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Influencing Success:Configuring the WorldCat Knowledge
Base with User Needs in Mind
Terry W. Brandsma, Information Technology Librarian
Mary Jane Conger, Head, Cataloging Department
University Libraries, UNC Greensboro
March. 14, 2014
UNC Greensboro
Established: 1891
Carnegie Classification: Doctoral-granting, research-intensive institution
FTE:18,500
Degrees: 100 undergrad, 77 masters, 28 doctoral
16 Research Centers and Institutes
Joint School of Nanosciece & Nanoenginerring with NC A&T State University
University Libraries
2.8M+ items (books, gov docs & microforms)
42,000+ print & e-journals
400+ electronic databases
30 librarians, 60 support staff
Branches (2):
Walter Clinton Jackson LibraryHarold Schiffman Music Library
Affiliates (5):
Teaching Resources CenterInterior Architecture LibraryMulticultural Resource Center LibraryMedia Studies LibraryDance Library
ILS History
1990: OCLC LS2000 1993: DRA Classic 2005: Sirsi Unicorn/SirsiDynix
Symphony 2013: OCLC WorldShare
Management Services
Image: Langdon Public Library http://www.langdonlibrary.org/
Why We Chose WMS
Public Catalog no longer being developed or supported
ILS not meeting our changing needs Stability for 5-10 years Budget crisis (>$1M cuts for 2013-
2015) System architecture vs. product Cloud-based, collaboration
WorldCat Local (WCL) Implementation
WCL Quick-Start Hybrid: UNC Library Express (Sep 2009)
WCL Full (Mar 2012)
User interface options
Registry settings
Metasearch content
Relevancy & scoping
OpenURL resolution
OPAC statuses & locations
Full text and open access links
ILS integration
WorldCat knowledge base
Migration to WMS
Oct 2012: Data Migration Questionnaire Jan 2013: Translation Tables (Locations &
Patrons) Feb 2013: Scope Statement Feb 2013: Deliver Bib Records (non-serials) Feb 2013: Deliver initial Patron Records Apr 2013: Deliver Serial Bib Records May 2013: Deliver Circulation Transactions May 2013: Deliver Bib Gap File Jun 2013: Go-Live
Image: https://www.icinga.org/wp-content/uploads/2010/11/migration.jpg
Migration Facts/Figures
Bib records loaded: 1,244,504 Items migrated: 1,513,527 Patron records loaded: 26,893 Circ loans migrated: 22,313
Print Serials Subscriptions: ~500 Serials records loaded: 19,897
Migration Tips
Data Clean up is essential Items with blank locations Bib records with no items Mismatched items
Communication is the Key Expect problems, develop
workarounds Drive the enhancement process
WorldCat knowledge base (KB) Implementation
Summer 2012- first “big” library to populate it Collections not available
Holdings wrong in the collections
Add custom collections ourselves
Uses KBART files, not MARC records Some vendors clueless
Streaming Media was added at the end of 2012
Matches to WorldCat records through OCLC number Titles within a Collection didn’t have an OCLC match
Still a work in progress
1954~1986
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