RSA In-Person Bibload Workshop

Friday, Aug 14, 2026 | 9:30 am - 12:00 pm
  • Registration Closed
Resource Sharing Alliance (RSA)

About This Event

Cataloging staff who work at Resource Sharing Alliance (RSA) member libraries are invited to an RSA Bibload Workshop, hosted in-person at the RAILS East Peoria Service Center. 

An optional tour of the RAILS delivery hub will be offered after the workshop, conducted by Robert Morgan, RAILS East Peoria Delivery Services Manager. 

Registration for the Bibload Workshpo is accepted on a first-come, first-served basis, limited to six RSA member library staff. Please register on L2 no later than 5:00 pm on Friday, August 7, 2026.

Soon after registration has closed, the instructor will email registrants a preparation checklist with further details.

RSA will provide each registrant a training laptop with WorkFlows and OCLC Connexion Client to use during the workshop.

This workshop takes approximately 2 ½ hours to complete, with a short break around the halfway point.

Scope:

The Bibload Workshop focuses 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.

To participate in this workshop, a registrant must meet these requirements:

  • Attend the full workshop:

Friday, August 14, 2026                9:30 am - 12:00 pm

  • Basic familiarity using a mouse and keyboard, as well as the ability to clearly view a computer screen.
  • Receive written and/or verbal permission from a supervisor, Director, or administration to register for this workshop. No need to share proof of permission with RSA. The registrant – not RSA – is responsible for meeting this requirement.
  • Arrive 10-15 minutes prior to the start of the workshop.
  • Cancel registration on L2 as soon as possible if participation is no longer possible.
  • Meet all of the requirements for an RSA OCLC cataloger outlined in the RSA Bibliographic Database Standards:
    • Completion of basic WorkFlows cataloging training provided by RSA or by another staff member at the library who has previously participated in this training.
    • At least six months of experience cataloging in WorkFlows, which can be reconsidered on an individual staff member basis at the discretion of the RSA Bibliographic Services Manager in consultation with the library staff member’s supervisor.
    • Completion of the OCLC Connexion Client training modules listed further below.
    • Active subscription to the RSA Cataloging email forum.
  • 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: support@oclc.org or 1-800-848-5800.
  • Watch these three videos before the workshop to learn the basics of how to use OCLC Connexion Client:

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
Presenter
Erica Laughlin
RSA Bibliographic Services Manager