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Ferguson oclc


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Ferguson oclc

  1. 1. OCLC - detailed serial holdings Gaelic workshop 9 Sept. 2010 Lita Ferguson
  2. 2. Holdings on SACat <ul><li>Journal Title: British phycological journal </li></ul><ul><li>(2860) CSIR Information Services   Call No: @ IL Status: N </li></ul><ul><li>(2834) Univ of Pretoria - Education Library   Call No: 580 BRITISH Numbering: </li></ul><ul><li>8-25, 1973-1990 </li></ul><ul><li>(2840) Univ of Pretoria - Merensky Library   Call No: 580 BRITISH Numbering: </li></ul><ul><li>26-27, 1991-1992 </li></ul>
  3. 3. OCLC Detailed local holdings maintenance <ul><li>Libraries have a choice to add holdings: </li></ul><ul><li>institutional symbol only: UP = P4A </li></ul><ul><li>detailed local holdings: 1(1950)-10(1960) </li></ul><ul><li>Institutional holdings can be changed: click “action”, holdings… choose correct option: </li></ul><ul><li>Produce or update holdings (add or change) </li></ul><ul><li>Delete holdings (journal withdrawn) </li></ul>
  4. 4. Old copies are in the basement…I think?
  5. 5. Why detailed local holdings ? <ul><li>Objective : to maintain accurate, current </li></ul><ul><li>holdings information </li></ul><ul><li>Reasons : to support inter-library loans, and </li></ul><ul><li>manage collection development </li></ul><ul><li>Local detailed holdings records (LHR’s) can be added through two interfaces: </li></ul><ul><li>Connexion browser ) </li></ul><ul><li>Connexion client (Tools—Launch Local Holdings ………………………………………………Maintenance) </li></ul>
  6. 6. Create a list with holdings <ul><li>Artist . </li></ul><ul><li>EDU Vol.118,no.1(2003)- </li></ul><ul><li>MKY Vol.8,no.1(934)-v.52,no.2(Oct.1956) </li></ul><ul><li>Childhood education . </li></ul><ul><li>EDU Vol.11(1934) </li></ul><ul><li>Design and technology </li></ul><ul><li>EDU Vol.10,no.1(spring 2005)- </li></ul><ul><li>Exceptional children . </li></ul><ul><li>EDU Vol.37(1970)- Missing: v.40(1973) </li></ul>
  7. 7. Edit/create new detailed local holding record on OCLC. <ul><li>Retrieve the bibliographic record for specific title and edit existing local holdings, or create a new local holding record. </li></ul><ul><li>Minimum of following fields must be present and completed for a detailed local holdings record to pass validation: </li></ul><ul><li>Leader </li></ul><ul><li>007 - Physical Description </li></ul><ul><li>008 - Fixed-length Data Elements </li></ul><ul><li>852 - Location </li></ul>
  8. 8. Create detailed local holding record <ul><li>Find own record on Millennium (bibl. record with holdings) </li></ul><ul><li>Search title on OCLC; verify ISSN, make note of OCLC no. </li></ul><ul><li>Click on Tools > Launch local holdings maintenance </li></ul><ul><li>OCLC record appears with holdings of different libraries… </li></ul>
  9. 9. Tax Talk: MKY (2006)- Held LHR OCLC holdings: 1
  10. 11. Add detailed local holding <ul><li>Click Action > Create local holdings </li></ul><ul><li>Template of local holdings record appears (same OCLC record) </li></ul><ul><li>Complete each field by clicking on the + </li></ul><ul><li>+ Leader: type > y = serial </li></ul><ul><li>Encoding level > 3 = level 3 </li></ul><ul><li>Item information > n = no item info </li></ul><ul><li>Click “apply” to confirm the info. </li></ul>
  11. 13. + 007 - Physical description field <ul><li>Print copy: Category of resource: t = text </li></ul><ul><li>Specific material description: a = regular print </li></ul><ul><li>E-journal: more fields open up </li></ul><ul><li>Category of resource: c = Electronic res . </li></ul><ul><li>Specific material description </li></ul><ul><li>r = remote </li></ul><ul><li>o = optical disc (CD/DVD) </li></ul><ul><li>u = unspecified </li></ul><ul><li>Click “apply” to confirm the info. </li></ul>
  12. 15. + 008 - Fixed-length data elements <ul><li>Receipt or acquisition: 2 = Received and complete or ceased </li></ul><ul><li>Method of acquisition: p = Purchase </li></ul><ul><li>General retention policy: 8 = Permanently </li></ul><ul><li>Completeness: 1 = Complete </li></ul><ul><li>Lending policy: b = Will not lend </li></ul><ul><li>Reproduction policy: a = Will reproduce </li></ul><ul><li>Language > drop down > English </li></ul><ul><li>Click “ apply ” to confirm the info. </li></ul>
  13. 17. + 852 - Location <ul><li>1st indicator: Shelving scheme </li></ul><ul><li>1 = LC classification </li></ul><ul><li>2 = Dewey Decimal Classification </li></ul><ul><li>4 = Shelving control number </li></ul><ul><li>5 = Title </li></ul><ul><li>8 = Other shelving scheme </li></ul><ul><li>2nd indicator: Shelving order </li></ul><ul><li>1 = primary enumeration </li></ul><ul><li>2 = alternative enumeration </li></ul>
  14. 18. + 852 - Location (cont) <ul><li>Location :$a (system supplied, cannot change ) = Institution symbol, e.g. P4A </li></ul><ul><li>Sub-location $b (system supplied, can be change) = P4AA </li></ul><ul><li>To add fields: “Action” > add below, then: “choose a subfield” </li></ul><ul><li>Cancel adding new subfield ( red letters! ) </li></ul>
  15. 20. + 852 - Location (cont) <ul><li>Spesific Location: $a = Main </li></ul><ul><li>Shelving location: $c = Reference </li></ul><ul><li>Shelving form of title: $l = NATURE </li></ul><ul><li>Classification part : $h = 500 NATURE </li></ul><ul><li>When 852 indicator 1 is equal to 5, then 852 $l must be present </li></ul><ul><li>When 852 indicator 1 is equal to 1, then 852 $h must be present   </li></ul>
  16. 21. + 852 - Location (cont) <ul><li>To add a field, click “Actions” dropdown: add single field below. </li></ul><ul><li>Then choose specific subfield code, e.g. “$ c” or “$ h” </li></ul><ul><li>If mistake was made… </li></ul><ul><li>Cancel adding new subfield, choose again </li></ul><ul><li>Click “apply” to confirm the info. </li></ul>
  17. 22. + 853 - Captions and patterns, basic bibliographic unit <ul><li>1st indicator: Compress/ expand 3 = unknown </li></ul><ul><li>2nd indicator: Caption evaluation 3 = unverified, all levels not present </li></ul><ul><li>Linking field: $8 = 1 (system supplied , do not change ) </li></ul>
  18. 24. + 853 – Captions, patterns…(cont) <ul><li>Select additional fields : </li></ul><ul><li>1st level enumeration: $a e.g. = v. (for volume) </li></ul><ul><li>1st level chronology : $i e.g. = (year) </li></ul><ul><li>Frequency: $w > e.g. annual, monthly, quarterly </li></ul><ul><li>(choose from drop down) </li></ul><ul><li>Break indicator: gap break/non-gap break ? </li></ul><ul><li>To add fields : “Action” > add below, then: </li></ul><ul><li>“ choose a subfield” </li></ul><ul><li>Cancel adding new subfield ( red letters! ) </li></ul><ul><li>Click “apply” to confirm the info. </li></ul>
  19. 25. + 863 Enumeration,Chronology, and basic bibliographic unit <ul><li>1st indicator: field encoding level, 3 = holdings level 3 </li></ul><ul><li>2nd indicator: form of holdings, blank = no information provided </li></ul><ul><li>Linking field: $8 = 1.1 (system supplied, do not change) </li></ul>
  20. 26. + 863 Enumeration and Chronology, basic bibliographic unit <ul><li>Select additional fields that correspond with 853: </li></ul><ul><li>1st level enumeration: $a = 1-10 </li></ul><ul><li>(library has vol. 1-10) </li></ul><ul><li>1st level chronology : $i = 1990-2000 (year holdings of v.1-10) </li></ul><ul><li>Click “ apply ” to confirm the info. </li></ul>
  21. 27. Add local holdings <ul><li>Action: add record </li></ul><ul><li>Do you want to continue? Yes </li></ul><ul><li>Confirmed (green) : record added…or </li></ul><ul><li>Add failed due to the following validation errors </li></ul><ul><li>Correct fields as specified, try to add again until confirmed </li></ul><ul><li>View local holdings… </li></ul>
  22. 29. Adding local holdings… can cast a dark cloud over your life
  23. 30. OCLC institutional holdings
  24. 31. OCLC detailed local holdings
  25. 32. Irony of journal titles <ul><li>Title: ONLINE is print subs. </li></ul><ul><li>Title: PRINT is online subs ! </li></ul><ul><li>Journal title: BOOKS … Vol.1(1987)-v.6(1992) </li></ul><ul><li>Journal title: VOLUME … MKY Vol.6(2005)- </li></ul><ul><li>Journal title: ISSUE … MKY Issue1(971)- </li></ul>
  26. 33. Difficult situations <ul><li>Titles with print and electronic format </li></ul><ul><li>Titles with just one volume/no…add ? </li></ul><ul><li>Journals at more than one branch </li></ul><ul><li>Gap in collections </li></ul><ul><li>Collections moved to other location…& then moved back !? </li></ul><ul><li>Title changes… 2 entries, 2 holdings </li></ul>
  27. 34. Can you ever finish holdings?
  28. 35. Conclusion <ul><li>Correct info on own catalogue </li></ul><ul><li>Time consuming </li></ul><ul><li>Expertise needed </li></ul><ul><li>Holding may change any day: </li></ul><ul><li>Add new title on OCLC </li></ul><ul><li>Change title to E-format </li></ul><ul><li>Cancel title, due to budget limits </li></ul>
  29. 36. Any questions? Any questions?
  30. 39. OCLC building ?