For Texas Navigator libraries

Presented by

Rick NewellSenior Training CoordinatorOCLC

WorldCat Holdings: Why They Matter and the Tools to Maintain Them6 January 2010

Agenda

• Why accurate WorldCat holdings are important

• Holdings and Local Holdings in WorldCat

• What are the methods for holdings maintenance and which should you use?

2

Why Accurate WorldCat Holdings Are Important

• For your patrons

• WorldCat Navigator

• WorldCat.org

• WorldCat Local

• FirstSearch

• For your staff and the library cooperative

• Interlibrary loan (WorldCat Resource Sharing)

• WorldCat Collection Analysis

3

WorldCat Navigator

4

WorldCat.org

www.worldcat.org

5

Your library here ?

WorldCat Local

6

FirstSearch

Your library

7

WorldCat Resource Sharing

We weeded this 5 years

ago!

8

Deleting Holdings - When You No Longer Own an Item

• Accurately reflect your holdings to other libraries in WorldCat Navigator, and to users in FirstSearch, WorldCat.org and WorldCat Local

• ILL staff will not get requests for items you no longer own

• Accurately identify gaps in your collection as well as your unique holdings using Collection Analysis

9

WorldCat Collection Analysis

10

Holdings and Local Holdings in WorldCat

• Holdings• Title – level holdings

• Your 3 or 5 character OCLC symbol added to a bibliographic master record to indicate that you own or have access to the item

• Local Holdings• Item specific holdings, for example:

• volumes, issues, years held of a serial

• lending or copying policies for reference book or rare book

11

Holdings and Local Holdings

12

Holdings and Local Holdings

13

Holdings Local Holdings

What Methods are there for Maintaining Holdings in WorldCat?

• Batch Processing

• CatExpress

•Connexion client

•Connexion browser

•Z39.50 cataloging

•E-serials holdings

•WorldCat Cataloging Partners

•WorldCat Collection Sets

•OCLC GovDoc Service• CONTENTdm

• Contract Cataloging

14

Methods of Holdings Maintenance

• Add or delete large numbers of holdings

• Retrospective

• Reclamation

• On-going

15

Methods of Holdings Maintenance CatExpress

16

• Connexion Client

• Interactively update and delete holdings

• Batch update and delete holdings

• Connexion Browser

• Interactively update and delete holdings

• Create local holdings

Methods of Holdings Maintenance

17

Methods of Holdings MaintenanceConnexion Client

18

Methods of Holdings Maintenance Connexion Browser

19

Methods of Holdings Maintenance

• Search and download bibliographic records from your Z39.50 compliant local library system

• Set holdings online through OCLC Z39.50 service or return holdings through Batch services

20

Methods of Holdings Maintenance

• Works with your e-serials management vendor

• WorldCat Link Manager, EBSCO Link Source, Serials Solutions 360 Link, TD-Net e-Resource Manager

• Automates setting and maintaining your ISSN-based electronic serials holdings

21

Methods of Holdings Maintenance

• MARC records for materials received through your vendors with holdings automatically set in WorldCat

• Three levels of service:

• Basic (former PromptCat)

• 100% record delivery

• Customized record delivery

22

Methods of Holdings Maintenance

• MARC records for vendor sets of microform and electronic collections

• Holdings automatically set in WorldCat

23

Methods of Holdings Maintenance

• MARC records for U.S. government documents

• Holdings automatically set in WorldCat

24

Methods of Holdings Maintenance

• Discovery of your unique Digital Collections:

• WorldCat Digital Collection Gateway

• Connexion Digital Import

25

Methods of Holdings Maintenance

• MARC records for all formats in 60 languages

• Holdings set in WorldCat

26

What Methods of Holdings Maintenance Should You Use?

27

Next Steps

• Batchloading webinars week of January 25th (more information coming soon)

• If your library has never added holdings to OCLC: probably a batchloading retrospective project

• If your library already has holdings in OCLC: decide whether you need a batchloading reclamation project

• Decide how you want to maintain holdings on ongoing basis

28

Next Steps

• Work through checklist

• Read more about specific tools you choose at www.oclc.org

• To discuss holdings maintenance tools in terms of your library’s needs, or to get help with setting up a service, contact OCLC Customer Support:

• 800-848-5800

• support@oclc.org29