1. OCLC Connexion Integrated Cataloging & Metadata Services Marty Withrow Director,Metadata Services

2. Strategic Principles Libraries must and will play a crucial role in the digital world Weave libraries into the Web & the Web into libraries Enhance the services around an enriched WorldCat Simplify for the patron and the librarian

3. The Extended OCLC Cooperative Service View Cataloging & Metadata Services Digital & Preservation Resources Services Discovery & Fulfillment Services

4. Enhancing OCLC WorldCat

5. The Catalog Today New record every 15 seconds WorldCat Bibliographic Holdings Library contributors

6. Current WorldCat 30 th Anniversary 50 million bibliographic records ~ 800 million location listings In 434 languages represented in MARC 8 character set EBCIDIC encoded Located in Dublin, Ohio Unicode used only for display purposes

7. The Catalog in the Future … libraries museums archives publishers authors WorldCat EUCat WorldCat EUCat

8. Extending WorldCat Oracle Unicode enabled from the start More than just bibliographic data – Text – Graphics – Sound – Motion Available 24 X 7 Linking to international repositories

9. Stronger Records Current – Single Master Record online – Roman alphabet (CJK & Arabic) – Must be MARC or MARC-like Future –Multiple record views –Multiple scripts –Multiple formats

10. Item A French record Item A French record Now—Record Bumping The Changing Record… Item A French record Item A English record Future—Record Enhancement Item A English record + Item A French record = Item A English French

11. Globalization Global networking and linking technologies Explicit support for non USMarc formats and data types New international based data model – IFLA Functional Requirements for Bibliographic Records (FRBR)

12. New Views or Scoping My library My Region My Subject My Audience My Purpose

13. Benefits of Expanding WorldCat Easier to locate the record that you need: – Improved indexing – Adjacency searching with keyword Meet patron expectations with access to more evaluative information – Reviews – TOCs – Cover art and more Satisfy diverse metadata needs with access to more metadata formats

14. Discovery Services Recent WorldCat enhancements Added evaluative content Cover art, tocs, summaries for books Interface redesign Doctype icons, checkboxes & tab limiters Z39.50 OPAC holdings link Display local data in WorldCat and other FS dbases Links to Web booksellers Alibris, ABAA, ABE, with more on the way Rank results by library count Most widely held titles displayed first Will become default ranking soon

15. FirstSearch – Japanese Interface Released March 24 th Chinese within the next few months

17. QuestionPoint What: A virtual reference desk service offered by OCLC and LC – Supports Web-based email and chat services for individual institutions and consortia – Includes question escalation to the CDRS reference network – Includes a knowledge base for completed Q&A pairs Service will be launched in June ’02

18. OCLC ILL web interface Over 1,100 libraries using the new ILL web interface – Training is a snap! – Anyone can help in managing ILL workload – Modify custom holdings in just a few clicks!

19. OCLC Digital & Preservation Resources Managing the digital collection life cycle Create Access Preserve Collaborate Learn

20. Cataloging & Metadata Services Transform OCLC’s shared cataloging services to serve a broader community of member institutions, and enhance the breadth and depth of the metadata in WorldCat for both electronic and print resources. An enriched WorldCat is crucial for meeting the needs of today’s information seekers in a web-based environment.

21. The Environment Dramatic increase in the need for authoritative bibliographic information for electronic and print. New information exchange and harvesting protocols like OAI The traditional bibliographic record is not enough to satisfy the raised expectations of the patron. A large number of library professionals (40-50%) are eligible for retirement in the next ten years. Professional catalogers in particular are not being developed in library information science programs thus a whole new generation of users with different expectations must be served.

22. What does it mean? Copy cataloging will be done more and more by untrained staff using expert systems which hide the complexity of MARC and AACR2. – CatExpress – New expert systems Shelf-ready services will become more common place for the processing of physical materials. – PromptCat – TechPro More original cataloging will be created via metadata harvesting, by materials vendors, publishers, OCLC, etc.

23. Metadata Expansion MARC21 Text Encoding Initiative Encoded Archival Description ONIX Online Information Exchange UKMARC Dublin Core

24. What is OCLC Connexion? Single entry point to OCLC Cataloging Services As opposed to: OCLC Passport

25. What is OCLC Connexion? Combines the best of OCLC Web and Windows-based interfaces Browser-based Advanced Windows client coming to complement the browser-based OCLC cataloging service

26. What to Expect Access to WorldCat and the Authority File MARC & Dublin Core Display and edit full records All formats Linked authorities NACO Enhanced save file Ability to produce cards, accession lists, etc. Customization by authorization number System news And more… First Release

27. OCLC Connexion Welcome to OCLC Connexion You will be using OCLC Connexion in FULL mode.

28. OCLC Connexion

49. And We Are Not Done! Enhancements to some functionality included in the first release Labels Unicode Enhanced WorldCat Additional metadata types And more… Future Releases

50. The Windows Client Optional Windows Interface For those features that are not currently supported by a browser Same navigation as the browser platform – Easy to switch between platforms Coming 2 nd Quarter 2003 First release will be online functionality and macros Later in 2003, offline batch functionality and local files will be added

51. Save Time with OCLC Connexion Full record display and edit Constant data Automatic data extraction from electronic resources Dynamically linked authority headings New keyword indexes for authorities searching Search the SaveFile with new indexes New workflow statuses

52. When will OCLC Connexion be Available?

53. Target Schedule Quarterly Enhancements Online CatME-like Batch & Local File CatME-like Batch & Local File Browser Windows Client Windows Client 6/30/02 2 nd Q ‘03 Late ‘03 12/31/03 Passport for Cataloging Retires Passport for Cataloging Retires

54. Life After Passport End-of-support date for Passport for Cataloging 12/31/2002 – Will still work, but there will be no testing on new operating systems, no bug fixes, support will ask users to try CatME or the new OCLC cataloging service End-of-life date for Passport for Cataloging 12/31/2003 – Will no longer work with OCLC Cataloging These dates do not apply for ILL, UL, or NAD

55. Who will change to OCLC Connexion?

56. You Choose your Day One You can try out OCLC Connexion anytime after June 30, 2002. Your current cataloging authorization will work with OCLC Connexion You choose how to migrate – All at once or individually

57. Migration Considerations – Save File The Online Save File is different depending on the interface used – Records started using Passport or CatME must be completed using Passport or CatME – Records started using OCLC Connexion must be completed using the new service

58. Migration Considerations – Export OCLC Connexion will support: – TCP/IP Export – Export to a file The TCP/IP export from the browser is direct to the library system, and may require access through your firewall The export record format is the same as with Passport!!!

59. Migration Scenarios Passport OCLC Connexion All at Once PassportCatME OCLC Connexion Interim Step CJK and Arabic SW Passport OCLC Connexion Windows Client

60. Migration Tools and Technical Requirements

61. Migration Tools Guide to Migration Checklist of functionality Functionality comparison Web-based training OCLC & your regional service provider

62. Technically Speaking Workstations – Plan for workstations that can support the latest in Microsoft operating systems – Windows ME, Windows 2000, Windows XP Software – Windows 95 support has ended – OCLC will not support Windows 98 or NT4.0 after June 2003

63. Useful URLs www.oclc.org/services/collections/mi gration/ www.oclc.org/catme www.oclc.org/services/collections/ guidetomigration.pdf

64. & Q uestions A A nswers Copyright OCLC Online Computer Library Center, Incorporated. 2002. All Rights Reserved. Product and service names are trademarks or service marks of their respective companies.