0
WorldCat Holdings: Why
                 They Matter and the Tools
6 January 2010
                 to Maintain Them


     ...
Agenda




 • Why accurate WorldCat holdings are important

 • Holdings and Local Holdings in WorldCat

 • What are the me...
Why Accurate WorldCat Holdings Are
Important


 • For your patrons
    • WorldCat Navigator

    • WorldCat.org

    • Wor...
WorldCat Navigator




                     4
WorldCat.org

www.worldcat.org




           Your library here ?




                                 5
WorldCat Local




                 6
FirstSearch




        Your library


                       7
WorldCat Resource Sharing




                            We weeded
                            this 5 years
             ...
Deleting Holdings - When You No
Longer Own an Item


 • Accurately reflect your holdings to other libraries in
   WorldCat...
WorldCat Collection Analysis




                               10
Holdings and Local Holdings in WorldCat


 • Holdings
    • Title – level holdings

    • Your 3 or 5 character OCLC symbo...
Holdings and Local Holdings




                              12
Holdings and Local Holdings


  Holdings                    Local Holdings




                                           ...
What Methods are there for Maintaining
Holdings in WorldCat?


  • Batch Processing         •Connexion client

  • CatExpr...
Methods of Holdings Maintenance




  • Add or delete large numbers of holdings

     • Retrospective

     • Reclamation
...
Methods of Holdings Maintenance
CatExpress




                                  16
Methods of Holdings Maintenance




      • Connexion Client

         • Interactively update and delete holdings

       ...
Methods of Holdings Maintenance
Connexion Client




                                  18
Methods of Holdings Maintenance
Connexion Browser




                                  19
Methods of Holdings Maintenance




   • Search and download bibliographic records from your
       Z39.50 compliant local...
Methods of Holdings Maintenance




 • Works with your e-serials management vendor

    • WorldCat Link Manager, EBSCO Lin...
Methods of Holdings Maintenance




    • MARC records for materials received through your
      vendors with holdings aut...
Methods of Holdings Maintenance




    • MARC records for vendor sets of microform and
       electronic collections

   ...
Methods of Holdings Maintenance




    • MARC records for U.S. government documents

    • Holdings automatically set in ...
Methods of Holdings Maintenance




      • Discovery of your unique Digital Collections:

         • WorldCat Digital Col...
Methods of Holdings Maintenance




    • MARC records for all formats in 60 languages

    • Holdings set in WorldCat



...
What Methods of Holdings Maintenance
Should You Use?




                                       27
Next Steps



 • Batchloading webinars week of January 25th (more
   information coming soon)

 • If your library has neve...
Next Steps



 • Work through checklist



 • Read more about specific tools
   you choose at www.oclc.org



 • To discus...
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Transcript of "WorldCat Holdings Presentation"

  1. 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. 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. 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. 4. WorldCat Navigator 4
  5. 5. WorldCat.org www.worldcat.org Your library here ? 5
  6. 6. WorldCat Local 6
  7. 7. FirstSearch Your library 7
  8. 8. WorldCat Resource Sharing We weeded this 5 years ago! 8
  9. 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. 10. WorldCat Collection Analysis 10
  11. 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. 12. Holdings and Local Holdings 12
  13. 13. Holdings and Local Holdings Holdings Local Holdings 13
  14. 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. 15. Methods of Holdings Maintenance • Add or delete large numbers of holdings • Retrospective • Reclamation • On-going 15
  16. 16. Methods of Holdings Maintenance CatExpress 16
  17. 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. 18. Methods of Holdings Maintenance Connexion Client 18
  19. 19. Methods of Holdings Maintenance Connexion Browser 19
  20. 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. 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. 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. 23. Methods of Holdings Maintenance • MARC records for vendor sets of microform and electronic collections • Holdings automatically set in WorldCat 23
  24. 24. Methods of Holdings Maintenance • MARC records for U.S. government documents • Holdings automatically set in WorldCat 24
  25. 25. Methods of Holdings Maintenance • Discovery of your unique Digital Collections: • WorldCat Digital Collection Gateway • Connexion Digital Import 25
  26. 26. Methods of Holdings Maintenance • MARC records for all formats in 60 languages • Holdings set in WorldCat 26
  27. 27. What Methods of Holdings Maintenance Should You Use? 27
  28. 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. 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
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