Automating Cataloging Workflows with OCLC and Alma APIs

Slides:

Advertisements

Similar presentations

Alma: To Have and To Hold

Advertisements

ALEPH version 19.01/20.01 Cataloging & Acquisitions/Serials Updates South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD

Large Scale Digitization Workflow Yale University Library January 2008.

RMIT University An early Alma implementer. RMIT University 3 campuses – Melbourne + 2 Vietnam Offer programs through partners in 6 other countries 74,000.

6 May 2005 Cataloguing for CASS Janet Aucock Bibliographic Data Services Manager University of St Andrews.

Colorado School of Mines

The FCLA Endeca Project By Michele Newberry. M.Newberry2 Why ENDECA?  Already proven by NCSU  Build on NCSU’s work instead of starting from zero  Product.

Using YBP and GOBI to “freshen” your daily processes: The Quest Experience MOBIUS 2008 : June 4, 1:45pm Shirley Bergeson, Library Assistant State Fair.

Using Publishing Profiles to dump data out of Alma needed for resource sharing systems such as HathiTrust Margaret Briand Wolfe Systems Librarian Boston.

Automating Collection Development, Streamlining Acquisitions and Outsourcing Copy Cataloging: New Partnerships with YBP, Innovative Interfaces and PromptCat.

What’s New in VRS? GUGM May 15, 2008 Presenter: Kelly P. Robinson GIL Service Georgia State University

Alma 1 year after STP: implementing batch services IGeLU Budapest Sep 2, 2015 Bart Peeters Head Operations LIBIS.

Using Voyager Reports Linda Taylor Oklahoma State University Edmon Low Library February 21, 2007.

OCLC Online Computer Library Center Kathy Kie December 2007 OCLC Cataloging & Metadata Services an introduction.

Let VRS Work for You! ELUNA Conference 2008 Presenter: Kelly P. Robinson GIL Service Georgia State University

Building The VALE Last Copy Collection in the JerseyCAT Suxiao Hu, Collection Management Librarian.

The FCLA Endeca Project By Michele Newberry. M.Newberry2 Current OPAC environment  Aleph 500 v.15.5  Heavily customized to reflect pre- implementation.

Goals for Shared ILS Development √ 4.10 upgrade (2/7/12) √ (Feb – April, 2012) √ 4.12 upgrade (5/31/12) 4.12 bug fix release – late.

Library catalog, E-books, and interlibrary loan. Using the Library catalog.

South Dakota Library Network ALEPH Serials Overview South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD © South Dakota.

A worldwide library cooperative OCLC Online Computer Library Center OCLC CJK Users Group 2007 Annual Meeting March 24, 2007, Boston David Whitehair, OCLC.

OCLC Reclamation Project Summer 2010 CCC June 3, 2010 rev. 8/05/2010 8/5/20101.

David Whitehair Product Manager OCLC Cataloging and Metadata Services Future Direction of Technical Processing Committee on Technical Processing, CEAL.

MARCIt records for e-journals project to implement MARCIt service McGill University Library Feb

Vendor-Supplied Records Overview May 2015 Jemma Hazen MSC Technical Services Support.

EVERY CONNECTION has a starting point. EVERY CONNECTION has a starting point. Holdings data in the Clouds Matt Goldner Product & Technology Advocate OCLC.

Migration of Physical to Electronic (P2E) Resources in Alma

LORI Resource Sharing Procedures December 1, 2015 Cynthia Reed- Providence Community Library Melanie Soter- Community College of Rhode Island Chaichin.

ALEPH version Course Reading & Reserves Staff Permissions South Dakota Library Network 1200 University, Unit 9672 Spearfish, SD

1 Alma Collaborative Networks. 2 Agenda Cataloging network Acquisitions Network Resource Sharing Network Fulfillment Network What is a.

Alma Community Zone Collaboration and Automation Dana Sharvit| Product Manager.

Combine_and_stir (Aleph data + RDF + Python + other things) IGeLU 2015 Developer’s Day Budapest, Hungary Laura Akerman.

OCLC Online Computer Library Center World Cat Cataloging Partners service Affordable records, delivered with your library materials.

Teamwork “Works” Head of Collection Development, Maureen James Head of Acquisitions, Jill Jascha Head of Cataloging, Donna Rose Head of Information Technology,

Electronic Government Documents Developing an Effective Cataloging Workflow Debra Skinner Henderson Library Georgia Southern University GA COMO October.

University of Akron GOBI Workflow Julia Gammon

© 2015 Ex Libris | Confidential & Proprietary Yoel Kortick Senior Librarian Cataloging introductory flow.

© 2015 Ex Libris | Confidential & Proprietary An Introductory Explanation of Alma Analytics Yoel Kortick | Senior Librarian.

1 Yoel Kortick Senior Librarian Working with the Alma Community Zone and Electronic Resources.

© 2015 Ex Libris | Confidential & Proprietary Using the shelf-ready process Yoel Kortick | Senior Librarian.

Using Publishing Profiles to dump data out of Alma needed for resource sharing systems such as HathiTrust Margaret Briand Wolfe Systems Librarian Boston.

Acquisitions Advantages

Introduction to Import Profiles July 2016

Assignment of Cataloging Staff Levels at Penn State: a Case Study

Xiaoli Li Co-head of Content Support Services

Resource Management / Acquisitions

Monograph acquisitions after the end of the WAGUL consortial agreement

PEPPERDINE UNIVERSITY LIBRARIES

Roles for Alma Catalogers

Publishing to OCLC Yoel Kortick Senior Librarian.

Metadata Editor Introduction

Alma – OASIS Real-Time Acquisition Integration Overview

Cataloging introductory flow

Overview and Introduction to Alma Analytics

Resource Sharing Locate

Gary R. Cocozzoli Lawrence Technological University

Successfully working with Alma’s Shelf Report tool

What’s in it for your library? The lowdown direct from OCLC …

Working the A to Z List enhance journal access in the OPAC

Demand Driven Acquisitions and Alma

Importing and exporting records in Alma

Journal separation anxiety

Build Better Data: Best Practices for Catalog Cleanup CT Library Association, April 23, 2018 Diane Napert, Interim Director Monographic Processing Services,

Introduction to Alma Network Zone Topology

Key Considerations and Decisions Before Consortia Implementation

CSU Millennium to Alma migration

Successfully working with Alma’s Shelf Report tool

ExportQ A program written by the Yale Library Systems Office for use with the Voyager cataloging client… New England Voyager Users Group, 4 June 2003.

Everything Union Catalog

Quality Control for Next Gen Cataloging Workflows

Presentation transcript:

Automating Cataloging Workflows with OCLC and Alma APIs Erin Grant, Head of Metadata Services Alex Cooper, Data Analyst

Emory University Libraries 14,724 total FTE 2015 (53% undergrad, 47% grad/professional) 2 campuses: Main & Oxford 200+ librarians and staff 3.8M titles / 1.1M e titles / 3.5M physical volumes 10 libraries, 6 OCLC symbols Woodruff Library (main library)

Emory University Libraries Migrated to Ex Libris Alma (from Ex Libris Aleph) December 2015 Metadata/Cataloging Alma changed/still changing workflows Core Systems Supports all Emory libraries’ core systems, including Alma Long history of scripting custom solutions

Emory University Libraries The 2 apps we cover rely heavily on APIs You might say: Along with migration, we caught “API fever” APIs!! https://cdn.meme.am/instances/36097454.jpg

1. OCLC Delete App

App deletes OCLC holdings The Problem Inefficient manual workflow for deleting OCLC monograph holdings Stacks Lost/Missing Process Stacks Withdrawn process Stacks deletes bib records Cataloging manually removes OCLC holdings App deletes OCLC holdings

(Sidebar: Alma OCLC Publishing) Alma does have the ability to publish holdings to OCLC, but: Our holdings need to be removed if they’re Deleted OR Withdrawn Time-consuming and complicated to set up? Must use all 6 Emory OCLC symbols? Requires a reclamation project with OCLC? Requires bib records with embedded holdings information? …Scripting something with APIs sounded easier and quicker

User Needs Identify monographic records that should have OCLC holdings removed Produce list of corresponding OCLC numbers Search Alma for flagged OCLC numbers (QC) Automatically delete holdings from OCLC Email QC report of OCLC numbers for manual resolution

Ingredients 2 Alma Analytics reports Withdrawn and Deleted Records Alma Analytics API Alma SRU WorldCat Metadata API http://assets.marthastewart.com/styles/wmax-1500/d27/5064_121809_snoopdogg2_prev/ 5064_121809_snoopdogg2_prev_vx.jpg?itok=hhTZbZmo

Email Tech Services Staff Steps Analytics is used to produce the list of OCLC numbers Analytics API is used to retrieve the list of OCLC numbers SRU is used to ensure that there are no duplicate holdings in Alma WorldCat Metadata API is used to delete the OCLC holdings Email Tech Services Staff oclc_delete_holdings.py get_alma_deleted_holdings.py delete_oclc_holdings.sh

Approach for Deleted Records Call up Deleted monographic OCLC numbers report Normalize OCLC numbers Double-check for Deleted OCLC numbers in Alma Email report of OCLC numbers still currently in Alma Remove holdings from WorldCat

Approach for Withdrawn Records Call up Withdrawn monographic OCLC numbers report Required 3 Analytics reports Normalize OCLC numbers Remove holdings from WorldCat

SQL Query

QC Deletes Email Report

Future Enhancements Delete OCLC holdings for last Woodruff item deleted on a record Analytics/SQL similar to Withdrawn process Use same basic concept to set OCLC monographic holdings

2. PromptCat App

The Problem PromptCat record loads overlaying manually cataloged bibs and inventory PromptCat EOCR load PromptCat full record load Full bib and shelf-ready inventory PromptCat EOCR load Manual copy cataloging PromptCat full record load Local full bib & 1st copy overwritten

User Needs Extract OCLC numbers from files destined for 2nd load Search Alma for OCLC numbers Split original file into 2 files Not in Alma – ok to load Already in Alma – hand off to Cataloging Email files

Ingredients Retrieve Vendor Files Process Files Alma SRU https://lh4.googleusercontent.com/9q-GRYHId_Y46Btmzsil8eNlu-EZME-RmQeVkOkFT2RUdBF7eV5uB0rbxiqrxsuD-hmCGjOtmBm8pITW_iY-LwhMSwnpPyq6mmGfVzzogS-gbArz3BBNmJ8z9ucrOmDFschjOws

Email Tech Services Staff Steps Expect is used to automate vendor file retrieval Bash is used to process the files and email reports SRU is used to ensure that there are no duplicate holdings in Alma Email Tech Services Staff check_oclcno_via_sru.py gobi.exp ybp_firm_receive.sh

Python for SRU

PromptCat Email Reports

Code https://github.com/Emory-LCS/Alma-Public/tree/master/DeleteOclcHoldings https://github.com/Emory-LCS/Alma-Public/tree/master/PromptCatFirm Contact Info erin.grant@emory.edu alexander.cooper@emory.edu Thank you!