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Planning for Life after OCLC
Passport for CatalogingAn overview of the new OCLC cataloging service
Revised April 2002
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The Catalog Today
New record every 15 seconds
WorldCat
BibliographicHoldings
Library contributors
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The Catalog in the Future …libraries
museums
archives
publishersauthors
WorldCat
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Benefits of Expanding WorldCat
• Easier to locate the record that you need:– More and better indexing– Adjacency searching with keyword
• Meet patron expectations with access to more evaluative information– Reviews– TOCs– Cover art and more
• Satisfy diverse metadata needs with access to more metadata formats
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Metadata ExpansionMARC21
Text Encoding Initiative
Encoded Archival Description
ONIXOnline Information Exchange
UKMARC
Dublin Core
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What is the New Service?• Single entry point to OCLC Cataloging
Services• As opposed to:
OCLCPassport
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What is the New Service?
• Combines the best of OCLC Web and Windows-based interfaces
• Springboard into enhanced WorldCat
• Browser-based• Advanced Windows-based client
coming to complement the browser-based OCLC cataloging service
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What to Expect
• MARC & Dublin Core
• All formats• NACO• Linked authorities• Ability to produce
cards, accession lists, etc.
• And more…
• Macros• Local Files• Unicode• Enhanced WorldCat• Additional metadata
types• Scoping• Customizable
interface• Labels
First Release Future Releases
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What will it look like?
• OCLC is working on the interface now
• Elements are already in some OCLC products– OCLC FirstSearch– OCLC ILL Web– OCLC CORC & CatExpress
• The prototype
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Save Time with the New Cataloging Service
• Full record display and edit• Constant data• Automatic data extraction from
electronic resources• Dynamically linked authority headings• New keyword indexes for authorities
searching• Search the SaveFile with new indexes• New workflow statuses
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Target Schedule
• Phased transition• Phase-out standalone cataloging products• Offer levels of functionality to match
different library/cataloger needs• Cataloging & Metadata Services strategy
web site www.oclc.org/strategy/cataloging/
• “Guide to Migration” Brochure www.oclc.org/strategy/cataloging/guidetomigration. pdf
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OCLC Cataloging & Metadata Services Timeline
July 2002 December 2002
Jan – June 2003
July 2003 Dec 31 2003
First release of the new OCLC Cataloging service
New OCLC Cataloging service enhanced
New OCLC Cataloging service enhanced on a regular basis
New OCLC Cataloging service enhanced
New OCLC Cataloging service enhanced
New OCLC cataloging service enhanced on a regular basis
Passport for cataloging no longer supported, but it will continue to work with OCLC cataloging until 12/31/03
User migration continues
Optional Windows-based power cataloging tools available
Passport for cataloging no longer operational
Try out the new OCLC cataloging service during this time and decide when you want to migrate
User migration continues
User migration continues
Passport for cataloging user migration complete
CORC & CatExpress functionality becomes part of the new OCLC cataloging service
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Who will change to the New OCLC Cataloging Service, and when?
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You Choose your Day One
• You can try out the service anytime after June 30, 2002.
• Your current cataloging authorization will work with the new cataloging service
• You choose how to migrate– All at once or individually
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Migration Considerations – SaveFile• The Online SaveFile is different
depending on the interface used– Records started using Passport or
CatME must be completed using Passport or CatME
– Records started using the new cataloging service must be completed using the new service
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Migration Considerations – Export• The new cataloging service will
support:– TCP/IP Export– Export to a file
• The TCP/IP export is direct to the library system, and may require access through your firewall
• The export record format is the same as with Passport!!!
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TCP/IP Export – Passport
TCP/IP Export To ILS
Passport
OCLCRecord
LibrarySystem
XPO
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TCP/IP Export – New OCLC Cataloging Service
Browser
OCLCRecord
LibrarySystem
Export
TCP/IP
FireWall
Call your NetworkAdmin.
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Migration Scenarios
Passport New Cataloging ServiceAll at Once
Passport CatME New Cataloging ServiceInterim Step
CJK and Arabic SW
Passport New Cataloging ServiceCatMEOriginal
Copy
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Life After Passport• End-of-support date for Passport for
Cataloging12/31/2002
– Will still work, but there will be no testing on new operating systems, no bug fixes, support will ask users to try CatME or the new OCLC cataloging service
• End-of-life date for Passport for Cataloging12/31/2003
– Will no longer work with OCLC Cataloging• These dates do not apply for ILL, UL, or
NAD
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The Windows Client• Optional Windows Interface• For those features that are not currently
supported by a browser• Same navigation as the browser platform
– Easy to switch between platforms• Initial release will include online activity
plus macros• Future releases will include offline local
file and batch features• Release expected first half of 2003
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CatME… an Alternative• An alternative to Passport… an
interim step towards migrating to the new OCLC cataloging service
• If you’d like to move from Passport, but the new OCLC cataloging service isn’t right for you yet, consider CatME
• CatME will be discontinued in the future only after all functionality is added to the new OCLC cataloging service; date has not been set
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Functionality
• Supports all Cataloging functionality– NACO support for creating/replacing authority
records added October 2001– New “terminal” module to allow you to telnet
to your local system to run macros between your local system and CatME added in February 2002
• Work online, interactively, as in Passport, or work offline with records in a local file
• Batch searching and processing is an option
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CatME Software
• CatME 2.10 currently available for download from the OCLC Web site
• CatME 2.10 will be available on the OCLC Access Suite compact disc 2nd quarter 2002
• http://www.oclc.org/catme
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Migration Tools and Technical Requirements
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Migration Tools
• Guide to Migration– www.oclc.org/strategy/cataloging
• Checklist of functionality• Functionality comparison• Web-based training• OCLC & your regional service
provider
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Technically Speaking• Workstations
– Plan for workstations that can support the latest in Microsoft operating systems
• Software– Windows ME, Windows 2000, Windows XP– Internet Explorer or Netscape Navigator
• IE must be loaded on your PC, but you may use Netscape Navigator as your interface
– Microsoft Office– Windows 95 support has ended– OCLC will not support Windows 98 or NT4.0
after June 2003
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Technically Speaking
• Internet connection• The new OCLC cataloging
service will not work on OCLC Direct Dial
• Normal Access and Support Fees will apply.
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Useful URLs
• www.oclc.org/strategy/cataloging
• www.oclc.org/catme• www.oclc.org/strategy/
cataloging/guidetomigration.pdf
• www.oclc.org/strategy/cataloging/faq