# Presentation: 285565

## OCLC Cataloging & Metadata Services Update

**FEDLINK OCLC Users Group Meeting**
**November 1, 2002**

## Agenda

- “Bits and Pieces”
- OCLC Connexion

## PromptCat

- Newest PromptCat Vendors
- Coutts Library Services
- Matthews Medical Books
- BUSCA, Inc.
- Theodore Front Music Literature
- New set holdings option
- Now can set holdings immediately or 1 – 180 days later

## Language Sets

- South Asian Languages added to Language Sets
- Hindi, Bengali, Gujarati, Panjabi, Urdu and Tamil

## CatME 

- End of Support for CatME Versions 1.20, 1.21, 2.00  on 10/31/2002
- Ver. 2.10 – Spanish language edition, released June 2002

## Dewey Cutter Program

- Dewey Cutter Program Updated
- Enter text (e.g. a name), get the Cutter number, and then paste into your application
- Available free via download: _http://www.oclc.org/dewey/products/ index.htm#cutter_

## Documentation

*Bibliographic Formats and Standards* 3rd ed. Published
- In HTML, PDF, and print
- DOCupdate-L  – list announcing new and revised documentation
- Complete list of OCLC documentation –  _http://www2.oclc.org/documentation_
- Documentation Distribution Policy
- Documentation Update Notice will be sent
- One free print copy, but you MUST order it

## Bits and Pieces

- Find out what’s happening with OCLC products and services by reading Bits and Pieces – _http://www.oclc.org/oclc/menu/bit.htm_

## OCLC Connexion

- An overview of the OCLC Integrated Cataloging and Metadata Service
- Based on OCLC presentations
- Revised October 2002

## Agenda

- Review of what Connexion is and why OCLC introduced it
- Overview of Connexion features
- The Connexion Windows Client – features and implementation plans
- Migration from Passport
- Documentation, support, and training

## Why OCLC Connexion?

- The goal is to provide a single entry-point to OCLC Integrated Cataloging Services.
- First release is the OCLC Connexion browser-based interface
- OCLC will eventually phase out the many OCLC software products:  Passport, CatME, CJK and Arabic cataloging software (each product will have a separate migration timeline)

## Why OCLC Connexion? 	

- Connexion is needed to access the Expanded WorldCat
- OCLC is developing Expanded WorldCat to:
- Make it easier to locate the record that you need with more and better indexing
- Meet patron expectations with access to more evaluative information, such as reviews, TOCs, cover art; anything digital
- Satisfy diverse metadata needs with access to more metadata formats, e.g. EAD, ONIX, TEI, etc.

## What is OCLC Connexion?

- Combines the best features of OCLC web ***and***  Windows-based interfaces
- Browser component
- Supported browsers:
- Internet Explorer  version 5.5, 6.0 or higher
- Netscape  version 6.2, 7.0 or higher - NOTE: support for Netscape 4.x will end on 1/29/2003
- Advanced Windows-based client coming mid 2003 to complement the browser-based service

## Features of OCLC Connexion Browser

- Full record display and edit
- Pathfinders
- Dynamically linked authority headings
- Improved authority file searching, including additional keyword indexes
- Improved display holdings
- Multiple constant data
- Keystroke shortcuts
- Larger record size

## Features of OCLC Connexion Browser, cont.

- Save File searching
- new indexes
- workflow statuses including “my status”
- more than just a holding bin – can be a vital component of workflow
- Admin module for customizing preferences
- Online help and links to *Bib Formats *
- Dublin Core format supported
- Catalog electronic resources using automatic data extraction from web page metadata

## Features of OCLC Connexion Browser, cont.

- Export options
- Export to file
- Direct TCP/IP link
- Formats include MARC, DC HTML, and DC RDF
- Session timeout alert
- Session logoff when exiting browser
- Labels
- Works in conjunction with OCLC Label Program, ver. 1.22

## Connexion Windows Client

**Optional** Windows Interface for those features that are not currently supported by a browser
- Similar navigation as the browser platform; easy to switch between platforms
- First release expected in **2****nd**** quarter 2003**
- Initial release will include **interactive online cataloging, macros, and expanded label printing**

## Connexion Windows Client, cont.

- Second release (3rd quarter 2003) will include NACO authorities capability and automatic record creation for electronic resources (both already available in the browser)
- Third release (4th quarter 2003) will include offline local files and batch processing

## Connexion Enhancements – November 2002 Release

- Additional Authority sort orders
- More flexible record navigation
- Brief record display will include additional data
- Constant Data - “apply on the fly”; easier to set defaults
- Quick tips
- New logon screen

## Connexion Enhancements - Future Releases

- Enhanced Authority control
- Find & replace (initially in Windows Client)
- Customization of fixed field and status area location (top or bottom – you choose)
- OCLC system usage statistics

## Connexion Enhancements - Future Releases

- Unicode display and entry of diacritics
- Cataloging Agent level authorization
- Ability to change autho level after logon
- Spell check
- Export in UNIMARC
- Import PromptCat and Bib Notification files

## Logon 

- URL   _http://connexion.oclc.org_
- Simply enter your current cataloging authorization and  password
- Exceptions:  Reclass level (no longer available; Agent level coming in later release)
- Save authorization and  password for automatic logon in Local Browser Settings

## Focus on Workflow

- Basic steps are the same, with some new options
- Search
- Command line, assisted numeric & derived, keyword
- Edit/Create
- Templates, text area, workforms, derive new record, constant data
- Authorities
- Search authorities, control headings, NACO functionality
- Set holdings (update, produce)
- Save File
- Labels
- Export
- No commands to memorize – use buttons and drop-down menus, or keystroke shortcuts

## Export 

- OCLC Connexion supports:
- Export to file
- TCP/IP Export
- The format of exported records is the same as with Passport

## Export to File

- Export to file from browser drop-down menu means one record per file
- To export groups of records:  Put  records ready for export into Save File, flag them, then export flagged records to file
- Procedure for exporting in the Windows Client will allow appending records to a file

## TCP/IP Export

- The TCP/IP export from the browser is direct from the OCLC server to the library system, and may require access through your firewall

## Control Headings

- Link headings in the master bibliographic record to the corresponding heading in the Authority File
- Linking can be done on master records when 1) adding new record and 2) when using lock and replace with Enhance authorization
- If the heading changes in the Authority File, it automatically changes any linked headings in bibliographic records

## Customization Options

- Under the “General” tab
- Change default settings permanently or for one session
- Set views, export options, timeout alerts, tabs, keystroke shortcuts

## Keyboard, Mouse, or Both

- Customize the keyboard... create or modify keystr0ke shortcuts
- Most actions can be executed using the keyboard
- Windows Client will offer the most flexibility in assigning and creating keystroke shortcuts

## Converting Constant Data from Passport to Connexion

- OCLC created a Passport macro to help you convert constant data records from Passport to Connexion
- Located on the OCLC Connexion Tips page:
_**http://www.oclc.org/connexion/support/ tips/constant_data.shtm**_

## Technical RequirementsSee System Requirements page: http://connexion.oclc.org/html/corc/ gs_login_sysreq_hardware_software.html

## Hardware Requirements

- Workstations
- Plan for workstations that can support the latest in Microsoft operating systems

**Notes:**
Talk the slide

## Software Requirements

- Operating System
- Connexion is developed for use with MS Windows ME, 2000, XP
- MS Windows 95 support has ended
- Support for MS Windows 98 and NT4.0 will end June 2003; Connexion browser works fine with these now
- Connexion Windows Client requires MS Windows 2000 or later
- Browser
- MS Internet Explorer 5.5, 6.0 or higher
- Netscape 6.2, 7.0 or higher (support for 4.x ends 1/29/2003)

## Access to Connexion

- Internet connection required
- OCLC Connexion will not work on OCLC Direct Dial
- Access and support fees apply

**Notes:**
Talk the slide

## Documentation, Support, and Training

## Documentation & Support

- User documentation on OCLC web site: _**http://www.oclc.org/connexion/**_**.**
- Most documents are PDF files; easily printed
- Online context-sensitive help
- OCLC online interactive tutorial scheduled for release October 2002
- OCLC-Cat listserv discussion group
- Sign up on OCLC web site: _**http://www.oclc.org/oclc/forms/listserv.htm**_
- Submit questions/comments/suggestions
- email to **s**_**upport@oclc.org**_

## FEDLINK Programs Fall/Winter 2002

- FEDLINK Connexion Demonstration: 11/8/02; 12/12/02 (free; registration required)
- Special FEDLINK Connexion Update with David Whitehair of OCLC: 11/22/02 (free; registration required)
- FEDLINK Connexion Overview hands-on training: 12/4/02  (full-day class $125.00)
- FEDLINK Online registration: _**http://lcweb.loc.gov/flicc/oclcform.html**_

## OCLC Connexion Tutorial

- Components include searching, record editing, creating records and constant data, and performing actions.
- Printable review screens
- Overview / Glossary
- Workflow scenarios
- Scheduled for release ***very*** soon

## Useful Links

- Connexion Home page
_**www.oclc.org/connexion**_
- Migration schedule
_**http://www.oclc.org/connexion/migrate**_
- OCLC-Cat online discussion group
- Sign up for this list at:
_**http://www.oclc.org/oclc/forms/listserv.htm **_

## Passport – the end is near (for cataloging)...

**End-of-support** for Passport for Cataloging		**12/31/2002**
- Will still work, but there will be no testing on new operating systems, no bug fixes, UNS will ask users to try CatME or Connexion
**End-of-life** for Passport for Cataloging		**12/31/2003**
- Will no longer work with OCLC Cataloging
- These dates do not apply for ILL, UL, or NAD

## You choose when & how to migrate

- You can try out the service anytime
- Your current cataloging authorization  will work with the new cataloging service
- Remember, the Windows Client will be released in 2nd quarter 2003

## ... Take another look at Connexion

- Connexion is enhanced on a quarterly basis.  New features will be added with every release:  November, February, May, August
- If Connexion doesn’t have what you need now, try it again in a few months

## Migration Considerations

- You may want to migrate if...
- You don’t need advanced features not yet available in the new system
- You are upgrading workstations to Windows XP
- You want the automated features for cataloging electronic resources
- You can’t use Telnet any longer
- It makes sense for your workflow

## Migration Considerations – Save File

- The Online Save File is different depending on the interface used
- Records started using Passport or CatME must be completed using Passport or CatME
- Records started using OCLC Connexion must be completed using Connexion

## Migration Considerations – Export

- The new cataloging service will support:
- Export to file
- TCP/IP Export
- TCP/IP export is direct to the library system, and may require access through your firewall
- Export record format is the same as it is using Passport
- Export procedure will be streamlined in the Windows Client

## CatME... an Alternative

- An alternative to Passport... may be an interim step towards migrating to OCLC Connexion
- If you’d like to move from Passport, but OCLC Connexion isn’t right for you yet, consider CatME
- CatME will be discontinued in the future _**only**_** **after all functionality is added to OCLC Connexion; schedule has not been set, but **CatME end-of-life will not be before December 31, 2004**.

## Questions & Answers

## For more information:

**At OCLC:**** **
- OCLC User & Network Support (UNS)
- 800-848-5800
- support@oclc.org

- Anne Harrison, FEDLINK Network Program Specialist
- 202-707-4834
- anha@loc.gov