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MINITEX/OCLC Training Session Catalog

Click on a session title to get more information (titles linked in bold have current offerings):

Advanced Searching Using Connexion Client (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This online training session will help you understand the intricacies of searching WorldCat in Connexion. This session will cover:

Connexion client is used for demonstration and in class exercises. You must have access to Connexion client while attending the course.

Who should attend?: Cataloging staff who want to become more skillful and efficient WorldCat searchers using Connexion client.

Prerequisites: Familiarity with basic searching in Connexion client. If you are new to Searching WorldCat using Connexion client, you should first attend the webinar “Basic Searching Using Connexion Client.”

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Advanced Serials Cataloging

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Advanced Serials Cataloging provides in-depth, 2-day coverage of original serials cataloging. It focuses on print serials, but the concepts are applicable to serials in any format.

Who should attend?: Those who have taken the Basic Serials Cataloging course or who have been active serial catalogers for at least a year and are familiar with the fundamentals.

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Basic Searching Using Connexion Client (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This session will give an introduction to searching WorldCat. It is intended for staff new to searching WorldCat using Connexion client. Topics covered will include:

Connexion client is used for demonstration and in class exercises. You must have access to Connexion client while attending the course.

Who should attend?: Cataloging staff new to searching WorldCat using Connexion client.

Prerequisites: None

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Basic Serials Cataloging

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This class is a 2 day training session covering the basic principles of serials cataloging for original and copy cataloging in both print and electronic formats. It will cover serials cataloging rules, MARC21 tagging, and problem-solving and decision-making related to serials.

Who should attend?: Beginning serials catalogers and technicians and monograph catalogers working with serials.

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Brief Introduction to Authorities: Authorities Series #1 (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

What are authorities and authority records? What is authority control? Why should I care? This 75 minute Webinar offers a quick and simple introduction to the concept of authorities and authority control. The session will include information on where to find authority records, a quick guide to interpreting them, and examples of how you might use them.

Who should attend?: Any technical services staff new to authorities

Prerequisites: None

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Cataloging for School Media Staff: A MOTSE Workshop

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

In this workshop, a day of face-to-face instruction on cataloging basics is paired with detailed follow-up online over a two-week period for a mini-course in cataloging designed just for school media staff.

Day 1 brings everyone together for an overview of the MARC record and the most frequent editing changes made in copy cataloging, along with an in-depth discussion on current issues including outsourcing, changing
cataloging standards, and setting priorities. This sets the stage for online follow-up using WebJunction to address issues in greater depth. Online modules will include instruction on using Dewey Decimal Classification, applying Sears subject headings, handling multiple editions, and addressing leveled materials.

This workshop is offered at no charge. Lunch and parking instructions
will be sent directly to registered attendees.

Documentation for continuing education credits will be provided upon request.

The Institute of Museum and Library Services, a Federal agency that fosters innovation, leadership and a lifetime of learning, and State Library Services & School Technology, the Minnesota State Library Agency, supports this MOTSE workshop with funding under the provisions of the Library Services and Technology Act (LSTA).

Who should attend?: This workshop will have something for everyone involved in cataloging in school media centers, from the beginner to the experienced cataloger.

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Cataloging Integrating Resources

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This new workshop from the Serials Cataloging Cooperative Training Program (SCCTP) is based on the revised chapters 9 and 12 of AACR2 and covers all integrating resources, with an emphasis on electronic resources. Instruction includes the new rules that have been added to these chapters and will provide timely guidance to monograph, serials, and electronic resource catalogers who may be responsible for cataloging them.

Sessions include:

Who should attend?: Monograph, serials, and electronic resource catalogers who may be responsible for cataloging integrating resources.

Prerequisites: A working knowledge of AACR2R and MARC21 as well as familiarity with Web resources and/or loose-leafs.

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Cataloging Internet Resources

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

One approach that some libraries are using to try to "tame the Web" is to include records for Internet resources in their online catalog. To help make this possible, this training session will provide an introduction to applying cataloging concepts, rules and guidelines to Internet resources.

Topics to be covered will include:

Prerequisites: MARC Format for Beginners and/or familiarity with MARC Format and the Anglo-American Cataloging Rules, 2nd ed., 1998 revision.

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Cataloging Options: When Full-Level Records Are Too Much (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Sometimes new items in your collection require original cataloging, but you don’t have the time or the training to create full-level records for all of them. This webinar will discuss two less than full-level cataloging options— minimal-level records and core records—that will make it easier to provide access to these items in a timely manner.

We will define minimal-level and core records, explore how they can help you, clarify when to create them, and detail what to include in such records.

Please Note: This webinar presents information on less-that-full records. It does not include step-by-step instructions for cataloging these records.

Who should attend?: Anyone who does original cataloging.

Prerequisites: Experience applying cataloging rules in original cataloging.

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Cataloging Using OCLC's Connexion Browser

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This full-day, hands-on workshop provides an overview of OCLC's browser-based cataloging interface, the Connexion Browser. The Connexion Browser is accessed via the web and does not require any special software.

Connexion Browser is most appropriate for those who only catalog on OCLC infrequently. The Browser is also the interface for local holdings maintenance as of Feb. 2006 (Please note: separate training sessions on local holdings updating using the Connexion Browser are currently offered). This session will cover the following topics:

Who should attend?: New or current staff that are interested in using a browser-based application for cataloging.

Prerequisites: There are no prerequisites but some cataloging experience is desirable.

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Cataloging Videos and DVDs

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This workshop will present an overview of the latest practices and standards for video and DVD cataloging. The workshop will focus on current OCLC/MARC21 coding and tagging for bibliographic records in these formats, the applicable AACR2 rules, and their associated LCRIs. We will also explore related topics such as evaluating cataloging copy, determining whether to input a new record into WorldCat, solving common video cataloging problems, assigning subject headings to videorecordings, and resources for cataloging videos and DVDs.

At the end of this workshop you will:

Who should attend?: Cataloging professionals and paraprofessionals who are new to AV cataloging, or those needing a refresher.

Prerequisites: Basic knowledge of MARC21 bibliographic formats and Anglo-American Cataloging Rules, 2nd ed., revised.

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Connexion Client Keeps Getting Better and Better! (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This one-hour Webinar highlights a variety of enhancements from recent versions of the OCLC Connexion Client, including 1.7, 2.0, and the newest version 2.1.

Do you know about all the new display options and navigational changes? And the OCLC supplied macros that are a cinch to use and can save you time? Did you know that genre headings can now be controlled? How about importing and exporting records in Dublin Core?

Come learn about all this and more! We’ll also cover what you need to know to upgrade to the newest version 2.1.

Who should attend?: OCLC Connexion Client users

Prerequisites: A basic knowledge of the features of Connexion Client

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Connexion Client Macros for the Absolute Beginner (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Why should you attend this webinar? Macros can help you increase your workflow by automating tasks you do every day when cataloging materials. This course is specifically tailored for catalogers who have never worked with or designed their own macros for use with OCLC’s Connexion client. You will get an overview of how macros work within OCLC’s Connexion client as well as some hands-on exercises to practice on your own time.

At the end of this 60 minute webinar, you will be more familiar with:

Who should attend?: Anyone interested in learning how to use macros when cataloging.

Prerequisites: Familiarity with editing records using OCLC’s Connexion client and interpreting the basic components of bibliographic records.

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Controlling Headings in Connexion Client (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This ninety minute online training session covers both the strengths and foibles of the control headings function in OCLC Connexion. Topics include why and when you might control headings in a bibliographic record, how to use the Control Headings window, and how the Control Headings command interacts with the OCLC Authority File.
PLEASE NOTE: This session is the same as part 2 of Using the OCLC Authority File Webinar.

Who should attend?: Cataloging staff who want to increase their knowledge of and proficiency with the OCLC Authority File.

Prerequisites: Participants should be familiar with OCLC Connexion Client and have a basic understanding of authorities and authority work. If you are new to authorities and authority work, you should first attend our Brief Introduction to Authorities Webinar.

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Creating Custom Holdings in OCLC WorldCat Resource Sharing (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

If your library is not using the Custom Holdings option within WorldCat Resource Sharing, you could be missing out on a feature that can significantly simplify the borrowing process for interlibrary loan, and save you time! Custom Holdings automatically identifies potential lenders and routes requests based on your preferred lenders.

In this webinar we will discuss ways to help you examine your borrowing patterns to prepare for setting up custom holdings for your library. We will then guide you through the steps to design, create and update multiple custom holding paths for your borrowing needs.

Who should attend?: Staff who use WorldCat Resource Sharing (OCLC ILL)

Prerequisites: Basic understanding of searching and producing ILL requests within OCLC WorldCat Resource Sharing

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Electronic Serials Cataloging

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Electronic Serials Cataloging is a day-long training session that will prepare those familiar with print serials cataloging to catalog electronic serials distributed through the Web. It covers the basic steps for creating an original record for an online serial and also describes the single record approach to serials available in both print and electronic versions.

Who should attend?: Experienced serials catalogers and those who have attended the SCCTP Basic Serials Cataloging class.

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ILL Basics Using WorldCat Resource Sharing

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This full-day, hands-on workshop provides new or current Interlibrary Loan staff with the basic elements of using WorldCat Resource Sharing. Borrowing and lending activities will be covered including:

Attendees will have time to practice sending and receiving interlibrary loan requests, and customizing settings using the administrative module.

Who should attend?: Interlibrary loan staff

Prerequisites: Basic understanding of the ILL process.

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Introducing MINITEX/OCLC Services and the Bibliographic and Technical Services Staff (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Are you a new library staff member in Minnesota, North Dakota, or South Dakota? Or perhaps you are a new library manager or director and need to learn more about support resources that are available to your staff. MINITEX staff from the Bibliographic and Technical Services (BATS) Unit will guide you through this short presentation that will cover:

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Introduction to the OCLC Connexion Client

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This full-day, hands-on workshop introduces users to the Client interface of Connexion, OCLC’s integrated library service. Connexion Client is a Windows-based interface that provides full cataloging functionality plus batch processing, offline editing, macros, and full keyboard customization.

This workshop will focus on basic copy cataloging functionality, such as searching, editing, using the online and offline save files, adding holdings to OCLC, batch processing, exporting, printing labels, and local file maintenance. There will be substantial hands-on exercises.

Who should attend?: Cataloging and acquisitions staff.

Prerequisites: There are no prerequisites but some cataloging experience is desirable.

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Introduction to Using CONTENTdm for Digital Projects

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

CONTENTdm is software used to build digital collections of images, documents, video, and audio. It provides the tools to organize, publish, manage, and search digital collections on the Web.

Designed for individuals new to using CONTENTdm software for their institution’s digital projects, this full day, hands-on workshop will provide a basic overview of CONTENTdm and its functionality. By the end of this course, participants will be able to do the following:

Who should attend?: Any library or institution staff member that currently uses, or plans to use CONTENTdm.

Prerequisites: None

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Introduction to Using OCLC Cataloging Statistics (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Have you ever wondered how many original records your library added to WorldCat, or how many records your cataloging staff enriched in the past year? You can find out how to locate these types of statistics and others from OCLC Online Product Usage Statistics (OPUS), and from the OCLC Usage Statistics Web site. This webinar will focus on how to access and interpret your cataloging related OCLC statistics. Note: This webinar will not cover CatExpress or WebDewey statistics.

Who should attend?: Staff who currently use Connexion for cataloging and Administrators responsible for preparing library statistical reports.

Prerequisites: None

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Introduction to Using OCLC Resource Sharing Statistics (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Have you ever wondered where to find statistics about the number of OCLC interlibrary loan requests you received, your fill rate, or your average turnaround time? You can find out how to locate these types of statistics and others from OCLC Online Product Usage Statistics (OPUS), and from the OCLC Usage Statistics Web site. This webinar will focus on how to access and interpret your OCLC WorldCat Resource Sharing statistics.

Who should attend?: Staff who currently use WorldCat Resource Sharing or Administrators responsible for preparing library statistical reports.

Prerequisites: None

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Introduction to WebDewey

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This workshop will present an overview of OCLC's WebDewey. The workshop will emphasize hands-on exercises in the use of the service to find and build Dewey Decimal Classification (DDC) numbers. Topics will include keyword searching, browsing, use of LC Subject Headings as entry vocabulary, and number building with Tables 1 and 2.

Who should attend?: Users of the print edition of the DDC who are considering using WebDewey as well as current users of WebDewey who want to hone their searching and classifying skills.

Prerequisites: Basic knowledge of the DDC and ability to use a web browser.

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Linking WorldCat to your Library Catalog (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Do you want to direct more people from the web to your local library? Learn more about how to set up your "deep links" in the WorldCat Services Administrative Module (formerly FirstSearch Administrative Module), so that your users, wherever they may be, can find you! Note: This tutorial only applies to institutions that have a subscription to WorldCat on FirstSearch.

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Local Holdings Maintenance in Connexion

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This all day session is designed to help library staff maintain their Local Holdings Records (LHRs) using the OCLC Connexion Browser. We'll discuss some general aspects of working with the Connexion Browser, then focus on a series of demonstrations and hands-on exercises that cover editing, creating and deleting LHRs. We'll discuss both the mechanics of updating LHRs, and the new requirements of the MARC Format for Holdings Data in OCLC.

Who should attend?: Library staff responsible for updating serial holdings in MULS/OCLC, or interested in the process of maintaining LHRs.

Prerequisites: Familiarity with the Connexion Browser - we will not be training searching skills or strategies.
Participants may also find it useful to view the OCLC Local Holdings Maintenance tutorials before this training. (See the MULS website for links.)

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MARC Format for Non-Catalogers (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

The MARC21 (Machine Readable Cataloging) Bibliographic format is the nationally-accepted standard for computerized cataloging. Using MARC21 records helps ensure that data in your automated library catalog will be compatible with other systems, catalogs and vendors.

This session will introduce the structure of the MARC record and its function in automated library catalogs. Participants will learn basic MARC terminology, the construction of MARC fields, certain crucial things to check in a MARC record, and the importance of this standard for the performance of public access catalogs.

Who should attend?: Library or systems staff who need a basic understanding of the MARC record and associated terminology.

Prerequisites: None

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MARC21 Bibliographic Format for Beginners

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

The MARC21 (Machine Readable Cataloging) Bibliographic format is the nationally-accepted standard for computerized cataloging which helps ensure that data in your automated library catalog will be compatible with other systems, catalogs and vendors.

This full-day session explains the structure of the MARC record and its importance in automated library catalogs. Participants will learn to identify components within MARC bibliographic records, to interpret fixed field coding and to apply correct variable field tagging. Emphasis will be placed primarily on books format.

This session qualifies for the Minnesota Voluntary Certification for Public Library Employees.

Who should attend?: Staff new to using OCLC or automated library catalogs.

Prerequisites: Familiarity with basic cataloging rules.

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Metadata and Digital Library Development

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This two-day workshop introduces practicing catalogers to metadata implementation considerations and processes in a digital library development context. During the course attendees explore the following topics: the uses of the digital library; digital consideration for current collections: selection and collection building; metadata considerations: access, storage, preservation and rights management; standards issues: metadata and content standards; preservation and archiving; Internet and Web technology; and planning the digital project.

This course was developed by Cataloging for the 21st Century, a collaboration of ALA's Association for Library Collections and Technical Services (ALCTS) and the Library of Congress.

Who should attend?: Practicing catalogers who want to prepare to serve as metadata specialists in digital library projects

Prerequisites: Good knowledge of cataloging

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MOTSE: Authority Control

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This MOTSE session offers a full day of intermediate level presentation, discussion, and practice in authority control.

Topics covered include:
• Multiple goals of authority control
• Rules governing authority control practice
• MARC21 authority record format
• Rules and conventions of name, subject, series, and work authority control
• System implementation
• Current issues in authority control

The session will provide participants with a thorough overview of the principles and techniques of library authority control. Ideally participants should be familiar with the content of the MOTSE Access session, which focuses specifically on selecting bibliographic entry terms and formulating headings for access. The MOTSE Authority Control session focuses on how headings and references are implemented using automated authority control systems, not on AACR2 rules for constructing headings.

Who should attend?: The Apr. 24 instance of this course is open only to MN librarians since it is supported by LSTA Grant funds through the MN State Library Services Agency.

Prerequisites: The MOTSE Access session, or experience selecting bibliographic entry terms and formulating headings.

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MOTSE: Cataloging Audio Materials

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Come and learn how to catalog those sound recordings! This workshop will focus on on descriptive cataloging, formulating access points (including uniform titles), and a brief overview of subject analysis (LCSH). A portion of the workshop will be devoted to non-musical recordings and new recording formats.

Who should attend?: The June 15 instance of this course is open only to MN librarians since it is supported by LSTA Grant funds through the MN State Library Services Agency.

Prerequisites: Catalogers should have a basic knowledge of AACR2 cataloging rules and the MARC format.

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MOTSE: Cataloging Basics - Access

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Minnesota Opportunities for Technical Services Excellence (MOTSE) offers this Description workshop as Part Two of the Cataloging Basics series:

The Access workshop covers choosing access points for a catalog record and formulating headings according to Chapters 21-26 of AACR2 and using MARC tagging. The session covers name headings for persons, places and corporate bodies, as well as cross references and authority control. Participants will learn to select, formulate and explain name and title headings used on standard catalog records, for both cataloging and searching purposes.

This session is co-sponsored by MINITEX and MELSA.

Who should attend?: Any library staff person involved in creating or editing brief or full MARC records for acquisitions or cataloging purposes.

Prerequisites: None, although the session is best taken in conjunction with Cataloging Basics - Description.

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MOTSE: Cataloging Basics - Access (for MELSA staff)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Minnesota Opportunities for Technical Services Excellence (MOTSE) offers this Description workshop as Part Two of the Cataloging Basics series:

The Access workshop covers choosing access points for a catalog record and formulating headings according to Chapters 21-26 of AACR2 and using MARC tagging. The session covers name headings for persons, places and corporate bodies, as well as cross references and authority control. Participants will learn to select, formulate and explain name and title headings used on standard catalog records, for both cataloging and searching purposes.

This session is co-sponsored by MINITEX and MELSA.

Who should attend?: Any library staff person involved in creating or editing brief or full MARC records for acquisitions or cataloging purposes.

Prerequisites: None, although the session is best taken in conjunction with Cataloging Basics - Description.

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MOTSE: Cataloging Basics - Description

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Minnesota Opportunities for Technical Services Excellence (MOTSE) offers this Description workshop as Part One of the Cataloging Basics series:

The workshop covers describing the physical aspects of a book in a MARC format bibliographic record so that a library user can identify it. AACR2 rules for description and basic MARC tagging will be presented.

This session is co-sponsored by MINITEX and MELSA.

Who should attend?: Any library staff person involved in creating or editing brief or full MARC records for acquisitions or cataloging purposes.

Prerequisites: None.

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MOTSE: Cataloging Basics - Description (for MELSA staff)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Minnesota Opportunities for Technical Services Excellence (MOTSE) offers this Description workshop as Part One of the Cataloging Basics series:

The workshop covers describing the physical aspects of a book in a MARC format bibliographic record so that a library user can identify it. AACR2 rules for description and basic MARC tagging will be presented.

This session is co-sponsored by MINITEX and MELSA.

Who should attend?: Any library staff person involved in creating or editing brief or full MARC records for acquisitions or cataloging purposes.

Prerequisites: None

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MOTSE: Cataloging Basics - Subject Access and Classification

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Minnesota Opportunities for Technical Services Excellence (MOTSE) offers this Description workshop as Part Three of the Cataloging Basics series:

The Subject Analysis workshop covers subject headings and classification. Both Sears and LC subject headings (Sears only peripherally), and Library of Congress and Dewey Decimal classification are introduced, with emphasis on the systems used by participants. In the subject heading section, participants will discuss purpose, application and structure of subject headings, MARC tagging, cross-references, and standard versus non-standard subject headings. In the classification section, participants will discuss the purpose and application of the respective scheme, structure of classification and cutter numbers, shelflist order, and MARC tagging. The workshop will include lecture, group exercises, and discussion.

This session is co-sponsored by MINITEX and MELSA.

Who should attend?: Any library staff person involved in creating or editing brief or full MARC records for cataloging purposes.

Prerequisites: None, although the session is best taken in conjunction with Cataloging Basics - Description and Access.

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MOTSE: Cataloging Basics - Subject Access and Classification (for MELSA staff)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Minnesota Opportunities for Technical Services Excellence (MOTSE) offers this Description workshop as Part Three of the Cataloging Basics series:

The Subject Analysis workshop covers subject headings and classification. Both Sears and LC subject headings (Sears only peripherally), and Library of Congress and Dewey Decimal classification are introduced, with emphasis on the systems used by participants. In the subject heading section, participants will discuss purpose, application and structure of subject headings, MARC tagging, cross-references, and standard versus non-standard subject headings. In the classification section, participants will discuss the purpose and application of the respective scheme, structure of classification and cutter numbers, shelflist order, and MARC tagging. The workshop will include lecture, group exercises, and discussion.

This session is co-sponsored by MINITEX and MELSA.

Who should attend?: Any library staff person involved in creating or editing brief or full MARC records for cataloging purposes.

Prerequisites: None, although the session is best taken in conjunction with Cataloging Basics - Description and Access.

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MOTSE: MARC21 Format for Holdings Data (for MN Librarians)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

The MARC21 Format for Holdings Data (MFHD) is a format designed to provide bibliographic resource locations, notes, and detailed descriptions of holdings of multi-part resources such as serials, as well as pattern information. The session is designed for those who are new to, or need a refresher on, MFHD.

The workshop is divided into three parts:

This course was prepared under the auspices of Minnesota Opportunities for Technical Services Excellence (MOTSE), a program offering the library community throughout Minnesota continuing education opportunities in the form of workshops and self-assessment guides covering the basics of library technical services.

The workshop will include practical exercises in establishing publication patterns according to the MARC Format for Holdings Data. The exercises will focus on materials published in regular publication patterns and will not include irregular or exceptional publication patterns.

Who should attend?: Copy and original catalogers, serials librarians, and bindery and acquisitions staff who deal with holdings information.

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NACO Training

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

The session will include a review of

• AACR2 rules for form of entry for personal, corporate, and geographical names and for uniform titles
• MARC21 for Authorities format
• NACO procedures and policies

The cost of the session is $200 for the first participant from a library and $100 for each additional participant from that library. The session will run 8:30 to 4:30 Monday through Thursday (March 17-20).

Designed for current and prospective members of the Minnesota NACO Funnel Project, the session will also be open to other NACO participants on a space-available basis.

Prospective Minnesota NACO Funnel Project participants should print out and complete the form at http://www.loc.gov/catdir/pcc/naco/funappl.html and fax it to Edward Swanson at 612-624-1186 no later than February 1. (NOTE: do not send it to the Library of Congress.) Once an application has been approved, the library will be notified with instructions for registering for the training session.

Who should attend?: Individuals from institutions that are NACO members, members of NACO Funnel projects, or that have applied for NACO Funnel participation.

Prerequisites: Experience creating name headings. Commitment to following NACO procedures and policies for contribution of name headings to the national authority file.

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OCLC Demonstration: QuestionPoint

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

QuestionPoint is a unique virtual reference service for library users. While QuestionPoint takes advantage of the Internet, it goes beyond the limitations of the Web to incorporate libraries' best reference techniques. It allows reference librarians to answer questions using all the available resources of member libraries, not just the digital ones. QuestionPoint helps manage all your reference transactions, both online and in-person. Statistical reports based on the type and level of your reference activity help you make management decisions, demonstrate trends for funding proposals, and measure user satisfaction levels.

Who should attend?: Library staff from all types of libraries and media centers are encouraged to attend.

Prerequisites: None

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Outsourcing Authority Work (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

How many times have you asked yourself: What can I stop doing without sacrificing the quality of our OPAC? Or, maybe you have recently learned about the importance of authority control but you don't have the time and/or the staff and/or the know-how to keep up with it?

Whatever your situation, you might want to consider outsourcing all or part of your authority work. In this 75 minute session, you will learn about:


Who should attend?: Catalogers and anyone responsible for the workflow of technical services operations

Prerequisites: A basic understanding of authority control

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Searching the Authority File in Connexion Client (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This ninety minute online training session presents the fundamentals of searching the OCLC Authority File using Connexion Client. Topics covered include a brief review of the MARC format for authority records, a basic understanding of each index in the OCLC Authority File, using both the search and browse functionality, and some searching tips.
Take-home exercises will give you hands-on experience and, it is hoped, reinforce what you learn in the Webinar.
PLEASE NOTE: This session is the same as part 1 of Using the OCLC Authority File Webinar.

Who should attend?: Cataloging staff who want to increase their knowledge of and proficiency with the OCLC Authority File.

Prerequisites: Participants should be familiar with OCLC Connexion Client and have a basic understanding of authorities and authority work. If you are new to authorities and authority work, you should first attend our Brief Introduction to Authorities Webinar.

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Setting Up Deflection in the OCLC ILL Policies Directory (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Do you often get interlibrary loan requests for items that you do not loan? If you are spending too much time manually declining ILL requests, find out how you can automate the process by setting up a deflection policy in the OCLC ILL Policies Directory. This 23 minute tutorial will define what deflection is and how it works with the OCLC WorldCat Resource Sharing system. The tutorial will also show you how to set up a Deflection Policy for your library.

Who should attend?: Anyone who uses OCLC WorldCat Resource Sharing for interlibrary loan.

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The International Standard Book Number . . . And How It Grew (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

The International Standard Book Number is expanding from 10 to 13 digits and OCLC has enhanced Connexion Client to accommodate this change. You're probably wondering how this expansion will affect your cataloging work. This webinar will:

Who should attend?: Catalogers using Connexion Client

Prerequisites: Familiarity with Connexion Client, MARC records, and cataloging rules.

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Tools for Original Cataloging with Connexion Client (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Do you do original bibliographic cataloging? Are you uncertain when original records are required and how to input them? This webinar will discuss criteria for creating new records and walk through Connexion Client tools that can help you work faster and more efficiently.

It will help you:

• Decide when to create new records and when to use existing ones
• Use a variety of workforms to create new records
• Derive new records by using formats and information from established records
• Use constant data and text strings to add repeated fields and information.

Also included:

• Minimal-level Cataloging
• Spell Checking
• Validation Options
• Error Reporting

Please note: This webinar will NOT cover the MARC format, AACR2, or the cataloging process.

Who should attend?: Catalogers already using Connexion Client

Prerequisites: Familiarity with OCLC Connexion Client and cataloging rules

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Using the OCLC Authority File: Authorities Series #2 (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

This online training session presents the fundamentals of using the OCLC Authority File. Topics covered include:

The Connexion Client interface is used for demonstration.

NOTE: This course is divided into two 75 minute sessions offered on two separate days. Take home exercises related to the first session will give you "hands-on" experience. Allow an extra 30 minutes after the first session to work on the take-home exercises.

Who should attend?: Cataloging staff who want to increase their knowledge of and proficiency with the OCLC Authority File.

Prerequisites: Familiarity with OCLC Connexion and a basic understanding of authorities and authority work. If you are new to authorities and authority work, you should first attend our Brief Introduction to Authorities Webinar.

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WebDewey Update (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

Did you know you can connect directly to WebDewey from the Connexion Client? Have you set up a link from WebDewey to your own OPAC so you can easily check Dewey numbers in your own catalog? Do you want an easy way to stay up-to-date with all things Dewey? Find out about these new features, plus other WebDewey enhancements and tips in this one-hour Webinar.

Who should attend?: WebDewey and Abridged WebDewey users

Prerequisites: None

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WorldCat Collection Analysis (Webinar)

Currently Offered Sessions Location Time Fee Open Seats Presenter Register
No sessions currently scheduled            

To manage your collection effectively, you need data that shows you its strengths and limitations. WorldCat Collection Analysis is an online service that allows you to analyze your own collections and compare them with peer libraries. This service enables you to:

This webinar will show participants how this service analyzes a collection's age, subject content, and interlibrary loan activity, compares a collection with other OCLC member libraries, and generates useful graphs and reports.

Who should attend?: Any library staff interested in collection development or management.

Prerequisites: None.

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