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

1. MFHD Local HoldingsProject 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 DRAFT SCREEN SHOT

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 ConversionUL Authorizations without Cat Access Search UL permissions • Cat Search permissions Full UL permissions • Cat Full permissions Agent UL permissions • Cat Agent permissions

7. 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 Authorization Number ConversionCat Authorizations without UL Access

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 forSearch/Display of Local Holdings Records

11. Search Screen – Display Local Holdings

12. Brief display with Local Holdings Record indicated

13. Institution Summary Screen

14. Local Holdings RecordFrom the Institution Summary

15. Search Screen – Limit by local holdings

16. Brief display with Local Holdings and Group Summary indicated

17. Group Summary screen

18. Local Holdings Record in View Mode

19. Display Local Holdings from a bibliographic record

20. Screen Shots for Updating/Creating of Local Holdings Records

21. Existing Local Holdings Record in Edit Mode

22. Example of expanded 852 Field

23. Example of expanded 853 Field

24. Example of expanded 863 Field

25. Bibliographic RecordCreate Local Holdings Command

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

27. Local Holdings Record in View ModeDerive New Record

28. Local Holding Workformfrom a derive command

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

30. Local Holdings Constant DataCreate command

31. Local Holdings Constant DataWorkform

32. Example of expanded 008 fieldfor 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. Data Requirements (cont) • 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.

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.

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