oclc connexion integrated cataloging & metadata services marty withrow director,metadata...
TRANSCRIPT
OCLC ConnexionIntegrated Cataloging & Metadata
Services
Marty WithrowDirector,Metadata Services
Strategic Principles
• Libraries must and will play a crucial role in the digital world
• Weave libraries into the Web & the Web into libraries
• Enhance the services around an enriched WorldCat
• Simplify for the patron and the librarian
The Extended OCLC CooperativeService View
Cataloging & Metadata Services
Digital & Preservation Resources Services
Discovery & Fulfillment Services
Enhancing OCLC WorldCat
The Catalog Today
New record every 15 seconds
WorldCatWorldCat
Bibliographic
Holdings
Library contributors
Current WorldCat
• 30th Anniversary
• 50 million bibliographic records
• ~ 800 million location listings
• In 434 languages
• represented in MARC 8 character set EBCIDIC encoded
• Located in Dublin, Ohio
• Unicode used only for display purposes
The Catalog in the Future …
libraries
museums
archives
publishersauthors
WorldCat
EUCat
WorldCat
EUCat
Extending WorldCat• Oracle
• Unicode enabled from the start
• More than just bibliographic data
– Text
– Graphics
– Sound
– Motion
• Available 24 X 7
• Linking to international repositories
Stronger Records
Current – Single Master Record
online– Roman alphabet (CJK & Arabic)
– Must be MARC or MARC-like
Future– Multiple record
views– Multiple scripts– Multiple formats
Item AFrench record
Item AFrench record
Now—Record Bumping
The Changing Record…
Item AFrench record
Item AEnglish record
Future—Record Enhancement
Item AEnglish record
+Item AFrench record
=
Item AItem A
English French
Globalization
• Global networking and linking technologies
• Explicit support for non USMarc formats and data types
• New international based data model
– IFLA Functional Requirements for Bibliographic Records (FRBR)
New Views or Scoping
My library
My Region
My Subject
My Audience
My Purpose
Benefits of Expanding WorldCat
• Easier to locate the record that you need:– Improved indexing
– Adjacency searching with keyword
• Meet patron expectations with access to more evaluative information– Reviews
– TOCs
– Cover art and more
• Satisfy diverse metadata needs with access to more metadata formats
Discovery ServicesRecent WorldCat enhancements
• Added evaluative content
• Cover art, tocs, summaries for books
• Interface redesign
• Doctype icons, checkboxes & tab limiters
• Z39.50 OPAC holdings link
• Display local data in WorldCat and other FS dbases
• Links to Web booksellers
• Alibris, ABAA, ABE, with more on the way
• Rank results by library count
• Most widely held titles displayed first
• Will become default ranking soon
FirstSearch – Japanese Interface
• Released March 24th
• Chinese within the next few months
QuestionPoint
• What: A virtual reference desk service offered by OCLC and LC
– Supports Web-based email and chat services for individual institutions and consortia
– Includes question escalation to the CDRS reference network
– Includes a knowledge base for completed Q&A pairs
• Service will be launched in June ’02
OCLC ILL web interfaceOver 1,100 libraries using the
new ILL web interface– Training is a snap!
– Anyone can help in managing ILL workload
– Modify custom holdings in just a few clicks!
OCLC Digital & PreservationOCLC Digital & Preservation ResourcesResourcesManaging the digital collection life
cycle
•Create
•Access
•Preserve
•Collaborate
•Learn
Cataloging & Metadata Services
Transform OCLC’s shared cataloging services to serve a broader community of member institutions, and enhance the breadth and depth of the metadata in WorldCat for both electronic and print resources. An enriched WorldCat is crucial for meeting the needs of today’s information seekers in a web-based environment.
The Environment• Dramatic increase in the need for authoritative
bibliographic information for electronic and print.
• New information exchange and harvesting protocols like OAI
• The traditional bibliographic record is not enough to satisfy the raised expectations of the patron.
• A large number of library professionals (40-50%) are eligible for retirement in the next ten years. Professional catalogers in particular are not being developed in library information science programs thus a whole new generation of users with different expectations must be served.
What does it mean?• Copy cataloging will be done more and more
by untrained staff using expert systems which hide the complexity of MARC and AACR2.– CatExpress
– New expert systems
• Shelf-ready services will become more common place for the processing of physical materials.– PromptCat
– TechPro
• More original cataloging will be created via metadata harvesting, by materials vendors, publishers, OCLC, etc.
Metadata ExpansionMetadata Expansion
MARC21MARC21
Text Encoding InitiativeText Encoding Initiative
Encoded Archival DescriptionEncoded Archival Description
ONIXONIXOnline Information ExchangeOnline Information Exchange
UKMARCUKMARC
Dublin CoreDublin Core
What is OCLC Connexion?
• Single entry point to OCLC Cataloging Services
• As opposed to:
OCLCPassport
What is OCLC Connexion?
• Combines the best of OCLC Web and Windows-based interfaces
• Browser-based
• Advanced Windows client coming to complement the browser-based OCLC cataloging service
What to Expect
• Access to WorldCat and the Authority File
• MARC & Dublin Core
• Display and edit full records
• All formats
• Linked authorities
• NACO
• Enhanced save file
• Ability to produce cards, accession lists, etc.
• Customization by authorization number
• System news
• And more…
First Release
OCLC ConnexionOCLC Connexion
Welcome to OCLC Connexion
You will be using OCLC Connexion in FULL mode.
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
OCLC ConnexionOCLC Connexion
And We Are Not Done!
• Enhancements to some functionality included in the first release
• Labels
• Unicode
• Enhanced WorldCat
• Additional metadata types
• And more…
Future Releases
The Windows Client
• Optional Windows Interface
• For those features that are not currently supported by a browser
• Same navigation as the browser platform– Easy to switch between platforms
• Coming 2nd Quarter 2003
• First release will be online functionality and macros
• Later in 2003, offline batch functionality and local files will be added
OMDW Prototype.lnk
Save Time with OCLC Connexion
• Full record display and edit
• Constant data
• Automatic data extraction from electronic resources
• Dynamically linked authority headings
• New keyword indexes for authorities searching
• Search the SaveFile with new indexes
• New workflow statuses
When will OCLC Connexionbe Available?
Target Schedule
Quarterly EnhancementsQuarterly Enhancements
Online
Online Cat
ME-like
Batch &
Loca
l
File
CatME-lik
e
Batch &
Loca
l
File
BrowserBrowser
WindowsClientWindowsClient
6/3
0/0
26
/30
/02
2nd Q
‘0
32
nd Q
‘0
3
Late
‘0
3 L
ate
‘0
3
12
/31
/03
12
/31
/03
Passport forCatalogingRetires
Passport forCatalogingRetires
Life After Passport
• End-of-support date for Passport for Cataloging
12/31/2002– Will still work, but there will be no testing on
new operating systems, no bug fixes, support will ask users to try CatME or the new OCLC cataloging service
• End-of-life date for Passport for Cataloging12/31/2003
– Will no longer work with OCLC Cataloging
• These dates do not apply for ILL, UL, or NAD
Who will change toOCLC Connexion?
You Choose your Day One
• You can try out OCLC Connexion anytime after June 30, 2002.
• Your current cataloging authorization will work with OCLC Connexion
• You choose how to migrate
– All at once or individually
Migration Considerations – Save File
• The Online Save File is different depending on the interface used
– Records started using Passport or CatME must be completed using Passport or CatME
– Records started using OCLC Connexion must be completed using the new service
Migration Considerations – Export
• OCLC Connexion will support:– TCP/IP Export
– Export to a file
• The TCP/IP export from the browser is direct to the library system, and may require access through your firewall
• The export record format is the same as with Passport!!!
Migration Scenarios
Passport OCLC ConnexionAll at Once
Passport CatME OCLC Connexion
Interim Step
CJK and Arabic SW
PassportOCLC ConnexionWindows Client
Migration Tools and Technical Requirements
Migration Tools
• Guide to Migration
• Checklist of functionality
• Functionality comparison
• Web-based training
• OCLC & your regional service provider
Technically Speaking• Workstations
– Plan for workstations that can support the latest in Microsoft operating systems
– Windows ME, Windows 2000, Windows XP
• Software– Windows 95 support has ended
– OCLC will not support Windows 98 or NT4.0 after June 2003
Useful URLs
• www.oclc.org/services/collections/migration/
• www.oclc.org/catme
• www.oclc.org/services/collections/guidetomigration.pdf
&Questions
AAnswersnswers
Copyright OCLC Online Computer Library Center, Incorporated. 2002. All Rights Reserved. Product and service names are trademarks or service marks of their respective companies.