1. OCLC Online Computer Library Center OCLC Union List Users Group Meeting Cathy Kellum Product Manager, WorldCat Resource Sharing Services ALA Chicago June 26, 2005

2. OCLC Online Computer Library Center OCLC Union List service  4,700 libraries participate  WorldCat has 9.2 million local holdings statements and the number is growing  The smallest libraries can participate via agents

3. OCLC Online Computer Library Center OCLC Union List service elements  Manual local holdings maintenance  Batch LDR maintenance (LDRUS)  Online union list capabilities through UL Subsystem  Offline products (currently known as SULOP)

4. OCLC Online Computer Library Center OCLC Union List migration plans  Convert holdings data to MARC 21 Format for Holdings Data (MFHD) – level 4  Maintain local holdings through Connexion browser  Support online MFHD through LDRUS service  Continue support for offline union list products  Create training to help users migrate

5. OCLC Online Computer Library Center Project schedule  Union list searching added to FirstSearch WorldCat and WorldCat Resource Sharing  Training programs begin Sept/Oct 2005  Hot cutover to Connexion browser for maintaining holdings -- by end of calendar year

6. OCLC Online Computer Library Center OCLC eSerials Holdings Pilot  4-month pilot (June – September 2005)  Set and maintain holdings for electronic serials automatically in WorldCat  20+ libraries participating in pilot  Commercial partners – TDNet, EBSCO, Serials Solutions, SFX

7. Digital Collections Print Collections D P OCLC Libraries E E E E E P P P P P OCLC P P P P P P E E E E E P P P P P Vendors E E E E E E E OCLC FirstSearch WorldCat Resource Sharing WorldCat Collection Analysis Open WorldCat E P P Library’s OpenURL server P Library’s OpenURL server Links to online Full Text Resource Sharing Services Links to OPACs

8. OCLC Online Computer Library Center OCLC eSerials Holdings Pilot  Identified or created 30,000+ records in WorldCat for eSerials  Set holdings at journal title level during pilot  Will utilize MFHD to store holdings metadata at provider level  Added 57,000+ holdings for eSerials

9. OCLC Online Computer Library Center OCLC eSerials Holdings Pilot  Contribute eSerials collections to WorldCat cost effectively  Increase visibility and usage of eSerials collections  Fulfill more ILL requests from own collection  Direct users to full text from within FirstSearch  Analyze collections comprehensively WorldCat Collection Analysis

10. OCLC Online Computer Library Center Ow n WorldCat holdings – extended through MFHD Books Serials Visual materials Sound recordings Analytics Scores Maps Archival resources Computer files

11. OCLC Online Computer Library Center Local holdings maintenance OCLC Batch services OCLC Contract services Connexion browser NLM DOCLINE Holdings Files Local systems Local Systems Local Systems

12. OCLC Online Computer Library Center WorldCat holdings support services Serials Union List Offline Products - Now Local Systems Local Systems

13. OCLC Online Computer Library Center OCLC Union List products - future  SULOP will continue to be produced *through* the Dec 2005 production cycle  OCLC will develop replacement products that are expected to meet libraries' needs formerly filled by SULOP products  MFHD file output  MFHD record import/export – maybe: an investigation will be conducted in FY07 to explore the viability of this option  Printable file of holdings records: Format to be defined  Online Union Lists – scoped views of WorldCat based on holdings and probably formats, e.g., serials, AV, etc.  WorldCat Collection Analysis

14. OCLC Online Computer Library Center WorldCat holdings support services Union List Products - Future MFHD records Electronic Reports/Files (TBD) Local Systems Local Systems Brandable, scoped view of WorldCat

15. OCLC Online Computer Library Center WorldCat holdings support services Own WorldCat Collection Analysis Open WorldCat WorldCat Resource Sharing and FirstSearch WorldCat-based group catalogs

16. OCLC Online Computer Library Center Questions?

17. OCLC Online Computer Library Center For more migration information  OCLC corporate website www.oclc.org/unionlist  OCLC regional service providers www.oclc.org/contacts/regional  OCLC staff Deb Bendig Product Manager, Discovery View WorldCat dbendig@oclc.org (800) 848-5878, ext. 5084 Cathy Kellum Product Manager, WorldCat Resource Sharing Services cathy_kellum@oclc.org (800) 848-5878, ext. 5013