The Easy Way to Get your Print Periodicals into the OCLC Electronic Link Resolver. Gary R. Cocozzoli Lawrence Technological University

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1 The Easy Way to Get your Print Periodicals into the OCLC Electronic Link Resolver Gary R. Cocozzoli Lawrence Technological University

periodical holdings are just as valuable Sometimes, there is NO

2 Why do this? Link Resolvers are designed only for electronic products Your print periodical holdings are just as valuable Sometimes, there is NO electronic equivalent for your print holdings OCLC s Link Resolver is today s focus, but could use this process for other resolvers too

3 EASY is a relative term This is still a bit of work to do to make this happen Much easier than doing it manually Can load just with OPAC links, then add holdings as time permits Once loaded, can work from Knowledge Base to modify it or to fix it via a fresh new load

4 My first attempt: Used Analytics and My Library Shows titles, ISSN, OCLC number No holdings given Copy columns to KBART master on OCLC site Can manually create link to Discovery record for holdings Easy, but very limited Says appears in 2 hours but, takes much longer to appear in My Files

5 Only 7 of the 26 KBART columns are needed - the rest are optional

6 Download the spreadsheet to modify the titles or holdings First time load or subsequent uploads

7 WorldCat Query Collection More flexible way to get your print records for serials You will find this under Metadata > Collection Manager Then, create a collection, choose Query Collection

8 Choose your collection name to use later OCLC provides this; Add to spreadsheet later on Selection criteria will go here (we will see it in a later slide)

11 Hard Part: Coming Up with the Search Statement Various Search statements are possible li: your library s code e.g., EYL so it is li:eyl for us Use Boolean Logic with AND, OR, NOT Many ways to do this, such as with material types I was using mt:ser but it may be more direct to use mt:per mt:per helps eliminate some monographic serials like annual book series We would want mt:per, mt:mic, etc. but NOT mt:elc So, it would be li:eyl AND ((mt:per OR mt:mic) NOT mt:elc) Or could use document types (x0:jrnl AND x0:news) NOT x4:digital

What I didn t realize I could ve had a b8: b8: is a location where our periodicals are, Periodicals Shelved by Title So b8:periodicals would be helpful to add But this eliminates all non-monographic

12 What I didn t realize I could ve had a b8: b8: is a location where our periodicals are, Periodicals Shelved by Title So b8:periodicals would be helpful to add But this eliminates all non-monographic items that would sit under Book Stacks Reference or other locations Add statements that would include these locations Or, just manually add items if not too many b8: may not work as well if you inter-file periodicals in with the cataloged books; have to use other schemes

Test it out in WorldCat Discovery You can simulate rather closely the final result Take off the li:eyl portion Examine the results any odd items?

13 Test it out in WorldCat Discovery You can simulate rather closely the final result Take off the li:eyl portion Examine the results any odd items? I re-sorted by oldest first to see any unusual items Refining query might remove them Can always delete unwanted items later before uploading Remember to use facets to limit to your physical library collections only Can also do this testing via WorldCat Local or FirstSearch When satisfied, I could use this for my Query: li:eyl AND ((mt:per NOT mt:elc) AND b8:periodicals)

14 ((mt:per OR mt:new OR mt:mic) NOT mt:elc) AND b8:periodicals

The Query Will Deliver MARC Records Takes about 36 to 48 hours to get the file Find it under Metadata then My Files Use MarcEdit for the next stage: Convert the MARC records to

16 The Query Will Deliver MARC Records Takes about 36 to 48 hours to get the file Find it under Metadata then My Files Use MarcEdit for the next stage: Convert the MARC records to tab-delimited file or, Convert the records to a KBART file Knowledge Bases and Related Tools MarcEdit is a free software that offers many helpful tricks Constantly being updated and improved

17 Creating tab-delimited records from MARC records x

18 New KBART way

19 -Examine extra blank lines in title column -When OK, sort to eliminate them -Take out the The in front of titles via replace -I add aaa to not sort the top line -Take out the aaa before loading!!! The Last columns are not correct have to make them empty or edit them

20 Add print to coverage_depth if not already there -Create title_url by adding search string with no: for OCLC number -Could also use -Add a new column then CONCATENATE (J2, Z2) and run down the column -Old title_url + OCLC number = title_url that links to your catalog record -Save as tab-delimited, then re-open in Excel -Delete old title_url and name the new column title_url -the 866 field is placed in coverage notes -Instant holdings!* (* but you have to edit them!)

21 Could add location or notes like Current issue on display or Bound Volumes But that is optional Add that name that the user will see and understand Add OCLC Collection ID here ( customer ) Comes from Query Collection Delete this column rectype RAW: first time load, or reload. COVOVERLAY: if changing coverage only If sending in a replacement file, can just use raw

22 Don t let this happen to you! Do this instead

23 What it looks like in the Knowledge Base

This is what it looks like in the Resolver via https://ltu.on.worldcat.

24 This is what it looks like in the Resolver via Manually added It is in Print Came in automatically from 866 field

25 Two Faces of Linking: article vs. title Searches for title of journal only if no citation in WorldCat Standard OCLC linking scheme, showing citation in resolver

26 After some hours of work And some frustrations And some do-overs And some tedium And a strong urge to weed You will experience A Triumph! ü Your print serials are no longer hidden from an inquiring public ü Your purpose in life will now be complete

27 So, it was sort of easy after all You are very welcome to contact me if you have any questions OCLC Support can help you too Gary Cocozzoli Lawrence Technological University

WorldCat Knowledge Base Settings

WorldShare Metadata WorldCat Knowledge Base Settings Institutional Settings Settings Use options in the Settings module to configure your system-wide knowledge base. OCLC Symbol You can verify that the