mfhd local holdings project status (a.k.a. ul migration)
DESCRIPTION
MFHD Local Holdings Project Status (a.k.a. UL Migration). Myrtle Myers Product Manager, Holdings and Local Data. 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 - PowerPoint PPT PresentationTRANSCRIPT
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OCLC Online Computer Library Center
MFHD Local HoldingsProject Status(a.k.a. UL Migration)
Myrtle MyersProduct Manager, Holdings and Local Data
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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
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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
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OCLC Online Computer Library Center
FirstSearch/WorldCat Resource Sharing Holdings displays
DRAFT SCREEN SHOT
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OCLC Online Computer Library Center
MFHD Local Holdings Project ScheduleFebruary 2006 – Weekend of install Current Union List System will be unavailable
starting around 6:00 PM EDT on Friday February 17th.
New Holdings Maintenance functionality will be available through the Connexion browser starting Sunday February 19th.
Local holdings data will be available in FirstSearch & WorldCat Resource Sharing during the weekend of the install.
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OCLC Online Computer Library Center
Authorization Number ConversionUL Authorizations without Cat Access
Search UL permissions Cat Search permissions
Full UL permissions Cat Full permissions
Agent UL permissions Cat Agent permissions
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OCLC Online Computer Library Center
Authorization Number ConversionCat 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
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OCLC Online Computer Library Center
Tutorials First one will be available starting January 27th 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
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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
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OCLC Online Computer Library Center
Screen Shots for Search/Display of Local Holdings Records
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OCLC Online Computer Library Center
Search Screen – Display Local Holdings
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OCLC Online Computer Library Center
Brief display with Local Holdings Record indicated
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OCLC Online Computer Library Center
Institution Summary Screen
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OCLC Online Computer Library Center
Local Holdings RecordFrom the Institution Summary
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OCLC Online Computer Library Center
Search Screen – Limit by local holdings
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OCLC Online Computer Library Center
Brief display with Local Holdings and Group Summary indicated
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OCLC Online Computer Library Center
Group Summary screen
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OCLC Online Computer Library Center
Local Holdings Record in View Mode
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OCLC Online Computer Library Center
Display Local Holdings from a bibliographic record
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OCLC Online Computer Library Center
Screen Shots for Updating/Creating of Local Holdings Records
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OCLC Online Computer Library Center
Existing Local Holdings Record in Edit Mode
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OCLC Online Computer Library Center
Example of expanded 852 Field
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OCLC Online Computer Library Center
Example of expanded 853 Field
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OCLC Online Computer Library Center
Example of expanded 863 Field
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OCLC Online Computer Library Center
Bibliographic RecordCreate Local Holdings Command
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OCLC Online Computer Library Center
Local Holdings workform in edit modewith Publication Pattern Data from Bib
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OCLC Online Computer Library Center
Local Holdings Record in View ModeDerive New Record
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OCLC Online Computer Library Center
Local Holding Workformfrom a derive command
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OCLC Online Computer Library Center
Screen Shots for Constant Data Record
For Local Holdings Records
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OCLC Online Computer Library Center
Local Holdings Constant DataCreate command
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OCLC Online Computer Library Center
Local Holdings Constant DataWorkform
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OCLC Online Computer Library Center
Example of expanded 008 fieldfor a Local Holdings Constant Data record
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OCLC Online Computer Library Center
Derive a New Local Holdings Constant Data Record from a Local Holdings Record
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Local Holdings Constant Data Record Workform from a derive command
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OCLC Online Computer Library Center
Save a completed Local Holdings Constant Data Record
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OCLC Online Computer Library Center
Online Usage Statistics for Local Holdings Maintenance
Myrtle MyersProduct Manager, Holdings and Local Data
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OCLC Online Computer Library Center
Institution Reports
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OCLC Online Computer Library Center
Institution – Summary Report
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Institution – Detail Report
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OCLC Online Computer Library Center
Agent Reports
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OCLC Online Computer Library Center
Agent - Summary Report
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OCLC Online Computer Library Center
Agent – Detail Report
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OCLC Online Computer Library Center
Local Holdings Batch Maintenance Service
Myrtle MyersProduct Manager, Holdings and Local Data
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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.
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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!
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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)
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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.
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Documentation
Planning Guide is under revision. Batch Processing Web pages will be
revised.
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OCLC Online Computer Library Center
Replacement for Serials Union List Offline Products
Jennifer PearsonProduct Manager, Consortia Services
Myrtle MyersProduct Manager, Holdings and Local Data
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Agenda
Online Union Lists – Jennifer Discussion on Future - Myrtle
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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
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OCLC Online Computer Library Center
Illinois Group Catalog search screen
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OCLC Online Computer Library Center
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Thank You – Questions?
To contact me with further questions:
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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