planning for life after oclc passport for cataloging an overview of the new oclc cataloging service...
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Planning for Life after OCLC
Passport for Cataloging
An overview of the new OCLC cataloging service
Revised April 2002
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The Catalog Today
New record every 15 seconds
WorldCatWorldCat
Bibliographic
Holdings
Library contributors
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The Catalog in the Future …
libraries
museums
archives
publishersauthors
WorldCatWorldCat
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Benefits of Expanding WorldCat
• Easier to locate the record that you need:– More and better 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
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Metadata ExpansionMetadata Expansion
MARC21MARC21
Text Encoding InitiativeText Encoding Initiative
Encoded Archival DescriptionEncoded Archival Description
ONIXONIXOnline Information ExchangeOnline Information Exchange
UKMARCUKMARC
Dublin CoreDublin Core
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What is the New Service?
• Single entry point to OCLC Cataloging Services
• As opposed to:
OCLCPassport
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What is the New Service?
• Combines the best of OCLC Web and Windows-based interfaces
• Springboard into enhanced WorldCat
• Browser-based
• Advanced Windows-based client coming to complement the browser-based OCLC cataloging service
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What to Expect
• MARC & Dublin Core
• All formats
• NACO
• Linked authorities
• Ability to produce cards, accession lists, etc.
• And more…
• Macros
• Local Files
• Unicode
• Enhanced WorldCat
• Additional metadata types
• Scoping
• Customizable interface
• Labels
First Release Future Releases
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What will it look like?
• OCLC is working on the interface now
• Elements are already in some OCLC products
– OCLC FirstSearch
– OCLC ILL Web
– OCLC CORC & CatExpress
• The prototype
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Save Time with the New Cataloging Service
• 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
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Target Schedule
• Phased transition
• Phase-out standalone cataloging products
• Offer levels of functionality to match different library/cataloger needs
• Cataloging & Metadata Services strategy web site www.oclc.org/strategy/cataloging/
• “Guide to Migration” Brochure www.oclc.org/strategy/cataloging/guidetomigration. pdf
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OCLC Cataloging & Metadata Services Timeline
July 2002 December 2002
Jan – June 2003
July 2003 Dec 31 2003
First release of the new OCLC Cataloging service
New OCLC Cataloging service enhanced
New OCLC Cataloging service enhanced on a regular basis
New OCLC Cataloging service enhanced
New OCLC Cataloging service enhanced
New OCLC cataloging service enhanced on a regular basis
Passport for cataloging no longer supported, but it will continue to work with OCLC cataloging until 12/31/03
User migration continues
Optional Windows-based power cataloging tools available
Passport for cataloging no longer operational
Try out the new OCLC cataloging service during this time and decide when you want to migrate
User migration continues
User migration continues
Passport for cataloging user migration complete
CORC & CatExpress functionality becomes part of the new OCLC cataloging service
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Who will change to the New OCLC Cataloging Service, and when?
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You Choose your Day One
• You can try out the service anytime after June 30, 2002.
• Your current cataloging authorization will work with the new cataloging service
• You choose how to migrate
– All at once or individually
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Migration Considerations – SaveFile
• The Online SaveFile is different depending on the interface used
– Records started using Passport or CatME must be completed using Passport or CatME
– Records started using the new cataloging service must be completed using the new service
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Migration Considerations – Export
• The new cataloging service will support:
– TCP/IP Export
– Export to a file
• The TCP/IP export is direct to the library system, and may require access through your firewall
• The export record format is the same as with Passport!!!
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TCP/IP Export – Passport
TCP/IP ExportTCP/IP Export To ILSTo ILS
PassportPassport
OCLCRecordOCLC
Record
LibrarySystemLibrarySystem
XPOXPO
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TCP/IP Export – New OCLC Cataloging Service
BrowserBrowser
OCLCRecordOCLC
Record
LibrarySystemLibrarySystem
ExportExport
TCP/IPTCP/IP
FireWallFireWall
Call your NetworkAdmin.
Call your NetworkAdmin.
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Migration Scenarios
Passport New Cataloging ServiceAll at Once
Passport CatME New Cataloging Service
Interim Step
CJK and Arabic SW
Passport New Cataloging ServiceCatME
Original
Copy
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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
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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
• Initial release will include online activity plus macros
• Future releases will include offline local file and batch features
• Release expected first half of 2003
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CatME… an Alternative
• An alternative to Passport… an interim step towards migrating to the new OCLC cataloging service
• If you’d like to move from Passport, but the new OCLC cataloging service isn’t right for you yet, consider CatME
• CatME will be discontinued in the future only after all functionality is added to the new OCLC cataloging service; date has not been set
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Functionality
• Supports all Cataloging functionality
– NACO support for creating/replacing authority records added October 2001
– New “terminal” module to allow you to telnet to your local system to run macros between your local system and CatME added in February 2002
• Work online, interactively, as in Passport, or work offline with records in a local file
• Batch searching and processing is an option
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CatME Software
• CatME 2.10 currently available for download from the OCLC Web site
• CatME 2.10 will be available on the OCLC Access Suite compact disc 2nd quarter 2002
• http://www.oclc.org/catme
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Migration Tools and Technical Requirements
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Migration Tools
• Guide to Migration
– www.oclc.org/strategy/cataloging
• Checklist of functionality
• Functionality comparison
• Web-based training
• OCLC & your regional service provider
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Technically Speaking• Workstations
– Plan for workstations that can support the latest in Microsoft operating systems
• Software– Windows ME, Windows 2000, Windows XP
– Internet Explorer or Netscape Navigator• IE must be loaded on your PC, but you may use
Netscape Navigator as your interface
– Microsoft Office
– Windows 95 support has ended
– OCLC will not support Windows 98 or NT4.0 after June 2003
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Technically Speaking
• Internet connection
• The new OCLC cataloging service will not work on OCLC Direct Dial
• Normal Access and Support Fees will apply.
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Useful URLs
• www.oclc.org/strategy/cataloging
• www.oclc.org/catme
• www.oclc.org/strategy/cataloging/guidetomigration.pdf
• www.oclc.org/strategy/cataloging/faq