Copy Cataloging for Non-Rare Books Using OCLC Connexion Client

The following workflow represents the current work process in place at the UC Davis library when copy cataloging a non-rare book using OCLC connection client. It is one of the work functions that will be converted to a native Linked Data workflow as part of the project.

Actors

1. Cataloging Specialist – Medium level of experience.
2. Copy Cataloger – Lowest level of experience.
3. Supporting systems and tools (e.g. harvesting daemon).

Description
User Story: ”As a library cataloger I need to find and claim a record in OCLC for a published book to include in my integrated library system with additional metadata for its location in library collection.”

Success Metric(s)

1. The new set of bibliographic metadata elements will be present and discoverable by library users of the OCLC Melvyl System.
2. The new set of bibliographic metadata elements will be replicated locally in the ALEPH database (harvest).
3. Associated holding and item data elements will be present and useful for the local circulation system.

Preconditions

1. New monograph (non-rare) is delivered to cataloger.
2. Cataloger has access to OCLC system in order to find match record.
3. Cataloger must have access to the ILS system.
4. Cataloger must have access to the following online resources: Cataloger’s Desktop, ClassWeb, RDA Toolkit, AACR2 (online accessed through RDA Toolkit), MARC21 for Bibliographic and authority data (OCLC website).
5. Cataloger must knowledge of cataloging rules (AACR2 & RDA), MARC format (bibliographic & authority), classification(s) (LC & NLM, SuDoc, Caldoc), foreign language(s), local cataloging policies.

Post Conditions
Bib record, holdings record and item record are present in local ILS.

Triggers
A new monograph is delivered to cataloger.

Steps

1. Log in OCLC Connexion Client.
2. Search Worldcat database to find match record.
3. Open MARC template – Books Workform.
4. Perform “control headings” to link name(s), subject heading(s), uniform title(s), and/or series entry (entries) directly to exactly matching Library of Congress authority record(s), if available. If not, forward the book to original catalogers to create authority records as needed (e.g., name authority records for UCD faculty).
5. Attach UCD’s OCLC holdings symbols to the bib record created – for ILL and discovery in Melvyl.
6. Export the record from OCLC to Aleph.
7. Create holdings record and item record using Macros.

Alternative Flows
None.

User Interface Requirements
User interface for current work-flows are determined by existing software packages.

Issues

1. This use case does not include rare book cataloging which uses a different rule and has a slightly different workflow.
2. This use case does not include a special type of copy cataloging – enhancing/upgrading the match record in OCLC.