OCLC Canada Newsletter

On January 30th, 2003, OCLC Canada received over 150 guests to its annual Update Luncheon. This was by far the largest update luncheon for OCLC Canada. Thank you to all the participants.

The OLA exhibit area was not always that quiet for OCLC Canada. On this picture, we have Libbie Crawford - Marketing Manager, Dewey Decimal Classification OCLC Inc, Jamie Lichtman - Manager, Intern Dev. Netlibrary Division, and Les Moor, Assistant Manager from the LTS division in Winnipeg.

NetLibrary

In mid 2002, COOL (Consortium of Ontario Libraries, http://www.sols.org/cool/index.htm) was able to create a shared provincial e-book collection.

The collection comprises 3371 netLibrary titles and 5000+ public domain e-books. They cover all range of topic and subject areas but the most accessed subjects are business, economic and management. Interestingly enough, the 5 most popular titles by the end of 2002 were:

• 101 More Best Resumes
• Bioinformatics: The Machine Learning Approach {Adaptive Computation and Machine Learning}
• 175 High-impact Resumes
• C++: The Core Language {Nutshell Handbook}
• Learning Perl {Nutshell Handbook}

Moreover, the collection had been accessed 6,812 times in just over 6 months and during that period, only 15 turn-away sessions on 8 titles were observed. A total of 79 libraries are now using e-books through COOL. More importantly, only 272 titles had yet to be "opened".

Congratulations to the selection and marketing library staff for such a great job!

Reference

Did you know that you can give your users the option to view the holdings of all OCLC member libraries in FirstSearch?
It's easy to turn on the link to display all libraries' holdings information.

All you need to do is:

• Go to the FirstSearch Administrative module http://firstsearch.oclc.org/admin
• Enter your FirstSearch administrative authorization and password on the administrative module login screen

Interface Display -> Library Holdings area in your FirstSearch administrative module, where you can enable the Display All Libraries link. Select Display All Libraries by placing a check in the box to specify that users can view holdings information for all libraries. You must also select System Default, Regional, or Group (in Library Holdings Display) to select Display All Libraries.
When your users bring up a holdings screen, they will be able to click the link to see the complete display of all holding libraries.

Training

OCLC Canada offers training using a web-conferencing software at no charge. A schedule of demonstrations is distributed to members and users via our listserv on a regular basis.

If you need more information or training on a specific feature or a service, send an email to manon_barbeau@oclc.org. She will be glad to set up a session for your institution.

Cataloging

When is the best time to migrate from Passport?

Passport for cataloging will retire on December 31,2003. If you are currently cataloging through Passport or CatME, you are probably wondering when you should migrate to the new service. Since you know what you need, you are better able to pick a migration date that makes sense for your situation. OCLC will not take away a tool you currently use before the functionality is available from Connexion (current or forthcoming http://www.oclc.org/connexion/).

Tips for Migrating from Passport for Cataloging

Are you still using Passport for cataloging? Should you migrate to CatME? Migrate to the Connexion browser? Wait for the Connexion client? Here is some information to help you pick your migration path.

Macros
Do you use a lot of Passport macros? If yes, you can migrate to CatME or wait for the client (June 2003); however, macros are not supported with the browser.
One option is to wait for the client so you only have to migrate your macros once. You will need to recreate your Passport macros in the client, as the structure of Passport macros is different from those used with the client. You will be able to create your macros manually or use a macro recorder in the client.
If you migrate to CatME, you will need to manually recreate your macros in CatME. CatME does not include a macro recorder, and you cannot use macros from Passport with CatME. Later you will have to migrate to Connexion, which means moving your macros twice. OCLC expects to provide a macro converter to help you convert CatME macros for use with the client. You may be required to do some editing before the macros will work with the client.

Terminal Session (Telnet) Connections
Do you connect to your local system via a telnet session to run macros between Passport and your local system? If yes, you can migrate to CatME to use the terminal session functionality in CatME to continue to run macros between OCLC and your local system. This functionality is not supported with the browser. OCLC expects to add this to the client in 2004, which will be after the end of life of Passport for cataloging. Passport users requiring this functionality must migrate to CatME.

Export via TCP/IP
Do you export directly to your local system via TCP/IP? CatME, Connexion browser, and Connexion client (June 2003) all support this functionality! However, please note the following:

• When exporting from the Connexion browser, the record is actually delivered directly from OCLC to your system, so you may need to open your local system to receive records from the Connexion IP address to get the records inside your firewall. CatME and Connexion client records are delivered through your workstation, so they do not have this issue.
• Some local systems return information after an export that is displayed in Passport when export is set up via OCLC Gateway export. This information cannot be displayed in the Connexion browser; however, it can be displayed in CatME and the Connexion client.

Export via a Communications or Printer Port
Do you export to your local system via a communications or printer port? The Connexion browser does not support this type of export. You can export to a communications or printer port with CatME, and this will be available in the Connexion client (June 2003).

Export to a File
Do you export to a file and then load the file into your local system? CatME, Connexion browser, and Connexion client (June 2003) all support this functionality! However, please note the following:

• When exporting to a file from the Connexion browser (with the exception of the Express tab), you cannot append to a file. Each time you export, a new file is created. However, you can save records and export groups of saved records at one time to create a single file that contains multiple records.
• One option for getting a single file of records to load into your local system is to get your records through a daily OCLC-MARC Subscription file instead of using the Export command. Contact your OCLC regional service provider for more information about this option.
• When exporting from the Express tab in the Connexion browser, the record is added to an authorization-specific file of records at OCLC. As you do additional exports, the records are appended to the file. At the end of your session, you download the file of records exported with your authorization number. However, the Express tab in Connexion provides a simplified cataloging environment, which supports limited record editing and export of bibliographic records.
• CatME allows you to export records to a file and append records to an existing file. You can export single records at a time or export groups of records.
• The Connexion client will allow you to export records to a file and append records to an existing file. Phase 1 of the client will support exporting single records at a time. Later, you will be able to export groups of records at one time.

NACO Functionality
Are you a NACO participant who creates and replaces authority records? CatME, Connexion browser, and Connexion client all support this functionality. However, please note the following:

• The Connexion browser supports NACO functionality. If your records are reviewed by a NACO trainer/reviewer, you cannot put your records in your save file and have your reviewer change to your file to review the records as is done in Passport. You must either e-mail the records to your reviewer or give your reviewer your authorization number and password. OCLC will add support for reviewing records later this year.
• CatME supports NACO functionality. If you have your records reviewed by a NACO trainer/reviewer, you cannot put your records in the online save file; CatME does not have access to the online save file. You must e-mail the records to your reviewer.
• The second release (3rd quarter 2003) of the Connexion client will support NACO functionality as is listed above for the Connexion browser. Note that this functionality will not be included in the first release of the client.

Keyboard and Mouse Functionality
Do you use mostly the keyboard? The mouse? Or both? With the Connexion browser, you can do most of the functionality with the keyboard, including customizing actions to keystroke shortcuts. However, you must also mix using the mouse. With CatME and the client (June 2003), you can do all functionality with the keyboard without ever touching the mouse, or you can mix the keyboard and the mouse.

Label Printing
Do you print labels with Passport? CatME, Connexion browser, and Connexion client (June 2003) all support label printing. You can continue to display labels, make edits, and print labels in the OCLC formats (SL4, SL6, SLB, SP1) as you do with Passport. Additionally, you can specify print constants, ranges, and copy numbers, and print multiple copies. You can print labels to a printer, or you can create a file of labels to import into the OCLC Cataloging Label Program or other label printing software.
The browser uses the Label Program for printing labels. When you display a label in the browser, the system automatically opens the Label Program if not already open and displays the label.
When moving from Passport, you might need to upgrade printer drivers for use with label printing. However, label printing is very similar in CatME, the Label Program, the browser, and the client, so the same drivers will work with any of these.

GENERAL INFO

CANADIAN PROVINCES AND TERRITORIES CODES ABBREVIATIONS STANDARDIZED

To match the official Canadian abbreviations, on January 28 2003, OCLC changed the following code abbreviations for the following Canadian Provinces/Territories:

Interlibrary Loan

OCLC ILL LIBRARY POLICIES AND TECHNOLOGY DIRECTORY
IS NOW AVAILABLE

The ILL Policies and Technology Directory provides users of OCLC ILL with a web-based, central source for entering and retrieving policies, billing, system, and contact information for member libraries worldwide.
You may access the Directory from within the OCLC ILL Web interface or OCLC ILLiad. Ready to try the ILL Policies Directory? Log on to ILL Web using your current ILL authorization and password http://www.oclc.org/resourcesharing/.
The ILL Policies and Technology Directory will replace the Name Address directory for ILL policies in third quarter 2003. No data from the current NAD will be migrated to the Policies Directory.
For tips on using this new feature, please review this planning document Getting Started with the ILL Policies and Technology Directory.

Everything you have always wanted to know about batchload!

OCLC batch processing is a way to update, add or cancel large numbers of records or holdings offline. Each year, OCLC sets millions of OCLC holdings symbols and adds hundreds of thousands of unique records to WorldCat through batch processing.
All OCLC Governing members are required to set their holdings (add their OCLC symbol or create new records) to facilitate global resource sharing. Batch process is an easy way to do it!
For more information go to this url http://www.oclc.org/batchprocessing/

Batch process is free for Canadian OCLC member libraries.

Updates on the upcoming ALA/CLA Conference in Toronto

There will be many OCLC activities during the conference (symposium, copyright seminar, product sessions, etc.). We invite you to stop by the OCLC booth, #1929 North Exhibit Hall Level 300, to visit OCLC Canada staff during the ALA/CLA Joint Conference, June 21-24, 2003.

While you're at the booth, be sure to visit the OCLC theater for updates on ebooks, virtual reference, digital and preservation resources. The theater schedule will be available at the booth.

You can also receive a more "formal" update on OCLC products and services by attending the OCLC Update Session, Sunday, June 22, 7h - 9h a.m. (location not yet available). A continental breakfast will be served, followed by a presentation and table discussions.
The OCLC Canada staff looks forward to talking with you at ALA/CLA!

OCLC Canada 701 Salaberry Street, suite 200 Chambly, Quebec J3L 1R2 Canada +450-658-6583 Free Call: +1-888-658-6583 Fax: +1-450-658-6231 E-mail: canada@oclc.org http://www.oclc.org/ca/en/

OCLC Online Computer Library Center, Inc. 6565 Frantz Road Dublin, OH 43017-3395  USA +1-614-764-6000 oclc@oclc.org http://www.oclc.org