Getting Started with OCLC Z39.50 Cataloging

How Does a Library Start Using OCLC Z39.50 Cataloging?

The steps for starting to use the OCLC Z39.50 Cataloging service are listed below. Please discuss them with your system administrator and local system vendor. If you have questions about the steps, contact OCLC or fill out an online inquiry form to request that someone contact you or send you information.

  1. OCLC membership. Become an OCLC Governing Member library with OCLC Cataloging authorizations and a Cataloging profile. If your library is already an OCLC cataloging Governing Member, you may want to consult with OCLC about your plans to use OCLC Z39.50 Cataloging.
  2. Communications method. Use one or more of the following communications methods:
    • Internet
    • OCLC Dial TCP/IP
  3. Z39.50 client. Have a local system that can function as a Z39.50 client or have other Z39.50-client software.
  4. Holdings submittal. Implement one of the following options for submitting holdings information to OCLC:<</li>
  5. Catalog cards. If you want to use OCLC Z39.50 Cataloging to produce catalog cards, implement the Extended Service Definition and establish a catalog-card profile with OCLC. For information about catalog-card profiles, contact OCLC. (You have the option of producing up to 255 catalog cards for selected items. Commands for requesting catalog cards must be processed by the local Z39.50 client.)
  6. Client configuration and testing. Configure and test your Z39.50 client for OCLC Z39.50 Cataloging. For technical information, see Z39.50 Configuration Guide for OCLC Z39.50 Cataloging.
  7. Procedures. Define the procedures that staff will follow to use OCLC Z39.50 Cataloging through your local system. For information about searching, see Searching Tips for OCLC Z39.50 Cataloging.
  8. Training. Train staff on how to use OCLC Z39.50 Cataloging.

What Are the Service Responsibilities?

The OCLC Z39.50 Cataloging service differs from many OCLC services because much of how it works and looks is controlled by the library and the library's local system. Therefore, the service responsibilities differ from other OCLC services.

OCLC responsibilities

  • Provide and support the Z39.50 server and access to it.
  • Provide information about the server to help the library and vendor configure the local Z39.50 client.
  • Provide a test server for the library and vendor to access for testing.

Library and local system vendor responsibilities

  • Provide, configure, test, and support the local system or other Z39.50 client.
  • Train staff to use the Z39.50 client.

How Does OCLC Z39.50 Cataloging Work?

The following is an overview of how OCLC Z39.50 Cataloging works. The specific procedures that a user follows are determined by the local system.

  1. The user selects OCLC Z39.50 Cataloging and enters a search.

    For information about searching, see Searching Tips for OCLC Z39.50 Cataloging.
    1. The library's client formats and submits the search request to the OCLC server.
    2. The server returns the search results to the client.
    3. The client formats and displays the search results for the user.
  2. The user selects the record(s) to view.
    1. The client submits the record(s) request to the server.
    2. The server returns the requested record(s) to the client.
    3. The client stores and displays the record(s) for the user.
  3. The user selects and edits the record for cataloging.
    1. The local system adds the record to the library's catalog.
    2. If the library has implemented the Extended Service Definition for returning holdings information to OCLC:
    • The client returns the OCLC record control number to the OCLC server.
    • The server receives the OCLC record control number, matches it to the submitting library's authorization, then adds the library's symbol to the master record in WorldCat. OCLC archives a copy of the master record for the library.

If the library has decided to use the batchloading option for returning holdings information to OCLC, the library sends a tape or file to OCLC at a later time.