Planning for Life after oclc passport for Cataloging An overview of the new

Planning for Life after OCLC Passport for Cataloging

• An overview of the new

• OCLC cataloging service

• Revised April 2002

The Catalog Today

• New record every 15 seconds

The Catalog in the Future …

• libraries

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

What is the New Service?

• Single entry point to OCLC Cataloging Services

• As opposed to:

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

What to Expect

• MARC & Dublin Core

• All formats

• NACO

• Linked authorities

• Ability to produce cards, accession lists, etc.

• And more…

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

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

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

OCLC Cataloging & Metadata Services Timeline

OCLC Cataloging & Metadata Services Timeline

OCLC Cataloging & Metadata Services Timeline

OCLC Cataloging & Metadata Services Timeline

OCLC Cataloging & Metadata Services Timeline

OCLC Cataloging & Metadata Services Timeline

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

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

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!!!

TCP/IP Export – Passport

TCP/IP Export – New OCLC Cataloging Service

Migration Scenarios

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

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

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

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

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

Migration Tools

• Guide to Migration

• www.oclc.org/strategy/cataloging

• Checklist of functionality

• Functionality comparison

• Web-based training

• OCLC & your regional service provider

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

Technically Speaking

• Internet connection

• The new OCLC cataloging service will not work on OCLC Direct Dial

• Normal Access and Support Fees will apply.

Useful URLs

• www.oclc.org/strategy/cataloging

• www.oclc.org/catme

• www.oclc.org/strategy/cataloging/ guidetomigration.pdf

• www.oclc.org/strategy/cataloging/faq