OCLC glossary

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A

AACR2
Anglo-American Cataloguing Rules, Second Edition. The national/international standard for cataloging library materials. The rules are "designed for use in the construction of catalogues and other lists in general libraries of all sizes. The rules cover the description of, and the provision of access points for, all library materials commonly collected at the present time." The rules are maintained by the Joint Steering Committee for Revision of AACR and published by the American Library Association, the Canadian Library Association, and the Library Association.




abend
Abnormal end. A batchload abends when OCLC's batchloading routines cannot read your file. Sometimes it is because a tape was physically damaged. Often it is because the tape or file is formatted incorrectly. The file cannot be processed and must be replaced.




Abridged edition
A shortened version of the Dewey Decimal Classification (DDC) system that is a logical truncation of the notational and structural hierarchy of the corresponding full edition on which it is based. The abridged edition is intended for general collections of 20,000 titles or less. See also broad classification; Full edition.




abstract
A brief summary that classifies, evaluates, or describes the important points in the content of a journal article or library resource.




academic library
A library that is an integral part of a college, university, or other institution of postsecondary education, administered to meet the information and research needs of its students, faculty, and staff.




access method
Method used to log on to a service, download records or reports, or locate additional information. For example, a URL (Uniform Resource Locator) is used to find information on the Internet.




access point
A name, term, code or other indexed characteristic of an authority or bibliographic record that helps make the record searchable and identifiable. For example, titles, names, and subjects are access points.




access to records
Names, titles, keywords, subjects, codes, dates, and other data in bibliographic and authority records are indexed in a searchable database file such as WorldCat to make the records identifiable and retrievable.




accessions list
Items cataloged using the OCLC system. The list includes the author, title, call number and publisher of the item. Lists are typically distributed to patrons to alert them to new acquisitions.




accession number
1) a number or code that identifies an archived library resource; 2) an inventory number assigned to each item in a library's collection. Usually sequentially assigned as the item is added. Typically in the form yyyy-nnnnn, in which the year of acquisition precedes the sequential number.




add
To load an original bibliographic record into the database after batchloading routines cannot find a match for it.




added copy card
A catalog card you order for copies of items you already hold, but for which you need additional card sets.




added entry
A secondary catalog entry (access point). Any entry other than the main entry.




address
Words, numbers, or symbols that designate a physical or virtual location. Examples: street numbers and names, countries, e-mail addresses, URLs.




ALA
American Library Association. The leading professional association for public and academic libraries and librarians in the United States.




ALA character set
American Library Association defined characters used in MARC records, including standard alphabetic characters, diacritics, special characters, 14 superscript characters and 14 subscript characters. These characters are valid in MARC records.




allowable duplicate records
Records for the same resource, but using different cataloging languages or rules. See also parallel records.




ANSI
American National Standards Institute. A non-profit national clearinghouse founded in 1918 to facilitate standardization by voluntary consensus in the United States in both the public and private sectors and to coordinate and administer standards of all types. ANSI membership includes over 1,400 companies, organizations, government agencies, and other institutions. The United States is represented by ANSI in the International Organization for Standardization (ISO). Standards for library and information science are developed by the National Information Standards Organization (NISO), a non-profit association accredited by ANSI. The Institute publishes the quarterly newsmagazine ANSI Reporter and the weekly e-newsletter What's New? See also NISO; ISO.




any qualifier
Qualifier used to override default qualifiers. Any is also the default qualifier. If you do not qualify a search, the qualifier is any.




application
Computer program that provides an interface to allow computer users to accomplish certain tasks. Examples include word processors such as Microsoft Word and OCLC Connexion client for cataloging library materials.




approval plan
A predetermined set of criteria established by an institution and a materials vendor that defines types of material to be automatically sent to the institution by the vendor. The institution accepts the items for purchase or rejects the items and sends them back.




ArchiveGrid
An online service that provides access to detailed archival collection descriptions. It includes nearly a million descriptions of archival collections held by thousands of libraries, museums, historical societies and archives worldwide.




archive record
The bibliographic record OCLC creates and stores that contains local changes made by an institution to the master record. Archive records are a complete history of an institution's OCLC cataloging activity. There are two separate archives. One for batch transactions, Batchload Archive Records (BARS), and the other for online transactions, Cataloging Archive Records (CARS). Archiving allows an institution to recover data that was lost or corrupted locally by ordering a copy of their archive records through OCLC's Bibliographic Record Snapshot service. Archive records are not accessible by the institution through any online means. OCLC uses archive records to create offline products such as catalog cards or electronic files of records. See also BARS, Bibliographic Record Snapshot.

Note: Editing an existing local holdings record (LHR) does not create an archive record. Creating an LHR that sets a library's holdings on a record does create an archive record.

archives
The noncurrent records of an organization, regardless of format, which are maintained and preserved because of their permanent legal, fiscal, regulatory, evidential, informational, or historical value to the institution. Materials that are archived are permanently retained.




article issue number
A number or code that identifies an article by the issue of the journal in which it appears.




article type
Words or abbreviations that describe the format or medium used to present an article. For example, a review (rev) is an article type. An editorial is another article type.




article volume number
A number or code that identifies an article by the volume of the journal in which it appears.




ASCII
American Standard Code for Information Interchange. A standard computer character code set, consisting of alphanumeric characters, punctuation, and a few control characters (such as a carriage return). Each ASCII character consists of 7 information bits and 1 parity bit for error checking.




author
The person, persons, or corporate body responsible for the writing or compilation of a work. Usually distinguished from an editor, translator, compiler, although these may be regarded as authors.




authority control
Verifies a heading in a bibliographic record against the Library of Congress Authority File and, if a matching authority record exists, links the heading to the corresponding authority record. If the authority record is updated, the controlled (linked) heading in bibliographic records is updated automatically.




authority file
A list of the authoritative forms of the headings used in a library catalog or file of bibliographic records, maintained to ensure that headings are applied consistently as new items are added to the collection. Separate authority files are usually maintained for names, uniform titles, series titles, and subjects.
In , Arabic cataloging, Authorities, Cataloging, CJK, CatME, OCLC-MARC Records, WorldCat:  See OCLC Authority File.




authority history record
Copies of all distributed Library of Congress authority file records, superseded versions of distributed records, and deleted records. Retrieve these records in Connexion client using Authorities > Show > LC Distributed Version or LC Superseded Versions or using Authorities > Search > LC Names and Subjects History.




authority record
A collection of information about one name, uniform title, or topical term heading. An authority record can contain the established form of heading, see from references, see also from references, and notes.




authorization level
Defines a range of tasks that can be performed when logged on to a service. Also called authorization mode.




authorization number
Number assigned by OCLC to authorize use of OCLC services. Usually used in conjunction with a password. See also password, default holding library code.




availability
Indicates the institutions from which a library resource can be obtained.




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B

BARS
Batchload Archive Records. For every batchload transaction, a copy of the OCLC master record is stored for the institution in the archive. An institution may ask OCLC to retain their local data in the archive record for any Batchload project. The Batchload Archive is separate from Cataloging Archive Records. See also archive record, CARS.




batch processing in Connexion client
In Connexion client, the process of sending and completing a group of searches for bibliographic and/or authority records and/or a group of final actions in WorldCat all at once. Using client local files (files stored on the Connexion client cataloger's workstation), the cataloger enters search strings and/or marks saved records for actions and then initiates batch processing. The client automatically logs on to the system, runs the WorldCat searches and/or processes record actions, and produces reports, accessible in the client, for the results.




batch processing limits in Connexion client
None. Batch processing is limited only by the size of your hard drive. Note: Local files used for batch processing are limited to storing no more than 9,999 records. However, Connexion users can run as many local files as you want in a single batch.




Batchload Processing Summary
A summary of statistics after processing a batch of records using the OCLC batchloading service. See OCLC batchloading services




Batchload Project Definition
The specifications for an institution's OCLC batchload project. The Batchload Project Definition details the input format and character set, the how the records will be matched, what clean-up routines will be included in the customized set up, record output if applicable, etc. See OCLC batchloading services.




Batchload Status Report
A report detailing the results of an initial tape or file evaluation or of problems with data after a project has begun in the OCLC batchloading service. See OCLC Batchloading services.




batchload with output
An option for an institution to elect to receive a copy of the matching OCLC MARC bibliographic record when it sets its holding symbol in WorldCat through the OCLC batchloading service.




batchloading
A process by which records to be processed are collected into batches. The records in a batch are loaded all at once. See OCLC Batchloading services.




batchloading size
The number of records batch processed at one time using the OCLC batchloading service. OCLC can process up to 90,000 records in a single batch, depending upon the type of record and the level of processing. OCLC divides larger batchload files so that no batch contains more than 90,000 records. For example, OCLC may divide a batchload file of 98,000 records into batches of 90,000 and 8,000 records.




Batch processing
See batchloading.




bibliographic database
A computer file consisting of electronic entries called records, each containing a uniform description of a specific document or bibliographic item, usually retrievable by author, title, subject heading (descriptor), or keyword(s). Some bibliographic databases are general in scope and coverage; others provide access to the literature of a specific discipline or group of disciplines. An increasing number provide the full-text of at least a portion of the sources indexed. Most bibliographic databases are proprietary, available by licensing agreement from vendors, or directly from the abstracting and indexing services that create them.




Bibliographic Formats and Standards
Guide to machine-readable cataloging records in WorldCat. This guide provides tagging conventions, input standards and guidelines for entering information into WorldCat. (Available on the OCLC Web site at https://www.oclc.org/bibformats/.)




bibliographic information
Details about an item that are sufficient to identify it for the purpose of retrieval are placed in a specific format that describes one item in a collection. Examples: author, title, publisher, publication location, edition, series title, and notes.




bibliographic record
Contains the cataloging information that describes the physical format and intellectual content of a single entity (a book, video, computer file, CD, etc.). Catalogers create records by encoding this information using tags, indicators, and subfield codes in a standard format called MARC 21 ( MAchine- Readable Cataloging). Each record is divided into fields (author, title, subjects, etc.) Fields are subdivided into subfields (place of publication, publisher, etc.).




Bibliographic Record Notification service
An OCLC service that facilitates catalog maintenance by automatically delivering updated MARC records to subscribing libraries.




Bibliographic Record Notification report
The daily report for activities of institutions using the Bibliographic Record Notification service.




Bibliographic Record Snapshot
OCLC service used to obtain a complete or partial file of archival records of an institution's cataloging activity for installation on the institution's local system.




BKS
See Books format.




blank workform
A template for creating an interlibrary loan request or (in Connexion) a cataloging template for creating new records.




Book number
The part of a call number that distinguishes a specific item from other items within the same class number, also called a Cutter number. A book number is composed of letters from the author's name or letters from the title main entry and numbers. There are several systems for creating book numbers.




Books format
OCLC-MARC format used for cataloging books and book-like material. In WorldCat searches, use the Books index (label: bks) as a qualifier to limit results to records for this type of material.




books with feet
Refers to library books that are commonly lost, stolen, vandalized or misshelved. They are typically popular titles and cover a wide range of subjects and contemporary issues




Boolean operators
AND, OR, and NOT. Used to combine search terms. AND finds only records that contain both terms. OR finds records that contain either term. NOT finds records that contain the first term but not the second term. Combining search terms produces more precise and manageable search results.




Boolean logic (searches)
A system of logical thought developed by English mathematician George Boole (1815-64). A Boolean search combines key concepts or search terms with the logic operators AND, OR and NOT to specify the exact information required in a database search.




Borrowing record
In WorldCat Resource Sharing, the record for which a library participates as the Borrower.




bracketed information
Bibliographic information that has been added to bibliographic or authority records by the cataloger. The information appears in brackets ([ ]) in records.




broad classification
The classification of works in broad categories by logical abridgment, even when more specific numbers are available, e.g., the use of 641.5 Cooking instead of 641.5972 Mexican cooking for a cookbook of Mexican recipes. Broad classification is the opposite of close classification. See also Abridged edition; Close classification.




browse
Scan an index for a match or the closest match to a term (word, phrase, or whole phrase) in records. The system matches the exact text string—character by character, from left to right—against the characters in the specified index. Produces a browse list that highlights the closest match and shows the number of records for each term in the list. Clicking an entry opens the record or a record list, if multiple records match.




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C

calendar days
WorldCat Resource Sharing sequential days, including weekends and holidays. See also system days.




call number
A set of letters, numerals or other symbols (in combination or alone) used by a library to identify a specific copy of a work. A call number consists of the class number and book number (or Cutter number).




CAMIO
Catalog of Art Museum Images Online. Developed by RLG, a database of artwork images.




cancel
Action to remove an institution's OCLC symbol from a record in the database. Batchloading cancels a record when a match is found and the Record Status element (Leader byte 5) contains the character "d". This is equivalent to the Delete Holdings command in the Connexion client and browser.




CAPCON
Formerly, OCLC Capcon, now OCLC Eastern. OCLC service center for libraries in the Washington D.C. area. See http://www.oclc.org/eastern/.




card
See catalog card.




card label
A label listing title, author, and call number that is affixed to a card representing a library item.




card pack
A collection of cards produced in one day for one receiving catalog. The system produces one card pack for each receiving catalog.




card sorting
The sequence in which the OCLC system orders catalog cards for delivery to libraries.




case-insensitive
Describes data you can enter in uppercase, lowercase, or mixed case. You do not have to match the case exactly.




case-sensitive
Describes data you must enter exactly as it appears, matching upper- and lower-case.




catalog card
A 3" by 5" card containing bibliographic information.




Cataloging Agent mode
An authorization mode that allows the Cataloging Agent of an institution or a group to process cataloging records on a client's behalf. Agents may also process unresolved records from the group's batchloading activity. See also processing center.




Cataloging In Publication
A Library of Congress program that provides bibliographic data for new books in advance of publication. Records are created from information supplied by publishers. Records are available for distribution and loading into bibliographic databases.




Cataloging Label Program
An OCLC service that lets users of OCLC cataloging products easily print labels for library materials. The free Windows software manages the creation, display, editing and printing of pocket and spine cataloging labels.




Cataloging Partners
See WorldCat Cataloging Partners.




Cataloging Profile
See OCLC cataloging profile.




cataloging source
The agency that created the bibliographic record in WorldCat. Four elements of OCLC-MARC records have cataloging source information:
  • Srce in the bibliographic fixed field

    Note: The source in Cataloging Source (Srce) may not necessarily be the same as the institution that input the record.
  • Source in the authority fixed field
  • Field 040 (Cataloging Source) in bibliographic records
  • Field 040 (Cataloging Source) in authority records




cataloging source qualifier
Qualifier index (label cs=) that can be used to limit WorldCat searches to records contributed by a specific library identified by its OCLC symbol (for example, cs=ocl).

Note: To limit searches to records contributed by the Library of Congress or by specific LC cooperative programs, use cooperative programs index (label dl:) with value y (dl:y).

CatExpress/Express
See OCLC CatExpress.




central concept
Main idea behind the content of the library resource.




character masking
Entering a question mark (?) or number sign (#) in a search in place of other characters to retrieve multiple words. Example: computer? retrieves records that contain computer, computerization, or computerized.




chronology
Types of dates used by publishers to identify the individual bibliographic unit of a serial, for example, date of coverage, date of publication, or date of printing.




CIP
See Cataloging In Publication.




circumflex
The character (^) entered in certain segments of numeric and derived searches in WorldCat to make searches more precise. Also known as a caret.




citations
A list that contains terms that identify whole or parts of library resources so that they may be found.




classification
A logical system for the arrangement of knowledge, including notations for identifying where in a classification a given item belongs.




classification number
The part of a call number, usually a combination of letters and numbers, used to classify library resources by subject area using a particular classification system.




classification system
Methods for cataloging a library collection—for example, the Dewey Decimal Classification (DDC)—that involves assigning notations to items to identify where in the classification system they belong.




classify
(1) To arrange a collection of items according to a classification system. (2) To assign a classification number to an individual work.




click-through dialogs
Wizards in CONTENTdm that help simplify the process of entering descriptive and administrative metadata in both simple and compound records.




Close classification
The classification of works to the fullest extent permitted by the notation. Close classification is the opposite of broad classification. See also broad classification; Full edition.




CNR
See Continuing Resources format.




CODEN Designation
The Chemical Abstracts Service assigns six-character Coden Designations to serials. The first four characters are letters and have a mnemonic relationship to the serial. The fifth character is either A, B, C, or D. The sixth character is an alphabetic or numeric check character. For example, AISJB6, CADIDW. The Coden Designation is located in field 030, subfield ‡a and can be used during batchload matching.




collection
(1) Library resources grouped by a specific topic or other organization criteria; (2) the entire holdings of a library; (3) all library resources on a particular subject.




Collection Analysis
The WorldCat Collection Analysis service. An OCLC Web-based service that provides analysis and comparison of library collections based on holdings contained in WorldCat and circulation information that is provided by libraries.




Collection Sets
Officially called WorldCat Collection Sets. An OCLC service that provides MARC records for collections of already-cataloged microform, non-microform and electronic content.




COM
See Computer File format.




command line search
A type of Connexion WorldCat search that allows you to type (1) any complete keyword, numeric, or derived search in a single string, including index labels, qualifiers, and Boolean operators, or (2) a browse string, including the Scan ( sca) command and index label in the format sca xx:. Note: The equivalent search capability in FirstSearch/Resource Sharing is called an "expert search."




communications format
In machine-readable cataloging (MARC), the standards for representation and exchange of data in machine-readable form. In the USA, this is an implementation of an ANSI standard. MARC 21 Format for Bibliographic Data (formerly called USMARC) is an implementation of ANSI standard Z39.2. OCLC-MARC is an implementation of MARC 21 that conforms to the ANSI standard. Standards provide a common way of organizing machine-readable records so that they can be easily exchanged among users.




completeness
An indication of how much of a published run of a serial is held. Completeness is indicated in ranges, for example, Complete (95%-100% held), Incomplete (50%-94% held), Scattered (less than 50% held).




Computer File format
OCLC-MARC format used for cataloging the following classes of electronic resources: computer software (including programs, games, fonts), numeric data, computer-oriented multimedia, and online systems or services. In WorldCat searches, use the Computer File index (label: com) as a qualifier to limit results to records for this type of material.




conditional add
The loading of an original bibliographic record into the database after batchload routines have not found a match. The record must not contain validation errors.




conference name
All or part of the name or title of a conference. A conference name could also be included in a title, abstract, notes, or text of a library resource. Examples: names of meetings, exhibitions, expositions, festivals, athletic contests, scientific expeditions.




conference name phrase
The exact name or title of a conference that is the focus of a search. A conference name could be included in a title, abstract, notes, or text of a library resource.




Connexion
See OCLC Connexion.




Connexion client interface
See OCLC Connexion client.




Connexion browser interface
See OCLC Connexion browser.




constant data record
A partial record that contains standardized content for reuse in creating or editing a record without having to retype each time the content is reused. Constant data records are created by and shared among librarians at a given institution for cataloging and resource sharing activities.




CONTENTdm
OCLC's digital collection software suite. It allows you to digitize, store, search and mount your digital objects on the Web.




content designation
In machine-readable cataloging (MARC), the codes and conventions established to identify and characterize the data elements within a record and to support manipulation of that data. OCLC defines content designation for OCLC-MARC records in OCLC Bibliographic Formats and Standards, Authorities User Guide, and Union List User Guide.




content of the record
The data in the MARC records. The content is defined by standards outside the format, such as Anglo-American Cataloguing Rules, Library of Congress Subject Headings, ANSI/NISO Standards for Serials Holdings Statements or other rules and codes used by the organization that creates the record. See also record structure; content designation




context-sensitive Help
Topic you open using <F1> or a Help button in a dialog window to describe each feature of the dialog.




Continuing Resources format
OCLC-MARC format used for cataloging items issued over time with no predetermined conclusion. The Continuing Resources format includes serials and ongoing integrating resources. In WorldCat searches, use the Continuing Resources index (label: cnr) as a qualifier to limit results to records for this type of material.




continuation card
Additional catalog cards that contain information not included on first cards.




Contract Cataloging
OCLC service that catalogs libraries' collections as their cataloging agent. Formerly called TechPro or Custom Cataloging.




control field
See variable field.




copy cataloging
Using and modifying an existing bibliographic record for local use. OCLC creates and stores an archive record of the modifications at OCLC.




copyright compliance
Guidelines that relate directly to WorldCat Resource Sharing: Guidelines for the Proviso of Subsection 108 (g) (2). Borrower is responsible for ensuring that the request conforms with U.S. Copyright law; request must include code ccg (conforms to Copyright Guidelines) or ccl (conforms to Copyright Law).




corporate name
The names of associations, institutions, businesses, firms, nonprofit enterprises, governments, agencies, performing groups used as entries in records.




corporate/conference name derived search
See derived search.




CSD
See OCLC Customer Services Division (CSD).




Custom Holdings
Customized groups of preferred lenders; you define the groups for sets of similar requests.




Custom Holdings Locations record
A display associated with a WorldCat record that lists institutions from which you prefer to borrow.




Cutter number
A book number based on the widely used scheme devised by Charles Ammi Cutter. In colloquial usage, synonymous with book number. See Book number.




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D

database
A grouping of electronic data for a particular purpose or for the use of a particular set of users. Each entry in the database is a record. The database provides an "interface" that has tools to enable manipulation of the data for sorting, grouping, searching, etc.




Database Enrichment
A capability that allows modifications of WorldCat master records.




date of entry
Date a new or updated bibliographic citation is included in a database.




DBID source
Database Identifier source. An identifying number or term that refers to a source journal or primary database from which a cited library resource came.




DCB
See Direct Consortial Borrowing (DCB).




DDC
See Dewey Decimal Classification.




DDR
See duplicate detection and resolution.




default
Selections predetermined by the computer or an application on the computer in the absence of specific selections made by the user.




default holding library code
The holding library code that appears automatically in bibliographic field 049 (Local Holdings) when a user displays a bibliographic record in the Connexion client or browser cataloging interface. Each authorization number/password combination has a default holding library code. See also authorization number, password.




default holdings displays
The system responds to a display holdings command with a list of all, regional, or state holdings on a record, depending upon the number of holdings the record has.




default values in workforms
Values automatically supplied in workforms (templates for creating MARC records), depending on the MARC format selected for the new record.




default WorldCat search results displays
System-determined displays of WorldCat search results as group, truncated or brief lists or as a full record. The default display type is based on the number of records the search retrieves.




deflection
A decision process that can happen multiple times within the life-cycle of a request using lending rules set up in the Policies Directory. Deflection is performed on the lender string.




delete
See cancel.




delimiter
Character ( ‡), followed by a single letter or number code, used to define the beginning of a subfield within a variable field in a MARC bibliographic or authority record. See also subfield.

For batchload services, the delimiter is entered as a dollar sign ($). If immediately followed by a lowercase letter or single numeral, OCLC converts the dollar sign into a delimiter. A $ followed by a numeral and period, two or more numerals, or a blank space is interpreted as a monetary value and is not converted.

derive new record
For cataloging in Connexion, using a pre-existing record to create a new record to to add to the system.




derived search
A type of WorldCat search that uses a specific number of initial characters from the words in a name and/or title. A shortcut way to enter a search. The "derived" segments of the words are separated by commas. The number and pattern of letters and commas tells the system which index to search. The four types of derived searches (with the pattern that defines it in parentheses) are: Title (3,2,2,1); Personal name (4,3,1); Corporate/Conference name (=4,3,1); Name/Title (4,4).




descriptor
(1) A term that describes the theme or topic of the content of a library resource. (2) a standardized term assigned to database records to facilitate retrieval of records in a search.




Dewey Class number
See Dewey Decimal class number.




Dewey Decimal class
See Dewey Decimal class number.




Dewey Decimal class number
A classification number that conforms to the conventions used in the Dewey Decimal Classification system. The classes used to identify library resources are: 000, General Works; 100, Philosophy & Psychology; 200, Religion; 300, Social Sciences; 400, Language; 500, Natural Sciences & Math; 600, Applied Sciences (Technology); 700, Fine Arts; 800, Literature; 900, Geography & History.




Dewey Decimal Classification
A general knowledge organization tool conceived by Melvil Dewey in 1873 and first published in 1876. At the broadest level, the Dewey Decimal Classification (DDC) is divided into ten main classes organized by disciplines or fields of study. Together these classes cover the entire world of knowledge. See Dewey Decimal class number.




Dewey Decimal subject heading
Used in the Dewey Decimal Classification system to identify library resources by disciplines or areas of knowledge.




Dewey Services Only session
A Connexion session that provides access to WebDewey and/or Abridged WebDewey. A Dewey Services Only session: does not incur access and user support fees; does not count against simultaneous logon limits for libraries subscribing to flat fee Internet or dedicated TCP/IP access; and includes a default inactivity timeout of 120 minutes (default timeout for other Connexion sessions is 40 minutes). Authorized users can start a Dewey Services Only session from the Connexion logon screen or from within an active Connexion cataloging session.




Dewey subject heading phrase
The specific terms used to identify Dewey subject headings or subsets of those headings. Browse the Dewey subject heading phrase index for valid phrases.




diacritic
A mark that modifies the phonetic value of another character or characters. It does not occur alone but is used in conjunction with another character. In records each diacritic occupies its own position, directly following the modified character, although the display shows correctly.




dialog
In Connexion, a window that opens when a command you issue requires input before a task can be completed or when you click a button to select options and settings. Most usually, called a "window" in Connexion client and a "screen" in Connexion browser. Dialogs provide text boxes, lists, buttons and other elements for entering data, making selections, and clicking more commands to tell Connexion what to do.




Digital Archive
OCLC service that provides long-term storage of digital documents in multiple formats. Based on the OAIS (Reference Model for an Open Archival Information System) ISO standards and utilizes the METS (Metadata Encoding and Transmission Standard).




Digital Gateway
The WorldCat Digital Collection Gateway provides OCLC subscribers with a self-service tool for uploading the metadata of their unique digital content to WorldCat. Once the metadata is in WorldCat, library collections are more visible and discoverable by end users who search WorldCat.org, WorldCat Local and WorldCat Local "quick start", as well as Google, Yahoo! and other popular Web sites.




Direct Consortial Borrowing (DCB)
An arrangement allowing users of one agency to request and borrow items from another agency within a consortium. As a DCB agency, OCLC uses NCIP (NISO Circulation Interchange Protocol) to facilitate the transfer of user identification and item information between different circulation systems, allowing OCLC to manage traffic for non-local patrons and/or provide local control for items belonging to another agency.




direct delivery
An OCLC Resource Sharing option that allows a lending library to send an item directly to the requestor/patron rather than to the borrowing library.




Direct Request
An OCLC ISO-10161-based service that provides a means to send patron-generated requests automatically to WorldCat Resource Sharing. See also ISO 10160/10161.




directory
In a file of records, the series of entries that contain the tag, length and starting location of each variable field in a record.




display holdings
A command to view the list of institution symbols that hold an item. In WorldCat Resource Sharing, used to select potential lenders.




Document Supplier
Major national resource centers and other document suppliers such as the British Library Document Supply Center.




domain
All or part of an Internet name, address or element that identifies a computer and the organization that transmits or receives electronic data.




Dublin Core
An international standard that supports creation of simple, informative descriptions of electronic resources that facilitate management and discovery. The Dublin Core standard defines 15 elements for a resource description. Users can define additional elements or qualifiers for the standard elements to adapt Dublin Core to meet their needs. The standard elements provide a shared semantic framework that allows communities operating under different rules or standards to exchange metadata.

Dublin Core has as its goals the following characteristics: simple creation and maintenance, commonly understood semantics, international scope, and extensibility.

For more information visit the official DCMI site at: http://www.dublincore.org.

duplicate detection and resolution
Software that identifies and merges duplicate records in books and serials format. The software uses complex algorithms and can match some records that failed to match in regular batchload processing. For example, regular batchloading does not match the publisher strings Charles Scribner and Chas. Scribner. DDR software may find that all other criteria match, recognize the identical Scribner strings in the publisher, and determine that the records match. OCLC uses this software at its discretion, based on a given file's probable matching rate and probable duplication rate.




duplicate record
See allowable duplicate records.




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E

EBCDIC
Extended Binary Coded Decimal Interchange Code. A code for representing alphanumeric information. EBCDIC defines a specific set of characters. OCLC does not accept files written in EBCDIC.




EBS
Electronic Batchload Service. An OCLC service that allows batchload participants to transfer files to OCLC over the Internet.




EDX
See OCLC Electronic Data Exchange (EDX) account.




Electronic Collections Online
ECO. An OCLC service that offers Web access to a collection of electronic journals, letting libraries subscribe to individual journals and provide access to them for their end users through a single Web interface.




Electronic Data Exchange
See OCLC Electronic Data Exchange (EDX) account.




electronic document supplier
Document supplier that accepts WorldCat Resource Sharing requests and delivers full-text documents through messages to your library's e-mail system.




electronic resource
See Computer File format.




ELvl
See Encoding Level (ELvl).




e-mail
Electronic mail. The exchange of electronic messages created by a user on a computer and transmitted (via an organization's network or the Internet) to another user's computer.




embedded holdings data
Holdings information added to an existing MARC 21 bibliographic record rather than being in a separate linked local holding record.




EMST
See enter-my-symbol-twice institution.




Enc lvl
See Encoding Level (Enc lvl).




Encoding Level (ELvl)
The level of completeness of the bibliographic record according to MARC standards.




Encoding Level (Enc lvl)
The level of completeness of the authority record. The level of specificity of the holdings statement.




Enhance
An OCLC program for libraries to add to the quality of records in WorldCat. Qualified libraries are given special logon authorizations that allow them to replace full-level, member input records in non-serial formats (Books, Maps, Scores, and so forth). National-level Enhance allows replacement of records from national libraries.




enter-my-symbol-twice institution
A potential Lender participating in resource sharing that requires more than four system days to respond to an ILL request.




enumeration
The nonchronological scheme used by publishers to identify an individual serial and to show the relationship of the individual unit of the serial to the series as a whole. For example, Volume 235 and Volume X are indicators of enumeration.




error rate
The percentage of records within a file that contain validation errors.




eSerials Holdings Service
OCLC service that sets and maintains title level holdings for electronic serials in WorldCat.




evaluation
The evaluation of bibliographic records sent for batch processing involves an extensive analysis of the data. This evaluation is necessary because a custom computer set up is created to process the records. Batch Services staff identify problems with the records as well as problems with the file structure. All of this analysis is done to obtain the highest and most accurate hit rate for a project.




Eureka
Formerly, a group of RLG databases. Most of the Eureka databases have become part of OCLC FirstSearch




export
(1) A command or action that causes a record to be converted to OCLC-MARC or Dublin Core format and output to a file on a workstation or in a local system. (2) Downloading a record from WorldCat.




export to TCP/IP connection
Export one or more bibliographic or authority records directly to a local library system via a TCP/IP port. Establishing the export connection may require configuration of the local system and firewall.




extended matching algorithm
A procedure in OCLC batchloading services that creates derived search keys from incoming records and compares data to find a matching record. OCLC has extended matching algorithms for all record formats except computer files and archives/manuscript materials. OCLC applies this algorithm at its discretion based upon evaluation of the data in the file.




EZproxy
Middleware that authenticates library users against local authentication systems and provides remote access to licensed content based on the user's authorization.




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F

field
In a record, a marked area in which the same kind of information is consistently entered.




file structure
See record structure.




file transfer protocol (FTP)
File Transfer Protocol (FTP) is a TCP/IP-based protocol that is generally available for file transfers to and from a large variety of hosts including IBM mainframes, Tandem Guardian systems, and Unix hosts. FTP is the method used to retrieve files from an OCLC EDX account. It is also used in the OCLC Electronic Batchload Service. See also OCLC Electronic Data Exchange (EDX) account.




filing indicator
In bibliographic records, determines how many initial characters the system omits before indexing the field.




fill character
A black box or vertical bar in workforms that represents content that must have valid data, or where no attempt is made to provide data.




final OCLC actions
Actions catalogers take on records to accomplish specific tasks, such as adding holdings to a record, exporting a record to a local system, adding a new WorldCat record, or replacing an existing WorldCat record. See commands on the Action menu in Connexion client or in the Action list in Connexion browser.

Actions that libraries are permitted to take on records are part of each library's cataloging profile and are identified by the system by the authorization the library uses to log on.

FirstSearch
OCLC FirstSearch is an online reference service with a collection of databases, full text articles, full-image articles, library holdings, and interlibrary loan. It supports research in a wide range of subject areas with well-known bibliographic and full-text databases in addition to ready-reference tools such as directories, almanacs and encyclopedias.




FirstSearch/ILL Direct Request link
A link between OCLC Direct Request and the OCLC FirstSearch service that allows patrons to generate requests for materials cited in FirstSearch databases.




fixed field
In OCLC-MARC, as defined in OCLC Bibliographic Formats and Standards, the field in which mnemonic labels identify elements that contain coded information for describing the item and the record. The fixed field has a fixed length. It is a combination of various MARC 21 control fields.




fixed-length data element
An element in a record whose length cannot be changed. See also variable field.




forced add
The loading of a file of records to the database without attempting to find matching records and without validating their data. OCLC does a forced add rarely, when materials in the file are so unusual that matching records in the database are unlikely.




forename
A name before a surname; a first name.




format
A standard for the representation and exchange of data in machine-readable form. Standard organization for MARC bibliographic records. The library community uses formats so that MARC records can be readily transferred among automated systems. See also record structure.




Fretwell-Downing Informatics
Based in Sheffield, United Kingdom, with operations in Europe, North America and Australia, Fretwell-Downing Informatics (FDI) is a document delivery and ILS provider. Fretwell-Downing was acquired by OCLC in 2005.




free-text field
A field in which subfields are loosely defined to permit text (rather than coded) data entry.




frequency
The interval at which a publisher distributes a serial publication.




FRBR
Functional Requirements for Bibliographic Records. An approach to consolidate different versions of the same content. For more details: http://www.ifla.org/VII/s13/frbr/frbr.pdf




FTP
See file transfer protocol (FTP).




full bibliographic record
The complete display of a bibliographic record, including all fields and subfields.




Full edition
The complete version of the Dewey Decimal Classification (DDC) system. See also Abridged edition.; Close classification.




Full mode
The authorization level used to log on to the system for copy cataloging and original cataloging activities. With a Full level authorization, catalogers can add and replace or set or delete holdings on master records or work with bibliographic institution records.




full-level record
Full or complete cataloging. Such a record contains all relevant added entries, full authority work for all access points (any new headings are contributed to NACO). If relevant, specialized descriptors are used (MeSH, etc.).




full record
A display of an entire record on one or more screens.




full stop
In cataloging, a full stop is a period ( . ), colon ( : ), semicolon ( ; ), question mark

( ? ), or exclamation point ( ! ).




full text
The complete contents of a library resource that is text based, as opposed to an abstract or a bibliographic record.




full text option
See electronic document supplier.




function keys
Keys and key combinations on the keyboard that transmit signals not associated with printable or displayable characters (examples: F1, F2, etc). In specific applications, such as OCLC Connexion, function keys are programmed to initiate commands.




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G

GAC
Group Access Capability. A group of institutions that use the OCLC system for resource sharing and interlibrary lending. A GAC has full and selective members. A selective user has access to only abbreviated bibliographic records, and only to records for its own group. Groups are composed of at least one Full member and may include Selective members who use WorldCat Resource Sharing only. GAC can also refer to the group itself.




GAC/UL
Group Access Capability/Union List. The same as a GAC, but a selective user also has access to local holdings records for its group.




general retention policy
Denotes the period for which the serial is retained or held by the location, for example, Permanently retained, Retained for a limited period, and Not retained.




Global Reference Network
Libraries and organizations worldwide committed to collaborative, digital reference and to sharing their expert resources to answer questions for patrons worldwide. The Global Network uses best match routing to find the institution best able to answer a question and builds and maintains a global knowledge base of previously asked and answered reference questions.




GovDoc
The OCLC GovDoc service, available to regional and selective depository libraries, provides up-to-date, MARC-format cataloging records for U.S. government documents.




government document number
Government-assigned number for materials printed at the expense of and by the authority of any office of the government, for example, United States Superintendent of Documents (SuDoc) numbers. Other government numbers may be used such as Canadian government numbers from the Outline of Classification. The form of these numbers varies.




Group Access Union List group
An OCLC Union List group in which some members are not OCLC Cataloging members and have limited access to OCLC services.




Group Services
OCLC service that helps libraries join to purchase, usually for a discount from the price each would pay to purchase the services on their own. Includes Group Catalog, a subset of all the WorldCat records cataloged by members of the group.




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H

Hand Press Book (HPB)
The HPB database includes records for European printing of the hand-press period (circa 1455-1830) from the Consortium of European Research Libraries (CERL), whose members represent national and university libraries in 16 countries. The database is available to CERL members only.




heading on a list
On the first line of each list or bibliographic record is a heading that describes the search and indicates the number of records retrieved. Depending on the search, the description may include database name, index labels, title phrases, keywords, numeric derived search, qualifier labels and qualifiers.




Help
Electronic user documentation that is available from the Help menu of a specific product such as Connexion, FirstSearch, etc.




hits
The number of records or the number of times a record or word is found as a result of searching the system.




holding library
The library or collection within an institution represented by the holding library code. See OCLC holding library code.




holding library code
See OCLC holding library code.




holdings
The total stock of materials, print and nonprint, owned by a library or library system, usually listed in its catalog. Synonymous in this sense with library collection. In a narrower sense, all the copies, volumes, issues, or parts of an item owned by a library, especially a serial publication, indicated in a holdings statement in the record representing the item in the catalog. Holdings can be recorded in the MARC 21 Format for Holdings Information.




holdings display
A list of OCLC symbols of institutions that hold the item. A holdings display accompanies each bibliographic record in WorldCat. See also Custom Holdings Locations record.




holdings information
The location, status and/or copies associated with a single bibliographic item of a specific publication held by a particular institution.




holdings record
A record containing the location, status, and/or copies associated with a single bibliographic item of a specific publication held by a particular institution.




holdings symbol
See OCLC holding library code.




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I

identifier
A significant term, number, acronym, name, or symbol used alone or with other identifiers to refer to a library resource.




IFLA
International Federation of Library Associations and Institutions IFLA is the leading international body representing the interests of library and information services and their users. As an independent, international, non-governmental, not-for-profit organization, IFLA aims to promote high standards of provision and delivery of library and information services, encourage widespread understanding of the value of good library and information services, and represent the interests of its members throughout the world. The Royal Library, the national library of the Netherlands, in The Hague, provides facilities for IFLA's headquarters.




IHB
Institution Holdings Bit (IHB) is represented in online displays by the OCLC symbol.




ILL
Interlibrary loan. When a book or other item needed by a registered borrower is checked out, unavailable for some other reason, or not owned by the library, a patron may request that it be borrowed from another library by filling out an interlibrary loan request form at a service desk or on the library's Web site. Some libraries also accept ILL requests via e-mail or telephone. Interlibrary loan is a form of resource sharing that depends on maintaining union catalogs.

See WorldCat Resource Sharing.

ILL cycle
Interaction between Borrower and Lender during an interlibrary loan transaction.




ILL Fee Management service (IFM)
A service that provides a means to pay and be paid for interlibrary loan requests through your OCLC invoice.




ILL Reasons for NO report
Monthly data about Borrower and Lender activity furnished electronically at no charge. This report records the ISO-specific reason a Lender was unable to lend a requested item.




ILL record
A record with an identification number created when a Borrower produces a workform, that is, sends the request to the first potential lender.




ILLiad
OCLC ILLiad Resource Sharing Management Software automates routine interlibrary loan functions, which increases productivity and reduces paperwork. The client/server software helps ILL staff manage a library's borrowing, lending and document delivery activities through a single Windows-based interface, and allows library users to submit and track their own requests via the Web, email and RSS feeds.




illustration
Graphics used to clarify or enhance the content of electronic or paper text.




ILS
Integrated Local System. See local system.




index
A detailed alphabetical or numerical list for a specific kind of bibliographic data provided by the system for retrieving a record or sets of records from a database such as WorldCat.




index label
A two- or three-character code followed by a colon or equal sign that indicates to the system the index against which to match a search term.




indicators
Each variable field in a MARC record has two indicators that follow the tag. The indicators supply information to the system for indexing, card production and other system functions. Values can be blank or numbers 1 - 9.




initial article
Articles (the, an, a, and non-English articles) that are the first word in a title or corporate name.




input stamp
Data appended to a call number, representing the location, copy number or other local information for an item.




institution
A library, a library system, an organization, or a part of a library, library system, or organization.




institution profile
A term synonymous with Cataloging Profile. See OCLC cataloging profile.




institution record (IR)
A bibliographic record attached to a WorldCat master record that contains additional cataloging data specific to the library that contributes the IR. Bibliographic institution records are the result of incorporating "cluster" records from the RLG Union Catalog into WorldCat during the integration of RLG (Research Libraries Group) into OCLC.




institution symbol
See OCLC symbol.




institution-specific file
Records accessible only to an individual institution and OCLC that have been used or will be used by the institution.




integrated local system (ILS)
See local system.




integrating resource
A bibliographic resource that is added to or changed by means of updates that do not remain discrete and are integrated into the whole. Integrating resources can be finite or continuing. Integrating resources include updating loose-leafs and updating web sites.




International Standard Book Number (ISBN)
A unique identification number assigned to a work by its publisher. OCLC has converted the existing 10-character ISBN to the new 13-character format. The thirteenth character is a check character that may be a number or the letter x. In printed form, the ISBN has three hyphens. Hyphens are omitted in online records. ISBNs are stored in field 020 in bibliographic records.




International Standard Serial Number (ISSN)
A unique identification number assigned to a serial through the ISSN Network. Each ISSN has eight characters. The eighth character is a check character that may be a number or the letter x. A hyphen follows the fourth character.




ISO
International Organization for Standardization. A name derived from the Greek word isos, meaning "equal." Founded in London in 1947 with headquarters in Geneva, ISO is a nongovernmental federation of national standardization organizations in 130 countries, dedicated to establishing international standards to facilitate commerce and cooperation in scientific, technical, and economic endeavors. The United States is represented in ISO by the American National Standards Institute (ANSI). ISO operates through approximately 160 technical committees and 2,300 subcommittees that recommend standards and standardization policy to its national members. See also ANSI.




ISO 10160/10161
International communications standards that permit the exchange of ILL messages among ILL systems even if they use different hardware and software. The standards also control ILL transactions for both lending and borrowing activities. See also Direct Request.




ISSN
See International Standard Book Number (ISBN).




issue
A unique document that is part of a serial that could be identified by words, numbers, or date of publication.




item
The physical embodiment of a work or representation that shares the same physical characteristics. For example, a book is an item; an audiocassette recording of the book is another item. An institution may have multiple copies of an item.




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J

journal
A periodical publication usually devoted to scholarly subjects.




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K

keystroke shortcuts
Key combinations that let you perform actions using the keyboard rather than the mouse. You can use shortcuts to navigate the Connexion interface, take actions on records, view and navigate Help, edit records, insert diacritics and special characters, run macros, and navigate lists.




keyword
A word in a bibliographic record that is indexed. It often conveys subject content in a search for library resources. Keywords are found in titles, notes, abstracts, summaries, descriptions, and subjects. Keywords are also names of people and places that are the subjects of a library resource or a listing in a directory.




keyword search
A type of search that uses a complete word, usually combined with other keywords.




kit
A set of textual and nontextual materials in which no one material dominates and which has a collective title. For example, a workbook that comes with flashcards, worksheets, video recording, gameboard, playing pieces, and dice.




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L

label
Used on the spine of a book, on the pocket of a library item, or on a card representing a library item. See also card label, pocket label, or spine label.




label content
The types of information to be included on labels, including location, sublocation, call number and enumeration.




label file
A file created by catalogers using the OCLC Label Program (if using the Connexion browser) or using the Connexion client, which has a built-in label program.




LC
See Library of Congress.




LCCN




LCRI
See Library of Congress Rule Interpretations.




LC call number
See Library of Congress call number.




LCSH
See Library of Congress Subject Headings




LDAP
Lightweight Directory Access Protocol. An application protocol for querying and modifying directory services running over TCP/IP.




leader
Data elements that provide information for the processing of the record. The data elements contain numbers or coded values and are identified by relative character position. The leader is fixed in length at 24 character positions and is the first field of a MARC record.




Lender

The library supplying the item.

Any institution lending something to you. You are the lending library when you supply something to another library. See also Borrower.

Lender policies
Information about potential Lenders available from Find an OCLC Library and the OCLC Policies Directory.




lender string
OCLC symbols of up to five potential lenders.




less-than-full-level record
A record that does not meet the second level of description prescribed in AACR2.




Level I Standard
The input standard establishing criteria for a full or complete bibliographic record, indicated in a MARC record as ELvl:I




Level K Standard
The input standard establishing criteria for a less-than-full bibliographic record, indicated in a MARC record as ELvl:K.




LHR
See local holdings record (LHR).




LHR retrieve
A scan process that collects and saves all LHRs associated with an OCLC institution symbol into a file so they can be replaced after a scan/delete of that OCLC symbol.




LHR update
The process that returns the LHRs from an LHR retrieve file and resets the OCLC symbol on the associated bibliographic record in the OCLC database.




library
See institution.




library identifier
A locally assigned code that represents a particular institution. The code appears in a local data field of a bibliographic record submitted for group processing. A translation table converts the library identifier to an OCLC symbol for a matched record. The OCLC symbol is set on matching records for "set holds" and removed from matched records on "cancels."




Library of Congress
The research arm of the Congress of the United States, established in 1800 and located in Washington, D.C. Although not officially a national library, the Library of Congress (LC) provides services appropriate to a national library. LC also administers the U.S. copyright system, serving as the nation's copyright depository.

LC is the primary source of original cataloging in the United States. Machine-readable cataloging (MARC) and cataloging-in-publication (CIP) programs originated at the Library of Congress.

Library of Congress call number
Identification number derived from the U.S. Library of Congress classification system. Used to retrieve a library resource.




Library of Congress Control Number
An accession number assigned by the Library of Congress. The LCCN is usually a two- or four-character number representing the year, followed by a hyphen and up to six numbers. The Library of Congress formerly referred to control numbers as card numbers.




Library of Congress Subject Headings
Library of Congress Subject Headings. An established list of preferred subject terms, selected by a subject specialist at the Library of Congress, from which an indexer or cataloger may select when assigning subject headings to a bibliographic record representing a work he/she is cataloging. Includes main terms and subdivisions.




Library of Congress Rule Interpretations
Cataloging guidelines issued by the Library of Congress (LC), specifically on their implementation of AACR2.




Library of Congress Subject Headings
Formal and consistent vocabulary words derived from the U.S. Library of Congress classification system used to describe the subject of a work.




Library Technical Services
Library Technical Services (LTS) is OCLC's library cataloging service based in Winnipeg, Manitoba, Canada. LTS provides original and copy cataloging as well as physical processing of materials to large and medium-sized academic libraries in Canada.




Limited mode
A type of logon authorization generally used for training new catalogers. Those who log on to the system using a Limited authorization can search for and edit records and export them if needed, but cannot take final OCLC actions on records.




Literary form
A mode of literary expression such as poetry, drama, fiction, etc. Each form can be subdivided into kinds of forms, e.g., lyric poetry, comedy, science fiction, etc.




local data
Data in a record that is pertinent only to the institution cataloging the record. For example, local processing information and cataloger's notes are local data. Certain 9xx fields are reserved for local data. Local data is not preserved in the master record.




Local Holdings Agent mode
An authorization mode that allows the Holdings Agent of a union list group to create and maintain local holdings records on a member's behalf.




local holdings format
The communications format for representation and exchange of holdings data created at a library. It is often MARC 21 Holdings format that conforms to the ANSI/NISO standard with variations for local purposes. See also MARC 21 Format for Holdings Data ; local holdings record (LHR).




local holdings maintenance
OCLC service that helps libraries maintain accurate, current holdings information by providing a library's holdings for materials in any format, including serials. Formerly called Union Listing.




local system
An institution's computer system that manages cataloging, acquisitions, circulation, serials and/or an online catalog. If elements of a local system are designed to interact, can be called an Integrated Local System (ILS).




local system vendor
The company that manufactured a library's integrated library system.




location
An institution, library within an institution, a library within a group of libraries or collection within an institution or library.




location information
A list of libraries that have used a bibliographic record for cataloging. Each bibliographic record in WorldCat has location information.




log off
The process of disconnecting from a local or remote system.




log on
The process of connecting to a local or remote system.




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M

Machine readable cataloging
See MARC.




Main class
One of the ten major subdivisions of the DDC, represented by the first digit in the notation, e.g., 3 in 300 Social sciences.




main entry
The entry determined by AACR2 to be the primary access point for the item.




manuscript
A document (including musical scores, maps, as well as text) that is made by hand or transcripts.




MAP
See Maps format.




Maps format
OCLC-MARC format used for cataloging cartographic material, such as maps, atlases, globes, digital maps. In WorldCat searches, use the Maps index (label: map) as a qualifier to limit results to records for this type of material.




MARC
Machine-Readable Cataloging. An international standard digital format for the description of bibliographic items developed by the Library of Congress during the 1960s to facilitate the creation and dissemination of computerized cataloging from library to library within the same country and between countries. By 1971, the MARC format had become the national standard for dissemination of bibliographic data and by 1973, an international standard.

Several versions of MARC are in use internationally, the most predominant of which is MARC 21, created in 1999 as a result of the harmonization of U.S. and Canadian MARC formats. UKMARC is used primarily in the United Kingdom. UNIMARC is widely used in Europe. Besides formats for bibliographic records, the MARC 21 family of standards now also includes formats for authority records, holdings records, classification schedules, and community information.

MARC-8 character sets
Approved character sets for MARC 21 cataloging as defined in MARC 21 Specifications for Record Structure, Character Sets, and Exchange Media at http://www.loc.gov/marc/specifications/speccharucs.html. Subsets of UTF-8 character sets.

See also non-Latin scripts; UTF-8 Unicode character sets.

MARC21
The version of Machine Readable Cataloging that superseded USMARC in 1999 with the harmonization of U.S. and Canadian MARC formats. MARC 21 is supported by OCLC and is the current official MARC standard in the United States, Canada, Australia, and numerous other countries.




MARC 21 Format for Authority Data
The format for the authorized forms of names, subjects, subject subdivisions, the forms used to refer to the authorized forms, and the interrelationships among them.




MARC 21 Format for Bibliographic Data
The format for printed and manuscript textual materials, computer files, maps, music, continuing resources, visual materials, and mixed materials. Bibliographic data commonly include titles, names, subjects, notes, publication data, and information about the physical description of an item. See also OCLC-MARC.




MARC 21 Format for Holdings Data
The format for representation and exchange of holdings data from the Library of Congress.




MARC 21 label file
In electronic processing, a separate file sent with the data file. It identifies characteristics of the data file, including the date compiled, records in the file, name of the data file, system, format, type of record, and destination.




MARC record
See MARC.




matches
The number of times the system identifies a search term, or the number of records retrieved as a result of a search.




master record
Version of WorldCat or LC Authority File records available to all OCLC Connexion catalogers. A master record does not include local data for any library. Catalogers can retrieve a record, edit it, and export it to their local system, even when the master record is locked by another user. Adding, replacing, setting or deleting holdings on master records or working with bibliographic institution records requires Full cataloging level or higher.




material type
The type of material the record represents. The type can represent a physical type, such as atlas or kit; or content, such as biography or fiction; or focus, such as juvenile or conference publication.




materials vendor
Wholesale booksellers and publishers who provide library materials through approval plans and firm orders from institutions.




maximum field/record size
Bibliographic records must meet size limits defined in MARC21 standards. The number of characters in a field cannot exceed 9,999. The number of characters in a record cannot exceed 99,999. These limits apply to records you catalog using Connexion and to those provided by the OCLC MARC Subscription service. The system capacity for a field in a record in WorldCat is 9,999 characters.




media format
Indicates the physical form or the method of information delivery for a library resource described.




Medical Subject Headings
Formal and consistent vocabulary words and phrases used to describe the subject of a medical work. MeSH is provided by the National Library of Medicine for medical and health sciences libraries.




meeting name
See conference name.




MeSH
See Medical Subject Headings.




Message File
A searchable file that groups your current ILL records according to status; a subset of the ILL Transaction File.




metadata
Literally, "data about data." Structured information describing information resources/objects for a variety of purposes. Although AACR2/MARC cataloging is formally metadata, the term is generally used in the library community for non-traditional schemes such as the Dublin Core Metadata Element Set, the VRA Core Categories, and the Encoded Archival Description (EAD). Metadata has been categorized as descriptive, structural, and administrative. Descriptive metadata facilitates indexing, discovery, identification, and selection. Structural metadata describes the internal structure of complex information resources. Administrative metadata aids in the management of resources and may include rights management metadata, preservation metadata, and technical metadata describing the physical characteristics of a resource




MIX
See Mixed Materials format.




mixed batch
An offline service for batchload members sending both OCLC-derived and non-OCLC-derived records.




Mixed Materials format
OCLC-MARC format used for cataloging materials in two or more forms that have accumulated by or about a person or body, excluding instructional materials, which are coded as Type: o (Kit). Includes archival material and mixed manuscript materials such as text, photographs, and sound recordings. In WorldCat searches, use the Mixed Materials index (label: mix) as a qualifier to limit results to records for this type of material. See also kit.




mnemonic
An aid used help memory. Fixed field elements of records have mnemonic identifiers to help catalogers with coding and interpretation.




monograph
An item complete in one part or a specified number of parts; compare to serial.




multipart surname
Surname that includes prefixes, hyphenated names, or names that begin with articles or prepositions.




music number
See publisher number.




music publisher number
See publisher number.




musical composition
Indicates the category under which a work of written or recorded music may fall based on its arrangement, structure, instrumentation, or other musical component.




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N

NACO
Name Authority Cooperative Program. Name authority component of the Library of Congress Program for Cooperative Cataloging. NACO participants create and maintain authority records in the OCLC Authority File.




name/title derived search
See derived search.




NCIP
See NISO Circulation Interchange Protocol (NCIP).




NCIP Unique User ID
Patron login credentials (i.e., library card number + pin) that are used to authenticate a patron via NCIP
  • Borrower NCIP User ID: NCIP ID assigned to the borrowing library itself, used as the borrower when the patron ID or the lending library's ID is not available. For example, an item can be checked out to the borrowing library's ILL Department rather than to an individual or to the lending library's ILL Department.
  • Lender NCIP User ID: NCIP ID assigned to the lending library itself, used to check items out of their collection when the patron ID or the borrowing library's ID is not available. For example, an item can be checked out to the lending library's ILL Department rather than to an individual or that individual's library.




NEPU
The Union List group symbol for the United States Newspaper Program.




nesting
Grouping terms within parentheses to specify the order in which they will be combined. Terms in the innermost parentheses will be combined and searched first. Without parentheses, terms will be combined in left-to-right order.




NISO
National Information Standards Organization. Accredited by ANSI to develop voluntary technical standards for the library, information sciences, and publishing communities. See also ANSI.




NISO Circulation Interchange Protocol (NCIP)
NISO standard defining messaging between circulation systems, Ill systems or broker applications. This protocol is limited to the exchange of messages between and among computer-based applications enabling them to:
  • perform functions necessary to lend and borrow items
  • provide controlled access to electronic resources
  • facilitate co-operative management of these functions




Nongap break
In local holdings records, an indication that no issued items are missing, but a gap exists in the publication or numbering of the serial itself. For example, a change in enumeration of the series may cause a nongap break in the enumeration.




non-Latin scripts
Character sets not based on Latin character sets. The Connexion client supports cataloging using the following non-Latin, MARC-8 scripts: Arabic, Chinese, Cyrillic, Greek, Hebrew, Japanese, and Korean. The following UTF-8 Unicode character sets are also supported: Bengali, Devanagari, Tamil, and Thai.

See also MARC-8 character sets; UTF-8 Unicode character sets.

Non-referral days
See system days.




nonsupplier
Institution that does not respond to interlibrary loan requests through OCLC; OCLC symbols of nonsuppliers display in lowercase letters.




Notes
Supply significant additional information about an item described in a bibliographic record.




numeric search
A type of WorldCat search that allows you to search for records by number, such as ISBN or OCLC control number.




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O

OAIster
A union catalog of millions of records that was built by harvesting from open archive collections worldwide using the Open Archives Initiative Protocol for Metadata Harvesting (OAI-PMH).




OCLC
Previously called Online Computer Library Center, Inc. and Ohio College Library Center. Nonprofit membership organization serving libraries around the world to further access to the world's information and reduce library costs by offering services for libraries and their users.




OCLC-affiliated regional network
Centers organized by regions or library type in the United States. Regional networks serve their libraries and library networks and provide access and support to OCLC members and participating library organizations that contract for OCLC services.




OCLC Authority File
A database which helps provide consistency of name and subject headings to be used in a catalog by establishing the authoritative forms of names (personal or corporate) and subject headings.




OCLC batchloading services
Automated method of processing bibliographic and local holdings records (LHR) submitted by libraries and vendors into WorldCat. (Separate service from cataloger-initiated batch processing in the Connexion client.) See bibliographic record, MARC 21 Format for Holdings Data.




OCLC cataloging
OCLC's online services for cataloging library materials using WorldCat and for producing catalog cards, machine-readable records, and other offline products. Participating institutions retrieve bibliographic records, modify the information for local use, and then order the modified record from OCLC. Institutions also contribute new records and location information to WorldCat for items for which no record is found. Access to cataloging activities is provided by the Connexion client, Connexion browser, CatExpress, and Z39.50 cataloging.




OCLC cataloging profile
Identifies and describes an institution's collections, including department and branch collections. Describes catalog card arrangements, sorting arrangements, types of cards, how information prints on cards, classification schemes and sources of subject headings.




OCLC CatExpress
An OCLC service for copy cataloging. CatExpress users log on from Connexion browser. Connexion users who also subscribe to CatExpress log on to Connexion and access CatExpress from the Express tab.




OCLC Connexion
Integrated cataloging service that offers access to WorldCat, the OCLC Authority File and other online databases. The browser interface provides access via Internet Explorer or other browsers. The client interface provides access via Microsoft Windows-based software installed on user workstations. Both interfaces offer the same cataloging capabilities. Each also provides unique capabilities.The browser interface uniquely provides access to CatExpress, Dewey services, local holdings maintenance, and OCLC Selection and supports creation of pathfinders and other electronic resources. The client uniquely supports the use of macros, local files, offline cataloging, integrated label processing, using non-Latin scripts for cataloging, and batch processing searches and record actions.




OCLC Connexion browser
One of two interfaces to OCLC Connexion cataloging services and products. Introduced in mid-2002, the Web-browser-based interface provides the same access to cataloging in WorldCat as the Connexion client. The browser interface also provides some unique functions, including WebDewey and Abridged WebDewey, CatExpress, OCLC Selection, Pathfinders and Local Holdings Maintenance.




OCLC Connexion client
One of two interfaces to OCLC Connexion cataloging services and products. Introduced in the second half of 2003, the Windows-based software interface provides the same access to cataloging in WorldCat as the Connexion browser. The client interface also provides some unique functions, including the use of macros and an automatic macro recorder, extensive keyboard shortcut customization, integrated label printing, local files, offline cataloging, batch processing for searches and record actions, use of non-Latin-based multiscripts for cataloging, and more.




OCLC control number
A unique accession number assigned by the OCLC system when a record is added to WorldCat. Used to search for records.




OCLC Customer Services Division (CSD)
OCLC's user assistance and support contact desk that provides support for telecommunications, hardware, and software. Formerly called OCLC User and Network Support (UNS).




OCLC-derived records
Bibliographic records originally obtained from OCLC. Some institutions export records directly from OCLC into their local system, without setting holdings online. These records are then returned to OCLC as a batchload project to set and/or cancel the institution's holdings.




OCLC distributor
An authorized agent for OCLC products and services for the international market. See also OCLC regional service provider.




OCLC Electronic Data Exchange (EDX) account
Service offered by OCLC for the transfer of data via standard File Transfer Protocol (FTP) whereby OCLC provides an Electronic Data Exchange account into which OCLC posts bibliographic and authority records, label records, and reports. The institution retrieves files from the account via the Internet. See also OCLC Product Services Web, file transfer protocol (FTP).




OCLC holding library code
A unique code that identifies a holding library within an institution. See also OCLC symbol.




OCLC-MARC
OCLC's implementation of the MARC bibliographic format. See also MARC 21 Format for Bibliographic Data.




OCLC-MARC Record Delibery
A variety of WorldCat services generating bibliographic records in OCLC-MARC format. OCLC makes copies of these records available for participating libraries to import to their local systems to keep their local holdings in synch with their holdings in WorldCat.




OCLC-MARC Subscription service
An OCLC service that provides OCLC-MARC bibliographic records through an OCLC Electronic Data Exchange (EDX) account for items on which an institution sent a Replace, Produce, Update, or Delete Holdings command in OCLC Cataloging.




OCLC New Jersey
Provider of a database that links metadata for electronic resources. Formerly known as Openly Informatics. Acquired by OCLC in 2006. Located in Bloomfield, New Jersey.




OCLC number
See OCLC control number.




OCLC Policies Directory
Web-based repository of the copy and lending policies of libraries participating in WorldCat Resource Sharing. Information contained includes institution information (e.g., schedule, contacts, collections, web links), informational copy and lending policies, and deflection policies that allow requests to bypass an institution.




OCLC Product Services Web
An OCLC Web site from which users retrieve labels, records, and reports from their OCLC Electronic Data Exchange (EDX) accounts. It also provides OCLC software downloads, macros, scripts, and labels. See also OCLC Electronic Data Exchange (EDX) account.




OCLC regional service provider
Centers organized by region or library type in the United States. Regional networks serve their libraries and library networks and provide access and support to OCLC members and participating library organizations that contract for OCLC services. See also OCLC distributor; OCLC-affiliated regional network.




OCLC Selection
A service that enhances the acquisition process by automating the processing of requests for library materials.




OCLC symbol
A unique identifier assigned by OCLC to member libraries and other participants. OCLC symbols in records and in holdings displays identify libraries that have entered, modified, and used the bibliographic records for cataloging. See also OCLC holding library code.




OCLC Union List
Former name for local holdings maintenance service. See local holdings maintenance.




OCLC User and Network Support (UNS)
See OCLC Customer Services Division (CSD).




OCLC WorldCat Resource Sharing
Service that helps OCLC libraries borrow and lend materials through interlibrary loan. Facilitates creating, sending, managing and tracking loan requests and document orders.




Online Service Center
The Online Service Center is a secure, Web-based tool that library staff with administrative authority can use to order OCLC products and services as well as view, update and manage their OCLC account information.




OPAC or OPC
An acronym for online public access catalog, a database composed of bibliographic records describing the books and other materials owned by a library or library system, accessible via public terminals or workstations, or via the Internet. Most online catalogs are searchable by author, title, subject, and keywords and allow users to print, download, or export records to an e-mail account.




Open-ended holding
A holdings statement that indicates an item (such as a serial, a series, or a multipart work) is still in publication.




original cataloging
Cataloging performed by an institution itself and not derived from any other source.




OSC
See Online Service Center.




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P

parallel records
Records in WorldCat that describe a single resource, but which have been cataloged in different languages. For example, collation, notes, and subject headings are in different languages. See also allowable duplicate records.




password
A sequence of characters required to gain access to a computer system. Usually used in conjunction with an authorization number. See also authorization number , default holding library code.




pathfinder
Pathfinders are subject-guide Web pages that libraries create to consolidate links to selected electronic resources on a topic. They categorize the resources, provide informative annotations, and integrate descriptions and locations for related resources available via the library but not web-accessible.

Connexion provides tools to help libraries create and manage pathfinders and to facilitate collaboration on pathfinder development and maintenance.

PCC
Program for Cooperative Cataloging. An international cooperative project. PCC includes BIBCO (monographic bibliographic component), CONSER (Cooperative Online Serials Program, the serials bibliographic component), NACO (name authority component), and SACO (subject authority component). For more information, see www.loc.gov/catdir/pcc.




PDF
Portable Document Format. The Adobe Acrobat standard that enables the same graphic display of a document on different platforms. Because the graphical display preserves hard-copy features such as page numbers, logical page breaks, tables of contents, etc., printing a PDF document makes a better hard copy than printing HTML-formatted documents. Most OCLC user documentation is available in PDF as well as HTML.




periodical
A magazine, journal, or other serial publication issued at regular, recurring intervals. Differs from a newspaper in format and publication frequency (annually, quarterly, monthly, weekly rather than daily).




persistent
Data or a display option that remains in effect until changed. For example, a holding library code persists until logoff unless changed by the user.




personal name derived search
See derived search.




phrase indexes
Search indexes used to search for an entire field or subfield in records. Phrase indexes are also browsable.




phrase search
Words, numbers, or character strings used to initiate a search for an entire field or subfield in a record. To enter a complete search string using a "command line" search in Connexion or an "expert" search in FirstSearch/Resource Sharing, use a phrase index label in the format xx=.

Example: To search for a personal name phrase, type pn=brooks, gwendolyn.

physical description
Describes the physical characteristics of an item. For books, includes such data as dimensions, number of pages and illustrations, and accompanying materials, if any.




PICA
Originally a library cooperative in the Netherlands, serving that country as well as portions of Belgium, France and Germany. PICA was founded with half a million seed records from OCLC's catalog in 1979. In 1999, OCLC acquired a 35% portion of PICA, increasing that share to 60% in 2000. In July 2007, OCLC acquired the remaining 40% share from the Pica foundation.




pocket label
A label listing title, author, and call number that is affixed to the inside pocket of a library item.




Policies Directory record
Record that contains name, address, interlibrary loan policy, and other communication information about an institution or unit of an institution. The OCLC Policies Directory replaced the Name-Address Directory as a repository for this type of information.




Post-processing report
A report generated for a batch after it has been processed.




portal
Originally, a general purpose Web site offering a wide variety of resources and services, such as news, weather, directory information, Web searching, free e-mail accounts, chat groups, mailing lists, online shopping, and links to other Web sites. However, the term is increasingly applied to Web sites that offer such services only within a particular industry, occupation, or field.




processing center
An OCLC-defined arrangement whereby a single cataloging agent creates records or sets holdings in the online system under a single OCLC symbol for multiple institutions. Holding library codes identify the separate institutions. Holding library codes are retained in the online archive copy of bibliographic records, but only the OCLC symbol for the processing center appears in the holdings display of records. See also Cataloging Agent mode.




processing report
See Post-processing report.




profile
Information provided by an institution describing the institution, its resources and its availability to answer questions.




publisher
The person or company responsible for placing a book or other resource on the market. A publisher and printer may be the same person or company, although in modern publishing this is not usually the case.




publisher number
Plate and publishers' numbers for printed music (scores); serial and matrix numbers for sound recordings; videorecording numbers for visual materials, and publisher numbers other than those for sound recordings, music, or videorecordings. The publisher number is located in field 028, subfield ‡a and is used for batchload matching. For example, B 07042 L.




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Q

qualifier
A means of limiting a WorldCat search to specific classes of records, for example: type of material (index label - mt:), years of publication (index label - yr:), microform or not microform (index label - mf:), cataloging source (index label - cs=). Qualifiers are elements from the bibliographic record that are used in combination with a search term to narrow a search.




qualify a search
A technique to make a search more precise by limiting results to specific classes of materials. Produces more manageable search results. See also qualifier.




QuestionPoint
An OCLC service that provides real-time online (or "virtual") reference services through cooperating libraries. Originated in a Library of Congress/OCLC project designed to provide professional reference service to researchers anytime (24/7), anywhere, through an international, digital network of libraries and related institutions. Also includes a component designed to facilitate local reference sharing cooperatives.




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R

REC
See Sound Recordings format.




record
A machine-readable record in a database that contains bibliographic information about a separately cataloged library item, set, or serial. A record can describe a book, journal article, or any other library resource, including electronic resources. It also contains coded information used to retrieve and work with data. In WorldCat, a bibliographic record is in OCLC-MARC format.




record matching
Computer system operation that compares one record to another based on search criteria to determine a match.




record standard
A standard for representating and exchanging data in machine-readable form. See also record structure.




record structure
The order in which content designators and content appear in the record and/or file. Record structure can include such specifications as tape media, header, blocking techniques, and characters sets. The terms record standard and record structure are used interchangeably. See also content designation; content of the record




record type
Term that identifies the format, genre, or medium of a document for cataloging and for retrieving a specific type of record. Valid values vary by database. In FirstSearch/Resource Sharing searches, use the advanced or expert search screens to select a valid document type from the drop-down menu. In Connexion, type a full search in the command line of the Search WorldCat screen or window, or select from a dropdown list in the guided search area of the screen or window.




Registry
See WorldCat Registry.




report number
Uniquely identifies a technical report; not a series number. There are two kinds: Standard Technical Report Numbers and other nonstandard numbers.




resolved record
A record that has been successfully processed through Batchload and then either matched to an existing record (including final action) or added to WorldCat.




Resource Sharing
See OCLC WorldCat Resource Sharing.




Retrospective Conversion
(1) Converting bibliographic information to machine-readable records. (2) For OCLC members, converting machine-readable records cataloged before becoming an OCLC member.




Review File
A file that acts as a "holding tank" for patron-generated ILL requests forwarded through external systems or set aside by you for further consideration.




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S

SAN
Standard Address Number. A unique seven-digit identifier used to signify a specific address of an organization in (or served by) the publishing industry. Initiated by R. R. Bowker, the SAN is an American National Standard. For more information, see www.bowker.com/index.php/component/content/article/3.




save file
In Connexion, a temporary online storage area for bibliographic or authority records that catalogers are in the process of creating, editing, reviewing, etc. Each library has a single online save file per logon authorization that is accessible to catalogers from that library only.

In the Connexion client only, catalogers can also use local save files while logged on or offline ("local" means that they are stored on a workstation or shared drive).

Online and local save files can store up to 9,999 records.

save file number
The number the system uses to track records in your library's cataloging Save file.




Scan
Command used to send a browse string to the system to scan indexes. See browse.




Schedules

(1) Listings of subjects and their subdivisions arranged in a systematic order with notation given for each subject and its subdivisions. (2) The series of DDC numbers 000–999, their headings and notes.

SCIPIO record
SCIPIO = Art and Rare Book Sales Catalogs. SCIPIO records cover art auction and rare book catalogs for sales from the late sixteenth century through the present. SCIPIO records were incorporated into WorldCat during the integration of RLG (Research Libraries Group) into OCLC.




SCO
See Scores format.




Scores format
OCLC-MARC format used to catalog musical scores. In WorldCat searches, use the Scores index (label: sco) as a qualifier to limit results to records for scores.




search history
In a Connexion Search WorldCat screen or window, search term input boxes have a popup or dropdown list that displays up to 10 previous searches.




search key
In Connexion client only, a search entered in command line format (full search syntax) and add to a list stored in a local file for batch processing.




searching
The process of retrieving records from a database.




segment
One part of a derived search. See derived search.




Selection
See WorldCat Selection.




serial
A publication issued over time in installments. Include annual reports, continuing directories, electronic journals, journals, magazines, monographic series and newspapers, etc. Serial is one of the material types in the continuing resource MARC format for bibliographic records. See Continuing Resources format.




Serials format
See Continuing Resources format.




series
Uniform volumes of a library resource that are related by subject matter, issued successively, and generally by the same publisher in a uniform style.




series title

The collective title of all items in a series, as opposed to each item's individual title.

Example:

Series title—Summer Institute of Linguistics Publications in Linguistics

Title (of individual item in series)—Modes in Denya Discourse

See also title.

session
Time between logon and logoff when an OCLC library is logged on to the OCLC system to use a production or service.




set holdings on a record
OCLC member libraries "set" their holdings by attaching their OCLC symbols to bibliographic records in WorldCat. Having OCLC symbols attached to a record establishes that the institution holds the item.




set of records
A group of records viewed when 1) a search retrieves multiple records or 2) a display of multiple records is requested.




shared local catalog
A catalog containing the records from several libraries.




shelf-ready
Items that come to the institution from the materials vendor with labels affixed and ready to be put into the collection.




Sound Recordings format
OCLC-MARC format used to catalog sound recordings. In WorldCat searches, use the Sound Recordings index (label: rec) as a qualifier to limit results to records for sound recordings.




source
See cataloging source; cataloging source qualifier.




source status
Designates the source of a displayed record in Connexion: Derived, Extracted, Imported, Workform, OCLC, Pathfinder, URL. Source status is system-assigned and appears in the status bar of a displayed record.




special character
Alphabetic or phonetic character other than that used in modern English. In records, each special character occupies its own position, whether or not it is used in conjunction with another character. See also diacritic.




spine label
The label affixed to the spine of a library book.




stopwords
Words to be omitted from a search because they are so common that they have no informational value. Stopwords are not indexed and are therefore ignored by the system if entered in a search. See stopword lists in the Help for Connexion or the Help for FirstSearch/Resource Sharing. Examples: a, an, and, or, and the.




subfield
The smallest unit of information in a variable field. Data in subfields is preceded by a delimiter ( ‡) and a single letter or number code. A subfield a ( ‡a) is implicit at the beginning of most fields (the delimiter and code do not display). See also delimiter.




subfield delimiter
See delimiter.




subject
In , Connexion client, Dewey Decimal Classification, Searching WorldCat: An object of study. Also called topic. A subject may be a person or a group of persons, thing, place, process, activity, abstraction or any combination of these.

Also, a content designator or topic. Subject schemes (for example, Library of Congress Subject Headings (LCSH)) use a controlled vocabulary to categorize library materials about the same subject.





subject headings
The most specific word or phrase that describes the subject, or one of the subjects, of a work, selected from a list of preferred terms (controlled vocabulary) and assigned as an added entry in the bibliographic record to serve as an access point for retrieving records in a database.

A subject heading may be subdivided by the addition of subheadings (example: Libraries--History--20th century) or include a parenthetical qualifier for semantic clarification, as in Mice (Computers).

The use of cross-references to indicate semantic relations between subject headings is called syndetic structure.

The process of examining the content of new publications and assigning appropriate subject headings is called subject analysis.

subject scheme
Subjects categorize library material. Subject schemes (for example, Library of Congress Subject Headings [LCSH]) use a controlled vocabulary; that is, they use the same words to categorize the library material about the same subject. For example, an item about atomic structure and another item about neutrons can have the same subject entry, Nuclear physics.




subtitle
Appears in records as part of the title proper or as the subtitle in a separate subfield.




subscription service
See OCLC-MARC Subscription service.




summary-level holdings
Holdings information about serials at the first (highest) level of enumeration and/or chronology. Summary-holdings information includes copy-specific information. See also Level 3.




supplier
An institution that supplies items requested via OCLC WorldCat Resource Sharing. The institution's interlibrary loan polices may determine what items the institution supplies via WorldCat Resource Sharing.




surname
A name shared in common to identify the members of a family. Also a family name or last name.




system days
In OCLC WorldCat Resource Sharing, days that exclude Saturdays, Sundays, OCLC-observed holidays, or other days when interlibrary loan is unavailable; also known as "Non-referral days." OCLC does not count Saturdays, Sundays and the following as working days for aging requests:
  • New Year's Day
  • Thanksgiving Day
  • Day after Thanksgiving
  • Christmas Eve
  • Christmas Day
  • New Year's Eve

See also calendar days.

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T

tag
The number of a variable field in a MARC record that identifies and distinguishes the field. Fields appear in tag group (numeric) order. Each number indicates what kind of data the field contains. Example: Field 245 is a title field.




tag group
Tags beginning with the same first digit. Tags are grouped by this first digit according to function. 1XX tags are main entries, 2XX tags are titles, 3XX tags are for physical description, 4XX tags are for series data, 5XX tags are for notes, 6XX tags are for subject access entries and terms, 7XX tags are for name and title added entries, and 8XX - 830 tags are for series added entries.




TCP/IP
Transmission Control Protocol/Internet Protocol. A set of standard rules that enables communication between similar or dissimilar computers on a network. Internet Protocol is the standard for sending data on the Internet.




Terminologies Service
OCLC service that provides access to multiple lists of subject headings and controlled vocabularies through a single interface to help create consistent metadata for library, museum, or archive collections.




text
The type matter on a page or in an electronic document that is distinct from illustrations or graphics.




title
A word, phrase, character, or group of characters, appearing on an information source that names the item.




title derived search
See derived search.




title statement
The title proper that may also include the general material designation and remainder of the title.




transliteration
Represent data in one script in the corresponding characters of another script in records.




truncation (*)
Truncation allows you to search for a term and its variations by entering only the root of the term or phrase followed by an asterisk *. Use the truncation symbol only at the end of a term. See also wildcard (# or ?).




Type of material (format) qualifier (ft)
Qualifier that limits search results to specific formats: books (bks), computer files (com), maps (map), mixed materials (mix), continuing resources (cnr), scores (sco), sound recordings (rec), or visual materials (vis).




Type of Record (Type)
The element in the fixed field that differentiates records created for various types of machine-readable information and specific types of material. Codes used in Type of Record are also used in field 006.




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U

unabridged edition
See Full edition.




uniform resource identifier
See URI.




uniform resource loacator
See URL




uniform title
Collects the publications of an author, composer, or corporate body into a unit. The unit may contain several expressions and manifestations of the work, for example, complete works, works in a particular literary or musical form, or translations into various languages for commonly known or classical works. Examples include sonatas, songs, Aesop's fables, Bible, and translations in various languages of Hamlet. Other uniform titles distinguish between different publications (usually serials) with the same titles.




Union catalog
A list of the holdings of all the libraries in a library system. Also, a listing of all or a portion of the collections of a group of independent libraries, indicating by name and/or location symbol which libraries own at least one copy of each item. When the main purpose of a union catalog is to indicate location, the bibliographic description provided in each entry may be reduced to a minimum, but when it also serves other purposes, description is more complete. The arrangement of a union catalog is normally alphabetical by author or title.




union list
A complete list of the holdings of a group of libraries of materials (1) of a specific type, (2) on a certain subject, or (3) in a particular field, usually compiled for the purpose of resource sharing. The entry for each bibliographic item includes a list of codes representing the libraries owning at least one copy. Union lists are usually printed, but some have been converted into online databases.




Union List group
A network of libraries sharing holdings information with one another, usually for the purpose of gaining wider access to information.




unique-key matching
Record processing software used to determine if a unique key (for example, an ISBN or LCCN) and publication date are the same in a batchloaded or vendor-provided record and a WorldCat record.




unresolved record
A record that failed to match any database record after being processed by the matching algorithms of OCLC batchload services and was not added to the database via batchload processing.




UNS
See OCLC Customer Services Division (CSD).




updating loose-leaf
An integrating resource that consists of one or more base volumes updated by separate pages that are inserted, removed and/or substituted.




URI
Uniform Resource Identifier. Provides electronic access data in a standard syntax. The URI is located in field 856, subfield ‡u and can be used during batchload matching.




URL
Uniform Resource Locator. Address or location of a Web page or other electronic resource.




UTF-8 Unicode character sets
USC Transformation Format-8—8-bit, byte-oriented encoding for Unicode characters. Includes, but not limited to, Basic Latin (ASCII) character subset and MARC-8 subsets of non-Latin characters (USC = Universal Coded Character Sets).

The Connexion client supports cataloging in the following four UTF-8 Unicode character sets: Bengali (character range U+0980 to U+09FF); Devanagari (character range U+0900 to U+097F); Tamil (character range U+0B80 to U+0BFF); Thai (character range U+0E00 to U+0E7F). The client also supports MARC-8 character sets.

See also non-Latin scripts; MARC-8 character sets.

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V

validate a record
Examine the data in certain fields for consistency and compliance with various rules via the Validate (val) command. The system also performs automatic validation on records when you Replace, Produce, Update, or Delete Holdings.




validation error
An error in the MARC format of a record as detected by OCLC system validation. Examples of validation errors include: invalid codes, tags, indicators and subfields, missing required elements, and repetition of non-repeatable fields. See also error rate.




variable field
Any field in a MARC record, consisting of variable control fields (00X fields) and variable data fields. Each variable data field has a tag identifier, indicators, and subfields preceded first by a delimiter (‡) and then by a single letter or number subfield code. Some variable fields may occur only once in a record; others can be repeated. Length of field data is variable. MARC 21 standards require that the number of characters in a field not exceed 9,999. See also fixed field; subfield.




vendor
See local system vendor; materials vendor; vendor partner




VDX
A resource sharing option for library groups that need greater local control of resource sharing with tight integration to local library systems. It builds on the foundation of OCLC's existing services for groups that include cataloging, resource sharing, reference and digitization services.




vendor partner
A materials vendor that partners with OCLC to deliver records for new library purchases via WorldCat Cataloging Partners. OCLC may also partner with vendors to provide selection information for WorldCat Selection. See also WorldCat Cataloging Partners; WorldCat Selection.




VIS
See Visual Materials format.




Visual Materials format
OCLC-MARC format used for cataloging projected medium, nonprojected graphics, etc. In WorldCat searches, use the Visual Materials index (label: vis) as a qualifier to limit results to records for this type of material.




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W

Web Harvester
An OCLC service that captures, manages and provides access to born-digital, Web-based content. Enables catalogers using the OCLC Connexion client (version 2.1+) to harvest content from the Web, review it and then add the harvested items to their CONTENTdm collections during the Connexion cataloging process.




WebJunction
An online community dedicated to the emerging technology and training needs of librarians. Originally created by the Bill & Melinda Gates Foundation's U.S. Library Program, with OCLC and other partners.




whole phrase index
Search indexes used to search for entire indexed fields of records. Whole phrase indexes are also browsable.




whole phrase search
All words, numbers, or character strings used to initiate a search for an entire indexed field in records. To enter a complete search string using a "command line" search in Connexion, use a whole phrase index label in the format xxw= (where xx represents the label).

Note: FirstSearch/Resource Sharing supports only one whole phrase index—Subject. This index label has a different format; see example below.

For a whole phrase search, enter all field data or truncate using an asterisk.

Examples:

  • To search for a subject field in Connexion, type suw=library science computer* (field data is truncated).
  • To search for the same subject field in FirstSearch/Resource Sharing, type sa=library science computer* (field data is truncated).
wildcard (# or ?)
A special character used to represent one or more characters in a search term. The pound sign (#) represents a single character, and the question mark (?), alone or with a number, represents zero or more characters. Wildcards must be preceded by at least three characters in a term. Example: wom#n retrieves women or women; col?r retrieves color or colour. See also truncation (*).




word
For searching purposes, any character or group of characters between two blank spaces, including initials or abbreviations.




word indexes
Search indexes used to search for a word or number in specific indexed fields of records. Word indexes are also browsable.




word search
A word, number, or character string used to initiate a search for a word in an indexed field in records. To enter a complete search string using a "command line" search in Connexion or an "expert" search in FirstSearch/Resource Sharing, use a word index label in the format xx:.

Example: To search for an OCLC control number, type no:10998406 (or #10998406 or *10998406).

word-by-word alphabetization
Refers to the filing of entries word by word, not letter by letter. For example, New York files before Newark in word-by-word alphabetization; Newark files before New York in letter-by-letter alphabetization.




work mark
The part of a book number that consists of a letter appended to the author (or biographer) designation to show the first letter of the title (or first letter of the surname of the biographer). See also Book number.




workform
An OCLC-MARC template used to create an original record or local holdings record. The system automatically supplies some of the appropriate fields and data, depending on the format you select for the material you are cataloging.




working copy
A copy of the master record, displayed on the user's screen. When the user edits the working copy, the master record remains unchanged. Also called "editing locally."




WorldCat
A database of tens of millions of online records built from the bibliographic and ownership information of contributing libraries. The WorldCat database is the largest and most comprehensive of its kind. OCLC members use WorldCat for a full array of technical library services, including cataloging, interlibrary loan, reference, union listing, local holdings, and many more.WorldCat is the foundation of many OCLC services that let your library process, manage and share information resources. And with its records now opened to Web search, bookselling and bibliography sites, holdings in your collection are even more easily located and obtained by both your local patrons and a broad-based Internet usership.




WorldCat Cataloging Partners
A collaborative effort with materials vendors to reduce the cost of cataloging for libraries. WorldCat Cataloging Partners delivers OCLC-MARC records that match the materials you ordered through participating vendor partners and sets your library's holdings automatically in WorldCat. WorldCat Cataloging Partners is the merger of the Cataloging Partner program and the OCLC PromptCat service.




WorldCat Collection Analysis
An OCLC service that identifies a library's unique holdings and compares those holdings against peer institutions, or against all holdings in WorldCat.




WorldCat Collection Sets
Enables a library's users to quickly have access to a newly purchased set of microform, nonmicroform, or electronic content by providing a matching, precataloged set of MARC records ready to load into the library's local system.




WorldCat Link Manager
OpenURL linking and listing service that allows users to link from an article citation in WorldCat to the full-text version of the article.




WorldCat Local
An OCLC service that interoperates with existing locally maintained services to provide high-level Web visibility for a library's collection. It uses the WorldCat.org interface to provide Web access to WorldCat. It provides the first step toward cooperative, Web-scale library management services.




WorldCat Navigator
An OCLC service that provides seamless resource sharing within a library consortium. The service manages returnable and nonreturnable items, and integrates with internal circulation systems and the wider OCLC resource sharing network to create a unique discovery-to-delivery service.




Worldcat.org
OCLC service that allows users to access WorldCat through a search box that can be included in a variety of web sites. Users can them find the items in a library near them or buy them directly.




WorldCat Registry
An online global directory of libraries, their locations, and the services they provide.




WorldCat Resource Sharing
See OCLC WorldCat Resource Sharing.




WorldCat Search API
Provides access to WorldCat bibliographic records and holdings using the FRBR concepts to pull together various editions of the same work. The API provides access to the WorldCat databases from clients that can send RESTful URI queries with either the OpenSearch or SRU protocols and can accept RSS, Atom, MARC XML or Dublin Core® responses.




WorldCat Selection
Launched in December 2006, WorldCat Selection allows selectors of new library materials to view notification records from multiple vendors in one comprehensive system. The service allows acquisitions staff to export WorldCat bibliographic records for selected items and then load the records into the library's integrated library system (ILS) to complete the ordering process. (Based on ITSO CUL, the Integrated Tool for Selection and Ordering at Cornell University Libraries.)




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Z

Z39.50
A client-server protocol established as a NISO standard that allows the computer user to query a remote information retrieval system using the software of the local system and receive results in the format of the local system. Often used in portal and gateway products to search several sources simultaneously and integrate the results.




Z39.50 Cataloging
An OCLC service that enables libraries to use the Z39.50 interface to access WorldCat in order to search and retrieve MARC records for cataloging.