Comparison of RLIN21 and OCLC Connexion Featuresfeyza/ComparisonRLIN21OCLC... · Web viewOffline...

Comparison of RLIN21 and OCLC Connexion Features July 18, 2006

Comparison of RLIN21 and OCLC Connexion Features

Feature RLIN21 Connexion client and browserSystem Access System Hours – Searching

System Hours – Record input and update

Available 24 hours a day, 7 days a week, except for occasional scheduled outages for maintenance.

Not available 21:00 – 23:00 Monday – Thursday, and 21:00 Friday – 21:30 Sunday Pacific Time.

Available 24 hours a day, 7 days a week, except for occasional scheduled outages for maintenance.

Same hours as for searching.

Catalog records for other libraries

Yes, by setting up the appropriate LI option and Logon profile.

Yes, using Agent mode.

Set up individual profilesThe customization provided by RLIN21 and Connexion vary. See Help for specifics.

Yes, ability to set up individual profiles for different or same users with different defaults.

Yes, set options and preferences for each user of the workstation. Also, with client profiles, you can set up individual profiles for different or same users with different defaults. For the browser, set options and preferences for each authorization numbers.

Multiple sessions open at a time

Yes Yes

General Preferences Yes, ability to set preferences for display format,

sorting sequence, email exporting format, string to add to exported record

Yes, called Profiles and Options in the client. Set at the workstation level. Browser provides many customizable preferences set at the authorization level.

On screen Help Yes. Yes. Report error No, except by use of Feedback. Yes Feedback Yes. Send feedback by clicking on Feedback in Yes. For client, from Help Menu, select Contact

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header bar. Fill in form. Support. For browser, click “Contact” on header bar. Send Suggestion/ Enhancement or Problem/Question to either Regional Service Provider, OCLC Support, or email of individual.

Database RLG Union Catalog WorldCat Scope and content Over 48 million titles and more than

148,000,000 individual recordsOver 70 million records and more than 1,000,000 holdings.

Structure Clustered records Master record Access points Cluster retrieved by any access point contained

in any record in the cluster.Access points can be added to master record depending on your authorization; enhance libraries can upgrade more of the record. Access points can be added from batchloaded records with certain profiles.

Access to institution-specific records

Yes, can access any institution’s version of a bibliographic record by clicking on the Library Identifier in the RLIN21 cluster display grid.

No for client. For browser, Local Holdings records using MARC-21 Holdings format, can be used to provide access to institution specific holdings information.

OCLC is determining the effort needed to provide access to individual bibliographic records.

Holdings data Uses embedded 852 fields. Link to holdings data in libraries’ OPACs provided (Voyager and Innovative sites).

Institution level holdings information attached to each Master Record. View holdings information for Default, All, Region or State. Hover over OCLC institution symbols in 040 field or Holdings display to see full name of institution. Brower supports MARC21 holdings format. Connexion does not provide links to libraries OPACs; however, these links are available from FirstSearch and WorldCat Resource Sharing.

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Searching RLG Union Catalog WorldCat Indexes. Many indexes available either as left-anchored

phrases, as word indexes, or as adjacent internal word (exceptions specified below)

Many indexes available as word, phrase, or whole phrase searches; many indexes also available for browsing. See details below

Authors Includes personal and corporate, though each may also be searched separately. Forenames, dates, etc. available as part of personal names. Also word search. Personal name word search also allows searching of forenames and dates

Called Name, and includes personal and corporate, which may also be searched separately. Word, phrase, and whole phrase searching as well as browsing supported for all author indexes.

Titles Includes catalog titles, series titles, related titles (linking fields) Related titles can also be searched separately

Includes catalog titles, series titles, related titles, uniform titles. (All except related titles may also be searched separately.) Word, phrase, whole phrase searching and may also be browsed.

Subjects Subject phrase, subject subdivision, subject word Subjects may be searched by word, phrase, or whole phrase. The following may also be searched separately: Canadian subject, Corporate/Conf. subject, Descriptiors ($x), LC Childrens, MeSH, NAL Subject, RVM subject, Sears subject. Also available for browsing.

Keyword Yes. Yes. Other indexes LCCN, ISBN, ISSN, ISMN (as well as ISRC,

plate and publisher numbers, etc. with the Number index) Action, Document number, Publisher, Classification number (LC, Dewey, NLM), geographic classification, Report number, Form/Genre.

Many additional indexes including OCLC control number, LCCN, ISBN, ISSN, Canadian Class number, Cataloging source, Character set present, Collection level, Cooperative programs, various Derived indexes (e.g., 3,2,2,1 title), Dewey class number, Dewey edition, Format/Doc type, Genre/Form, Geographic coverage, Government document number, Holding Library, Holding library group, Internet, Language, Publisher, Place, Country of

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publication, LCSH, Local holdings, Material type, Microform, Musical composition, NAL class number, NLM class number, Notes, Publisher, Publisher location, Publisher number, Report number, Serial decade, Standard number, UDC number, Update date, Vendor, and Year.

Browse indexes Authors (personal

and corporate headings)

Yes. Yes.

Subjects (all) Yes. Yes. Titles (all) Yes. Yes. All headings No. Yes. Other None. Many of the search indexes may also be

browsed. Please see Searching documentation. Search in original scripts

including cut and paste values from records into search box

Yes, in both RLIN21 Web and RLIN21 client. Yes, for client. Not supported in the browser.

Initiate author, title or subject browse by clicking heading in Full display

Yes This type of functionality can be done by creating a macro.

Command line searching Yes. Allows Boolean searching of multiple indexes/values including grouping within parentheses. Adjacency searching (not proximity) for words in name, title, subject, keyword indexes)

Yes. Allows full syntax searching and browsing. Use index labels followed by correct punctuation for words (:), phrase (=), or whole phrase (w=). Supports Boolean and proximity operators, as well as wildcards and truncation.

Guided searching Select the radio button for one of the following indexes: - Title

Yes. For client use Search WorldCat window, entering search terms and select index from provided list (93 indexes). For browser, use

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- Author - Subject - ISBN - ISSN - Record ID

Search WorldCat screen.

Truncation and Wild cards Most word or phrase searches can be right-truncated (?), or use browsing for automatic truncation. No wild cards

Phrase searches can be right-truncated (*), or use browsing for automatic truncation. Two types of wildcards (# or ?) to retrieve different forms of a word (Latin script searches only).

Boolean and proximity operators

Yes. Allows Boolean searching of multiple indexes/values including grouping within parentheses. Adjacency searching (not proximity) for words in name, title, subject, keyword indexes)

Yes. Type multiple search terms in a single box to combine a search in a single index. Between terms, type:

- Operators and, or, or not - Operators with (w) or near (n). Optional: Add numbers (1 to 25) to specify the number of intervening words

Limits Yes. Search results of up to 10,000 can be limited by: - Date, Language - Material type - Location code - Web link - MARC tag plus value - Reformatting quality - Microform generation code - Country of publication.

Yes, for search results of any size. Called Qualifiers. Include: - Type of material, format - Year(s) of publication - Microform/not microform - Source - Internet/non-internet - Language

Country of publication an index. Previous searches

availableYes. - Summary display of all searches within a session. - Can be re-executed - Can be combined on previous searches screen

Yes. For client, search dialog retains last 10 entries in each search box, saved across sessions, which can be revised or repeated. For browser Search History, saved across sessions, provides last 10 searches, which can be revised or

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or in command line repeated. Option on Search WorldCat dialog or screen to retain previous search, which can be revised repeated.

Local indexes Yes. Available for RLIN21 client users to retrieve only their own institution’s records. Include Status, Local data numbers, Local call number, Donor.

Connexion client and browser records saved to the online Save file or client local file can be retrieved by the saving institution by a variety of indexes: Save file #, OCLC#, Title, URL, Used Date, My Status, Workflow status (4), Action Status (14), and Source status (8).

Change database Yes. From search screen. Yes. For client, use hot keys or from Windows menus. For browser, use hot keys or select form drop down lists.

Searching help Yes, direct access from search page to database help including:- How to search database- List and description of indexes- List and description of limits Help is also available on the RLG Web site.

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Yes, For client Help from every dialog, as well as ability to search Help on specific topics. For browser, context specific Help, not limited to searching, available throughout the interface. Also, can search Help for specific topics. Help is also available in HTML and PDF booklets on the web.

Search results: RLG Union Catalog WorldCat Group No. Yes. By default, for 101-1500 records. Each

entry represents a group of records, according to material type and date. NOTE: Connexion browser and client allow you to set your preference to accept the default or chose another list display as your default. This can be changed from the search screen or the results screen and is saved across sessions.

List Yes Yes. By default for 6-100 records. One line for each record.

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Brief Yes. By default for any result over one cluster. Yes. By default for 2-5 records. Full record (labeled) view Yes. Formatted, labeled display with complete

bibliographic details. Each access point is a link to another heading’s Browse display with the same author, title, or subject.

No

MARC record view Yes. By default for single hit. Yes. By default for single hit. Open Web links Yes, from Full display Yes, for client, and Yes for browser, if you

change to Display mode. Sort search results Yes, results of up to 250 are sorted

automatically. Can be re-sorted by author, title, or date (latest or earliest first).

Connexion provides default sorts based upon the search type. For the client, you can resort lists of under 100.

View total number of library holdings on bibliographic records

Yes Yes, including if your library holds the title and if Local holdings present

Display list of libraries that hold the title.

Yes, cluster list displayed at bottom of Brief, Full, and MARC displays.

Yes; View Holdings; can request to view holdings by ALL, Region, State, or Default.

Display various record characteristics of each record in cluster (without having to examine each record)

Yes: Owning institution, encoding level, record type (in process, on order, archival control, cataloged), type of classification scheme, MARC Organization Code, presence of original scripts, whether it’s a BIBCO record, microform generation, reformatting quality, actions, link to OPAC, whether includes an electronic access link, language of cataloging

No, master record only.

Authority files Indexes. (See also

Searching, above) Headings Yes. No adjacency searching.

Headings in distributed records indexed (phrase

Yes. No adjacency searching.

OCLC indexes distributed and pending records

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and word searching) separately from headings in saved/pending records.

together. Saved records are indexed only in an institution’s Save file or in a Connexion client local file.

Browse Indexes LC/NACO: Heading, Pending Heading (i.e. headings in saved records) LC/SACO: Heading.

Personal Name; Corp/Conf Name; Title; Topicals; Geographic Names; LC Names; Childrens Subjects; LCSH; Subdivision heading; Musical Incipits

Keyword No. Yes. Search Indexes LC/NACO: Personal (phrase and word),

Corporate (phrase and word), Subject (Phrase and word), Titles (phrase and word), LCCN, Record ID, Pending Heading (phrase and word).LC/SACO: Heading, Subdivision, Personal Name, Corporate, Title, Record ID, and LCCN.

Personal Name; Corp/Conf Name; Title; Topicals; Geographic Names; LC Names; Childrens Subjects; LCSH; Subdivision heading; Musical Incipits, ISSN, ISBN, ARN, LCCN

Access LC Name and Subject Authority Files

Yes, but must search separately. Yes, both searched together.

Access Chinese Name Authority file

No Yes for client. No for browser.

Superseded/deleted records and versions

Yes. Ability to go back and forth between current version and all earlier versions with a click. Ability to search deleted authority records via ID or LCCN.

No, for client. Auth History in browser currently only available to OCLC staff. OCLC plans to add this functionality.

Explode MARC 008 to labeled display

Yes No. OCLC provides mnemonics, but not guided entry.

From heading display, see record by clicking on heading or initiate new browse beginning with heading

Yes No, for client. For browser, from see also references can click to display record.

Heading conflicts:

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Duplicate Headings

No (in process) Validation warning. Also, weekly offline report for QC staff.

Heading/reference conflict

No (in process) Validation warning

Form conflicts No (in process) No Create skeleton authority

record from heading in MARC display of bibliographic record

Yes, from record in RLG Union Catalog or from user’s local system

Yes, for client from WorldCat record, use Generate Authority Record macro. For browser, use field Function Generate Authority Record. OCLC does not support Z39.50 search to the local system. Records from local system can be imported and then are available to run this macro or function on.

LC/NACO file contribution

Yes. Records contributed when user changes from saved to production.

Yes. Replace or add contributes to LC/NACO file (for authorized users only)

Validate records Yes. MARC content-designation. Can request explicitly or occurs at time of adding record.

NACO intra-record relationships.

Yes. Can use validate command or happens automatically in conjunction with final actions. To identify errors in the structure or data before taking a final action.

Many intra-record relationships.

For updating holdings or exporting on existing records, you many also chose Full, Basic, or None.

None No validation.

Basic Checks the validity of elements, length, repeatability, type of data or codes, and other aspects of MARC record structure.

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Full Verifies record structure (as for basic validation) and also checks relationships between elements.

Control authorized headings in bibliographic records and link the headings to the Authority File record

No Yes

Terminologies Web Service

No Yes. Provides access to multiple controlled vocabularies to help you create consistent metadata for your library, museum, or archive collections. Copy-and-paste headings, including appropriate MARC tagging, from list to bib record; can be used as a standalone tool or can be integrated into a variety of metadata editors including Connexion, CONTENTdm, and others.

Record editing and creation RLG Union Catalog WorldCat Online save file for

temporary record storage (See also Local Indexes below)

Yes. Save records can be retrieved by date parameter by owning institution and are retrieved by all users with the same set of indexes as production records. Available indefinitely until the user updates them and changes status to production or deletes the record.

Yes. For online save file, saved records are stored for 14 days for existing records, and 28 days for new records, and can be resaved to reset aging. Save records are accessible only to users at your institution. Save records are searchable by variety of indexes (Save file #, OCLC#, Title, URL, Used Date, My Status) as well as Statuses (Workflow, Action and Source). Submit functionality also allows another library to view your record in the online save file.

Offline save file for local temporary record storage

No Yes, for client. Records can be save indefinitely. No, for browser.

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Text macros Yes. Create and save commonly used strings, including non-Latin characters. Can share macros across profiles.

Yes, for client, can create text strings and assign to a key stroke. No for the browser, but can do similar thing with Constant Data record using common text in a field.

Macros (Short programs you write to automate routine tasks. Macros are built from commands. Each command does one step in the procedure you want to run automatically.)

Not provided, but can use own macro programs such as MacroExpress with the RLIN21 client

Yes, for client. No for browser.

Edit records in MARC tag view (such as 245”)

Yes Yes

Edit records in MARC Text view (such as “Title”).

Yes, provide labeled template views for some fields (e.g., Archival field templates)

No, except for browser Local Holdings Maintenance, which provides labeled templates for entry of MARC-21 Holdings. OCLC plans to add support for guided input of Archival fields.

Edit bibliographic records in Dublin Core view

No Yes for browser. No for client.

Create and edit bibliographic records with original scripts

Yes, Chinese, Japanese, Korean, Arabic, Hebrew, Cyrillic

Yes, for the client – called non-Latin scripts. Support Chinese, Japanese, Korean, Arabic, Hebrew, Cyrillic, Greek, Thai and Tamil. Planning support for Bengali and Devanagari. No for the browser.

Extract data from an electronic resource to create a new record

No Yes

Import MARC records No Yes, for client and browser, MARC-8 format.

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For client only, UTF-8 also supported. Customizable templates Yes. RLIN21 provides a default set of templates

for 8 material types plus an original script version of each. Users can create or customize and share templates among user profiles.

Yes, Connexion provides a default set of workforms for 8 material types. Users can also create, save and share Constant Data records across the institution.

Custom template from existing record

Yes. Create and save a custom template from an existing record using drag and drop

Yes. From a bib or auth record, “Derive new constant data record”

Change material type of existing record or target record when copying from source record

Yes. If users updates a record and changes the material type, the original record is deleted.

Yes. Users may change material type for any record they are editing; also may derive a new record and change material type. Can move from any material type to another. Enhance libraries can also edit and replace the master record to correct a material type.

006, 007, 008 edited within separate template

Yes Yes, for 006 and 008. The 007 is edited as a MARC tagged field, with each position separated by subfielding for easy editing.

541, 583 templates for records under archival control

Yes. No, but plans to add..

852 holdings template Yes, with default values set by RLIN21 client administrator.

Users can create constant data records, or use guided input for Local Holdings in browser.

Create MARC 21 holdings No, RLG supports only 852; can store MARC 21 holdings but not display. Links to OPAC holdings substitute for retaining detailed holdings information.

Yes, for browser, full support for MARC 21 holdings entry and update. No, for client; however, can launch Connexion browser session from client to do local holdings maintenance. Takes you directly to the record you are on in the client.

Copy a record for same or different manifestation

Yes. Yes, called Derive.

MARC record help Yes. Direct access from search page to MARC Yes. For client, right click on tag; also available

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help including:- MARC Code lists- Concise MARC formatsFor client, place cursor in field, hit F1. Result is list of valid indicators and subfields for variable fields and codes and values for fixed field positions.

via a menu (Help, MARC Field Help) or via a function key (Shift, F1). For browser, chose Help from the Functions list at the end of each field. All of these actions link to the specific information in OCLC’s Bibliographic Formats & Standards, or for authorities, to LC’s MARC21 Concise Format for Authority Data. BF&S also provides links out to MARC Code lists.

Copy and paste Yes. Can copy and paste within a field. System sorts in tag groups, but leaves order as user created. Can insert new fields above or below existing fields.

Yes, called copy and paste. For client, can copy and paste multiple fields, and can easily change the order of fields.

Drag and drop Yes. Can replace bibliographic data in one record with bibliographic data in another (e.g., when fuller record is located).

No

Keystroke shortcuts Yes. Can delete, duplicate, insert rows, change profiles, begin new session, create record etc.

Yes, for client the application can be used entirely without the mouse. All menu items are assigned to keystrokes and can be reassigned; editing uses common Windows shortcuts. For browser, most actions have keystroke shortcuts.

Multiple editor Windows open in a single session

Yes Yes for client. For browser, can access from Show Active records screen.

Designate fields not to be displayed by others (Privacy indicator)

Yes Yes, but these fields are not retained in the master record

Select font Yes, any available on PC; Arieal Unicode MS default. Change font size from 8-18

Yes, but OCLC recommends Arial Unicode MS. Font size is also customizable. For the client, you can customize different colors for bibs and auths.

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Check spelling No Yes, for client. No for browser. Dewey Cutter tools No Yes, for client use Dewey Cutter Macro. For

browser, use Dewey Cutter Software. Work offline No Yes, for client. No for browser. Validate records Yes. MARC content-designation. Can request

explicitly or occurs at time of adding record.Yes. Can use validate command or happens automatically in conjunction with final actions. To identify errors in the structure or data before taking a final action.

Verify MARC-8 characters

Yes. For client only, Verify MARC-8 to easily determine if Unicode characters can be converted to MARC-8.

Produce offline products such as MARC Subscription, catalog cards, and accessions list

No Yes

Delete holdings on bibliographic records

Yes, delete library’s copy of the record Yes

Submit records to other institutions for review prior to finalizing

Yes, has email functionality to send record to any email

Yes

Process actions in batch No. Yes, for client. Examples include Update, Produce, Export, Print, and Delete Holdings.For browser; you can mark save file records for export and label print, retrieve the marked records, and process the group at once.

Print labels No Yes, for client. For browser, use OCLC Cataloging Label Program version 1.22

Create label file No Yes, for client. For browser, create label file in SL4 format; if needed, change label format when importing file into label printing software.

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Record output Automatic export of any

records created, edited, or deleted

Yes, set up by RLIN21 client administrator with options to suppress export as needed.

Export is done with a specific action on each record, or can be done in a batch.

Export records to a file Yes Yes Export records to an FTP

fileYes Comparable OCLC functionality is OCLC

MARC Subscription. Libraries that are subscribed, receive copies of their records resulting from online transactions. They can profile for Update/ Produce, Replace, and Delete holdings transactions. Records can then be picked up using OCLC EDX.

Export records via a TCP/IP connection

No Yes

Display messages from your local system after export

No Yes, for client. No for browser.

Export records via a printer/comm port

No Yes for client; no for browser.

Export MARC-21 character sets.

Yes, MARC-8, or Unicode (UTF-8) Yes, MARC-8 or Unicode (UTF-8). (browser MARC-8 only)

Export records in Dublin Core HTML and Dublin Core RDF/XML formats

No Yes, for browser bib records. No for client.

Email Yes. Email individual records or groups of records

No, but can export to a file and then email the file. Email of records available in FirstSearch.

Miscellaneous WebDewey and Abridged

WebDeweyNo Yes, for subscribing libraries. For client,

includes option to launch WebDewey in your default browser from within client.

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Interface language English For client, Chinese (Simplified), Chinese (Traditional), English, German, Japanese, Korean and Spanish. For browser, English.

Glossary of terms:RLIN21 OCLC Description/DefinitionCluster or title Record The bibliographjc record representing

the manifestation of a workRecord Holdings Represent a given institution’s holdings

of the manifestation of a work.Copy record Derive record (Chris: Does OCLC

still have something like the NEW command for record for a near match/diff. ed.?)

Base record on existing record

Custom template Constant Data record Saved MARC workform with user-supplied values for repeated use

Feedback Contact Support Send feedback or submit questions online.

Full display No equivalent in Connexion, but available in CatExpress.

Display all fields in bib records with textual labels rather than tags.

Grouping Nesting Combining search terms in parentheses with Boolean operators

Hints Quick Tips On screen helpLimits Qualifiers Reduce number or records retrieved by

limiting or qualifying to a given set of criteria

List display Truncated display One or two line display.Text Macros Text strings Store commonly used strings of text,

including non-Latin characters.

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Original scripts Non-Latin scripts Scripts outside the Latin character set repertoire. The MARC 21 non-Latin character sets are: Arabic, Chinese, Cyrillic, Greek, Hebrew, Japanese, and Korean.

Previous search Search historySuperseded/deleted authority records and versions

Authority History

Template Workform Basis for creating a bibliographic record that includes data that can be reused.

Terms with different meaningsTerm RLIN21 ConnexionKeyword search A search comprised of one or more

individual words or numbers from most fields in a bibliographic record. Compare with "title word search", "personal name word search", "corporate name word search", "subject word search", “phrase search”, etc.

A search comprised of a word, number, phrase, or whole phrase from most fields in a bibliographic record. Compare with “derived search” (Title, Name/Title, Personal name, Corporate or Conference name)

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