutes.