Partnering with OCLC for Cataloging and Selection

1. Partnering with OCLC for Cataloging and Selection ALA Midwinter January 20, 2007

2. ALA Partnering Topics • WorldCat Selection - David Whitehair • WorldCat Cataloging Partners - Robin Buser

3. WorldCat Selection David Whitehair

4. Agenda • WorldCat Selection overview • How it works • WorldCat Selection screens

5. WorldCat Selection • Based on Cornell’s Integrated Tool for Selection and Ordering at Cornell University Library (ITSO CUL) • Released December 10, 2006

6. WorldCat Selection... It’s So Cool! • OCLC, Cornell 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

7. Selecting items: vendor assisted vs. library initiated • Subscription/standing order • Vendor sends materials automatically, no return • Approval plan • Vendor sends materials based upon profile, reviewed by selectors with option to return • Notification – WorldCat Selection helps • Vendor sends printed slips or electronic notifications based upon profile, reviewed by selectors, and orders placed for items selected • Firm orders • Library staff initiated; based upon reviews, staff/patron recommendations, ILL requests, collection analysis gaps, etc.

8. WorldCat Selection roles • Administrators set up institution-wide settings • Selectors view notification records to select or reject • Acquisitions exports selected records to load into the ILS to finalize ordering process • Each authorization number can have one, two, or all three roles

9. How it works • Material vendors: • Provide bibliographic records to load into WorldCat • Notify OCLC of notification items for individual libraries, along with additional vendor data • OCLC: • Loads the WorldCat data, vendor data, holdings information, etc., into WorldCat Selection

10. 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

11. 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 • Optionally, WorldCat holdings are set automatically; or set holdings using Connexion, batchload or PromptCat

12. Record distribution • Vendor includes selector information • If individual selector information is not included with the vendor data, records are distributed to selectors based on call number ranges or keywords defined by the administrator

13. WorldCat Selection • See www.oclc.org/selection • Current list of participating vendors • Enhancements list (planned throughout 2007) • Documentation

25. WorldCat Cataloging Partners Robin Buser

26. WorldCat Cataloging Partners • Collaborative effort with materials vendors to reduce the cost of cataloging for libraries • Delivers OCLC MARC records that match the materials you order through participating vendor partners and sets holdings automatically in WorldCat

27. WorldCat Cataloging Partners for PromptCat vendors and libraries • No changes to current processes • New options • 100% Cataloging • Customized Cataloging

28. WorldCat Cataloging Partners for CPp partners and libraries • OCLC Cataloging Subscription • New options available • Libraries will be contacted 90 days before any change occurs

29. Transition Progress • Testing with new vendors • Letters sent to Ambassador Books & Media libraries to transition

30. Questions? ? ? ?