OPAC/Holdings TutorialOPAC/Holdings Tutorial

Rolande St-Gelais

DRA Information

Stockholm, August 10, 1999

August 10, 1999 2

What is OPAC/Holdings ?What is OPAC/Holdings ?

A proposed, unique, agreed-upon method to:– request– retrieve &– exchange

holdings and circulation information between implementations

August 10, 1999 3

Ultimate GoalsUltimate Goals

INTEROPERABILITY

+

CONSISTENCY

(IC)

August 10, 1999 4

BackgroundBackground

Started out in 1997 Original needs: – retrieve location and copy information– retrieve summary and detailed holdings– obtain related circulation info– obtain lending policies, reservation info

August 10, 1999 5

Background (cont..)Background (cont..)

Issues:– Multiple implemented ways to request/retrieve

holdings• Bib records• 852/9xx fields• MARC holdings records• Version-1 OPAC, Unimarc, etc.

6

Background (cont..)Background (cont..)

Issues:– Multiple data formats, different levels of details– Missing information from existing formats

(MFHL and OPAC-1)

Conclusion:– New OPAC/Holdings Schema using GRS-1

MFHL: MARC for Holdings and Locations

FOR MORE INFO...

August 10, 1999 7

O/H ComponentsO/H Components

1) Form: O/H Retrieval Mechanism

2) Content: O/H Schema

3) Outcome: O/H Profile

8

O/H Retrieval MechanismO/H Retrieval Mechanism

Specifies how to ask for and retrieve holdings from any system

Promotes one unique retrieval mechanism Makes use of GRS-1 and O/H Schema

See “The Copenhagen Proposal” at:

http://www.nlc-bnc.ca/iso/z3950/holds4.htm

FOR MORE INFO...

August 10, 1999 9

O/H SchemaO/H Schema

Generic definition of a ‘holdings record’ Provides for record segmentation Provides for holdings data indirection Includes several holdings reporting levels Each level defines extent of information

required

10

O/H Schema (cont.)O/H Schema (cont.)

Key Concepts

Site : Unique physical location within an institution

Copy : Copy of a bibliographic item

Bib unit : Distinct portion of a bib item

Phys.unit : Part of a bib unit

Piece : Circulating item

See “O/H Schema: Definitions & Examples (Draft 4)” at :

http://www.dra.com/resources/z3950/draz3950.html#ZIG

FOR MORE INFO...

August 10, 1999 11

O/H Schema (cont.)O/H Schema (cont.)

DRA NLC-BNC FCLA LC

DanZIG Stowe Computing GEAC

Collaborators & Participants

12

O/H ProfileO/H Profile

Working paper for implementors Defines behavior of origins and targets

implementing the ZIG OPAC/Holdings Retrieval Mechanism and Schema

To be completed

http://www.nlc-bnc.ca/iso/z3950/holds6.htm

FOR MORE INFO...

August 10, 1999 13

Current O/H related workCurrent O/H related work

O/H Schema Draft-4 out for final review (July 99) Definition of an O/H tagset Proposed espec-q: Ability to filter holdings data

upon retrieval Holdings attribute set: Ability to search directly

on holdings data

August 10, 1999 14

In Summary...In Summary...

Still work to do, but...

Interoperability & consistency will outweigh by far the cost of our efforts

We will have strong basis for growth (ILL, Circulation, Database Update, etc.)

August 10, 1999 15

OPAC/Holdings TutorialOPAC/Holdings Tutorial

Q & A