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Classification and Call number handling in Data Import

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

DescriptionMARC 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
LC050 $a (R)  $b (NR)Separate classification fieldsSeparate classification fieldsOne classification fieldSeparate classification fields, with 1st $a and its $b if present in first Instance field, and 2nd $a in second Instance field
NLM060 $a (R)  $b (NR)Separate classification fieldsSeparate classification fieldsOne classification fieldSeparate 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
UDC080 $a (NR) $b (NR)Separate classification fieldsSeparate classification fieldsn/an/aSince $a is not repeatable within a field, no change is needed
Dewey082 $a (R)  $b (NR)Separate classification fields. If there is a slash in $a, remove it and close up the spaceSeparate classification fields. If there is a slash in $a, remove it and close up the spaceOne classification fieldSeparate 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 Doc086 $a (NR) $z (R)Separate classification fields. If $a and $z both present in the same 086 field, split them into separate Instance fieldsSeparate classification fields. If $a and $z are both present in the same 086 field, split them into separate Instance fieldsSeparate classification fieldsSeparate classification fields. If $a and multiple $z's are both present in the same 086 field, split them all into separate Instance fieldsNo change is needed
Local LC090 $a (R) $b (R)Separate classification fieldsSeparate classification fieldsOne classification fieldSeparate 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

DescriptionMARC dataMARC exampleInstance Classification field(s) 
LC2 050s

050 14 $aB3199.A33 $bP7613 2000a
050 14 $aB3199.A33 $bP7613 2000b

B3199.A33 P7613 2000a
B3199.A33 P7613 2000b

LC1 050 with 2 $a050 04 $aZ5853.M38 $bG37 1993 $aTA418.9.C6

Z5853.M38 G37 1993
TA418.9.C6

NLM

2 060s

060 10 $aW1 $bME9616J v.69 1997
060 10 $aQH 442.4 $bC386 1997

W1 ME9616J v.69 1997
QH