1.1 Overview
1.2 Hardware and software requirements
1.3 CatExpress home page and navigation bar
1.4 CatExpress: Action buttons
1.5 Set CatExpress options

What is CatExpress?

The OCLC Cataloging Express service provides an easy-to-use web interface for copy cataloging. Copy cataloging is selecting an existing bibliographic record from WorldCat®, adding local data to it, and then adding the record to your local catalog.

Save to Catalog attaches your OCLC institution symbol to the record in WorldCat and creates an archival record stored at OCLC. Attaching your institution symbol establishes that your institution holds the item described by the record. Use this information to determine if you hold an item. Others use this information for resource sharing activities. Each institution symbol may have several holding library codes to designate sub-collections or holdings.

OCLC creates a file of the records you catalog and makes the file available the next day. You retrieve the file from OCLC's Product Services web site and load it into your local system. You can export records directly from CatExpress to your local system, if you are profiled to do so.

You, your local system administrator and regional service provider staff work together to profile and set up CatExpress. Your regional service provider provides the authorization number. You choose your password.

Depending on your authorization type, you may have access to either: the cataloging system and CatExpress or CatExpress only.

OCLC catalog cards are not available with CatExpress.

• If you use CatExpress for a portion of your workflow, this activity is billed on a per-transaction basis, at the same rate as cataloging system activity.
• Record export. CatExpress subscribers are automatically profiled for the Electronic MARC Subscription. Holdings are set automatically upon export for CatExpress subscribers. Member libraries using CatExpress for updating holdings in WorldCat MUST have an Electronic MARC Subscription to receive records for loading into a local system.
• The Electronic MARC Subscription is optional if you are using CatExpress only to delete holdings.

If you need help accessing the system, contact your local system administrator or Internet service provider.

Click Contact for help in contacting your OCLC regional service provider or OCLC.

1.2 Hardware and software requirements

Unsupported browsers

The following browsers are not supported for use with the OCLC cataloging system:

• Opera
• AOL (America Online)
• Lynx

• Browser cache settings determine how your browser handles redisplaying Web pages you have previously viewed.
• The browser may display the page as it exists in temporary storage (the browser's cache area) or download the latest version of the page from the server.
• For best results when using the system, change your browser settings so that Web pages are refreshed each time you view them.

About cookies

• A cookie is a message a web server sends to your browser. Usually, cookies store information the server uses to manage the session. When you close your browser, cookies that remain in memory are saved to a file on your hard disk. Netscape browsers save cookies in a single file (cookies.txt); Internet Explorer saves individual text (*.txt) files in a cookies folder (locations vary with browser version and Windows version).
• The system uses cookies to update the session timer and keep track of your current screen. Because they are constantly recycled, cookies occupy negligible space in memory or on your hard disk.
• The timer function sends a cookie for each tick of the timer; each new cookie replaces the previous one. Each screen includes a small cookie in the HTTP header, but again the cookie overwrites the one sent with the previous screen.
• Security/privacy. Cookies are not required to use this system. However, some useful optional features will not work correctly if you set your browser to reject cookies. Specifically, the session countdown timer and the session timeout warning may report incorrect times. Also, without allowing cookies, you cannot save your authorization and password to avoid entering these items each time you log on. Cookies used by this system pose very little security risk because, other than the optional authorization and password (which are encrypted), no other user information is captured.
• Disk space. Monitor disk space occupied by cookies and delete them periodically if you wish. Cached web pages, rather than cookies, are likely to accumulate and use excessive disk space.

Recommended settings

• When first installed, both Microsoft Internet Explorer and Netscape browsers are set to accept all cookies.
• For best results when using the system, leave this setting unchanged.

Check your cookie settings

• Do not click again on a button or link, or repeat a shortcut keystroke, while the system is still processing an action.
• Repeating an action while the system is processing your first request actually slows completion of the requested action. The second click or keypress cancels the initial request; processing starts over from the beginning.
• The system may not respond immediately when you start a search, switch record views, or take action on a record. The specific action requested, the number of other users interacting with the server, and the speed of your Internet connection are among the factors that determine response time.
• WorldCat interactions. When your request results in a WorldCat interaction, the system ignores any repeated requests until you reload the page. This prevents added transaction charges and slowed responses that may occur if the system sends repeated commands. Note: Using the browser's Stop button while waiting for a WorldCat response may prevent the system from reactivating the requested function.

• For best results when viewing and editing records and pathfinders, and when viewing web-based resources, specify a Unicode font in your browser (font settings are found in Options or Preferences). Using a Unicode font lets you take full advantage of the system's adoption of the Unicode standard for character encoding.
• For an extensive set of diacritics and special characters, OCLC recommends that you have the Arial Unicode Microsoft font (Arial Unicode MS) installed on your workstation and specified in your browser. Microsoft provides the font with many applications, including Microsoft Office 2000, Office XP, FrontPage 2000, and Publisher 2002. The Lucida Sans Unicode font, provided with Microsoft Windows 2000 and Windows XP, has a less-complete character set but may meet your needs.
• The system currently enables display and editing of the ALA character set for bibliographic and authority records. For pathfinders, the system supports entry and display of all Unicode characters, including characters from non-Roman scripts. Future releases will expand support for non-Roman scripts.
• The system uses the UTF-8 character format to communicate with Web browsers and as its internal storage format. UTF-8 is a compact encoding of Unicode, a widely adopted standard that supports the communication of a large array of characters from the world's chief languages and scripts.
• More? Search Help for the keyword diacritics or Unicode.

Characters may be lost from longer text areas. When using Netscape browsers, any text box containing 512 or more characters loses one character per interaction with the server. (For example, you interact with the server when you take actions via the Action list, the Edit list, the View list, or the field-level Functions lists.) No characters are lost if text boxes contain 511 or fewer characters.

1.3 CatExpress home page and navigation bar

The home page is the first screen you see after you log on to CatExpress.

Home page screen

To return to the home page at any time, click Home on the header bar at the top of the screen.

Use the home page to

• Find links to CatExpress documentation, news, and other useful information.
• View OCLC message of the day.

The gray column on the right provides quick access to

• News.
• CatExpress information.
• WebDewey Information (if profiled for these services)
• Legal Information
• WorldCat Statistics
• The OCLC System Alerts page. If you have difficulties while using CatExpress, check this page for information on any known system problems.
• Product Services Web

The News area provides access to current information of interest to OCLC users. News topics include:

• General OCLC announcements
• News about specific products and services
• Release notes describing recent system updates
• Information on planned system enhancements

Access OCLC system news

• Appears at the top of all screens.
• Contains a set of tabs, one tab for each service available to you. Your authorization and/or subscriptions to specific services determine which service tabs appear.
• On each service tab, provides buttons labeled Search, and Other. Click a button for access to a frequently used function.
• On each service tab, provides menus labeled Search Options, Other Options. Open a menu to select a specific function.
• Includes a General tab that lets you set preferences to customize the navigation bar, set service-specific options, access OCLC System News, and view web-based documentation for OCLC Connexion.
• Lets you navigate by clicking a tab, a button, or a menu option.
• Can be customized to meet your needs. For example, you can hide tabs for services you rarely use, add a horizontal scroll bar, enlarge the tabs and text, or set time options.

• The header bar is the black bar at the top of each screen, above the navigation bar.
• Via links on the header bar, you can access the functions listed in the following table.

1.4 CatExpress: Action buttons

Action buttons appear across the top of the screen and have the following 3 functions:

• Navigation among all screens other than the Help, Exit, and Search screens
• Display options
• Cataloging actions

Action buttons vary, depending on the screen.

1.5 Set CatExpress options

You need to set CatExpress options only if

• You are a CatExpress subscriber.
• Or you plan to use CatExpress for a portion of your copy cataloging.

• Specify your preferred record view (MARC or Labeled).
• Specify a default call number type.
• Supply default information to streamline record editing:
  • Supply the holding library code you use most frequently.
  • Supply location information to be entered in field 852, subfield a.

• Each CatExpress authorization has one set of default options stored on the CatExpress server.
• Users who share an authorization can establish a set of defaults for use by the group.
• Users who prefer different settings can modify the defaults after logging in and then click the Use for this session only button to apply changes without affecting the group's shared settings.

• If you use CatExpress for a portion of your workflow, this activity is billed on a per-transaction basis, at the same rate as Connexion activity.

2 Search and Catalog

2.1 Basic search
2.2 Advanced search
2.3 Search results
2.4 Cataloging basics
2.5 Add local data
2.6 Add multiple location (852) fields
2.7 Print labels (CatExpress)
2.8 Export
2.9 Fix errors

2.1 CatExpress: Basic search

Use the basic search screen to search for items by standard number, keyword, or title. To search other indexes, use the Advanced search screen.

To search indexes other than the standard number, keyword, or title indexes, use the Advanced search screen.

If you type a stopword along with valid words in a search, the system ignores the stopword and processes the search. If your search includes only stopwords, you receive an error message.

The keywords (kw) search indexes personal, corporate and conference names as subjects, but not as authors.

Example. Using keywords chandler [and] napoleon [and] campaigns to search Campaigns of Napoleon by David G. Chandler results in no hits because the author's name, Chandler, does not appear in this index.

2.2 CatExpress: Advanced search

Advanced searching allows you to search more indexes and lets you search for multiple terms. Always limit your search to increase precision. All means no limit has been chosen.

Advanced search screen

If you select more than one sort option, your results are sorted by the option in the top drop-down list, then by the option in the middle one, and last by the option in the bottom one.

Enter the first letter of the name of the search key in the drop-down box. It pops up. When multiple search key names start with the same letter, press that letter key until the one you want appears.

Example: Selecting the Government Document Number index:

When you search for Dewey Decimal, Library of Congress, and National Library of Medicine call numbers, make sure to:

• Include decimal points
• Delete all other punctuation
• Delete spaces

Note: The system searches for these numbers in the subfield $a portion of the 050, 060, 082, 090, 092, 096 fields.

Example. To search for Library of Congress call number (lc) M357.4, type: m357.4

Library of Congress call number search

Everything you have typed or selected when searching is retained until you change it. This allows you to correct or refine searches.

Click Reset to clear either the last search or everything you have typed or selected.

Each search type has a 2-letter index label. You can type the label followed by a colon before your search term or use the drop-down box. Do not enter a space between the colon and the following search term. If you type the label, the system ignores the drop-down menu.

Example.nb: is the index label for the ISBN search

You must type the index labels in lowercase leters. You can type search terms in upper or lowercase letters, or a combination. Below is a list of all of the search labels for CatExpress advanced searches. Some searches are narrower than others, resulting in fewer matches. Where there are 2 labels, the narrower search appears first.

The way you search for hyphenated terms depends on the index you are searching. The table below describes how to search for hyphenated terms.

2.3 CatExpress: Search results

The search results screen will show you if you already have your holdings attached to a record.

Search results screen No search results

If a search retrieves no results, the Advanced Search screen appears so you can revise your search.

Select Sort Order from the Actions drop-down list to sort search results.
Note: Sorting is only available with results of 200 or fewer items.

CatExpress retrieval may be affected by database maintenance, as well as creation and modification of bibliographic records. If you cannot find a matching record, wait a day or 2 and try again.

The table below lists the national libraries whose records are identified by an abbreviation on the Search Results screen.

Use the following guidelines to determine if the record you are viewing matches the item that you are cataloging:

• Standard Numbers. Because standard numbers (ISBN, ISSN, LCCN) are used as unique identifiers, the presence of the same standard number on the item you are cataloging and the record you have found strongly indicates a match.
• Edition. Edition statements in titles should match. Different editions are different records. If editions do not match, the record is not a match.
• Physical description (Format). The dimensions and other physical characteristics should match. If physical description is different, the record is not a match. For example, a musical score and a sound recording are different records, even if they have the same title.
• Publishers. Publishers should match. If the title is the same and the publishers are different, the record is not a match.
• Notes. Notes often highlight distinctions among similar items. Check notes for descriptions of distinctive characteristics of an item to help determine a match.
• Library of Congress cataloging. Many libraries prefer records created by the Library of Congress. If LC appears after the title of the item on the Search Results screen, the record was created by the Library of Congress or another library participating in the Program for Cooperative Cataloging (PCC).

2.4 CatExpress: Cataloging basics

Use the Full Record screen to see whether your library holds the item

Full Record screen Determine holdings

Use the following table to decide whether your library holds the item. You cannot check the holdings of libraries other than your own.

Note: Records whose holdings have been deleted are included in your file of downloaded records. They contain a code indicating they have been deleted. For more information, see OCLC-MARC Records.

If your library is an OCLC Union List participant, you may have Local Data Records (LDRs) attached to the bibliographic record when you delete your holdings. The system deletes your LDRs as well as your holdings from the record. Follow local guidelines when deleting holdings.

All changes to Ownership (holdings) take effect and can be viewed immediately. If you make a mistake while cataloging a record (thus adding your holdings to a record), you can retrieve the record and edit it or delete your holdings at any time.

On the Full Record screen, use the following instructions to switch between the MARC and Text displays.

Note: Whichever display option you select will persist until you log off, unless you change it.

On the Catalog screen, click the field names to open a new browser window containing information on the field from OCLC Bibliographic Formats and Standards.

The data you enter on the Catalog screen is added to the information already present in the record. This means, for instance, that if the record already has a Summary Note (520) field, you do not need to re-enter the note on the Catalog screen.

If you do add a field, such as the Price (020 $c) or the Summary (520), it does not replace the field already in the record. The new field is added in addition to the existing fields.

The only field you must complete is the OCLC holding library code (049) field.

Your local system and guidelines determine whether you should edit the data on the Catalog screen or edit in your local system.

If you edit your records on your local system and have set your institution's default holding library code, you may set holdings on the record screen without going to the catalog screen by clicking Save to Catalog.

Each time you click Export only (interface users) or Save to Catalog (subscribers) the current record is added to your download export file.

Important: If Electronic MARC Subscription is the primary record delivery mechanism, export is not available.

If you have recataloged a record, another copy appears in your file of downloaded records.

After you catalog an item, you can repeat the cataloging process by clicking Basic or Advanced under Search on the Express tab.

If the record has validation errors, the Cataloging Error screen appears with validation error messages. Switching to the MARC display may help you diagnose validation errors.

Some records you find may have errors. CatExpress does not allow you to correct them. This validation process checks and allows corrections only on data that you enter on the Catalog screen. You can, however, report errors by filling out the forms below on the OCLC web site.

Worldcat Record Change Request

Worldcat Duplicate Record Merge Request

2.5 CatExpress: Add local data

Use the following techniques to add data to boxes:

• Use the mouse to place the cursor in the box to which you want to add data.
• Click the arrows on the drop-down boxes and select from the lists.
• Press <Tab> to move the cursor from box-to-box.

The system automatically displays the default OCLC holding library code (found in Administration/Preferences and based on your profile) in the data entry box labeled OCLC holding library code. Make sure this holding library code is the correct one for your workflow.

For information on setting your default holding library code, see Set CatExpress options.

For more information on holding library codes, see CatExpress: OCLC holding library code (049) field.

You can enter a Dewey call number, Library of Congress call number, a National Library of Medicine call number, or a local call number in records.

Note: Moving the cursor over the action buttons also displays help. Netscape Navigator does not display some action button help.

* Export Only only available for interface users.

2.6 CatExpress: Add multiple location (852) fields

If your local system accepts local item information in 852 fields (Location), you can use multiple 852 fields to record item information for multiple copies or volumes associated with a single record. Your local system may require a separate 852 field for each holding library code you add. Follow local guidelines.

Some or all of the Location data entry boxes may be left blank; however, you must enter a Location ($a) code if you enter data in another data entry box in 852 (Location).

You can enter a Dewey call number, Library of Congress call number, a National Library of Medicine call number, or a local call number in records.

You can use the following procedure at any time before you click Save to Catalog. If you have recataloged a record, another copy of it appears in your file of downloaded records.

For more information on the data entered in the 852 (Location) fields, see CatExpress: Location (852) field.

2.7 Print labels (CatExpress)

• The OCLC Cataloging Label Program is required to create labels from CatExpress.
  • To view, edit, and print labels for a bibliographic record, you need the latest version of the Label Program (version 1.22 or later) installed on your workstation.
  • The Label Program is a Microsoft Windows-based application that is available at no charge from the OCLC web site. You must have Microsoft Windows to use the Label Program.

The Label Program Getting Started booklet, keyboard template, FAQ, and other information are available online at the Label Program Documentation and Forms web page

2.8 CatExpress: Export

The export action produces a authorization-specific file of OCLC-MARC bibliographic records. Records are added to the file as a result of your actions during a session.

Subscribers can use either export or Electronic MARC Subscription to receive records, but not both.

Interface users can use export regardless of their MARC Subscription status.

To change your record delivery method, contact your OCLC regional service provider.

Records include all information present in the MARC record, including:

• Updated 005 (Date and Time of Latest Transaction)
• 994 (the OCLC-MARC Processing Information)
• Any user-entered information present in the edited record at the time of export, including default editing options

Export functions differ depending on whether your institution is a CatExpress subscriber or is using CatExpress as an interface option.

Logging off without taking a final action on record file will result in a system warning.

If a file remains unexported from a previous session, the system will notify you the next time you log on.

Important: There is no warning if your session times out due to inactivity.

Each time you click Save to Catalog the current record is added to your download export file.

Follow the steps below when ready to download all records in your authorization's export file.

2.9 CatExpress: Fix errors

Clicking Fix Errors does not automatically correct errors; you must manually correct them. Follow the steps below.

Few error messages appear to CatExpress users. The most common are discussed below.

3 Data Fields

3.1 OCLC holding library code (049) field
3.2 Price (020) field
3.3 Call number: class, cutter, type (09x) field
3.4 Location (852) field
3.5 Target audience, scale, source (521) field
3.6 Summary (520) field
3.7 General note (500) field
3.8 Nonpublic note (590) field
3.9 Data fields mapped to local system fields

3.1 OCLC holding library code (049) field

OCLC Holding Library Code maps to field 049 (Local Holdings) subfield $a (Holding library code) in OCLC-MARC records. Important: This is a required field.

A holding library code identifies one location within a group and/or one collection at a location. These symbols and codes are assigned when your CatExpress profile is set up. The following examples illustrate holding library codes:

Example. Your library has OCLC symbol ABC. A typical holding library code might be ABCG to identify your general collection.

Example. Your library has OCLC symbol QJTLZ. A typical holding library code might be MAIN to identify your general collection.

If you have a special collection or type of material you want to identify within your library (apart from your general collection), use another holding library code:

Example. You need to put an item in your reference collection. A typical holding library code library might be ABCR.

If you set the default holding library code in the Administration module, the system automatically displays your library's holding library code in the data entry box labeled OCLC Holding Library Code on the Catalog screen.

For more information on changing your default holding library code, see Set CatExpress options.

If you have not set your default holding library code, the system will display the default holding library code based on your OCLC profile. You must change this to the 4-character holding library code before CatExpress will let you set holdings. You may type over the holding library code in uppercase or lowercase to change it. Once set, the code will persist until you change it or end your session.

If you need to know what your holding library codes are, check with your local system administrator or regional service provider for the appropriate character(s).

The profile set up by the local system administrator and regional service provider staff determines how OCLC institution symbols and holding library codes are used by your consortia, library, and/or local system.

If you are adding multiple copies for multiple sites, you may enter multiple holding library codes. Type a comma and a space ( , ) when entering multiple holding library codes in the 049 field (holding library code) data entry box, for example: ABCG, ABCM, ABCR. Your local system may require a separate location (852) field for each holding library code you add. Follow local guidelines.

For more information on adding multiple holding library codes, see CatExpress: Add multiple location (852) fields.

An input stamp is miscellaneous information in brackets that you have typed immediately before or after the holding library code.

For specific information on what you should enter, follow local guidelines.

3.2 Price (020) field

Price maps to field 020 (International Standard Book Number) subfield $c (Terms of Availability) in OCLC-MARC records. This is an optional field.

The list price of the item. Include the appropriate currency symbol.

Note: Do not put serial price information in the Price field. If the Price field contains serial price information, the record will fail system validation.

• Price (020 $c): $5.95
• Price (020 $c): $12.00
• Price (020 $c): $7.95
• Price (020 $c): $1.95 (pbk.)

3.3 Call number: class, cutter, type (09x) field

Call number maps to one of the following depending on your selection in Type (these are optional fields):

• Field 090 (locally assigned LC-type call number) subfield $a (classification number).
• Field 092 (locally assigned Dewey call number) subfield $a (classification number).
• Field 096 (locally assigned NLM-type call number) subfield $a (classification number).
• Field 099 (local free-text call number) subfield $a (classification number).
  Note: The 099 field is for call numbers based on a unique local classification scheme or for call numbers from a standard scheme (LC, Dewey, Government Document numbers) that are irregularly formatted.

Use the drop-down list to choose the type of call number (Dewey, LC, NLM, or Local).

If a record has a class number in field 082 and you enter a Cutter number without entering a class number, CatExpress automatically transfers the call number information from field 082 to the 092 in the OCLC-MARC record you receive. You do not see this transfer happen on the screen.

Some local systems require call numbers in the 852 location field. Check with your system administrator to see if call numbers are required here in addition to being entered in the data entry boxes (090, 092, 096, 099) under the holding library code.

3.4 Location (852) field

Location maps to field 852 (Location) in OCLC-MARC records. This field may be used to record local item information. Not all library local systems can use 852 information. Confirm whether your system accepts 852 before using this field. This is an optional field.

Location information is mapped to the specific subfields in OCLC-MARC records. The following table is an example of how data fields might map to a local system:

You may leave some or all of the Location data entry boxes blank. However, if you enter data in any other data entry box in 852 (Location), then you must enter a Location ($a) code.

For specific information about what you should enter, follow local guidelines.

3.5 Target audience, scale, source (521) field

Target Audience maps to field 521 (Target Audience Note) subfield $a (Target audience note) in OCLC-MARC records. Scale maps to first indicator value (Level of Interest) in field 521 in OCLC-MARC records. Source maps to field 521 subfield $b (Source) in OCLC-MARC records. Your choice of Scale will control the indicator value in the 521 field. This is an optional field.

A note describing the target audience of the item.

The following are descriptions of the choices in the drop-down box for Scale:

The name or abbreviation of the agency or entity assigning the information.

Examples

Up to 1,879 characters or spaces in Target Audience and Source combined.

3.6 Summary (520) field

Summary maps to field 520 (Summary, Etc. Note) subfield $a (Summary, etc. note). Type maps to the first indicator value (Type) of field 520, which determines the kind of Summary Note (Summary, Etc. Note). Your choice of Type will control the indicator value in the 520 field. This is an optional field.

A summary, abstract, annotation, review, or other note. If you choose a value from the drop-down box, you do not need to type the words Summary, Review, Scope and Content, or Abstract before your note.

Type describes the type of note in field 520. The following are descriptions of the choices in the drop-down box:

Examples

Up to 1,879 characters or spaces in Target Audience and Source combined.

3.7 General note (500) field

General Note maps to field 500 (General Note) subfield $a (General Note). This is an optional field.

Enter notes for bibliographic data not present elsewhere in the record or information that is present elsewhere but must be repeated in field 500 to provide an intelligible note.

Examples

• This is part of the Johnson ecology series.
• An adaptation of the 1922 film of the same title.
• Slides with every 7th issue.
• Subtitle varies.
• Microfilm; original signed by John Hancock.

Up to 1,879 characters or spaces in Target Audience and Source combined.

3.8 Nonpublic note (590) field

Nonpublic Note maps to field 590 (Nonpublic Note) subfield $a (Nonpublic Note). This is an optional field.

Enter notes for information specific to the item in hand and needed by library staff, but which patrons do not need to know. This note does not display to the public.

Examples

• Gift of Ms. Edith Sinclair.
• Ordered from [vendor name].
• Donated by the Friends of the Library.
• Fund ID: En930704.

Up to 1,879 characters or spaces in Target Audience and Source combined.

3.9 Data fields mapped to local system fields

This page provides space for you to match your local system fields to data fields. Your local system adminrator completes the local system column.

*Information supplied by local system administrator.

4 Chapter Title

4.1 Electronic MARC Subscription Records and transaction reports

4.1 Electronic MARC Subscription Records and transaction reports

Each file is constructed from the previous day's activity, which ends at midnight, Eastern Time, USA. You can retrieve files any time of day except Sunday 2:00 am to 6:00 am (Eastern Time, USA).

Electronic MARC Subscription record files remain posted for 90 days.

Electronic MARC Subscription files removed after 90 days are archived for one year and must be retrieved by request through your network or regional service center.

OCLC offers other methods of record retrieval for these situations:

• If your library is participating in a consortium or other shared union catalog
• If your library needs an FTP method of file transfer

Contact your OCLC regional service provider for more information.

In addition to records you create, Electronic MARC Subscription records include all other records created on behalf of your institution, regardless of their source.

For example, EMS records could include records from:

• Union listing or cataloging agents
• Language Set orders
• TechPro activity
• Delete holdings transactions

Some local systems may have specific requirements for file names. Step 5 explains how to rename files if the name supplied by OCLC is incompatible with your local system. Once you have renamed your file, you can load it into your local system.

Monthly transaction reports for individual libraries and for libraries subscribing as a group are mounted each month on the Product Services Web. The reports list transactions for the current month's activity and year-to-date activity (year-to-date activity is for the subscription year, not the calendar year). Reports include 4 kinds of information:

• Setholds: The number of times your institution symbol was added to a record as a first-time use. Any usage after your first time use is not counted against your CatExpress subscription level.
• Deletes: The number of times you delete your institution symbol from a record.
• Searches: The number of searches you performed in CatExpress.
• Records Delivered: The number of records in your OCLC-MARC Subscription, including all records cataloged for the first time and subsequent times and all records that have been deleted.
  Note: If you have your records delivered to or picked up by a third party, this count may be zero.

The reports are available in both a text format and in a comma-delimited format, which can be loaded into a spreadsheet.

Note: Reports are not available for interface users.

Each month OCLC mounts your reports on Product Service Web. Reports remain available for 90 days.