WorldCat Holdings Presentation

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For Texas Navigator libraries Presented by Rick Newell Senior Training Coordinator OCLC WorldCat Holdings: Why They Matter and the Tools to Maintain Them 6 January 2010

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Powerpoint for the WorldCat Holdings presentation.

Transcript of WorldCat Holdings Presentation

Page 1: WorldCat Holdings Presentation

For Texas Navigator libraries

Presented by

Rick NewellSenior Training CoordinatorOCLC

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

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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?

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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

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WorldCat Navigator

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WorldCat.org

www.worldcat.org

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Your library here ?

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WorldCat Local

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FirstSearch

Your library

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WorldCat Resource Sharing

We weeded this 5 years

ago!

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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

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WorldCat Collection Analysis

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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

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Holdings and Local Holdings

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Holdings and Local Holdings

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Holdings Local Holdings

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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

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Methods of Holdings Maintenance

• Add or delete large numbers of holdings

• Retrospective

• Reclamation

• On-going

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Methods of Holdings Maintenance CatExpress

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• 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

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Methods of Holdings MaintenanceConnexion Client

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Methods of Holdings Maintenance Connexion Browser

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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

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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

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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

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Methods of Holdings Maintenance

• MARC records for vendor sets of microform and electronic collections

• Holdings automatically set in WorldCat

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Methods of Holdings Maintenance

• MARC records for U.S. government documents

• Holdings automatically set in WorldCat

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Methods of Holdings Maintenance

• Discovery of your unique Digital Collections:

• WorldCat Digital Collection Gateway

• Connexion Digital Import

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Methods of Holdings Maintenance

• MARC records for all formats in 60 languages

• Holdings set in WorldCat

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What Methods of Holdings Maintenance Should You Use?

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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

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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

[email protected]