Partnering with OCLC for Cataloging and Selection

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Partnering with OCLC for Cataloging and Selection

• ALA Midwinter
• January 20, 2007

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ALA Partnering Topics

• WorldCat Selection - David Whitehair
• WorldCat Cataloging Partners - Robin Buser

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WorldCat Selection

• David Whitehair

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Agenda

• WorldCat Selection overview
• How it works
• WorldCat Selection screens

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WorldCat Selection

• Based on Cornells Integrated Tool for Selection
  and Ordering at Cornell University Library (ITSO
  CUL)
• Released December 10, 2006

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WorldCat Selection... Its So Cool!

• OCLC, Cornell and materials vendors partnering to
  help streamline selection and ordering process
• Allows selectors to view records from multiple
  vendors in one system and acquisitions staff to
  output WorldCat MARC records to load into the ILS
  to complete the ordering process

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Selecting items vendor assisted vs. library
initiated

• Subscription/standing order
• Vendor sends materials automatically, no return
• Approval plan
• Vendor sends materials based upon profile,
  reviewed by selectors with option to return
• Notification WorldCat Selection helps
• Vendor sends printed slips or electronic
  notifications based upon profile, reviewed by
  selectors, and orders placed for items selected
• Firm orders
• Library staff initiated based upon reviews,
  staff/patron recommendations, ILL requests,
  collection analysis gaps, etc.

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WorldCat Selection roles

• Administrators set up institution-wide settings
• Selectors view notification records to select or
  reject
• Acquisitions exports selected records to load
  into the ILS to finalize ordering process
• Each authorization number can have one, two, or
  all three roles

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How it works

• Material vendors
• Provide bibliographic records to load into
  WorldCat
• Notify OCLC of notification items for individual
  libraries, along with additional vendor data
• OCLC
• Loads the WorldCat data, vendor data, holdings
  information, etc., into WorldCat Selection

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How it works, continued

• Selectors
• Access WorldCat Selection to view notification
  records from multiple vendors specific to the
  collection area
• Take actions such as select, reject, forward to
  another selector, defer
• Review/assign fund codes, location codes, price,
  etc. for selected items

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How it works, continued

• Acquisitions staff members
• Export all selected records from all selectors
  and all vendors
• Load the selected records into the ILS
• Complete the order electronically from the ILS
• Optionally, WorldCat holdings are set
  automatically or set holdings using Connexion,
  batchload or PromptCat

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Record distribution

• Vendor includes selector information
• If individual selector information is not
  included with the vendor data, records are
  distributed to selectors based on call number
  ranges or keywords defined by the administrator

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WorldCat Selection

• See www.oclc.org/selection
• Current list of participating vendors
• Enhancements list (planned throughout 2007)
• Documentation

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WorldCat Cataloging Partners

• Robin Buser

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WorldCat Cataloging Partners

• Collaborative effort with materials vendors to
  reduce the cost of cataloging for libraries
• Delivers OCLC MARC records that match the
  materials you order through participating vendor
  partners and sets holdings automatically in
  WorldCat

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WorldCat Cataloging Partners for PromptCat
vendors and libraries

• No changes to current processes
• New options
• 100 Cataloging
• Customized Cataloging

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WorldCat Cataloging Partners for CPp partners and
libraries

• OCLC Cataloging Subscription
• New options available
• Libraries will be contacted 90 days before any
  change occurs

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Transition Progress

• Testing with new vendors
• Letters sent to Ambassador Books Media
  libraries to transition

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Questions?
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