Future Direction of Technical Processing

1. Future Direction of Technical Processing Committee on Technical Processing, CEAL April 2, 2008 David Whitehair Product Manager OCLC Cataloging and Metadata Services

2. Ways to help streamline technical processing “Next Generation” Cataloging and Metadata Creation Pilot WorldCat Selection service WorldCat Cataloging Partners service

3. “Next Generation” Cataloging and Metadata Creation Pilot • Automated capture, crosswalk and enhancement of publisher ONIX metadata • Output in MARC and ONIX to benefit both library and publishing communities • OCLC pilot program with publishers, vendors and libraries January-June 2008 • Press release and additional information here: http://www.oclc.org/productworks/nextgencataloging.htm • http://www.oclc.org/news/releases/200688.htm

4. “Next Generation” Cataloging and Metadata Creation Pilot • How the pilot works • Publisher and vendor pilot partners provide title data in ONIX (ONline Information EXchange) • XML standard used by the publishing industry to share metadata among players (e.g. publisher  Amazon or Barnes & Noble) • OCLC converts the data to MARC • The metadata is enriched through data mining of WorldCat and data mapping from existing data elements • The resulting MARC record is added to WorldCat • Library pilot partners give feedback on the records added to WorldCat • The enhanced data is converted back to ONIX and returned to publisher/vendor pilot partners for review and feedback

5. “Next Generation” Cataloging and Metadata Creation Pilot • Methodology • The OCLC crosswalk from ONIX to MARC has been enhanced to capture as many data elements as possible • Once the ONIX data is in MARC format, we mine WorldCat to retrieve the FRBR work-set

6. “Next Generation” Cataloging and Metadata Creation Pilot • Methodology • Using hierarchies and filters to determine the best records in the cluster for various data elements, we add or replace data in the new record • Contributor names • Dewey and LC class numbers • LCSH • Notes • Etc

7. “Next Generation” Cataloging and Metadata Creation Pilot • Methodology • As possible, we map between classification and terminologies to add additional subject metadata • The resulting MARC record is available in WorldCat for library use • A robust crosswalk from MARC to ONIX is in development • The enhanced MARC record will be crosswalked to ONIX and returned to the publisher or vendor in ONIX

8. “Next Generation” Cataloging and Metadata Creation Pilot • Library Pilot Partners • Phoenix Public Library • The Ohio State University Libraries • Chicago Public Library • MIT Libraries

9. “Next Generation” Cataloging and Metadata Creation Pilot • Publisher/Vendor Pilot Partners • Ingram Book Group • Princeton University Press • Hachette Book Group • Taylor & Francis

10. “Next Generation” Cataloging and Metadata Creation Pilot Advisory Board Paul DeAnna, National Library of Medicine Phil Schreur, Stanford University Libraries David Williamson, Cataloging in Publication Division, Library of Congress John Chapman, University of Minnesota Libraries Michael Norman, University of Illinois, Urbana-Champaign Laura Dawson, Consultant to the publishing industry Nora Rawlinson, Consultant to libraries on collection development Kevin Clair, Penn State University Libraries Richard Stark, Barnes & Noble Marlene Harris, Chicago Public Library

11. WorldCat Selection WorldCat Selection Based on ITSO CUL: Integrated Tool for Selection and Ordering at Cornell University Library

12. WorldCat Selection… It’s So Cool! OCLC 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

13. How it works Administrators: • Profile with material vendors to determine the notification items you want to receive • Setup WorldCat Selection to distribute records to selectors Material vendors: • Provide bibliographic records to load into WorldCat • Notify OCLC of notification items for individual libraries, along with additional vendor data

14. 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

15. 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 Maintain WorldCat holdings during cataloging process using Connexion, WorldCat Cataloging Partners (PromptCat), OCLC YBP Cataloging Plus, Batch Processing (batchloading), etc.

19. Participating materials vendor partners

20. Coming soon… IBERBOOKSÁNCHEZ CUESTA, S.A.

21. Benefits Streamline materials selection • Selectors view notification records from multiple vendors in one system Save staff time in Acquisitions • Electronic records sent to selectors automatically; no need to copy paper slips and distribute manually • MARC records provided for all titles; no need to rekey data • MARC records downloaded from one system; no need to import records from multiple sources

22. Benefits Save costs • Automates the selection process; removes a lot of manual processing Avoid unintentional duplication • Selectors see selection decisions of others Materials available to patrons more quickly • Moving from paper-based to electronic workflow decreases turnaround time from notification through selection, order, and receipt

23. WorldCat Selection See www.oclc.org/selection • Participating vendors, both active and coming soon • Recent and upcoming enhancements • Overview presentation, ALA presentations, documentation, and tutorials • Subscribe to e-mail updates

24. WorldCat Cataloging Partners Two services—OCLC PromptCat & Cataloging Partners program—merge to become WorldCat Cataloging Partners MARC records delivered with your library materials Holdings automatically set in WorldCat Supports shelf-ready materials

25. WorldCat Cataloging Partners Why use: • Gets new materials to your users faster • Improves cataloging efficiency—reduces time staff spends editing, handling and searching for records • Saves time and costs—your records and holdings are automatically contributed to WorldCat

26. WorldCat Cataloging Partners • Three service levels: • Basic – Automated copy cataloging; included in your cataloging subscription • 100% record delivery – A record for every title, with a Dewey call number and subject headings • Customized record delivery – Local editing such as specialized call numbers or adding Sears subject headings • See www.oclc.org/catalogingpartners/ for more information and a list of participating vendors

27. Thank You! Questions?