1. OCLC Online Computer Library Center MFHD Local Holdings Project Status (a.k.a. UL Migration) Myrtle Myers Product Manager, Holdings and Local Data

2. OCLC Online Computer Library Center 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

3. OCLC Online Computer Library Center 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

4. OCLC Online Computer Library Center FirstSearch/WorldCat Resource Sharing Holdings displays DRAFT SCREEN SHOT

5. OCLC Online Computer Library Center MFHD Local Holdings Project Schedule February 2006 – Weekend of install  Current Union List System will be unavailable starting around 6:00 PM EDT on Friday February 17 th.  New Holdings Maintenance functionality will be available through the Connexion browser starting Sunday February 19 th.  Local holdings data will be available in FirstSearch & WorldCat Resource Sharing during the weekend of the install.

6. OCLC Online Computer Library Center Authorization Number Conversion UL Authorizations without Cat Access Search UL permissions  Cat Search permissions Full UL permissions  Cat Full permissions Agent UL permissions  Cat Agent permissions

7. OCLC Online Computer Library Center Authorization Number Conversion Cat 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

8. OCLC Online Computer Library Center Tutorials  First one will be available starting January 27 th 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

9. OCLC Online Computer Library Center 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

10. OCLC Online Computer Library Center Screen Shots for Search/Display of Local Holdings Records

11. OCLC Online Computer Library Center Search Screen – Display Local Holdings

12. OCLC Online Computer Library Center Brief display with Local Holdings Record indicated

13. OCLC Online Computer Library Center Institution Summary Screen

14. OCLC Online Computer Library Center Local Holdings Record From the Institution Summary

15. OCLC Online Computer Library Center Search Screen – Limit by local holdings

16. OCLC Online Computer Library Center Brief display with Local Holdings and Group Summary indicated

17. OCLC Online Computer Library Center Group Summary screen

18. OCLC Online Computer Library Center Local Holdings Record in View Mode

19. OCLC Online Computer Library Center Display Local Holdings from a bibliographic record

20. OCLC Online Computer Library Center Screen Shots for Updating/Creating of Local Holdings Records

21. OCLC Online Computer Library Center Existing Local Holdings Record in Edit Mode

22. OCLC Online Computer Library Center Example of expanded 852 Field

23. OCLC Online Computer Library Center Example of expanded 853 Field

24. OCLC Online Computer Library Center Example of expanded 863 Field

25. OCLC Online Computer Library Center Bibliographic Record Create Local Holdings Command

26. OCLC Online Computer Library Center Local Holdings workform in edit mode with Publication Pattern Data from Bib

27. OCLC Online Computer Library Center Local Holdings Record in View Mode Derive New Record

28. OCLC Online Computer Library Center Local Holding Workform from a derive command

29. OCLC Online Computer Library Center Screen Shots for Constant Data Record For Local Holdings Records

30. OCLC Online Computer Library Center Local Holdings Constant Data Create command

31. OCLC Online Computer Library Center Local Holdings Constant Data Workform

32. OCLC Online Computer Library Center Example of expanded 008 field for a Local Holdings Constant Data record

33. OCLC Online Computer Library Center Derive a New Local Holdings Constant Data Record from a Local Holdings Record

34. OCLC Online Computer Library Center Local Holdings Constant Data Record Workform from a derive command

35. OCLC Online Computer Library Center Save a completed Local Holdings Constant Data Record

36. OCLC Online Computer Library Center Online Usage Statistics for Local Holdings Maintenance Myrtle Myers Product Manager, Holdings and Local Data

37. OCLC Online Computer Library Center Institution Reports

38. OCLC Online Computer Library Center Institution – Summary Report

39. OCLC Online Computer Library Center Institution – Detail Report

40. OCLC Online Computer Library Center Agent Reports

41. OCLC Online Computer Library Center Agent - Summary Report

42. OCLC Online Computer Library Center Agent – Detail Report

43. OCLC Online Computer Library Center Local Holdings Batch Maintenance Service Myrtle Myers Product Manager, Holdings and Local Data

44. OCLC Online Computer Library Center 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.

45. OCLC Online Computer Library Center 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!

46. OCLC Online Computer Library Center  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. Data Requirements (cont)

47. OCLC Online Computer Library Center 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.

48. OCLC Online Computer Library Center Documentation  Planning Guide is under revision.  Batch Processing Web pages will be revised.

49. OCLC Online Computer Library Center Replacement for Serials Union List Offline Products Jennifer Pearson Product Manager, Consortia Services Myrtle Myers Product Manager, Holdings and Local Data

50. OCLC Online Computer Library Center Agenda  Online Union Lists – Jennifer  Discussion on Future - Myrtle

51. OCLC Online Computer Library Center Online Union Lists  Dynamic database built from holdings in WorldCat  Updated as you update your holdings in WorldCat  Can be customized to fit your group’s needs

52. OCLC Online Computer Library Center Illinois Group Catalog search screen

53. OCLC Online Computer Library Center

54. Thank You – Questions? To contact me with further questions: pearsonj@oclc.org

55. OCLC Online Computer Library Center Replacement for Serials Union List Offline Products Discussion  Possible uses for offline products  Data that should be included  What formats might be needed