Bibload Workshop

Please watch the RSA email groups and Library Learning for announcements of upcoming RSA Bibload Workshop workshops.

Intended audience:

• Cataloging staff who meet all of the requirements listed further below and are not currently using OCLC Connexion Client.
• Cataloging staff who meet all of the requirements listed further below and are currently using OCLC Connexion Client but need a refresher. Each RSA Bibload Workshop discusses the same content – no need to attend more than one unless you need a refresher.

Depending on demand, RSA may prioritize registrations for cataloging staff who are not currently using Client. Registrants who currently use the Client and need a refresher may be asked to register for a future workshop.

Location:

Zoom

The workshop is not recorded for later viewing.

Scope:

This workshop will focus on how to use OCLC Connexion Client to make bibliographic records usable for RSA, including how to add library-specific call number/item information to the records, export them from the Client in the correct format, and load them into WorkFlows so they are visible in the RSAcat.

Any registrant not already using an individually named WorkFlows account to catalog at the OCLC level will receive one at the time of the workshop.

This workshop will NOT discuss:

• How to install OCLC Connexion Client or WorkFlows onto a computer
• How to configure default settings in OCLC Connexion Client, besides those for export
• How to use OCLC Connexion Client to search for bibliographic records
• How to verify an OCLC record is a match for an item in need of cataloging
• How to edit existing OCLC records to improve or correct the bibliographic description
• How to create new bibliographic records in OCLC (i.e., original cataloging)
• How to manually update and delete library holdings from OCLC records

Registration:

• Staff must register on Library Learning (L2).
• Staff must cancel their registration on L2 or contact the RSA Help Desk as soon as possible if they are no longer able to attend.
• Registration closes one week before the start of the workshop to allow adequate preparation time.   
• Registration is accepted on a first-come, first-served basis, limited to eight RSA member library staff.
• More than one staff member from the same library are allowed to attend.  
• The instructor will email registrants the Zoom access link and a preparation checklist soon after registration closes.
• Please read the requirements below carefully before registering. Begin working on the video requirements as soon as possible after registering to ensure adequate time to complete them before the workshop. RSA has experienced last-minute cancellations for this workshop, likely caused by registrants lacking time to finish the video requirements.

Registration requirements:

• Meet all of the OCLC cataloging requirements in the Core Competencies for Cataloging Staff at RSA Member Libraries:
  • Completion of the basic WorkFlows cataloging workshop provided by RSA or internally at the registrant’s library.
  • At least six months of cataloging experience. Exception to this requirement is considered on an individual basis by the RSA Cataloging & Database Supervisor in consultation with the registrant’s supervisor.
  • Active subscription to the RSA email groups and routine monitoring for cataloging-related information.

• Receive permission from a supervisor, Director, or administration to register. No need to share permission with RSA.   
• A functional web cam or borrow one from RSA. Please indicate during registration, using the free-text notes field, if an RSA web cam is necessary.
• Reliable internet connection.
• WorkFlows downloaded on the computer before the workshop. Download WorkFlows here. Contact the RSA Help Desk for assistance: or 1-866-940-4083.
• OCLC Connexion Client 3.1 downloaded on the computer before the workshop. Download the Client here. Contact OCLC Support for assistance: or 1-800-848-5800.
• OCLC Connexion authorization and password for the registrant’s library ready at the time of the workshop. Contact OCLC Support if the authorization or password is unknown: or 1-800-848-5800.
• Completion of these four modules before the workshop to learn how to use OCLC Connexion Client:
  • Module 1 – WorldCat, MARC, and client basics (120 minutes)
  • Module 2 – Basic bibliographic searching (107 minutes)
  • Module 3 – Basic editing and record processing (95 minutes)
  • Module 4 – Save files, file management, and batch processing (100 minutes)
  • Begin working on these video requirements as soon as possible after registering to ensure adequate time to complete them before the workshop.
• Prior to the start of the workshop, the registrant will save in their OCLC Connexion Client local save file 3 records for items in need of cataloging at their library. These 3 records can describe items not already cataloged in WorkFlows or items already cataloged as brief records. Saving these 3 records in advance is important because the workshop will not discuss search strategies. The registrant will use the 3 records during the workshop for hands-on practice adding call number/item information, exporting, and loading into WorkFlows.
• Prior to the start of the workshop, the registrant will assign an item ID and call number to each of the 3 items with records in the OCLC Connexion Client local save file.
• Log into Zoom to ensure a successful connection 15 minutes prior to the start of the workshop