[DCRM-L] Fund information, for the online catalog

[Day, Lewis B.]

To add a bit to Jennifer’s excellent distillation of Houghton Library practice, we do one other thing to note funding sources, this time in the Alma Bib record.
A local 911 field is populated with Harvard’s 33-digit funding code. This causes the publication on the HOLLIS Primo catalog page of a virtual bookplate. This happens for all purchases across the libraries, and happens when the invoice is paid (pulling from the electronic invoice lines). Since this is automatic, staff do not do anything.
Visit http://id.lib.harvard.edu/alma/99155557477603941/catalog to see this in practice.
Except (and there had to be one, right?) in the case of the occasional retrospective accession of a long-ago purchase for which there is no extant invoice record, In that case, at Houghton Library, acquisitions staff manually enter the field. This is a rare occurrence.

Lewis Brian Day
TS Librarian and Acquisitions Section Head
Houghton Library


From: DCRM-L <dcrm-l-bounces at lib.byu.edu> On Behalf Of Jennifer Dunlap
Sent: Friday, February 25, 2022 11:38 AM
To: DCRM Users' Group <dcrm-l at lib.byu.edu>
Subject: Re: [DCRM-L] Fund information, for the online catalog

________________________________
We have traditionally included the fund in a 541 $h in our holdings records with the 541 coded as private with a public 561 note indicating the fund and date, ex) Purchased in [date] with the [fund(s)]). This practice was revised in 2020 with the decision to code the 541 as a public note and discontinue the use of the 561 indicating the fund or 'Gift of' statement. Currently our format is: 541 1_ $c [Method of acquisition]; $a [Name of vendor or donor]; $d [date of acquisition]; $e [accession #]; $h [name of fund used if acquisition is a purchase]. The display in our catalog renders the 541 with the label "Source of acquisition" and reorders the subfield codes to alphabetical order (e.g., Source of acquisition: [Dealer]; Purchase; [Date]; [accession #]; [Fund], Source of acquisition: John Smith; Gift; [date]; [accession number].




Jennifer Dunlap

Rare Book Cataloger

Houghton Library, Harvard University

Cambridge, MA 02138

617.998.5219

jennifer_dunlap at harvard.edu<mailto:jennifer_dunlap at harvard.edu>


On Thu, Feb 24, 2022 at 3:07 PM Lapka, Francis <francis.lapka at yale.edu<mailto:francis.lapka at yale.edu>> wrote:
I appreciate all the helpful replies. So many possibilities!

It’s intriguing to consider the fund as a 7xx access point. While MARC relators and RBMS relationship designators have item-appropriate terms for donor and honoree, neither has a term corresponding to an acquisition funder (MARC’s funder is a work relationship). Perhaps we should propose one for the RBMS CV?

Francis


From: DCRM-L <dcrm-l-bounces at lib.byu.edu<mailto:dcrm-l-bounces at lib.byu.edu>> On Behalf Of Deborah J. Leslie
Sent: Wednesday, February 23, 2022 9:08 PM
To: 'DCRM Users' Group' <dcrm-l at lib.byu.edu<mailto:dcrm-l at lib.byu.edu>>
Subject: Re: [DCRM-L] Fund information, for the online catalog

Hello everyone. Our current procedures for identifying fund names in catalog records evolved in the wake of the Folger’s adopting Tessitura<https://urldefense.proofpoint.com/v2/url?u=https-3A__nam12.safelinks.protection.outlook.com_-3Furl-3Dhttps-253A-252F-252Fwww.tessituranetwork.com-252F-26data-3D04-257C01-257Cfrancis.lapka-2540yale.edu-257C746535c6e3d140d18d5608d9f73a8c62-257Cdd8cbebb21394df8b4114e3e87abeb5c-257C0-257C0-257C637812653870496752-257CUnknown-257CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0-253D-257C3000-26sdata-3DV6x7BvPZ7owTZU6xxowyGx9Ysk4Wk5E1BqX35RNWrM4-253D-26reserved-3D0&d=DwMFaQ&c=WO-RGvefibhHBZq3fL85hQ&r=cmGUg4V6xr9_l7DlfdeAPA6YJf3ffStej09__AJCsD8&m=XwJEiiGbHq2zPYunVSSRj4_IUIsUkyVeVQZyJCIIWzCcPjkuPNW_qWMcv3eVrzaI&s=ZfH_oeeIU2kAAS4_EjMe_3Z4LSMpaaagRMTJb31rl1Y&e=>. They can be found in this Folgerpedia article<https://urldefense.proofpoint.com/v2/url?u=https-3A__nam12.safelinks.protection.outlook.com_-3Furl-3Dhttps-253A-252F-252Ffolgerpedia.folger.edu-252FVirtual-5Fbookplates-26data-3D04-257C01-257Cfrancis.lapka-2540yale.edu-257C746535c6e3d140d18d5608d9f73a8c62-257Cdd8cbebb21394df8b4114e3e87abeb5c-257C0-257C0-257C637812653870496752-257CUnknown-257CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0-253D-257C3000-26sdata-3Dm0Iad9RGt-252FmnW8G47Wj0jpZYkPgnD1rh4XBUeh2C1vw-253D-26reserved-3D0&d=DwMFaQ&c=WO-RGvefibhHBZq3fL85hQ&r=cmGUg4V6xr9_l7DlfdeAPA6YJf3ffStej09__AJCsD8&m=XwJEiiGbHq2zPYunVSSRj4_IUIsUkyVeVQZyJCIIWzCcPjkuPNW_qWMcv3eVrzaI&s=v-_B0m6GAiMR2yymKqQzjNqPZqiVFqV_4tdHNbj1Weg&e=>.
______________________
Deborah J Leslie, M.A., M.L.S. | Senior Cataloger | Folger Shakespeare Library | 201 East Capitol Street, S.E. Washington, DC 20003 | djleslie at folger.edu<mailto:djleslie at folger.edu> | www.folger.edu<https://urldefense.proofpoint.com/v2/url?u=https-3A__nam12.safelinks.protection.outlook.com_-3Furl-3Dhttp-253A-252F-252Fwww.folger.edu-252F-26data-3D04-257C01-257Cfrancis.lapka-2540yale.edu-257C746535c6e3d140d18d5608d9f73a8c62-257Cdd8cbebb21394df8b4114e3e87abeb5c-257C0-257C0-257C637812653870496752-257CUnknown-257CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0-253D-257C3000-26sdata-3DNN2zR-252FJHKhS6Tqfz6XQYmvyp1cD9APz2oXxqsMfj9oo-253D-26reserved-3D0&d=DwMFaQ&c=WO-RGvefibhHBZq3fL85hQ&r=cmGUg4V6xr9_l7DlfdeAPA6YJf3ffStej09__AJCsD8&m=XwJEiiGbHq2zPYunVSSRj4_IUIsUkyVeVQZyJCIIWzCcPjkuPNW_qWMcv3eVrzaI&s=o7IajozO_TMfsyMlt13OaXa5KHbN3LF1F-z0WgsuCUk&e=> | Opinions her own

From: DCRM-L <dcrm-l-bounces at lib.byu.edu<mailto:dcrm-l-bounces at lib.byu.edu>> On Behalf Of Lapka, Francis
Sent: Wednesday, 23 February, 2022 14:56
To: DCRM Users' Group <dcrm-l at lib.byu.edu<mailto:dcrm-l at lib.byu.edu>>
Subject: [DCRM-L] Fund information, for the online catalog

Colleagues,

When you want fund information to display in the online catalog, what field do you use? My instinct is to find a home for it in field 541 of the Holdings record<https://urldefense.proofpoint.com/v2/url?u=https-3A__nam12.safelinks.protection.outlook.com_-3Furl-3Dhttps-253A-252F-252Fprotect-2Dus.mimecast.com-252Fs-252Fyv5HC73yPMHRNwKh8BRcD-253Fdomain-253Dloc.gov-26data-3D04-257C01-257Cfrancis.lapka-2540yale.edu-257C746535c6e3d140d18d5608d9f73a8c62-257Cdd8cbebb21394df8b4114e3e87abeb5c-257C0-257C0-257C637812653870496752-257CUnknown-257CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0-253D-257C3000-26sdata-3DWVvabUi6d-252B-252Fs2ZXHUa2s3O0kfCmt50KHWS2ntdU8E-252Bc-253D-26reserved-3D0&d=DwMFaQ&c=WO-RGvefibhHBZq3fL85hQ&r=cmGUg4V6xr9_l7DlfdeAPA6YJf3ffStej09__AJCsD8&m=XwJEiiGbHq2zPYunVSSRj4_IUIsUkyVeVQZyJCIIWzCcPjkuPNW_qWMcv3eVrzaI&s=oswxe3WYNnKTLfBlV7sAqfrDmgf4PlOE_AVjqedjuAo&e=>, but the semantics of 541 subfields are all imperfect matches. In my ideal world, the fund data would display in alignment with the pertinent holding and it would be indexed as a search facet.

What do others do?

Thanks,
Francis



Francis Lapka
Senior Catalog Librarian
Department of Rare Books and Manuscripts
Yale Center for British Art
203-432-9672  ·  francis.lapka at yale.edu<mailto:francis.lapka at yale.edu>


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