TRLN_shared_records.adoc

TRLN Shared Records

See TRLN Shared Records Program documentation for background on the shared records program and details of the shared records collections.

The major difference in shared record set handling in TRLN Discovery is we no longer need to create a separate data pipeline for each shared record set. This greatly lowers the overhead for creating and maintaining a shared record set.

In TRLN Discovery, each institution responsible for a shared record set must ensure their relevant source-data-to-Argot process inserts the required data (specified in detail for each collection below) in all records that are part of shared record sets.

Table of Contents

• Diagnosing and reporting problems with shared records
• Argot for shared records
• MARC shared record sets
  • Alexander Street Press
  • Center for Research Libraries E-Resources
  • Documents Without Shelves
  • Early English Books Online
  • NC LIVE video collection
  • Oxford University Press Ebooks
  • Oxford University Press Print
• Non-MARC shared record sets
  • Inter-University Consortium for Political and Social Research Datasets
  • Statistical Datasets from the Odum Institute Dataverse

Diagnosing and reporting problems with shared records

You may hear from staff: "Why is this {other institution} record showing up in our catalog?"

Add .json to the end of the catalog record URL and look for the record_data_source or virtual_collection fields associated with shared records.

If there is a problem with the record and your institution is not the record owner, look up who to contact here.

Argot for shared records

The Argot fields salient to shared records are:

• institution - must include each institution for whom the record should appear as though it belongs to them (The Argot owner field will contain the institution responsible for maintaining the record)

• url[href] - institution-specific parts of URL (proxy prefix, institution code, etc.) must be templated

• url[text] - should not be institution-specific

• url[restricted] - must be set to false if the resources in set are freely available

• items - institution-specific items must not be attached to shared records, or the host institution’s location will start showing up in everyone’s location facet

• holdings - institution-specific holdings must not be attached to shared records

• record_data_source - must include:

  • source data type

  • "Shared Records"

  • shared record set code

• virtual collection - must include: "TRLN Shared Records. {Human readable name of shared record set/collection}."

MARC shared record sets

Data transformation will be handled by MARC-to-Argot.

Each institution responsible for shared records must ensure their MARC-to-Argot config handles shared records appropriately.

This gives the option for shared records to be treated like any other record in the host ILS – handled on the same update schedule, deleted as necessary without complication. (This is notable if you ever had to deal with a shared record set in Endeca!)

Alexander Street Press

record count	count
owner	unc
institution	['duke', 'unc']
url handling	href: proxy prefix templated text: URL text element values will be overwritten in expand to TRLN mode. note: "Materials specified" labeling should be sent through in the note element. Examples of "materials specified" labels: English version, Spanish version, PDF version, Text file version, v. 271, v. 272, etc. restricted: not set – defaults to true
record_data_source	['ILSMARC', 'Shared Records', 'ASP']
virtual_collection	['TRLN Shared Records. Alexander Street Press videos.']

Center for Research Libraries E-Resources

record count	count
owner	unc
institution	['duke', 'ncsu', 'unc']
url handling	href: proxy prefix templated text: URL text element values will be overwritten in expand to TRLN mode. note: "Materials specified" (856$3) labeling should be sent through in the note element. This information is particularly important for this set because it contains records for newspapers and serials where ONLY SOME of the volumes/issues have been digitized. This note will be how users know if the content they are interested in is available. restricted: not set – defaults to true
record_data_source	['ILSMARC', 'Shared Records', 'CRL']
virtual_collection	['TRLN Shared Records. Center for Research Libraries (CRL) e-resources.']

Documents Without Shelves

record count	count
owner	unc
institution	['duke', 'nccu', 'ncsu', 'unc']
url handling	href: None. Raw URL sent through to Argot. text: URL text element values will be overwritten in expand to TRLN mode. note: "Materials specified" labeling should be sent through in the note element. Examples of "materials specified" labels: English version, Spanish version, PDF version, Text file version, v. 271, v. 272, etc. restricted: false
record_data_source	['ILSMARC', 'Shared Records', 'DWS']
virtual_collection	['TRLN Shared Records. Documents without shelves.']

Early English Books Online

record count	count
owner	ncsu
institution	['duke', 'ncsu', 'unc']
url handling	href: proxy prefix templated text: URL text element values will be overwritten in expand to TRLN mode. note: "Materials specified" labeling should be sent through in the note element. Examples of "materials specified" labels: English version, Spanish version, PDF version, Text file version, v. 271, v. 272, etc. restricted: not set – defaults to true
record_data_source	['ILSMARC', 'Shared Records', 'EEBO']
virtual_collection	['TRLN Shared Records. Early English Books Online.']

NC LIVE video collection

record count	count
owner	ncsu
institution	['duke', 'nccu', 'ncsu', 'unc']
url handling	href: proxy prefix templated text: URL text element values will be overwritten in expand to TRLN mode. note: "Materials specified" labeling should be sent through in the note element. Examples of "materials specified" labels: English version, Spanish version, PDF version, Text file version, v. 271, v. 272, etc. restricted: not set – defaults to true
record_data_source	['ILSMARC', 'Shared Records', 'NCLIVE']
virtual_collection	['TRLN Shared Records. NC LIVE videos.']

Oxford University Press Ebooks

record count	count
owner	duke
institution	['duke', 'nccu', 'ncsu', 'unc']
url handling	href: proxy prefix templated text: URL text element values will be overwritten in expand to TRLN mode. note: "Materials specified" labeling should be sent through in the note element. Examples of "materials specified" labels: English version, Spanish version, PDF version, Text file version, v. 271, v. 272, etc. restricted: not set – defaults to true
record_data_source	['ILSMARC', 'Shared Records', 'OUPE']
virtual_collection	['TRLN Shared Records. Oxford University Press online titles.']

Oxford University Press Print

record count	count
owner	unc
institution	['duke', 'nccu', 'ncsu', 'unc']
url handling	None. Print materials should not have fulltext URLs. Any with type = related will be sent through as usual.
record_data_source	['ILSMARC', 'Shared Records', 'OUPP']
virtual_collection	['TRLN Shared Records. Oxford University Press print titles.']

Note	These physical items are stored at the LSC and are assigned a "TRLN" location code in the UNC ILS. We do not set TRLN as part of the location facet hierarchy in these records in TRLN Discovery. They just show up as if they belonged to each institution.

Non-MARC shared record sets

Data transformation will be handled by local institutional processes.

Each institution responsible for shared records must ensure their Argot is output appropriately.

Inter-University Consortium for Political and Social Research Datasets

record count	count
owner	unc
institution	['duke', 'ncsu', 'unc']
url handling	href: proxy prefix templated text: URL text element values will be overwritten in expand to TRLN mode. note: "Materials specified" labeling should be sent through in the note element. Examples of "materials specified" labels: English version, Spanish version, PDF version, Text file version, v. 271, v. 272, etc. restricted: not set – defaults to true URLs with type=related are sent through for how to get ICPSR help at each institution. The url['text'] subelement is retained for display at TRLN level when url['type'] = related.
record_data_source	['DDI-XML', 'Shared Records', 'ICPSR']
virtual_collection	['TRLN Shared Records. ICPSR.']

Statistical Datasets from the Odum Institute Dataverse

record count	count
owner	unc
institution	['duke', 'nccu', 'ncsu', 'unc']
url handling	href: no proxy needed text: URL text element values will be overwritten in expand to TRLN mode. note: "Materials specified" labeling should be sent through in the note element. Examples of "materials specified" labels: English version, Spanish version, PDF version, Text file version, v. 271, v. 272, etc. restricted: false
record_data_source	['OAI DC', 'Shared Records', 'Dataverse']
virtual_collection	['TRLN Shared Records. Odum Institute Dataverse.']