OCLC Update. Cynthia Whitacre. John Chapman. Sandi Jones. Manager, WorldCat Quality & Partner Content. Product Manager, Metadata Services

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1 OCLC Update Cynthia Whitacre Manager, WorldCat Quality & Partner Content John Chapman Product Manager, Metadata Services Sandi Jones Product Manager, Metadata Services

2 Agenda WorldCat WorldShare Metadata Services Institution Records Questions and answers

3 72,000 libraries in 170 countries 1,418 55,820 1,091 5,715 4,058 1,752 1,

4 a global data network 1. Built by the library community for the library community 2. Supports cataloging, resource sharing, discovery and visibility on the Web 3. Comprehensive and global 339,546,255 Records 2,263,476,396 Holdings 61% Non-English

5 Let s talk about WorldCat Millions of records 400,000, ,000, ,000, ,135, ,928, ,837, ,546, ,000, ,806, ,000, ,992, ,000, ,000,000 50,000,000 0 FY10 FY11 FY12 FY13 FY14 As of May 2015

6 Holdings continue to grow Billions of holdings 2,500,000,000 2,000,000,000 1,612,328,616 1,735,289,761 1,862,395,593 2,031,758,903 2,133,441,940 2,263,476,396 1,500,000,000 1,000,000, ,000,000 0 FY10 FY11 FY12 FY13 FY14 As of May2015

7 Where do WorldCat records come from? WorldCat now has more than 339 million titles

8 OCLC members improve WorldCat quality 1,120,000 1,100,000 1,080,000 1,060,000 1,040,000 1,020,000 1,000, , , ,000 1,103,879 1,080,183 1,014,754 1,004,109 FY12 FY13 FY14 FY15 YTD

9 OCLC staff improves WorldCat quality 80,000,000 70,000,000 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 10,000, ,019,220 54,482,735 21,352,465 17,046,642 FY12 FY13 FY14 FY15 YTD

10 WorldCat Top 10 Languages: April English eng 130,428,276 2 German ger 43,966,109 3 Undetermined und 35,139,487 4 French fre 30,856,314 5 Spanish spa 15,035,923 6 Chinese chi 10,532,011 7 Japanese jpn 9,733,194 8 Italian ita 8,077,081 9 Dutch dut 5,752, No linguistic content zxx 4,927,477

11 WorldCat Next 10 Languages: April Russian rus 4,534, Latin lat 4,431, Polish pol 4,072, Danish dan 3,166, Portuguese por 2,560, Swedish swe 2,342, Hebrew heb 2,080, Slovenian slv 2,074, Arabic ara 1,616, Czech cze 1,527,894

12 Non-Latin scripts in WorldCat June month growth 5 year growth Arabic 1,030, % % Armenian* 4, % Bengali 1, % % CJK 19,461, % % Cyrillic 955, % % Devanagari 9, % % Ethiopic* % Greek 107, % % Hebrew 2,071, % 97.47% Syriac* % Tamil 58, % 66.49% Thai 783, % %

13 John Chapman Product Manager, Metadata Services

14 Provides a comprehensive suite of cataloging and metadata services that helps users do less original cataloging while making both print and electronic collections easier to find, use, share and manage.

15 Automatically manage metadata for electronic and print collections Register, manage, create and share electronic collections in the WorldCat knowledge base Automatically maintain WorldCat holdings and receive WorldCat MARC records with ongoing updates Ensure that bibliographic metadata for all materials, including access URLs, is continually updated in your discovery interface Manage demand-driven acquisitions (DDA) collections

16 WorldCat knowledge base - standard collections Includes 13,493 content collections from 5,941 providers Subscription packages Title by title purchases Open Access content Demand Driven Acquisitions Consortial versions Locally defined

17 Cooperatively manage electronic collections 5,900 + providers knowledge base Members cooperatively update, review, and approve global collections

18 Recent cooperatively-managed collections American Museum of Natural History Research Library American Physical Society Publications Biblical Reference Ebook Collection (Saint Charles Borromeo Seminary) British History Online Chronicling America: Historic American Newspapers Digitalia Hispanica (Fuller Theological Seminary) EBSCO PsycBooks extra Field Museum Custom Collection (The Field Museum of Natural History) Open access ebooks and papers (McGill) The Other Voice in Early Modern Europe

19 What are members saying? Looking for ways for CARL libraries to cooperate Collection development Cataloging Decided to focus on: Canadian maps Canadian government docs Canadian electronic resources Joseph Hafner Senior Director Collection Services McGill University Library Result: We now have collectively cataloged almost 7,000 records Shared collections so that others can maintain WorldCat holdings and receive MARC records I see the possibilities if we start sharing these records with one another...the time that we could save! Watch the video:

20 WorldCat Metadata API Build and share solutions that streamline and enhance library workflows Integrate WorldCat Metadata into library- and partner-built applications Add and enrich WorldCat records Maintain WorldCat holdings and local bibliographic data Innovate, build and share new library solutions Integrated into MarcEdit Visit the OCLC Developer Network for additional information

21 Create new and enrich existing items in WorldCat with efficient, record-at-a-time cataloging Improve discovery, sharing and management of your physical and electronic materials Create and enrich WorldCat master records using either the MARC 21 editor or the Text View editor, a simplified, labeled interface Set and delete WorldCat holdings Manage local holdings records (LHRs) and local bibliographic data (LBD) Save in-progress bibliographic records for later use Search and display Library of Congress and MeSH authority records Incorporate auto-suggest FAST subject headings using the Text View editor Export bibliographic records via TCP/IP connection to your local system Currently available to early adopters

22 Search Databases

23 Hebrew Right-To-Left

24 Auto suggest

25 Milestones Pilot testing begins Roll-out to WorldShare Management Services (WMS) users Launch to additional early adopters Available to any library upon request Jan 2013 Sep 2013 Nov 2014 Jan 2015

26 Sandi Jones Product Manager, Metadata Services

27 A new approach to local data OCLC is providing the option to migrate Institution Record (IR) data to Local Bibliographic Data (LBD). With LBDs, libraries benefit from the combination of the cooperatively managed master record data and library-specific local data, as well as future linked data and entities-based cataloging workflows. Some libraries created IRs because they couldn t add data to the master record in WorldCat, but with the Expert Community, member libraries now have the ability to improve, upgrade and make changes to the majority of WorldCat master records.

28 Local Bib Data vs. Institution Records An IR is a static copy of your full bibliographic record that is attached to an OCLC master record in WorldCat. Local Bibliographic Data (LBD) store only pertinent information (e.g. local notes, subject headings, added entries) from your bibliographic record, to be displayed to your users. Libraries should add as much information as possible to the master bibliographic record, and use LBD to capture information that doesn t have a place in the master record. Libraries might find them most useful for rare and special materials.

29 Options 1. Convert Institution Records (IR) to Local Bibliographic Data (LBD) 2. Delete your Institution Records without loading Local Bibliographic Data 3. Create Local Bibliographic Data from local system records

30 Fields that can be used to add Local Bibliographic Data Name Type MARC Field(s) Leader (byte 5) System Leader Control Number System 001 $a OCLC Number System 004 $a Uniform Title Notes 240 General Note Notes 500 With Note Notes 501 Non-Specialized Notes (User-Defined) Notes Personal Name Subject Added Entry 600, 696 Corporate Name Subject Added Entry 610, 697 Meeting Name Subject Added Entry 611, 698 Uniform Title Subject Added Entry 630, 699 Topical Term Subject Added Entry 650, 690 Geographic Name Subject Added Entry 651, 691 Local Index Term: Genre/Form Subject Added Entry 655 Added Class Number Subject Added Entry 695 Added Entry Personal Name Name 700, 790, 796 Added Entry Corporate Name Name 710, 791, 797 Added Entry Meeting Name Name 711, 792, 798 Added Entry Uniform Title Name 730, 793, 799 Local System Number System 935 $a Institution Number System 940 $a

31 Editing Local Bibliographic Data in Record Manager

32 Local Bibliographic Data displayed in WorldCat Discovery Services

33 Batchload of LBDs We will work with you to help identify: Fields to be added to Local Bibliographic Data Steps to batchload LBDs Contact to order a new project or to provide information relative to an existing project

34 Timelines Creation of Institution Records Date Support Ends Batchload December 2015 Connexion June 2016 Notifications Deadlines Date Convert IRs to LBD December 15, 2015 Deletion of IRs June 2016

35 How to Get Started 1 Choose which option you would like: Delete your existing Institution Records Convert Local Bibliographic Data from your existing Institution Records or from your local system records 2 OCLC your selection IRInfo@oclc.org Frequently Asked Questions are available at: To request WorldShare Record Manager:

36 Institution Record FAQs 1. If libraries want LBD for part of the collection but not all of the collection, how is that handled in batchload? 2. How do libraries specify what should go in the master record vs. LBD? 3. What data gets merged into the master record? 4. If data doesn t get merged to the master record based on OCLC s algorithms, can it automatically be added to LBD?

37 Institution Record FAQs 5. Is the only way to do LBD through Record Manager, not Connexion? 6. If a library doesn t ask OCLC to delete existing IRs, will the IRs remain as read-only in Connexion after June 2016? 7. How will I view other libraries edits when IRs are discontinued?

38 Cynthia Whitacre Manager, WorldCat Quality & Partner Content

39 Questions and answers? 1. From Rachel Simon (Princeton) "We at Princeton are very interested to know more regarding OCLC plans to stop having Institutional Records saved with them, how the Master records will be updated, and if institutions will have updated Master records be loaded back to them. 2. From Marlene Schiffman (Yeshiva University) "In RDA you can put a former owner in 561 field, but when you trace it in 700 field, it is no longer local information. Could there be a local 700 field (or local indicator) so that the name of the former owner only comes up in the local system and not in OCLC generally? The opposite side of the coin is that many LC records have a 700 for the copy in LC that I have to delete in my record when I export it."

40 Cynthia Whitacre John Chapman Sandi Jones Thank you Explore. Share. Magnify.

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