Disclosure ensures long term access, discovery, and sharing of shared print commitments. Shared Print Programs often require that member libraries disclose and maintain retention commitments in their local collection management systems following Shared Print Programs Metadata requirements and OCLC’s Detailed Metadata Guidelines.
NOTE: A Partnership Best Practice for Disclosure of items in external systems such as OCLC is under development. For information on the OCLC registration service see their Shared Print Registration page.
Shared print programs may outline specific requirements, but individual libraries in shared print programs are encouraged to follow these best practices:
- Disclose and maintain retention information in local collection management systems; this should be done for each shared print program in which a library participates.
- Notify the shared print program, via the program manager or coordinator, when commitments statuses change.
Documentation for Disclosure in Local ILS
Retention commitments are recorded in local catalogs using the MARC 583 “Action Note”. This information should be added to the holdings/item/checkin level whenever possible. Libraries should review their Shared Print Program’s Metadata requirements and OCLC’s Detailed Metadata Guidelines for using the 583 field in shared print projects before proceeding.
Metadata Guidelines for 583
Shared Print Programs should follow the OCLC Detailed Metadata Guidelines which outline the MARC tags that should be used for shared print disclosures.
Based on the OCLC Detailed Metadata Guidelines, MARC tags will have different information depending on the shared print program you are making the commitment for. See individual program disclosure guidelines for this information, e.g. MSCC and EAST. See also the Rosemont Best Practices for Metadata for a discussion of serials and journal specific disclosure topics.
Instructions for Monographs
The information below includes instructions from several different ILS’s and should be used as general instructions only. They may not work for your institution exactly, but are included to help you think through this process for your local needs and systems.
- Aleph Batch Records Update
- Millennium / Sierra Batch Records Update
- Voyager Batch Records Update
- WMS registration (OCLC Documentation)
Thank you to the numerous programs that helped us compile our examples and were willing to share them, including EAST and SCELC. If your program would be willing to share your instructions, please let us know via the feedback form.
Last Updated October 2020