This document discusses the importance of accurate WorldCat holdings and various tools for maintaining holdings. It outlines how holdings reflect a library's collections in discovery tools and support resource sharing. Several methods for holdings maintenance are described, including batch processing, CatExpress, Connexion client/browser, Z39.50, e-serials linkage, WorldCat Cataloging Partners, and OCLC services. The document recommends libraries determine the best methods to add holdings retrospectively and maintain them ongoingly through tools on the OCLC website and support.
1. WorldCat Holdings: Why
They Matter and the Tools
6 January 2010
to Maintain Them
For Texas Navigator libraries
Presented by
Rick Newell
Senior Training Coordinator
OCLC
2. Agenda
• Why accurate WorldCat holdings are important
• Holdings and Local Holdings in WorldCat
• What are the methods for holdings maintenance
and which should you use?
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3. Why Accurate WorldCat Holdings Are
Important
• For your patrons
• WorldCat Navigator
• WorldCat.org
• WorldCat Local
• FirstSearch
• For your staff and the library cooperative
• Interlibrary loan (WorldCat Resource Sharing)
• WorldCat Collection Analysis
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9. Deleting Holdings - When You No
Longer Own an Item
• Accurately reflect your holdings to other libraries in
WorldCat Navigator, and to users in FirstSearch,
WorldCat.org and WorldCat Local
• ILL staff will not get requests for items you no longer
own
• Accurately identify gaps in your collection as well as your
unique holdings using Collection Analysis
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11. Holdings and Local Holdings in WorldCat
• Holdings
• Title – level holdings
• Your 3 or 5 character OCLC symbol added to a
bibliographic master record to indicate that you
own or have access to the item
• Local Holdings
• Item specific holdings, for example:
• volumes, issues, years held of a serial
• lending or copying policies for reference book or rare book
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20. Methods of Holdings Maintenance
• Search and download bibliographic records from your
Z39.50 compliant local library system
• Set holdings online through OCLC Z39.50 service or return
holdings through Batch services
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21. Methods of Holdings Maintenance
• Works with your e-serials management vendor
• WorldCat Link Manager, EBSCO Link Source, Serials
Solutions 360 Link, TD-Net e-Resource Manager
• Automates setting and maintaining your ISSN-based
electronic serials holdings
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22. Methods of Holdings Maintenance
• MARC records for materials received through your
vendors with holdings automatically set in WorldCat
• Three levels of service:
• Basic (former PromptCat)
• 100% record delivery
• Customized record delivery
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23. Methods of Holdings Maintenance
• MARC records for vendor sets of microform and
electronic collections
• Holdings automatically set in WorldCat
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24. Methods of Holdings Maintenance
• MARC records for U.S. government documents
• Holdings automatically set in WorldCat
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25. Methods of Holdings Maintenance
• Discovery of your unique Digital Collections:
• WorldCat Digital Collection Gateway
• Connexion Digital Import
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26. Methods of Holdings Maintenance
• MARC records for all formats in 60 languages
• Holdings set in WorldCat
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28. Next Steps
• Batchloading webinars week of January 25th (more
information coming soon)
• If your library has never added holdings to OCLC: probably
a batchloading retrospective project
• If your library already has holdings in OCLC: decide
whether you need a batchloading reclamation project
• Decide how you want to maintain holdings on ongoing basis
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29. Next Steps
• Work through checklist
• Read more about specific tools
you choose at www.oclc.org
• To discuss holdings maintenance tools in terms of your
library’s needs, or to get help with setting up a service,
contact OCLC Customer Support:
• 800-848-5800
• support@oclc.org
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