Follett VERSION 6.00 Manuale Utente

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System Setup

Steps for building your union catalog



2. Enter your union catalog's site and cataloging information through the union catalog's

System Setup. For instructions, see page 95.



3. If your union catalog will be using data exchange, the union catalog database and DX

member databases must be linked to a Follett Data Exchange Server before you can add

the DX members to the union catalog. For more information and instructions, see the

Follett Data Exchange Guide (fscdx.pdf). After completing all the steps outlined in the

checklist, continue with the following steps.



4. Enter the site and cataloging information for your nonDX members through the union

catalog's System Setup. For instructions, see page 101.



5. Configure your DX members through the union catalog's System Setup. Instructions be

gin on page 101, with DX member-specific information starting on page 106. Also see the

Follett Data Exchange Guide (fscdx.pdf).



6. To finish building your union catalog, see What's next?" on page 112.

What is data exchange?

The Follett Data Exchange Server lets you make the most of the union catalog's

best cataloging practices. Data Exchange (DX for short) is a behindthescenes

way to transfer collection data between members and the union catalog. Follett

Data Exchange Server's setup options let you customize the flow of data.
By setting participation levels and filtering rules, the union catalog can control

how and what data is exchanged with its member sites. Once these rules are set,

the Follett Data Exchange Server updates district and member data automatically.

Selected Database Sources in Cataloging lets DX members search the union

catalog database for MARC records, even if they choose not to share their data

with the union catalog.
Rather than the union catalog and all members sharing the same static records,

Follett Data Exchange Server lets each member send and receive MARC records

appropriate to its own quality needs automatically. For example, a member site

with an expert cataloger would not have to receive records from other members,

or even the union catalog. With seven levels of participation, union catalogs and

members can share at the level appropriate for each site.
Behindthescenes rules for merge, match, survival, and bounceback determine

which record will be added to a database. Typically, the record with the most

complete information is the one that is saved to the union catalog database and

then transmitted to members. For example, a brief MARC record is sent to the

union catalog, where it encounters a better record. A merged record is created

and that better record of merged" data is bounced back to the sending member

site.

Note: 

 Data exchange transfers bibliographic and copy records. However, within

these records certain tags are not exchanged: 59x (local notes) tags, 9xx tags

(except for the 940 tags), and any WebPath Express bibliographic tags you

may have in your collection.