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November 23, 2014
 
 
 
 
 

Operational FAQ

Operational FAQ

Latest questions at the bottom of list

Q: What is the relationship between Worldcat.org and WorldCat Local?

A: WorldCat.org and WorldCat Local (WCL) draw from the same database.  Quoting Marshall Breeding’s Library Technology Guides (June 2007):   “In order to function as the library’s local catalog, the basic WorldCat.org has been extended to interact with some of the components of the library’s local automation environment. As the interface displays items, it needs to be able to interact with the local ILS in order to display current shelf status, make requests, or perform other services expected from the library’s online catalog. As part of the pilot project, OCLC has developed interoperability with automation systems from Innovative Interfaces, SirsiDynix, and Ex Libris.”  The ability to interoperate with local systems enables these features in WCL.

Q: What will happen with our existing FirstSearch WorldCat application?

A: We will continue our FirstSearch WorldCat subscription for the foreseeable future

Q: Will OCLC be part of the ILS?

A: No, there will only be an OPAC.

Q: What happens about integrating with the ILS?

A: WCL is an OPAC only, with integration to the ILS for circulation functions and local holdings information.  Campuses can decide if they want to use this as a local OPAC in coordination with a back-end ILS.

Q: How is the relevance search returned?

A: The WorldCat.org database is searched in WCL, and the same number of results is returned from each.  However, in relevance ranking in WCL, additional weight is given to items owned by the local library or consortium.  Those items not held by the local library or consortium are given less weight and fall lower in the results display.

Q: Can you change how the relevance search returns information?  Say you want to see only Harvard records?

A: Users cannot limit a search to Harvard records.  However, once an item is selected, users can put in a Zip code using the “Libraries” tab to display a list of libraries that own that item closest to the Zip code entered (02138, for Harvard).  In addition, the approximate distance from the user’s location is noted, in the case of local libraries. This feature is usually used to find an item in close proximity to the user.

Q: Can we change how WorldCat returns the search results? Show the global first, then others?

A: While the default will be set to Libraries Worldwide (WorldCat), users will be able to choose to display local campus (e.g., UC Irvine) or University of California items first.

Q:  How many clicks for a user to see Display at Libraries?

A: After conducting a search, the user retrieves a list of search results.  The user clicks on a record.  At that point, the user selects the tab for Libraries. Two clicks.  

Q: Ranking – will we be able to limit by specific library on a campus?

A: No, that will not be possible.

Q: Will there be a way to search our local consortia (UCB RLCP, UCSD Circuit, etc.)?

A: Holdings of all other libraries that are represented in WorldCat, including consortial partners, will be included in the search retrieval. For the pilot, all of those holdings will be listed in the “WorldCat Libraries” section, after the local campus holdings and the other University of California Libraries holdings. For production, each campus can consider highlighting the holdings of a local consortium as well.

Q: Will we see detailed holdings?  Volume by volume display?

A: If the local system supplies detailed holdings, they will display. Users will also see summary holdings when provided by the local system, e.g., v.16-62 no.2 (1956-May 2003).

Q: Will we see circulation statuses?

A: Yes, circulation status will be available.

Q: Will the “Place Hold” button be visible if users cannot place a hold?

A: The Place Hold button is displayed only when library policy allows holds for the item status category. The local system will still need to verify whether the user can place a hold or not.

Q: How can the issue be handled of a user seeing “on-order” records and asking ILL to send before it is ready?

A: “On order” applies to purchases for older and replacement items as well as new items.  If Request does receive an availability status message indicating that the item is “on order” then the item will be processed in the same way the item is processed now, i.e., Request treats the item status of “on order” as “unavailable on home campus” and processes the Request for the item as an ILL.

Q: How will Request work through UC e-links?

A: Just as it does now. If an item is not available at the home library users can click on Request It via the UC-eLinks menu. 

Q: Will there be a lot of ILL requests generated through UC-eLinks for materials owned by the Affiliates?

A: This could happen, however the vast majority of Affiliated Library records currently are represented in WorldCat. We will evaluate this during the pilot.

Q: Many of the features do not apply to film (e.g. Get It)…will those show or be suppressed?  Are there dynamic displays?  Will the Get It button or other part of the screen indicate restrictions and/or availability?

A: The user interface is not dynamic, but the choices underneath are, so local policies will be in place, as they are now.

Q: Will Local Holdings Records (LHR) be in the pilot?

A: The LHR, which provide information about item-specific holdings as well as lending and reproduction policies, will not be available for interaction with the data in the pilot.

Q: Can OCLC batch load to add Local Holdings Records (LHR)?

A: Yes, OCLC can currently batch load LHR; however, WCL won’t be able to utilize them during the pilot. OCLC will be doing more development and experimentation in order to support frequent updates of this information.

Q: Will there be a link to EndNote?

A: Yes, in the full record display, under Citations, there are links to “Cite this item” (formats citations in styles for APA, Chicago, Harvard, MLA, and Turabian), “Export to EndNote”, and “Export to RefWorks”.

Q:  Where does the end user profile data reside?

A: There are 2 end user profiles. The local campus has one that is integrated with your ILS and contains user information, as it now is, and OCLC will also have one, connected to OCLC’s User Profile. At present there is no smooth communication between the two.

Q: Will Zotero be available?

A: On day one of the pilot, from the full record page there will be a Zotero visual cue in the Firefox address bar that allows import of the metadata into Zotero.

WorldCat Local currently supports COinS on all of the full record pages.
COinS <http://ocoins.info/> is a machine-readable way to expose metadata and Zotero is able to import metadata from pages that have COinS embedded.

For more information about Zotero, see http://cdlinfo.cdlib.org/blog/2007/12/18/zotero-now-works-with-melvyl-libx-browser-toolbar-updated/ .

Q: Is there a way for an individual to set their screen preferences for setup of the screen?

A: No, not at this time.

Q: Will the Amazon capability of “See more like this” be available?

A: No, but faceted browsing in WCL provides some of the same capability.

Q: At what point will you know if a digitized format is available?

A: You will see this on the results screen.

Q: A lot of times the catalog says there are digitized copies, but only the TOC is digital…will that be clearer?

A: Somewhat. On the retrieved records page, items with any information in the 856 field (indicating online resource) will display as an Internet Resource (with an icon image of a world). On the individual record page, text indicates, “Additional info: Table of contents only”.

Q: For digital object metadata, what format will be used?

A: For the pilot, we are including sample UC collections that are OAI-harvestable and with Dublin Core metadata. OCLC will probably map the Dublin Core to MARC for storage and indexing.

Q: Is there a relationship between OCLC and Google Book Search? Is OCLC Looking at Google Book Search functionality?

A: Yes, OCLC is working in partnership with Google Books.

Q: Will a mass digitized item display twice, once in the local view and again in the union view?

A: This is still being worked out.

Q: How is UW doing their assessment?

A: UW staff have been working with OCLC to conduct assessment. OCLC has a long and well-respected history of user assessment. Many of the findings at UW have been folded into later iterations of the catalog. In addition to usability testing, there are survey and feedback links on the catalog to provide comments.

Q: (comment) Looking forward to the user assessment phase, the absence of Affiliated Libraries will have an impact on this…Affiliates would have a hard time encouraging users to use it as a discovery tool during the pilot.

A: The records of the Affiliated Libraries who are OCLC contributors will display after the UC records that are in the pilot.

Q: If the pilot moves forward, who should the Affiliates talk to re: a registry?

A: This will be part of the pre-production planning.

Q: Are other campuses as affected by the problem of the UC Berkeley Affiliates not appearing?

A: UCLA is the other main campus with Affiliated Libraries.

Q: When will there be reviews in the WCL service?

A: They are scheduled for release in June 2008

Q: How does this feature work?

A:  Key capabilities:

  • WorldCat users will be able to create, maintain and delete their own reviews after they register
  • Users can select the language in which the review is written and it will be displayed in that language
  • Users may add ratings to items, using a 1-5 star scale, from poor to excellent
  • Tags can be added to items from reviews
  • Reviews are linked to a user’s account, and may be accessed from a user profile in addition to finding it from the item
  • Users will be able to evaluate reviews as being “Helpful” or “Not Helpful” (but users can’t vote on their own reviews)

Q: Will there be reviews other than those created by OCLC users?

A: Yes, in fall 2008, reviews will also be imported from Amazon.com and EMRO (Educational Media Reviews Online).  WorldCat user reviews will be displayed first, followed by reviews from EMRO & Amazon.

Q: What about inappropriate content in reviews?

A: Users may flag content that is inappropriate with a “Flag As Inappropriate” option.  Once an item is flagged, OCLC’s team is notified immediately, and they will review it and take appropriate action.  For OCLC to manually monitor every review is neither scalable nor feasible, so allowing the community to assist in this effort is the most reasonable solution.

Q: Why do some titles in non-Roman alphabets appear in green font (e.g., OCLC # 5740365)?

A: In some cases, WorldCat Local displays both non-Romanized and Romanized versions of a title and author.  Those cataloged using the language's character sets are displayed in green.

Q: Will lists created under an account (both private and/or public) be accessible even after the six month pilot period has ended?

A: WorldCat.org lists will exist as long as users keep their lists.  If they do delete lists, OCLC will direct deleted content to a page similar to this: 
http://www.worldcat.org/profiles/bobrobboy/reviews/15247

Last updated: December 14, 2012