OLA 2009: OLA 2009: Maximizing the Value of Your Maximizing the Value of Your OCLC Cataloging Subscription OCLC Cataloging Subscription Presented by Rick Newell Sr. Training & Support Coordinator OCLC Western
Agenda Agenda • Definition of cataloging subscription • Services included in cataloging or CatExpress subscription • Opportunities to earn credits • Tips and tricks • Statistical reports • Training
What Kind of OCLC Cataloging What Kind of OCLC Cataloging Subscription Do You Have? Subscription Do You Have? Full Cataloging subscription (Connexion) Invoice: product code beginning FIX Connexion Connexion client browser
What Kind of OCLC Cataloging What Kind of OCLC Cataloging Subscription Do You Have? Subscription Do You Have? CatExpress subscription Invoice: product code beginning with CXP CatExpress
Interface Choices Interface Choices • Full cataloging subscription: • Connexion client • Connexion browser • CatExpress • Z39.50 • CatExpress subscription: • CatExpress only
Don’t Worry About Connect Time Don’t Worry About Connect Time
All Bibliographic Searches Included All Bibliographic Searches Included Both full cataloging and CatExpress
All Bibliographic Exports Included All Bibliographic Exports Included Both full cataloging and CatExpress
Holdings Updates Holdings Updates • Full cataloging subscription: included • CatExpress: subscribe at desired level; pay “excess usage” charge per record at renewal time
Authority Searches Included Authority Searches Included Full cataloging only
Authority Exports Included Authority Exports Included Full cataloging only
Catalog Cards Catalog Cards • Full Cataloging only • If your library is currently profiled for catalog cards, they are included in your subscription • Shipping not included
Bibliographic Notification (BibNote) Bibliographic Notification (BibNote) • Both full cataloging and CatExpress • Delivers updated copy of bibliographic record when • 505 field (Contents) is added or edited • Encoding Level changes FROM 2, 3, 5, 7, 8, K, or M TO a higher level
WorldCat Cataloging Partners WorldCat Cataloging Partners Both full cataloging and CatExpress
Accessions List Accessions List • Full cataloging only • Sorting options • Author • Call number • Subject • Title
eSerials Holdings Service eSerials Holdings Service Both full cataloging and CatExpress
Batchloading Batchloading • One free retrospective batchload or reclamation project (Both full cataloging and CatExpress) • Ongoing batchload to set holdings (Full cataloging only; one-time $338 setup fee may be required) • Ongoing batchload to delete holdings (Both full cataloging and CatExpress)
Opportunities to Earn Credits: Opportunities to Earn Credits: Types of Credits Types of Credits Full cataloging only • Original cataloging credit • Database enrichment credit • Minimal record upgrade credit • Online holdings deletion credit
Opportunities to Earn Credits: Opportunities to Earn Credits: Details on enrichment and upgrade Details on enrichment and upgrade Bibliographic Formats and Standards , chapter 5: www.oclc.org/bibformats
Expert Community Experiment: Expert Community Experiment: What It Is What It Is • Lifts restrictions on editing of WorldCat master records for 6 months (February-July) • Allows full-level cataloging authorizations to make additions and changes to almost all fields in almost all records www.oclc.org/ worldcat/ catalog/ quality/ expert/
Expert Community Experiment: Expert Community Experiment: Benefits Benefits
Expert Community Experiment: Expert Community Experiment: Why You Should Participate Why You Should Participate Have you ever been frustrated in situations like these: • “There are digits transposed in this class number … why can’t I fix it?” • “I discovered a problem in the new record I created last week but since other institutions have already used the record, now I can’t correct it!” … [insert your personal frustration here]
Expert Community Experiment: Expert Community Experiment: Current Enhance Program Vs. Experiment Current Enhance Program Vs. Experiment In current Enhance program: • Apply for Enhance in specific format (e.g., books, visual materials, sound recordings) • Submit sample of 10-15 original records in specific format • If approved, Enhance member may change almost any field in almost any member-input master record in specific format In Experiment: • Any full-level cataloging member may change almost any field in almost any member-input master record in any format
Expert Community Experiment: Expert Community Experiment: Guidelines For Use of Replace Function Guidelines For Use of Replace Function As with the Enhance Program— First, do no harm! and If in doubt, don’t!
Expert Community Experiment: Expert Community Experiment: Exclusions and Inclusions Exclusions and Inclusions Excluded —PCC records (both BIBCO and CONSER) Included —LC records not coded as PCC CIP records not coded as PCC can be changed but the Encoding Level must remain ‘8’
Expert Community Experiment: Expert Community Experiment: How to Replace Master Records How to Replace Master Records Connexion Client users: • May replace record without locking it first • May do replaces in batch activity Connexion Browser users: • Must lock the record first
Expert Community Experiment: Expert Community Experiment: How To Track Your Experiment Activity How To Track Your Experiment Activity • Replaces done in this Experiment will be counted under a new product code of ONT6390 ONT6390 • Product code will appear on OCLC Product Code Detail Usage Report (psw.oclc.org) • No credit will be granted (yet) • OCLC will be monitoring new activity carefully • OCLC will determine a lump sum credit adjustment later
Expert Community Experiment: Expert Community Experiment: Timetable & Requirements Timetable & Requirements • Began Mid-February • Will continue for 6 Months • Users do not need new cataloging authorization • all existing full-level authorizations have new capabilities • WorldCat Quality Management will review expanded reporting to assist them in monitoring and evaluating the experiment
Tips & Tricks Tips & Tricks Connexion Client Connexion Browser CatExpress
Authorizations: Authorizations: Report Report Authorization report (contact OCLC Western to obtain)
Authorizations: Authorizations: OCLC Forms Page OCLC Forms Page https://www3.oclc.org/forms/
Authorizations: Authorizations: Access & Authorization Form Access & Authorization Form
Authorizations: Authorizations: Access & Authorization Form Access & Authorization Form
Connexion Client: Connexion Client: Store Authorization Store Authorization Tools > Options > Authorization
Connexion Client: Connexion Client: Batch Holdings Deletion Batch Holdings Deletion
Connexion Client: Connexion Client: Set Validation Level Set Validation Level Tools > Options > General > Validation Level Options
Connexion Client: Connexion Client: Constant Data Constant Data
Connexion Client: Connexion Client: Constant Data Constant Data
Connexion Client: Connexion Client: Text Strings Text Strings
Connexion Client: Connexion Client: Text Strings Text Strings Yachats Yachats Yachats Yachats Yachats
Connexion Client: Connexion Client: Customize Screen Colors Customize Screen Colors Tools > Options > Record Display
Connexion Client: Connexion Client: Customize Toolbar Customize Toolbar Tools > Toolbar Editor
Connexion Browser: Connexion Browser: Store Authorization Store Authorization
Connexion Browser: Connexion Browser: Hide Tabs You Don’t Use Hide Tabs You Don’t Use General > Admin > General Options > Interface Customization Options
Connexion Browser: Connexion Browser: Change Background Color Change Background Color General > Admin > General Options > Interface Customization Options
Connexion Browser: Connexion Browser: Set Default Views Set Default Views General > Admin > General Options > Cataloging Options
Connexion Browser: Connexion Browser: Set Validation Level Set Validation Level General > Admin > General Options > Cataloging Options
Connexion Browser: Connexion Browser: Set Result Set Size Set Result Set Size General > Admin > General Options > Cataloging Options
Efficient Searching: Efficient Searching: Language of Cataloging Description Language of Cataloging Description • Language of bibliographic record, NOT language of material it describes • ll:eng limits search results to English-language cataloging
Efficient Searching: Efficient Searching: Language of Cataloging Description Language of Cataloging Description • Connexion Client: Set truncated list to display CatL column • (Right-click) > List Settings
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