OCLC Services for Consortia

Presentation to ICOLCSeptember 30, 1999

Today’s Presentation

FirstSearch UpdateConsortia Solutions

PackagingPricingLicensing

Future Directions for OCLC Services

FirstSearch Today Reference, full-text and full-image

8 years old 86 databases Over 100 million citations More than 6,300 unique full-text titles Over 6.9 million full-text articles

FirstSearch Databases by Subject

Arts/Hum

Biz/Econ12%

Consumer/People7%

General & Ref19%

Bio/Med14%

News9%

Soc Sci17%

Sci/Tech14%

8%

FirstSearch Database ProducersACXIOM Facts on File News Services PrimediaAmerican Economics Assn Gale Research Reed-ElsevierAmerican Geological Inst. H.W. Wilson Responsive Database ServicesAmerican Psychological Assn IAC RILMAmer. Theological Library Assn IEE SIRSBritish Library Information Today Sociological AbstractsCambridge Scientific ISI SoftLineChadwick-Healey Medical Data Exchange SwetScanChemical Abstracts Modern Language Assn UMICINAHL National Agriculture Library UNCOVEREBSCO National Library of Medicine U.S. GPOElsevier Science The New York Times WorldBookElsevier Science Publishing PAIS WorldScopeERIC Pierian Press

FirstSearch Today

Who is using FirstSearch? Over 14,000 libraries world wide More than 100 consortia world wide Over 65+ million searches FY98/99

30% growth over FY97/98

FirstSearch Consortia

Statewide and In-StateConsortia

Associated Colleges ofthe South Consortium

Alaska

Washington

Oregon

Idaho

Montana

Wyoming

North Dakota

South Dakota

Nevada

Utah

California

Arizona

Colorado

Nebraska

Kansas

New Mexico

@ Texas

@

Oklahoma

LA

Arkansas

* MS

*AL

*

TN *Missouri

Georgia

*FL

SC*

NC

Iowa

KY *

Illinois IN

Ohio

WV

PA

Minnesota

Wisconsin

MI

New York

Maine

VTNHMA

RICTNJ

DEMDDC

Hawaii

*@

KY

LEIAN/NMCALConsortium

Statewide Consortia

In-State Consortia

Indicates multistategroup

Guam

@

VA

International Consortia Canada

– CAUL - Council of Atlantic University Libraries– CFL - Council of Federal Libraries – COPPUL - Council of Prairie & Pacific Univ. Libraries

Korea– KERIS - Korea Education & Research Information Service

Taiwan– CONCERT - Consortium on Core Electronic Resources in

Taiwan

Australia– CAUL - Council of Australian Univ. Librarians

International Consortia New Zealand

– CONZUL - Council on New Zealand Univ. Libraries

Greece– HEAL LINK - Hellenic Academic Libraries Link

United Kingdom– CHEST - Combined Higher Education Software Team

Slovenia– IZUM - Institute of Information Science

Norway– RBT - Riksbibliotektjenesten

International Consortia

France– AUROC - Association des Utilisateurs du Reseau OCLC en

France

Israel– MALMAD - Center for Digital Information Services

South Africa– GAELIC - Gauteng And Environs Library Consortium– ELSA - Electronic Reference Libraries in Southern Africa– CALICO - Cape Library Cooperative

OCLC ECO within FirstSearch 3 years old 50 publishers - academic and professional

focus Nearly 2500 journals under contract Nearly 2000 journals online

– Over 350,000 articles– Backfile generally begins with 1997

Over 235 institutions world wide 8 consortia

OCLC ECO within FirstSearch

Enriches FirstSearch full-text/full-image content

Commitment to Archiving Title level collection management Cross-journal searching E-journal cataloging record collection sets Usage statistics at the article level

– Working with ICOLC guidelines

OCLC ECO within FirstSearch

16%

4%

21%

24%4%

5%

6%

10%

2%

3%3% 2% Science

Medicine

Technology

Social Science

Phil & PsychGeography

Humanities

Political ScienceAgriculture

Education

History

Library Science

Current ECO Publishers

• Academic Press• Adis International • Allen Press• American Management Association• American Mathematical Society• American Meteorological Society• Arnold• Baltzer Science Publishers • Blackwell Science• Blackwell Publishers• British Medical Journals• Brookings Institution Press• Cambridge University Press• Carfax• CRC Press• Current Science• Health Affairs• Humana Press• IChemE• IMechE• IOS Press• Johns Hopkins U. Press• Jossey-Bass• S. Karger AG• Kluwer• Lawrence Erlbaum

• Marcel Dekker• Mary Ann Liebert • MCB University Press• MIT Press• Munksgaard• National Research Council• OSU Press• Oxford University Press• Plenum Publishing• Policy Studies Organization• Rand Journal of Economics• Routledge• Royal Society• Royal Society of Chemistry• Royal Society of Medicine• Sage Publications• Scandinavian Univ. Press• Society For Applied Spectroscopy• Stockton Press• Swets & Zeitlinger Publishers• Taylor and Francis• Thieme Medical Publishers• University of California Press• University of Wisconsin Press• Walter de Gruyter & Co.

New FirstSearch WorldCat remains the cornerstone

Leverages library investments

Increased library visibility

Content links

Standards based

New FirstSearch Increased functionality

– Automatic database selection– Defined cross-file searching– Thesaurus aided searching – Sort options – Relevance ranking

Interface Options– Novice, advanced, expert

Increased individual library control – Buy as a group, customize at individual library– End user ILL– At the database level

New FirstSearch - Implementation

Full implementation mid-November– All databases– All current and most new functionality

New functionality in 2000– Per-article purchases from ECO – Links to detailed serials holdings – Limit searches by resource sharing groups– Creation of custom databases and topic areas

January 30, 2000 “current” FirstSearch goes away

OCLC Services for Consortia

PackagingPricing

Licensing

OCLC Services for Consortia - Packaging Consortia continue to seek packages that

reflect effective collection development– Eliminate overlap– Expand full-text and full-image resource access– Extend the reach to smaller libraries– Maximize funding

Consortia seek to maximize investments in owned collections first– Is it on our shelves?

OCLC Services for Consortia - Packaging Expanded FirstSearch full-text and full-image

– Integration of ECO and FirstSearch content– Developing unique title packages to meet specific

needs– Seeking favorable content arrangements to give

libraries economies of scale

All FirstSearch content, ECO content and library holdings linked– Highlights library’s collection first! – Library holdings linked at volume and year level

OCLC Services for Consortia - Packaging

Robust and customizable end-user ILL

Committed to standards

Investigating links to local systems

– Shelf status– Remote charge

OCLC Services for Consortia - Pricing

Consortia continue to grow and change as they evolve how and what they buy

Consortia continue to get larger and more diverse

Consortia continue to cross borders Consortia seek win/win/win

OCLC Services for Consortia - Pricing

FirstSearch pricing options– Per-search– Subscription based on FTE or site– E-journal access pricing by title

Reward OCLC membership with discounts

Reward volume purchases with discounts

OCLC Services for Consortia - Pricing ECO Content Pricing

– Print Subscriber Program• Easiest way to move to e-journals• No additional content costs if you have print • 27 publishers representing 1100 titles

– Electronic Subscription Only Program• Electronic version only• Usually less expensive than print• 700 titles from 11 publishers

– Journal Licensing Program• Content and access priced, delivered and billed from

OCLC, includes terms & conditions• Any title or publisher

OCLC Services for Consortia - Pricing Consortia purchasing dominates Complex, multi-level purchasing

– Group, sub-group, individual institutions

Information providers continue to protect revenue – “Chicken & Egg” still prevails for groups– No standard approach across information

providers

Time consuming, frustrating, mixed results

OCLC Services for Consortia - Pricing Continue to develop new pricing models

– Seeking win/win/win solutions

Where possible acquire content– PAIS

Leverage OCLC libraries and advocate for libraries – Bring attractive volumes to information providers– Lowering prices to libraries

Relevant FTE counts by discipline, by database

OCLC Services for Consortia - Pricing

OCLC’s pricing goals

– Price simplification

– Fairness in pricing

– Supportable pricing for the long-term

OCLC Services for Consortia - Licensing

Consortia need OCLC to be easier to do business with

Consortia need licensing to be simple and fair

Consortia seek consistent licensing terms across content providers

OCLC Services for Consortia - Licensing For e-journals, OCLC is working with

subscription agents and libraries to develop a single, standard set of licensing terms. OCLC will adopt these licensing terms.

For FirstSearch databases, OCLC is investigating the adoption of the ARL licensing terms.

Future Directions for

OCLC Services

Future Directions for OCLC Services OCLC exists to help libraries thrive and

remain relevant Achieved through library cooperation

– innovative services – innovative research – library education – shared commitment to furthering access to

information and reducing information costs

Future Directions for OCLC Services Diversify OCLC Reference into a library-based

cooperative for information and resource services– Develop Web-based solutions to empower

libraries to serve end-users– Extend the cooperative WorldCat resource– Cooperatively develop comprehensive

fulfillment services– Cooperatively investigate the feasibility of

providing electronic archiving

Future Directions for OCLC Services Develop Web-based solutions to empower

libraries to serve end-users – CatExpress

– YourSearch Project

– SiteSearch

Future Directions for OCLC Services

Extend the cooperative WorldCat resource– CORC (Cooperative Online Resource

Cataloging)• Blends Web and traditional librarianship• All important formats• Automatic pathfinders

– Point and link rather than load• Take advantage of common indexing and

standards• Utilize automatic Web tools

Future Directions for OCLC Services

CORC - Cooperative Online Resource Cataloging– Libraries are already working to create well-

guided access to Web resources

– Generate economies and efficiencies

– Built on InterCat, NetFirst and by libraries

Future Directions for OCLC Services CORC - Today

– 148 participating libraries so far …– Participant make-up

• 74% Academic• 10% State / National• 11% Special / Other• 3% Public libraries• 3% Library Schools • 7% Non-U.S. participation

Future Directions for OCLC Services

Cooperatively develop comprehensive fulfillment services– Enhance global resource sharing– Develop services to “get the item” regardless

of location and format – Develop open access to all information

providers (inbound/outbound)– Collectively negotiate ILL rights for e-journals– Expand ECO coverage (link when possible)– Make special collections readily available

Future Directions for OCLC Services

Cooperatively develop subject centers reflecting library and consortia needs– Build subject specific collections

• Partner, acquire, create, license or point

– Provide tools for libraries to build subject specific collections

Future Directions for OCLC Services

Cooperatively investigate feasibility of providing electronic archiving – Archive content in subject centers– E-journal archives– Special collections– Private files– Preservation

OCLC Archiving Pilot Project Results Provided Web access to 9 collections for pilot Prototyped Web interface, search engine and

image repository Evaluated near-line storage and retrieval system Challenges under investigation now

– metadata creation– metadata conversion – interface design

Develop sustainable business models

OCLC Archiving Pilot Project Irish American Advocate: 10,000 pages of newspapers from

early 1900’s

Grand Rapids Library: 1,000+ photographs from the Robinson

Collection “All American Girls Professional Baseball League

NYPL: 181 Books/27,000 pages from the Schomburg Collection

Follett and University of Illinois: 200 sketches from Motley

Collection on Shakespearean costumes and set designs

CLIR Virtual Civil War Library: 33 regimental histories from

Knox College, Museum of the Confederacy

Library of Congress: 1,000 images from the Bradley Civil War

pictures

OCLC Archiving Pilot Project

University of Chicago: 10 years runs from 2 nineteenth century journals

Northwestern University: 3 volumes of Edmond Burke’s

writings

GPO: 5,000 ERIC Research Reports