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Influencing Success:
Configuring the WorldCat Knowledge Base
with User Needs in Mind
Terry W. Brandsma, Information Technology Librarian
Mary Jane Conger, Head, Cataloging Department
University Libraries, UNC Greensboro
March. 14, 2014
UNC Greensboro
Established: 1891
Carnegie Classification:
Doctoral-granting, research-intensive institution
FTE:18,500
Degrees: 100 undergrad, 77 masters, 28 doctoral
16 Research Centers and Institutes
Joint School of Nanosciece & Nanoenginerring with
NC A&T State University
University Libraries
2.8M+ items (books, gov docs & microforms)
42,000+ print & e-journals
400+ electronic databases
30 librarians, 60 support staff
Branches (2):
Walter Clinton Jackson Library
Harold Schiffman Music Library
Affiliates (5):
Teaching Resources Center
Interior Architecture Library
Multicultural Resource Center Library
Media Studies Library
Dance Library
ILS History
1990: OCLC LS2000
1993: DRA Classic
2005: Sirsi Unicorn/SirsiDynix Symphony
2013: OCLC WorldShare Management
Services
Image: Langdon Public Library http://www.langdonlibrary.org/
Why We Chose WMS
Public Catalog no longer being developed
or supported
ILS not meeting our changing needs
Stability for 5-10 years
Budget crisis (>$1M cuts for 2013-2015)
System architecture vs. product
Cloud-based, collaboration
WorldCat Local (WCL)
Implementation
WCL Quick-Start Hybrid: UNC Library Express (Sep 2009)
WCL Full (Mar 2012)
User interface options
Registry settings
Metasearch content
Relevancy & scoping
OpenURL resolution
OPAC statuses & locations
Full text and open access links
ILS integration
WorldCat knowledge base
Migration to WMS
Oct 2012: Data Migration Questionnaire
Jan 2013: Translation Tables (Locations & Patrons)
Feb 2013: Scope Statement
Feb 2013: Deliver Bib Records (non-serials)
Feb 2013: Deliver initial Patron Records
Apr 2013: Deliver Serial Bib Records
May 2013: Deliver Circulation Transactions
May 2013: Deliver Bib Gap File
Jun 2013: Go-Live
Image: https://www.icinga.org/wp-content/uploads/2010/11/migration.jpg
Migration Facts/Figures
Bib records loaded: 1,244,504
Items migrated: 1,513,527
Patron records loaded: 26,893
Circ loans migrated: 22,313
Print Serials Subscriptions: ~500
Serials records loaded: 19,897
Migration Tips
Data Clean up is essential
Items
Bib
with blank locations
records with no items
Mismatched
items
Communication is the Key
Expect problems, develop workarounds
Drive the enhancement process
WorldCat knowledge base (KB)
Implementation
Summer 2012- first “big” library to populate it
Collections not available
Holdings wrong in the collections
Add custom collections ourselves
Uses KBART files, not MARC records
Some vendors clueless
Streaming Media was added at the end of 2012
Matches to WorldCat records through OCLC number
Titles within a Collection didn’t have an OCLC match
Still a work in progress
1954~1986
http://www.flickr.com/photos/hollywoodplace/3489854175/
Questions?
Terry W. Brandsma
[email protected]
336-256-1218
Mary Jane Conger
[email protected]
336-256-1377