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Batch Processing Overview (for Texas Navigator group) For audio  please call : 1-866-699-3239   Event number: 712 609 803  Defining Process and Selecting Projects & Output February 8, 2010
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Some OCLC “basic” ,[object Object],[object Object],[object Object],[object Object]
Some OCLC “basics” ,[object Object],[object Object]
FirstSearch
FirstSearch holdings display
OCLC Connexion (browser)
Connexion browser holdings display
Connexion (client)
WorldCat.org
Common Project Types Type When to use . . .  Reclamation ,[object Object],[object Object],[object Object],Retrospective ,[object Object],[object Object],Ongoing batchload ,[object Object]
Other processes ,[object Object],[object Object],[object Object],[object Object]
Batchload Output Batchload  Project Cross  Reference (XREF)  Report Library Records w/ OCLC Numbers Full  OCLC-MARC  Records
Cross Reference Report ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Your Records w/ OCLC Numbers ,[object Object],[object Object],Default format * 035__|a(OCoLC)110766 035__|a(OCoLC)5587 035__|a(OCoLC)229024757
Full OCLC-MARC Records * ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],* Unlike the first two output options, there may be costs associated with producing full OCLC-MARC records.
Batchload Project Process ,[object Object],[object Object],[object Object],[object Object]
Step 1: Ordering  ,[object Object],[object Object],[object Object],[object Object]
Step 1: Ordering from OSC ,[object Object],[object Object],[object Object],[object Object]
Automated workflow ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 1: Ordering  via “old” Batchload Order form ,[object Object],[object Object],[object Object],[object Object]
Manual Workflow ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 2: Submitting Files to OCLC  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 2: File submittal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 3: Pre-Processing  OSC orders  Manual process orders  Project Status: Active Project Status: Evaluation  Files submitted upon receipt  Files go into Queue for eval/setup Translation Table creation/verification Local Data mapping requirements for OCLC MARC output Setup according to OSC form Setup created by DB Specialist  Standard Matching/Qualifiers applied  Matching Options/Qualifiers can be adjusted if necessary  Own Record Return/Standard Options Own Record Return/additional options Reports on PS Web Reports on PS Web or via Email
Step 3: Record Matching  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step 4: Reports and/or Records ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Vendor Records  ,[object Object],[object Object],[object Object],[object Object]
Documentation  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions? OCLC Consultative Services consult-svcs@oclc.org
Feedback! ,[object Object],[object Object],[object Object]

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Batchloading Presentation

  • 1. Batch Processing Overview (for Texas Navigator group) For audio please call : 1-866-699-3239 Event number: 712 609 803 Defining Process and Selecting Projects & Output February 8, 2010
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  • 14. Batchload Output Batchload Project Cross Reference (XREF) Report Library Records w/ OCLC Numbers Full OCLC-MARC Records
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  • 26. Step 3: Pre-Processing OSC orders Manual process orders Project Status: Active Project Status: Evaluation Files submitted upon receipt Files go into Queue for eval/setup Translation Table creation/verification Local Data mapping requirements for OCLC MARC output Setup according to OSC form Setup created by DB Specialist Standard Matching/Qualifiers applied Matching Options/Qualifiers can be adjusted if necessary Own Record Return/Standard Options Own Record Return/additional options Reports on PS Web Reports on PS Web or via Email
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  • 31. Questions? OCLC Consultative Services consult-svcs@oclc.org
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