Influencing Success:Configuring the WorldCat Knowledge

Base with User Needs in Mind

Terry W. Brandsma, Information Technology LibrarianMary Jane Conger, Head, Cataloging Department

University Libraries, UNC GreensboroMarch. 14, 2014

UNC Greensboro

Established: 1891

Carnegie Classification: Doctoral-granting, research-intensive institution

FTE:18,500

Degrees: 100 undergrad, 77 masters, 28 doctoral

16 Research Centers and Institutes

Joint School of Nanosciece & Nanoenginerring with NC A&T State University

University Libraries

2.8M+ items (books, gov docs & microforms) 42,000+ print & e-journals 400+ electronic databases 30 librarians, 60 support staff Branches (2):

Walter Clinton Jackson LibraryHarold Schiffman Music Library

Affiliates (5): Teaching Resources CenterInterior Architecture LibraryMulticultural Resource Center LibraryMedia Studies LibraryDance Library

ILS History

1990: OCLC LS2000 1993: DRA Classic 2005: Sirsi Unicorn/SirsiDynix

Symphony 2013: OCLC WorldShare Management

Services

Image: Langdon Public Library http://www.langdonlibrary.org/

Why We Chose WMS

Public Catalog no longer being developed or supported

ILS not meeting our changing needs Stability for 5-10 years Budget crisis (>$1M cuts for 2013-

2015) System architecture vs. product Cloud-based, collaboration

WorldCat Local (WCL) Implementation WCL Quick-Start Hybrid: UNC Library Express (Sep

2009) WCL Full (Mar 2012)

User interface options Registry settings Metasearch content Relevancy & scoping OpenURL resolution OPAC statuses & locations Full text and open access links ILS integration WorldCat knowledge base

Migration to WMS

Oct 2012: Data Migration Questionnaire Jan 2013: Translation Tables (Locations &

Patrons) Feb 2013: Scope Statement Feb 2013: Deliver Bib Records (non-serials) Feb 2013: Deliver initial Patron Records Apr 2013: Deliver Serial Bib Records May 2013: Deliver Circulation Transactions May 2013: Deliver Bib Gap File Jun 2013: Go-Live

Image: https://www.icinga.org/wp-content/uploads/2010/11/migration.jpg

Migration Facts/Figures

Bib records loaded: 1,244,504 Items migrated: 1,513,527 Patron records loaded: 26,893 Circ loans migrated: 22,313

Print Serials Subscriptions: ~500 Serials records loaded: 19,897

Migration Tips

Data Clean up is essential Items with blank locations Bib records with no items Mismatched items

Communication is the Key Expect problems, develop

workarounds Drive the enhancement process

WorldCat knowledge base (KB) Implementation

Summer 2012- first “big” library to populate it Collections not available Holdings wrong in the collections Add custom collections ourselves

Uses KBART files, not MARC records Some vendors clueless

Streaming Media was added at the end of 2012 Matches to WorldCat records through OCLC number

Titles within a Collection didn’t have an OCLC match Still a work in progress

1954~1986

http://www.flickr.com/photos/hollywoodplace/3489854175/

Questions?Terry W. Brandsmatwbrands@uncg.edu

336-256-1218

Mary Jane Congermjconger@uncg.edu

336-256-1377