OCLC Connexion Integrated Cataloging & Metadata Services Marty Withrow Director,Metadata Services.

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  • OCLC ConnexionIntegrated Cataloging & Metadata Services

    Marty WithrowDirector,Metadata Services

  • Strategic PrinciplesLibraries must and will play a crucial role in the digital worldWeave libraries into the Web & the Web into librariesEnhance the services around an enriched WorldCatSimplify for the patron and the librarian

  • The Extended OCLC CooperativeService ViewCataloging & Metadata ServicesDigital & Preservation Resources ServicesDiscovery & Fulfillment Services

  • Enhancing OCLC WorldCat

  • The Catalog TodayNew record every 15 secondsWorldCatBibliographicHoldingsLibrary contributors

  • Current WorldCat30th Anniversary50 million bibliographic records~ 800 million location listingsIn 434 languagesrepresented in MARC 8 character set EBCIDIC encodedLocated in Dublin, OhioUnicode used only for display purposes

  • The Catalog in the Future librariesmuseumsarchivespublishersauthorsWorldCatEUCat

  • Extending WorldCatOracleUnicode enabled from the startMore than just bibliographic dataTextGraphicsSoundMotionAvailable 24 X 7Linking to international repositories

  • Stronger RecordsCurrent Single Master Record onlineRoman alphabet (CJK & Arabic)Must be MARC or MARC-likeFutureMultiple record viewsMultiple scriptsMultiple formats

  • The Changing RecordItem AFrench recordItem AFrench recordNowRecord BumpingItem AFrench recordItem AEnglish recordFutureRecord EnhancementItem AEnglish record+Item AFrench record=Item A

    English French

  • GlobalizationGlobal networking and linking technologiesExplicit support for non USMarc formats and data typesNew international based data modelIFLA Functional Requirements for Bibliographic Records (FRBR)

  • New Views or ScopingMy libraryMy RegionMy SubjectMy AudienceMy Purpose

  • Benefits of Expanding WorldCatEasier to locate the record that you need:Improved indexingAdjacency searching with keywordMeet patron expectations with access to more evaluative informationReviewsTOCsCover art and moreSatisfy diverse metadata needs with access to more metadata formats

  • Discovery ServicesRecent WorldCat enhancementsAdded evaluative contentCover art, tocs, summaries for booksInterface redesign Doctype icons, checkboxes & tab limiters Z39.50 OPAC holdings linkDisplay local data in WorldCat and other FS dbasesLinks to Web booksellersAlibris, ABAA, ABE, with more on the wayRank results by library countMost widely held titles displayed firstWill become default ranking soon

  • FirstSearch Japanese InterfaceReleased March 24thChinese within the next few months

  • QuestionPointWhat: A virtual reference desk service offered by OCLC and LCSupports Web-based email and chat services for individual institutions and consortiaIncludes question escalation to the CDRS reference networkIncludes a knowledge base for completed Q&A pairsService will be launched in June 02

  • OCLC ILL web interfaceOver 1,100 libraries using the new ILL web interfaceTraining is a snap!Anyone can help in managing ILL workloadModify custom holdings in just a few clicks!

  • OCLC Digital & Preservation ResourcesManaging the digital collection life cycleCreateAccessPreserveCollaborateLearn

  • Cataloging & Metadata Services Transform OCLCs 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 todays information seekers in a web-based environment.

  • The EnvironmentDramatic increase in the need for authoritative bibliographic information for electronic and print.New information exchange and harvesting protocols like OAIThe 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.CatExpressNew expert systemsShelf-ready services will become more common place for the processing of physical materials.PromptCatTechProMore original cataloging will be created via metadata harvesting, by materials vendors, publishers, OCLC, etc.

  • Metadata Expansion

  • What is OCLC Connexion?Single entry point to OCLC Cataloging ServicesAs opposed to:

  • What is OCLC Connexion?Combines the best of OCLC Web and Windows-based interfacesBrowser-basedAdvanced Windows client coming to complement the browser-based OCLC cataloging service

  • What to ExpectAccess to WorldCat and the Authority FileMARC & Dublin CoreDisplay and edit full recordsAll formatsLinked authoritiesNACOEnhanced save fileAbility to produce cards, accession lists, etc.Customization by authorization numberSystem newsAnd more

    First Release

  • And We Are Not Done!Enhancements to some functionality included in the first releaseLabelsUnicodeEnhanced WorldCatAdditional metadata typesAnd moreFuture Releases

  • The Windows ClientOptional Windows InterfaceFor those features that are not currently supported by a browserSame navigation as the browser platformEasy to switch between platformsComing 2nd Quarter 2003First release will be online functionality and macrosLater in 2003, offline batch functionality and local files will be added

  • Save Time with OCLC ConnexionFull record display and editConstant dataAutomatic data extraction from electronic resourcesDynamically linked authority headingsNew keyword indexes for authorities searchingSearch the SaveFile with new indexesNew workflow statuses

  • When will OCLC Connexion be Available?

  • Target ScheduleCatME-likeBatch & LocalFileBrowserWindowsClient6/30/022nd Q 03 Late 03 12/31/03

  • Life After PassportEnd-of-support date for Passport for Cataloging 12/31/2002Will 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 serviceEnd-of-life date for Passport for Cataloging 12/31/2003Will no longer work with OCLC CatalogingThese dates do not apply for ILL, UL, or NAD

  • Who will change toOCLC Connexion?

  • You Choose your Day OneYou can try out OCLC Connexion anytime after June 30, 2002.Your current cataloging authorization will work with OCLC ConnexionYou choose how to migrateAll at once or individually

  • Migration Considerations Save FileThe Online Save File is different depending on the interface usedRecords started using Passport or CatME must be completed using Passport or CatMERecords started using OCLC Connexion must be completed using the new service

  • Migration Considerations ExportOCLC Connexion will support:TCP/IP ExportExport to a fileThe TCP/IP export from the browser is direct to the library system, and may require access through your firewallThe export record format is the same as with Passport!!!

  • Migration Scenarios

  • Migration Tools and Technical Requirements

  • Migration ToolsGuide to MigrationChecklist of functionalityFunctionality comparisonWeb-based trainingOCLC & your regional service provider

  • Technically SpeakingWorkstationsPlan for workstations that can support the latest in Microsoft operating systemsWindows ME, Windows 2000, Windows XPSoftwareWindows 95 support has endedOCLC will not support Windows 98 or NT4.0 after June 2003

  • Useful URLswww.oclc.org/services/collections/migration/www.oclc.org/catmewww.oclc.org/services/collections/ guidetomigration.pdf

  • Questions&AnswersCopyright OCLC Online Computer Library Center, Incorporated. 2002. All Rights Reserved. Product and service names are trademarks or service marks of their respective companies.

    The library cooperative can become a ubiquitous presence in the web while each library maintains its own brand/image.

    SCOPE Selection, Collect, Organize, and Provide Eternal Access

    Move beyond L2L services by leveraging WorldCat to deliver 7 by 24 hour access to e-content and materials vendors.

    This is the service view of the OCLC cooperative that we have been working with since last year 3 service areas each of which uses and contributes to WorldCat. As the arrows suggest, these services are interrelated -- an increase in metadata, for instance, creates new opportunities for delivering content and offering fulfillment services.

    Working together, all three areas create a self-reinforcing cycle that supports library cooperation through Extended WorldCat, while at the same time creating new opportunities for expanding cooperative activity into new areas.


    WorldCat presently supports cataloging, resource sharing and reference services for libraries. Last year, libraries cataloged 55 million items via WorldCat and arranged 8.6 million online interlibrary loans. Library users did over 64 million reference searches on WorldCat. By the time I finish this sentence, a new record will have entered WorldCat. It now contains more than 45 million bibliographic records, and grows by over 2 million records a year. Our new strategy calls for taking this extraordinary library resource to an even higher and more useful level. CLICK TO WORLDCAT TOMORROW

    Our strategy is to make WorldCat both bigger and better. It will move beyond bibliography. It will provide people with access to the information itself, whether it is in print or electronic form. As you can see from this illustration, there will be new types of metadata in WorldCat, contributed not only by libraries but also by museums, archives, publishers and even authors.

    To create this new, bigger, better, extended WorldCat, we will introduce new services or enhance existing services in four main areas. CLICK TO SERVICESA database consists of records and links or relationships among records. In strengthening WorldCat we are working on both aspects. Lets look at what we are doing with the records themselves.

    Todays WorldCat record as the picture suggest is a somewhat simple or flat object. For each edition of a work, there is a single record. We have limited ability to do anything beyond Roman alphabet and we are restricted to MARC records or something that can be mapped to MARC.

    In terms of record content, we are planning significant changes. We will be able to support multiple languages in multiple scripts simultaneously within the same record.

    Records will continue to provide the valuable bibliographic information they have today. But, in addition, they might contain information about how a particular knowledge object is being preserved and by whom. They might also contain recommendation information, like the fact, that this particular resource is a particularly good discovery resource for introductory sociology information.

    Finally, we are planning to support new metadata formats like the EAD format used in archives and special collections or the VRA format used for visual resources.

    These very technical database changes will provided many new opportunities for collaboration, but before I go on Id like to talk a little about the change to the master record concept.

    Today WorldCat can support only a single view of the catalog record. A master record is linked to other record views, but those are only available offline. For example, if a French cataloger creates a record for Item A which is subsequently cataloged by the Library of Congress, the LC record replaces the French record and the French record is stored offline. The unique content of the French record notes and subject headings in French are essentially lost.

    With the new WorldCat record structure, we will be able to support two views of that record a French view and an English view, so no information will be lost. Libraries and users can select the view most appropriate to them.

    WorldCat is a large and complex database, because of that it can be difficult for librarians to use. So imagine, how daunting it can be for the average end user. One way to reduce that complexity is to create a view of the database that is targeted to the needs of the user at that point in time. I have suggested here some of the views that we will support.

    Its important to note that these are not mutually exclusive views. When you go to the optometrist for lenses, he or she finds your correct prescription by adding lenses until the view presented is the correct one for you. In much the same way, these views can be laid on top of each other so that each user gets the view that is the best for them.

    Again, this has profound implications for collaboration.Expanding WorldCat will have many benefits for the library and patron communities. Here a just a few.

    Talk the slide.

    Why is it necessary that we do this?

    Evaluative content well received: 11% of record displays include cover art

    Note that this indicates that a measurable amount of use is of current, more popular materials

    Doctype tab limiters on results list: 4% of FirstSearch WorldCat searches

    We think this is primarily new search activity

    Search screen doctype checkboxes: Use is double that of the pull down limiter

    Users are being more precise as they search.

    Icons: Increased usability, user satisfaction, highlights breadth of WorldCat and library collections

    Users appreciate the enhanced navigability and the pizzazz they add to WorldCat

    Weve heard overwhelmingly that you like the new OCLC ILL web interface. In fact, more than 11 hundred libraries are now using this new interface to the OCLC interlibrary loan service.

    Some of the benefits you have told us about include: How the intuitive design makes training new staff a snapThat staff without Passport expertise can still manage your ILL, and that now you canmodify custom holdings in just a few clicks

    Because youve told us you like THIS web interface so much, we thought you might like to see your statistics for ILL in a web interface, too!While Preservation is not a new field, the area of digital preservation is. OCLC has committed to a new emphasis on digital and preservation resources by formulating a program to provide libraries, museums, and archives with the latest in information, assistance and service to help manage the entire lifecycle of library collections, both physical and increasingly digital.

    To help you meet this challenge, OCLC now offers the technology, infrastructure, resources and services you need for complete digital collection life cycle management. These new services allow you to create, access and preserve collections; to collaborate to build new collections and a clearinghouse of information about projects, funding, and best practices; and to learn about digitization and preservation issues.

    OCLCs Digital & Preservation Resources will offer a complete, integrated set of services which will help to build awareness of digitization for your staff, board, and constituents, and move you through the Digital Lifecycle to the point where you are storing your digitized collection materials and preserving them for lo...


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