WorldCat Delivery PilotWorldCat Delivery Pilot

Sarah McHughSarah McHughStatewide Projects Statewide Projects LibrarianLibrarianMontana State LibraryMontana State Librarysamchugh@mt.govsamchugh@mt.gov

Jennifer PearsonGlobal Market SolutionsOCLCpearsonj@oclc.org

Agenda

Introductions OCLC Discovery to Delivery Objectives Home Delivery pilot overview Montana report Experiences and Outcomes Future plans

OCLC Objectives

Deliver Library Capacity (e.g. metadata, services, expertise) at point of user’s need • Global: www.worldcat.org

• Group: WorldCat group catalogs

• Local: WorldCat Local

• www.lib.washington.edu

• Syndication via partners Encourage users to participate in network

and community of libraries

OCLC Objectives

Aggregate services around users• Discover resources, services, expertise

• Share & Collaborate expertise, recommendations, experiences

• Deliver needed items to users – wherever they are

Delivery

Leverage the value of web-scale into end-user solutions for libraries• Position Worldcat.org as the entry point to delivery services

• Provide comprehensive & intelligent delivery options: Electronic resource resolution; consortia borrowing; global ILL; Buy-it

• Move home delivery from pilot to product

In plain language…

Make resource sharing an end-user business Automating and industrializing as much staff

workflow as possible Building on the power of resolution Broadening the service offering to include

physical delivery

Home Delivery Pilot Components

Funding for equipment and postage by OCLC Facilitate equipment and packaging materials for

home delivery (and return) of materials NCIP component for workflow savings for staff Survey librarians and patrons on use and value

OCLC Pilot Goals

Expose libraries and patrons to home delivery of materials

Determine level of patron interest in home delivery

Define logistics of offering home delivery Test NCIP for patron authentication and workflow

savings for libraries

Montana-OCLC NCIP and Home Delivery Pilot

Participating systems Participating libraries Requirements for Montana libraries to

participate

Pilot Goals for Montana

Central NCIP authentication works smoothly and seamlessly for user

Home delivery option becomes viable Courier possibilities are discovered as

part of the process Montana statewide library card gains

local and statewide support

Pilot Experience: Challenges

Place hold issues:• Hold level within local system

• Testing internally with hold permission group versus non hold permission libraries

Bib records with duplicate OCLC numbers

ILL default “user” record for non pilot libraries

Pilot Experience: Challenges

Time needed for item to arrive at borrowing library

Due date passed from WCRS to ILS Changes in library staff’s workflow Staff training: when to let NCIP do the

work

Pilot experiences: Successes

Patrons love the home delivery option Less work for library staff (when NCIP

worked as planned) Pilot participants continue to support the

concept of central user authentication via OCLC and home delivery as an option

OCLC and SirsiDynix support and commitment

Montana patron experiences

Overwhelmingly positive about home delivery

Over 2500 items (and counting) delivered Over 90% willing to recommend service to others Over 70% said they chose home delivery because of

its convenience Willing to pay (not a lot)

• Like subscription

• Don’t want libraries to lose other services to fund home delivery

OCLC Future plans/NCIP

Offering NCIP as an option for• Authentication

• Workflow savings for circulation interoperability between cooperating libraries

• Continuing to pursue partnerships with ILS vendors

• Working to fill gaps when partnerships do not exist

OCLC Future plans/Home Delivery

Over the next one –two years• Tracking for major carriers

• Home delivery an option for consortia solution

• Negotiations between OCLC and major carriers for shipping discounts for OCLC members

• End user payment put in place

• Home delivery as option to own patrons via OCLC ILS products

OCLC Future plans/Home Delivery

The Dream (or 5 year plan for all you optimists)• Libraries are willing to do home delivery for their own and

other libraries patrons– policies relaxed

• Floating collections in place for ease of return and ease on shipping costs

• Users place requests and know they will receive home delivery from a library

• OCLC has facilitated negotiated shipping costs with all major carriers

WorldCat Consortia Borrowing

First Concrete Step toward circulation interoperability and home delivery

Combines• WorldCat.org group patron interface

• VDX for staff interface and circulation interoperability

• Seamless integration with WCRS for out of group requesting

• Integrates first home delivery options

• Available next summer

For your consideration

Do you know of libraries or groups currently offering home delivery?

Have your patrons requested home delivery? Would you deliver items directly to your own

patrons/to other libraries’ patrons? Would be comfortable charging patrons for this type

of service?

Thank you!