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?
2

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
3

4. WorldCat Navigator
4

5. WorldCat.org
www.worldcat.org
Your library here ?
5

6. WorldCat Local
6

7. FirstSearch
Your library
7

8. WorldCat Resource Sharing
We weeded
this 5 years
ago!
8

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
9

10. WorldCat Collection Analysis
10

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
11

12. Holdings and Local Holdings
12

13. Holdings and Local Holdings
Holdings Local Holdings
13

14. What Methods are there for Maintaining
Holdings in WorldCat?
• Batch Processing •Connexion client
• CatExpress •Connexion browser
•Z39.50 cataloging
•E-serials holdings
•WorldCat Cataloging Partners
•WorldCat Collection Sets
• CONTENTdm
•OCLC GovDoc Service
• Contract Cataloging
14

15. Methods of Holdings Maintenance
• Add or delete large numbers of holdings
• Retrospective
• Reclamation
• On-going
15

16. Methods of Holdings Maintenance
CatExpress
16

17. Methods of Holdings Maintenance
• Connexion Client
• Interactively update and delete holdings
• Batch update and delete holdings
• Connexion Browser
• Interactively update and delete holdings
• Create local holdings
17

18. Methods of Holdings Maintenance
Connexion Client
18

19. Methods of Holdings Maintenance
Connexion Browser
19

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
20

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
21

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
22

23. Methods of Holdings Maintenance
• MARC records for vendor sets of microform and
electronic collections
• Holdings automatically set in WorldCat
23

24. Methods of Holdings Maintenance
• MARC records for U.S. government documents
• Holdings automatically set in WorldCat
24

25. Methods of Holdings Maintenance
• Discovery of your unique Digital Collections:
• WorldCat Digital Collection Gateway
• Connexion Digital Import
25

26. Methods of Holdings Maintenance
• MARC records for all formats in 60 languages
• Holdings set in WorldCat
26

27. What Methods of Holdings Maintenance
Should You Use?
27

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
28

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
29