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Use 20100225 bl webinar revised


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Use 20100225 bl webinar revised

  1. 1. Batch Processing OverviewFor audio please call :1-866-699-3239 Event number: 719 119 553<br />14 June 2010<br />Defining Process and Selecting Projects & Output<br />
  2. 2. Agenda<br />OCLC “basics”<br />Review Types of Batchload Projects (bibs)<br />Explore Options for OCLC control number return<br />Ordering Options<br />Process Workflow <br />Questions<br />
  3. 3. Objectives<br />Understand OCLC Holdings and Control Numbers<br />Identify the project type(s) appropriate for my library<br />Identify the best output option(s) for my library<br />Follow the basic OCLC Batchload process<br />Submit an online Batchload Order Form to OCLC<br />Access Batch Processing documentation<br />
  4. 4. Some OCLC “basic”<br />Holdings<br />OCLC Institution Symbol<br />OCLC Holding Library Codes (branch)<br />OCLC Control Numbers <br />
  5. 5. Some OCLC “basics”<br />OCLC Control Number<br />Accession Number<br />
  6. 6. FirstSearch<br />
  7. 7. FirstSearch holdings display<br />
  8. 8. OCLC Connexion (browser)<br />
  9. 9. Connexion (client)<br />
  10. 10.<br />
  11. 11.
  12. 12. Common Project Types<br />
  13. 13. Batchload Output<br />Batchload<br />Project<br />Cross <br />Reference<br />(XREF) <br />Report<br />Library<br />Records<br />w/ OCLC<br />Numbers<br />Full <br />OCLC-MARC <br />Records<br />
  14. 14. Cross Reference Report<br /><ul><li>Two-column text file
  15. 15. Matches OCLC numbers to numbers in 001 of incoming files</li></ul> OCLC XREF REPORT <br /> OCLC Submitted <br /> Control # 001 Field <br /> 13385800 .b12306162 <br /> 4150423 .b12722509 <br /> 35676221 .b18265662 <br /> 472459423 .b1961309x <br /> 472459432 .b27839473 <br /> 31771726 .b29816646 <br />
  16. 16. Your Records w/ OCLC Numbers<br /><ul><li>OCLC number merged into 035 $a with “(OCoLC)” prefix*</li></ul>Example:<br />
  17. 17. Full OCLC-MARC Records*<br />* Unlike the first two output options, there may be costs associated with producing full OCLC-MARC records. <br /><ul><li>Merged local fields into copies of OCLC-MARC records
  18. 18. OCLC numbers in 001 prefixed with ocn or ocm
  19. 19. OCLC number in 035 $a prefixed with “(OCoLC)”
  20. 20. Custom post-processing is possible</li></ul>Example:<br />001 ocm00576136<br />035 |a(OCoLC)576136<br />
  21. 21. Batchload Project Process<br />Step 1: Ordering (Library)<br />Step 2: Submitting Files to OCLC (Library) <br />Step 3: Pre-processing/Matching (OCLC)<br />Step 4: Reports and/or Record Output<br />
  22. 22. Step 1: Ordering <br />Initiate a Batchload project & obtain a Project ID, complete an order form. <br />Online Service Center (OSC)<br />or<br />“Old” (non-standard) Batchload Order form<br />
  23. 23. Step 1: Ordering from OSC<br />Criteria for OSC form:<br />Setting holdings single (1) OCLC institution symbol<br />Bibliographic data is MARC21 (MARC8 or UTF8 encoded)<br />Options for OCLC # in Own Record Return work for you<br />Do NOT need OCLC-MARC record return<br />
  24. 24. Automated workflow<br />Automated messaging: Project ID <br />Standard setup created based on order criteria<br />Project Active upon file receipt <br />Standard output options are acceptable <br /><br /><br />
  25. 25. Step 1: Ordering via “old” Batchload Order form<br />Criteria for “old” Batchload Order form:<br />Group batchload (setting multiple OCLC Institution Symbols based on library identifier within record)<br />OCLC MARC Records return <br />OCLC # format in Own Record Return not on OSC form<br />Non-MARC input data<br />
  26. 26. Manual Workflow<br />Project logged manually, Project ID e-mailed<br />Queued for Database Specialist Evaluation<br />Translation Table work (group)<br />OCLC MARC output: local data mapping requirements<br />Non-standard OCLC # format in Own Record Return<br />If Non-MARC, script to convert to MARC<br /><br />
  27. 27. Step 2: Submitting Files to OCLC <br />Electronic Data Exchange (EDX)<br />Account created for Institution Symbol<br />Distinct User Name & Password<br />FTP <br />Larger files (up to 90,000 records each)<br />OCLC Product Services web (PS Web) <br />Web application<br />Log on with OCLC autho/password (Connexion, FirstSearch, ILL)<br />Upload in browser <br />Smaller files (fewer than 40,000 records each)<br />
  28. 28. Step 2: File submittal<br />DATA file (contains MARC records)<br />DATA.D091101<br />LABEL file (plain text file about the DATA file)<br />LABEL.D091101<br />DAT 20091101000000.0<br />RBF 85950<br />DSN DATA.D091101<br />ORS XYZ<br />FDI P012472<br />
  29. 29. File names <br />Multiple files<br />DATA.D100225.FILE1<br />DATA.D100225.FILE2<br />DATA.D100225.LAST<br />LABEL.D100225.FILE1<br />LABEL.D100225.FILE2<br />LABEL.D100225.LAST<br />One file only for a one-time project, use .LAST<br />DATA.D100303.LAST<br />LABEL.D100303.LAST<br />
  30. 30. Step 3: Pre-Processing <br />
  31. 31. Step 3: Record Matching <br />Separate matching categories: <br />(1) OCLC Number matching <br />(2 ) “Other” Unique Key matching <br />(3) Extended Matching <br />Qualifiers available for each category: <br />(1) Language of Cataloging (040 $b)<br />(2 ) Date of Publication (from Fixed Field)<br />(3) Derived Title Key (from 245, 246 & 247)<br />(4) Material Type (Book, Electronic Resource, VHS, Score, etc)<br />
  32. 32. Step 4: Reports and/or Records<br />Batchload Processing Summary<br />Cross Reference Report <br />MARC Record Output <br />Own Records with OCLC# merged<br />OCLC MARC Records with local fields merged<br />Other MARC record files including,<br />UNRES<br />DUPS<br />DESL<br />
  33. 33. Vendor Records <br />Do you have rights to redistribute?<br />If not, have you asked for permission?<br /><br /><br />
  34. 34. Other processes<br />Symbol Flips<br />Branch Level Scoping (full WorldCat Local only)<br />Local Holdings Records Updating service (LHRUS)<br />Create LHRs from Bib Data (BHR processing)<br />
  35. 35. Documentation <br />Batchload Solutions for Bibliographic Records<br />“Quick Reference guide”<br /><br />Batch ordering<br /><br />General Batch processing Documentation <br /><br />Matching Overview <br /><br />
  36. 36. Questions?<br />OCLC Consultative Services<br /> <br />
  37. 37. Feedback!<br />The “new” OSC order form/process<br />Webinar<br />Joanne Gullo<br />