WMS Library Cataloging Questions and Data Extract Instructions

WMS Library – Cataloging Questions and Data Extract Instructions

Library Name ______Date: ______

Technical Contact: Cataloger Contact:

Name: ______Position Title: ______Phone: ______Email: ______

# of print monographs held: ______OCLC Holdings Symbol(s): ______

______

______Date migrated to the current system: ______

How many years of circulation data is available? Total charges? ______Last circ date? ______

How many years of item add data is available? (date acquired) ______

Is any in-house usage logged? Re-shelving counts? Reserve circs? If yes, should these uses be combined with regular charges for calculating overall usage? ______

OPAC URL SCS creates a hot link from each title to the library’s catalog record for that title. Please offer advice about establishing the best URL. What is its form? Consider whether the link should be to the traditional catalog or the discovery layer, etc.

Classification What is your library’s primary classification scheme? LC / Dewey / Other?

Secondary classification scheme? LC / Dewey / Other?

SCS Cataloging and Data Extract Information - WMS Page 1 If there is a non-LC scheme in use, what part of the collection is it used for?

Are non-LC materials identifiable via location code?

If the library uses more than one cataloging scheme, is it possible to transmit with each item record, the type of call number in the item record? (LC, NLM, Dewey, Other).

Where are local call numbers stored? MARC 090? MARC 099? Item record? MFHD? For shelf-listing, does a local call number always trump an 050? If there are multiple ’local’ call numbers, which one ‘wins’? Establish a hierarchy of call numbers, with the best one first. Example: 1) Item record call number; 2)099; 3) 090; 4)050.

How does the library handle multiple copies? Is there a reliable copy number in the item or holdings record?

Bib Data Extract Use the WMS Collection Manager tool (under Metadata) to create a WorldCat Query Collection that will output full MARC records for all monographs that will be included in the analysis. The project will focus on circulating print monographs, but may also include reference books, scores, special collections, etc. Check with the project manager about your project’s scope. Contact your SCS Liaison for assistance if needed.

Item and Usage Data In addition to standard bibliographic data for in-scope titles, we also need all associated item level details. With the WMS libraries we have worked with to date, we have used the most recent item inventories report (.txt version) that is located in your ftp://ftp2.oclc.org/wms/reports/ directory. If you are recording in-house uses (soft checkouts) then also include the most recent soft checkouts report (.txt version).

Are there item types, statuses, or locations that should be excluded from the analysis?

Are there local data anomalies or unusual cataloging practices that you think we should be aware of? If yes, please describe them.

File extract expected on or around: ______

FTP Credentials: URL: files.sustainablecollections.com UN: PW:

SCS Cataloging and Data Extract Information - WMS Page 2 Although using an FTP client is better for big file transfers, you can also login to this account via the web, where you'll have the option of viewing/deleting files and changing your password (just click on the "my account" link).

SCS Cataloging and Data Extract Information - WMS Page 3