Influencing Success:
Configuring the WorldCat Knowledge Base
with User Needs in Mind
Terry W. Brandsma, Information Technology Librarian
Mary Jane Conger, Head, Cataloging Department
University Libraries, UNC Greensboro
March. 14, 2014
UNC Greensboro
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Established: 1891
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Carnegie Classification:
Doctoral-granting, research-intensive institution
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FTE:18,500
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Degrees: 100 undergrad, 77 masters, 28 doctoral
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16 Research Centers and Institutes
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Joint School of Nanosciece & Nanoenginerring with
NC A&T State University
University Libraries
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2.8M+ items (books, gov docs & microforms)
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42,000+ print & e-journals
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400+ electronic databases
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30 librarians, 60 support staff
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Branches (2):
Walter Clinton Jackson Library
Harold Schiffman Music Library
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Affiliates (5):
Teaching Resources Center
Interior Architecture Library
Multicultural Resource Center Library
Media Studies Library
Dance Library
ILS History
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1990: OCLC LS2000
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1993: DRA Classic
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2005: Sirsi Unicorn/SirsiDynix Symphony
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2013: OCLC WorldShare Management
Services
Image: Langdon Public Library http://www.langdonlibrary.org/
Why We Chose WMS
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Public Catalog no longer being developed
or supported
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ILS not meeting our changing needs
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Stability for 5-10 years
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Budget crisis (>$1M cuts for 2013-2015)
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System architecture vs. product
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Cloud-based, collaboration
WorldCat Local (WCL)
Implementation
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WCL Quick-Start Hybrid: UNC Library Express (Sep 2009)
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WCL Full (Mar 2012)
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User interface options
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Registry settings
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Metasearch content
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Relevancy & scoping
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OpenURL resolution
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OPAC statuses & locations
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Full text and open access links
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ILS integration
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WorldCat knowledge base
Migration to WMS
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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
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Bib records loaded: 1,244,504
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Items migrated: 1,513,527
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Patron records loaded: 26,893
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Circ loans migrated: 22,313
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Print Serials Subscriptions: ~500
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Serials records loaded: 19,897
Migration Tips
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Data Clean up is essential
 Items
 Bib
with blank locations
records with no items
 Mismatched
items
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Communication is the Key
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Expect problems, develop workarounds
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Drive the enhancement process
WorldCat knowledge base (KB)
Implementation
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Summer 2012- first “big” library to populate it
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Collections not available
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Holdings wrong in the collections
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Add custom collections ourselves
Uses KBART files, not MARC records
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Some vendors clueless
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Streaming Media was added at the end of 2012
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Matches to WorldCat records through OCLC number
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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. Brandsma
twbrands@uncg.edu
336-256-1218
Mary Jane Conger
mjconger@uncg.edu
336-256-1377