MFHD Local Holdings Project Status (a.k.a. UL Migration)

OCLC Online Computer Library Center

MFHD Local HoldingsProject Status(a.k.a. UL Migration)

Myrtle MyersProduct Manager, Holdings and Local Data


MFHD Local Holdings Project Status(a.k.a. UL Migration)

Agenda MARC Format for Holdings Data (MFHD)

Local Holdings Project Schedule Authorization Number Conversion Tutorials Documentation & Help Draft Screen Shots


MFHD Local Holdings Project Schedule

December 2005 Full LDR database was converted to MFHD in

December.

January 2006 Holdings displays in FirstSearch, in WorldCat

Resource Sharing, and in ILLiad will show volume and year data from MFHD LHRs


FirstSearch/WorldCat Resource Sharing Holdings displays

DRAFT SCREEN SHOT


MFHD Local Holdings Project ScheduleFebruary 2006 – Weekend of install Current Union List System will be unavailable

starting around 6:00 PM EDT on Friday February 17th.

New Holdings Maintenance functionality will be available through the Connexion browser starting Sunday February 19th.

Local holdings data will be available in FirstSearch & WorldCat Resource Sharing during the weekend of the install.


Authorization Number ConversionUL Authorizations without Cat Access

Search UL permissions Cat Search permissions

Full UL permissions Cat Full permissions

Agent UL permissions Cat Agent permissions


Authorization Number ConversionCat Authorizations without UL Access

Given LHM Full Cat Limited Cat Full Cat Enhance Cat CONSER Cat Retrospective

conversion Cat NACO

Given LHM Agent Cat agent

Given LHM Search Cat Search


Tutorials First one will be available starting January 27th on

the OCLC corporate website Others will released as they are available. Five different tutorials

Local Holdings Maintenance access and operation Search WorldCat for local holdings records Maintain local holdings records Add a local holdings record Agent activity


Documentation & Help

Context-sensitive Help linked to interface screens Booklets on key tasks, built from Help content

Available on the Web, in HTML & PDF Quick Reference Card MARC 21 Format for Holdings Data

Field level help within the interface Tag Chart Primer


Screen Shots for Search/Display of Local Holdings Records


Search Screen – Display Local Holdings


Brief display with Local Holdings Record indicated


Institution Summary Screen


Local Holdings RecordFrom the Institution Summary


Search Screen – Limit by local holdings


Brief display with Local Holdings and Group Summary indicated


Group Summary screen


Local Holdings Record in View Mode


Display Local Holdings from a bibliographic record


Screen Shots for Updating/Creating of Local Holdings Records


Existing Local Holdings Record in Edit Mode


Example of expanded 852 Field






Bibliographic RecordCreate Local Holdings Command


Local Holdings workform in edit modewith Publication Pattern Data from Bib


Local Holdings Record in View ModeDerive New Record


Local Holding Workformfrom a derive command


Screen Shots for Constant Data Record

For Local Holdings Records


Local Holdings Constant DataCreate command


Local Holdings Constant DataWorkform


Example of expanded 008 fieldfor a Local Holdings Constant Data record


Derive a New Local Holdings Constant Data Record from a Local Holdings Record


Local Holdings Constant Data Record Workform from a derive command


Save a completed Local Holdings Constant Data Record


Online Usage Statistics for Local Holdings Maintenance



Institution Reports


Institution – Summary Report


Institution – Detail Report


Agent Reports


Agent - Summary Report


Agent – Detail Report


Local Holdings Batch Maintenance Service



New Projects

Hiatus Expect to lift hiatus on new projects shortly after

local holdings maintenance is available through the Connexion browser

Order Form A new order form for the local holdings batch

maintenance service will be available on the OCLC Web site at that time.


Data Requirements

Will continue to accept files of MFHD or Non-MARC patterned data.

Will no longer be limited only to serial item holdings.

Newspaper restrictions for USNP (NEPU) libraries will be removed!


OCLC Control Number must still be in each record and consistently in the same location in each record in a file.

Will continue to require complete set of holdings records attached to a single bibliographic record.

Will still follow single copy model. Each holdings record sent in the set of records for a specific bibliographic record must represent the holdings data for only one copy.

Data Requirements (cont)


Institution-level Summary Holdings

Institution-level summary holdings statements will be created when library submits coded holdings data.

Summarization will generally not be done for textual holdings. A generic note indicating that local holdings are

available will take the place of an institution summary if one cannot be created.


Documentation

Planning Guide is under revision. Batch Processing Web pages will be

revised.


Replacement for Serials Union List Offline Products

Jennifer PearsonProduct Manager, Consortia Services



Agenda

Online Union Lists – Jennifer Discussion on Future - Myrtle


Online Union Lists

Dynamic database built from holdings in WorldCat

Updated as you update your holdings in WorldCat

Can be customized to fit your group’s needs


Illinois Group Catalog search screen



Thank You – Questions?

To contact me with further questions:

[email protected]

mailto:[email protected]


Replacement for Serials Union List Offline Products

Discussion Possible uses for offline products Data that should be included What formats might be needed

Documents

MFHD Local Holdings Project Status (a.k.a. UL Migration)