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

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

• Myrtle Myers
• Product Manager, Holdings and Local Data

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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

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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

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FirstSearch/WorldCat Resource Sharing Holdings
displays
DRAFT SCREEN SHOT
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MFHD Local Holdings Project Schedule

• February 2006 Weekend of install
• Current Union List System will be unavailable
  starting around 600 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.

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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

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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

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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

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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

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Screen Shots for Search/Display of Local
Holdings Records
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Search Screen Display Local Holdings
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Brief display with Local Holdings Record
indicated
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Institution Summary Screen
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Local Holdings RecordFrom the Institution Summary
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Search Screen Limit by local holdings
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Brief display with Local Holdings and Group
Summary indicated
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Group Summary screen
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Local Holdings Record in View Mode
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Display Local Holdings from a bibliographic record
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Screen Shots for Updating/Creating of Local
Holdings Records
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Existing Local Holdings Record in Edit Mode
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Example of expanded 852 Field
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Example of expanded 853 Field
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Example of expanded 863 Field
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Bibliographic RecordCreate Local Holdings Command
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Local Holdings workform in edit modewith
Publication Pattern Data from Bib
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Local Holdings Record in View ModeDerive New
Record
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Local Holding Workformfrom a derive command
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• Screen Shots for
• Constant Data Record
• For Local Holdings
• Records

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Local Holdings Constant DataCreate command
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Local Holdings Constant DataWorkform
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Example of expanded 008 fieldfor a Local
Holdings Constant Data record
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Derive a New Local Holdings Constant Data Record
from a Local Holdings Record
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Local Holdings Constant Data Record Workform from
a derive command
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Save a completed Local Holdings Constant Data
Record
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Online Usage Statistics for Local Holdings
Maintenance

• Myrtle Myers
• Product Manager, Holdings and Local Data

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Institution Reports
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Institution Summary Report
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Institution Detail Report
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Agent Reports
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Agent - Summary Report
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Agent Detail Report
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Local Holdings Batch Maintenance Service

• Myrtle Myers
• Product Manager, Holdings and Local Data

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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.

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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!

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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.

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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.

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Documentation

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

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Replacement for Serials Union List Offline
Products

• Jennifer Pearson
• Product Manager, Consortia Services
• Myrtle Myers
• Product Manager, Holdings and Local Data

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Agenda

• Online Union Lists Jennifer
• Discussion on Future - Myrtle

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Online Union Lists

• Dynamic database built from holdings in WorldCat
• Updated as you update your holdings in WorldCat
• Can be customized to fit your groups needs

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Illinois Group Catalog search screen
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(No Transcript)
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Thank You Questions?
To contact me with further questions pearsonj_at_oc
lc.org
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Replacement for Serials Union List Offline
Products

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