Name of Institution:
What is your four-letter Library Identifier (LI) or Marcadia ID
(if none, specify None)? (More Info)

Section A -- Profile Type
1. What type of profile are you completing? (More Info)
Initial
Alternate
Change profile name and version:

2. If you checked "Initial" above, your start-up fee includes a 100-record test. Do you want this test run now? Yes No

3. If this is an alternate profile or a change to an existing profile, do you want an additional 100-record test run (see the Marcadia rates sheets for pricing information)?
Yes No

Section B -- Processing Options
1. Does your local system export leader values that specify the bibliographic format represented? (More Info) Yes No

 

1a. If No checked, which RLIN bibliographic file do you want your
records searched against?

AMC	BKS
MAP	MDF
REC	SER
SCO	VIM
NUM

2. How do you want your search files processed? (More Info)
One-time search
Repeat searches

 

2a. If "Repeat searches" checked, how often do you want your nonhit
and/or nonmatch records processed (in addition to the initial search)?
Once more
Weekly
Biweekly
Monthly
Quarterly
Semi-annually
Annually
Other (specify)

2b. Specify how long you want your files re-searched
(minimum=1 mo., maximum=24 mos.): months

2c. Select which files you want resubmitted for Repeat searches MARC:
Nonhit file
Nonmatch file
Both (nonhit and nonmatch files)

3. Which format do you require for your returned match records MARC? (More Info)
MARC21 (default)
RLINMARC
OCLCMARC

3a. If "RLINMARC", specify the LOC
code to use:

3b. If "OCLCMARC", specify the holdings
symbol to use:

4. Would you like your Perfect Match and Acceptable Match results combined into one file of MARC records? Yes No

5. Does your local system require the 035 field rather than the 001 field for search record overlay MARC? Yes No

Section C -- FTP Server Information
1. Which FTP server will you use for storing your search records and Marcadia records delivered from MARC? (More Info)
Your own FTP server
An RLG FTP server

2. If you checked "Your own FTP server", complete the following:

2a. What type of operating system is running on your server
Unix Windows DOS

2b. What is the name of your FTP server and its Internet address (such as ftp.yourcompany.com / 198.60.22.4)?

2c. What is the login account name Marcadia will use on your FTP server to get and put files (use Marcadia naming conventions)?

2d. What is the password Marcadia will use for accessing your FTP server?

2e. What is the full path name of the directory on your FTP server where your search records and Marcadia records delivered are to be stored (use Marcadia naming conventions)?

If you checked "An RLG FTP server", you will be e-mailed the following when Marcadia is ready to use:

The name of an RLG FTP server
A login account on that FTP server
A password to access the account
The full path name and directory on an RLG FTP server where your files are to be stored.

Section D -- Perfect Match Criteria
1. Descriptive Cataloging Form (Leader/18, RLIN DCF): (More Info)
Require record with AACR2
Accept any record

2. Library of Congress call number (field 050) MARC: (More Info)
Require record with 050
Prefer record with 050
Accept any record

3. Cataloging Category (CC, RLIN-defined) (check all levels you want): (More Info)
Full level (AACR2) -- second position of RLIN CC code is 1
Core level -- second position of RLIN CC code is 4
Base level -- second position of RLIN CC code is 5
Unknown level -- second position of RLIN CC code is 6
Nonstandard level -- second position of RLIN CC code is 9 (equivalent to any record)

3a. For the levels selected in 3, list specific CC values (four-digit codes) to exclude
(maximum 5 separated by commas):

3b. If you selected the Unknown level above, would you like to select only records with subjects (6XX fields)?
Yes No

3c. If you selected the Unknown level above, would you like to allow CIP matches (Ldr 17 = 8)?
Yes No

4. Source of record: (More Info)
4a
4b
4a and 4b
4c

4a. List preferred Library Identifiers (maximum 10, separated by commas)

4b. List unacceptable Library Identifiers (if an RLIN user, include your own; maximum 10, separated by commas)

4c. Accept any record

5. BIBCO records (field 042 $a) MARC: (More Info)
Require record with 042 $a pcc
Prefer record with 042 $a pcc
Accept any record

6. Form of Item (field 008/23, RLIN REP) MARC: (More Info)
Accept record only if values match
Accept any record

7. Non-Latin scripts MARC: (More Info)
Require record with non-Latin scripts
Prefer record with non-Latin scripts
Accept any record (may return record with non-Latin scripts)

8. Successive/latest entry for serials (008/34, RLIN SL) MARC: (More Info)
Require record cataloged according to successive entry conventions
Accept any record

9. Language of cataloging MARC: (More Info)
Require records without 040 $b, excluding eng, (language of cataloging)
Accept any record

Section E -- Acceptable Match Criteria
Specify your Acceptable Match Criteria by checking two options to "turn off". You may only select two options for which you have chosen options other than "accept any record" (or fewer than five levels for option 3a) in Section D above. (More Info)

Descriptive Cataloging Form (Leader/18, RLIN DCF)
Library of Congress call number (field 050)
Cataloging Category (CC, RLIN-defined)
Source of record
BIBCO records (field 042 $a)
Form of Item (field 008/23, RLIN REP)
Non-Latin scripts
Successive/latest entry for serials (008/34, RLIN SL)
Language of cataloging

Section F -- Local Fields to Merge or Retain
1. Local fields to merge from your search records (maximum 15, separate by commas): (More Info)

2. Local RLIN fields to retain (select any):
090 (CALL)
950 $a $b (LCAL)
998 $s (CC)

Section G -- Electronic Reports
Which optional electronic reports do you want delivered? (More Info)
Perfect Match Report (optional -- no fee)
Acceptable Match Report (optional -- no fee)
Unacceptable Match Report (optional -- additional fee, see Marcadia rates sheets)
Nonmatch Report (Marcadia automatically delivers)
Nonhit Report (Marcadia automatically delivers)
Statistics Report (Marcadia automatically delivers)

Please check here if you want more information about Backstage Library Works Supplemental Services: (More Info)
Yes No, not at this time

 

When you have completed this form, copy and fax it to
801-356-8220, Attn: Marcadia
and keep the copy for your records
Marcadia Support will contact you by e-mail when Marcadia is ready to use.