OLA 2009: OLA 2009: Maximizing the Value of Your Maximizing the - - PowerPoint PPT Presentation

OLA 2009: Maximizing the Value of Your OCLC Cataloging Subscription OLA 2009: Maximizing the Value of Your 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 Subscription Do You Have? What Kind of OCLC Cataloging Subscription Do You Have?

Full Cataloging subscription (Connexion) Invoice: product code beginning FIX Connexion client Connexion browser

What Kind of OCLC Cataloging Subscription Do You Have? What Kind of OCLC Cataloging 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
• nly; one-time $338 setup fee may be required)
• Ongoing batchload to delete holdings (Both full

cataloging and CatExpress)

Opportunities to Earn Credits:

Types of Credits

Opportunities to Earn 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:

Details on enrichment and upgrade

Opportunities to Earn Credits:

Details on enrichment and upgrade

Bibliographic Formats and Standards, chapter 5: www.oclc.org/bibformats

Expert Community Experiment:

What It Is

Expert Community Experiment:

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:

Benefits

Expert Community Experiment:

Benefits

Expert Community Experiment:

Why You Should Participate

Expert Community Experiment:

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:

Current Enhance Program Vs. Experiment

Expert Community 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:

Guidelines For Use of Replace Function

Expert Community Experiment:

Guidelines For Use of Replace Function

As with the Enhance Program— First, do no harm! and If in doubt, don’t!

Expert Community Experiment:

Exclusions and Inclusions

Expert Community Experiment:

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:

How to Replace Master Records

Expert Community Experiment:

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:

How To Track Your Experiment Activity

Expert Community Experiment:

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:

Timetable & Requirements

Expert Community Experiment:

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:

Report

Authorizations:

Report

Authorization report (contact OCLC Western to obtain)

Authorizations:

OCLC Forms Page

Authorizations:

OCLC Forms Page

https://www3.oclc.org/forms/

Authorizations:

Access & Authorization Form

Authorizations:

Access & Authorization Form

Authorizations: Access & Authorization Form Authorizations: Access & Authorization Form

Connexion Client:

Store Authorization

Connexion Client:

Store Authorization

Tools > Options > Authorization

Connexion Client:

Batch Holdings Deletion

Connexion Client:

Batch Holdings Deletion

Connexion Client:

Set Validation Level

Connexion Client:

Set Validation Level

Tools > Options > General > Validation Level Options

Connexion Client:

Constant Data

Connexion Client:

Constant Data

Connexion Client:

Constant Data

Connexion Client:

Constant Data

Connexion Client:

Text Strings

Connexion Client:

Text Strings

Connexion Client:

Text Strings

Connexion Client:

Text Strings Yachats Yachats Yachats Yachats Yachats

Connexion Client:

Customize Screen Colors

Connexion Client:

Customize Screen Colors

Tools > Options > Record Display

Connexion Client:

Customize Toolbar

Connexion Client:

Customize Toolbar

Tools > Toolbar Editor

Connexion Browser:

Store Authorization

Connexion Browser:

Store Authorization

Connexion Browser:

Hide Tabs You Don’t Use

Connexion Browser:

Hide Tabs You Don’t Use

General > Admin > General Options > Interface Customization Options

Connexion Browser:

Change Background Color

Connexion Browser:

Change Background Color

General > Admin > General Options > Interface Customization Options

Connexion Browser:

Set Default Views

Connexion Browser:

Set Default Views

General > Admin > General Options > Cataloging Options

Connexion Browser:

Set Validation Level

Connexion Browser:

Set Validation Level

General > Admin > General Options > Cataloging Options

Connexion Browser:

Set Result Set Size

Connexion Browser:

Set Result Set Size

General > Admin > General Options > Cataloging Options

Efficient Searching:

Language of Cataloging Description

Efficient Searching:

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:

Language of Cataloging Description

Efficient Searching:

Language of Cataloging Description

• Connexion Client: Set truncated list to display CatL

column

• (Right-click) > List Settings

Efficient Searching:

Language of Cataloging Description

Efficient Searching:

Language of Cataloging Description

Connexion Browser: Can select ll: from menu Connexion client: Must enter in command line

Efficient Searching:

Material Type Qualifier

Efficient Searching:

Material Type Qualifier

Efficient Searching:

Date Qualifier

Efficient Searching:

Date Qualifier

CatExpress:

Record Delivery Options

CatExpress:

Record Delivery Options

• If you have next-day delivery of records, consider

changing to same day

• To do this, email OCLC Western: western@oclc.org

CatExpress:

Record Delivery Options: Next Day

CatExpress:

Record Delivery Options: Next Day

Next-day delivery: Product Services Web

CatExpress:

Record Delivery Options: Same Day

CatExpress:

Record Delivery Options: Same Day

Same-day delivery

CatExpress:

Set Preferences

CatExpress:

Set Preferences

General > Admin > Express Options

Statistical Reports:

CatExpress

Statistical Reports:

CatExpress

Product Services Web: http://psw.oclc.org

Statistical Reports:

CatExpress

Statistical Reports:

CatExpress

Current month and year-to-date

Statistical Reports:

Connexion Browser and Client

Statistical Reports:

Connexion Browser and Client

www.stats.oclc.org

Statistical Reports:

Connexion Browser and Client

Statistical Reports:

Connexion Browser and Client

www.stats.oclc.org

Statistical Reports:

Connexion Browser and Client

Statistical Reports:

Connexion Browser and Client

www.stats.oclc.org

Statistical Reports:

Connexion Browser and Client

Statistical Reports:

Connexion Browser and Client

www.stats.oclc.org

Statistical Reports:

Connexion Browser and Client

Statistical Reports:

Connexion Browser and Client

www.stats.oclc.org

Thank You! Thank You!

Contact the presenter: Rick Newell newellr@oclc.org Or 1-800-854-5753