oclc online computer library center kathy kie december 2007 oclc cataloging & metadata services...
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OCLC Online Computer Library Center
Kathy Kie
December 2007
OCLC Cataloging & Metadata Services
an introduction
OCLC Cataloging & Metadata Services
an introduction
Cataloging Options
Online – CatExpress– Connexion– Z39.50
Offline– Batchload
• Custom cataloging
• Contract cataloging
• Retrospective conversion
OnlineOnlineCatExpress– Web-based interface for copy cataloging
OCLC Connexion– Full range of cataloging functionality– Web browser or Client software
Z39.50 for cataloging– Search and download records through
compliant local library system
Connexion
http://connexion.oclc.orghttp://connexion.oclc.org Bro
wse
r
Connexion browserConnexion browserAccess through web browser
– Any workstation with Internet access
Access to OCLC’s WorldCat™
Copy & original cataloging functions– Authority File…and more
• Constant data• Online Save file
Browser featuresBrowser featuresView multiple record formats– Dublin Core for bibliographic records
Links to WebDewey
Use Express for copy cataloging
Use Pathfinders or Digital Archive
Create & manage Local Holdings
Access to WorldCat Selection
Find a Bibliographic RecordFind a Bibliographic Record
If item found, use existing record for cataloging (95% of the time)
If item not found, create an original record to add to WorldCat– Derive new record from existing record– Extract data from a Web site – Start from a blank workform– Import record from ILS
Browser DocumentationBrowser Documentation
Browser TrainingBrowser Training
http://www.oclc.org/support/training/connexion/browser/tutorial/http://www.oclc.org/support/training/connexion/browser/tutorial/
OCLC Online Computer Library Center
TryConnexion Browser
TryConnexion Browser
Windows-based
Install software
Features:– Online/ offline– Non-Latin scripts– Multiple interface
languages
http://psw.oclc.org/software.htmhttp://psw.oclc.org/software.htm
Connexion ClientConnexion Client
Connexion ClientConnexion ClientRecent enhancements– Metadata extraction (includes MP3 files) – Export bibliographic records in Dublin Core– Z39.50 access to records created in your ILS
– Authority history for LC Names and Subjects– Access to Institution Records
http://www.oclc.org/connexion/interface/client/enhancements/recent.htm
Current versions supported:– Client 2.00 and Client 1.72
Client featuresClient featuresWork online or offline– Batch processing options
Create macros
Support for Non-Latin scripts
Links to Local Holdings
Client DocumentationClient Documentation
Client TrainingClient Training
http://www.oclc.org/support/training/connexion/client/tutorial/http://www.oclc.org/support/training/connexion/client/tutorial/
OCLC Online Computer Library Center
TryConnexion Client
TryConnexion Client
Z39.50 Cataloging Service
Libraries access WorldCat to search and retrieve records to transfer to their local systems.
Most libraries batchload records to OCLC to set their holdings.
Some use Extended Service Definition
to set holdings online.http://www.oclc.org/z3950/http://www.oclc.org/z3950/
Z39.50 for CatalogingZ39.50 for CatalogingBenefits: – streamline cataloging workflow, – reduce staff training – decrease costs.
Access to: – WorldCat for cataloging– LC names and subjects authority file records– Institution Records
Options for: – non-Latin scripts in bibliographic records.– Unicode UTF-8 for bibliographic and authority records.
Batch Processing Batch Processing An efficient way for institutions to maintain
their holdings and add records to WorldCat offline.
Batch ProcessingBatch ProcessingThe volume of Batchload activity is climbing – Since July 1, 2006, – Nearly 336 million records have been processed from
39,000+ files, – More than 204 million holdings have been set– More than 56 million records have been added.
Actual production accommodates more than 2 million records per day
OCLC is investigating re-working the Batchload process to accommodate this increasing volume
Batch ProcessingBatch ProcessingRLG migration is nearing completion – All records have been loaded from RLIN– Few files of unresolved records remain to be
processed
Batch ProcessingBatch Processing
Update holdings on bibliographic records– Records from other sources– Records exported at point of acquisition
Add original bibliographic records to WorldCat– Add records created in your local system– Includes duplicate detection
Delete holdings on bibliographic records
Batch Processing – Types of ProjectsBatch Processing – Types of Projects
Retrospective projects– Common for new OCLC members
Reclamation projects– Sync holdings in WorldCat with holdings from ILS– Remove holdings for items no longer in collection and add
holdings to items currently in collection
Ongoing projects– Maintain holdings in WorldCat through regular batchloads
Group projects– Single file of records from many libraries– Holdings are set based on information in each record
Batch ProcessingBatch ProcessingInput is file of bibliographic records from local system for OCLC to process offline
Non-MARC records converted to OCLC-MARC
Optionally, receive WorldCat records from OCLC
For more information
www.oclc.org/batchprocessing
Batch Processing – Local HoldingsBatch Processing – Local Holdings
Input file of summary serials holdings information from local system for OCLC to process offline– Input may be MARC or Non-MARC
Maintain Local holdings in WorldCat– useful for FirstSearch and Resource Sharing
http://www.oclc.org/batchprocessing/options/holdings/localdatarecords/default.htm
Bibliographic record snapshot Bibliographic record snapshot
Formerly Local Database Creation
Enables libraries to obtain subset of their records from OCLC – By date range
Enables libraries to obtain a complete file of their records from OCLC– From initial use of WorldCat to present
Useful for ILS migration / updates
Orders & DocumentationOrders & Documentation
Ordering process– Complete Batchload Order Form– Complete EDX Assessment Form– http://www.oclc.org/batchprocessing/ordering/default.htm
Documentationhttp://www.oclc.org/support/documentation/
batchprocessing/default.htm
OCLC CatExpressOCLC CatExpressFast, efficient cataloging
Access to OCLC’s WorldCat™
Access through web browser
– Any workstation with Internet access
Easy to learn, simple to use
– no knowledge of MARC necessary
Interface is in English and French
OCLC CatExpressOCLC CatExpress2,128 subscribers,
– individually, and in 83 groups.
In FY 2006/07 CatExpress subscribers set over 1.8 million holdings.
Subscriptions start at 250 titles per year
– 500 titles, 1,000 titles – 7,000 titles
CatExpress BenefitsCatExpress BenefitsEnables libraries to– Search for all types of materials– Acquire bibliographic records in MARC format– Maintain holdings in WorldCat™– Perform limited record editing– Print spine and pocket labels
Robust Help: field definitions, explanations of available options
How CatExpress worksHow CatExpress worksLog onto OCLC CatExpress – http://catexpress.oclc.org
Search WorldCat™
Choose preferred record
Add local information to record
OCLC-MARC record available same day or next day
Transaction reports monthly
CatExpress DocumentationCatExpress Documentation
http://www.oclc.org/support/documentation/catexpress/
CatExpress TrainingCatExpress Training
http://www.oclc.org/support/training/catexpress/default.htmhttp://www.oclc.org/support/training/catexpress/default.htm
OCLC Online Computer Library Center
TryCatExpress
TryCatExpress
Custom CatalogingCustom Cataloging• Contract cataloging
• Special projects (formats or languages)
• Ongoing cataloging
• Retrospective conversion
• To make collections available online
OCLC has been a leading provider since 1976
eSerials Holdings Service eSerials Holdings Service
Automatically maintains holdings for eSerials on a monthly basis– and provides reports of titles added, deleted
or unresolved, and merged records.
Four vendor partners: – EBSCO, OCLC Openly 1Cate,– Serials Solutions and TDNet.
The automatic delivery of associated bibliographic records coming soon
WorldCat Cataloging Partners WorldCat Cataloging Partners
Basic service—automated copy cataloging– Included in Cataloging subscription
100% record delivery – Custom quote, based on cataloging volume
Custom record delivery– Custom quote, based on cataloging volume
Current partners:– http://www.oclc.org/catalogingpartners/
partners/default.htm
Custom CatalogingCustom CatalogingSample projects include: – Cataloging of digital materials– Reclassification for LC and Dewey collections– Physical processing to make items shelf-ready
Holdings comparison; – OCLC staff compare a library’s database to
WorldCat to identify holdings
Orders & SupportOrders & SupportCustom Cataloging Request for Proposal
Conversion Request for Proposal
http://www.oclc.org/customcataloging/ordering/default.htm
Success Stories– http://www.oclc.org/customcataloging/
success/default.htm
Questions
&
Discussion
For more information…For more information…
Kathy Kie
+011 614-761-5183
For technical assistance:
Customer Support Desk
+011 [email protected]
Thank You!Thank You!