WMS KB demo & discussionDANIELA MATEI, FULLER THEOLOGICAL SEMINARY

JEFF SIEMON, FORMERLY OF FULLER THEOLOGICAL SEMINARY

How to create KB Collection that OCLC KB doesn’t have.

Title/ISBN/URLs list from vendor

Batch search ISBNs in Connexion Client

Use Batch report (or MarcEdit) to get a list

of OCLC numbers

In Excel, line up OCLC numbers with

Title/ISBN rows

Create a KBart file, and upload to a new

custom collection using WMS Collection

Manager

Title/ISBN/URLs list from vendor

Hints: Longer titles give fewer false positive matches, so include subtitle and series in the title if possible.Current match algorithm does match three word or less titles, but common titles four+ word are a problem, i.e. Introduction to Organic ChemistryBe careful of Unicode characters, and use “UTF-LE16-Unicode” upload if needed (but numbers sometimes get truncated with UTF-LE16).

Batch search ISBNs in Connexion Client Create a temporary merged column of print and electronic ISBN

numbers =IF(C2>0,C2,B2)

If you have some 10 digit ISBN numbers convert: =CONCATENATE("978",MID(RIGHT(A3,10),1,9),MOD((10-MOD(SUM(9, 21, 8, PRODUCT(MID(RIGHT(A3,10),1,1),3), MID(RIGHT(A3,10),2,1), PRODUCT(MID(RIGHT(A3,10),3,1),3), MID(RIGHT(A3,10),4,1), PRODUCT(MID(RIGHT(A3,10),5,1),3), MID(RIGHT(A3,10),6,1), PRODUCT(MID(RIGHT(A3,10),7,1),3), MID(RIGHT(A3,10),8,1), PRODUCT(MID(RIGHT(A3,10),9,1),3)),10)), 10))

Copy the Excel ISBNs, into a third column pasting value only, to get rid of the formula, then to a text document (I use notepad)

In Connexion Client, Batch search (Standard number index gets $z, so better than ISBN index; and add qualifiers such as AND mt:BKS AND mt:URL)

Often the log/report from the batch has all you need: OCLC# and ISBN and TITLE; you may not even need the MARC records.

Batch search ISBNs in Connexion Client

In Excel, line up OCLC numbers with Title/ISBN rowsFor example, move these cells down to match up IBSNs ending in 945

Create a KBart file, and upload to a new custom collection using WMS Collection Manager Create a new standard collection, and check the box for “Libraries may

select individual titles” OCLC help: http://www.oclc.org/content/dam/support/knowledge-base/kb_new.pdf

Get a fresh Kbart template from OCLC support http://www.oclc.org/support/documentation/collection-management/ kb_kbart.xlsx

Copy your worksheet columns onto the Kbart template, one column at a time.

Hint, use a unique number in the “oclc_entry_id”, either repeat the OCLC number, or use the Excel row number; this is required so ”Libraries may select individual titles”

WorldCat “view now” has link to a wrong, but similar, eBook title

WorldCat “view now” has link to a wrong, but similar, eBook title

Find wrong title in WorldCat, and in Collection Manager

Add the subtitle or Series to the Title, and ISBN in Collection Manager (This should retain the link to both the eBook and print version)

OR if that doesn’t work add the Author or Publisher (this will make a unique link to the eBook only, by OCLC number or ISBN number).

Jonathan Edwards's writings : text, context, interpretation / Stephen J Stein. Bloomington : Indiana University Press, ©1996. OCLC# 42922606 ISBN: 9780585102634

WorldCat “view now” has link to a wrong, but similar, eBook title

No series, and no more subtitle, so I added the title of the first essay in this book, in this case. 505 $t Bride of Christ and signs…

WorldCat “view now” has link to a wrong, but similar, eBook title

The original problem book, no longer matches the false positive for the 1996 book.(Fuller does have the correct book in two collections)

Suggestions:

For learning, listen in (Lurk) during the weekly KB office hours, Tuesdays 9am – 10:30 am (Pacific time) https://www.oclc.org/support/services/collection-manager.en.html (scroll to bottom)

When you add (expensive) eBooks or eJournals; make sure the print OCLC bib record (020 $z) has the e-Resource ISBN or ISSN (Use metadata manager or Connexion to add and replace the bib record if you add the e-ISBN/ISSN. Then, when students find the print, they would see that your library also has the e-version. (At this point KB overwrites cooperatively shared ISBN/ISSN additions, when the vendor upload new data, I think.)

Discussion -- Possible topics1. Is KB grouping wrong OCLC numbers in some title records?

Would manual editing of grouped OCLC number help?

2. Metadata issues: bad data from vendor: e.g. volume/issue number missing. – How might libraries, and vendors and OCLC improve this data?

3. Is it a user issue if there happens to be two “view now” links to the same e-Resource (say from two vendors)?Would it help to have an enhancement to order the display of collections in WCL/Discovery? (we can order the display of vendors, but not collections)

4. How can old LHR links be deleted or suppresses?

5. What is happening with indexing delays, or re-indexing needs, or no holdings showing up in WCL/Discovery?

6. How can journal article linking be improved?

7. Are records for Book Reviews cluttering up searches for eBooks?

8. What is going on when a vendor has a different number of titles in a collection?

Grouped OCLC number slide

Grouped OCLC number slide

Example:Search for “Theological Bible Commentary http://fuller.worldcat.org/oclc/810931688 brings up three View eBook links

The first link is false, sending users to wrong book

Traced the issue on “wrong” Grouped OCN’s. See screenshot: http://screencast.com/t/Yb2OyePGbR

How are OCNs grouped?

While we report and OCLC fixes specific titles, how is this issue being addressed globally?

What is going on when a vendor has a different number of titles in a collection?

Download the Kbart file, and a list of ISBNs/titles from a vendor, and compare.

Excel formula=IF(COUNTIF($E$1:$E$905,A2)>0,"FOUND","NOT FOUND")

NEED Screen SHOT

How can old LHR links be deleted or suppresses?

If you want to preserve the links, you can you extract LHRs to build KB collection (see next slide for details)

Contact OCLC support, and they can suppress “view now” links from LHRs.

How do you extract LHRs to build KB collections?

Order offline product: tab-delimited text file of library’s local holdingshttp://www.oclc.org/content/dam/support/local-holdings/documentation/offlineproduct/lhm_offlineproduct_quickref.pdf

Extract records containing 856 links, using Excel

Build your KBart file

Upload as a new standard collection and test

Fuller also turned off LHR’s display in Service Configuration (initially we found a bug in OCLC but it was recently fixed)

Sample LHR file from OCLC

Sample KB collection from LHRs