OCLC Reference Services

Presentation to

The International Coalition of Library Consortia

October 1, 1998

Today’s Presentation

• FirstSearch and Electronic Collections Online:

– Overview and Update– The New FirstSearch– Consortial Pricing, Packaging, and Licensing

• New Directions

What is FirstSearch?

• References to tens of millions of journal articles, books, reference works, and other information

• Full text• Online • Library holdings• ILL • Document delivery

What is FirstSearch Electronic Collections Online?

• Web-based electronic journals service

• Supporting efforts of libraries in

selecting, acquiring, circulating,

managing, and archiving academic and

professional journals

FirstSearch Today

• 7 years old

• 72 databases

• 14,000 institutions world wide

• 102 consortia world wide

• Over 52 million searches FY 97/98• 40% growth over previous year

FirstSearch Benefits

• WorldCat

• Integrated resource sharing facilities

• Breadth of content - aggregation

• Integrated e-journal management and access

FirstSearch Update

• SIRS, Responsive Database Services, World Book, IAC, ATLA, Facts On File, and Softline

• New features added to FirstSearch Web

• Initial ECO integration

• French and Spanish interfaces

French interface

Spanishinterface

ECO Today

• 1 year old

• 35 publishers

• 1,600 journals under contract

• Over 1,000 online• Backfile generally begins with 1997

• Over 160,000 articles

Participating Publishers 9/98• Academic Press• Adis International• Allen Press, Inc.• American Meteorological

Society • Blackwell Science• Blackwell Publishers• British Medical Journals• Carfax• CRC Press• Current Science• Health Affairs• IChemE• IMechE • Johns Hopkins U. Press• Jossey-Bass• Kluwer• Lawrence Erlbaum

Marcel Dekker Mary Ann Liebert MIT Press Munksgaard National Research Council OSU Press Oxford University Press Plenum Publishing Rand Journal of Economics Routledge Royal Society Royal Society of Chemistry Royal Society of Medicine Sage Publications Scandinavian University Press Sigma Theta Tau Nursing Society Stockton Press Taylor and Francis

ECO Collection Diversification

27%

19%

10%

17%

6%

4%

3%

4%

3%7%

ScienceMedicineTechnologySocial SciencesPsyc/PhilLang/LitPolSciGeographyEducationOther

ECO Benefits• Archiving commitment

(http://www.oclc.org/oclc/eco/archive.htm)

• FirstSearch integration

• Title level collection management

• Publisher aggregation

• Cross-journal searching

• Cataloging records

• Detailed usage statistics

• article level

ECO Update

• Focused on academic & professional journals

• Integration with FirstSearch

• ECO A&I database

• Links to WorldCat, MEDLINE, EconLit and Social Science Abstracts

The New FirstSearch

“Innovation through Integration”

The New FirstSearch

• Leverages library investments• OCLC, Resource sharing, local systems & other• Tightly integrated full text and library/consortia holdings

• Enhanced feature set• Automated database selection and defined cross-file

searching• Thesaurus-aided searching• Relevance ranking and other

sort options

The New FirstSearch

• Sophisticated interface • Novice and Expert

• Flexible and customizable to support consortia purchasing and accessing• New authentication methods

• Extensive control at the individual library level

Consortia Pricing, Packaging, and Licensing

Consortial Pricing and Packaging

• Libraries are changing what and how they buy

• Consortia are larger and more diverse than ever

• Consortia are crossing borders

Current Consortia Pricing

• Flexible options• Per-search, subscription, and combination• Volume discounts• FTE and site based pricing

• ECO Access Account • Per journal title

• Volume discounts

• Investigating pricing models• Seeking win-win-win solutions

Reference Pricing Issues

• Complex multi-level purchasing• Group, subgroup, individual institutions

• Consortial purchasing dominates • Most information providers continue to have single institution

based approaches

• “Chicken and egg”

• Providers have no standard approach to group pricing

• Time consuming, frustrating, mixed results

• Same issues for e-journal licensing

Reference Pricing Initiatives

OCLC’s Pricing Goals for Members• Simplification

• Fairness

• Reward membership

• Supportability

• Economic viability

ECO Licensing Programs• Print Subscriber Program

• Get electronic version at no additional charge• 400 titles from 12 publishers

• Journal Licensing Program• One-stop shopping • Consolidated billing for journals and access• Includes pricing with terms & conditions

• Electronic Subscription Program• Substitute electronic for print• 700 titles from 11 publishers

Reference Licensing Initiatives

• Completing review of Principles for Licensing Electronic Resources

• OCLC intends to revise existing terms for its own content, and advocate adherence of new terms by participating database producers and publishers.

Future Directions for OCLC

Reference Services

Future Directions• Development of content and services for and with

the global membership

• Helping libraries move from print to electronic journals

• Developing publishing & archiving services for libraries and consortia

• Enhancing global resource sharing capabilities

• Increased library representation and advocacy

Cooperative Online Resource Catalog - A Research Project -

• Cooperative selection and description of new media - Web resources

• Automated resource selection

• Automated cataloging (metadata creation)

• Web page creation and management

• Linkage and metadata maintenance

• Building on InterCat & NetFirst

OCLC Electronic Archiving Pilot Programs

• Collaborative projects with libraries, museums, foundations...

• Evaluating user-paid and supplier-paid models• Interface usability testing• Leveraging FirstSearch, PresRes & TechPro

services• Investigating various technical solutions• Evaluating pricing models

OCLC Electronic Archiving Pilot Programs

Federal Depository Library Program • Joint project with GPO and NLE• Online access to ERIC Research Reports• Available to select libraries via FirstSearch

Special Collections• 10 content providers representing 8 collections• OCLC provides storage, access and some metadata• Providers include:

Library of Congress, CLIR, U-Chicago Northwestern, U-Illinois, NYPL Grand Rapids PL and others

In Summary

• Current and future services

• Pricing, packaging and licensing

• New directions for collaboration