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Original Cataloging a Print Map using OCLC Connexion Client

The following workflow represents the current work process in place at the UC Davis library when performing original cataloging of a printed map that has already been described in OCLC. It is one of the work functions that will be converted to a native Linked Data workflow as part of the project.

Cataloging Specialist – High level of experience
Supporting systems and tools (e.g. harvesting daemon)


User Story: ”As a library cataloger I need to locate metadata for a print map from other libraries that hold the same map and link that metadata to an instance record in my local database, and add an instance record to OCLC for the systemwide catalog.”

Success Metric(s)

  1. A new set of bibliographic metadata elements will be present in the OCLC Worldcat database.
  2. The new set of bibliographic metadata elements will be present and discoverable by library users of the OCLC Melvyl System.
  3. The new set of bibliographic metadata elements will be replicated locally in the ALEPH database. (harvest)
  4. Associated holding data elements will be present and useful for the local circulation system.
  5. An authority record will be created as follows: (1) names created in OCLC Worldcat database Note: Not all libraries will be able to create names in OCLC Worldcat. Need to consider alternate process for these libraries; and (2) new subject headings will be submitted as a proposal to LC Note: We need to document the process that happens once LC responds positively or negatively to the proposal.


  1. New print map is delivered to cataloger.
  2. Cataloger has access to OCLC system in order to verify that no duplicate record exists.
  3. Cataloger must have access to the ILS system and macros.
  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), map classification(s) and subject headings, foreign language(s), local cataloging policies.
  6. Cataloger has Map Scale Indicator (plastic or paper one).
  7. Cataloger must have basic knowledge about various maps.

Post Conditions
Bib record and authority record are present in OCLC Worldcat database. Holdings record is present in local ILS.

A new print map is delivered to cataloger.


  1. Log in OCLC Connexion Client.
  2. Search Worldcat database to ensure no bib record exists.
  3. Open MARC template – Map Workform.
  4. Fill out fixed fields.
  5. Fill out variable fields.
  6. 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, create authority records as needed.
  7. Produce record into WorldCat database.
  8. Attach UCD’s OCLC holdings symbols to the bib record created – for ILL and discovery in Melvyl.
  9. Export the record from OCLC to Aleph.
  10. Create holdings record using Macros.

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

This use case does not include rare map cataloging which uses a different rule and has a slightly different workflow.




BIBFLOW Bibflow Workflow Analysis