1. Planning for Life after OCLC Passport for Cataloging An overview of the new OCLC cataloging service Revised April 2002

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

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

4. Benefits of Expanding WorldCat Easier to locate the record that you need: – More and better 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

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

6. What is the New Service? Single entry point to OCLC Cataloging Services As opposed to: OCLC Passport

7. What is the New Service? Combines the best of OCLC Web and Windows-based interfaces Springboard into enhanced WorldCat Browser-based Advanced Windows-based client coming to complement the browser- based OCLC cataloging service

8. What to Expect MARC & Dublin Core All formats NACO Linked authorities Ability to produce cards, accession lists, etc. And more… Macros Local Files Unicode Enhanced WorldCat Additional metadata types Scoping Customizable interface Labels First ReleaseFuture Releases

9. What will it look like? OCLC is working on the interface now Elements are already in some OCLC products – OCLC FirstSearch – OCLC ILL Web – OCLC CORC & CatExpress The prototype

28. Save Time with the New Cataloging Service 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

29. Target Schedule Phased transition Phase-out standalone cataloging products Offer levels of functionality to match different library/cataloger needs Cataloging & Metadata Services strategy web site www.oclc.org/strategy/cataloging/ “Guide to Migration” Brochure www.oclc.org/strategy/cataloging/guidetomigration. pdf

30. OCLC Cataloging & Metadata Services Timeline July 2002 First release of the new OCLC Cataloging service New OCLC cataloging service enhanced on a regular basis Try out the new OCLC cataloging service during this time and decide when you want to migrate CORC & CatExpress functionality becomes part of the new OCLC cataloging service

31. OCLC Cataloging & Metadata Services Timeline July 2002December 2002 First release of the new OCLC Cataloging service New OCLC Cataloging service enhanced New OCLC cataloging service enhanced on a regular basis Passport for cataloging no longer supported, but it will continue to work with OCLC cataloging until 12/31/03 Try out the new OCLC cataloging service during this time and decide when you want to migrate User migration continues CORC & CatExpress functionality becomes part of the new OCLC cataloging service

32. OCLC Cataloging & Metadata Services Timeline July 2002December 2002Jan – June 2003 First release of the new OCLC Cataloging service New OCLC Cataloging service enhanced New OCLC Cataloging service enhanced on a regular basis New OCLC cataloging service enhanced on a regular basis Passport for cataloging no longer supported, but it will continue to work with OCLC cataloging until 12/31/03 User migration continues Try out the new OCLC cataloging service during this time and decide when you want to migrate User migration continues CORC & CatExpress functionality becomes part of the new OCLC cataloging service

33. OCLC Cataloging & Metadata Services Timeline July 2002December 2002Jan – June 2003July 2003 First release of the new OCLC Cataloging service New OCLC Cataloging service enhanced New OCLC Cataloging service enhanced on a regular basis New OCLC Cataloging service enhanced New OCLC cataloging service enhanced on a regular basis Passport for cataloging no longer supported, but it will continue to work with OCLC cataloging until 12/31/03 User migration continues Optional Windows- based power cataloging tools available Try out the new OCLC cataloging service during this time and decide when you want to migrate User migration continues CORC & CatExpress functionality becomes part of the new OCLC cataloging service

34. OCLC Cataloging & Metadata Services Timeline July 2002December 2002Jan – June 2003July 2003Dec 31 2003 First release of the new OCLC Cataloging service New OCLC Cataloging service enhanced New OCLC Cataloging service enhanced on a regular basis New OCLC Cataloging service enhanced New OCLC cataloging service enhanced on a regular basis Passport for cataloging no longer supported, but it will continue to work with OCLC cataloging until 12/31/03 User migration continues Optional Windows- based power cataloging tools available Passport for cataloging no longer operational Try out the new OCLC cataloging service during this time and decide when you want to migrate User migration continues Passport for cataloging user migration complete CORC & CatExpress functionality becomes part of the new OCLC cataloging service

35. OCLC Cataloging & Metadata Services Timeline July 2002December 2002Jan – June 2003July 2003Dec 31 2003 First release of the new OCLC Cataloging service New OCLC Cataloging service enhanced New OCLC Cataloging service enhanced on a regular basis New OCLC Cataloging service enhanced New OCLC cataloging service enhanced on a regular basis Passport for cataloging no longer supported, but it will continue to work with OCLC cataloging until 12/31/03 User migration continues Optional Windows- based power cataloging tools available Passport for cataloging no longer operational Try out the new OCLC cataloging service during this time and decide when you want to migrate User migration continues Passport for cataloging user migration complete CORC & CatExpress functionality becomes part of the new OCLC cataloging service These dates are subject to change. Visit www.oclc.org/strategy/cataloging for the latest information.

36. Who will change to the New OCLC Cataloging Service, and when?

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

38. Migration Considerations – SaveFile The Online SaveFile is different depending on the interface used – Records started using Passport or CatME must be completed using Passport or CatME – Records started using the new cataloging service must be completed using the new service

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

40. TCP/IP Export – Passport TCP/IP Export To ILS Passport OCLC Record OCLC Record Library System Library System XPO

41. TCP/IP Export – New OCLC Cataloging Service Browser OCLC Record OCLC Record Library System Library System Export TCP/IP Fire Wall Fire Wall Call your Network Admin. Call your Network Admin.

42. Migration Scenarios Passport New Cataloging Service All at Once PassportCatME New Cataloging Service Interim Step CJK and Arabic SW PassportNew Cataloging Service CatME Original Copy

43. 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

44. 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 Initial release will include online activity plus macros Future releases will include offline local file and batch features Release expected first half of 2003

45. CatME… an Alternative An alternative to Passport… an interim step towards migrating to the new OCLC cataloging service If you’d like to move from Passport, but the new OCLC cataloging service isn’t right for you yet, consider CatME CatME will be discontinued in the future only after all functionality is added to the new OCLC cataloging service; date has not been set

46. Functionality Supports all Cataloging functionality – NACO support for creating/replacing authority records added October 2001 – New “terminal” module to allow you to telnet to your local system to run macros between your local system and CatME added in February 2002 Work online, interactively, as in Passport, or work offline with records in a local file Batch searching and processing is an option

47. CatME Software CatME 2.10 currently available for download from the OCLC Web site CatME 2.10 will be available on the OCLC Access Suite compact disc 2nd quarter 2002 http://www.oclc.org/catme

48. Migration Tools and Technical Requirements

49. Migration Tools Guide to Migration – www.oclc.org/strategy/cataloging Checklist of functionality Functionality comparison Web-based training OCLC & your regional service provider

50. Technically Speaking Workstations – Plan for workstations that can support the latest in Microsoft operating systems Software – Windows ME, Windows 2000, Windows XP – Internet Explorer or Netscape Navigator IE must be loaded on your PC, but you may use Netscape Navigator as your interface – Microsoft Office – Windows 95 support has ended – OCLC will not support Windows 98 or NT4.0 after June 2003

51. Technically Speaking Internet connection The new OCLC cataloging service will not work on OCLC Direct Dial Normal Access and Support Fees will apply.

52. Useful URLs www.oclc.org/strategy/cataloging www.oclc.org/catme www.oclc.org/strategy/cataloging/ guidetomigration.pdf www.oclc.org/strategy/cataloging/faq