Workflow Workflow diagram #1 diagram #1 Selection of new vendor Tenth Annual Innovative Users Group Meeting April 27 - 30, 2002 Houston, Texas Title: System Migration Challenges: INN-Reach, RLIN and OCLC Establish migration timeline Session Number: L1 Presented on: Mon. April 29 from 4:30-5:30 Prepare staff for migration 4/1/2002 Workflow Workflow Workflow Workflow diagram #2 diagram #3 diagram #2 diagram #3 Begin data preparation Send complete database record file to new system vendor Create test file of existing records and load into new system Review database record files Review test file records in new system Create gap tape record file 4/1/2002 Workflow Workflow diagram #4 diagram #4 MAKING THE TRANSITION TO OCLC Run statistics reports Law Library creates master file of WLN & RLIN records and sends to OCLC for Vendor ID processing Print out record information that cannot be migrated OCLC deletes existing ONA records from Worldcat OCLC inserts system number into 001 field Cease record maintenance in old system OCLC returns copy of processed file for loading OCLC loads copy of file into Worldcat into Innovative Interfaces database 4/1/2002 1
Bibliographic utility history at UW Law Library CRITERIA USED FOR EVALUATING BIBLIOGRAPHIC UTILITIES WLN only 1986-1990 A. Cost B. Hit rate for copy cataloging . C . Importance of utility for regional/state/campus cooperation WLN & RLIN D. Documentation 1990-1995 E. Continuing education/training opportunities F. Authority control G. Vendor’s strategic direction for new products & services RLIN only H. Customer support . 1995-2001 I. CJK cataloging options J. Number of Law Library members . K. Quality of Law Library members . L. Supplementary Services available M. Catalog interface software options . OCLC only N. Hours of Service . 2001 - current 4/1/2002 4/1/2002 Project calendar, page 1 RLIN & OCLC CRITERIA: WHICH UTILITY HAS THE Project calendar, page 1 ADVANTAGE IN THE FOLLOWING CATEGORIES? RLIN OCLC Cost X DATE EVENT (S) LIBRARY ACTION (S) BIB UTILITY IN USE Documentation X April- Develop CatMe ! Head of Bibliographic Access investigated RLIN Continuing education/training X May workflows, policies CatMe interface for the library and developed & procedures draft procedures. Authority Control X April- Load OCLC ! CatMe software loaded on library staff RLIN Organization strategic direction for new X May software computers products & services Importance of utility for statewide or campus X cooperative ventures Hit rate for copy cataloging Equal Equal May 25 Establish OCLC ! Criteria: RLIN • 1 port account Customer support Equal Equal parameters • Overflow account May 25 Fill out OCLC ! EDX paperwork completed RLIN CJK cataloging Equal Equal paperwork ! Batchload paperwork completed Number of Law Library members X May 25 Reduce RLIN ! RLIN ports reduced from five to one beginning RLIN ports July 1 Quality of Law Library members Equal Equal Supplementary services X June 7 Train Technical ! Training agenda set up with OCLC RLIN & 8 Services staff on Catalog Interface options X OCLC CatMe Hours of Service X 4/1/2002 4/1/2002 Project calendar Project calendar Project calendar page 2 Project calendar page 2 page 3 page 3 DATE EVENT (S) LIBRARY ACTION (S) BIB UTILITY IN USE DATE EVENT (S) LIBRARY ACTION (S) BIB UTILITY IN USE June 14 Set up temporary ! Use output parameters: RLIN • Output entire MARC record with no project MARC June 22 Send bibliographic ! Criteria for OCLC VID Processing: RLIN output table in III attachments • Replace all existing 001 fields with file to OCLC for • Map III bib number to 944 field with “.b” Vendor ID OCLC numbers • For match points in processing, OCLC preceding number processing will use WLN RID (001), LCCN (010$a), WLN internal sequence number (035$a), June 21 Train East Asian ! Training agenda set up with OCLC RLIN ISBN (020$a), ISSN (022$a) Law Dept. on CJK interface June 23- Delete OCLC ! Law Library holdings deleted from OCLC Bib Freeze 24 holdings Worldcat Jun 22 Create one file of ! Bib freeze established for III database—no RLIN bibliographic MARC field edits or deletions records for OCLC processing June 25 Set up daily ! Load table set up with parameters for production OCLC bibliographic records MARC load table ! Download path from OCLC file server to III set up. 4/1/2002 4/1/2002 2
Project Project calendar, page 4 calendar, page 4 DATE EVENT (S) LIBRARY ACTION (S) BIB UTILITY IN USE Begin using OCLC ! July Load Vendor ID ! Bibliographic record file was loaded into OCLC file into III Innovative Interfaces using III bib record number as match point. 4/1/2002 4/1/2002 4/1/2002 3
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