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Rob Favini OCLC Update: WorldCat Discovery OCLC Regional Member Liaison - Northeast [email protected] @infofav Long Island Regional Library Council July 11, 2014

OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

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Page 1: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Rob Favini

OCLC Update: WorldCat Discovery

OCLC Regional Member Liaison - Northeast

[email protected]

@infofav

Long Island Regional Library Council July 11, 2014

Page 2: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Our time together today

• General OCLC overview

• Update of OCLC product and service strategy

• WorldCat Discovery update

Page 3: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Member Liaisons

Rob Favini, Member Relations Liaison Northeast Region:

CT, MA, ME, NH, NJ, NY, PA, RI, VT

[email protected] 1-800-848-5878 x4080

•Member outreach and feedback •Regional presence / regional contact •Local programming •Member contact outside of sales and support

Page 4: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

THE OCLC COOPERATIVE

Page 5: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

A nonprofit, membership cooperative

• Owned, governed, sustained by members

• Furthers access to the world’s information

• Reduces library costs

• Provides beneficial processes and products

• Promotes library use and librarianship

What is OCLC?

Page 6: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Membership by Library Types

College & University

21%

School 34% Public

23%

Community College

5%

Special Libraries

17%

Includes 25,900 members in 170 countries

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Global network

Page 8: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Our cooperative values

• Economies of scale • Increased productivity • Increased connectivity

– Libraries – The rest of the world

• State-of-the art technology

• Innovative services • Advancement of

librarianship

Page 9: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

OCLC IN TRANSFORMATIVE TIMES

Page 10: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Transformation of leadership

Welcome to OCLC, Skip Prichard!

• 5th President and CEO in OCLC’s 46-year history

• Was President and CEO of Ingram Content Group

• Focus on communication and trust = cooperative values

• Vision = – Explore (global and local scale)

– Share (data, work, resources)

– Magnify (impact of libraries)

Page 11: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

http://scoop.intel.com/files/2012/03/infographic_1080_logo.jpg

Life at Webscale

Page 12: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Slide title here

Digital footprints

Page 13: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Alistair Croll: "Implications and Opportunities of Big Data” OCLC Symposium, ALA Midwinter Seattle 2013

@acroll

“The big data movement is fundamentally about taking large amounts of data that are often spread across many sources in many different formats and making it possible to explore them quickly and easily.” “Big data doesn't have to be all that big. Just more than you can go through by hand.”

Page 14: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

The world at Webscale

Page 15: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Trends impacting every library

• Technology

– Hardware

– Processing / Data

– Web / Mobile

• Users

– Web

– Electronic

Image: http://www.wylio.com/

Page 16: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

The Inside Out Library

OUTSIDE IN • Resources are scarce and attention

is abundant • Local scale • User’s workflow built around library

services • Towards a centered network

presence

• Locally assemble externally acquired colls

• Discovery happens in the library

• Expertise hidden

• Configure space around collections

INSIDE OUT • Resources are abundant and

attention is scarce • Network scale • Library services are built around the

user’s workflow • Towards a decentered network

presence

• Engage with creation, management, use and sharing of all information resources

• Discovery happens elsewhere

• Expertise visible

• Configure space around engagement

•Lorcan Dempsey. "Thirteen Ways of Looking at Libraries, Discovery, and the Catalog: Scale, Workflow, Attention (EDUCAUSE Review) | EDUCAUSE.edu."Educause Review Online. Educause, 10 Dec. 2012. http://www.educause.edu/ero/article/thirteen-ways-looking-libraries-discovery-and-catalog-scale-workflow-attention

•Lorcan Dempsey. Outside in and Inside Out. http://orweblog.oclc.org/archives/002047.html •Lorcan Dempsey. The Inside Out Library: Scale, Learning, Engagement BobcatSSS, 23 January 2013, Hacettepe University, Beytepe, Ankara (Turkey) http://www.slideshare.net/lisld/the-inside-out-library

Page 17: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

TRANSFORMING OCLC SERVICES

Page 18: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Bibliographic information in

WorldCat

Licensed digital content/articles in library collections

Digitized local library content

The collective collection of WorldCat

320+ million

bibliographic records

2.1+ billion holdings

1.5 billion records 40 million items

(Institutional repositories,

Google, HathiTrust, OAIster)

As of 28 June 2014

Page 19: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

WorldCat Facts and Statistics

As of July 3, 2014

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WorldCat growth since 1998

39 41 44 47 50 52 55 61 67 86

108

139

197

236

274

302

0

50

100

150

200

250

300

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

Millions of records

As of 28 June 2013

Fiscal year

Page 22: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

OCLC’s cloud strategy

Efficiency

Lower IT costs Lower service delivery costs

Effectiveness

Integrate with partners, vendors and library users Integrate into workflows

Page 23: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Infrastructure

Service Migrations

A Global Data Network

OUR MOVE TO THE CLOUD

Page 24: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Shared infrastructure to manage and share resources

Shared data about the world’s libraries. Find and get it.

OCLC’s Strategy: Inside OUT

Data centers: Dublin, OH; UK; Canada; Australia

Page 25: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

INSIDE OUT EXAMPLES

Page 26: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Syndicating holdings to the Web

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www.worldcat.org/spotlight

Syndicating Libraries to the Web: Library Spotlight Program

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Syndicating E-collections and Services

Page 29: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Syndicating Metadata to the Web: Linked Data

Richard Wallis: http://dataliberate.com

Page 30: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Transformation of OCLC services

• Increased visibility of library and library materials

• Increased productivity and efficiencies

• Enhanced access and discovery for library patrons

• Cataloging

• Interlibrary Loan

• Discovery

Page 31: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

from multiple systems and servers…

to one browser

The “one staff interface” concept

Page 32: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Infrastructure

Service Migrations

Core Services to the cloud

Page 33: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Transforming Cataloging and Metadata

Learn more:

WorldShare Metadata: www.oclc.org/en-US/worldshare-metadata.html

• Continuous improvements and enhancements for

all types of materials;

• Collection Manager – available now – automatic

delivery of WorldCat MARC records

• Compatibility with WorldShare Management

Services or other cloud or traditional ILS solutions.

Page 34: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Electronic collection manager http://www.oclc.org/en-US/services/electronic-collection.html

Page 35: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

WorldCat Knowledge Base http://www.oclc.org/en-US/knowledge-base.html

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new records… updates… and holdings deletes… WorldShare Metadata Collection Manager Registration…

knowledge base

holdings

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0

100

200

300

400

500

600

700

800

July Aug Sep Oct Nov Dec Jan Feb Mar April May

FY14 - OCLC Knowledge Base Libraries

Page 38: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Infrastructure

Service Migrations

Transforming interlibrary loan

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MAY

19

Page 40: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

• Enhanced lending display for e-articles – direct link to requested electronic article

• Direct Request-when both borrowing and lending libraries use WorldCat KB

– Identify lending libraries more accurately

– Pass URL of needed item directly to lending library

• Easily identify items that users request that you already own-reduce loan requests for items your library owns

Article Sharing: WorldCat KB

http://oclc.org/en-US/worldshare-ill/features/article-sharing.html

Page 41: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Step 1. delivering what you own

Page 42: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

3rd party content providers with Illiad

• Integrating programs into ILL workflows

• Facilitating seamless document delivery

• IFM for payment

• CCC Get It Now Program over 9000 journals and growing

Page 43: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow
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Service Migrations

http://oclc.org/services/discovery.en.html

Transforming FirstSearch

Page 45: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow
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Mobile use and the open web

Source: Digital Buzz blog, October 2013; CNN Money Feb 2014

Page 52: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Discovery is about meeting the user’s expectations at point of need with the full value of the library

• Discovery:

– in the library or elsewhere

– on mobile devices

• Exposure in other applications

– Data sharing, APIs, Blackboard integration

• Exposure on the Open Web

– Partner sites, Search engine results, worldcat.org

OCLC and Discovery

Page 53: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

• A single reference and discovery solution to replace FirstSearch and WorldCat Local

• Available to any library with a FirstSearch subscription

• 700 libraries registered since March 31

• WorldCat Local/WMS transition beta happening now, open to all FirstSearch subscribers early 2015

• Access to FirstSearch will end on December 31, 2015

Page 54: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

WHAT DOES THIS MEAN FOR YOUR LIBRARY?

Page 55: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

• Single search of all content available through FirstSearch today

• Access to central index of 1.5 billion items

• Option to purchase remote database searching

• Library-branded URL and custom branding

As a FirstSearch library, you receive:

Page 56: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

320+ million

bibliographic records

2.1+ billion holdings

1.5 billion records 40 million items

(Institutional repositories,

Google, HathiTrust, OAIster)

Bibliographic

information in

WorldCat

Licensed digital

content/articles in

library collections

Digitized

local library content

Representing the collective collection

As of 28 June 2014

Page 57: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Responsive Web design

Page 58: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Feature your digital collections online with CONTENTdm “quick start”

Page 59: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

You choose how to use it

• Access to WorldCat

• As your primary discovery service

• Or both!

Page 60: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

• Local library collections listed first

• Integrated Link resolution

• Built-in A to Z list

• Customization options:

– Real-time availability and branch scoping

– Group views

– Reserve lists

– Adobe Analytics

– And more!

If you have OCLC Cataloging and maintain holdings in WorldCat and the WorldCat knowledge base, you also receive:

Page 61: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Web visibility for library collections maintained in WorldCat

WorldCat partner traffic July 2012-June 2013

77 million referrals from partner sites

8.7 million click-throughs to libraries

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Enhancements every month!

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THROUGH THE MAGIC OF SCREEN CAPTURES…

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Submit a request into WorldShare ILL from Staff mode!

Coming in July

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What’s coming?

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Discovery Philosophy

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What If…

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WorldCat Works

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Works

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Knowledge Card

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Knowledge Cards

– Persons first

– Then Places, Events

Discovery API

– Results from WorldCat and central index

– Used in the application

Discovery supported by Linked Data

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Linked Data

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Linked Data

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• Currently exposed in WorldCat.org

• Uses schema.org

– Expose “offer”

• Exposes collective collection of libraries to the open Web, e.g. search engines

Linked Data

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Geting ready for WorldCat Discovery

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1. Register to receive your new WorldCat Discovery URL

2. Send other staff to a WorldCat Discovery webinar http://oc.lc/getreadywebinars (Jul 9, Aug 13, Sept 9)

3. Attend online training, watch short videos

4. Register for email updates at www.oclc.org/en-US/email.html

Get ready for WorldCat Discovery

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http://www.oclc.org/en-US/worldcat-discovery/migration.html

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http://www.oclc.org/support/services/discovery.en.html

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Upcoming instructor led training

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Recorded events

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WorldCat Discovery Services office hours

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http://www.oclc.org/support/services/discovery/documentation.en.html

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WorldCat Discovery Central Index

http://www.oclc.org/content/dam/oclc/worldcat-discovery/contentlist.xls

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Librarian’s Toolbox

Page 106: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow
Page 107: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

QUESTIONS?

Page 108: OCLC Update - LILRC Continuing Education Blog · 2014-07-15 · The Inside Out Library OUTSIDE IN • Resources are scarce and attention is abundant • Local scale • User’s workflow

Explore. Share. Magnify.

Rob Favini OCLC Regional Member Liaison

[email protected]

1.800.848.5878 x4080