Moving libraries toWeb scale

Matt GoldnerProduct & Technology Advocate

14 June 2011

Penetration of internet access

2000 2003 2006 20100.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

70.00%

80.00%

Czech RepublicSlovakia

CatalogMetadata

End User

Metasearch

InstitutionalRepositories

License Data

Circ Data

OPAC

Resolver/Knowledge Base Data

ElectronicVendor

e-Resources

Current library technology infrastructure

Cloud Computing

Infrastructure Platform Applications Services

KP

MG

A style of computing in which scalable and elastic IT-enabled capabilities are delivered as a service to external customers using Internet technologies.

-Gartner Group

Simple: Web-based applications with shared data and services.

Enabling technology

• Reduce local computing power needs

• Share data with others

• Build reusable services

• Move from silos to Web-scale solutions

The Web is all about scale, finding ways to attract the most users for centralized resources, spreading those costs over larger and larger audiences as the technology gets more and more capable.

— Chris Anderson, Editor-in-Chief, WIRED and author of The Long Tail

Web scale refers to:

• Massively aggregated data

• Useful services built on this data

• Attracts massively aggregated users

• Each user adds value for every other user

Web scale solution from ebay

Community

Data

Services

Applications

The shift in information supply chains

2005 20100%

10%

20%

30%

40%

50%

60%

70%

80%

90%

Search enginesLibrary web site

Shift in information supply chains

Library A

Library B

Library C Library

D

Change needed for libraries

Reconsider management of collections or:

• Continue to lose efficiency

• Continue difficulty of uniform access to collections

Result: Increased lack of relevance

Seizing the opportunity to change

By sharing computing power

• No longer purchase for peak load

• Allow cloud computing to expand as needed

• Greener computing

Seizing the opportunity to change

By sharing data

• Authority control

• Remove copy cataloging

• Common licensing terms

• Serial publication patterns, vendor data, knowledge base

• Access to open access collections and digital collections

OCLC’s Web-scale Management Service

What led to Web scale?

• Libraries cannot individually attract Web users

• Economic conditions

• New approach to manage disparate collections

• Working together can define different future

WorldCat Local

• Users search all collections in one search box

• Puts library collections where users are

• Offers best delivery options for every format

Our users see WorldCat Local less as a catalog and more as a search tool ‘a la Google”

Anthony Chalcraft, University LibrarianYork St. John University

WorldCat Local takes the drudgery out of discovery … We’ve eliminated the teaching of the tool and we can push learning.

Mark Vargas, Library Director

St. Xavier University LIbrary

Moving back office operations to Web scale• Responsive

• Massively scalable

• Highly fault tolerant

• Ready for public consumption

• Built on workflow engine

• Must provide:

• Patron and data privacy

• Data security

• Data ownership clear stated

From strategy to production

• July 2009 – June 2010: Pilot phase

• Academic and public libraries

• Rapid development and on site usability testing

• July 2009 – June 2010: Early adopter phase

• 32 libraries, academic, public and special

• 15 live since September 2010

• 60 to 90 day migration for each library

• July 2010: General release

We have so many systems, and just trying to get them to talk to each was hard … We wanted to move out of the business of managing servers … With WMS, system costs will drop significantly

Michael Dula, Director for Digital Initiatives and Technology StrategyPepperdine University Libraries

What WMS changes

for your library

Typical firm order workflow

Search OPAC to see if library owns

item to be purchased

Yes

No

Purchase

Don’t purchase

Search Cataloging Utility for MARC

record

Rec

or d

f oun

d

Download to Local System

Login into Acquisitions

system

Create order from bibliographic

record

Search for Bibliographic

record

Ordering with Web-scale

Login into Acquisitions

system

Create order from bibliographic

record

Search for Bibliographic

record

Value of shared data

• Not just bibliographic data

• Vendor file and EDI

• Common license terms

• Serial publication patterns

• Global knowledge base of e-resources

• Open access materials

Community

Circulation Data

SRU & NCIP2

Data

Services

WMS Circulation

WorldCat Local

Applications

Services

Community

Circulation Data

Identity MgmtC-out / C-in

Data

Services

WMS Circulation

Self Checkout

Applications

Services

Going to the next level:An accessible, extensible platform

A cooperative platform that lets anyone develop new applications on the platform:

• Libraries• Groups and consortia• Research teams• Publishers• Software vendors• EntrepreneursCommunity

Data

Services

Applications

Platform

A cooperative platform that lets anyone develop new applications on the platform:

• Libraries• Groups and consortia• Research teams• Publishers• Software vendors• Entrepreneurs

Cooperatively buildinga different future for libraries

• Built with OCLC member libraries

• Opportunity to define a different future

• 21st century technology

• Increased workflow efficiencies

• Reduction of redundant data management

• Open system for community participation

• Takes full advantage of cloud computing and Web scale

Questions

and

Discussion