Follett VERSION 6.00 Manuale Utente

04/04

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Participation levels

Follett Data Exchange Server's seven levels of participation let you explicitly

define the relationship between the union catalog and each member. The

participation levels determine how information moves between the union catalog

and the member. Before setting this option, you need to know how much

partnering of records each member wants to have. Each level is described below.
Level 1 - In this scenario, no data is shared between the union catalog and the

member. This option is intended for sites that want to manually maintain a

central repository of MARC data, but do not want to have that data automatically

transferred between a site and the union catalog. This option requires that data

either be manually entered or imported at the union catalog. It is not

recommended that data for a specific member be exported from the union catalog

and imported into the member since the member will usually have the most

recent record. Importing data does not ensure that the most robust MARC record

survives.
Level 2 - In this scenario, the member sends all of its data to the union catalog,

but the union catalog sends no data to this member. This option ensures that this

member's data is never replaced by MARC or copy updates or additions at the

union catalog. Level 2 might be applied across an entire union catalog in those

situations where the union catalog database acts solely as a resource for union

catalog OPAC search stations. The downside to this option is that more robust

MARC records at the union catalog never find their way down to the member.

For example, if your district were sharing electronic hyperlinks (856 tags) or

curriculum objectives, these tags would not be transferred to the members.
Level 3 - In this scenario, the member sends no data to the union catalog, but the

union catalog sends all of its data to this member. This option would be ideal for

districts that do all cataloging and distribution at the union catalog. This

environment is commonly referred to as central processing. Items are cataloged

and barcoded at the district level and distributed to member sites.
Level 4 - In this scenario, the member sends added MARC records and all copies

to the union catalog. The union catalog, in turn, sends all data to this member.

The union catalog is protected from having MARC data replaced by updated

records from this member. This option is for member sites who have bad data or

who rely on a parttime or volunteer cataloger. It would be appropriate for sites

that do little or no original cataloging but are in charge of managing their own

acquisitions. Level 4 allows the site to create a MARC record and, if a better

record reaches the union catalog later, that record will be sent back down to the

member due to its holdings.
Level 5 - In this scenario, the member sends all data to the union catalog. The

union catalog sends added MARC and copy records to this member. This

member is protected from having its data replaced with records from the union

catalog. It accepts no changes from the district cataloger. This option could be

used in environments where very little original cataloging takes place at the

union catalog, but the member and the union catalog share acquisition

responsibilities. In this situation, the member would be responsible for original

cataloging (if any) and would be charged with managing its own acquisitions.
This option protects the member from any MARC changes from the union