david whitehair product manager oclc cataloging and metadata services future direction of technical...

David WhitehairProduct ManagerOCLC Cataloging and Metadata Services

Future Direction of Technical ProcessingFuture Direction of Technical Processing

Committee on Technical

Processing, CEAL

April 2, 2008

Ways to help streamline technical processingWays to help streamline technical processing

“Next Generation” Cataloging and Metadata Creation Pilot

WorldCat Selection service

WorldCat Cataloging Partners service

“Next Generation” Cataloging and Metadata Creation Pilot“Next Generation” Cataloging and Metadata Creation Pilot

• Automated capture, crosswalk and enhancement of publisher ONIX metadata

• Output in MARC and ONIX to benefit both library and publishing communities

• OCLC pilot program with publishers, vendors and libraries January-June 2008

• Press release and additional information here: http://www.oclc.org/productworks/nextgencataloging.htm

• http://www.oclc.org/news/releases/200688.htm


• How the pilot works

• Publisher and vendor pilot partners provide title data in ONIX (ONline Information EXchange)

• XML standard used by the publishing industry to share metadata among players (e.g. publisher Amazon or Barnes & Noble)

• OCLC converts the data to MARC

• The metadata is enriched through data mining of WorldCat and data mapping from existing data elements

• The resulting MARC record is added to WorldCat

• Library pilot partners give feedback on the records added to WorldCat

• The enhanced data is converted back to ONIX and returned to publisher/vendor pilot partners for review and feedback


• Methodology

• The OCLC crosswalk from ONIX to MARC has been enhanced to capture as many data elements as possible

• Once the ONIX data is in MARC format, we mine WorldCat to retrieve the FRBR work-set


• Methodology

• Using hierarchies and filters to determine the best records in the cluster for various data elements, we add or replace data in the new record

• Contributor names

• Dewey and LC class numbers

• LCSH

• Notes

• Etc


• Methodology

• As possible, we map between classification and terminologies to add additional subject metadata

• The resulting MARC record is available in WorldCat for library use

• A robust crosswalk from MARC to ONIX is in development

• The enhanced MARC record will be crosswalked to ONIX and returned to the publisher or vendor in ONIX


•Library Pilot Partners

• Phoenix Public Library

• The Ohio State University Libraries

• Chicago Public Library

• MIT Libraries


•Publisher/Vendor Pilot Partners

• Ingram Book Group

• Princeton University Press

• Hachette Book Group

• Taylor & Francis


Advisory Board

Paul DeAnna, National Library of Medicine

Phil Schreur, Stanford University Libraries

David Williamson, Cataloging in Publication Division, Library of Congress

John Chapman, University of Minnesota Libraries

Michael Norman, University of Illinois, Urbana-Champaign

Laura Dawson, Consultant to the publishing industry

Nora Rawlinson, Consultant to libraries on collection development

Kevin Clair, Penn State University Libraries

Richard Stark, Barnes & Noble

Marlene Harris, Chicago Public Library

Based on ITSO CUL:

Integrated Tool for Selection and Ordering at

Cornell University Library

WorldCat SelectionWorldCat SelectionWorldCat SelectionWorldCat Selection

OCLC and materials vendors partnering to help streamline selection and ordering process

Allows selectors to view records from multiple vendors in one system and acquisitions staff to output WorldCat MARC records to load into the ILS to complete the ordering process

WorldCat Selection… It’s So Cool!WorldCat Selection… It’s So Cool!

Administrators:

• Profile with material vendors to determine the notification items you want to receive

• Setup WorldCat Selection to distribute records to selectors

Material vendors:

• Provide bibliographic records to load into WorldCat

• Notify OCLC of notification items for individual libraries, along with additional vendor data

How it worksHow it works

Selectors:

• Access WorldCat Selection to view notification records from multiple vendors specific to the collection area

• Take actions such as select, reject, forward to another selector, defer

• Review/assign fund codes, location codes, price, etc. for selected items

How it works, continuedHow it works, continued

Acquisitions staff members:

• Export all selected records from all selectors and all vendors

• Load the selected records into the ILS

• Complete the order electronically from the ILS

Maintain WorldCat holdings during cataloging process using Connexion, WorldCat Cataloging Partners (PromptCat), OCLC YBP Cataloging Plus, Batch Processing (batchloading), etc.

How it works, continuedHow it works, continued

Participating materials vendor partnersParticipating materials vendor partners

IBERBOOKSÁNCHEZ CUESTA,

S.A.

Coming soon…Coming soon…

Streamline materials selection

• Selectors view notification records from multiple vendors in one system

Save staff time in Acquisitions

• Electronic records sent to selectors automatically; no need to copy paper slips and distribute manually

• MARC records provided for all titles; no need to rekey data

• MARC records downloaded from one system; no need to import records from multiple sources

BenefitsBenefits

Save costs

• Automates the selection process; removes a lot of manual processing

Avoid unintentional duplication

• Selectors see selection decisions of others

Materials available to patrons more quickly

• Moving from paper-based to electronic workflow decreases turnaround time from notification through selection, order, and receipt

BenefitsBenefits

See www.oclc.org/selection

• Participating vendors, both active and coming soon

• Recent and upcoming enhancements

• Overview presentation, ALA presentations, documentation, and tutorials

• Subscribe to e-mail updates

WorldCat SelectionWorldCat Selection

WorldCat Cataloging PartnersWorldCat Cataloging Partners

Two services—OCLC PromptCat & Cataloging Partners program—merge to become WorldCat Cataloging Partners

MARC records delivered with your library materials

Holdings automatically set in WorldCat

Supports shelf-ready materials


Why use:

• Gets new materials to your users faster

• Improves cataloging efficiency—reduces time staff spends editing, handling and searching for records

• Saves time and costs—your records and holdings are automatically contributed to WorldCat

Three service levels:

• Basic – Automated copy cataloging; included in your cataloging subscription

• 100% record delivery – A record for every title, with a Dewey call number and subject headings

• Customized record delivery – Local editing such as specialized call numbers or adding Sears subject headings

See www.oclc.org/catalogingpartners/ for more information and a list of participating vendors


Thank You!Thank You!

Questions?

david whitehair product manager oclc cataloging and metadata services future direction of technical...

Documents

onix data

metadata creation pilothow

onixnext generation

marcthe metadata

title data

data mapping

data mining of worldcat

worldcatthe enhanced