OCLC Cataloging Metadata Services Update FEDLINK OCLC

OCLC Cataloging & Metadata Services Update FEDLINK OCLC Users Group Meeting November 1, 2002

Agenda • “Bits and Pieces” • OCLC Connexion

Prompt. Cat • Newest Prompt. Cat Vendors – Coutts Library Services – Matthews Medical Books – BUSCA, Inc. – Theodore Front Music Literature • New set holdings option – Now can set holdings immediately or 1 – 180 days later

Language Sets • South Asian Languages added to Language Sets – Hindi, Bengali, Gujarati, Panjabi, Urdu and Tamil

Cat. ME • End of Support for Cat. ME Versions 1. 20, 1. 21, 2. 00 on 10/31/2002 • Ver. 2. 10 – Spanish language edition, released June 2002

Dewey Cutter Program • Dewey Cutter Program Updated • Enter text (e. g. a name), get the Cutter number, and then paste into your application • Available free via download: http: //www. oclc. org/dewey/products/ index. htm#cutter

Documentation • Bibliographic Formats and Standards 3 rd ed. Published – In HTML, PDF, and print • DOCupdate-L – list announcing new and revised documentation • Complete list of OCLC documentation – http: //www 2. oclc. org/documentation • Documentation Distribution Policy – Documentation Update Notice will be sent – One free print copy, but you MUST order it

Bits and Pieces Find out what’s happening with OCLC products and services by reading Bits and Pieces – http: //www. oclc. org/oclc/menu/bit. htm

OCLC Connexion An overview of the OCLC Integrated Cataloging and Metadata Service Based on OCLC presentations Revised October 2002

Agenda • Review of what Connexion is and why OCLC introduced it • Overview of Connexion features • The Connexion Windows Client – features and implementation plans • Migration from Passport • Documentation, support, and training

Why OCLC Connexion? The goal is to provide a single entrypoint to OCLC Integrated Cataloging Services. – First release is the OCLC Connexion browser-based interface – OCLC will eventually phase out the many OCLC software products: Passport, Cat. ME, CJK and Arabic cataloging software (each product will have a separate migration timeline)

Why OCLC Connexion? • Connexion is needed to access the Expanded World. Cat • OCLC is developing Expanded World. Cat to: – Make it easier to locate the record that you need with more and better indexing – Meet patron expectations with access to more evaluative information, such as reviews, TOCs, cover art; anything digital – Satisfy diverse metadata needs with access to more metadata formats, e. g. EAD, ONIX, TEI, etc.

What is OCLC Connexion? • Combines the best features of OCLC web and Windows-based interfaces • Browser component – Supported browsers: Internet Explorer version 5. 5, 6. 0 or higher Netscape version 6. 2, 7. 0 or higher - NOTE: support for Netscape 4. x will end on 1/29/2003 • Advanced Windows-based client coming mid 2003 to complement the browserbased service

Features of OCLC Connexion Browser • Full record display and edit • Pathfinders • Dynamically linked authority headings • Improved authority file searching, including additional keyword indexes • Improved display holdings • Multiple constant data • Keystroke shortcuts • Larger record size

Features of OCLC Connexion Browser, cont. • Save File searching – new indexes – workflow statuses including “my status” – more than just a holding bin – can be a vital component of workflow • • Admin module for customizing preferences Online help and links to Bib Formats Dublin Core format supported Catalog electronic resources using automatic data extraction from web page metadata

Features of OCLC Connexion Browser, cont. • Export options – Export to file – Direct TCP/IP link – Formats include MARC, DC HTML, and DC RDF • Session timeout alert • Session logoff when exiting browser • Labels – Works in conjunction with OCLC Label Program, ver. 1. 22

Connexion Windows Client • Optional Windows Interface for those features that are not currently supported by a browser • Similar navigation as the browser platform; easy to switch between platforms • First release expected in 2 nd quarter 2003 • Initial release will include interactive online cataloging, macros, and expanded label printing

Connexion Windows Client, cont. • Second release (3 rd quarter 2003) will include NACO authorities capability and automatic record creation for electronic resources (both already available in the browser) • Third release (4 th quarter 2003) will include offline local files and batch processing

Connexion Enhancements – November 2002 Release • Additional Authority sort orders • More flexible record navigation • Brief record display will include additional data • Constant Data - “apply on the fly”; easier to set defaults • Quick tips • New logon screen

Connexion Enhancements - Future Releases • Enhanced Authority control • Find & replace (initially in Windows Client) • Customization of fixed field and status area location (top or bottom – you choose) • OCLC system usage statistics

Connexion Enhancements - Future Releases • Unicode display and entry of diacritics • Cataloging Agent level authorization • Ability to change autho level after logon • Spell check • Export in UNIMARC • Import Prompt. Cat and Bib Notification files

Logon • URL http: //connexion. oclc. org • Simply enter your current cataloging authorization and password – Exceptions: Reclass level (no longer available; Agent level coming in later release) • Save authorization and password for automatic logon in Local Browser Settings

Focus on Workflow • Basic steps are the same, with some new options • Search – Command line, assisted numeric & derived, keyword • Edit/Create – Templates, text area, workforms, derive new record, constant data • Authorities – Search authorities, control headings, NACO functionality • Set holdings (update, produce) • Save File • Labels • Export • No commands to memorize – use buttons and drop-down menus, or keystroke shortcuts

Export • OCLC Connexion supports: – Export to file – TCP/IP Export • The format of exported records is the same as with Passport

Export to File • Export to file from browser drop-down menu means one record per file • To export groups of records: Put records ready for export into Save File, flag them, then export flagged records to file • Procedure for exporting in the Windows Client will allow appending records to a file

TCP/IP Export • The TCP/IP export from the browser is direct from the OCLC server to the library system, and may require access through your firewall

Control Headings • Link headings in the master bibliographic record to the corresponding heading in the Authority File – Linking can be done on master records when 1) adding new record and 2) when using lock and replace with Enhance authorization • If the heading changes in the Authority File, it automatically changes any linked headings in bibliographic records

Customization Options • Under the “General” tab • Change default settings permanently or for one session • Set views, export options, timeout alerts, tabs, keystroke shortcuts

Keyboard, Mouse, or Both • Customize the keyboard… create or modify keystr 0 ke shortcuts • Most actions can be executed using the keyboard • Windows Client will offer the most flexibility in assigning and creating keystroke shortcuts

Converting Constant Data from Passport to Connexion • OCLC created a Passport macro to help you convert constant data records from Passport to Connexion • Located on the OCLC Connexion Tips page: http: //www. oclc. org/connexion/support/ tips/constant_data. shtm

Technical Requirements See System Requirements page: http: //connexion. oclc. org/html/corc/ gs_login_sysreq_hardware_software. html

Hardware Requirements • Workstations – Plan for workstations that can support the latest in Microsoft operating systems

Software Requirements • Operating System – Connexion is developed for use with MS Windows ME, 2000, XP – MS Windows 95 support has ended – Support for MS Windows 98 and NT 4. 0 will end June 2003; Connexion browser works fine with these now – Connexion Windows Client requires MS Windows 2000 or later • Browser – MS Internet Explorer 5. 5, 6. 0 or higher – Netscape 6. 2, 7. 0 or higher (support for 4. x ends 1/29/2003)

Access to Connexion • Internet connection required • OCLC Connexion will not work on OCLC Direct Dial • Access and support fees apply

Documentation, Support, and Training

Documentation & Support • User documentation on OCLC web site: http: //www. oclc. org/connexion/. – Most documents are PDF files; easily printed • Online context-sensitive help • OCLC online interactive tutorial scheduled for release October 2002 • OCLC-Cat listserv discussion group – Sign up on OCLC web site: http: //www. oclc. org/oclc/forms/listserv. htm • Submit questions/comments/suggestions – email to support@oclc. org

FEDLINK Programs Fall/Winter 2002 • FEDLINK Connexion Demonstration: 11/8/02; 12/12/02 (free; registration required) • Special FEDLINK Connexion Update with David Whitehair of OCLC: 11/22/02 (free; registration required) • FEDLINK Connexion Overview hands-on training: 12/4/02 (full-day class $125. 00) • FEDLINK Online registration: http: //lcweb. loc. gov/flicc/oclcform. html

OCLC Connexion Tutorial • Components include searching, record editing, creating records and constant data, and performing actions. – Printable review screens – Overview / Glossary – Workflow scenarios • Scheduled for release very soon

Useful Links • Connexion Home page – www. oclc. org/connexion • Migration schedule – http: //www. oclc. org/connexion/migrate • OCLC-Cat online discussion group – Sign up for this list at: http: //www. oclc. org/oclc/forms/listserv. htm

Passport – the end is near (for cataloging)… • End-of-support for Passport for Cataloging 12/31/2002 – Will still work, but there will be no testing on new operating systems, no bug fixes, UNS will ask users to try Cat. ME or Connexion • End-of-life for Passport for Cataloging 12/31/2003 – Will no longer work with OCLC Cataloging • These dates do not apply for ILL, UL, or NAD

You choose when & how to migrate • You can try out the service anytime • Your current cataloging authorization will work with the new cataloging service • Remember, the Windows Client will be released in 2 nd quarter 2003

… Take another look at Connexion • Connexion is enhanced on a quarterly basis. New features will be added with every release: November, February, May, August • If Connexion doesn’t have what you need now, try it again in a few months

Migration Considerations • You may want to migrate if… – You don’t need advanced features not yet available in the new system – You are upgrading workstations to Windows XP – You want the automated features for cataloging electronic resources – You can’t use Telnet any longer – It makes sense for your workflow

Migration Considerations – Save File • The Online Save File is different depending on the interface used – Records started using Passport or Cat. ME must be completed using Passport or Cat. ME – Records started using OCLC Connexion must be completed using Connexion

Migration Considerations – Export • The new cataloging service will support: – Export to file – TCP/IP Export • TCP/IP export is direct to the library system, and may require access through your firewall • Export record format is the same as it is using Passport • Export procedure will be streamlined in the Windows Client

Cat. ME… an Alternative • An alternative to Passport… may be an interim step towards migrating to OCLC Connexion • If you’d like to move from Passport, but OCLC Connexion isn’t right for you yet, consider Cat. ME • Cat. ME will be discontinued in the future only after all functionality is added to OCLC Connexion; schedule has not been set, but Cat. ME end-of-life will not be before December 31, 2004.

Questions & Answers

For more information: Anne Harrison, FEDLINK Network Program Specialist 202 -707 -4834 anha@loc. gov At OCLC: OCLC User & Network Support (UNS) 800 -848 -5800 support@oclc. org