MFHD Local HoldingsProject 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 • Documentation & Help • Draft Screen Shots
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
FirstSearch/WorldCat Resource Sharing Holdings displays DRAFT SCREEN SHOT
MFHD Local Holdings Project Schedule February 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.
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
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 Authorization Number ConversionCat Authorizations without UL Access
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
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
Screen Shots for Constant Data Record For Local Holdings Records
Derive a New Local Holdings Constant Data Record from a Local Holdings Record
Online Usage Statistics for Local Holdings Maintenance Myrtle Myers Product Manager, Holdings and Local Data
Local Holdings Batch Maintenance Service Myrtle Myers Product Manager, Holdings and Local Data
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.
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!
Data Requirements (cont) • 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.
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.
Documentation • Planning Guide is under revision. • Batch Processing Web pages will be revised.
Replacement for Serials Union List Offline Products Jennifer Pearson Product Manager, Consortia Services Myrtle Myers Product Manager, Holdings and Local Data
Agenda • Online Union Lists – Jennifer • Discussion on Future - Myrtle