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

MFHD Local Holdings Project Status (a.k.a. UL Migration). AgendaMARC Format for Holdings Data (MFHD) Local Holdings Project ScheduleAuthorization Number ConversionTutorialsDocumentation

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

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    1. MFHD Local Holdings Project Status (a.k.a. UL Migration) Myrtle Myers Product Manager, Holdings and Local Data

    2. 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

    3. 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

    4. FirstSearch/WorldCat Resource Sharing Holdings displays

    5. 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.

    6. Authorization Number Conversion UL Authorizations without Cat Access Search UL permissions Cat Search permissions Full UL permissions Cat Full permissions Agent UL permissions Cat Agent permissions

    7. Authorization Number Conversion Cat 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

    8. 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

    9. 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

    10. Screen Shots for Search/Display of Local Holdings Records

    11. Search Screen – Display Local Holdings Checkboxes The Show Local Holdings if Single Record Found checkboxes (found on both the Command Line Search and the Keyword/Numeric Search areas) give you the capability to go directly to your Local Holdings Record (LHR) if your search resulted in a single match for a bibliographic record. Checkboxes The Show Local Holdings if Single Record Found checkboxes (found on both the Command Line Search and the Keyword/Numeric Search areas) give you the capability to go directly to your Local Holdings Record (LHR) if your search resulted in a single match for a bibliographic record.

    12. Brief display with Local Holdings Record indicated Brief display with Local Holdings Record indicated If your search results in a brief list of bibliographic records, you’ll see a link next to the record number called “LH.” Select this hyperlink to display the local holding record or, in the case of multiple LHRs, to display the Institution Summary screen.Brief display with Local Holdings Record indicated If your search results in a brief list of bibliographic records, you’ll see a link next to the record number called “LH.” Select this hyperlink to display the local holding record or, in the case of multiple LHRs, to display the Institution Summary screen.

    13. Institution Summary Screen Institution Summary screen Information from the record appears in a pop-up when you mouse over the item.Institution Summary screen Information from the record appears in a pop-up when you mouse over the item.

    14. Local Holdings Record From the Institution Summary

    15. Search Screen – Limit by local holdings Limit by Holdings When you select to limit by group holdings or group LOCAL holdings, a Group text box appears. Enter the group symbol you want to search. Limit by Holdings When you select to limit by group holdings or group LOCAL holdings, a Group text box appears. Enter the group symbol you want to search.

    16. Brief display with Local Holdings and Group Summary indicated Truncated display with Local Holdings and Group Summary indicated The LH link will take you to the institution level local holdings and the GR link will take you to the Group Summary holdings. The LH and GR will also display on brief lists.Truncated display with Local Holdings and Group Summary indicated The LH link will take you to the institution level local holdings and the GR link will take you to the Group Summary holdings. The LH and GR will also display on brief lists.

    17. Group Summary screen Group Summary screen Group Summary screen

    18. Local Holdings Record in View Mode Local Holdings Record View-only modeLocal Holdings Record View-only mode

    19. Display Local Holdings from a bibliographic record Display Local Holdings From the View menu select Display Local Holdings. The Local holdings type search bar appears. Select the type of holdings you want to find and click the Display Local Holdings button.Display Local Holdings From the View menu select Display Local Holdings. The Local holdings type search bar appears. Select the type of holdings you want to find and click the Display Local Holdings button.

    21. Existing Local Holdings Record in Edit Mode Local Holdings Record Edit modeLocal Holdings Record Edit mode

    22. Example of expanded 852 Field 852852

    23. Example of expanded 853 Field 853853

    24. Example of expanded 863 Field 863863

    25. Bibliographic Record Create Local Holdings Command

    26. Local Holdings workform in edit mode with Publication Pattern Data from Bib

    27. Local Holdings Record in View Mode Derive New Record

    28. Local Holding Workform from a derive command

    29. Screen Shots for Constant Data Record For Local Holdings Records

    30. Local Holdings Constant Data Create command

    31. Local Holdings Constant Data Workform

    32. Example of expanded 008 field for a Local Holdings Constant Data record

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

    34. Local Holdings Constant Data Record Workform from a derive command

    35. Save a completed Local Holdings Constant Data Record

    36. Online Usage Statistics for Local Holdings Maintenance Myrtle Myers Product Manager, Holdings and Local Data

    37. Institution Reports

    38. Institution – Summary Report

    39. Institution – Detail Report

    40. Agent Reports

    41. Agent - Summary Report

    42. Agent – Detail Report

    43. Local Holdings Batch Maintenance Service Myrtle Myers Product Manager, Holdings and Local Data

    44. 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.

    45. 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!

    46. 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)

    47. 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. Summary can be manually edited online following batchload projectSummary can be manually edited online following batchload project

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

    49. Replacement for Serials Union List Offline Products Jennifer Pearson Product Manager, Consortia Services Myrtle Myers Product Manager, Holdings and Local Data

    50. Agenda Online Union Lists – Jennifer Discussion on Future - Myrtle

    51. 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

    52. Illinois Group Catalog search screen [At this stage in the presentation, you can either demo live one or more group catalogs, or use these screen captures from the Florida Group Catalog.] Pictured is a screen shot from the Illinois Group Catalog. It’s a multitype, statewide union catalog with the holdings of over 1800 institutions. Went live July 2004. Library users in Illinois can search the collections of all public, community college and state university libraries through the Statewide Illinois Library Catalog (SILC). Illinois libraries have been contributing holdings to WorldCat for 30 years, so the creation of an Illinois union catalog was the next logical step in making the most of their work—and their investment. This catalog is currently live and available on the Internet (http://findit.ilsos.net/OCLC/) You’re looking at the catalog through the FirstSearch interface. Some things to point out: Branding: SILC logo in upper left. Institution name in upper right. No mention of OCLC or FirstSearch in the banner (There is a small WorldCat icon at the bottom right of the screen with message “Illinois Group Catalog records are enhanced with WorldCat holdings information ”) The name directly below the banner is “Illinois Group Catalog” not WorldCat Custom scopes: Users can limit their searches regionally and by library type. These are groups customized per specifications from the state library of Illinois So users can start locally, regionally, statewide or even search globally (by selecting “Libraries Worldwide”) [At this stage in the presentation, you can either demo live one or more group catalogs, or use these screen captures from the Florida Group Catalog.] Pictured is a screen shot from the Illinois Group Catalog. It’s a multitype, statewide union catalog with the holdings of over 1800 institutions. Went live July 2004. Library users in Illinois can search the collections of all public, community college and state university libraries through the Statewide Illinois Library Catalog (SILC). Illinois libraries have been contributing holdings to WorldCat for 30 years, so the creation of an Illinois union catalog was the next logical step in making the most of their work—and their investment. This catalog is currently live and available on the Internet (http://findit.ilsos.net/OCLC/) You’re looking at the catalog through the FirstSearch interface. Some things to point out: Branding: SILC logo in upper left. Institution name in upper right. No mention of OCLC or FirstSearch in the banner (There is a small WorldCat icon at the bottom right of the screen with message “Illinois Group Catalog records are enhanced with WorldCat holdings information ”) The name directly below the banner is “Illinois Group Catalog” not WorldCat Custom scopes: Users can limit their searches regionally and by library type. These are groups customized per specifications from the state library of Illinois So users can start locally, regionally, statewide or even search globally (by selecting “Libraries Worldwide”)

    53. The first record, “Devil in the White City”. Held by the home library (Illinois State Library), as indicated by home library icon. In standard FirstSearch, you’d see how many OCLC libraries own the item – 1812. <click> In the group catalog, we also include the number of libraries that own in the item in the group searched. Here we searched all libraries in the state. And the brief record shows that 379 libraries statewide own the item. <click> From the holdings page, users see a list of all 379 libraries in Illinois that own the item. The home library, the University of Miami, owns the item, shown at the top of the list. To access item availability, click on the icon <click> And the home web OPAC is searched for the record selected. A user may also access the OPACs of any of the institutions listed as hyperlinks in the holdings information. The first record, “Devil in the White City”. Held by the home library (Illinois State Library), as indicated by home library icon. In standard FirstSearch, you’d see how many OCLC libraries own the item – 1812. <click> In the group catalog, we also include the number of libraries that own in the item in the group searched. Here we searched all libraries in the state. And the brief record shows that 379 libraries statewide own the item. <click> From the holdings page, users see a list of all 379 libraries in Illinois that own the item. The home library, the University of Miami, owns the item, shown at the top of the list. To access item availability, click on the icon <click> And the home web OPAC is searched for the record selected. A user may also access the OPACs of any of the institutions listed as hyperlinks in the holdings information.

    54. Thank You – Questions?

    55. Replacement for Serials Union List Offline Products Discussion Possible uses for offline products Data that should be included What formats might be needed

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