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OCLC Support

Available data sync collections

Bibliographic collection

Ordering a bibliographic collection essentially replaces the previous Reclamation, Retrospective, or Ongoing bibliographic Batchload projects. Options within the data sync collection allow for further breakout of institutional bibliographic record requirements including the following:

  • Tags and subfields used for OCLC and Local System Number
  • Options to add or replace records in WorldCat
  • Language of Cataloging options
  • Tags related to records to be excluded from processing
  • Local Bibliographic Data to be retained
  • Enabling MARC Record Delivery (WorldCat or the Institution's records)

Essential to the process will be conversations with your Database Specialist. This will be especially significant when you are sending in your entire database of records in order to determine whether a post-process scan/delete run is required or not. In addition, interaction with the assigned Database Specialist will ensure for a complete understanding of the entire data sync process. The Database Specialist will also work in conjunction with consultative services to determine the type of data sync collection required, and any translation table details necessary for processing of Groups.

To create this collection, see Bibliographic collection.

Local Holdings Records collection

Create a Local Holdings Records data sync collection to maintain your institution's LHR information in WorldCat.

OCLC local holdings records (LHRs) are separate holdings records attached to a related WorldCat bibliographic record that provide holdings details beyond the OCLC institution symbol. Individual LHRs report holdings information for a single copy of an item. An institution may have one or many LHRs for any given bibliographic record in WorldCat.

OCLC LHRs are based on the MARC 21 Format for Holdings Data (MFHD). OCLC LHRs can be represented at Levels of Specificity 2 or above as defined by Holdings Statements for Bibliographic Items (ANSI/NISO Z39.71).

To create this collection, see Local holdings records collection.

General requirements

Requirement Description
Data standards

Records should meet standards for representation and exchange of holdings data according to MARC 21 Format for Holdings Data (MFHD).

Holdings statements should meet the standards for identification, record, and display of holdings data according to Holdings Statements for Bibliographic Items (ANSI/NISO Z39.71).

Holdings statements should use Latin alphabet abbreviations as found in Appendix B of Anglo-American Cataloguing Rules, second edition, 2002 Revision.

Single holdings record

Each holdings record sent in the set of records for a specific bibliographic record must represent the holdings data for only one copy.  Caution: Field 852 is NOT repeatable.

LHR data sync does not accept holdings data embedded in bibliographic records or process multiple holdings in one holdings record.

Complete set of holdings records

If only one holdings record in a set attached to a single bibliographic record has changed, you must send the whole set of holdings records (not just the changed record).

OCLC requires all holdings records for a bibliographic record because the LHR data sync collection software does not match individual holdings records. LHR data sync collections replace all LHRs for a bibliographic record with the whole set of holdings records sent.

Ongoing service/One-time collection

LHR data sync collections are intended to be ongoing. Regular updates are suggested, but the schedule varies according to individual needs. You may also update with a one-time collection and then maintain local holdings records (LHRs) online through the OCLC Connexion browser or WorldShare Record Manager.

Collection duration

Submitted files are automatically swept for processing once the collection has been accepted by OCLC.

Bibliographic and Local Holdings Records collection

 Note:

  • This collection type is used in special circumstances such as a migration to WorldShare Management Services.
  • Do not use this collection type if you have separate holdings records (MARC Format for Holding Data). Instead, create a Local Holdings Records collection.

Create a Bibliographic and Local Holdings Record collection if you want to build LHRs while synchronizing your Bibliographic data. LHRs will be created from information embedded in the bibliographic record. Bibliographic records will be matched or added to WorldCat and the resulting OCLC control number will be used in the LHR along with information from your bibliographic record. Work with an OCLC staff member to map information from your bibliographic records to a LHR, such as:

  • Standard item information: barcode, copy number, cost, and volume
  • Options for specific Item Location information such as call number locations, shelving locations, or defaults
  • Options for LHR item level and copy level notes
  • Preservation of 856 links in the LHR

To create this collection, see Bibliographic and local holdings records collection.

Delete WorldCat Holdings collection

Ordering a delete WorldCat holdings collection essentially replaces the previous Cancel Holdings Only project.This collection allows you to delete your holdings from specific records in WorldCat by providing MARC records. The following bibliographic information are required to complete your collection:

  • Tags and subfields used for OCLC and Local System Number
  • Language of Cataloging options

To create this collection, see Delete WorldCat holdings collection.

Delete Local Holdings Records collection

This collection allows you to delete local holdings records (LHRs) by providing the following MFHD data. The following data elements are required to complete your collection:

  • Tags and subfields used for OCLC
  • Local System Number
  • Local System Bibliographic Record Number

To create this collection, see Delete local holdings records collection.