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Plunkett Research, Ltd.

WHO Code
PlRe
Address
P.O. Box 541737
City
Houston
State/Province
TX
Country
USA
Zip/Postal Code
77254-1737
Phone
713.932.0000
Status
Current
RDA Procedures

PLUNKETT RESEARCH (PlRe) PROCEDURES (RDA)

15 March 2016

Plunket Research receives both RDA and AACR2 compatible.

PlRe provides access to their online publications:

access: https://www.plunkettresearchonline.com/plebooks.aspx or http://www.plunkettresearchonline.com/ResearchCenter/Archives/current.a…

user name: melrod#2017

password: mac#2017#444

PlRe will send a spreadsheet with e-ISBNs (the ISBNs in the PDFs
will be the print ISBNs) to Susan. The relevant ISBN is in
020 $aeISBN$qelectronic
020 $zprintISBN$qprint

Susan will ask Jack of Plunkett Research concerning any titles in spreadsheet but not on website.

Print and electronic versions are considered to be simultaneous
publications, rather than reproductions, i.e., no 533 or 534. Print
and electronic records will have a 530 referring to the other format,
those in the print records with $uURL. We have not been asked to
produce records for the CD-ROM versions, not at present, print versions.

PlRe publishes monographs in print, CD-ROM, and electronic form, in
annual editions, approximately 30 per year. Records will be prepared
for the current editions. Searching may produce records for earlier
print or CD-ROM editions which may be edited.

PlRe wishes integrating resource records for the 33 sections of
its website,


Print Record Template

LDR:
05 = n
06 = a
07 = m monograph
08 = blank
09 = blank
17 = blank
18 = i

001 SLC RSN moved o 035 on export; 090$e (q.v) as 001

008:
06 = s
07-10 <year>
15-17 = txu
18-21
blank = no illustrations
a = illustrations
d = charts
e = plans
k = forms
22 = f
23 = blank
24-27
a = abstracts
b = bibliographical references
28 = blank
29 = 0
30 = 0
31
0 = no index
1 = index
32 = blank
33 = 0
34 = blank
35-37 = eng
38 = blank

*010 $a<LCCN> if keying, justify by removing hyphen and inserting
0's to make nine spaces
020 $a<ISBN>
020 $z<ISBN> (electronic)
040 $aCaBNVSL$beng$erda$cCaBNVSL$dCaBNVSL
or add $sCaBNVSL to exising $a$c
050 00 $a<LCC> if in derived DLC record
050 4 $a<LCC> if original
060 4 $aNLMC
082 00 $a<DDC>$2 <e.d> if in DLC derived record
082 04 $a<DDC>$2<ed.> if assigned
090 $a$bPlRe$e<ISBN>
[Deleted on export; $e moved to 001]
093 $aPlRe<date> [Deleted on export]
100 1 $aCheck against LC authorities & earlier records done

100/700/110/710 relator terms

After main and added entries, enter following final mark of punctuation
$e(s), and one or more RDA terms. Precede and separate $e's with
commas, end with period.

111 2 $a<Conference name> if conference proceedings
245 10 $a<Title> :$b<subtitle> /$cStatement of responsibility.
246 30 $a<Distinctive part of title>.
250 $a<Edition>,
264 _1 $aHouston, Texas (P.O. Drawer 541737, Houston TX 77254-1737 USA)
:$bPlunkett Research, Ltd.,$c<year>.
[008/7-10 same as 264$c]
300 $annn pages :$billustrations ;$cnn cm.
or
300 $a volumes :$billustrations ;$c<size> cm.
*336 $atext$2rdacontent
*337 $aunmediated$2rdamedia
*338 $avolume$2rdacarrier
490 1 $a<Series title in item if any> ;$v
504 $aIncludes bibliographical references (pages ) and index.

505 0 $a<Contents; cut & paste from pdf or website if possible.
Limit to one 505 of chapter titles only. See extra charge
for more than 10 chapter titles.
520 $a<Abstract/summary/blurb cut and pasted>
[If more than 300 words, use first one or two paragraphs only.]
530 $aAlso available in electronic form.$u<URL>
650 0 $a<LCSH>
650 2 $aMeSH
653 $a<Author assigned keyword from end of abstract if any> [one per 653]
700 1 $a<Added personal entry>.,$erelator term.
710 2 $aPlunkett Research, Ltd.,$epublisher.
710 2 $aOther added corporate entry.
740 0 $aAdded analytic title entry.
830 0 $aSeries title if any ;$v
990 $aCataloguer's initials
[Removed on export]


Electronic Record Template

Monographs; for website see below

*LDR:
05 = n
06 = a
07 = m monograph
08 = blank
09 = blank
17 = blank
18 = i

001 SLC RSN moved o 035 on export; 090$e (qv) as 001

*006:
00 = m electronic resource
01-04 = blank
05 = e
06 = o
07-08 = blank
09 = d
10-17 = blank

*007:
00 = c
01 = r
02 = blank
03 colour
a = one colour
b = black and white [Assume for automatic supplying; change if wrong[
c = multicoloured
04 = n
05 = blank
06-08 = |
09 = m
10-12 = |
13 = a

008:
06 = s
07-10 <year>
15-17 = txu
18-21
blank = no illustrations
a = illustrations
d = charts
e = plans
k = forms
22 = f
*23 = o
24-27
a = abstracts
b = bibliographical references
28 = blank
29 = 0 or 1 for conference publication
30 = 0
31
0 = no index
1 = index
32 = blank
33 = 0
34 = blank
35-37 = eng [unless some other language]
38 = blank

*010 $z<print LCCN> remove hyphen and insert 0's to make nine spaces
*020 $a<eISBN>

NB: If lacking, request eISBN from PlRe before cataloguing

*020 $z<ISBN> (print)
*040 $aCaBNVSL$beng$erda$cCaBNVSL$dCaBNVSL
050 4 $a<LCC> add "e" to year (or last Cutter for website)
082 04 $a<DDC>$2<ed.>
*090 $a$bPlRe$e<eISBN> [deleted on export; $e moved
to 001]
or
$a$bPlRe$epl00000000<# from end of URL>[for website section;
9 0's if 1 digit # at end of URL; 8 0's if 2]
*093 $aPlRe<date> [deleted on export]
100 1 $a[Check against LC authorities & earlier records done],$erelator term.
245 10 $a<Title> :$b<subtitle> /$cStatement of
responsibility.
246 30 $a<Distinctive part of title>.
250 $a<Edition>.
&264 _1 $aHouston, Texas (P.O. Drawer 541737, Houston TX 77254-1737 USA) :$bPlunkett Research, Ltd.,$c<year>.
[008/7-10 same as 260$c]

*300 $a1 PDF ( pages.) :$billustrations.
[if the electronic version lacks paging, bracket the paging from
the most recent print edition, or from PDF header]
336 $atext$2rdacontent
337 $aelectronic$2isbdmedia
338 $aonline resource$2rdacarrier
490 1 $a<Series title as in item> ;$v
or if website section
$aPlunkett online research ;$v<## from end of URL>
504 $aIncludes bibliographical references (pages ) and index.
505 0 $a<Contents>; cut & paste chapter titles from PDF or website,
Limit to one 505 of chapter titles only. See extra charge for
more than 10 chapter titles.

*506 $aRestricted to subscribers or individual electronic text purchasers.
510 0 $a<Indexers if known, one per 510>
520 3 $a<Abstract/summary/blurb cut and pasted> [If more than 300
words, use first one or two paragraphs only.]
*530 $aAlso available in print.
538 $aMode of access: World Wide Web.
*588 $aTitle from PDF title page (viewed on <date>).
650 0 $a<LCSH>
653 $a<Author assigned keyword from end of abstract if any> [one per 653]
700 1 $a<Added personal entry>.,$erelator term.
*710 2 $aPlunkett Research, Ltd.,$epublisher.
710 2 $a<Other added corporate entry>.
740 0 $a<Added analytic title entry>.
*776 08 $iPrint version:$z<10 digit ISBN$z<13 digit ISBN>$w(DLC)<LCCN>
830 0 $a<Series title if any> ;$v
*856 40 $u<URL?
990 $a<Cataloguer's initials>. [removed on export]


Website sections

LDR:
05 = n
06 = a
07 = i
08 = blank
09 = blank
17 = blank
18 = a

001 SLC RSN moved o 035 on export; 090$e (qv) as 001

006:
00 = m electronic resource
01-04 = blank
05 = e
06=o
07-08 = blank
09 = d
10-17 = blank

*007:
00 = c
01 = r
02 = blank
03 colour
a = one colour
b = black and white [Assume for automatic supplying; change if wrong[
c = multicoloured
04 = n
05 = blank
06-08 = |
09 = m
10-12 = |
13 = a

008/06 = c
008/04-10 = <year>
008/11-14 = 9999
008/15-17 = txu
008/18 = w (weekly) or blank (frequency)
008/19 = r or x (regularity)
008/20 = blank (undefined)
008/21 = w (type- updating web site)
008/22 = o (form original)
008/23 = o (form)
008/24 = blank (nature of entire work)
008/25-27 = nature of contents
a - abstracts
b - bibliographies
i - indexes
d - dictionaries
r - directories
s - statistics
t - technical reports
008/28 = blank (not a gov.pub.)
008/29 = 0 (not a conference)
008/30-32 = blank (undefined)
008/33 = blank (orig alphabet)
008/34 = 2 (entry convention 2 - integrated)

008 for no updating frequency: yymmddc20029999txu x woo drs 0 2eng d

008 for weekly updating frequency: yymmddc20029999txuwr woo drs 0 2eng d

008 does not validate properly in Bibliofile as of 12/12/11.

050 add e to end of last cutter (no date)
090 $a$bPlRe$epl00000000<# from end of URL>[for website section;
9 0's if 1 digit at end of URL; 8 0's if 2]

093 $aPlRe<date> [deleted on export]
245 010 $a<Title> :$b<subtitle>.
246 30 $a<Distinctive part of title>.
264 _1 $aHouston, Texas (P.O. Drawer 541737, Houston TX 77254-1737 USA) $b:Plunkett Research, Ltd.,$c<year>- [008/7-10 same as 260$c]
300 $a1 website (text) :$bcolor illustrations.
310 $a<Updating frequency note>
490 1 $aPlunkett research online ;$v<## from end of URL>
500 $aQuoted website section:
"Special tools."
or
"Industry research center."
710 2 $aPlunkett Research, Ltd.,$epublisher.
588 $aTitle from website (viewed on <date>.
830 0 $aPlunkett Research online; $v<## from end of URL>
and
$aSpecial tools (Plunkett Research)
or
$aIndustries research center
*856 40 $u<URL?
990 $a<Cataloguer's initials>. [removed on export]


OCLC UPLOAD

Cataloguer uses onlinr\e OCLC export, and JIN load until OCLC account is
established

OCLC Manual Updating Instructions (updated 5 August 2021)

I use OCLC Connexion Client.

Account number: 100477074
password: jin

Before importing the records into the save file, you can change the eLvl and
040 to what it should be in MarcEdit (the 049 is CN8JI by default)

1. First you need to load the .mrc file into the client. Go to "File",
"Import records"

2. Put the file name in the first box (or browse and select it)

3. I always use a local save file (habit, online should be OK as long as you
empty it when done)

4. Select a bibliographic save file name (I usually click on local file
manager and create one called 'junk' or something that I know is temporary
stuff).

5. Hit OK, and it will process the records and come back with a screen
detailing any problems and the numbers loaded. I NEVER delete the original
file because I need it to send to Matt or Gary.

6. Close the report.

7. Open the local save file by going to "Cataloging", "Search", "Local save
file", check to make sure the local file has the right name and hit enter.

8. The local file comes up. Before loading to OCLC, the 040 needs to be
changed to 'CaBNvSL ?c J2I ?d J2I' and the 049 changed to CN8JI formerly J2IA. I do this
using constant data, but you can do it manually or with copy/paste if you
don't want to learn another step. To set up constant data, go to
'cataloging', 'create', 'constant data', click ok on books. Type in what you
want applied to every record. Fixed fields (encoding level) have to be done
manually. Save the constant data record, give it a name. You can then use it
on individual records, or highlight the whole list, then apply the cd record
(edit, constant data, local, apply from list).

9. You also need to change the eLvl to 'I', which can't be done via constant
data.

10. I usually take advantage of the spell checking "F7" and validating
headings ("shift"-"F5") feature in OCLC to make sure I didn't miss
something.

11. Search each record "F2", make sure it's not already in the database. If
not, update holdings "F8" to add the record to the database.

12. Copy the OCLC number into your original record (in Bibliofile, ITS, or
MARCEdit) in the 035 (OCoLC)xxx so Matt will have it when he processes
your file.

13. Delete the holdings in OCLC (This symbol doesn't own the item), by going
to "Action", "Holdings", "Delete holdings" - Or You can delete
holdings for multiple records by highlighting them all, just like step 14.

14. Go to the next record and repeat. After all are done, you can delete the
records in the file by highlighting them all and using the trash can icon.
Most of the actions listed above also have icons if you prefer using them.

Cataloguer adds 035 (OCoLC to records), and sends to Matt.

------------------------------------------------------------------

Matt provides ebrary RDA records, and PlRe with individual RDA
and AACR2 compatible records in .mrc files named for 001 in
three groups: print, electronic, and integratiing resource (websites).
He notifies Jack Plunkett jack_plunkett@plunkettresearch.com,
Michael Esterheld michaele@plunkettresearch.com, and Jeremy Faulk information@plunkettresearch.com when the files can be picked up.


Rich invoices PlRe

Jack W. Plunkett
CEO, Plunkett Research, Ltd.
P.O. Drawer 541737
Houston TX 77254-737
Voice: 713.932.0000
Fax: 713.932.7080
e-mail: jack_plunkett@plunkettresearch.com


PlRe PRICES

Charged PlRe

MARC records (original, derived, print, electronic): $11.00 per record
060, 082, MeSH: $2.00 per record
505s more than 10 chapters: $3.00
Record processing: $1.50
OCLC loading with OCLC number added $1.00

Cataloguers

MARC records: $8.00 per record
505 more than 10 chapters: $3.00
060, 082, MeSH: $2.00 per record
Revising: $2.00 per record
OCLC uploading: $1.00