Cataloging documentation, practices, and programs

Cataloging interfaces

• Connexion client documentation
  How to use the Windows®-based interface to catalog in OCLC Connexion. Links to Getting Started, Basics, Cataloging, and Authorities documents.
• Connexion browser documentation
  How to use the browser-based interface for Connexion cataloging.
• CatExpress
  How to use CatExpress for copy cataloging. CatExpress is in the Connexion browser interface.
• Z39.50 Cataloging
  How to use Z39.50 for cataloging.
• WebDewey
  How to use WebDewey for Dewey classification. WebDewey is in the Connexion browser interface.
• Catalog Card production
  Describes OCLC catalog cards. Includes guidelines and examples for adding cataloging data to records to produce catalog cards. Card production can be initiated in the Connexion client or browser if your OCLC cataloging profile includes card production.
• Import Records from OCLC Services and Resolve Batch Records in Connexion

Cataloging guidelines

• Bibliographic Formats and Standards
  Tagging conventions, input standards and guidelines for WorldCat records.
• Expert Community: Expert Guidelines
  Cataloging guidelines for participants in OCLC's Expert Community.
• Entering non-ALA Diacritics and Special Characters
  Procedures for entering diacritics and special characters in Latin-script-based records.
• See information on WorldCat quality control.
• See information about Resource Description and Access.

Cataloging electronic and internet resources

• Cataloging Electronic Resources: OCLC-MARC Coding Guidelines
  Guidelines for creating MARC records for electronic resources.

Enhance-level cataloging

• List of Enhance participants
  Includes both Regular and National Level Enhance participants.
• Enhance requirements and application instructions
  Requirements and application instructions for Regular Enhance.
• Enhance evaluation procedure
  Summary of the process used to evaluate records submitted with an Enhance application.
• Enhance training outline
  Overview of the Enhance process and related mechanics, workflow, requirements, policies, practices, control and communication.
• Enhance Guidelines (National Level)
  Guidelines focused on areas where National Level Enhance has capabilities different from, or responsibilities beyond those of, Regular Enhance.
• See the OCLC Cataloging Authorization Levels quick reference.

Technical bulletins

• List of Technical Bulletins
  

Searching

• Searching WorldCat Indexes
  en español in Word or PDF
  Description, guidelines, and examples of indexes for searching WorldCat, including fields and subfields indexed. Indexes are supported for all OCLC WorldCat search interfaces (except Z39.50), including Connexion, CatExpress, FirstSearch, and FirstSearch Resource Sharing.
• Connexion: Searching WorldCat Quick Reference
  Other versions: PDF
  en español in Word or PDF
  Provides summary instructions, formats, techniques, guidelines, examples, and indexes for searching WorldCat for cataloging purposes, using the Connexion client or browser interface.

Records

• WorldCat Record Use Policy
  WorldCat Rights and Responsibilities for the OCLC Cooperative outlines the rights and responsibilities associated with the stewardship of the WorldCat bibliographic and holdings database by and for the OCLC cooperative.
• Electronic Data Exchange (EDX) User Guide
  Requirements and procedures for sending or retrieving files from OCLC services.
• OCLC-MARC Records
  Record structure, character sets, and exchange media formatting for OCLC-MARC records on magnetic tape, via electronic file transfer and via export. Also provides a list of content designators and their names.
• MARC 21 Bibliographic Data Elements not Implemented by OCLC
  List of MARC 21 bibliographic data elements that OCLC has not implemented along with possible OCLC action to implement them.
• Field 994 OCLC-MARC Transaction Code
  Field 994 is a system-generated field that contains transaction codes that identify how the record was created. It also documents the history of transaction codes and the fields in which they have been stored.

Authorities

• Authorities: Format and Indexes
  Provides details on the format of OCLC authority records. Describes indexes and indexed fields/subfields. Also covers procedures for submitting authority record change requests. (Supersedes the Authotities User Guide.)
• OCLC Connexion: Searching Authorities Quick Reference (In PDF format only)
  Provides summary instructions, formats, techniques, guidelines, examples, and indexes for searching OCLC authority records using the Connexion client or browser interface. (New in January 2009)

Local Holdings

• A Holdings Primer: Principles & Standards for Local Holdings Records
  General information on Z39.71 Holdings Format and MARC 21 Format for Holdings Data (MFHD); OCLC LDR format and SERHOLD format are also briefly discussed
• Local Holdings Maintenance Quick Reference
  Concise procedures for maintaining local holdings information via Connexion browser
• Find Local Holdings
  Explains how to search for local holdings records in WorldCat and use search results
• Create and Maintain Local Holdings Records
  Procedures for creating, editing, and deleting local holdings records; provides procedures and information for local holdings agents
• Create and Apply Local Holdings Constant Data
  Explains how to create, customize, and apply local holdings constant data records
• OCLC-MARC Local Holdings Format Tag Chart
  Brief, general information on each tag and subfield
• OCLC-MARC Local Holdings Format and Standards
  Detailed reference on the format for OCLC local holdings records. Defines fields, subfields, and indicators. Provides guidelines for creating and editing record content.