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Original Non-Rare Book Cataloging Using OCLC Connexion Client

The following workflow represents the current work process in place at the UC Davis library when cataloging an original book (not rare book) using OCLC connection client. It is one of the work functions that will be converted to a native Linked Data workflow as part of the project.


  1. Librarians – Highest level of experience.
  2. Cataloging Specialist – Medium level of experience.
  3. Copy Cataloger – Lowest level of experience.
  4. Supporting systems and tools (e.g. harvesting daemon).

User Story: ”As a library cataloger I need to create a set of metadata elements in OCLC for a published book that will describe it both for managing it in the Library’s collection and making it discoverable (status and existence) by Library patrons in OCLC and replicate that bibliographic record in the local integrated library system.”

Success Metric(s)

  1. A new set of bibliographic metadata elements will be present in the OCLC Worldcat database.
  2. The new set of bibliographic metadata elements will be present and discoverable by library users of the OCLC Melvyl System.
  3. The new set of bibliographic metadata elements will be replicated locally in the ALEPH database (harvest).
  4. Associated holding and item data elements will be present and useful for the local circulation system.
  5. An authority record will be created for: (1) names created in OCLC Worldcat database (note: not all libraries will be able to create names in OCLC Worldcat-need to consider alternate process for these libraries); (2) new subject headings will be submitted as a proposal to LC.


  1. New monograph (non-rare) is delivered to cataloger.
  2. Cataloger has access to OCLC system in order to verify that no duplicate record exists.
  3. Cataloger must have access to the ILS system.
  4. Cataloger must have access to the following online resources: Cataloger’s Desktop, ClassWeb, RDA Toolkit, AACR2 (online accessed through RDA Toolkit), MARC21 for Bibliographic and authority data (OCLC website).
  5. Cataloger must knowledge of cataloging rules (AACR2 & RDA), MARC format (bibliographic & authority), classification(s) (LC & NLM, SuDoc, Caldoc), foreign language(s), local cataloging policies.

Post Conditions
Bib record and authority record are present in OCLC Worldcat database. Holdings record and item record are present in local ILS.

A new monograph is delivered to cataloger.


  1. Log in OCLC Connexion Client.
  2. Search Worldcat database to ensure no bib record exists.
  3. Open MARC template – Books Workform.
  4. Fill out fixed fields.
  5. Fill out variable fields.
  6. Perform “control headings” to link name(s), subject heading(s), uniform title(s), and/or series entry (entries) directly to exactly matching Library of Congress authority record(s), if available. If not, create authority records as needed.
  7. Release record into WorldCat database.
  8. Attach UCD’s OCLC holdings symbols to the bib record created – for ILL and discovery in Melvyl.
  9. Export the record from OCLC to Aleph.
  10. Create holdings record and item record using Macros.

Alternative Flows

User Interface Requirements
User interface for current work-flows are determined by existing software packages.


  1. This use case does not include rare book cataloging which uses a different rule and has a slightly different workflow.




BIBFLOW Bibflow Workflow Analysis