ICOLCOctober 4, 2001

ICOLCOctober 4, 2001

OCLC Services

PurposePurpose

• Libraries’ web-based information portal needs– Maximize consortia’s role in their

members’ use of database resources

• OCLC’s services – overview, pricing, distribution models– Roles of consortia and libraries– OCLC services through portals

Roles of libraries and consortiaRoles of libraries and consortia

• Multiple portals and interfaces across consortia and libraries

• Consortia level/individual institutions– Local system– Web page – Portal software

• Increasing importance of consortia– Multi-type, single type, local system-

based, others…

OCLC’s FocusOCLC’s Focus

• Helping consortia & libraries integrate services into their portals and workflow

• Open OCLC services– Work with portal of choice

• Package and present our services to work for/within consortia

• Develop new services• Leverage cooperation in building new

services that extend the portal– Cooperative reference– Archiving

What We’ll Cover To Illustrate Our Strategy and Actual PlansWhat We’ll Cover To Illustrate Our Strategy and Actual Plans

• WorldCat• FirstSearch

• Extend WorldCat

• Make it easier to integrate WorldCat into the library portal

• Use WorldCat to help libraries “surface” their collections and services on the Web

• Expand FirstSearch portal capabilities

• Explore possibilities for a WorldCat-based Union catalog service

Goals for WorldCat/FirstSearchGoals for WorldCat/FirstSearch

• “Discovery View” of WorldCat

• WorldCat linking program

• FirstSearch enhancements

• WorldCat Union Catalog Service

ProjectsProjects

Discovery View of WorldCat

Discovery View of WorldCat

ArticleFirstAuthorities

CORCPathfinders

Q&A

OCLC DatabasesItem-level indexing

Linked Repositories

Custom ViewsMy consortiumMy libraryMy subjectMy region

Services- Recommendations- User Evaluations- Activity-based interfaces

Remote Circ.ISO ILL

Buy itLicensedContent

Fulfillment Options

Extending WorldCat

Discovery View

Results setSort by holdings/formatCollocation

Record DisplayTOCsReviewsBiographiesCover art

Linking ServicesOPACLicensed ServicesWeb Sites

WorldCat Enhancements - 9/2001WorldCat Enhancements - 9/2001

• Evaluative Content•500,000 book cover art pieces•250,000 book summaries•76,000 book tables of contents

• Interface Upgrade•New record display •Document type icons easier to

use•All languages displayed

Search Screen with IconsSearch Screen with Icons

Document Icons and TabsDocument Icons and Tabs

Record DisplayRecord Display

Book Summary Book Summary

What’s next for WorldCat?What’s next for WorldCat?

• December 2001– More evaluative content– Scoping for small groups– Integration of the ECO/ArticleFirst dbases

• February 2002– Sort results by library holdings– Limiting by “sub-document” types

• Ongoing work– Oracle rearchitecture -- Enables full

scoping, collocation, unicode, and more . . .

WorldCat Linking Program

WorldCat Linking Program

WorldCat Linking ProgramWorldCat Linking Program

• Problem: Library collections are “invisible” in portions of the library portal and on the broader Web

• OCLC approach: Use WorldCat to connect patrons to library collections from

• Licensed services offered by the library

• Popular Web sites outside of library portals

WorldCat Linking ProgramHow it works . . . WorldCat Linking ProgramHow it works . . .

– OCLC partners with trusted third parties

• Reference service providers, search engines, local system vendors, book sellers, Web sites, etc.

– Partners link to WorldCat• Known item or subject searches

• Current partners

– Links return . . . • Metadata about the item(s)

• Holdings information for relevant libraries (generic or custom)

• Links to library catalogs and library fulfillment options

(libraries control these links!)

Item record or results list in

partner application

Find in Libraries Link

An exampleAn example

“Find at a library” link

Check Catalog

WorldCat Linking Program - StatusWorldCat Linking Program - Status

• Interface available 9/16/2001

• Alibris link enabled 10/3/2001

• Testing with additional partners

• Program available in Q1 2002

FirstSearch EnhancementsFirstSearch Enhancements

FirstSearch focusFirstSearch focus

• Interface: • Tighter integration with the library

portal• Gateway/portal services• Patron customization

• Content:• Develop WorldCat & OCLC content • Load content that is unique to OCLC• Grow Electronic Collections Online

FirstSearch as a Gateway to Library Collections

3rd PartyA&I

Periodical Full Text

OCLC Dbases

FirstSearch Databases

RemoteCirculation

ISO ILL

Document Suppliers

Article linking

Fulfillment Options

LocalHoldings

Z39.50 Databases-Point-and-click configuration for ~170 databases

Local Catalogs- OPACs as FS databases

Library Portal

FirstSearch

FirstSearch Database

Record Display

Tighter Integration with the Library PortalTighter Integration with the Library Portal• Integration with local/regional catalogs

– Display local Z39.50 holdings (Q1 2002)

– Display Z39.50 OPACs as FS databases (Q3 2002)

– Remote authentication with local patron files (TBD)

• Linking services– Linking from WorldCat to Web Booksellers

(available)

– OpenURL linking to remote services (Q4 2001)

– Article linking for non-OCLC full text (Q1 2002)

– Linking to remote ISO ILL services (TBD)

– Linking to non-FS Z39.50 dbases (TBD)

Display Z39.50 local holdingsDisplay Z39.50 local holdings

WorldCat Union Catalog Service

WorldCat Union Catalog Service

WorldCat Union Catalog SolutionWorldCat Union Catalog Solution

• Problem

– Managing regional catalogs in multi-type consortia with disparate local systems

• Hosted solutions are expensive, incomplete and difficult to manage

• Distributed solutions suffer from performance problems and tend to be incomplete

WorldCat Union Catalog SolutionWorldCat Union Catalog Solution• OCLC concept: WorldCat Union Catalog

– Would offer a hosted alternative to local installations

– Based on a “scoped” view of WorldCat

– Would integrate batchload, cataloging, ILL, “patron” catalog into single service

– Rationale: could reduce local technical burden, offer expanded service and lower costs

– Status: Under investigation

WorldCat

WorldCat Union Catalog ServiceWorldCat Union Catalog Service

Group View

Staff View Patron Access

FirstSearch Interface•Extended WorldCat

•Local catalog integration

•Z39.50 gateway•Fulfillment options

Z39.50 Client•Local systems•Other clientsoftware

LibraryView

WorldCat linking service•Web services

•Local systems

OCLC Cataloging/ Holdings maintenance

OCLC Fulfillment Services

ILL (group processing)

local system linkDigital content

Consolidated Administrative Module

Other notable projectsOther notable projects

• Web ILL• IPIG profile database• FS customization• Cooperative reference service

OCLC working with consortia…

helping libraries serve their patrons.

OCLC working with consortia…

helping libraries serve their patrons.