OCLC Union List Users Group Meeting

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OCLC Union List Users Group Meeting

• Cathy Kellum
• Product Manager,
• WorldCat Resource Sharing Services
• ALA Chicago
• June 26, 2005

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OCLC Union List service

• 4,700 libraries participate
• WorldCat has 9.2 million local holdings
  statements and the number is growing
• The smallest libraries can participate via agents

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OCLC Union List service elements

• Manual local holdings maintenance
• Batch LDR maintenance (LDRUS)
• Online union list capabilities through UL
  Subsystem
• Offline products (currently known as SULOP)

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OCLC Union List migration plans

• Convert holdings data to MARC 21 Format for
  Holdings Data (MFHD) level 4
• Maintain local holdings through Connexion browser
• Support online MFHD through LDRUS service
• Continue support for offline union list products
• Create training to help users migrate

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Project schedule

• Union list searching added to FirstSearch
  WorldCat and WorldCat Resource Sharing
• Training programs begin Sept/Oct 2005
• Hot cutover to Connexion browser for maintaining
  holdings -- by end of calendar year

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OCLC eSerials Holdings Pilot

• 4-month pilot (June September 2005)
• Set and maintain holdings for electronic serials
  automatically in WorldCat
• 20 libraries participating in pilot
• Commercial partners TDNet, EBSCO, Serials
  Solutions, SFX

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OCLC eSerials Holdings Pilot

• Identified or created 30,000 records in WorldCat
  for eSerials
• Set holdings at journal title level during pilot
• Will utilize MFHD to store holdings metadata at
  provider level
• Added 57,000 holdings for eSerials

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OCLC eSerials Holdings Pilot

• Contribute eSerials collections to WorldCat cost
  effectively
• Increase visibility and usage of eSerials
  collections
• Fulfill more ILL requests from own collection
• Direct users to full text from within FirstSearch
  
• Analyze collections comprehensively WorldCat
  Collection Analysis

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WorldCat holdings extended through MFHD
Analytics Scores Maps Archival
resources Computer files
Books Serials Visual materials Sound
recordings
Own
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Local holdings maintenance
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WorldCat holdings support services
Serials Union List Offline Products - Now
Local Systems
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OCLC Union List products - future

• SULOP will continue to be produced through the
  Dec 2005 production cycle
• OCLC will develop replacement products that are
  expected to meet libraries' needs formerly filled
  by SULOP products
• MFHD file output
• MFHD record import/export maybe an
  investigation will be conducted in FY07 to
  explore the viability of this option
• Printable file of holdings records Format to be
  defined
• Online Union Lists scoped views of WorldCat
  based on holdings and probably formats, e.g.,
  serials, AV, etc.
• WorldCat Collection Analysis

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WorldCat holdings support services
Brandable, scoped view of WorldCat
Union List Products - Future
Local Systems
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WorldCat holdings support services
WorldCat-based group catalogs
Own
WorldCat Resource Sharing and FirstSearch
Open WorldCat
WorldCat Collection Analysis
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Questions?
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For more migration information

• OCLC corporate website
• www.oclc.org/unionlist
• OCLC regional service providers
• www.oclc.org/contacts/regional
• OCLC staff

Cathy Kellum Product Manager, WorldCat Resource
Sharing Services cathy_kellum_at_oclc.org (800)
848-5878, ext. 5013
Deb Bendig Product Manager, Discovery View
WorldCat dbendig_at_oclc.org [phone], ext.
5084