![](https://webarchive.library.unt.edu/eot2008/20090117011233im_/http://www.loc.gov/rr/business/images/beonlineSmallLogo.gif)
BEOnline+ Expansion Workflow
One of the challenges of working with online materials is that
traditional workflows which involve passing physical objects from
desk to desk or office to office, making notations, stapling and
inserting routing slips, etc. are no longer possible. This document
is a working outline of a workflow which relies extensively on internally
developed software, the TrackER, for communication between public
service and cataloging staff and utilizes the functionality of the
OCLC Connexion project in the selection
and cataloging of Internet resources included in this project. We
anticipate the need to amend this document as the Library of Congress
continues to develop and refine its procedures for providing bibliographic
control for selected remote Internet resources. For a chart version
of this workflow, please go to http://www.loc.gov/rr/business/beonline/wfchart.html
Guidelines for
Selection Officers/Reference Specialists
| Catgaloging Traffic Manager
Cataloger/Technician: Initial Steps ,
Final Steps | Subject Cataloger | BEOnline+ WebMaster
Selectors should also refer to the Guide for Reference
Specialists Working in Connexion for specific guidance in working
in Connexion.
Selection
- 1. Select resource in accordance
with the BEOnline+ Selection
Criteria and the LC Collection Development and Policies.
- 2. Search for the resource
in Voyager to ensure no
duplication.
- 3. Working from the LC campus,
go to Connexion http://connexion.dedip.oclc.org/
- 4. Search the Connexion SaveFile.
If the resource is not located in the Save File,
- 5. Search the Connexion Resource
Catalog. Flag any records to be added to Connexion Pathfinders.
- 6. If a record for the resource
is NOT located, enter the URL to have Connexion
automatically create a preliminary record for the resource.
- 7. If any changes are needed
in an existing LC Catalog record or if you selected/edited a non-LC
record in Connexion or created a new record in Connexion, use
the LC TrackER software to inform LC catalogers. Note: Before
submitting a resource in TrackER, use the browser Find command
to search the Total Active Submissions List under the Work Menu
to make sure the resource has not been submitted earlier by a
colleague.
After ascertaining that the resource is not already in the
system, open the Selector's Submission Form in TrackER. The
Submission Form in TrackER will ask you to supply:
- Exact title (up to the first four words of the title)
- URL of resource
- OCLC number for the record for the resource in the Connexion
Resource Catalog.
- LCCN of the Voyager Record (if applicable)
- Changes needed in the Voyager record. (if applicable)
- If applicable, main language of the site. (Default in TrackER
is English).
- If applicable, ISSN or notation that resource is an ongoing
serial with identifiable, discrete issues. such as numbered
issues.
- If applicable, LC archiving status.
- After submitting information in TrackER, that information
will either be routed to a cataloging team or to a specific
cataloger. Note that as a selector you can only update or
make changes in the information submited until a cataloging
assignment for the resource has been made. Once cataloging
work has begun for a resource, selectors can no longer update
the records they have submitted.
- 8.a. To add flagged records
to a new Pathfinder:
When you have finished searching all of the records in Connexion
for this session,
- If necessary, search the Pathfinder Constant Data File
for the correct template for the pathfinder you are creating.
Set that constant data record as as your current constant
data.
- Choose to create a new blank Pathfinder Page.
- Make any changes need in the title, pathfinder description,
and footer sections.
- Under Functions, choose "Add."
- Under Link, choose "Flagged Records." [A pop-up window
will appear asking if you want the flags cleared after inserting
the records. Choose OK] All of the records you have flagged
will automatically be inserted into the pathfinder.
- From Actions: either choose "Save Pathfinder" and set the
status (if you want to continue working on it) or choose "Add
Pathfinder," to add it to the Connexion Pathfinder database.
[Note, you can still make changes to pathfinders which you
have added to the Connexion Pathfinder Database
at any time. Such pathfinders will remain in the Pathfinder
database indefinitely unless you delete or change them. Pathfinders
added to the Pathfinder Save File, on the
other hand, will expire in 179 days, if they are not added
to the Pathfinder Database during that time.]
- If you want to have a link from an LC web page to the pathfinder
in Connexion, choose "Export Pathfinder Link," under "Actions,"
in order to get the Connexion URL for the pathfinder. Copy
the "PURL" version of the URL and give to your webpage administrator
to include on your Division web page.
- 8.b. To add your flagged
records to a Pathfinder you began previously:
When you have finished searching all of the records in Connexion
for this session,
- Open the Pathfinder in edit mode
- Go to the last entry before the point where you want the
new entries to appear.
- Under Functions, choose "Add."
- Under Link, choose "Flagged Records." [A pop-up window
will appear asking if you want the flags cleared after inserting
the records. Choose OK] All of the records you have flagged
will automatically be inserted into the pathfinder at that
point.
- From Actions: either choose "Save Pathfinder" and set the
status (if it is incomplete and you want to make additional
changes or additions to it before submitting it to the Connexion
pathfinder database) ) or choose "Add Pathfinder," to add
it to the Connexion Pathfinder database. [Note, you can still
make changes to pathfinders which you have added to the Connexion
Pathfinder Databaseat any time. Such pathfinders
will remain in the Pathfinder database indefinitely unless
you delete or change them. Pathfinders added to the Pathfinder
Save File, on the other hand, will expire in 179
days, if they are not added to the Pathfinder Database during
that time.]
- If you want to have a link from an LC web page to the pathfinder
in Connexion, choose "Export Pathfinder Link," under "Actions,"
in order to get the Connexion URL for the pathfinder. Copy
the "PURL" version of the URL and give to your webpage administrator
to include on your Division web page.
- 9. Cataloging Traffic manager
- serves as administrator for the TrackER software.
Guidelines for the Cataloger/Technician
- 10. Cataloger/Technician
- Searches Voyager before importing to ensure no duplication
- Imports resource into Voyager via OCLC Bibliographic Database.
To access OCLC Bibliographic Database via Z3950:
Log onto Voyager Cataloging
Go to tool bar and click on "record"
Under "Record" click on "Import"
Under "Import" click on "From Remote Database" and highlight
it.
This will bring up the "Remote Import Locations" Box
Scroll down to "Z3950 OCLC Bibliographic Database" and highlight
it
Click on "Connect"
this will bring up a "Non-Keyword" "Search" screen
Input the OCLC local control number in the "Search for" box
This will bring up a "Title Index" box
If this is the correct title, click on "OK" and the record will
be imported to Voyager.
- Completes descriptive or descriptive and subject cataloging
in Voyager
- Adds local fields (e.g. 906, 925, 955)
- Deletes "LNN" or "LCP" from 040 field and adds "DLC"
- Forwards record to Subject Cataloger via TrackER if subject
headings are needed.
- 11. Subject Cataloger does
subject cataloging:
- Adds personal code and date in (955) local field
- Assigns Subject Headings
- Assigns Classification and other appropriate fields
Final Steps: Additional Guidelines for the Cataloger/Technician
- 12. Cataloger/Technician
performs end processing:
- 906 field: Changes "a " subfield
- 906 field: Changes "b" subfield
- Creates or updates holdings record as needed
- Creates or updates item level record as needed
- 13. Marks submission complete
in TrackER. This action triggers an automatic email to the submitter
of the resource informing them that cataloging work is complete.
- 14. After receiving an email
from TrackER that catalog record(s) have been completed, webmaster:
creates Connexion pathfinders (as needed) to be linked from the
LC BEOnline+ web page, based on assigned subject headings and
keywords.
last updated August 12, 2003 |