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Page 1: The Easy Way to Get your Print Periodicals into the OCLC ...

TheEasyWaytoGetyour

PrintPeriodicalsintothe

OCLCElectronicLinkResolver

GaryR.CocozzoliLawrenceTechnologicalUniversity

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Whydothis?

• LinkResolversaredesignedonlyforelectronic products

• Yourprintperiodicalholdingsarejustasvaluable

• Sometimes,thereisNOelectronicequivalentforyourprintholdings

•OCLC’sLinkResolveristoday’sfocus,butcouldusethisprocessforotherresolverstoo

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“EASY”isarelativeterm

• Thisisstillabitofworktodotomakethishappen

•Mucheasierthandoingitmanually

• CanloadjustwithOPAClinks,thenaddholdingsastimepermits

• Onceloaded,canworkfromKnowledgeBasetomodifyitortofixitviaafreshnewload

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Myfirstattempt:

Used“Analytics”and“MyLibrary”

Showstitles,ISSN,OCLCnumber

Noholdingsgiven

CopycolumnstoKBARTmasteronOCLCsite

CanmanuallycreatelinktoDiscoveryrecordforholdings

Easy,butverylimited

Says“appearsin2hours”but,takesmuchlongertoappearinMyFiles

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Only7ofthe26KBARTcolumnsareneeded- therestareoptional

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Firsttimeloadorsubsequentuploads

Downloadthespreadsheettomodifythetitlesorholdings

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WorldCat QueryCollection

• Moreflexiblewaytogetyourprintrecordsforserials• Youwillfindthisunder“Metadata”>“CollectionManager”• Then,“createacollection”,choose“QueryCollection”

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Chooseyourcollectionnametouselater

OCLCprovidesthis;Addtospreadsheetlateron

Selectioncriteriawillgohere(wewillseeitinalaterslide)

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HardPart:ComingUpwiththeSearchStatement

• VariousSearchstatementsarepossible• li:yourlibrary’scodee.g.,EYLsoitisli:EYL forus• UseBooleanLogicwithAND,OR,NOT• Manywaystodothis,suchaswithmaterialtypes• Iwasusingmt:ser butitmaybemoredirecttousemt:per

• mt:per helpseliminatesomemonographicserialslikeannualbookseries• Wewouldwantmt:per,mt:mic,etc.but NOTmt:elc• So,itwouldbeli:EYL AND((mt:per ORmt:mic)NOTmt:elc)

• Orcouldusedocumenttypes• (x0:jrnlANDx0:news)NOTx4:digital

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WhatIdidn’trealize…

Icould’vehadab8:• b8:isalocationwhereourperiodicalsare,

“PeriodicalsShelvedbyTitle”• So…b8:periodicals wouldbehelpfultoadd

• Butthiseliminatesallnon-monographicitemsthatwouldsitunder“BookStacks”“Reference”orotherlocations• Addstatementsthatwouldincludetheselocations• Or,justmanuallyadditemsifnottoomany

• b8:maynotworkaswellifyouinter-fileperiodicalsinwiththecatalogedbooks;havetouseotherschemes

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TestitoutinWorldCat Discovery• Youcansimulaterathercloselythefinalresult• Takeoffthe“li:EYL”portion• Examinetheresults…anyodditems?• Ire-sortedby“oldestfirst”toseeanyunusualitems• Refiningquerymightremovethem• Canalwaysdeleteunwanteditemslaterbeforeuploading• Remembertousefacetstolimittoyourphysical librarycollectionsonly

• CanalsodothistestingviaWorldCatLocalorFirstSearch

• Whensatisfied,IcouldusethisformyQuery:li:EYL AND((mt:per NOTmt:elc)ANDb8:periodicals)

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((mt:per ORmt:new ORmt:mic)NOTmt:elc)ANDb8:periodicals

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TheQueryWillDeliverMARCRecords

• Takesabout36to48hourstogetthefile• Finditunder“Metadata”then“MyFiles”

• UseMarcEdit forthenextstage:• ConverttheMARCrecordstotab-delimitedfile• or,ConverttherecordstoaKBARTfile• “KnowledgeBasesandRelatedTools”

• MarcEdit isafreesoftwarethatoffersmanyhelpfultricks• Constantlybeingupdatedandimproved

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xCreatingtab-delimitedrecordsfromMARCrecords

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NewKBARTway

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-Examineextra blanklinesin titlecolumn-When“OK”,sorttoeliminatethem-Takeoutthe“The”infrontoftitlesviareplace-Iadd“aaa”tonotsortthetopline-Takeoutthe“aaa”beforeloading!!!

The“Last”columnsarenotcorrect…havetomakethememptyoreditthem

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Add“print”to“coverage_depth”ifnotalreadythere

-Create title_url byaddingsearchstringwith“no:”forOCLCnumber-Couldalsousehttps://[library].on.worldcat.org/oclc/-AddanewcolumnthenCONCATENATE(J2,Z2)andrundownthecolumn-Oldtitle_url +OCLCnumber=title_url thatlinkstoyourcatalogrecord-Saveastab-delimited,thenre-openinExcel-Deleteoldtitle_url andnamethenewcolumntitle_url

-the866fieldisplacedin“coveragenotes”-Instantholdings!*(*butyouhavetoeditthem!)

|https://ltu.on.worldcat.org/search?queryString=no:| +|16736129|||||

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Deletethiscolumn“rectype”

RAW:firsttimeload,orreload.COVOVERLAY:ifchangingcoverageonlyIfsendinginareplacementfile,canjustuse“raw”

Couldaddlocationornoteslike“Currentissueondisplay”or“BoundVolumes”Butthatisoptional

AddOCLCCollectionID here(“customer.46831.65”)ComesfromQueryCollection

Addthatnamethattheuserwillseeandunderstand

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Don’tletthishappentoyou!

Dothisinstead

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WhatitlookslikeintheKnowledgeBase

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ThisiswhatitlookslikeintheResolverviahttps://ltu.on.worldcat.org/atoztitles/link

ItisinPrint

Cameinautomaticallyfrom866field

Manuallyadded

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TwoFacesofLinking:articlevs.title

StandardOCLClinkingscheme,showingcitationinresolver

SearchesfortitleofjournalonlyifnocitationinWorldCat

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Aftersomehoursofwork…• Andsomefrustrations• Andsomedo-overs• Andsometedium• Andastrongurgetoweed…

YouwillexperienceATriumph!

ü Yourprintserialsarenolongerhiddenfromaninquiringpublic

ü Yourpurposeinlifewillnowbecomplete

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So,itwassortof easyafterall…

YouareverywelcometocontactmeifyouhaveanyquestionsOCLCSupportcanhelpyoutoo

• GaryCocozzoli• LawrenceTechnologicalUniversity• 248-204-3000• [email protected]