From=20your 1998-99 OCLC Users' Council Delegates: Arlene Luster Marcia Talley [log in to unmask] [log in to unmask] ph: 808-449-2209 ph: 410-293-6905 Marda Johnson, Director Product Management & Implementation Division December 21, 1998 Here are updates on recent activities in Product Management and Implementation Division. This update covers the cataloging-related project= s that were previously covered in the quarterly Collections & Technical Services Updates. Also included are updates from our new colleagues in the TechPro/AsiaLink Department and from Conversion Services Division. CATALOGING British National Bibliography (UKM) Changes to Batchload processing for the British National Bibliography will be implemented prior to the end of 1998. The changes will allow OCLC to resume loading CIP records distributed by the British Library. As part of the changes, OCLC will receive records directly from the British Library an= d convert them from UKMARC to USMARC. We expect to reduce the lag time between issuance of the records and loading into WorldCat to 1-2 days instead of about 1 week. In order to load the CIP records, British Library control numbers will no longer be added to field 010 and will not be indexed. All existing "gb" numbers in field 010 will be removed. Cataloging Express Service OCLC will release a web-based copy-cataloging product as the first in a series of offerings designed to appeal to small public libraries and the K-12 market. Pilot testing of a prototype of the cataloging system with a group of Ohio schools has been extended. Usability testing was conducted over the summer. Implementation testing of a pre-production version of the system will be done with a group of small public libraries in Missouri, and a multi-type library group in Nebraska beginning in the Fall, 1998. Reaction from initial users and testers of the system has been universally positive. Improvements and enhancements are currently being built, and the "rollout" tests in MO and NE will provide OCLC and the respective networks, MLNC and NEBASE, an opportunity to assess and refine implementation-related issues including profiling, training, and support. Discussions to resolve remaining questions about membership and pricing issues continue. CatCD for Windows We are currently working on Version 1.11 of the CatCD for Windows software. This new version will resolve a problem with workform dates in the year 2000. OCLC expects to release this new version with either the May 1999 regularly scheduled quarterly compact disc distribution. CatME for Windows An enhancement version of the CatME for Windows software (version 1.10) wil= l be released in early 1999. OCLC will release the electronic version for download from the Web in January 1999, and the compact disc version will be released with the OCLC Access Suite later during the first quarter of 1999. This new version of software includes fixes to reported problems, enhancements to label printing, and the capability to import a file of original records created in the local system into CatME for processing to WorldCat. For more information on this new version of software, see the CatME home page at http://www.purl.org/oclc/catme. OCLC discontinued support for CAT ME Plus with Internet access on October 1= , 1998. The next step will be the end of support for the product on May 1, 1999. Migration from the DOS product to the Windows version continues at a swift pace. We expect to release the "end of life" date very soon; we anticipate this to be mid-1999. CatME for Windows does not support NACO activity or access to the Name-Address Directory. Previously we informed you that we hoped to add this functionality to CatME soon. With the many priorities that OCLC is no= w undertaking, we've had to put this one on hold for awhile. We will re-evaluate the priority of this project in a year or so, but we don't expect any changes to CatME within the next year. CJK Software The OCLC CJK 3.0 Software Field Test began on November 3, 1998 at eight institutions. After the successful completion of the Field Test, OCLC will release the electronic version for download from the Web in January 1999, and the compact disc version will be released with the OCLC Access Suite later during the first quarter of 1999. Promotion activities include demonstrations at January 1999 ALA Midwinter in Philadelphia and at the March 1999 CEAL Conference/OCLC CJK Users Group Meeting in Boston. A revised Product Information Sheet is under development and will be distributed by January. OCLC will end the support of the current CJK 2.11/2.11a versions six months after the release of the Access Suite 2.0 including CJK 3.0. Users may continue to use these versions after the end of support but, in case of problems, they will be asked to upgrade to version 3.0. OCLC Cooperative Online Resource Catalog (CORC) Research Project The OCLC Office of Research is coordinating a new research project designed to explore the cooperative creation of a catalog of Internet resources. A group of volunteers from 100 OCLC institutions will participate in using an= d evaluating a combination of various Office of Research technologies to: 1. harvest web resources, 2. process/create metadata (including extraction, manual and automated description, subject heading assignment, classification, authority control), and 3. support automation of dynamic, low-maintenance web page builds based on local criteria (e.g., automaticall= y creating University X's "Women's Studies" resources web page from selected web resources generated from records from the CORC database). CORC will offer web-based interfaces for all of these processes, and a CORC database (initially seeded with records from NetFirst and InterCat) will be created from CORC records. Both Dublin Core and MARC record creation will be supported. Ultimately CORC is intended to help OCLC develop the means and the knowledge of how cooperative cataloging of Internet resources should be accomplished and tools for libraries to deliver web resources to users through an OPAC-centered model, a web-page-centered approach, or a hybrid. Networks are encouraged to identify libraries that could contribute to and benefit from participation in CORC. A call for volunteers has been issued. The Office of Research will host a CORC information session on January 29, 1999, at ALA Midwinter. Thom Hickey, Office of Research, is heading up the CORC project. Eric Childress, CPD Cataloging Services Section, has been assigned to work as a member of the CORC project team. More information is available at <http://purl.oclc.org/corc>. Label Program We expect to release version 1.20 of the Label Program in mid-1999. This version will incorporate the label printing enhancements that are included in CatME 1.10: the ability to specify which column and row to start printin= g for laser printing, and the ability to change the font size. Library of Congress Endeavor Implementation Although there is little concrete to report at this time, OCLC is working with Library of Congress staff on their implementation of Endeavor. OCLC has compiled a list of issues, questions, etc., which will be discussed wit= h LC staff. LC is working with many partners to identify issues early in the implementation process. OCLC's goal is to minimize the impact of LC's changes and to continue exchanging bibliographic and authority records with the least amount of interruption and delay. OCLC will be working with LC o= n many cooperative fronts. MARC Update Projects On October 25, OCLC implemented MARC format changes announced in Technical Bulletin 227. The changes update OCLC-MARC, added USMARC holdings fields (84X-87X) for loading to local systems, and changed export and MARC output to conform more closely to USMARC. A set of changes to OCLC's implementation of the Authorities Format is scheduled for early 1999. Changes will allow for coding of data for topical= , form, and geographic subdivisions and genre/form headings in the subject authority area. These changes are in support of LC's upcoming distribution of subject subdivision and form/genre authority records. For name authorit= y records, additional call number fields will be implemented along with simplified coding of the second indicator position for headings and references. For both subjects and names, a number of new values are being added to the Fixed Field. Distribution of Technical Bulletin 228 to cataloging libraries will be completed by early January 1999. National Library of Medicine (NLM) NLM will not be distributing records to OCLC while in the process of implementing Endeavor. Therefore, no CATLINE, AVLINE, or NLM serials records will be added to WorldCat from mid-October until sometime after January 1, 1999. We will announce resumption of loading after NLM has resumed service and we revise our software to accommodate the new records. Meanwhile, OCLC and NLM continue discussions on issues related to loading records that come out of a new system. NLM will be providing OCLC will a test file as soon as possible. Although no new records will be distributed immediately, NLM distributed the year-end processing in early December; the file consisted of 2500 corrected records with updated headings. It was processed December 15. Project Quest OCLC is embarking on a pilot project to investigate a new Web-based interface to OCLC Cataloging and support for Arabic cataloging. "Project Quest" is being used as the internal project name. We expect this project to provide full cataloging functionality via a Web browser. David Whitehai= r is serving as the product manager for this pilot effort. We are currently working to acquire MARC records with vernacular Arabic data. Doug Perkins is coordinating the effort to obtain records. More information on this new pilot is forthcoming. PromptCat PromptCat currently has 75 active libraries. Label files are created for 27 libraries. PromptCat now has eleven active vendors: Academic Book Center, Ambassador Book Service, Inc., Baker & Taylor, Inc., Blackwell's Book Services, Book Clearing House, the Book House, Inc., Casalini Libri, DA Information Services, Pty. Ltd., Majors Scientific Books, Inc., Rittenhouse Book Distributors, and Yankee Book Peddler. Uniform Title Correction Project A joint project with the Library of Congress and OCLC, the scope of the project is the development of software for the correction of uniform title headings in bibliographic records from the LC MUMS Music File and from WorldCat the Online Union Catalog. As a part of the project, software was developed to create machine-derived authority records for headings in the L= C MUMS Music File lacking authority records. The second part of the project was the correction of name, series, subject, and uniform title headings on bibliographic records derived (copy cataloged) from WorldCat by OCLC staff for LC. The project was completed in December 1998. WorldCat This fall, Ingram Book Services began participation in the OCLC CIP Upgrade Program. Files of CIP records upgraded by Ingram staff are matched against WorldCat on a regular basis. For more information about the CIP Upgrade Program, see the OCLC web site at http://www.oclc.org/oclc/man/cip/cipspec.htm. During November 1998, records from Otto Harrassowitz were added to WorldCat= =2E They join records from Casalini Libri, Iberbook International, Puvill Libro= s and Jean Touzot Librarie Editeur as resources for selection and for cataloging. WorldCat Collections Sets The electronic sets enhancement to OCLC WorldCat Collection Sets has recently become active. No schedule has been set, therefore no completion date is available. This enhancement will include an online order form, automated updates of open sets, and availability of automated EDX for all sets. We currently have catalogers working on Project Muse and Wilson Select. ECO, JSTOR, and Academic Press Ideal records will be included. We are seeking additional volunteers to catalog electronic sets. Z39.50 Cataloging Service Interest in OCLC Z39.50 Cataloging continues to increase. Libraries using the most recent versions of Sirsi, GEAC and TLC Z39.50 clients, which allow users to set holdings directly online via Z39.50, are very satisfied with this feature. Other vendors, including Innovative, Endeavor, DRA and Ameritech have all contacted OCLC for information on implementing this feature with their local Z39.50 clients. The official OCLC Z39.50 Cataloging web site has been upgraded to include information on returning holdings information on OCLC Z39.50-derived record= s back to OCLC via batchloading or EDX. This allows libraries which do not have the functionality to send holdings information back to OCLC directly via Z39.50 to fulfill their OCLC membership obligations through either of these two options. Development of the original input feature of this produc= t remains on hold due to limited Development resources and other projects suc= h as Y2K. No definitive date is available for completion of this enhancement at this time. QUALITY CONTROL PROGRAM In September 1998, a new Quality Control Section was created. In last fiscal year ending June 1998, more than 45,000 change requests were receive= d reporting needed changes to records in the WorldCat database. OCLC staff manually changed/corrected over 181,000, over 150,000 records were correcte= d using macros, and 1,629,987 records were corrected via scans. Contents Note Editing Capability OCLC has long encouraged users to enrich bibliographic records by adding contents notes to records without them. The addition of a contents note results in a Database Enrichment credit. Because contents notes are often lengthy and involved, typographical errors are common. These errors are easy to overlook and, with the advent of keyword searching of notes, may hinder access. Until now, Full mode users have been prevented from correcting contents notes and must instead report any errors to OCLC. OCLC users with any authorization level Full and above are now able to lock and replace records to edit contents notes (USMARC field 505). This allows the correction of typographical errors in contents notes, as well as the filling in of incomplete contents notes, without reporting those records to OCLC. Such replaces will result in a Database Enrichment credit when the institution's symbol does not already appear in the 040 field. Users will continue to be able to add contents notes to records that lack them, but will not be able to add additional 505 fields. All other Database Enrichment edits will continue to be allowed in conjunction with this change. Please see "Cataloging User Guide," 2nd edition, Chapter 6 for details on locking and replacing records and on Database Enrichment. This new capability is now automatically available to users of OCLC CatME for Windows, OCLC CJK software, and OCLC Passport software users without workstation software changes. CONVERSION SERVICES RetroCon Batch OCLC's DOS-based MicroCon Service Program software has been used by hundred= s of libraries for retrospective conversion of over 30 million titles. Using DOS-based software in today's library is quickly becoming a thing of the past. With new operating systems such as Windows NT 4.0 and Windows 98, th= e use of a DOS-based program is no longer possible. Because of this, OCLC will discontinue the loan of the MicroCon Service Program software effectiv= e December 31, 1998. Current users of the software may switch to the replacement service, RetroCon Batch, or continue to use the MicroCon Service Program software through June 30, 1999. Data diskettes may continue to be sent to OCLC User Support Division for processing. On June 30, 1999, all support for the MicroCon Service will end. To adhere to the new OCLC naming conventions as well as reduce confusion in the marketplace about the various batch retrospective conversion products, the service name RetroCon Batch will replace the service names MicroCon, MicroCon Select, MicroCon*Pro, MicroCon Delete, TapeCon, TapeCon Delete, an= d FullMarc effective December 31, 1998. The general scope of RetroCon Batch will remain the same as the current retrospective batch services listed above. Users will continue to submit data to OCLC on an agreed upon media in a usable format for batch processing. The result of the batch processing will be setting or deleting holdings in WorldCat. Where applicable, copies of WorldCat record matches will be returned to the user on an agreed upon media. Reports generated in the past by specific machine processes will continue to be delivered to the user. Libraries will order the RetroCon Batch service in the same manner they hav= e ordered MicroCon, TapeCon, and FullMarc. The Networks will send a RetroCon Batch order form to the library. The library or the network will complete the information and send the form to OCLC. Network commissions will apply for all sales. Network mark up on the service will apply. Libraries who are not members or users of a regional network will order the RetroCon Batc= h service through OCLC Cataloging and Conversion Services Division. The new RetroCon Batch order form and the Product Information Sheet will be available December 31, 1998. The RetroCon Batch User Guide will be completed by June of 1999. TECHPRO/ASIALINK AsiaLink: AsiaLink is a selection, acquisition and cataloging service for Chinese, Japanese, Korean, and Vietnamese language titles. The AsiaLink service moved to Dublin, Ohio in December 1997. As of June 1998, the service is fully staff with a language specialist for each language. AsiaLink provides both preselected sets of adult and juvenile titles and a customized collection development service. Public libraries are the main market for AsiaLink Services. New libraries using AsiaLink services in 199= 8 include: University of California, San Diego Vernon Area Public Library Beaverton City Library Kansas City Public Library New Haven Free Public Library Pierce County Library System Atlantic City Public Library AsiaLink can provide shelf-ready titles (physical processing) if desired. We are excited about providing this service for libraries who may not have staff expertise in these languages but who wish to serve patron populations who read in these languages. In 1998, we have been expanding our offerings by exploring and assessing ne= w book vendors and distributors (especially vendors and distributors and distributors who are dealing with materials published in Mainland China and Vietnam) to provide us more varieties and availability of materials to meet library's diverse needs. To date AsiaLink has established relationships with 30 CJKV book vendors and distributors. TechPro: The TechPro Service began its largest one-time (as opposed to ongoing) project to date in September 1998 for the Link=F6ping Stadsbibliot= ek of Link=F6ping, Sweden. Over 60,000 titles, including books, scores, and serials will be processed in 18 months. Their foreign language rare book collection (foreign in this case meaning non-Swedish) needs cataloging following a fire in which the books were saved, but the catalog was lost. An article about this project will appear in the next issue of the OCLC Newsletter. The OCLC TechPro service continues to add language expertise and to catalog for over 100 libraries in any given month. TechPro is cataloging in all formats and many languages. We continue to provide an option for libraries to receive cataloging for materials they cannot do in-house. NACO participation for TechPro and CIP Upgrade Unit: Both TechPro in Dublin and OCLC's CIP Upgrade Unit in Portland received NACO training this year. Both units have now been declared independent in personal names. The CIP Unit is correcting existing authority records and creating new ones based o= n the upgrading work they are doing with piece in hand. TechPro is creating new headings for selected headings as time permits. We also offer heading creation for any library wishing to contract for this service. The Nationa= l Library of Medicine currently contracts with TechPro to create name authority records for headings associated with the Slavic language project being cataloged in TechPro. ~~~~~~~~~~~~~~~~~~~~ Jessica L. Smith OCLC Users Council Coordinator 6565 Frantz Road, MC 705 Dublin, OH 43017 Phone: 614/764-6163 Fax: 614/798-5732 EMail: [log in to unmask] ~~~~~~~~~~~~~~~~~~~~