OCLC Online Computer Library Center MFHD Local Holdings Project Status (a.k.a. UL Migration) Myrtle Myers Product Manager, Holdings and Local Data

OCLC Online Computer Library Center

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

Myrtle Myers

Product 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 SHOTDRAFT SCREEN SHOT


MFHD Local Holdings Project Schedule

February 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

Myrtle Myers



Institution Reports


Institution – Summary Report


Institution – Detail Report


Agent Reports


Agent - Summary Report


Agent – Detail Report


Local Holdings Batch Maintenance Service

Myrtle Myers



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 Pearson

Product Manager, Consortia Services

Myrtle Myers



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]


Replacement for Serials Union List Offline Products

Discussion

Possible uses for offline products

Data that should be included

What formats might be needed

Documents

OCLC Online Computer Library Center MFHD Local Holdings Project Status (a.k.a. UL Migration) Myrtle Myers Product Manager, Holdings and Local Data