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Influencing Success: Configuring the WorldCat Knowledge Base with User Needs in Mind

Influencing Success: Configuring the WorldCat Knowledge Base with User Needs in Mind. Terry W. Brandsma , Information Technology Librarian Mary Jane Conger , Head, Cataloging Department University Libraries, UNC Greensboro March. 14, 2014. UNC Greensboro. Established: 1891

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Influencing Success: Configuring the WorldCat Knowledge Base with User Needs in Mind

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  1. Influencing Success:Configuring the WorldCat Knowledge Base with User Needs in Mind Terry W. Brandsma, Information Technology Librarian Mary Jane Conger, Head, Cataloging Department University Libraries, UNC Greensboro March. 14, 2014

  2. UNC Greensboro • Established: 1891 • Carnegie Classification: Doctoral-granting, research-intensive institution • FTE:18,500 • Degrees: 100 undergrad, 77 masters, 28 doctoral • 16 Research Centers and Institutes • Joint School of Nanosciece & Nanoenginerring with NC A&T State University

  3. University Libraries • 2.8M+ items (books, gov docs & microforms) • 42,000+ print & e-journals • 400+ electronic databases • 30 librarians, 60 support staff • Branches (2): Walter Clinton JacksonLibraryHarold Schiffman Music Library • Affiliates (5): Teaching Resources CenterInterior Architecture LibraryMulticultural Resource Center LibraryMedia Studies LibraryDance Library

  4. ILS History • 1990: OCLC LS2000 • 1993: DRA Classic • 2005: SirsiUnicorn/SirsiDynixSymphony • 2013: OCLC WorldShare Management Services Image: Langdon Public Library http://www.langdonlibrary.org/

  5. Why We Chose WMS • Public Catalog no longer being developed or supported • ILS not meeting our changing needs • Stability for 5-10 years • Budget crisis (>$1M cuts for 2013-2015) • System architecture vs. product • Cloud-based, collaboration

  6. WorldCat Local (WCL) Implementation • WCL Quick-Start Hybrid: UNC Library Express (Sep 2009) • WCL Full (Mar 2012) • User interface options • Registry settings • Metasearch content • Relevancy & scoping • OpenURL resolution • OPAC statuses & locations • Full text and open access links • ILS integration • WorldCat knowledge base

  7. Migration to WMS • Oct 2012: Data Migration Questionnaire • Jan 2013: Translation Tables (Locations & Patrons) • Feb 2013: Scope Statement • Feb 2013: Deliver Bib Records (non-serials) • Feb 2013: Deliver initial Patron Records • Apr 2013: Deliver Serial Bib Records • May 2013: Deliver Circulation Transactions • May 2013: Deliver Bib Gap File • Jun 2013: Go-Live Image: https://www.icinga.org/wp-content/uploads/2010/11/migration.jpg

  8. Migration Facts/Figures • Bib records loaded: 1,244,504 • Items migrated: 1,513,527 • Patron records loaded: 26,893 • Circ loans migrated: 22,313 • Print Serials Subscriptions: ~500 • Serials records loaded: 19,897

  9. Migration Tips • Data Clean up is essential • Items with blank locations • Bib records with no items • Mismatched items • Communication is the Key • Expect problems, develop workarounds • Drive the enhancement process

  10. WorldCat knowledge base (KB) Implementation • Summer 2012- first “big” library to populate it • Collections not available • Holdings wrong in the collections • Add custom collections ourselves • Uses KBART files, not MARC records • Some vendors clueless • Streaming Media was added at the end of 2012 • Matches to WorldCat records through OCLC number • Titles within a Collection didn’t have an OCLC match • Still a work in progress

  11. 1954~1986

  12. http://www.flickr.com/photos/hollywoodplace/3489854175/

  13. Questions? Terry W. Brandsmatwbrands@uncg.edu336-256-1218 Mary Jane Congermjconger@uncg.edu336-256-1377

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