Publishing to OCLC Yoel Kortick Senior Librarian

Publishing Print Holdings to OCLC Introduction Publishing Print Holdings to OCLC Publishing Electronic Holdings to OCLC abc https://slidemodel.com/templates/animated-rainbow-business-powerpoint-template/ http://image.shutterstock.com/z/stock-photo-business-hand-writing-blank-agenda-list-130255148.jpg

Introduction See also the On Line Help By publishing to OCLC the Alma institution can automatically synchronize data with the OCLC WorldCat catalog. It is possible to publish: Bibliographic records with embedded physical holdings information Holdings information only

Introduction The publishing to OCLC job exports records to a predefined FTP location from which OCLC Retrieves the records Synchronizes the records with the WorldCat records In order to publish to OCLC the institution should contact OCLC and open a synchronization project. Each such project has a project ID, which is used for data transfer activities between the institution/library and OCLC. Note: Alma publishing to OCLC supports both ‘project ID’ (older method) and collection ID (newer method). When creating the profile one of the parameters "Project ID" or "Collection ID" should be filled. Choose "Project ID" if working with the old OCLC format. Choose "Collection ID" if working with the new OCLC format

Records are exported to OCLC in the following cases: Introduction Records are exported to OCLC in the following cases: Since the last time the publishing to OCLC job ran a record which has inventory and has management tag “Export to WorldCat Publish Bib” was: Created Edited Deleted Including bibliographic records whose associated holdings records have been deleted Chosen for “forced export” by a staff user Tools > Set Management Tags > Force export to WorldCat

Introduction Bibliographic records with and without an OCLC control number in the 035 field are published to OCLC However, when using the Publish your Local Holdings Records (LHRs) to OCLC publishing profile, only holdings records related to a bibliographic record with an OCLC control number in the 035 field are published

Explained in the next slide Introduction Explained in the next slide

Introduction The “Export to WorldCat > Publish Bib” is the default value in the following situations: A new record is created in the metadata editor via “new record” or “search external resources > import” Quick cataloging (new item, new portfolio, and Fulfillment citation) Order a bibliographic record from the Community Zone Simple view - copy to catalog / link from the Community Zone

Publishing Print Holdings to OCLC Introduction Publishing Print Holdings to OCLC Publishing Electronic Holdings to OCLC abc https://slidemodel.com/templates/animated-rainbow-business-powerpoint-template/ http://image.shutterstock.com/z/stock-photo-business-hand-writing-blank-agenda-list-130255148.jpg

Publishing Print Holdings to OCLC Either of the following two profiles are used to publish print holdings to OCLC: Publish bibliographic record (DataSync) to OCLC (includes bibliographic records and holdings) Publish your local holdings records (LHRs) to OCLC (includes only holdings)

Publishing Print Holdings to OCLC We will now configure and run the “Publish bibliographic record (DataSync) to OCLC” Access the profile from the publishing profiles.

Publishing Print Holdings to OCLC

Publishing Print Holdings to OCLC Edit the profile

Publishing Print Holdings to OCLC Fill in as desired Institution-specific information for the OCLC project. For an explanation of the Publishing Mode see here. FTP location from which OCLC will take the file

Publishing Print Holdings to OCLC If the job is scheduled then an entry will appear under “Monitor Jobs”

Publishing Print Holdings to OCLC Sample record 1 Title “Religion in Latin America: a documentary history” OCLC number 65819928 has a holding record and an item It is defined as “Publish Bib”

Publishing Print Holdings to OCLC Sample record 2 Title “Women gender and politics: a reader” with OCLC number 436028850 has no inventory It is defined as “Publish Bib”

Publishing Print Holdings to OCLC The publishing job runs and completes A file named 6499369.YLK.3709434180000121.BIBS.mrc is created on the ftp server as specified in the publishing profile

Publishing Print Holdings to OCLC

Publishing Print Holdings to OCLC Record sample 1 has been published (here we are viewing the mrc file in MarcBreaker format). It has an ‘n’ in position 5 of the LDR.

Publishing Print Holdings to OCLC The holding information has been added to an 852 field, and subfield a is populated with the value of the OCLC institution symbol in the publishing profile

Publishing Print Holdings to OCLC Sample record 2 is not published. This is because it has no inventory

Publishing Print Holdings to OCLC Now we will Delete the inventory of sample record 1 Title “Religion in Latin America: a documentary history” OCLC number 65819928 Add a holding record and item to sample record 2 Title “Women gender and politics: a reader” with OCLC number 436028850 Publish again to OCLC

Publishing Print Holdings to OCLC Sample record 1 item is deleted

Publishing Print Holdings to OCLC Sample record 1 holdings record is deleted

Publishing Print Holdings to OCLC Sample record 1 no longer has inventory

Publishing Print Holdings to OCLC Sample record 2 now has inventory

Publishing Print Holdings to OCLC The publishing occurs again and a new file is created on the specified ftp server

Publishing Print Holdings to OCLC Sample 1 was published again. This time it was published with a “d” in the LDR pos. 5 because it is deleted (because the inventory was deleted). Last time it had ‘n’ in LDR position 5.

Publishing Print Holdings to OCLC Sample 2 was published for the first time. This time it was published because it has inventory. Last time it was not published because it only had a bibliographic record and no inventory.

Publishing Print Holdings to OCLC The published record of sample 2 includes the information regarding the inventory in the 852 field. The 852 subfield a is populated with the value of the OCLC institution symbol in the publishing profile

Publishing Print Holdings to OCLC Introduction Publishing Print Holdings to OCLC Publishing Electronic Holdings to OCLC abc https://slidemodel.com/templates/animated-rainbow-business-powerpoint-template/ http://image.shutterstock.com/z/stock-photo-business-hand-writing-blank-agenda-list-130255148.jpg

Publishing Electronic Holdings to OCLC For publishing electronic holdings to OCLC the general publishing profile is used. For more about the general publishing profile see here. This presentation will discuss specifics of the publishing profile related to publishing electronic holdings to OCLC.

Publishing Electronic Holdings to OCLC Note that when creating the publishing profile all information should also be verified with OCLC. This includes, for example, the format of the output file, the publishing node, the ftp server, the ftp directory for the output file(s), and the file name.

Publishing Electronic Holdings to OCLC First create a set of all records which you will want to publish to OCLC. The set will later be put into the publishing profile. If you want to publish your entire collection to OCLC then perhaps an electronic titles search for all records with MMSID greater than 0 would be appropriate

Publishing Electronic Holdings to OCLC Alternatively you may want to publish your all electronic titles which are not suppressed

Publishing Electronic Holdings to OCLC It is also possible to retrieve and make a set of all titles which are defined to be published to OCLC

Publishing Electronic Holdings to OCLC In the example here in this presentation we will use a set of all electronic titles which are not suppressed and have LC subject with phrase “Feminist theory”

Publishing Electronic Holdings to OCLC Create the publishing profile

Publishing Electronic Holdings to OCLC Profile name is clear to denote that this is for OCLC Schedule as desired or run manually Publishing mode full The set we previously saved

Publishing Electronic Holdings to OCLC Publish on bibliographic level to output format MARC21 Bibliographic Publishing to FTP Verify with OCLC regarding the ftp server and directory as well as the Physical format Export records to One File

Publishing Electronic Holdings to OCLC Choose “Use Default File Name” = No For file name use syntax: HOLDINGS_<registry_id>.xml-marc

Publishing Electronic Holdings to OCLC In the "Electronic Inventory Enrichment Section" choose "Add Electronic Portfolio Information". For "Repeatable Field" choose 866. For "Access URL subfield" choose ‘u’ For "Link Resolver Base URL" Enter the link resolver base URL. For "Collection Name subfield" choose ‘x’ For "Coverage Statement subfield" choose ‘a’ For "CZ Collection Identifier subfield" choose ‘t’

Publishing Electronic Holdings to OCLC

Publishing Electronic Holdings to OCLC The job runs and completes The file is on the ftp server in specified location with specified output file name

Publishing Electronic Holdings to OCLC Sample 1 Title “Study guide to The woman’s bible” with Identifier 2428159 is in the set and thus should be published

Publishing Electronic Holdings to OCLC Sample 1 This record has been published (viewing the mrc file in MarcBreaker format).

Publishing Electronic Holdings to OCLC Sample 1 Here is the 866 field with the relevant subfields from the publishing profile definitions

Publishing Electronic Holdings to OCLC Sample 2 Title “The Cambridge companion to feminist literary theory” with Identifier 9780521001687 is in the set and thus should be published

Publishing Electronic Holdings to OCLC Sample 2 This record has been published (viewing the mrc file in MarcBreaker format).

Publishing Electronic Holdings to OCLC Sample 2 Here is the 866 field with the relevant subfields from the publishing profile definitions

Publishing Electronic Holdings to OCLC Because the publishing profile works on a logical set: If a record is deleted, or if electronic inventory of the record is deleted, it will no longer be in the ‘electronic titles’ set and will not be published next time. If a record is created and meets the criteria of the set then it will be added to the set and published.

Publishing Electronic Holdings to OCLC Here we delete portfolio from title “The Cambridge companion to feminist theory”

Publishing Electronic Holdings to OCLC We deleted only the portfolio. The bibliographic record exists but because there is no portfolio it is no longer in the set of electronic titles.

Publishing Electronic Holdings to OCLC A new title “Figuring age” with identifier 42854555 is imported

Publishing Electronic Holdings to OCLC It has LC subject “Feminist theory” and it has electronic inventory so it is in the set.

Publishing Electronic Holdings to OCLC The publish electronic holdings to OCLC runs again

Publishing Electronic Holdings to OCLC The “Cambridge companion to feminist theory” is no longer in output because it is no longer in set

Publishing Electronic Holdings to OCLC The new record “Figuring age” has been added.

Thank You https://pixabay.com/en/books-library-shelves-1842306/