John HelmerExecutive Director, Orbis Cascade Alliance

Paul CappuzzelloSenior Library Services Consultant

Cheryl SnowdonWorldCat Local Product Manager

Rob RossManager, WorldCat Local Implementations

WorldCat LocalWorldCat LocalOrbis Cascade Alliance

March 14, 2009

Session overviewSession overview

• What is WorldCat Local?

• How does it differ from WorldCat Navigator?

• What is the implementation process?

• What does WorldCat Local cost

• Questions

WorldCat Local

Typical Experience from LibraryTypical Experience from Library

WorldCat Local ExperienceWorldCat Local Experience

Information Discovery at the University of OregonInformation Discovery at the University of Oregon

• Users current experience

• http://www.libraries.iub.edu/

• WorldCat Local experience

• http://www.libraries.iub.edu/index.php?pageId=7799

• http://iublibraries.worldcat.org/tools/searchboxHTML

WorldCat Local - Delivery and ContentWorldCat Local - Delivery and Content

IP Authenticated User

• Relevancy Ranking

• Up to 4 levels based on OCLC holding symbol

• Content

• Metadata included in worldcat.org

• FirstSearch databases that are subscribed by library

• Metasearched databases

• Delivery

• ILS with Smart Delivery

• Resource Sharing

• Navigator

• WCRS or ILLiad

• Full-Text Resolver

• Link to Institution Open URL resolver

Unauthenticated User

• Relevancy Ranking

• Up to 4 levels based on OCLC holding symbol

• Content

• Metadata included in worldcat.org

• Suggestion for Authentication

• Delivery

• ILS with Smart Delivery

• Resource Sharing

• Navigator or Consortial request

• Suggestion to Proxy Server for WCRS or any open URL compliant Resource Sharing system

• Full-Text Resolver

• Link to Institution Open URL resolver

BenefitsBenefits

• Single discovery experience• OCLC licensed databases directly indexed

• Other licensed databases metasearched

• Access to library holdings individual institution followed by the holdings of other Orbis Cascade members

• Access to library holdings for all WorldCat libraries

• Transparent delivery for users• Higher usage of library delivery mechanisms (local ILS,

Group Holdings and Navigator Delivery, full-text resolvers)

• Higher usage of resources (group holdings and full-text databases)

• User-centric design

User-Centric DesignUser-Centric Design

• Undergraduates, graduate students, and faculty all expect "Google-like searching where you can just type in anything" and results are ordered by relevance

• Web-like relevancy ranked results

• Advanced researchers often state that "Relevance" means that core works, highly-regarded works, come at the start of the list; undergraduates often seem to operate on this unstated assumption.

• Access to resources outside the library

• Intuitive delivery of electronic resources

• FRBR

• Multiple ILS at one level of relevancy

• Utilizing local holdings records to obtain more local data

• Detailed record redesign

• Additional Content/Metasearch

WorldCat Local Roadmap

• Configure access to FirstSearch databases you subscribe

• Additional content in WorldCat (indexing data)

• Access to your other electronic resources through meta-search functionality

• Search local and licensed collections simultaneously

• Single results set

• Library resolver delivers full-content

Expanded Access to eContent

Advanced Search with DatabasesAdvanced Search with Databases

WorldCat Navigator Group

Interface

BenefitsBenefits

• Facilitate resource sharing

• Single discovery experience

• OCLC licensed databases directly indexed along with WorldCat (databases purchased as a group)

• Meet search expectations of library patrons

Benefits to UsersBenefits to Users

• Undergraduates, graduate students, and faculty all expect "Google-like searching where you can just type in anything" and results are ordered by relevance

• Web-like relevancy ranked results• Advanced researchers often state that "Relevance"

means that core works, highly-regarded works, come at the start of the list; undergraduates often seem to operate on this unstated assumption.

• Social networking features

Navigator versus WorldCat LocalNavigator versus WorldCat Local

Navigator Group Interface

• ILS

• Clickable Real-time Availability

• Delivery (NRE and ILL)

• NRE a Format Specific

• Monograph

• Serial

• eContent

• Aritcle

• eSerial

• Mass Dig

WorldCat Local Interface

• ILS

• Real-time availability expanded for institution

• Delivery

• Local ILS place hold for locally held items with Smart Delivery

• Local circulation policies

• Local full-text resolver

• Link to Local ILL

• Content

• Metasearch

Implementation

• Goals

• High-level View of Process

• Detailed View of Process

• Resources

• Questions & Answers

Implementation Overview

• Provide you a trial WorldCat Local to examine

• Allow you to make it your own

• Be accessible to answer your questions

• Help you educate patrons about WorldCat Local

• Help you market WorldCat Local to user community

Goals of Implementation Team

The Good News

• Much of the hard work is done!

• Time consuming tasks already complete.

• Batchloading

• Indexing OCLC#s in local catalog

Thank you, Navigator!

1. Examine your WorldCat Local

2. Attend customization webinar

3. Complete customization form

4. Optional: Attend special topics webinars

5. Test your WorldCat Local

6. Submit order form

In a Nutshell

In More Detail

Examine Your WorldCat Local

• Identify what you like

• Identify what you would like to change

• Note questions

In More Detail, cont.

Attend Customization Webinar

• Learn how to customize your WorldCat Local

• Get answers to your questions

In More Detail, cont.

Complete Customization Form

• Answer questions to “localize” your WorldCat Local

• Choose your preferred fulfillment options

In More Detail, cont.

Optional: Attend Special Topics Webinars

Topics Include:

• Defining branch-level holdings?

• How can I interoperate using Z39.50?

• Free Forum Q&A

In More Detail, cont.

Test Your WorldCat Local

• Conduct searches

• Note questions

• Submit questions via Webinar or via Live Chat

In More Detail, cont.

Submit Order Form

Training, documentation, and knowledge base: http://www.oclc.org/us/en/worldcatlocal/support/default.htm

Tutorials: http://www.oclc.org/us/en/support/training/worldcatlocal/tutorial/default.htm

Vendor record licensing: http://www.oclc.org/us/en/worldcatlocal/support/vendor.htm

Customization webinar & Chat Help: http://www.oclc.org/worldcatlocal/support/welcome.htm

Resources

Pricing

Orbis Cascade Alliance WorldCat Local Pricing

Proposed Timeline for FY09 PriceProposed Timeline for FY09 Price

• January/March Kick-off meeting at ALA Midwinter & ACRL

• March One-hour group webinar identifying information needed to complete configuration; libraries gather needed information; and complete/submit web form

• April OCLC updates library configuration and sets up WorldCat Local trial

• April/May Library conducts acceptance testing and OCLC makes necessary changes

• June Library orders WorldCat Local & OCLC invoices library June 30 or July 31 depending on

whether FY09 or FY10 monies used

• July 1… Go live with WorldCat Local

Questions