OCLC Update · 3/29/2016  · • Work with – Libraries to understand their workflow requirements...

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)

Announcing…The OCLC Community Center

http://www.oclc.org/community

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 bibchange@oclc.org)

• 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!