Moving libraries to the Web

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1 OCLC - Membership Meeting European University Institute Florence, January 31st 2013 Moving libraries to the Web Chris Négrel Director Distributors OCLC EMEA

2 Taking advantage of your participation to WorldCat WorldCat The Bibliographic Database WorldCat Traditional Services where visible WorldCat Management Tool

3 WorldCat the monolith : where it all started

4 What is OCLC?

5 Core services Collective collection & Shared Data Library Management Services At Webscale

6 WorldCat The Bibliographic Database

7 Multilingual WorldCat Percentage of non-english Records Non English 36% English 64% Non- English 60% English 42%

8 Multi lingual & Multi format WorldCat Top 20 Languages English 83,735,903 German 25,187,591 French 18,069,481 Spanish 8,204,342 Chinese 5,112,942 Italian 3,480,719 Dutch 3,286,320 Japanese 2,985,137 Latin 2,945,316 Russian 2,931,243 Danish 2,085,096 Swedish 1,930,170 Slovak 1,481,758 Portuguese 1,358,054 Polish 1,350,147 Hebrew 1,239,521 Czech 1,169,199 Arabic 976,326 Finnish 742,540 Indonesian 411,886 Records by Format Books 167,341,631 Serials 8,154,830 Visual Materials 5,018,466 Maps 3,146,275 Mixed Materials 976,416 Sound Recordings 5,582,809 Scores 4,733,600 Computer Files 2,038,526 Total 196,992,553

9 Over 60 products across 7 service categories Cataloging and Metadata Management Services and Systems Content and Collections Reference and Discovery Digital Collection Services Resource Sharing and Delivery Web Services

10 WorldCat participation extents visibility The library becomes visible in : First Search Cataloguing interfaces o Connexion o CatExpress Collection Analysis

13 FirstSearch customisation Advanced Search = default Searchable field selection Boolean searching Limit options

14 Customised Library Group

16 Customised full record display Link to my library OPAC

17 Customised full record display Link to ebook Link to Booksellers

18 Consolidating interfaces Single Discovery interface multiple views, functionality FirstSearch WorldCat Local WorldCat.org

Library can set default collection groups, but then override the items searched by

19 The Advanced/Expert Search provides a set of very rich and accessible utilities for the Staff member. Configurable collections including Licensed Content resources. Library can set default collection groups, but then override the items searched by using Expand. Multiple intelligent indexes, Boolean, and the ability to add more indexes dynamically.

20 The results page offers a number of new capabilities for all user and some specifically designed for library staff. Hit Term Highlighting for search terms, along with an On/Off option. Previous and Next Navigation through search results. More details in item display for staff Adjust number of items per page and relevancy ranking on the fly Full Text results include snippet text based on search used. Dynamic and Persistent Filters & the ability to Hide/Show filters Filter display order changes based on user role to provide easy access based on their Link into your local OPAC or get primary needs. real time item availability if you have WorldCat Local

21 Even in simple searching rich search utilities are quickly accessible

22 Library Staff can quickly access a variety of unique tools and act on a given record quickly in their other workflows like record correction or resources sharing.

23 For Cataloging libraries, view Bibliographic, Local Holdings, and Local Bib data.

24 Addressing the issue of access on Desktop, Tablet, and mobile devices It s all in there, same URL, it adapts to you!

25 Adaptability One URL, many contexts Librarians, students, and faculty can move from one to another seamle No separate site or applications to maintain

26 OCLC Cataloguing & Metadata Services A range of services that include integrated online cataloguing, custom & copy cataloguing and a variety of metadata delivery services. Connexion :create, edit and export MARC/Authority records Z39.50 client : option to use your LMS Z client CatExpress easy web based copy cataloguing tool Intuitive web based interface requiring little or no training Search, set holdings, add local data, print spine labels Download your records in MARC 21 or UNIMARC

27 CatExpress provides basic numeric, keyword or title search.. Multiple index labels searchable Boolean operators, limit & sort options

28 Cataloguing service Connexion Powerful toolkit for viewing, creating, editing and exporting bibliographic and authority records Flexible searching, several export methods & record format Set holdings on line Choice of interface: Web based or Windows client Windows client supports Non Latin character sets, allows for keyboard customisation (shortcuts), batch processing, (e.g. searching, record export), use of macros to automate routine tasks and supports the creation of local files to work offline.

29 All actions in drop down menus Choice of workflows Sophisticated search options

30 OCLC Cataloguing: useful URLs A brief overview of the OCLC Cataloguing services CatExpress Documentation & online tutorials Connexion Documentation & online tutorials Logon page

31 WorldCat Resource Sharing Established network of more than 9,500 libraries with OCLC services at the core of their sharing activities. 25 years of proven reliability. Manages about 10 million requests per year. Reported 95% fill rate WorldCat Resource Sharing create, send, manage and track loan requests Web-based interface for end user requesting Staff Request Manager clearly summarises ILL tasks Policies Directory to view/control loan & copying policies... IFM balances borrowing charges against lending fees one monthly invoice WCRS is delivered via the FirstSearch platform

32 Brief citation display

33 Full record display End user request link

34 Select lender string

35 View loan policies

Coming soon for WCRS libraries in 2013 Discovery and delivery of electronic, digital and print materials Display of item availability from an ILS using WorldCat Local: ie Millenium, Horizon, Unicorn,

37 Coming soon for WCRS libraries in 2013 Discovery and delivery of electronic, digital and print materials Display of item availability from an ILS using WorldCat Local: ie Millenium, Horizon, Unicorn, Symphony, Voyager, Aleph New features : Display lender costs to speed selection of appropriate lenders Automatically extends the lender string as needed Lending libraries can determine and broadcast the timeframe for response Simplify access to appropriate edition Incorportate new «buy-it» option Enhanced search interface throught NEW First Search interface

38 WorldShare ILL a WorldShare application OCLC Built 9,943 libraries Provide a single integrated set of management services for libraries to improve visibility and efficiency, including services from OCLC, partners and libraries

39 WorldCat Resource Sharing: Useful URLs General overview OCLC ILL Documentation & online tutorials Logon page

40 WorldCat Management Tool: Collection Analysis Analyze a collection s age and subject content Analyze further by language, format (and audience level) Compare a collection against others to identify overlap/uniqueness Analyze group collection strengths & weaknesses for cooperative collection development planning Recently developed to provide ILL and Circulation analysis Provides web delivered reports, (numerical/graphical)+ export Provides Title level information directly from WorldCat

41 Group Analysis Click Library link to expand the analysis

42 Click a Division to expand further

43 Click subject count to display titles

46 Analysis by language

47 Limit and run Analysis

48 Individual Library Analysis

49 Circulation Analysis Individual library analysis to inform on decisions regarding weeding, movement to off site location, budget allocation, digitization and future acquisitions. Data reported upon: Circulation date Total Check out/loans Circulation frequency Total titles circulated % titles circulated Titles not circulated Average checkouts/loans per title

50 WorldCat Collection Analysis: Useful URLs General overview Documentation & Frequently asked questions Link to online demo available

51 WCL Access at the point of need Access at the point of need

52 Your library First Extend your search to your group and peers collections the world s library collections

53 WorldCat Local Consolidate Electronic, Licensed, Digital and Physical Materials WorldCat Local

54 WCL : a complete discovery solution Mobile is included Knowledge base, link resolver, A to Z s Central index included: replaces metasearch e visibility and access of your library R Evaluative content is included

55 WorldCat Local useful URL Product/service brochures, case studies can be found at:

OCLC s WorldSharestrategy Data Library Built Partner Built OCLC Built Web Services Infrastructure App Gallery Platform Management Applications: Provide a single integrated set of

partners to build and share new services and applications, creating new value for libraries and their users Data: Expand the range and types of library data represented and connected

56 OCLC s WorldSharestrategy Data Library Built Partner Built OCLC Built Web Services Infrastructure App Gallery Platform Management Applications: Provide a single integrated set of management services for libraries to improve visibility and efficiency, including services from OCLC, partners and libraries Web services: Make library data available to libraries and partners to build and share new services and applications, creating new value for libraries and their users Data: Expand the range and types of library data represented and connected through WorldCat data hub Infrastructure: Enable libraries to benefit from the efficiencies and flexibility of cloud, mobile and social technologies through a single global infrastructure

57 Moving our infrastructure to Webscale BBC News JSTOR university.edu Self Service A-Z List Circulation Discovery Circulation A-Z Wikipedia Google Cataloging Acquisitions Delivery Tracker ILS Print Vendors Electronic Vendor WebMD Amazon Acquisitions Cataloging Digital Repository itunes OPAC Facebook Users Library Reserves Mgr ERM ESPN Google Scholar Metasearch Self Service Vendor Directory Patron Admin EasyBib HathiTrust Scholar portals YouTube Good Reads A to Z List WorldCat Identities Resolver Consortial System National/ Global System

OCLC WorldShare Applications on the Platform WorldShare Circulation WorldShare Acquisitions WorldShare License Management OCLC Applications WorldShare

58 OCLC WorldShare Applications on the Platform WorldShare Circulation WorldShare Acquisitions WorldShare License Management OCLC Applications WorldShare Metadatamanagement Digital Repository Management WorldShare Analytics WorldShare Resourcesharing WorldCat.org and WorldCat Local are moving to the platform as well.

59 Data Services & Business Logic Services WorldCat Web Services Flexible, open platform for the community to share applications and innovation Knowledge base Web Services WorldCat Registry Web Services Web Services Acquisitions Web Services App Circulation Gallery Web Services Vendor Information Web Services WorldCat Identities Web Services Identifier Web Services Web Data Services Infrastructure OpenURL Web Platform Services Management QuestionPoint knowledge base Web Services

60 Building on the Developer Network The library development community is already doing some of this work with OCLC services

61 WorldShare Data centers Data Centers Infrastructure CAN 1 US2 EMEA 1 US1 EMEA 2 Partner 1 Currently 1 in EMEA Possibly Partner managed data centers APAC 1

62 Grazie per la vostra attenzione! The world s libraries. Connected.

The World s Libraries. Connected.

Warsaw 24 May2013 The World s Libraries. Connected. Welcome Rein van Charldorp The OCLC Global Cooperative Trends in the Global Library Environment OCLC s Initiatives and Developments Rene Steunenberg