|
|
|
|
1 WorldCat Cataloging PartnersIntroductionUse this chapter as an introduction or review of the features and functions of the OCLC WorldCat Cataloging Partners service. 1.1 Introduction to WorldCat Cataloging PartnersWorldCat Cataloging PartnersWorldCat Cataloging Partners (WCP) is 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 order through participating vendor partners and sets your library's holdings automatically in WorldCat. This service includes automated functionality such as adding barcodes and acquisitions data (invoice number, invoice date, price, etc.) to records. It also includes an electronic label file of spine and pocket labels that can be delivered to you or your materials vendor for shelf-ready materials. PricingWorldCat Cataloging Partners basic service may be available as part of your OCLC Cataloging Subscription or CatExpress Subscription. Contact your billing partner or distributor for pricing information. Timing of set holdingsHoldings can be set in WorldCat as records are processed or after a delay of 1-180 days. You may use the delay to allow selectors time to evaluate items sent on approval or to allow materials to circulate among your patrons before ILL requests are received. You also have the option of never setting holdings in WorldCat. Labels for shelf-ready itemsWorldCat Cataloging Partners can provide customized spine and pocket labels that vendors affix to items so that the items come to you shelf-ready. WCP can also provide spine and pocket label records that you print and affix. Labels are provided at no extra cost. Shared local catalog optionsSince WorldCat Cataloging Partners has access to the OCLC WorldCat holdings of all libraries in a shared local catalog, it can provide one record for a joint catalog while setting holdings for individual libraries. Item check inThe WCP Cataloging Report lists all titles that are processed in a vendor manifest and describes the outcome of the processing. You match the items you receive (using the vendor's invoice or packing list) with the titles on the report. Data retrieval methodsWorldCat Cataloging Partners provides bibliographic records for your local system or shared local catalog via one or a combination of the following methods. The method or methods you use depend on local needs.
Authority recordsAuthority records are not available through WorldCat Cataloging Partners. Current approval plans and firm ordersWith minor adjustments, you can use current approval plans. Some libraries use WCP implementation planning as an opportunity to examine current plans. Your current firm-order methods can remain the same. WCP works well with vendor electronic ordering systems. back to top1.2 WCP and Other OCLC Products and ServicesIntroductionUse WorldCat Cataloging Partners in conjunction with other OCLC products to enhance your cataloging efficiency. For more information, see the OCLC Web site at < http://www.oclc.org/catalogingpartners/default.htm > OCLC Bibliographic Record NotificationThis service supplies upgraded and updated records automatically. Use it with WCP so that you can accept less-than-full-level records. Upgraded records are provided automatically when they become available. If you delay setting holdings in WorldCat with WorldCat Cataloging Partners, the system checks for upgraded records at the point when WorldCat Cataloging Partners delivers records, which can be in advance of when your holdings are added to WorldCat. For details, see the Bibliographic Record Notification Web siteat < http://www.oclc.org/bibnote/default.htm >. OCLC Contract CatalogingYou can receive 100 percent of your cataloging, at a lower cost than you might expect, through Contract Cataloging. Use it to catalog titles processed through WorldCat Cataloging Partners that do not retrieve a matching record, titles you purchase from vendors that do not participate in WorldCat Cataloging Partners, for a growing backlog, or for a gift collection. For details, see the Contract Cataloging Web siteat < http://www.oclc.org/customcataloging/services/contract/default.htm >. OCLC ConnexionYou can retrieve your records via EDX or the Product Services Web site and import them into OCLC Connexion to edit, perform authority work, or create labels. OCLC Label ProgramYou or your vendor can use the OCLC Label Program to edit and print WorldCat Cataloging Partners label files. For details, see http://www.oclc.org/label/. WorldCat SelectionThis service allows selectors of new materials at your library to view notification records from multiple vendors in one central comprehensive system. With WorldCat Selection, you can easily get WorldCat records for newly purchased materials into your integrated library system earlier in the technical services process. Use WorldCat Cataloging Partners to provide updated cataloging records, including invoicing information that supports shelf-ready processes, as materials are delivered to your institution or to set holdings in WorldCat once a purchase has been made. CIP Upgrade ProgramOCLC, in cooperation with WCP vendors, upgrades Cataloging in Publication (CIP) records in WorldCat so that WCP delivers more full-level records to you. The CIP Upgrade Program updates CIP records in WorldCat as quickly as possible. Material vendors upgrade their CIP records and send them to OCLC to upgrade the WorldCat records. Visit http://www.oclc.org/us/en/worldcat/catalog/quality/cip/default.htm for more information about the CIP Upgrade Program. Vendor Record Contribution ProgramOCLC pursues relationships with vendors of library materials and bibliographic records for the contribution of bibliographic records to WorldCat. In particular, OCLC strives to enrich WorldCat with records for materials published outside the U.S. and for audiovisual and electronic materials. Consequently, these records are available to WCP libraries. Visit http://www.oclc.org/us/en/partnerships/material/contribution/default.htm for more information about the Vendor Record Contribution Program. back to top1.3 Ordering WorldCat Cataloging PartnersHow to orderYou can order WorldCat Cataloging Partners through the OCLC Online Service Center. < https://www.oclc.org/webapp/wcs/storesservlet/OSCPortal?storeId=1005>1 Who sets up your profileThose involved in setting up your WorldCat Cataloging Partners profile may include:
Online service centerIf you already have an Online Service Center account, use it to order WorldCat Cataloging Partners. If you do not have an account, you can create one. PDF order formA PDF order form is available for libraries that cannot complete the order form in the Online Service Center. The PDF form is here: https://www.oclc.org/catalogingpartners/ordering/ordering/default.htm Activating your profileWhen your WorldCat Cataloging Partners profile is activated, you will be notified along with your material vendor and OCLC staff.
back to top 1.4 Shared Local Catalog OptionsIntroductionThis section describes the options available to libraries that are members of a shared local catalog and that want to be treated as members of a shared local catalog. Shared local catalogShared local catalogs are local systems that are shared by more than one institution with separate OCLC symbols. One OCLC symbol with separate holding library codes, used in the 049 field, is not considered a shared local catalog. Profile as a member of a groupTo profile as a member of a group, fill out the shared local catalog section of the order form. Check the list of shared local catalog groups on the order form before creating a new group. Benefit of using shared local catalog optionsThe primary benefit of using the shared local catalog option is that you will receive only one record for your shared local system, with holdings set for your institution on the WorldCat record. Shared local catalog optionsThe following options are available to libraries that are members of a shared local catalog:
Ordering shared local catalog optionsEach library in a shared local catalog must fill out a separate profile. back to top1.5 Record SelectionAutomated processingThe following is a summary of how WCP processes data for the basic service:
Record selection rules
Encoding level ruleWCP determines whether the record meets your Encoding level selection rule based on your choice of Encoding levels in the table below.
Cataloging source ruleWCP determines whether the record meets your Cataloging source selection rule based on whether one of the following elements is in Srce (Source), field 040, or field 042 (Authentication code):
No record delivered or no record foundIn addition to listing titles for which you receive a record, the WCP Cataloging Report also lists items for which no record was delivered and/or no matching WorldCat record was found. The table below gives some common examples of such situations.
Report mismatchesIf you find a mismatch (a record that does not match the item), use the following procedure:
Note: The Delete holdings command is a credit. Partnering data recordWCP can produce a Partnering Data Record (PDR) to carry vendor data when a full record is not delivered or not found. A PDR can also be delivered in place of a record when another institution in your shared local catalog has already received the record. The PDR can include the OCLC number when the record is matched but not delivered. The PDR contains an 019 field if one is present in the master record. The 019 field allows you to match existing records in your local system that have been merged into other records in WorldCat. The table below lists the data in the PDR by field.
back to top 1.6 Data Added to RecordsIntroductionAfter record selection, data is added to the record. The materials vendor provides the data to WCP in the vendor manifest. WCP supplies other data based on the WCP profile. Using the WCP Order form, the following parties define the data to be added to records:
Data in records accepted by local systemsAll WCP processed records, regardless of delivery method, contain data that differs from other OCLC-MARC records. Your local system must accept the following data in the following fields:
Vendor-provided dataWCP defines data elements that vendors can send in manifests in coded form. WCP adds this data to fields of your records based on your WCP profile. The following are types of vendor-provided data that WCP can add to records:
Limits on vendor-provided dataConsult your vendors to determine what each provides. User-defined dataYou determine what data WCP adds to your records. WCP can:
NotesNotes are subfields that you would like to have added to records. The most common data string adds a local note that indicates the record came from WCP. Another common practice is to use data strings to add codes that are required by your local system. Location codes are also added as data strings.You define the data strings. back to top1.7 Dewey OptionsIntroductionThis section describes the Dewey® options available to libraries. Dewey class lengthThe list below contains the Dewey options that determine how much of the Dewey classification number you use for your local call number.
Dewey cutter typeThe list below contains the Dewey options that determine which Dewey cutter type you use for your local call number. The text cutter is the first 1-15 characters of the first significant word of the main entry. The OCLC label formats support up to 8 characters per line, but you can choose more than 8.
Dewey text cutterThe list below contains the Dewey options that determine which text cutter type you use for your local call number. The text cutter is the first 1-15 characters of the first word of the main entry. The OCLC label formats support up to 8 characters per line, but you can choose more than 8. You can profile to include punctuation or not include punctuation in your text cutter. You can also choose the case of the text cutter:
WCP can also use numerals or spell out the numerals into an English word (e.g, 2 or Two). Dewey workmarkWCP can add a title workmark to your Dewey call number. The first letter of the title in field 245 is added to the call number at the end of the cutter. WCP can provide the workmark as it appears in the record (usually uppercase), always in uppercase, or always in lowercase. Biography Type codesThe list below contains the Type codes that determine whether an item is coded as a biography. Type: a, Biog: a, b, or c or Type: i, LTxt: a, or b Biography call number textWCP can provide a Biography call number instead of a Dewey classification number for titles that are coded as biographies. For example, a Biography call number may be: 092 Bio ‡b Lincoln. You must supply the text for the 092 ‡a in your profile. Biography cutter typeThe list below contains the Dewey options that determine which biography cutter type you use for your local call number. The biography text cutter is 1-15 characters of the first word of the first 600 field. The OCLC label formats support up to 8 characters per line, but you can choose more than 8.
Biography text cutterThe biography text cutter is the first 1-15 characters of the first word of the first 600 field. You can profile to include punctuation or not include punctuation in your text cutter. You can also choose the case of the text cutter:
WCP can also use numerals or spell out the numerals into an English word (e.g, 2 or Two). Fiction Type codesThe list below contains the Type codes that determine whether an item is coded as fiction. Type: a, LitF: 1, f, or j or Type: i, LTxt: f Fiction call number textWCP can provide a Fiction call number instead of a Dewey classification number for titles that are coded as fiction. For example, a Fiction call number may be: Fiction cutter typeThe list below contains the Dewey options that determine which Fiction cutter type you use for your local call number. The text cutter is the first 1-15 characters of the first significant word of the main entry. The OCLC label formats support up to 8 characters per line, but you can choose more than 8.
Fiction text cutterThe list below contains the Dewey options that determine which text cutter type you use for your local call number. The text cutter is the first 1-15 characters of the first word of the main entry. The OCLC label formats support up to 8 characters per line, but you can choose more than 8. You can profile to include punctuation or not include punctuation in your text cutter. You can also choose the case of the text cutter:
WCP can also use numerals or spell out the numerals into an English word (e.g, 2 or Two). Juvenile codesThe list below shows how WCP defines juvenile materials.
Juvenile prefix for non-fictionFor titles that are non-fiction, and are coded as juvenile, WCP can add a prefix to the call numbers. You can choose the prefix. The most common are j, Juv, and YA. Juvenile fiction call number textWCP can provide a juvenile fiction call number instead of a Dewey classification number for titles that are ordered as juvenile. For example, a juvenile fiction call number may be: 092 Juv ‡b Wilder. You must supply the text for the 092 ‡a in your profile. E in place of Juvenile fiction textIf the 082 field in the matching MARC record contains E, WCP can place an E in the 092 field instead of the juvenile fiction text for titles that are coded as Juvenile fiction. For example: 092 E ‡b Avery Juvenile fiction cutter typeThe list below contains the Dewey options that determine which juvenile fiction cutter type you use for your local call number. The text cutter is the first 1-15 characters of the first significant word of the main entry. The OCLC label formats support up to 8 characters per line, but you can choose more than 8.
Juvenile fiction text cutterThe list below contains the Dewey options that determine which text cutter type you use for your local call number. The text cutter is the first 1-15 characters of the first word of the main entry. You can profile to include punctuation or not include punctuation in your text cutter. You can also choose the case of the text cutter:
WCP can also use numerals or spell out the numerals into an English word (e.g, 2 or Two). back to top1.8 Label ProductionIntroductionWCP can create a label record for each item sent by the vendor. WCP posts a file of label records to an EDX account or at the Product Services Web site. You or your vendor retrieve the file of label records and print them using the OCLC Label Program; then affix labels to items. You can also produce labels locally if you import MARC records into the Connexion client. Label contentYou define the label content, which consists of:
Labels and prefixesIf you are profiled to have a prefix (such as J, YA, or Juv) added to the call number in the record, the prefix will also appear on your spine and pocket labels as Location Text. Methods of label record file retrievalWCP makes the label record file available to libraries via an EDX account and on the Product Services Web site. Label printingUse the Cataloging Label Program (http://www.oclc.org/label/) to print labels efficiently. This program is available from OCLC at no charge. Most commercially available label printing programs can also print WCP labels. Label formatLabel records in the label file can print in the following formats:
These label formats also can be imported into the Cataloging Label Program. Pocket label title truncationFor pocket labels, the printed line limit for the title is 2 lines of 28-characters each. To ensure this limit and to ensure no blank lines appear on the pocket label, WCP uses the following process to determine where to split the title into 2 lines:
Spine label character limitFor spine labels, each line has a maximum of 8 characters. If, after formatting the call number, a line exceeds 8 characters, WCP places the extra data on the next line. Label records not createdWCP may provide a bibliographic record, but produce a placeholder label record when: The bibliographic record has no call number. The bibliographic record also has an alternative call number; that is, multiple subfields ‡a in field 050, 060, 090, or 096. Adding vendor-provided or user-defined data makes the call number exceed its printing line limit. The printing line limit for Spine Label 6 (sl6) is 15. The printing line limit for Spine Label 4 (sl4) and Spine Label B (slb)is 9. Match labels to itemsWCP places label records into the label file in the same order as the titles appear on vendor manifests. If WCP cannot create a label record, a placeholder label record with the text No Label is created. After printing a file of label records, you or the vendor attach the printed labels. Multiple labelsYou can edit and print multiple copies of labels using the Cataloging Label Program or Connexion client. Some vendors can supply multiple label records as needed. Vendor labelsSome materials vendors can use the WCP label file to create labels and affix them to materials before sending them to you. If you are interested in this option, contact your materials vendor. back to top |
Librarians' Toolbox:- Bibliographic Formats and Standards
- Find an OCLC library
- System alerts
- Online Service Center
- More ››
|
OCLC is a nonprofit, membership, computer library service and research organization dedicated to the public purposes of furthering access to the world’s information and reducing information costs. More than 72,000 libraries in 170 countries and territories around the world have used OCLC services to locate, acquire, catalog, lend and preserve library materials. |
OCLC Headquarters |
|
|
