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Welcome to the California Libraries Catalog Training

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To use with or near as a keyword search, enclose the term in quotes ... in any position other than the first word, enclose the entire phrase in quotes. ... – PowerPoint PPT presentation

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Title: Welcome to the California Libraries Catalog Training


1
Welcome to theCalifornia Libraries Catalog
Training
1
2
Goals
  • State Library
  • Increase the visibility and use of public
    libraries
  • The California Libraries Catalog
  • WorldCat
  • Open WorldCat
  • OCLC Western Training
  • Leave today feeling prepared to instruct your
    patrons on how to use the California Libraries
    Group Catalog

2
3
Training Agenda
  • Introduction to the California Libraries Catalog
    Project and OCLC
  • Logging in and navigating the catalog
  • Searching
  • Displaying, printing and exporting bibliographic
    and holdings information
  • Fulfillment/ILL

3
4
Training Agenda Continued
  • Customizing your patrons experience
  • Remote access
  • Maintaining holdings on OCLC

4
5
What is OCLC?
  • Global membership cooperative offering services
    in
  • Cataloging
  • Resource Sharing
  • Reference
  • Collection Management
  • Digital Collection and Preservation

5
6
  • WORLDCAT is
  • Worldwide Union Catalog with over 54 million
    bibliographic recordsit is the foundation for
    many of OCLC services
  • Created and maintained collectively by over 9,000
    member libraries

6
7
Patron Access to WorldCat
7
8
California Libraries Catalog
  • The records are in WorldCat now
  • A sub-set of WorldCat
  • any bibliographic record with holdings in a
    California library
  • Standard view unlimited access to the California
    Libraries Catalog and WorldCat
  • Guest view access only to the California
    Libraries Catalog

8
9
Getting Started--Logon
  • Access is via the FirstSearch service at
    http//firstsearch.oclc.org

9
10
Navigation
Tabs highlighted tab is the screen that is
displayed Subtabs for other features and
functions Use FirstSearch navigational features
rather than the browsers
10
11
Basic Search Screen
Search the main indexes only Best for those new
to online searching Enter one or multiple terms
in each search box
11
12
Basic Searching Features
  • Help your patrons become efficient searchers when
    searching the California Libraries Catalog and
    WorldCat
  • Boolean Operators
  • Keyword

12
13
Boolean Operator--AND
  • Results must contain all search terms

Search Results
McCullough
1776
13
14
Boolean Operator--NOT
  • Retrieves the records that do NOT include the
    excluded term

Results
bats
baseball
14
15
Boolean Operator--OR
  • Results will contain one or both search terms

Results
sea
Ocean
15
16
Examples Using Boolean Operators
  • Title WIND OR STORM
  • Author BERG AND ELIZABETH
  • Keyword PHONE NOT CELL
  • ExceptionWhen AND, OR, NOT is a search term
  • Keyword DAY AND NIGHT OR
  • DAY AND NIGHT

16
17
Keyword
  • Keyword
  • A meaningful word surrounded by spaces
  • Flexible and forgiving, but achieves very broad
    retrieval
  • Enter the words in any order.
  • Example cats paint achieves same results as
    paint cats
  • Use when seeking quick or broad results
    (technically referred to as high recall)

17
18
Search ResultsBrief Display
18
19
  • Hands-on Exercises
  • Set I

19
20
Advanced Search Screen
20
21
Advanced Searching Features
  • Construct more complex searches using keyword and
    phrase searches
  • 32 indexes with like-type indexes grouped
    together
  • Up to three search strings in three indexes
    can be combined using Boolean operators (AND, OR,
    and NOT)

21
22
Advanced Searching Features
  • Available when using the Advanced or Expert
    Search Screens
  • Phrase Searching
  • Proximity Searching
  • Truncation
  • Plurals

22
23
Phrase Search
  • Phrase Searches
  • One or more words entered with words and spaces
    in exact order
  • Why Cats Paint

Why Paint Cats
23
24
Phrase Search
  • Title Phrase
  • Leave off initial articles and then enter the
    complete title
  • When searching WorldCat, use the Browse feature
  • Truncation, though less precise, is OK.

24
25
Phrase Search
  • Author Phrase
  • Format for names last name comma space first
    name
  • Kidder, tracy
  • Ellison, ralph
  • Not certain of the correct format of the authors
    name? Use the author keyword search

25
26
Phrase Search
  • Other author related phrase searches
  • Corporate and Conference Name Phrase
  • Enter the name in order
  • General Electric Corporation
  • Society of American Archivists
  • Personal Name Phrase
  • Enter last name comma space first name

26
27
Phrase Search
  • Subject Phraseexact phrase search on main
    subject heading
  • Optional--When searching WorldCat consider
    checking the thesaurus first and then do the
    search

27
28
Proximity Searching--WITH
  • WITH
  • Type w or with between two terms to search for
    records containing
  • both terms
  • in the order typed
  • with no words between them

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Examples Using WITH
US w civil w war
US civil war
29
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Promixity SearchingWITH
  • Type w and a number (1-25) between two terms to
    search for records containing
  • both terms
  • in the order typed
  • with no more than that number of other words
    between them.

30
31
Examples Using With
US w2 foreign w policy
US foreign policy
31
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Proximity Searching--Near
  • N or Near similar to W or With except that order
    doesnt matter.
  • Civil n war will find civil war and war civil
  • Also true for civil n2 warwar can be two
  • words to either side of civil

32
33
Proximity Searching
  • To use with or near as a keyword search, enclose
    the term in quotes
  • Los Angeles near Pacific Ocean

33
34
Proximity Searching
  • To search for an exact phrase that includes
    either with or near in any position other than
    the first word, enclose the entire phrase in
    quotes.
  • life with father

34
35
Searching Features--Plurals
  • Plurals
  • Use the plus () sign to search for a singular
    word and its plural that is formed by adding s
    or es

Will retrieve records with giraffe or giraffes in
the title related fields
35
36
Truncation
  • Truncation
  • Use the asterisk to search for a term and its
    variations

Demystif will find demystifing, and
demystification
Three characters must precede the wildcard
36
37
Limiting the Search
  • Year
  • Language
  • Number of Libraries
  • Type Limits
  • Subtype Limits
  • Limit by Library Holdings
  • Ranking

37
38
Limit by Publication Date
  • Single Year1999
  • From a single year forward1999-
  • A range2001-2003
  • Before a given year
  • Following a given year - 1990

38
39
Limit by Language
  • Top 30 languages displayed in dropdown box
  • Rarer languages in link show all languages

39
40
Limit by Type of Material
  • Formats such as books and serials
  • Sound Recordings
  • Music and non-music recordings, books-on-tape,
    speeches, etc.
  • Visual Materials
  • Kits, projected images, 2-D image, 3-D
    object/artifact filmstrips, films, slides,
    transparencies, videorecordings, DVDs,
    videocassettes

40
41
Limit by Type of Material
  • Maps
  • Cartographic materials, printed maps, globes,
    and atlases
  • Musical Scores
  • Printed music, manuscript music
  • Serial Publication
  • Periodicals, newspapers, monographic series
  • Computer Files
  • Numeric data clipart/images/graphics, computer
    games, interactive multimedia

41
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SubType Limits
  • Audience Juvenile, not juvenile
  • Content Fiction, non-fiction, biography,
    thesis
  • Biography, music, non-music
  • Format DVD, VHS, Braille, etc.

42
43
Limit by library and Rank Results
Limit to a scope of CA libraries
Limit to a single library
See most recent materials first
43
44
  • Hands-on Exercises
  • Set II

44
45
Manage Your Results List
  • E-mail Results List or a single Record

45
46
Export Bibliographic Information to Create a
Bibliography
46
47
Holdings Information
  • Link to holdings information from the results
    list or a single bibliographic record
  • When searching the California Group Catalog click
    on Libraries
  • When searching WorldCat, click on Libraries
    Worldwide

47
48
Holdings Information
Custom Library Group Members are at the top of
the list Blue underlined library name links to
librarys web based catalog
48
49
Fulfillment OptionOCLC ILL
If your library uses OCLCs ILL service, patrons
can send the request to the ILL Dept. for
processing
49
50
Fulfillment OptionILL Via E-mail
For those libraries not using OCLCs ILL
Service An electronic request that can now be
processed by your ILL staff
50
51
  • Hands-on Exercises
  • Set III

51
52
Managing the Interface
  • FirstSearch Administrative Module
  • http//firstsearch.oclc.org/admin

52
53
Linking to Catalog
Enter the URL for the screen that displays the
results of an ISBN, an ISSN, or an OCLC search
of your catalog. OR The URL for the opening page
of your catalog or search page
53
54
Custom Links
Enter your librarys logo or a hyperlink
Enter up to three URLs for web links to your
catalog, your library home page, or online
reference
54
55
Custom Library Groups
  • Create up to 5 groups
  • Maximum of 15 libraries per group
  • Example
  • Ontario Area Group
  • Rancho Cucamonga Public
  • Pomona Public
  • Chaffey College

55
56
Customizing the Interface
Use one of the preset colors or select Custom
Colors and enter the hex color value
56
57
Patron ILL Set-up
Turn ILL access ON Restrict if item is
held Customize the text for the link that your
users can click to go to the ILL Request Form.
57
58
ILL Via E-Mail Set-up
Enter the e-mail address where ILL requests are
to be directed at your library.
Set up constant data that is to be included in
the ILL request.
58
59
Authenticated AccessAuthorization and Password
  • Change your service or administrative passwords
    as frequently as necessary
  • 4-10 alpha or numeric characters
  • No spaces, punctuation, or symbols

59
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Authenticated AccessIP Recognition
60
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Authenticated AccessOther Methods
  • Proxy Servers, Web Scripting and CGI Scripting
  • http//www.oclc.org/support/documentation/firstsea
    rch/managing/auto_logon/default.htm

61
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Wrap Up
  • Open WorldCat Tools
  • Marketing
  • Batchloading

62
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Open WorldCat ToolsGoogle Toolbar
http//toolbar.google.com/
63
64
Open WorldCat ToolsYahoo Toolbar
http//www.oclc.org/toolbar/default.htm
64
65
Maintaining Holdings on OCLC
  • Important for continued funding
  • OCLCs Batchload service
  • Reclamation Projectget your holdings on OCLC in
    synch with your OPAC
  • Please see supplemental handout for additional
    details

65
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Marketing the California Libraries Catalog
  • Visit the Califa developed site at www.calcat.org
    where you will find
  • Marketing materials
  • Guest access to the California Libraries Catalog
  • Additional information about the California
    Libraries Catalog program

66
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Questions?
  • Contact OCLC Western at western_at_oclc.org or
    800-854-5753
  • Monday through Friday 700 a.m.600 p.m.
  • Contact Califa at 866.209.5439 or www.calcat.org

67
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Thank You
  • Please complete your evaluation of todays
    training
  • Log off your PC
  • Thank you for attending

68
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