OCLC Cataloging

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OCLC Cataloging Metadata Services Update
FEDLINK OCLC Users Group Meeting November 1, 2002
2
Agenda

• Bits and Pieces
• OCLC Connexion

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PromptCat

• Newest PromptCat Vendors
• Coutts Library Services
• Matthews Medical Books
• BUSCA, Inc.
• Theodore Front Music Literature 
• New set holdings option
• Now can set holdings immediately or 1 180 days
  later

4
Language Sets

• South Asian Languages added to Language Sets
• Hindi, Bengali, Gujarati, Panjabi, Urdu and Tamil

5
CatME

• End of Support for CatME Versions 1.20, 1.21,
  2.00 on 10/31/2002
• Ver. 2.10 Spanish language edition, released
  June 2002

6
Dewey Cutter Program

• Dewey Cutter Program Updated
• Enter text (e.g. a name), get the Cutter number,
  and then paste into your application
• Available free via download http//www.oclc.org/d
  ewey/products/ index.htmcutter 

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Documentation

• Bibliographic Formats and Standards 3rd ed.
  Published
• In HTML, PDF, and print
• DOCupdate-L list announcing new and revised
  documentation
• Complete list of OCLC documentation
  http//www2.oclc.org/documentation
• Documentation Distribution Policy
• Documentation Update Notice will be sent
• One free print copy, but you MUST order it

8
Bits and Pieces

• Find out whats happening with OCLC products and
  services by reading Bits and Pieces
  http//www.oclc.org/oclc/menu/bit.htm

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OCLC Connexion

• An overview of the OCLC Integrated Cataloging and
  Metadata Service
• Based on OCLC presentations
• Revised October 2002

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Agenda

• Review of what Connexion is and why OCLC
  introduced it
• Overview of Connexion features
• The Connexion Windows Client features and
  implementation plans
• Migration from Passport
• Documentation, support, and training

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Why OCLC Connexion?

• The goal is to provide a single entry-point to
  OCLC Integrated Cataloging Services.
• First release is the OCLC Connexion browser-based
  interface
• OCLC will eventually phase out the many OCLC
  software products Passport, CatME, CJK and
  Arabic cataloging software (each product will
  have a separate migration timeline)

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Why OCLC Connexion?

• Connexion is needed to access the Expanded
  WorldCat
• OCLC is developing Expanded WorldCat to
• Make it easier to locate the record that you need
  with more and better indexing
• Meet patron expectations with access to more
  evaluative information, such as reviews, TOCs,
  cover art anything digital
• Satisfy diverse metadata needs with access to
  more metadata formats, e.g. EAD, ONIX, TEI, etc.

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What is OCLC Connexion?

• Combines the best features of OCLC web and
  Windows-based interfaces
• Browser component
• Supported browsers
• Internet Explorer version 5.5, 6.0 or higher
• Netscape version 6.2, 7.0 or higher - NOTE
  support for Netscape 4.x will end on 1/29/2003
• Advanced Windows-based client coming mid 2003 to
  complement the browser-based service

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Features of OCLC Connexion Browser

• Full record display and edit
• Pathfinders
• Dynamically linked authority headings
• Improved authority file searching, including
  additional keyword indexes
• Improved display holdings
• Multiple constant data
• Keystroke shortcuts
• Larger record size

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Features of OCLC Connexion Browser, cont.

• Save File searching
• new indexes
• workflow statuses including my status
• more than just a holding bin can be a vital
  component of workflow
• Admin module for customizing preferences
• Online help and links to Bib Formats
• Dublin Core format supported
• Catalog electronic resources using automatic data
  extraction from web page metadata

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Features of OCLC Connexion Browser, cont.

• Export options
• Export to file
• Direct TCP/IP link
• Formats include MARC, DC HTML, and DC RDF
• Session timeout alert
• Session logoff when exiting browser
• Labels
• Works in conjunction with OCLC Label Program,
  ver. 1.22

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Connexion Windows Client

• Optional Windows Interface for those features
  that are not currently supported by a browser
• Similar navigation as the browser platform easy
  to switch between platforms
• First release expected in 2nd quarter 2003
• Initial release will include interactive online
  cataloging, macros, and expanded label printing

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Connexion Windows Client, cont.

• Second release (3rd quarter 2003) will include
  NACO authorities capability and automatic record
  creation for electronic resources (both already
  available in the browser)
• Third release (4th quarter 2003) will include
  offline local files and batch processing

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Connexion Enhancements November 2002 Release

• Additional Authority sort orders
• More flexible record navigation
• Brief record display will include additional data
• Constant Data - apply on the fly easier to set
  defaults
• Quick tips
• New logon screen

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Connexion Enhancements - Future Releases

• Enhanced Authority control
• Find replace (initially in Windows Client)
• Customization of fixed field and status area
  location (top or bottom you choose)
• OCLC system usage statistics

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Connexion Enhancements - Future Releases

• Unicode display and entry of diacritics
• Cataloging Agent level authorization
• Ability to change autho level after logon
• Spell check
• Export in UNIMARC
• Import PromptCat and Bib Notification files

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Logon

• URL http//connexion.oclc.org
• Simply enter your current cataloging
  authorization and password
• Exceptions Reclass level (no longer available
  Agent level coming in later release)
• Save authorization and password for automatic
  logon in Local Browser Settings

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Focus on Workflow

• Basic steps are the same, with some new options
• Search
• Command line, assisted numeric derived, keyword
• Edit/Create
• Templates, text area, workforms, derive new
  record, constant data
• Authorities
• Search authorities, control headings, NACO
  functionality
• Set holdings (update, produce)
• Save File
• Labels
• Export
• No commands to memorize use buttons and
  drop-down menus, or keystroke shortcuts

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Export

• OCLC Connexion supports
• Export to file
• TCP/IP Export
• The format of exported records is the same as
  with Passport

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Export to File

• Export to file from browser drop-down menu means
  one record per file
• To export groups of records Put records ready
  for export into Save File, flag them, then export
  flagged records to file
• Procedure for exporting in the Windows Client
  will allow appending records to a file

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TCP/IP Export

• The TCP/IP export from the browser is direct from
  the OCLC server to the library system, and may
  require access through your firewall

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Control Headings

• Link headings in the master bibliographic record
  to the corresponding heading in the Authority
  File
• Linking can be done on master records when 1)
  adding new record and 2) when using lock and
  replace with Enhance authorization
• If the heading changes in the Authority File, it
  automatically changes any linked headings in
  bibliographic records

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Customization Options

• Under the General tab
• Change default settings permanently or for one
  session
• Set views, export options, timeout alerts, tabs,
  keystroke shortcuts

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Keyboard, Mouse, or Both

• Customize the keyboard create or modify
  keystr0ke shortcuts
• Most actions can be executed using the keyboard
• Windows Client will offer the most flexibility in
  assigning and creating keystroke shortcuts

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Converting Constant Data from Passport to
Connexion

• OCLC created a Passport macro to help you convert
  constant data records from Passport to Connexion
• Located on the OCLC Connexion Tips page
• http//www.oclc.org/connexion/support/
  tips/constant_data.shtm

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Technical RequirementsSee System Requirements
page http//connexion.oclc.org/html/corc/
gs_login_sysreq_hardware_software.html
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Hardware Requirements

• Workstations
• Plan for workstations that can support the latest
  in Microsoft operating systems

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Software Requirements

• Operating System
• Connexion is developed for use with MS Windows
  ME, 2000, XP
• MS Windows 95 support has ended
• Support for MS Windows 98 and NT4.0 will end June
  2003 Connexion browser works fine with these now
• Connexion Windows Client requires MS Windows 2000
  or later
• Browser
• MS Internet Explorer 5.5, 6.0 or higher
• Netscape 6.2, 7.0 or higher (support for 4.x ends
  1/29/2003)

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Access to Connexion

• Internet connection required
• OCLC Connexion will not work on OCLC Direct Dial
• Access and support fees apply

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Documentation, Support, and Training
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Documentation Support

• User documentation on OCLC web site
  http//www.oclc.org/connexion/.
• Most documents are PDF files easily printed
• Online context-sensitive help
• OCLC online interactive tutorial scheduled for
  release October 2002
• OCLC-Cat listserv discussion group
• Sign up on OCLC web site http//www.oclc.org/oclc
  /forms/listserv.htm
• Submit questions/comments/suggestions
• email to support_at_oclc.org

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FEDLINK Programs Fall/Winter 2002

• FEDLINK Connexion Demonstration 11/8/02
  12/12/02 (free registration required)
• Special FEDLINK Connexion Update with David
  Whitehair of OCLC 11/22/02 (free registration
  required)
• FEDLINK Connexion Overview hands-on training
  12/4/02 (full-day class 125.00)
• FEDLINK Online registration http//lcweb.loc.gov/
  flicc/oclcform.html

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OCLC Connexion Tutorial

• Components include searching, record editing,
  creating records and constant data, and
  performing actions.
• Printable review screens
• Overview / Glossary
• Workflow scenarios
• Scheduled for release very soon

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Useful Links

• Connexion Home page
• www.oclc.org/connexion
• Migration schedule
• http//www.oclc.org/connexion/migrate
• OCLC-Cat online discussion group
• Sign up for this list at
• http//www.oclc.org/oclc/forms/listserv.htm

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Passport the end is near (for cataloging)

• End-of-support for Passport for
  Cataloging 12/31/2002
• Will still work, but there will be no testing on
  new operating systems, no bug fixes, UNS will ask
  users to try CatME or Connexion
• End-of-life for Passport for Cataloging 12/31/20
  03
• Will no longer work with OCLC Cataloging
• These dates do not apply for ILL, UL, or NAD

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You choose when how to migrate

• You can try out the service anytime
• Your current cataloging authorization will work
  with the new cataloging service
• Remember, the Windows Client will be released in
  2nd quarter 2003

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Take another look at Connexion

• Connexion is enhanced on a quarterly basis. New
  features will be added with every release
  November, February, May, August
• If Connexion doesnt have what you need now, try
  it again in a few months

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Migration Considerations

• You may want to migrate if
• You dont need advanced features not yet
  available in the new system
• You are upgrading workstations to Windows XP
• You want the automated features for cataloging
  electronic resources
• You cant use Telnet any longer
• It makes sense for your workflow

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Migration Considerations Save File

• The Online Save File is different depending on
  the interface used
• Records started using Passport or CatME must be
  completed using Passport or CatME
• Records started using OCLC Connexion must be
  completed using Connexion

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Migration Considerations Export

• The new cataloging service will support
• Export to file
• TCP/IP Export
• TCP/IP export is direct to the library system,
  and may require access through your firewall
• Export record format is the same as it is using
  Passport
• Export procedure will be streamlined in the
  Windows Client

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CatME an Alternative

• An alternative to Passport may be an interim
  step towards migrating to OCLC Connexion
• If youd like to move from Passport, but OCLC
  Connexion isnt right for you yet, consider CatME
• CatME will be discontinued in the future only
  after all functionality is added to OCLC
  Connexion schedule has not been set, but CatME
  end-of-life will not be before December 31, 2004.

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Questions Answers
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For more information

• Anne Harrison, FEDLINK Network Program Specialist
• 202-707-4834
• anha_at_loc.gov

• At OCLC
• OCLC User Network Support (UNS)
• 800-848-5800
• support_at_oclc.org