Classification and Call number handling in Data Import
Statement of problem
- In 2022, the Inventory and Data Import users discovered that MARC call number fields (such as 050, 060, etc.) with repeated fields or subfields are not handled properly when Instances, Holdings, and Items are created or updated.
- The default MARC Bib-to-Inventory Instance mapping rules handle repeated classification fields fine, since classification is a repeatable field in the Inventory Instance. However, the current rules do not handle repeated subfields within a particular classification field properly. This is often the case with classification for bibliographies or juvenile materials.
- The existing field mappings for call numbers in holdings and item records do not work properly if the mapped call number field is repeated in the MARC Bibliographic record. Since the call number field is not repeatable in the Inventory holdings or item record, the result is a call number that is a combination of the multiple MARC fields.
- See below for tables of the affected classification fields and subfields and requirements.
- Correcting the handling in Instances requires changes to the default MARC Bib-to-Inventory Instance map
- Correcting the handling in Holdings and Items requires changes to the handling of mapped data in the call number fields of the Holdings and Item field mapping profiles
Related Jiras
MODSOURMAN-882 - Getting issue details... STATUS (fixed in Orchid)
MODSOURMAN-900 - Getting issue details... STATUS (fixed in Poppy)
MARC Classification fields and Instances
Red = Change that was made in Poppy
| Description | MARC Field and relevant subfields | Pre-Poppy handling when field is repeated | Required handling when field is repeated | Pre-Poppy handling when subfield in one field is repeated | Required handling when subfield in one field is repeated | Notes |
|---|---|---|---|---|---|---|
| LC | 050 $a (R) $b (NR) | Separate classification fields | Separate classification fields | One classification field | Separate classification fields, with 1st $a and its $b if present in first Instance field, and 2nd $a in second Instance field | |
| NLM | 060 $a (R) $b (NR) | Separate classification fields | Separate classification fields | One classification field | Separate classification fields, with 1st $a and its $b if present in first Instance field, and 2nd $a (and its $b, if it has one) in second Instance field | |
| UDC | 080 $a (NR) $b (NR) | Separate classification fields | Separate classification fields | n/a | n/a | Since $a is not repeatable within a field, no change is needed |
| Dewey | 082 $a (R) $b (NR) | Separate classification fields. If there is a slash in $a, remove it and close up the space | Separate classification fields. If there is a slash in $a, remove it and close up the space | One classification field | Separate classification fields, with 1st $a and its $b if present in first Instance field, and 2nd $a (and its $b, if it has one) in second Instance field | |
| Gov Doc | 086 $a (NR) $z (R) | Separate classification fields. If $a and $z both present in the same 086 field, split them into separate Instance fields | Separate classification fields. If $a and $z are both present in the same 086 field, split them into separate Instance fields | Separate classification fields | Separate classification fields. If $a and multiple $z's are both present in the same 086 field, split them all into separate Instance fields | No change is needed |
| Local LC | 090 $a (R) $b (R) | Separate classification fields | Separate classification fields | One classification field | Separate classification fields, with 1st $a and its $b if present in first Instance field, and 2nd $a (and its $b, if it has one) in second Instance field |
Instance Examples
Based on the required handling above
| Description | MARC data | MARC example | Instance Classification field(s) |
|---|---|---|---|
| LC | 2 050s | 050 14 $aB3199.A33 $bP7613 2000a | B3199.A33 P7613 2000a |
| LC | 1 050 with 2 $a | 050 04 $aZ5853.M38 $bG37 1993 $aTA418.9.C6 | Z5853.M38 G37 1993 |
| NLM | 2 060s | 060 10 $aW1 $bME9616J v.69 1997 | W1 ME9616J v.69 1997 |
| NLM | 1 060 with 2 $a | 060 \0 $aW1 NE372F v.12 $aQU 95 S839 | W1 NE372F v.12 |
| UDC | 2 080s | 080 \\$a001.81 $bB67 | 001.81 B67 |
| Dewey | 2 082s | 082 04 $a300.723 $bHEA 082 04 $a338.7/6292/092 $bHEA $221 | 300.723 HEA 338.76292092 HEA |
| Dewey | 1 082 with 2 $a | 082 04 $a300.723 $bHEA $a338.7/6292/092 | 300.723 HEA |
| Gov Doc | 2 086s | 086 0\ $aD 210.6:M 56 086 0\ $aY 3.AT 7:6 M 56/ | D 210.6:M 56 Y 3.AT 7:6 M 56/ |
| Gov Doc | 1 086 with 2 $z | 086 0\ $aA 1.1: $zA 1.1/3:984 $zA 1.1/4:985 | A 1.1: A 1.1/3:984 A 1.1/4:985 |
| Local LC | 2 090s | 090 14 $aB3199.A33 $bP7613 2000a | B3199.A33 P7613 2000a |
| Local LC | 1 090 with 2 $a | 090 14 $aZ5853.M38 $bG37 1993 $aTA418.9.C6 | Z5853.M38 G37 1993 |
MARC Classification and Holdings/Items
Red = Change that was made in Orchid
| Description | MARC Field and relevant subfields | Field mapping | Pre-Orchid handling when field is repeated | Orchid handling | Pre-Orchid handling | Orchid handling | Notes |
|---|---|---|---|---|---|---|---|
| LC | 050 $a (R) $b (NR) | 050$a " " 050$b | Some of the data from the second field is included | Use data from the first 050 only; ignore any subsequent 050 field | All data from the field is included | Use data from the first $a and $b only; ignore any subsequent | |
| NLM | 060 $a (R) $b (NR) | 060$a " " 060$b | Data from both fields included | Use data from the first 060 only; ignore any subsequent 060 field | All data from the field is included | Use data from the first $a and $b only; ignore any subsequent | |
| UDC | 080 $a (NR) $b (NR) | 080$a " " 080$b | Data from both fields included | Use data from the first 080 only; ignore any subsequent 080 field | n/a | n/a | Since neither subfield is repeatable within a field, no change is needed |
| Dewey | 082 $a (R) $b (NR) | 082$a " " 082$b | Data from both fields included and mixed together | Use data from the first 082 only; ignore any subsequent 082 field | All data from the field is included | Use data from the first $a and $b only; ignore any subsequent | |
| Gov Doc | 086 $a (NR) $z (R) | 086$a | Data from both fields included | Use data from the first 086 only; ignore any subsequent 086 field | As long as only $a is mapped, all is fine | No change needed | |
| Local LC | 090 $a (R) $b (R) | 090$a " " 090$b | Some of the data from the second field is included | Use data from the first 050 only; ignore any subsequent 050 field | All data from the field is included | Use data from the first $a and $b only; ignore any subsequent |
Holdings and Item Examples
Based on the required handling above
| Description | MARC data | Sample MARC | Field mapping | Holdings/Item Call Number |
|---|---|---|---|---|
| LC | 2 050s | 050 14 $aB3199.A33 $bP7613 2000a | 050$a " " 050$b | B3199.A33 P7613 2000a |
| LC | 1 050 with 2 $a | 050 04 $aZ5853.M38 $bG37 1993 $aTA418.9.C6 | 050$a " " 050$b | Z5853.M38 G37 1993 |
| NLM | 2 060s | 060 10 $aW1 $bME9616J v.69 1997 | 060$a " " 060$b | W1 ME9616J v.69 1997 |
| NLM | 1 060 with 2 $a | 060 \0 $aW1 NE372F v.12 $aQU 95 S839 | 060$a " " 060$b | W1 NE372F v.12 |
| UDC | 2 080s | 080 \\$a001.81 $bB67 | 080$a " " 080$b | 001.81 B67 |
| Dewey | 2 082s | 082 04 $a300.723 $bHEA 082 04 $a338.7/6292/092 $bHEA $221 | 082$a " " 082$b | 300.723 HEA |
| Dewey | 1 082 with 2 $a | 082 04 $a300.723 $bHEA $a338.7/6292/092 | 082$a " " 082$b | 300.723 HEA |
| Gov Doc | 2 086s | 086 0\ $aD 210.6:M 56 086 0\ $aY 3.AT 7:6 M 56/ | 086$a | D 210.6:M 56 |
| Gov Doc | 1 086 with 2 $z | 086 0\ $aA 1.1: $zA 1.1/3:984 $zA 1.1/4:985 | 086$a | A 1.1 |
| Local LC | 2 090s | 090 14 $aB3199.A33 $bP7613 2000a | 090$a " " 090$b | B3199.A33 P7613 2000a |
| Local LC | 1 090 with 2 $a | 090 14 $aZ5853.M38 $bG37 1993 $aTA418.9.C6 | 090$a " " 090$b | Z5853.M38 G37 1993 |