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OCLC Online Computer Library Center
MFHD Local HoldingsProject Status(a.k.a. UL Migration)
Myrtle Myers
Product Manager, Holdings and Local Data
OCLC Online Computer Library Center
MFHD Local Holdings Project Status(a.k.a. UL Migration)
Agenda
MARC Format for Holdings Data (MFHD) Local Holdings Project Schedule
Authorization Number Conversion
Tutorials
Documentation & Help
Draft Screen Shots
OCLC Online Computer Library Center
MFHD Local Holdings Project Schedule
December 2005 Full LDR database was converted to MFHD in
December.
January 2006
Holdings displays in FirstSearch, in WorldCat Resource Sharing, and in ILLiad will show volume and year data from MFHD LHRs
OCLC Online Computer Library Center
FirstSearch/WorldCat Resource Sharing Holdings displays
DRAFT SCREEN SHOTDRAFT SCREEN SHOT
OCLC Online Computer Library Center
MFHD Local Holdings Project Schedule
February 2006 – Weekend of install
Current Union List System will be unavailable starting around 6:00 PM EDT on Friday February 17th.
New Holdings Maintenance functionality will be available through the Connexion browser starting Sunday February 19th.
Local holdings data will be available in FirstSearch & WorldCat Resource Sharing during the weekend of the install.
OCLC Online Computer Library Center
Authorization Number ConversionUL Authorizations without Cat Access
Search UL permissions
Cat Search permissions
Full UL permissions
Cat Full permissions
Agent UL permissions
Cat Agent permissions
OCLC Online Computer Library Center
Authorization Number ConversionCat Authorizations without UL Access
Given LHM Full
Cat Limited
Cat Full
Cat Enhance
Cat CONSER
Cat Retrospective conversion
Cat NACO
Given LHM Agent
Cat agent
Given LHM Search
Cat Search
OCLC Online Computer Library Center
Tutorials
First one will be available starting January 27th on the OCLC corporate website
Others will released as they are available.
Five different tutorials
Local Holdings Maintenance access and operation
Search WorldCat for local holdings records
Maintain local holdings records
Add a local holdings record
Agent activity
OCLC Online Computer Library Center
Documentation & Help
Context-sensitive Help linked to interface screens
Booklets on key tasks, built from Help content
Available on the Web, in HTML & PDF
Quick Reference Card
MARC 21 Format for Holdings Data
Field level help within the interface
Tag Chart
Primer
OCLC Online Computer Library Center
Screen Shots for
Search/Display of Local Holdings Records
OCLC Online Computer Library Center
Search Screen – Display Local Holdings
OCLC Online Computer Library Center
Brief display with Local Holdings Record indicated
OCLC Online Computer Library Center
Institution Summary Screen
OCLC Online Computer Library Center
Local Holdings RecordFrom the Institution Summary
OCLC Online Computer Library Center
Search Screen – Limit by local holdings
OCLC Online Computer Library Center
Brief display with Local Holdings and Group Summary indicated
OCLC Online Computer Library Center
Group Summary screen
OCLC Online Computer Library Center
Local Holdings Record in View Mode
OCLC Online Computer Library Center
Display Local Holdings from a bibliographic record
OCLC Online Computer Library Center
Screen Shots for
Updating/Creating of
Local Holdings Records
OCLC Online Computer Library Center
Existing Local Holdings Record in Edit Mode
OCLC Online Computer Library Center
Example of expanded 852 Field
OCLC Online Computer Library Center
Example of expanded 853 Field
OCLC Online Computer Library Center
Example of expanded 863 Field
OCLC Online Computer Library Center
Bibliographic RecordCreate Local Holdings Command
OCLC Online Computer Library Center
Local Holdings workform in edit modewith Publication Pattern Data from Bib
OCLC Online Computer Library Center
Local Holdings Record in View ModeDerive New Record
OCLC Online Computer Library Center
Local Holding Workformfrom a derive command
OCLC Online Computer Library Center
Screen Shots for
Constant Data Record
For Local Holdings
Records
OCLC Online Computer Library Center
Local Holdings Constant DataCreate command
OCLC Online Computer Library Center
Local Holdings Constant DataWorkform
OCLC Online Computer Library Center
Example of expanded 008 fieldfor a Local Holdings Constant Data record
OCLC Online Computer Library Center
Derive a New Local Holdings Constant Data Record from a Local Holdings Record
OCLC Online Computer Library Center
Local Holdings Constant Data Record Workform from a derive command
OCLC Online Computer Library Center
Save a completed Local Holdings Constant Data Record
OCLC Online Computer Library Center
Online Usage Statistics for Local Holdings Maintenance
Myrtle Myers
Product Manager, Holdings and Local Data
OCLC Online Computer Library Center
Institution Reports
OCLC Online Computer Library Center
Institution – Summary Report
OCLC Online Computer Library Center
Institution – Detail Report
OCLC Online Computer Library Center
Agent Reports
OCLC Online Computer Library Center
Agent - Summary Report
OCLC Online Computer Library Center
Agent – Detail Report
OCLC Online Computer Library Center
Local Holdings Batch Maintenance Service
Myrtle Myers
Product Manager, Holdings and Local Data
OCLC Online Computer Library Center
New Projects
Hiatus
Expect to lift hiatus on new projects shortly after local holdings maintenance is available through the Connexion browser
Order Form
A new order form for the local holdings batch maintenance service will be available on the OCLC Web site at that time.
OCLC Online Computer Library Center
Data Requirements
Will continue to accept files of MFHD or Non-MARC patterned data.
Will no longer be limited only to serial item holdings.
Newspaper restrictions for USNP (NEPU) libraries will be removed!
OCLC Online Computer Library Center
OCLC Control Number must still be in each record and consistently in the same location in each record in a file.
Will continue to require complete set of holdings records attached to a single bibliographic record.
Will still follow single copy model. Each holdings record sent in the set of records for a specific bibliographic record must represent the holdings data for only one copy.
Data Requirements (cont)
OCLC Online Computer Library Center
Institution-level Summary Holdings
Institution-level summary holdings statements will be created when library submits coded holdings data.
Summarization will generally not be done for textual holdings.
A generic note indicating that local holdings are available will take the place of an institution summary if one cannot be created.
OCLC Online Computer Library Center
Documentation
Planning Guide is under revision.
Batch Processing Web pages will be revised.
OCLC Online Computer Library Center
Replacement for Serials Union List Offline Products
Jennifer Pearson
Product Manager, Consortia Services
Myrtle Myers
Product Manager, Holdings and Local Data
OCLC Online Computer Library Center
Agenda
Online Union Lists – Jennifer
Discussion on Future - Myrtle
OCLC Online Computer Library Center
Online Union Lists
Dynamic database built from holdings in WorldCat
Updated as you update your holdings in WorldCat
Can be customized to fit your group’s needs
OCLC Online Computer Library Center
Illinois Group Catalog search screen
OCLC Online Computer Library Center
OCLC Online Computer Library Center
Thank You – Questions?
To contact me with further questions:
OCLC Online Computer Library Center
Replacement for Serials Union List Offline Products
Discussion
Possible uses for offline products
Data that should be included
What formats might be needed