Transcript BUILDING AND EVALUATING A COLLABORATIVE CONSORTIAL DEMAND-DRIVEN CATALOGING WORKFLOW Tom Larsen Head of Monographic Cataloging Portland State University Library Sadie Williams Vice President, Business Development Ebook Library (EBL)

BUILDING AND EVALUATING
A COLLABORATIVE CONSORTIAL
DEMAND-DRIVEN
CATALOGING WORKFLOW
Tom Larsen
Head of Monographic Cataloging
Portland State University Library
Sadie Williams
Vice President, Business Development
Ebook Library (EBL)
BACKGROUND
• Orbis Cascade Alliance
• 37 member libraries or varying size, Oregon, Washington, Idaho
• DDA Pilot with Ebook Library (EBL) and YBP Library Services
• Loaded 1793 records on July 1st, 2011
• Loaded additional 9800 records in early November
• Weekly loads – 100-200 average size but vary based on YBP
profile
• Moving from pilot to program in July 2012
DDA TITLE USAGE – JULY 2011- JUNE 2012
• 16,223 titles visible
• 10,275 titles accessed 76,795 times (63%)
• 7544 titles with a Short-Term Loan or Autopurchase (47%)
Compare to single institution - percent titles accessed ranges 10-23%
CATALOGING RECORD & DISCOVERY OPTIONS
Facilitated by EBL
• EBL facilitated OCLC WorldCat Cataloging Partners Records (WCP)
• Free with OCLC Subscription, supported by OCLC and holdings can
be set with OCLC
• EBL MARC Records
• Free records, include EBL and OCLC control numbers and conform
to Program for Cooperative Cataloging guidelines
• Other vendors – Serials Solutions, OCLC Knowledge Base
Facilitated by YBP
• YBP ebook Cataloging
• OCLC WCP facilitated by YBP
Orbis Cascade chose EBL WCP and OCLC Knowledge Base
CATALOGING WORKFLOW
YBP
Selects Titles Based on
Profile
Weekly
Sends
Records to
WorldCat
Knowledge
Base
EBL
Sends
Records to
WorldCat
Cataloging
Partners
Monthly
Weekly
OCLC WorldCat
Cataloging Partners
OCLC WorldCat
Knowledge Base
Links
Summit /
WorldCat Local
Set Holdings on
OCADD
WorldCat
MARC Records
(load to local catalog)
EBL- OCLC WORKFLOW
• WorldCat Cataloging Partners workflow
•
EBL catalog loaded weekly
•
Daily feeds for library DDA or purchases
•
Updated OCLC matching process improve record quality
• Knowledge Base workflow
•
EBL catalog loaded monthly
•
Library holdings set monthly after catalog load
•
Results in delay of visibility for customers using KB.
CATALOGING WORKFLOW
• Considerations in mapping out workflow
•
36 (now 37) academic libraries of varying size, staffing levels, and levels of
technical expertise across three states (Oregon, Washington, Idaho).
•
Each Alliance library has it’s own ILS and through it also contributes to the
Alliance-wide Summit union catalog.
•
Most Alliance libraries use the Innovative Millennium system, but one uses
Evergreen, and the most recent addition uses Voyager.
•
Some Alliance libraries use WorldCat Local as the primary public interface to
their catalog, but many do not.
•
A few Alliance libraries teach their patrons to start their searches in Summit;
most teach their patrons to start their searches in the local catalog and move to
Summit if they don’t find what they need locally.
CATALOGING WORKFLOW
• Summit union catalog
•
Summit.worldcat.org
•
Platform = WorldCat Navigator, a consortial borrowing solution consisting of a
WorldCat Group catalog with interface based on WorldCat.org and integrating the
Navigator Request Engine (NRE).
•
Searches bring up, first, holdings by Alliance Libraries, and these are followed by
titles not held by Alliance libraries but held by other OCLC participants
worldwide.
•
Items held by Alliance libraries other than one’s own library can be requested
through NRE. Items held by non-Alliance libraries can be requested through ILL.
•
In order for a member’s holdings to show in Summit, the library’s local MARC
record must have an OCLC number, and the library’s holdings must be set on that
OCLC record in WorldCat.
•
The record that displays is the OCLC master record.
•
Holdings, call numbers, and URLs are screen-scraped from the local
bibliographic, item, and holdings records.
CATALOGING WORKFLOW
Brief display for ebook in Summit
CATALOGING WORKFLOW
Access to title in Summit
CATALOGING WORKFLOW
CATALOGING WORKFLOW
CATALOGING WORKFLOW
Two Alliance-wide OCLC Symbols
OCADD – Orbis Cascade Alliance Demand Driven
Holdings on all DDA titles are set on the OCADD symbol by WorldCat
Cataloging Partners when the titles first become available.
OCACL – Orbis Cascade Alliance Collections
When a DDA title is purchased, holdings in WorldCat are transferred from
OCADD to OCACL by a member of the Team, and member libraries are
notified of this.
CATALOGING WORKFLOW
Brief display of DDA title in Summit showing View Now link from WorldCat KB
CATALOGING WORKFLOW
Expanded View Now link showing link to ebook
CATALOGING WORKFLOW
Full View in Summit showing link from KB
CATALOGING WORKFLOW
• Displaying DDA links in a library’s local catalog
• Links from the Summit KB will NOT display in individual
instances of WorldCat Local.
• If a library wants DDA links to display in its own instance of
WorldCat Local, it either has to load MARC records into the local
ILS or implement a local instance of the WorldCat Knowledge
Base (or both).
• Libraries not using WorldCat Local have to load local MARC
records in order to have access to the DDA titles (unless they rely
totally on Summit for access).
CATALOGING WORKFLOW
Accessing DDA Titles Through the Local Catalog
Local ILS
(Innovative, Evergreen, … )
Record load
MARC Records
with links in
856 fields
Record load
Holdings set
on OCADD
(Already done
by WCP)
Links screen
scraped from
local records
OCLC master record
displays
WorldCat
WorldCat Local
OCLC master
Record displays
Record appears in
local
library’s group and
library’s links
display
WorldCat
Knowledge Base
CATALOGING WORKFLOW
Brief display in PCC’s WorldCat Local (KB implemented)
CATALOGING WORKFLOW
Full view in PCC’s WorldCat Local (KB implemented)
CATALOGING WORKFLOW
• Loading local MARC records
• Member libraries are notified via email when MARC records are
available from WorldCat Cataloging Partners, and records can be
retrieved there.
• Once the records are retrieved, a certain amount of
preprocessing must be done on the record file. Much (or all) of
this can be done by making use of a MarcEdit Script.
• Since each member library’s system is different, it is difficult to
establish a single procedure for dealing with the MARC records.
However the script will handle most of the changes a library is
likely to want to make to these records.
CATALOGING WORKFLOW
DDA record viewed in MarcEdit after performing edits
=LDR 02237cam 2200373Mu 4500
=001 ocn645096785
=003 OCoLC
=005 20110629233027.0
=006 m\\\\\\\\d\\\\\\\\
=007 cr\|n|
=008 100629s2010\\\\xx\\\\\\o\\\\\000\0\eng\d
=040 \\$aEBLCP$beng$cEBLCP$dOCLCQ$dMHW
=020 \\$a9781444324518
=020 \\$a1444324519
=035 \\$a(OCoLC)645096785
=050 \4$aCB361.C24 2011
=082 04$a940.21
=049 \\$aOCAD
=100 1\$aCaferro, William.
=245 10$aContesting the Renaissance$h[electronic resource].
=260 \\$aChichester :$bJohn Wiley & Sons,$c2010.
=300 \\$a1 online resource (263 p.)
=490 0\$aContesting the Past
=505 0\$aContesting the Renaissance; Contents; Acknowledgments; 1 The Renaissance Question; 2 Individualism: Who Was the
Renaissance Man?; 3 Gender: Who Was the Renaissance Woman?; 4 Humanism: Renovation or Innovation? Transmission or
Reception?; 5 Economy: Hard Times or Prosperity?; 6 Politics: The Emergence of the Modern State?; 7 Faith and Science:
Religious or Rational?; Further Reading; Index.
=520 \\$aIn this book, William Caferro asks if the Renaissance was really a period of progress, reason, the emergence of the
individual, and the beginning of modernity.:.; An influential investigation into the nature of the European Renaissance.;
Summarizes scholarly debates about the nature of the Renaissance.; Engages with specific controversies concerning gender
identity, economics, the emergence of the modern state, and reason and faith.; Takes a balanced approach to the many different
problems and perspectives that characterize Renaissance studies.
=588 \\$aDescription based on print version record.
=590 \\$aAlliance DDA title.
=650 \4$aHistory.
=655 \7$aElectronic books.$2local
=776 08$iPrint version:$aCaferro, William$tContesting the Renaissance$dChichester : John Wiley & Sons, Ltd.,
c2010$z9781405123709
=856 40$uhttp://www.orbis.eblib.com/patron/FullRecord.aspx?p=537385$zConnect to this title online (restricted to PSU and
Summit Library users)
=938 \\$aEBL - Ebook Library$bEBLB$nEBL537385
=994 \\$a92$bOCADD
=910 \\$aDDA pilot 1
=949 \\$a*recs=bnoovlay;bn=pli;i=/loc=plib/ty=042/sta=-/i2=s;
CATALOGING WORKFLOW
Record display in PSU’s local OPAC
CATALOGING WORKFLOW
Full display in PSU’s WorldCat Local (KB not implemented)
CATALOGING WORKFLOW
•
Dealing with purchased titles
•
•
Lists of purchases are made available weekly by EBL and made available
to member libraries by the Alliance
•
Lists include titles and EBL record numbers, but not OCLC number
•
Corresponding OCLC numbers are added to the lists by a Team
member and distributed to Alliance libraries
Lists of OCLC numbers are used by a Team member to change holdings
in WorldCat from OCADD to OCACL and are also used by the member
libraries which have loaded MARC records to change the “project
markers” on the records for the purchased titles.
•
At PSU:
“910 $aDDA pilot 1”
“910 $aDDA purchase pilot 1”
IMPROVEMENT
• Improving record quality
•
Considering sending out upgraded WorldCat records for purchased titles
•
What about upgrading records before purchase?
•
Who will do this?
•
Make use of OCLC Bibliographic Notification?
•
Added costs?
•
There are issues with the local edits made by each library
•
We wish we could get OCLC to do the KB loads weekly rather than monthly
•
One big question mark: the Alliance is moving to a shared ILS
•
Not totally clear yet what this will be like, but it will at least make record loads much
easier
•
Therefore difficult to decide on major changes in workflow right now
• Continuing the work into the future
•
Who will be doing what?
EVALUATION
• Partnership and communication was key
• Great opportunity for participating libraries to become familiar with
ebook purchasing and DDA workflow
• Record quality
• Knowledge Base workflow needs to be more consistent
• Need a plan to support ongoing technical services workflow
ADVICE FOR IMPLEMENTING DDA WORKFLOW
• Think about the cataloging workflow from the start
• Ensure ongoing support for the catalog workflow
• Catalog workflow directly affects expenditure!
• Loading records increases discoverability and increases
expenditure
• Have a plan for suppressing records if needed and a plan for
controlling end-of-year spending
• Keep the big picture in mind. What level of detail is important to
your program?
QUESTIONS?
• Sadie Williams
•
[email protected]
• Tom Larsen
•
[email protected]
• Orbis Cascade DDA Website
• http://www.orbiscascade.org/index/demand-driven-acquisitions-
pilot