OCLCAnalysisConcerns

• Can you provide in advance a flowchart which details how the records would be matched? We are not asking for the actual program code itself, but something as granular as "take subfield a in 245 field". If this fails, do such and such etc. This would help immensely when evaluating the success of the matching process.
  • CDF: We didn't ask this specifically, but I'm guessing no. They mentioned that their matching algorithm was very complex, so might not be able to (willing to) publish it.
• We are primarily interested in matching pre-1923 material. Is the probable lack of numeric matching possibilities likely to make it prohibitively difficult to achieve?
  • CDF: OCLC uses more than just ISSN/ISBN, and does many levels of string matching across titles.
  • CDF: OCLC uses fixed fields in 008 for date determination.
• What data is hidden from the view that is currently given? Seems to lack some control numbers and granularity that is there in our system records. (The dirt and grim)
  • CDF: There's more data than is displayed, but local control numbers are not included in this analysis data set.

• Can the local control numbers (if specified in a particular field per contributing institution) be included in the merged record so that we can use the resulting data in a more integrative way in our ILS.
  • CDF: Not directly from the analysis dataset itself. The analysis lists OCLC titles with holdings from libraries within the collection "group" - it's not a deduping across our titles but instead a match of our titles to OCLC master records. If any given library's holdings are not up-to-date or complete in OCLC, they will do a free batch load. That library will then need to do a Reclamation Project to pull back OCLC ids into their ILS.

• How are you going to conduct this on records without a standard classification schema or subject headings? At least two (possibly more) libraries are in this position.
  • CDF: Classifications & Subject Areas are pulled from call numbers. Call numbers are provided as part of the "Load/Reclaim" process.
• How granular can the subject analysis be to satisfy the queries of subjects (marine biology) or geographic distribution (species in South America) or ???
  • CDF: Probably not as granular as EoL would like, and we have to be prepared to say "Our data cannot answer that question."

• Will there be a way to generate a pick list for each member based on the results? Will it be sortable by format, call number, and/or other ways required by each member to generate such a list
  • CDF: No on all counts.
• Can we specify that item level and call number data is included as part of what is attached to the "matched" core record?
  • CDF: Unanswered.
• Can you deal with sites who specify MARC holdings in different ways? e.g NHM would supply them in "bounced down" MARC fields through the export (ie via a single bib record), but other sites may include multiple bib records with separate holdings sections for each bib record where there is more than one holding for the title.
  • CDF: Unanswered.

• MARCXML downloadable in bulk on complete set, subsets, and record by record
  • CDF: From analysis we can get tab-delimited text file for a record or selection of records, but it is not MARC/MARCXML.
• Hiddend data explosed to BHL Portal for potential tracking of versioning
  • CDF: No.
• Editable records that can be posted and reused by anyone anytime for any reason
  • CDF: No.
• Intent to scan - Will this record the BHL Member's "bid" on planned scanning? Or should records be extracted from this and stored elsewhere as the "intent to scan" and bidded titles?
  • CDF: We will have to rehost for "Intent to scan".
• Can the metadata be fed into the framework of the BHL Portal - live interaction? Or does it need to be harvested off OCLC and stored elsewhere to run the BHL Portal?
  • CDF: No live interaction. Metadata will have to come from individual library ILS, not OCLC. Sebastian Hammer can help with this.
• Public list of our holdings to those coming to the collection of data from outside the Biodiversity communityr?
  • CDF: No. Again, place for Sebastian Hammer to help.