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E-book Cataloging Using the WorldCat Knowledge Base


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Presentation given at the Charleston Conference, November 8, 2012

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E-book Cataloging Using the WorldCat Knowledge Base

  1. 1. E-book Cataloging Usingthe WorldCatKnowledge BaseCharleston ConferenceNov. 8, 2012Holly Tomren@htomren
  2. 2. Institutional context: III, Summon About 150,000 ebooks About 20 ebook providers, multiple collections Small staff Individual cataloging for most packages not feasible; look for batch solutions
  3. 3. Ebook metadata Different providers = different workflows Different frequencies Notifications are rare Not all vendors provide MARC records Quality of vendor MARC records varies Not all vendors provide info about changed records (UPD, DEL) Few provide OCLC numbers/holdings
  4. 4. Workflow: Varies by Vendor Example A: WorldCat Collection Set; monthly email notification, retrieve via FTP; NEW only, no UPD or DEL Example B: generate files on demand from web interface; separate NEW and DEL files; not OCLC records Example C: generate file on demand from web interface; 1 mixed file (NEW & DEL); no control numbers, no match point
  5. 5. Workflow: Varies by Vendor Example D: generate file from web interface based on date; no DEL notifications Example E: provides records through multiple sources but coverage different in each source; lots of cleanup, bad links Example F: updates collection constantly, but MARC records only once a year
  6. 6. Workflow: Varies by Vendor Example G: provides records and notification; OCLC numbers not in records but in separate spreadsheet Example H: No MARC records; title spreadsheet available Example I: No MARC records, no title list; check website manually
  7. 7. Sometimes looks like this…
  8. 8. Tools of the Trade MarcEdit Excel Local scripts Load Profiles (III) Global Update (III) Listservs  MARCEDIT-L  BATCH-L
  9. 9. WorldCat Knowledge Base Currently only using for ebooks, not ejournals 3 phase approach to implementation:  1: Collections that have no MARC record source – replace manual workflows  2: Collections with especially “challenging” MARC record workflows  3: Collections with reliable MARC records, but want to consolidate sources
  10. 10. WCKB Workflow Select collections in KB, set up MARC customization options (one time) Daily record notifications via email Download files via FTP Clearly identified NEW, UPD, DEL  Separate with MarcEdit if necessary Load records without editing Minimal spot checking, comparison
  11. 11. WCKB Benefits Retrieve records for all providers in one place, including NEW, UPD, DEL Notification – no more elaborate schedules Customizable records – less in-house editing URLs are correct Efficient way to manage provider-neutral records OCLC holdings set, OCLC numbers included Free with OCLC cataloging subscription
  12. 12. Greater Discoverability, WorldCat Local Anything powered by WorldCat API (Mobile apps, Google “Find in a Library,” Selection tools, LibX, etc.)
  13. 13. WCKB Wishlist Improved record matching More ebook collections in KB, better coverage “Expert Community” functionality … all of this is on the way
  14. 14. Conclusion More efficient workflow More thorough and accurate access to ebooks in our catalog & discovery tools Still a combination of WCKB + other methods for now, but will move more ebooks to WCKB as time goes on
  15. 15. Thank you! Holly Tomren Head, Metadata Services Drexel University Libraries