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Use 20100225 bl webinar revised

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  • If your institution's holdings have not been fully maintained in WorldCat, you may have no easy way of identifying the records for which you need to cancel or set holdings. When this occurs, you can order a reclamation project. For a reclamation project: • You send all the records from your local system to OCLC to set your library’s holdings in WorldCat. • As your institution’s holdings are set, the date of this batchload transaction is “stamped” on each record. • After batch processing is complete, a Scan/Delete is performed that removes your holdings from records with a date stamp earlier than the date of the batchload transaction (typically the date when you extracted your records for submittal to OCLC). • Any holdings set after the date of the Scan/Delete are retained in WorldCat. Therefore, you can continue online cataloging while your records are processed. OCLC recommends, however, that you stop deleting holdings until the reclamation project is complete. By default, Scan/Deletes are processed to skip any holding set on a record that has a local holdings record (LHR) attached. The LHR itself will remain, and the holding will remain set on the record, regardless of date stamp. However, you can request to remove the LHR and the related holding. When you order a reclamation project, you can also request to add your records to WorldCat that do not match existing WorldCat records. A Retrospective project is a one-time load without a Scan/Delete. This type of load might for a new OCLC member that has no holdings in WorldCat, for libraries that catalog online with OCLC but never added holdings for items acquired prior to joining OCLC , or if you need to simple fill gaps in your WorldCat holdings or gaps in OCLC numbers in your local system (e.g., special collections). Ongoing batchload: Once your holdings are in sync with WorldCat, you may want to order ongoing batchload to keep them up-to-date. Use ongoing batch processing to continue setting or canceling holdings as your library collection changes. Receive OCLC control numbers in the same format as you requested for the Retro/Reclmn.
  • There are three options to obtain OCLC control numbers from the batch process: (click)Cross Reference (or XREF) Report (click)Your library’s records returned with the OCLC number in them (click)Full OCLC-MARC recordsI’ll explain the content of each of these in the next several slides. (click)
  • By default, batch processing generates a two-column text file that lists the matching OCLC numbers (without prefix and without padded zeros) across from the numbers in the 001 fields of the batchload files processed. If your local Unique Record ID is not originally in the 001 field, batch pre-processing routinely moves it to field 001 so it will be listed across from the appropriate matching OCLC number in the XREF report. We require you indicate where in the bib record you Local System control number is located, so we can map it to the 001.(The theory behind the XREF report is to use your Unique Record ID to find the appropriate record in your local system, then merge in the associated OCLC Control number. Many institutions have used the XREF successfully but some do not have the technical staff to utilize this text report. If you do not have the expertise locally you may need to work with your ILS vendor, OCLC cannot provide this level of support.The XREF report is posted for pick-up on the OCLC Product Service Web or by logging into your EDX account. You can request they be emailed if desired.
  • You can request we return a copy of the records submitted for batch processing, with the OCLC Control Number merged into those records.By default, the OCLC number is merged into 035 $a with the OCoLC prefix, no other changes are made to your record; If you need to have the OCLC number merged into the 001 field, with or without the ocm/ocn prefix, you can indicate this on the order form. Your file or files of records containing the merged OCLC number are available for pick-up as soon as each one completes batch processing.
  • A third option is getting a file of the matching OCLC MARC Records. When institution request OCLC MARC record batch services typically merges local data form the incoming record into the copy of the OCLC MARC master record returned, especially the library’s Unique Record ID needed for loading back into the local system. Other fields can also be transferred to the records, such as local notes, local call numbers and critical 9XX fields. By default, full OCLC MARC Records returned contain the OCLC control number in both the 001 and the 035. 001 prefixed by ocm or ocn035 $a prefixed by (OCoLC)Custom post-processing is available if these default locations of the OCLC number do not suite your needs. For example, an institution may prefer their unique system control numbers to be in the 001 field of the OCLC MARC record returned. Post-processing can replace the OCLC numbers in the 001 with your local system control numbers. (click)Note that, unlike the other two output options, there may be extra costs involved to produce full OCLC-MARC Records. Consult your Regional Service Provider or OCLC Library Services Representative for more information.
  • Transcript

    • 1. Batch Processing OverviewFor audio please call :1-866-699-3239 Event number: 719 119 553
      14 June 2010
      Defining Process and Selecting Projects & Output
    • 2. Agenda
      OCLC “basics”
      Review Types of Batchload Projects (bibs)
      Explore Options for OCLC control number return
      Ordering Options
      Process Workflow
      Questions
    • 3. Objectives
      Understand OCLC Holdings and Control Numbers
      Identify the project type(s) appropriate for my library
      Identify the best output option(s) for my library
      Follow the basic OCLC Batchload process
      Submit an online Batchload Order Form to OCLC
      Access Batch Processing documentation
    • 4. Some OCLC “basic”
      Holdings
      OCLC Institution Symbol
      OCLC Holding Library Codes (branch)
      OCLC Control Numbers
    • 5. Some OCLC “basics”
      OCLC Control Number
      Accession Number
    • 6. FirstSearch
    • 7. FirstSearch holdings display
    • 8. OCLC Connexion (browser)
    • 9. Connexion (client)
    • 10. WorldCat.org
    • 11.
    • 12. Common Project Types
    • 13. Batchload Output
      Batchload
      Project
      Cross
      Reference
      (XREF)
      Report
      Library
      Records
      w/ OCLC
      Numbers
      Full
      OCLC-MARC
      Records
    • 14. Cross Reference Report
      • Two-column text file
      • 15. Matches OCLC numbers to numbers in 001 of incoming files
      OCLC XREF REPORT
      OCLC Submitted
      Control # 001 Field
      13385800 .b12306162
      4150423 .b12722509
      35676221 .b18265662
      472459423 .b1961309x
      472459432 .b27839473
      31771726 .b29816646
    • 16. Your Records w/ OCLC Numbers
      • OCLC number merged into 035 $a with “(OCoLC)” prefix*
      Example:
    • 17. Full OCLC-MARC Records*
      * Unlike the first two output options, there may be costs associated with producing full OCLC-MARC records.
      • Merged local fields into copies of OCLC-MARC records
      • 18. OCLC numbers in 001 prefixed with ocn or ocm
      • 19. OCLC number in 035 $a prefixed with “(OCoLC)”
      • 20. Custom post-processing is possible
      Example:
      001 ocm00576136
      035 |a(OCoLC)576136
    • 21. Batchload Project Process
      Step 1: Ordering (Library)
      Step 2: Submitting Files to OCLC (Library)
      Step 3: Pre-processing/Matching (OCLC)
      Step 4: Reports and/or Record Output
    • 22. Step 1: Ordering
      Initiate a Batchload project & obtain a Project ID, complete an order form.
      Online Service Center (OSC)
      or
      “Old” (non-standard) Batchload Order form
    • 23. Step 1: Ordering from OSC
      Criteria for OSC form:
      Setting holdings single (1) OCLC institution symbol
      Bibliographic data is MARC21 (MARC8 or UTF8 encoded)
      Options for OCLC # in Own Record Return work for you
      Do NOT need OCLC-MARC record return
    • 24. Automated workflow
      Automated messaging: Project ID
      Standard setup created based on order criteria
      Project Active upon file receipt
      Standard output options are acceptable
      http://www.oclc.org/servicecenter
      http://www.oclc.org/us/en/support/documentation/batchprocessing/using/checklistfororderingBib.pdf
    • 25. Step 1: Ordering via “old” Batchload Order form
      Criteria for “old” Batchload Order form:
      Group batchload (setting multiple OCLC Institution Symbols based on library identifier within record)
      OCLC MARC Records return
      OCLC # format in Own Record Return not on OSC form
      Non-MARC input data
    • 26. Manual Workflow
      Project logged manually, Project ID e-mailed
      Queued for Database Specialist Evaluation
      Translation Table work (group)
      OCLC MARC output: local data mapping requirements
      Non-standard OCLC # format in Own Record Return
      If Non-MARC, script to convert to MARC
      https://www3.oclc.org/app/batchload/
    • 27. Step 2: Submitting Files to OCLC
      Electronic Data Exchange (EDX)
      Account created for Institution Symbol
      Distinct User Name & Password
      FTP
      Larger files (up to 90,000 records each)
      OCLC Product Services web (PS Web)
      Web application
      Log on with OCLC autho/password (Connexion, FirstSearch, ILL)
      Upload in browser
      Smaller files (fewer than 40,000 records each)
    • 28. Step 2: File submittal
      DATA file (contains MARC records)
      DATA.D091101
      LABEL file (plain text file about the DATA file)
      LABEL.D091101
      DAT 20091101000000.0
      RBF 85950
      DSN DATA.D091101
      ORS XYZ
      FDI P012472
    • 29. File names
      Multiple files
      DATA.D100225.FILE1
      DATA.D100225.FILE2
      DATA.D100225.LAST
      LABEL.D100225.FILE1
      LABEL.D100225.FILE2
      LABEL.D100225.LAST
      One file only for a one-time project, use .LAST
      DATA.D100303.LAST
      LABEL.D100303.LAST
    • 30. Step 3: Pre-Processing
    • 31. Step 3: Record Matching
      Separate matching categories:
      (1) OCLC Number matching
      (2 ) “Other” Unique Key matching
      (3) Extended Matching
      Qualifiers available for each category:
      (1) Language of Cataloging (040 $b)
      (2 ) Date of Publication (from Fixed Field)
      (3) Derived Title Key (from 245, 246 & 247)
      (4) Material Type (Book, Electronic Resource, VHS, Score, etc)
    • 32. Step 4: Reports and/or Records
      Batchload Processing Summary
      Cross Reference Report
      MARC Record Output
      Own Records with OCLC# merged
      OCLC MARC Records with local fields merged
      Other MARC record files including,
      UNRES
      DUPS
      DESL
    • 33. Vendor Records
      Do you have rights to redistribute?
      If not, have you asked for permission?
      http://www.oclc.org/us/en/worldcatlocal/support/vendor.htm
      WCLVendorRecords@oclc.org
    • 34. Other processes
      Symbol Flips
      Branch Level Scoping (full WorldCat Local only)
      Local Holdings Records Updating service (LHRUS)
      Create LHRs from Bib Data (BHR processing)
    • 35. Documentation
      Batchload Solutions for Bibliographic Records
      “Quick Reference guide”
      http://www.oclc.org/support/documentation/batchprocessing/using/bibbatchsolutions.pdf
      Batch ordering
      http://www.oclc.org/support/forms/batchprocessing/default.htm
      General Batch processing Documentation
      http://www.oclc.org/support/documentation/batchprocessing/default.htm
      Matching Overview
      http://www.oclc.org/us/en/support/documentation/batchprocessing/using/record_matching/record_matching_overview.pdf
    • 36. Questions?
      OCLC Consultative Services
      consult-svcs@oclc.org
    • 37. Feedback!
      The “new” OSC order form/process
      Webinar
      Joanne Gullo gulloj@oclc.org