1. WMS KB
demo & discussion
DANIELA MATEI, FULLER THEOLOGICAL SEMINARY
JEFF SIEMON, FORMERLY OF FULLER THEOLOGICAL SEMINARY
2. How to create KB Collection that
OCLC KB doesn’t have.
Title/ISBN/URLs list from
vendor
Batch search ISBNs in
Connexion Client
Use Batch report (or
MarcEdit) to get a list
of OCLC numbers
In Excel, line up OCLC
numbers with
Title/ISBN rows
Create a KBart file,
and upload to a new
custom collection
using WMS Collection
Manager
3. Title/ISBN/URLs list from vendor
Hints: Longer titles give fewer false positive matches, so include subtitle and series in the title if possible.
Current match algorithm does match three word or less titles, but common titles four+ word are a
problem, i.e. Introduction to Organic Chemistry
Be careful of Unicode characters, and use “UTF-LE16-Unicode” upload if needed (but numbers
sometimes get truncated with UTF-LE16).
4. Batch search ISBNs in Connexion Client
Create a temporary merged column of print and electronic ISBN
numbers =IF(C2>0,C2,B2)
If you have some 10 digit ISBN numbers convert:
=CONCATENATE("978",MID(RIGHT(A3,10),1,9),MOD((10-MOD(SUM(9,
21, 8, PRODUCT(MID(RIGHT(A3,10),1,1),3), MID(RIGHT(A3,10),2,1),
PRODUCT(MID(RIGHT(A3,10),3,1),3), MID(RIGHT(A3,10),4,1),
PRODUCT(MID(RIGHT(A3,10),5,1),3), MID(RIGHT(A3,10),6,1),
PRODUCT(MID(RIGHT(A3,10),7,1),3), MID(RIGHT(A3,10),8,1),
PRODUCT(MID(RIGHT(A3,10),9,1),3)),10)), 10))
Copy the Excel ISBNs, into a third column pasting value only, to get
rid of the formula, then to a text document (I use notepad)
In Connexion Client, Batch search (Standard number index gets $z,
so better than ISBN index; and add qualifiers such as AND mt:BKS
AND mt:URL)
Often the log/report from the batch has all you need: OCLC# and
ISBN and TITLE; you may not even need the MARC records.
6. In Excel, line up OCLC numbers with
Title/ISBN rows
For example, move these cells down to match up IBSNs ending in 945
7. Create a KBart file, and upload to a new custom
collection using WMS Collection Manager
Create a new standard collection, and check the box for “Libraries may
select individual titles” OCLC help:
http://www.oclc.org/content/dam/support/knowledge-base/kb_new.pdf
Get a fresh Kbart template from OCLC support
http://www.oclc.org/support/documentation/collection-management/
kb_kbart.xlsx
Copy your worksheet columns onto the Kbart template, one column at a
time.
Hint, use a unique number in the “oclc_entry_id”, either repeat the OCLC
number, or use the Excel row number; this is required so ”Libraries may select
individual titles”
10. WorldCat “view now” has link to a
wrong,
but similar,
eBook title
No series, and no
more subtitle, so I
added the title of
the first essay in this
book, in this case.
505 $t Bride of
Christ and signs…
11. WorldCat “view now” has link to a
wrong,
but similar,
eBook title
The original
problem book, no
longer matches
the false positive
for the 1996 book.
(Fuller does have
the correct book in
two collections)
12. Suggestions:
For learning, listen in (Lurk) during the weekly KB office hours,
Tuesdays 9am – 10:30 am (Pacific time)
https://www.oclc.org/support/services/collection-manager.en.html
(scroll to bottom)
When you add (expensive) eBooks or eJournals; make sure the print
OCLC bib record (020 $z) has the e-Resource ISBN or ISSN
(Use metadata manager or Connexion to add and replace the bib
record if you add the e-ISBN/ISSN.
Then, when students find the print, they would see that your library
also has the e-version.
(At this point KB overwrites cooperatively shared ISBN/ISSN additions,
when the vendor upload new data, I think.)
13. Discussion -- Possible topics
1. Is KB grouping wrong OCLC numbers in some title records?
Would manual editing of grouped OCLC number help?
2. Metadata issues: bad data from vendor: e.g. volume/issue number
missing. – How might libraries, and vendors and OCLC improve this
data?
3. Is it a user issue if there happens to be two “view now” links to the
same e-Resource (say from two vendors)?
Would it help to have an enhancement to order the display of
collections in WCL/Discovery? (we can order the display of vendors,
but not collections)
4. How can old LHR links be deleted or suppresses?
5. What is happening with indexing delays, or re-indexing needs, or no
holdings showing up in WCL/Discovery?
6. How can journal article linking be improved?
7. Are records for Book Reviews cluttering up searches for eBooks?
8. What is going on when a vendor has a different number of titles in a
collection?
15. Grouped OCLC number slide
Example:Search for “Theological Bible Commentary
http://fuller.worldcat.org/oclc/810931688 brings up three View
eBook links
The first link is false, sending users to wrong book
Traced the issue on “wrong” Grouped OCN’s. See screenshot:
http://screencast.com/t/Yb2OyePGbR
How are OCNs grouped?
While we report and OCLC fixes specific titles, how is this issue being
addressed globally?
16. What is going on when a vendor has a
different number of titles in a collection?
Download the Kbart file, and a list of ISBNs/titles from a vendor, and
compare.
Excel formula
=IF(COUNTIF($E$1:$E$905,A2)>0,"FOUND","NOT FOUND")
NEED Screen SHOT
17. How can old LHR links be deleted
or suppresses?
If you want to preserve the links, you can you extract LHRs to build
KB collection (see next slide for details)
Contact OCLC support, and they can suppress “view now” links
from LHRs.
18. How do you extract LHRs to build
KB collections?
Order offline product: tab-delimited text file of library’s local holdings
http://www.oclc.org/content/dam/support/local-
holdings/documentation/offlineproduct/lhm_offlineproduct_quickref.pdf
Extract records containing 856 links, using Excel
Build your KBart file
Upload as a new standard collection and test
Fuller also turned off LHR’s display in Service Configuration (initially we
found a bug in OCLC but it was recently fixed)
