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Planning for Life after OCLC Passport for Cataloging

Planning for Life after OCLC Passport for Cataloging. An overview of the new OCLC cataloging service Revised April 2002. New record every 15 seconds. The Catalog Today. Bibliographic. Library contributors. Holdings. WorldCat. The Catalog in the Future …. archives. libraries. museums.

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Planning for Life after OCLC Passport for Cataloging

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  1. Planning for Life after OCLC Passport for Cataloging An overview of the new OCLC cataloging service Revised April 2002

  2. New record every 15 seconds The Catalog Today Bibliographic Library contributors Holdings WorldCat

  3. The Catalog in the Future … archives libraries museums publishers authors WorldCat

  4. Benefits of Expanding WorldCat • Easier to locate the record that you need: • More and better indexing • Adjacency searching with keyword • Meet patron expectations with access to more evaluative information • Reviews • TOCs • Cover art and more • Satisfy diverse metadata needs with access to more metadata formats

  5. Metadata Expansion UKMARC MARC21 Dublin Core Text Encoding Initiative ONIX Online Information Exchange Encoded Archival Description

  6. OCLC Passport What is the New Service? • Single entry point to OCLC Cataloging Services • As opposed to:

  7. What is the New Service? • Combines the best of OCLC Web and Windows-based interfaces • Springboard into enhanced WorldCat • Browser-based • Advanced Windows-based client coming to complement the browser-based OCLC cataloging service

  8. MARC & Dublin Core All formats NACO Linked authorities Ability to produce cards, accession lists, etc. And more… Macros Local Files Unicode Enhanced WorldCat Additional metadata types Scoping Customizable interface Labels What to Expect First Release Future Releases

  9. What will it look like? • OCLC is working on the interface now • Elements are already in some OCLC products • OCLC FirstSearch • OCLC ILL Web • OCLC CORC & CatExpress • The prototype

  10. Save Time with the New Cataloging Service • Full record display and edit • Constant data • Automatic data extraction from electronic resources • Dynamically linked authority headings • New keyword indexes for authorities searching • Search the SaveFile with new indexes • New workflow statuses

  11. Target Schedule • Phased transition • Phase-out standalone cataloging products • Offer levels of functionality to match different library/cataloger needs • Cataloging & Metadata Services strategy web site www.oclc.org/strategy/cataloging/ • “Guide to Migration” Brochure www.oclc.org/strategy/cataloging/guidetomigration. pdf

  12. OCLC Cataloging & Metadata Services Timeline

  13. Who will change to the New OCLC Cataloging Service, and when?

  14. You Choose your Day One • You can try out the service anytime after June 30, 2002. • Your current cataloging authorization will work with the new cataloging service • You choose how to migrate • All at once or individually

  15. Migration Considerations – SaveFile • The Online SaveFile is different depending on the interface used • Records started using Passport or CatME must be completed using Passport or CatME • Records started using the new cataloging service must be completed using the new service

  16. Migration Considerations – Export • The new cataloging service will support: • TCP/IP Export • Export to a file • The TCP/IP export is direct to the library system, and may require access through your firewall • The export record format is the same as with Passport!!!

  17. XPO Library System Passport OCLC Record TCP/IP Export – Passport To ILS TCP/IP Export

  18. Export Call your Network Admin. Library System OCLC Record Fire Wall Browser TCP/IP TCP/IP Export – New OCLC Cataloging Service

  19. All at Once Passport New Cataloging Service Interim Step New Cataloging Service Passport CatME Original CatME Passport New Cataloging Service Copy CJK and Arabic SW Migration Scenarios

  20. Life After Passport • End-of-support date for Passport for Cataloging 12/31/2002 • Will still work, but there will be no testing on new operating systems, no bug fixes, support will ask users to try CatME or the new OCLC cataloging service • End-of-life date for Passport for Cataloging 12/31/2003 • Will no longer work with OCLC Cataloging • These dates do not apply for ILL, UL, or NAD

  21. The Windows Client • Optional Windows Interface • For those features that are not currently supported by a browser • Same navigation as the browser platform • Easy to switch between platforms • Initial release will include online activity plus macros • Future releases will include offline local file and batch features • Release expected first half of 2003

  22. CatME… an Alternative • An alternative to Passport… an interim step towards migrating to the new OCLC cataloging service • If you’d like to move from Passport, but the new OCLC cataloging service isn’t right for you yet, consider CatME • CatME will be discontinued in the future only after all functionality is added to the new OCLC cataloging service; date has not been set

  23. Functionality • Supports all Cataloging functionality • NACO support for creating/replacing authority records added October 2001 • New “terminal” module to allow you to telnet to your local system to run macros between your local system and CatME added in February 2002 • Work online, interactively, as in Passport, or work offline with records in a local file • Batch searching and processing is an option

  24. CatME Software • CatME 2.10 currently available for download from the OCLC Web site • CatME 2.10 will be available on the OCLC Access Suite compact disc 2nd quarter 2002 • http://www.oclc.org/catme

  25. Migration Tools and Technical Requirements

  26. Migration Tools • Guide to Migration • www.oclc.org/strategy/cataloging • Checklist of functionality • Functionality comparison • Web-based training • OCLC & your regional service provider

  27. Technically Speaking • Workstations • Plan for workstations that can support the latest in Microsoft operating systems • Software • Windows ME, Windows 2000, Windows XP • Internet Explorer or Netscape Navigator • IE must be loaded on your PC, but you may use Netscape Navigator as your interface • Microsoft Office • Windows 95 support has ended • OCLC will not support Windows 98 or NT4.0 after June 2003

  28. Technically Speaking • Internet connection • The new OCLC cataloging service will not work on OCLC Direct Dial • Normal Access and Support Fees will apply.

  29. Useful URLs • www.oclc.org/strategy/cataloging • www.oclc.org/catme • www.oclc.org/strategy/cataloging/guidetomigration.pdf • www.oclc.org/strategy/cataloging/faq

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