OCLC Cataloging & Metadata Services Update

1. OCLC Cataloging & Metadata Services Update FEDLINK OCLC Users Group Meeting November 1, 2002

2. Agenda • “Bits and Pieces” • OCLC Connexion

3. PromptCat • Newest PromptCat Vendors • Coutts Library Services • Matthews Medical Books • BUSCA, Inc. • Theodore Front Music Literature • New set holdings option • Now can set holdings immediately or 1 – 180 days later

4. Language Sets • South Asian Languages added to Language Sets • Hindi, Bengali, Gujarati, Panjabi, Urdu and Tamil

5. CatME • End of Support for CatME Versions 1.20, 1.21, 2.00 on 10/31/2002 • Ver. 2.10 – Spanish language edition, released June 2002

6. Dewey Cutter Program • Dewey Cutter Program Updated • Enter text (e.g. a name), get the Cutter number, and then paste into your application • Available free via download: http://www.oclc.org/dewey/products/ index.htm#cutter

7. Documentation • Bibliographic Formats and Standards 3rd ed. Published • In HTML, PDF, and print • DOCupdate-L – list announcing new and revised documentation • Complete list of OCLC documentation – http://www2.oclc.org/documentation • Documentation Distribution Policy • Documentation Update Notice will be sent • One free print copy, but you MUST order it

8. Bits and Pieces Find out what’s happening with OCLC products and services by reading Bits and Pieces – http://www.oclc.org/oclc/menu/bit.htm

9. OCLC Connexion • An overview of the OCLC Integrated Cataloging and Metadata Service • Based on OCLC presentations • Revised October 2002

10. Agenda • Review of what Connexion is and why OCLC introduced it • Overview of Connexion features • The Connexion Windows Client – features and implementation plans • Migration from Passport • Documentation, support, and training

11. Why OCLC Connexion? The goal is to provide a single entry-point to OCLC Integrated Cataloging Services. • First release is the OCLC Connexion browser-based interface • OCLC will eventually phase out the many OCLC software products: Passport, CatME, CJK and Arabic cataloging software (each product will have a separate migration timeline)

12. Why OCLC Connexion? • Connexion is needed to access the Expanded WorldCat • OCLC is developing Expanded WorldCat to: • Make it easier to locate the record that you need with more and better indexing • Meet patron expectations with access to more evaluative information, such as reviews, TOCs, cover art; anything digital • Satisfy diverse metadata needs with access to more metadata formats, e.g. EAD, ONIX, TEI, etc.

13. What is OCLC Connexion? • Combines the best features of OCLC web and Windows-based interfaces • Browser component • Supported browsers: Internet Explorer version 5.5, 6.0 or higher Netscape version 6.2, 7.0 or higher - NOTE: support for Netscape 4.x will end on 1/29/2003 • Advanced Windows-based client coming mid 2003 to complement the browser-based service

14. Features of OCLC Connexion Browser • Full record display and edit • Pathfinders • Dynamically linked authority headings • Improved authority file searching, including additional keyword indexes • Improved display holdings • Multiple constant data • Keystroke shortcuts • Larger record size

15. Features of OCLC Connexion Browser, cont. • Save File searching • new indexes • workflow statuses including “my status” • more than just a holding bin – can be a vital component of workflow • Admin module for customizing preferences • Online help and links to Bib Formats • Dublin Core format supported • Catalog electronic resources using automatic data extraction from web page metadata

16. Features of OCLC Connexion Browser, cont. • Export options • Export to file • Direct TCP/IP link • Formats include MARC, DC HTML, and DC RDF • Session timeout alert • Session logoff when exiting browser • Labels • Works in conjunction with OCLC Label Program, ver. 1.22

17. Connexion Windows Client • Optional Windows Interface for those features that are not currently supported by a browser • Similar navigation as the browser platform; easy to switch between platforms • First release expected in 2nd quarter 2003 • Initial release will include interactive online cataloging, macros, and expanded label printing

18. Connexion Windows Client, cont. • Second release (3rd quarter 2003) will include NACO authorities capability and automatic record creation for electronic resources (both already available in the browser) • Third release (4th quarter 2003) will include offline local files and batch processing

19. Connexion Enhancements – November 2002 Release • Additional Authority sort orders • More flexible record navigation • Brief record display will include additional data • Constant Data - “apply on the fly”; easier to set defaults • Quick tips • New logon screen

20. Connexion Enhancements - Future Releases • Enhanced Authority control • Find & replace (initially in Windows Client) • Customization of fixed field and status area location (top or bottom – you choose) • OCLC system usage statistics

21. Connexion Enhancements - Future Releases • Unicode display and entry of diacritics • Cataloging Agent level authorization • Ability to change autho level after logon • Spell check • Export in UNIMARC • Import PromptCat and Bib Notification files

22. Logon • URL http://connexion.oclc.org • Simply enter your current cataloging authorization and password • Exceptions: Reclass level (no longer available; Agent level coming in later release) • Save authorization and password for automatic logon in Local Browser Settings

23. Focus on Workflow • Basic steps are the same, with some new options • Search • Command line, assisted numeric & derived, keyword • Edit/Create • Templates, text area, workforms, derive new record, constant data • Authorities • Search authorities, control headings, NACO functionality • Set holdings (update, produce) • Save File • Labels • Export • No commands to memorize – use buttons and drop-down menus, or keystroke shortcuts

24. Export • OCLC Connexion supports: • Export to file • TCP/IP Export • The format of exported records is the same as with Passport

25. Export to File • Export to file from browser drop-down menu means one record per file • To export groups of records: Put records ready for export into Save File, flag them, then export flagged records to file • Procedure for exporting in the Windows Client will allow appending records to a file

26. TCP/IP Export • The TCP/IP export from the browser is direct from the OCLC server to the library system, and may require access through your firewall

27. Control Headings • Link headings in the master bibliographic record to the corresponding heading in the Authority File • Linking can be done on master records when 1) adding new record and 2) when using lock and replace with Enhance authorization • If the heading changes in the Authority File, it automatically changes any linked headings in bibliographic records

28. Customization Options • Under the “General” tab • Change default settings permanently or for one session • Set views, export options, timeout alerts, tabs, keystroke shortcuts

29. Keyboard, Mouse, or Both • Customize the keyboard… create or modify keystr0ke shortcuts • Most actions can be executed using the keyboard • Windows Client will offer the most flexibility in assigning and creating keystroke shortcuts

30. Converting Constant Data from Passport to Connexion • OCLC created a Passport macro to help you convert constant data records from Passport to Connexion • Located on the OCLC Connexion Tips page: http://www.oclc.org/connexion/support/ tips/constant_data.shtm

31. Technical RequirementsSee System Requirements page: http://connexion.oclc.org/html/corc/ gs_login_sysreq_hardware_software.html

32. Hardware Requirements • Workstations • Plan for workstations that can support the latest in Microsoft operating systems

33. Software Requirements • Operating System • Connexion is developed for use with MS Windows ME, 2000, XP • MS Windows 95 support has ended • Support for MS Windows 98 and NT4.0 will end June 2003; Connexion browser works fine with these now • Connexion Windows Client requires MS Windows 2000 or later • Browser • MS Internet Explorer 5.5, 6.0 or higher • Netscape 6.2, 7.0 or higher (support for 4.x ends 1/29/2003)

34. Access to Connexion • Internet connection required • OCLC Connexion will not work on OCLC Direct Dial • Access and support fees apply

35. Documentation, Support, and Training

36. Documentation & Support • User documentation on OCLC web site: http://www.oclc.org/connexion/. • Most documents are PDF files; easily printed • Online context-sensitive help • OCLC online interactive tutorial scheduled for release October 2002 • OCLC-Cat listserv discussion group • Sign up on OCLC web site: http://www.oclc.org/oclc/forms/listserv.htm • Submit questions/comments/suggestions • email to support@oclc.org

37. FEDLINK Programs Fall/Winter 2002 • FEDLINK Connexion Demonstration: 11/8/02; 12/12/02 (free; registration required) • Special FEDLINK Connexion Update with David Whitehair of OCLC: 11/22/02 (free; registration required) • FEDLINK Connexion Overview hands-on training: 12/4/02 (full-day class $125.00) • FEDLINK Online registration: http://lcweb.loc.gov/flicc/oclcform.html

38. OCLC Connexion Tutorial • Components include searching, record editing, creating records and constant data, and performing actions. • Printable review screens • Overview / Glossary • Workflow scenarios • Scheduled for release very soon

39. Useful Links • Connexion Home page • www.oclc.org/connexion • Migration schedule • http://www.oclc.org/connexion/migrate • OCLC-Cat online discussion group • Sign up for this list at: http://www.oclc.org/oclc/forms/listserv.htm

40. Passport – the end is near (for cataloging)… • End-of-support for Passport for Cataloging12/31/2002 • Will still work, but there will be no testing on new operating systems, no bug fixes, UNS will ask users to try CatME or Connexion • End-of-life for Passport for Cataloging12/31/2003 • Will no longer work with OCLC Cataloging • These dates do not apply for ILL, UL, or NAD

41. You choose when & how to migrate • You can try out the service anytime • Your current cataloging authorization will work with the new cataloging service • Remember, the Windows Client will be released in 2nd quarter 2003

42. … Take another look at Connexion • Connexion is enhanced on a quarterly basis. New features will be added with every release: November, February, May, August • If Connexion doesn’t have what you need now, try it again in a few months

43. Migration Considerations • You may want to migrate if… • You don’t need advanced features not yet available in the new system • You are upgrading workstations to Windows XP • You want the automated features for cataloging electronic resources • You can’t use Telnet any longer • It makes sense for your workflow

44. Migration Considerations – Save File • The Online Save File is different depending on the interface used • Records started using Passport or CatME must be completed using Passport or CatME • Records started using OCLC Connexion must be completed using Connexion

45. Migration Considerations – Export • The new cataloging service will support: • Export to file • TCP/IP Export • TCP/IP export is direct to the library system, and may require access through your firewall • Export record format is the same as it is using Passport • Export procedure will be streamlined in the Windows Client

46. CatME… an Alternative • An alternative to Passport… may be an interim step towards migrating to OCLC Connexion • If you’d like to move from Passport, but OCLC Connexion isn’t right for you yet, consider CatME • CatME will be discontinued in the future onlyafter all functionality is added to OCLC Connexion; schedule has not been set, but CatME end-of-life will not be before December 31, 2004.

47. Questions & Answers

48. At OCLC: OCLC User & Network Support (UNS) 800-848-5800 support@oclc.org Anne Harrison, FEDLINK Network Program Specialist 202-707-4834 anha@loc.gov For more information: