OCLC Member Forums OCLC Update

Transcription

1 OCLC Member Forums 2015 OCLC Update

2 So, what are our goals for today? 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!

3 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!

4 Collective impact: governed by member libraries 16,912 Member Libraries 118 countries

5 Americas 11,244 Asia Pacific 1,797 EMEA 3,871

6 Your words have huge meaning to us

7 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)

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9 Announcing The OCLC Community Center

10 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

11 Global Council by library type Public Other (Special, School, Consortia) National Museum/Archives Academic Community College Research

12 Global Council

13 Global Council activities: 2015 highlights WorldCat and Metadata Globalization: An Introduction 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

14 Americas Regional Council (ARC) ARC Leadership FY2016 Jay Starratt Dean of Libraries, Washington State University Bonnie Allen Dean of Library, Middle Tennessee State University 32 Delegates Canada, the U.S., Latin America, the Caribbean ARL, Academic, Community College, Public, Special, Museum, School, Consortia

15 A voice and a

16 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

17 It s up to you! Use your voice Use your vote Make an impact

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19 WHAT S NEW? WHAT S CHANGED?

20 1971 the very first card 2015 the very last card business/2015/10/02/the-last-card.html

21 From..

22 To WorldShare, an open, cloud-based platform Latest technology Apache Hadoop software Responsive design More on technology, security, privacy

23 341+ million records 2.2+ billion holdings 43+ million digital items 14+ million e-books

24 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

25 OCLC members improve WorldCat quality 1,250,000 1,197,384 1,200,000 1,150,000 1,080,183 1,100,000 1,050,000 1,004,109 1,014,754 1,000, , ,000 FY12 FY13 FY14 FY15

26 OCLC staff improves WorldCat quality 80,000,000 75,998,003 70,000,000 60,000,000 54,482,735 50,000,000 40,000,000 30,000,000 20,000,000 21,352,465 17,046,642 10,000,000 0 FY12 FY13 FY14 FY15

27 Network of library data Community-built database of 341 million items that libraries own Discovering ALL library materials owned, licensed, open access in one place, in an integrated result set Vendor neutral index of metadata for over 2,100 electronic-content collections Central Index of electronic resources Knowledge Base Database of electronic resources representing 14,047+ collections from over 5,967+ providers

28 WorldCat Knowledge base what s included 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

29 Benefits of the WorldCat knowledge base Combines data about your library s electronic resources to make your collections easier to find, share, manage, use Find: Easy access and viewing discovery Share: Quick and easy sharing resource sharing Manage: Budgeting, ordering, acquisition Use: Rights management, usage statistics, link resolution

30 Connect to and view full text

31 Share articles through ILL User submits article request Bibliographic record is located Determines which institution has article in their collections Determines which institution can lend it Article link and information sent quickly to lender, who fulfills user s request

32 Cooperatively manage electronic collections knowledge base Members cooperatively create, share, maintain collections

33 RESOURCE SHARING

34 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

35 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

36 And, just announced! Set due date to more than 99 days in lender constant data

37 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

38 FY2015 top 5 requested monograph titles at year s end

39 CATALOGING

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41 WorldShare Collection Manager Register new titles updates deletes Automatically maintain WorldCat holdings, deliver MARC records, and obtain reports knowledge base

42 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

43 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) WorldCat Updates? Default setting changed to None for new users

44 Getting started

45 Is my collection included?

46 Record Manager 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 Note: Connexion end of life date has not been defined

47 DISCOVERY

48 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

49 Why WorldCat Discovery? 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

50 Based on member feedback new date for end of FirstSearch: 2016

51 Status of transition More than 3,300 libraries registered

52 What s new citations, improved temp lists, translations

53 Customizable promotional materials Posters Table tents Bookmarks headers Banner ads Leaderboard ads

54 Transitioning to WorldCat Discovery

55 WorldShare Management Services A cloud-based library management suite of services

56 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

57 OTHER PRODUCTS AND SERVICES

58 CONTENTdm Implementing responsive design visible, discoverable, accessible from any device deviceindependent Upcoming version 7.0 will be fully responsive to all device types and screen sizes

59 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 3 rd Thursday of each month, Users Group Meetings

60 EZproxy Version 6.1 now available Handles license revalidation Displays expiration warnings differently Support for versions before ends Dec. 31, 2015 Ongoing recorded webinars review new releases Download 30-day free trial

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64 For more robust analysis WorldShare Collection Evaluation now available 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.

65 ADDITIONAL PRIORITIES

66 Linked data: library knowledge where it s needed

67 OCLC-wide effort OCLC RESEARCH PRODUCT MANAGEMENT WORLDCAT & DATA INFRASTRUCTURE

68 OCLC s linked data commitment 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

69 New book Library Linked Data in the Cloud Insights gained from OCLC s innovative work with linked data Available at Amazon YouTube recorded webinar of lessons learned

70 Personal Entity Lookup Service Pilot 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

71 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

72 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 Photo: Dick van Aalst

73 SCS Mission Helping libraries manage and share print monographs To help libraries manage and share print monographs 74 Sustainable Collections Services now part of OCLC

74 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

75 Reasonable questions 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?

76 Independent action in a collective context

77 OCLC Shared Print 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

78 Library s bib, item and transaction data for PRINT MONOGRAPHS

79 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

80 GreenGlass: collection visualization Year Published Overlaid with HathiTrust Status

81 GreenGlass: extended item-level display

82 GreenGlass: interactive queries, immediate results

83 GreenGlass: group functionality Toggle between Library and Group views

84 GreenGlass: group functionality Select full group or subgroups

85 GreenGlass: model builder for groups

86 SCS: vendor support for monographs analysis Consulting Project Management Tools to interact and visualize Value added to data Data

87 SCS/GreenGlass benefits 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

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89 What s new in OCLC Research? Research Collections and Support Understanding the System-wide Library Data Science Users Studies

90 OCLC Research Update ALA 2015 Get updates on current projects Wikipedia and Libraries Entity-based Linked Data FAST (Faceted Application of Subject Terminology)

91 OCLC Research Library Partnership 167 Partner institutions Americas Europe, Middle East, and Africa Asia Pacific 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

92 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

93 OCLC Research Works in Progress ILL Cost Calculator 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

94 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

95 What in the WorldCat Searched Genres "Action and Adventure Films" and "Feature Films in FirstSearch

96 Top Action & Adventure Movies of the 80 s held in libraries

97 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

98 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)

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101 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!

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