1. Onboarding Webinar
13 April 2019
Presented by
and

2. Welcome & Introductions
Who we are
Why the Group Catalog?
What else is available?

3. Updating Holdings Through Connexion…
OCLC Cataloguing Subscription
Interactively Update and Delete Holdings.
Edit Copy and Create Original Records
Connexion Browser (web-based) interface
Connexion Client (software) Download to Workstation
Training Is Available from OCLC:
Keep Track of Connexion Usage Using OCLC Usage Reports
Requires Cataloguing authorization:

4. Two Options for Updating Holdings…
Ongoing Batchload Project
OCLC Cataloguing Subscription

5. Updating Holdings…
Many Thanks To The Alberta Library For All Assistance They Have Provided To the Alberta Libraries and OCLC In This Project.
Going Forward….Please Direct Questions Concerning Batchload Projects or Cataloguing To:
OCLC Support

6. Updating Holdings Through Batchload…
How to Get Started?
Set Up an Ongoing Batchload Project
When?
After Completing Retrospective or Reclamation Project.
How?
Order Checklist for Bibliographic Batchload
Batchload for Bibliographic Records Order Form
Ongoing Project to Set and Cancel Holdings

7. Updating Holdings Through Batchload
How Often?
Send Files Daily, Weekly, Monthly
What To Send?
File of Additions and Deletions to Holdings Since the Last Time a Batchload File Was Sent to OCLC.
What’s Next?
Review Records and Reports From Your Project.

8. Batchload Resources Order Checklist for Bibliographic Batchload
Prepare For Questions on the Order Form
OCLC Batch Services User Guide
Information About Projects, Records Matching and Reports

9. Updating Holdings Through Connexion…
OCLC Cataloguing Subscription
Interactively Update and Delete Holdings.
Edit Copy and Create Original Records
Connexion Browser (web-based) interface
Connexion Client (software) Download to Workstation
Training Is Available from OCLC:
Keep Track of Connexion Usage Using OCLC Usage Reports
Requires Cataloguing authorization:

10. Why Are Updated Holdings Important?
Accurately Identify Items Your Library Owns.
Your Collections Are Discoverable Through FirstSearch and WorldCat.org.
Improves Fill Rate In OCLC Interlibrary Loan.

11. Why Are Holdings Important?
Visibility of Your Library’s Collections Through the Alberta Group Catalog!
From June 30th to November 4th, there has been an increase of 4,270,122 bib records in WorldCat contributed by TAL Libraries.

12. Using TAL Online Effectively: How it works
13 April 2019
Amy Lytle
Portfolio Implementation Manager
End User Services
OCLC

13. How it works: What’s the Scope?
What do we mean by “Libraries Worldwide?”
How do I find my library?

14. How it works: The WorldCat Relevancy Algorithm
What fields are searched?
All MARC fields
All article metadata
What is given more weight?
Title, Author, Subject
What else is considered?
# of libraries that hold the item
Year of publication

15. How it works: What’s under the “Editions & Formats” link?
The FRBR Algorithm:
Functional Requirements for Bibliographic Resources

16. How it works: The Detailed Record
You control what appears by what you enter in the WorldCat Registry

17. How it works: Keeping your information current
Service Config:
Need to add users? with your OCLC symbol and/or registry ID

18. How it works: Why OCLC numbers are important
If you have OCLC numbers in your MARC records
Most precise searching within your local OPAC
But you need to have these numbers
Consistently indexed
Consistently prefixed
Until this is the case, delete the OCLC number search string from your registry to default to the ISxN search string

19. How it works: Adding the TAL Online Search Box to your library’s web page

20. How it works: Expert Searching
Recommended format from the main search box:
ti: “last of the mohicans”
“ti:” – title search
Quotes around the title = Phrase search
And good news – Boolean operators are supported
Link to complete documentation

21. How it works: Expert searching, continued
Index values and MARC fields

22. How it works: Metasearch (the non-OCLC databases)

23. How it works: More about Metasearch
Default set of databases
Anyone can search
Only those with libraries with subscriptions can access full text
Other Databases
Require that your library subscribe to the database
The authentication page takes users to your library’s website to continue the search

24. How it works: Additional resources
OCLC Canada:
WorldCat.org:

25. How it works: Your turn!

26. Thank you!!