OCLC Online Computer Library Center Partnering with OCLC for Cataloging and Selection ALA Midwinter January 20, 2007

OCLC Online Computer Library Center ALA Partnering Topics  WorldCat Selection - David Whitehair  WorldCat Cataloging Partners - Robin Buser

OCLC Online Computer Library Center WorldCat Selection David Whitehair

OCLC Online Computer Library Center Agenda  WorldCat Selection overview  How it works  WorldCat Selection screens

OCLC Online Computer Library Center WorldCat Selection  Based on Cornell’s Integrated Tool for Selection and Ordering at Cornell University Library (ITSO CUL)  Released December 10, 2006

OCLC Online Computer Library Center WorldCat Selection... It’s So Cool!  OCLC, Cornell and materials vendors partnering to help streamline selection and ordering process  Allows selectors to view records from multiple vendors in one system and acquisitions staff to output WorldCat MARC records to load into the ILS to complete the ordering process

OCLC Online Computer Library Center Selecting items: vendor assisted vs. library initiated  Subscription/standing order  Vendor sends materials automatically, no return  Approval plan  Vendor sends materials based upon profile, reviewed by selectors with option to return  Notification – WorldCat Selection helps  Vendor sends printed slips or electronic notifications based upon profile, reviewed by selectors, and orders placed for items selected  Firm orders  Library staff initiated; based upon reviews, staff/patron recommendations, ILL requests, collection analysis gaps, etc.

OCLC Online Computer Library Center WorldCat Selection roles  Administrators set up institution-wide settings  Selectors view notification records to select or reject  Acquisitions exports selected records to load into the ILS to finalize ordering process  Each authorization number can have one, two, or all three roles

OCLC Online Computer Library Center How it works  Material vendors:  Provide bibliographic records to load into WorldCat  Notify OCLC of notification items for individual libraries, along with additional vendor data  OCLC:  Loads the WorldCat data, vendor data, holdings information, etc., into WorldCat Selection

OCLC Online Computer Library Center How it works, continued  Selectors:  Access WorldCat Selection to view notification records from multiple vendors specific to the collection area  Take actions such as select, reject, forward to another selector, defer  Review/assign fund codes, location codes, price, etc. for selected items

OCLC Online Computer Library Center How it works, continued  Acquisitions staff members:  Export all selected records from all selectors and all vendors  Load the selected records into the ILS  Complete the order electronically from the ILS  Optionally, WorldCat holdings are set automatically; or set holdings using Connexion, batchload or PromptCat

OCLC Online Computer Library Center Record distribution  Vendor includes selector information  If individual selector information is not included with the vendor data, records are distributed to selectors based on call number ranges or keywords defined by the administrator

OCLC Online Computer Library Center WorldCat Selection  See  Current list of participating vendors  Enhancements list (planned throughout 2007)  Documentation

OCLC Online Computer Library Center

WorldCat Cataloging Partners Robin Buser

OCLC Online Computer Library Center WorldCat Cataloging Partners  Collaborative effort with materials vendors to reduce the cost of cataloging for libraries  Delivers OCLC MARC records that match the materials you order through participating vendor partners and sets holdings automatically in WorldCat

OCLC Online Computer Library Center WorldCat Cataloging Partners for PromptCat vendors and libraries  No changes to current processes  New options  100% Cataloging  Customized Cataloging

OCLC Online Computer Library Center WorldCat Cataloging Partners for CPp partners and libraries  OCLC Cataloging Subscription  New options available  Libraries will be contacted 90 days before any change occurs

OCLC Online Computer Library Center Transition Progress  Testing with new vendors  Letters sent to Ambassador Books & Media libraries to transition

OCLC Online Computer Library Center Questions? ? ? ?