Batch cataloging e-book packages

Preparing and executing batch load

1. In OCLC Collection Manager, select identified package and set up MARC record delivery & holdings

   1. Establish a package name that will be used in all loaded records in an instance admin note

   2. Enter the name in the table below

2. Download MARC record file

   1. Export file as tab-delimited, save with package name

   2. Add file to table below

   3. Open file in MarcEdit

3. Extract any records missing 050/090, 300, and/or 6XX fields and create a separate file

4. In both files, insert a 981$a with the

5. Load processor-ready records with ERM1 (assigns BatchER stat code)

6. Load problem records with ERM2 (assigns UncatERcopy stat code)

Acquisitions processing

1. In Inventory, filter by BatchER stat code and select a record to process

2. Pull up the title in eHoldings

   • Use the ISBN to locate the title’s main landing page

   • Use search box on this page under "Packages" to filter to "selected"

   • Click on the resulting package name; now you are on the package-specific record for the title in question

   • Click the provided access URL

     • Any problems accessing the title? Bump! (See below)

3. Compare the online resource and the provided Inventory record to determine if the record can be cataloged or should be bumped to the copycat team

   • Use the record review matrix found in the E-book processingPreview procedures

     • Info from the regular E-booksPreview cataloging procedures page may also be useful, especially the “Record evaluation checklist” section

   • For this workflow only, there is no need to add an 856 field

If the record needs to be bumped

• Actions → Edit instance

  • Remove BatchER stat code

  • Add UncatERcopy stat code

  • Add a brief admin note about the identified problem

  • Save and close

If the record meets requirements

• Catalog title in Inventory

  • Actions → Overlay source bibliographic record → ACQ → Cat12

• Update title in eHoldings

  • Add erm-foliocat tag to the package-specific page found during Step 2

  • Copy access URL

• Update Inventory holdings with URL

  • Return to cataloged instance in Inventory

  • View holdings → Actions → Edit

  • Paste access URL into this holdings electronic access field (near the bottom of the holdings record)

  • Open

    

  • Save and close

Package names and tracking

E-book package name	Tag name Used in instance admin note and SRS 981$a	Loaded date	Processed?	List of titles

E-book package name	Tag name Used in instance admin note and SRS 981$a	Loaded date	Processed?	List of titles
CAB eBooks Front File (2021-present)	CAB_FrontFile2021_Feb26	Feb 2, 2026	In progress	Open