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OCLC Member Forums 2015
OCLC Update
• Hear what OCLC is doing – governance, participation, products and services
• Talk to each other about what you are doing – share best practices, tips and tricks
• Tell OCLC what is happening in your world and what you need – think creatively and outside the box, and don’t be shy!
So, what are our goals for today?
A few items before we start
• Those little comment and index cards‒ Tell us! Ask us!
• #oclcforum: Tweets and photos
• oc.lc/afterparty: Keep on partying with links, photos, comments!
16,912 Member Libraries
118 countries
Collective impact: governed by member libraries
EMEA3,871
Americas11,244
Asia Pacific1,797
Your words have huge meaning to us
How you can participate? • Regional Member Forums
• OCLC Symposia
• Member Groups (User Groups/Advisory Groups)
• OCLC Community Center
• Global Council and Americas Regional Council (ARC)
OCLC Global Council• Member-driven; member-governed• Global Council – 48 delegates and 3 officers from
3 regions‒ The Americas (ARC): Canada, the U.S., Latin America, the
Caribbean‒ EMEA: Europe, Middle East, Africa‒ Asia/Pacific: Asia, Australia, New Zealand‒ President, Vice President/President-Elect, Immediate Past
President
Global Council by library type
Academic
Research
Community College
Museum/Archives
National
PublicOther (Special, School, Consortia)
Global Council
www.oclc.org/membership/councils.en.html
Global Council activities: 2015 highlights• WorldCat and Metadata Globalization: An Introduction
http://oc/lc/25AugustWebinar
• Museums and Archives Task Force
• Non-Latin Character Sets Interest Group
• Measuring the Effectiveness of Your Library: discussion and suggestions
• Meeting the Needs of the Users: discussion and suggestions
Americas Regional Council (ARC)
Jay StarrattDean of Libraries,Washington State University
Bonnie AllenDean of Library,Middle Tennessee State University
ARC Leadership FY2016
32 DelegatesCanada, the U.S., Latin America, the Caribbean
ARL, Academic, Community College, Public, Special, Museum, School, Consortia
A voice and a…
Make an IMPACT! ARC elections• 16 openings for new delegates
• Nominations closed October 26, 2015
• ARC Nominating Committee now preparing slate
• Elections: February 16 – March 29, 2016
It’s up to you!•Use your voice•Use your vote•Make an impact
WHAT’S NEW?WHAT’S CHANGED?
1971 – the very first card 2015 – the very last card
• http://www.dispatch.com/content/stories/business/2015/10/02/the-last-card.html
From…..
• Latest technology – Apache Hadoop software
– Responsive design
• More on technology, security, privacy http://www.oclc.org/technology.en.html
To… WorldShare, an open, cloud-based platform
341+million records
2.2+billion holdings
43+million digital items
14+million e-books
WorldCat quality: a community effort• OCLC Members
– Enhance program to correct/add information to WorldCat bibliographic records
– Expert community to enrich WorldCat master records
– WorldCat change requests (form or [email protected])
• OCLC Staff– Automated processes; e.g.,
Duplicate Detection and Resolution– WorldCat change requests– CIP upgrade program– VIAF administration– Program participation; e.g., PCC,
CONSER, USNP
OCLC members improve WorldCat quality
1,004,109 1,014,754
1,080,183
1,197,384
900,000
950,000
1,000,000
1,050,000
1,100,000
1,150,000
1,200,000
1,250,000
FY12 FY13 FY14 FY15
OCLC staff improves WorldCat quality
21,352,465
54,482,735
17,046,642
75,998,003
010,000,00020,000,00030,000,00040,000,00050,000,00060,000,00070,000,00080,000,000
FY12 FY13 FY14 FY15
Network of library dataCommunity-built database of 341 million items that libraries own
Database of electronic resources representing 14,047+ collections from over 5,967+ providers
Knowledge BaseVendor neutral
index of metadata for over 2,100 electronic-content collections
Central Index of electronic resources
Discovering ALL library materials – owned, licensed, open access –in one place, in an integrated result set
• 14,047+ content collections from 5,967+ providers (as of November 2015)
‒ Subscription packages‒ Title by title purchases‒ Open Access content‒ Demand Driven Acquisitions‒ Consortial versions‒ Locally defined
WorldCat Knowledge base – what’s included
Benefits of the WorldCat knowledge base
Find: Easy access and viewing – “discovery”
Manage: Budgeting, ordering, acquisition
Use: Rights management, usage statistics, link resolution
Share: Quick and easy sharing – “resource sharing”
• Combines data about your library’s electronic resources to make your collections easier to find, share, manage, use
Connect to and view full text
Share articles through ILL
Bibliographic record is located
Determines which institution has article in their collections
Determines which institution can lend it
User submits article request
Article link and information sent quickly to lender, who fulfills user’s request
Cooperatively manage electronic collections
• Members cooperatively create, share, maintain collections
knowledgebase
RESOURCE SHARING
New WorldShare ILL features• Book Club functionality: request and track multiple copies
• “Buy-it Now” integration
• “Rush” services – lenders can indicate they can supply materials in 1 or 2 days (in addition to 4, 8, 12, 16, 20 options)
• Easier navigation– When you scroll through request, heading remains viewable at top– Floating up/down buttons have been added for easier scrolling
Plus…• Original and new (cloned) requests linked to easily
review original lender string and supplier history
• WorldCat Discovery integration creates seamless ILL requesting
• Changes to OCLC ILL Fee Management (IFM) coming soon– Fees credited/debited when lender SHIPS an item
– Refund capabilities
And, just announced!• Set due date to more than 99 days in lender constant data
New ILLiad features• Version 8.6 released in May 2015
– Support for version 8.4 ended July 1, 2015
• Ability to send text message notifications– Requires setting up Twilio account
– Fee per text message; cannot use IFM to manage these charges
• Transaction statuses can have aliases on the web• Users blocked for overdues can be automatically
unblocked once they return items
FY2015 top 5 requested monograph titles at year’s end
CATALOGING
updates…Automatically maintain WorldCat holdings, deliver MARC records, and obtain reports
deletes…WorldShare Collection Manager
Register… new titles…
knowledge base
Bringing cataloging capabilities together via WorldShare Collection Manager• Already moved
– GovDoc– e-Serials Holdings– Bibliographic Record Notification– WorldCat Collection Sets
• Coming soon– WorldCat Cataloging Partners – early 2016
New features
• New look/feel of interface, based on member feedback
• Opt out of 049 field in MARC output
• Prefer to make decision to turn on (or not) WorldCatUpdates? Default setting changed to “None” for new users
Getting started
Is my collection included?
• Create new and enrich existing items in WorldCat with efficient, record-at-a-time cataloging
• Limited release – currently available to WMS users and Connexion browser “early adopters” who are testing and providing feedback
• Not ready for Connexion client users
• Will one day replace Connexion
Record Manager
• Note: Connexion end of life date has not been defined
DISCOVERY
• Helps users easily find and get resources through single search of WorldCat and authoritative e-content collections
• Makes your collections visible on popular websites, such as Google, Goodreads, Wikipedia, where many people are starting their research
• Address changing research and information needs of library users and staff
• Respond to user requests for richer discovery experience• A contemporary interface and functionality for searching
WorldCat
• Deliver access to more e-resources
Why WorldCat Discovery?
Based on member feedback…new date for end of FirstSearch: 2016
Status of transitionMore than 3,300 libraries registered
What’s new – citations, improved temp lists, translations
Customizable promotional materialsPosters • Table tents • Bookmarks
Email headers • Banner ads • Leaderboard ads
Transitioning to WorldCat Discovery
WorldShare Management Services
A cloud-based library management suite of services
Reports to understand your library’s activities; track key metrics over time• Reports
• Acquisitions, circulation, e-resources• Just added: cataloging/collections reports, including
New Title List
• WorldShare Report Designer • Takes advantage of data in WMS• Build custom reports, charts, data visualizations
OTHER PRODUCTS AND SERVICES
CONTENTdm• Implementing responsive design –
visible, discoverable, accessible from any device – “device-independent”
• Upcoming version 7.0 will be fully responsive to all device types and screen sizes
Did you know?• CONTENTdm “quick start” included at no additional
charge with WorldCat Discovery subscription
• 60-day free evaluation for new users
• Browse member collections on CONTENTdm webpage
• Quarterly Update e-newsletter, lots of training, User Support Center, office hours on 3rd Thursday of each month, Users Group Meetings
EZproxy• Version 6.1 now available
– Handles license revalidation– Displays expiration warnings differently
• Support for versions before 5.7.44 ends Dec. 31, 2015
• Ongoing recorded webinars review new releases
• Download 30-day free trial
www.stats.oclc.org
• Data analysis – Well-informed collection management decisions– Facilitate efficient use of library space– Support new institutional programs and accreditation reviews
• Peer comparisons – Single institutions– Groups of up to 50 peer libraries– Predefined groups by library type, location, specialization, etc.
For more robust analysis…WorldShare Collection Evaluation now available
ADDITIONAL PRIORITIES
Linked data:
library knowledge where it’s needed
OCLC-wide effort
OCLC RESEARCH PRODUCTMANAGEMENT
WORLDCAT & DATA
INFRASTRUCTURE
• Work with– Libraries to understand their workflow requirements as they begin
to work with linked data– The Library of Congress and BIBFRAME community to evaluate
pilot data and finalize BIBFRAME standard– Schema.org to improve standards for publishing entity data on the
Web
• Design products/services to help members register collections in WorldCat and expose library data (improve discovery) in format best suited for their needs
OCLC’s linked data commitment
• Insights gained from OCLC’s innovative work with linked data
• Available at Amazon
• YouTube recorded webinar of lessons learned
New book
Library Linked Data in the Cloud
• Challenge– Many identifiers lack statements
about relationships – How to determine that a dozen
different identifiers all represent same person
• Desired outcome– Develop way to find and identify
people using commonly used identifiers
• 7 members in pilot
Personal Entity Lookup Service Pilot
OCLC Research TAI CHI Webinar: How You Can Make the Transition from MARC to Linked Data Easier
• Learn what metadata specialists can do now to make it easier to transform text strings in MARC data into the entity – "things" we later expose as linked data that others can consume
• Recording now available
Photo: Dick van Aalst
Shared print:
“Redistributing the costs of library stewardship across a broader group of participants”
--Lorcan Dempsey, Constance Malpas, Brian Lavoie, OCLC Research “Collection Directions: Some Reflections on the Future of Library Collections and Collecting”
SCS Mission
To help libraries manage and share print monographs
74
Helping libraries manage
and share print monographs
Sustainable Collections Servicesnow part of OCLC
Individual and Group Projects• Boston College• MIT Libraries• University of Rochester• Michigan State University• Johns Hopkins University• Purdue University• McGill University• University of Saskatchewan• Iowa State University
• Eastern Academic Scholars’ Trust (EAST)
• Washington Research Library Consortium (WRLC)
• Virtual Library of Virginia (VIVA)• Academic Libraries of Indiana• Michigan Shared Print Initiative
(MI-SPI)• COPPUL SPAN
• What should be managed locally?• What should be managed “above the institution”?
• What should be managed independently?• What should be managed collaboratively?
• What data, tools and techniques do we need to manage collections under any of these scenarios?
Reasonable questions
Independent action in a collective context
• Support “above the institution” collection management
• Make the shared print workflow less labor-intensive
• Use data to support and supplement the expertise of librarians and faculty
OCLC Shared Print
Library’s bib, item and
transaction data for PRINT
MONOGRAPHS
GreenGlass: decision support for print book collections
• GreenGlass‒ Provides intelligent, efficient support for
decisions about adjusting or reducing print book collection
‒ Gathers collection management metadata (usage, holdings in other libraries) to identify retention, storage or withdrawal candidates
GreenGlass: collection visualization
Year Published Overlaid with HathiTrustStatus
GreenGlass: extended item-level display
GreenGlass: interactive queries, immediate results
Toggle between Library and Group views
GreenGlass: group functionality
Select full group or sub-
groupsGreenGlass: group functionality
GreenGlass: model builder for groups
SCS: vendor support for monographs analysisConsulting
Project Management
Tools to interact and
visualizeValue
added to data
Data
• Evidence-based approach• Adds a quantitative dimension to collections decisions• Ongoing, iterative, dynamic• Helps organize preservation of the scholarly and cultural
record• Move scarcely-held items to special collections• Data remediation• Better use of space and other resources
SCS/GreenGlass benefits
What’s new in OCLC Research?
Users StudiesData Science
Understanding the System-wide Library
Research Collections and Support
• Get updates on current projects– Wikipedia and Libraries– Entity-based Linked Data– FAST (Faceted Application of Subject Terminology)
• http://www.oclc.org/research/events/2015/06-29.html
OCLC Research Update – ALA 2015
OCLC Research Library Partnership
• Working together on projects with impact– Eliminate redundant efforts/processes
– Affect system-wide behaviors
– Create shared capacity
– Change community economics– Respond to known and shared needs– Provide opportunities for engagement
121
30
17
167 Partner institutions
Americas Europe, Middle East, and Africa Asia Pacific
Evolving Scholarly Record reports• Evolving Scholarly Record• Stewardship of the Evolving Scholarly
Record Study‒ Evolution of the scholarly record ‒ Future stewardship models for scholarly
material‒ Key implications – “conscious coordination” for
academic libraries
• Recent webinar http://oc.lc/UfrW9M
• The issue‒ Importance of/demand for ILL continues to grow‒ ILL is expensive and funding is limited‒ Decision makers need current, detailed cost information‒ Last large scale ILL cost study done in 2002
OCLC Research Works in Progress
ILL Cost Calculator
• The proposed solution‒ Web-based cost calculator tool ‒ Provide mechanisms for libraries to
gather and process their own data‒ Learn own unit costs‒ Compare to peer institution averages
• Webinar oc.lc/DYL0u9
ILL Cost Calculator
What in the WorldCat…http://www.oclc.org/research/wtworldcat.html
Searched Genres "Action and Adventure Films" and "Feature Films“ in FirstSearch
Top Action & Adventure Movies of the 80’s held in libraries
WebJunction• 2 live webinars each month (archived)
• Library-related, self-paced online courses
• Social media engagement
• Research and articles on trends in learning and libraries
• Crossroads e-newsletter
National grant-funded programs• Reaching Spanish-speakers• Sustaining rural libraries• Digital literacy and digital inclusion• Library as community space• Health Happens in Libraries• Supercharged Storytimes• Strengthening CE Content for Libraries• “Advocacy in Action” – resources (kits) to
communicate value of the library (based on Geek the Library)
See you at ALA Midwinter 2016!• Saturday
– OCLC User Community Meetings – Discovery is Great, but What about Usage?– OCLC Linked Data Roundtable
• Sunday– OCLC Update Brunch– Evolution of Shared Print Monograph Strategies
• Monday– OCLC Research Update
• Plus more!