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--- uma_worldcat_service_configuration_management [2012/12/11 16:07]
cknapp [SFX File]
+++ uma_worldcat_service_configuration_management [2022/05/16 19:42] (current)
jeustis
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+====== PAGE OUTDATED ARCHIVED - Past Practices when UMass had OCLC Local Discovery ======
 ====== UMA WorldCat Local Management in OCLC Service Configuration ======
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 ===== WorldCat knowledge base - Collection Management =====
-  * This module controls our full-content (except streaming) holdings to display via the “View Now” menu in the public search, and in Navigator for ILL request processing.
+  * This module controls our full-content (except streaming media and ebook) holdings to display via the “View Now” menu in the public search, and in Navigator for ILL request processing.
-  * E-journal holdings are managed via file uploads from PubGet and SFX.
+  * E-journal holdings are managed via file uploads SFX.
-     - The PubGet file is generated from our holdings at publisher sites, to which we've provided administrative logins. When I don’t want PubGet to provide holdings from a particular provider (ie. Ebsco, IEEE) because I get better results managing the collection directly in the OCLC kb, contact PubGet support (from within PubGet librarian portal) and ask them to disable that “feed” going to OCLC. The PubGet file is uploaded to OCLC regularly (at least weekly).
+     - Using the Export Tool, select e-journal targets with paid our subscriptions/purchases (ie. not open access). An export profile, "WCL_export", is saved in the Advanced Export Profiles section. This can be edited as needed. The file should be saved according to the naming conventions in "WorldCat knowledge base downloading guide for SFX data" (wckb.sfx.pdf) and uploaded to the OCLC server according to "WorldCat knowledge base uploading guide" (wckb_upload.pdf) in W:\WorldCat Local\OCLC documentation.
-     - Our holdings gathered and provided by PubGet are complemented by a file we generate from SFX. Using the Export Tool, select e-journal targets with paid our subscriptions/purchases (ie. not open access) which are not gathered via the PubGet feed. An export profile, "WCL_export", is saved in the Advanced Export Profiles section. This can be edited as needed. The file should be saved according to the naming conventions in "WorldCat knowledge base downloading guide for SFX data" (wckb.sfx.pdf) and uploaded to the OCLC server according to "WorldCat knowledge base uploading guide" (wckb_upload.pdf) in W:\WorldCat Local\OCLC documentation.
+     - Confirm that the SFX holdings files is loaded to the kb in a timely manner (within 2-3 days after transfer) from the Activity History section of WorldCat knowledge base in Service Configuration. Also review collections modified at the title level here.
-     - Confirm that the holdings files made available by PubGet and us (SFX file) are loaded to the kb in a timely manner (within 2-3 days after transfer) from the Activity History section of WorldCat knowledge base in Service Configuration. Also review collections modified at the title level here.
+     - Review about monthly the collection mappings by OCLC from the holdings files. Request holdings-mapping report from [[support@oclc.org|OCLC Support]].
-     - Review about monthly the collection mappings by OCLC from the holdings files. Request holdings-mapping report from Amy Lytle [[lytlea@oclc.org]] if it's not sent to Catherine and/or Gary.
+  * Streaming media (e.g. Alexander Street Press, Kanopy) and ebooks (with some exceptions, see below) are NOT maintained in the kb, as long as the titles have records in ALEPH. By selecting “Links from the WorldCat knowledge base to full-text content” and “Links from the Local OPAC - Mass digitized electronic content and All other electronic content” in Service Configuration/My WorldCat.org/Full text and Open Access Links/Search Results page. These choices will enable the View Now links for e-articles and e-journals from the OCLC KB and for ebooks and other digitized content but not print monographs or serials from our catalog.
-  * Database and e-book collections are managed directly in the kb.
+     - If a collection does not have records in ALEPH, such as the HathiTrust collection, we may choose to activate a collection in the kb.
-  * Search for content by provider, title or collection. For title search, add “*” to get “starts with” matches – much better for known item searches. Collection search has open access and locally created limits. All have “my holdings” limits. There is currently no way to limit to selected collections from results of one of these three searches.
+     - EBL and ebrary ebooks, both individual title purchases and DDA collections, are managed automatically in the kb between the providers and OCLC.
+  * Database collections are managed directly in the kb.
+  * Search for database content by provider or collection. For title search, add “*” to get “starts with” matches – much better for known item searches. Collection search has open access and locally created limits. Title search has format and current issue limits. All have “my holdings” limits.
   * Some collections are customizable and others are not. The little pencil on pad designates a collection from which individual titles can be selected. NOTE: if you "Select Collection" at the collection level, OCLC will continue to maintain data on the individual titles in that collection. However, if you select individual titles in the collection, these titles will not be maintained by OCLC.
   * Our holdings can be selected in a customizable collection (e.g. ebrary’s “All Perpetual Purchased and Available Titles” and Gale’s “Gale Virtual Reference Library”) in one of two ways, by going:
-     - to the collection, downloading in KBART format the titles list, marking our holdings and uploading the list again. Of course there are more details to this. See “How to select and modify collections in the knowledge base” document, [[https://www.oclc.org/signin/login?service=http%3A%2F%2Fwww.oclc.org%2Fsupport%2Fworldshare-management-services%2F|User Support Center for OCLC Worldshare Services and WorldCat Local]] under Documentation/WorldCat knowledge base..
+     - to the collection, downloading in KBART format the titles list, marking our holdings and uploading the list again. Of course there are more details to this. See “How to select and modify collections in the knowledge base” document, [[https://www.oclc.org/signin/login?service=http%3A%2F%2Fwww.oclc.org%2Fsupport%2Fworldshare-management-services%2F|User Support Center for OCLC Worldshare Services and WorldCat Local]] under Documentation/WorldCat knowledge base.
      - to the titles list in the collection and selecting "on" for individual titles. An edit icon will appear and by selecting it, you can change holdings, etc. for that title.
   * Properties can be set at the Collection (non-customizable) or Title (customizable) level. This tab is where ILL rights are noted.
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 ===== SFX File =====
-  * Use W:\WorldCat Local\SFX_Files\SFXtargetsforWCL.xlsx as a base list of SFX targets to be loaded into WCL. Or create a fresh file from the most recent ARL statistics (W:\DEPARTMENTAL_FOLDERS\Acquisitions\SFX_Project\[year]Statistics).  Do not include ebooks, free eresources, databases, LOCKSS/CLOCKSS/PORTICO, or vendors supplied by the PubGet feed.
+  * Go to SFX Admin > Export Tool > Advanced Export Queries. Fields should contain: XML, Serials, getFullTxt, SPECIFIC...., Simplified Chinese Title, Fresh export (so it will not compare file with previous export file), OCLC, with the remaining fields blank.
-  * Check this target list against an SFX export of active targets to catch new targets and target changes. Remember to check against PubGet as well; if a PubGet import is troublesome we may want to include it in the SFX load.
+  * Select targets that are NOT ebooks, free e-resources, databases or  LOCKSS/CLOCKSS/PORTICO. Compare with the most recent ARL statistics (W:\DEPARTMENTAL_FOLDERS\Acquisitions\SFX_Project\[year]Statistics).
-  * Go to SFX Admin > Export Tool > Advanced Export Profiles > Manage Profiles > E for edit. Fields should contain: WCL_export, e-journal subscriptions, XML, Serials, getFullTxt, SPECIFIC...., Simplified Chinese Title, Fresh export (so it will not compare file with previous export file), OCLC, with the remaining fields blank.
+  * Download file and move to W:\WorldCat Local\ejournal holdings. Change name of file to "HOLDINGS_1361.xml-marc"
-  * Compare the updated SFXtargetsforWCL.xlsx list with the targets listed in the right window, adding and deleting as necessary.
+  * Prepare file to send to OCLC (see W:\WorldCat Local\OCLC documentation\wckb_upload.pdf, "WorldCat knowledge base uploading guide").
-  * Download file and move to W:\WorldCat Local\ejournal holdings.
+       * Change file to zip (Using 7-Zip (hilight file, +), Archive Format=zip; Change name="DATA_1361.zip"; leave everything else as is.
-  * See W:\WorldCat Local\OCLC documentation\wckb_upload.pdf (OCLC's "WorldCat knowledge base uploading guide) for instructions on how to prepare and send file to OCLC.
-       * Change file to zip (Using 7-Zip (hilight file, +), Archive Format=zip; Name=DATA_1361; Change "Archive" to DATA; leave everything else as is.
        * Send zip file (WinSCP secure, Edit SFXtoWCL; scp.oclc.org (port 22), enter un/pw, File protocol=SFTP, Login, Find local file on left, follow xfer/wckb/in/data, copy DATA file into data folder (left to right, F5), F10 to quit.
        * Rename and save old file in W:\WorldCat Local\ejournal holdings.