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WorldCat Holdings Presentation

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  • 1. WorldCat Holdings: Why They Matter and the Tools 6 January 2010 to Maintain Them For Texas Navigator libraries Presented by Rick Newell Senior Training Coordinator OCLC
  • 2. Agenda • Why accurate WorldCat holdings are important • Holdings and Local Holdings in WorldCat • What are the methods for holdings maintenance and which should you use? 2
  • 3. Why Accurate WorldCat Holdings Are Important • For your patrons • WorldCat Navigator • WorldCat.org • WorldCat Local • FirstSearch • For your staff and the library cooperative • Interlibrary loan (WorldCat Resource Sharing) • WorldCat Collection Analysis 3
  • 4. WorldCat Navigator 4
  • 5. WorldCat.org www.worldcat.org Your library here ? 5
  • 6. WorldCat Local 6
  • 7. FirstSearch Your library 7
  • 8. WorldCat Resource Sharing We weeded this 5 years ago! 8
  • 9. Deleting Holdings - When You No Longer Own an Item • Accurately reflect your holdings to other libraries in WorldCat Navigator, and to users in FirstSearch, WorldCat.org and WorldCat Local • ILL staff will not get requests for items you no longer own • Accurately identify gaps in your collection as well as your unique holdings using Collection Analysis 9
  • 10. WorldCat Collection Analysis 10
  • 11. Holdings and Local Holdings in WorldCat • Holdings • Title – level holdings • Your 3 or 5 character OCLC symbol added to a bibliographic master record to indicate that you own or have access to the item • Local Holdings • Item specific holdings, for example: • volumes, issues, years held of a serial • lending or copying policies for reference book or rare book 11
  • 12. Holdings and Local Holdings 12
  • 13. Holdings and Local Holdings Holdings Local Holdings 13
  • 14. What Methods are there for Maintaining Holdings in WorldCat? • Batch Processing •Connexion client • CatExpress •Connexion browser •Z39.50 cataloging •E-serials holdings •WorldCat Cataloging Partners •WorldCat Collection Sets • CONTENTdm •OCLC GovDoc Service • Contract Cataloging 14
  • 15. Methods of Holdings Maintenance • Add or delete large numbers of holdings • Retrospective • Reclamation • On-going 15
  • 16. Methods of Holdings Maintenance CatExpress 16
  • 17. Methods of Holdings Maintenance • Connexion Client • Interactively update and delete holdings • Batch update and delete holdings • Connexion Browser • Interactively update and delete holdings • Create local holdings 17
  • 18. Methods of Holdings Maintenance Connexion Client 18
  • 19. Methods of Holdings Maintenance Connexion Browser 19
  • 20. Methods of Holdings Maintenance • Search and download bibliographic records from your Z39.50 compliant local library system • Set holdings online through OCLC Z39.50 service or return holdings through Batch services 20
  • 21. Methods of Holdings Maintenance • Works with your e-serials management vendor • WorldCat Link Manager, EBSCO Link Source, Serials Solutions 360 Link, TD-Net e-Resource Manager • Automates setting and maintaining your ISSN-based electronic serials holdings 21
  • 22. Methods of Holdings Maintenance • MARC records for materials received through your vendors with holdings automatically set in WorldCat • Three levels of service: • Basic (former PromptCat) • 100% record delivery • Customized record delivery 22
  • 23. Methods of Holdings Maintenance • MARC records for vendor sets of microform and electronic collections • Holdings automatically set in WorldCat 23
  • 24. Methods of Holdings Maintenance • MARC records for U.S. government documents • Holdings automatically set in WorldCat 24
  • 25. Methods of Holdings Maintenance • Discovery of your unique Digital Collections: • WorldCat Digital Collection Gateway • Connexion Digital Import 25
  • 26. Methods of Holdings Maintenance • MARC records for all formats in 60 languages • Holdings set in WorldCat 26
  • 27. What Methods of Holdings Maintenance Should You Use? 27
  • 28. Next Steps • Batchloading webinars week of January 25th (more information coming soon) • If your library has never added holdings to OCLC: probably a batchloading retrospective project • If your library already has holdings in OCLC: decide whether you need a batchloading reclamation project • Decide how you want to maintain holdings on ongoing basis 28
  • 29. Next Steps • Work through checklist • Read more about specific tools you choose at www.oclc.org • To discuss holdings maintenance tools in terms of your library’s needs, or to get help with setting up a service, contact OCLC Customer Support: • 800-848-5800 • support@oclc.org 29