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  • As library collections have changed, the supply chain for materials has become splintered and at times complex. Here are some of the key benefits of unified acquisition and license managements –for both physical and electronic materials –in a single system.Read bullets on slide.
  • Cataloging has been a core service of OCLC for a long time and Cataloging continues to offer the shared tools for data creation and enrichmentRead slide.A couple of examples:The WorldCat knowledge base that is being integrated with WorldCat, so once materials are licensed, title level holdings are automatically created for the e-serial titles licensed by your library. The knowledge base is critical since it contains the detailed holdings and access information for your library’s e-journals. This improves both resource sharing and WorldCat Local…The WorldCat Digital Collection Gateway, which allows a library to easily cross walk metadata from their digital repository that’s OAI compliant, such as CONTENTdm or dSpace, and have harvested automatically on a periodic basis to WorldCat
  • Already in use by hundreds of libraries, the power of WorldCat Local as a discovery to delivery interface for your end users continues to increase with Web-scale management. It delivers:Single search for physical, electronic and digital collections including resources licensed from multiple suppliers -- OCLC continues to make more content accessible through the WorldCat Local central index with content from H.W. Wilson, Gale, EBSCO and Jstor and many others…It has a smart delivery resolver to help the user get the best choice for accessing the itemWorkflow tools that aid users in organizing and reusing informationIntegration with search engines and widgets to weave library into the WebAnd the result is increased usage of your library’s materials and collections454 million articles in a huge range of databases
  • Currently, platform pilot libraries are working on this—will later be opened up to others Example—new york times best seller widgetAmazon acquisitions widget


  • 1. October 4, 2011
  • 2. Common services are moving to web scale
    Google campus
    Research—computer power and processing
    MyExperiment—UK-sharing scientific workflows
    Cloud services—free and fee based
    Amazon Web Services, LibGuides
    What are you using already?
  • 3. OCLC® Web Scale Management Services
    “OCLC Web-scale Management Services stand apart from traditional ILS systems by offering member libraries one unified solution to help streamline routine tasks—like acquisitions and circulation. By moving these functions to the Web, libraries are able to share infrastructure costs and resources, as well as collaborate in ways that free them from the restrictions of local hardware and software.”
  • 4. Value of Web Scale Management Services
    “We see OCLC Web-scale Management Services as a way to bring improvements and efficiencies to our staff functions in the areas of acquisition, processing, and circulation support. Moreover, a web-based approach makes sense to us; we want to manage information, not hardware.”
    Mark Roosa, Dean of Libraries, Pepperdine University (Web scale pilot participant)
  • 5. What is web scale/cloud computing?
    “Cloud computing is the delivery of scalable IT resources over the Internet, as opposed to hosting and operating those resources locally, such as on a college or university network.”*
    'Web-scale' refers to how major web presences architect systems and services to scale as use grows**
    *EDUCAUSE, “7 things you should know about cloud computing”
    **Lorcan Dempsey’s Web Log “Web Scale”
  • 6. Libraries focus on…
    What we're best at
    What's unique
    What's local
    Whatonly we can do
  • 7. While Web Scale solutions take care of:
    What's best crowd-sourced
    What's a commodity service
    What's shared
    What's outside our wheelhouse
    Tim Rogers, “Survive is the New Thrive: Factors Leading Libraries to Web Scale” http://tinyurl.com/49k9qx8
  • 8. OCLC® Web Scale Management Services--goals
    Leverage the size and scope of WorldCat, the largest library catalog on earth, and the OCLC cooperative
    Allow for shareable data about back-office services
    Work entirely on the Web, eliminating many support issues
    Integrate with discovery and delivery functions
    A cooperative platform in order to better share costs and encourage future innovation
  • 9. OCLC® Web Scale Management Services-Functionality
    Physical and electronic in same system
    Integrated license management
    Shared vendor data
    Cooperative collection building
  • 10. Cataloging
    Shared tools for data creation and enrichment
    Insert metadata management into the library supply chain
    Automated workflows for physical materials
    Automated workflows for electronic materials
    Automated loading of records from digital repositories
    Simplify description and accession of materials
  • 11. Circulation
    Intuitive staff interface that simplifies routine tasks
    Foundation for building on cooperative collection development to lead to simplified collection sharing
    Enables all forms of resource sharing to become network circulation tasks (in the future)
  • 12. Patron interface-WorldCat™ Local
    Single search of all library collections – physical, electronic and digital
    Smart delivery resolver for best access
    Workflow tools that aid users in organizing and re-using information
    Integration with search engines and widgets to weave library into the Web
    Increases usage of library materials
  • 13. Open architecture, create your own applications!
    Open architecture allows one to create applications
    OCLC created apps
    Some free, some $$$
  • 14. What’s new now?
    New features in OCLC WorldCat Resource Sharing ™
  • 15. Recent updates
    Alert! field
    e-mail a request/workform
    New reports
    Custom holdings symbol search
    New workform fields—DOI, PMID
    Article exchange
  • 16. Major changes
    OCLC WorldCat® Knowledge Base
    Make your electronic content easier to find, use and manage
    Ingram e-books
    E-books from Ingram's MyiLibrary® available for short-term access through WorldCat Resource Sharing
  • 17. WorldCat® Knowledge Base
    Combines data about your library’s electronic content with links to the content
    Included in your OCLC Cataloging subscription at no additional charge
    Maintained in a single place for use with many OCLC and non-OCLC applications
  • 18. Improved article sharing solutions
    Components of article sharing solution
    WorldCat Resource Sharing
    WorldCat knowledge base
    License management tool
  • 19. When does it apply?
    How the enhancement affects OCLC ILL:
    As a lender you will receive links (to transmit to a borrower, if allowed)
    Revamped Direct Request for articles
  • 20. How do I set this up?
    WorldCat Knowledge Base Request Form:
  • 21. Getting data in-holdings/license info
    Third party—Pubget login program retrieves your library’s holdings from electronic content sources
    Automatic updates eliminate manual, time-consuming work for your staff
    Often surfaces more content than other knowledge base tools
    Manual data entry (including print holdings)--
    Upload a spreadsheet with the data in KBART format –can be created in excel
  • 22. How does it look?
  • 23.
  • 24. Data combines on workform to tell you
    You hold it
    Whether or not you can lend it*
    How you can lend it*
    *Based on your license data
  • 25. License data tells you…
    Print and send via surface mail
    Print it, rescan it, deliver it
    Lend it, but it has to be within your country
    Only allowed to lend to Not for profit institutions
     No ILL
  • 26. Synchronicity
    All KB records (including local holdings) are matched to
    WorldCat on a nightly basis. Any records with OCLC
    numbers (this is visible from the user interface) will have
    holdings synchronized out to WorldCat on a nightly basis as
    well. Changes to holdings in the KB should be seen in
    WorldCat in less than 24 hours. The KB will either set a
    new holding or delete an existing holding where
    appropriate. It will not alter the contents of any LHRs on
    the record.
  • 27. OCLC® WorldCat Knowledge Base--Summary
    Complete an initiation request
    Work with an OCLC Implementation Manager to add your
    library’s holdings and license data into the WorldCat knowledge base via FTP data load or manually through
    OCLC Service Configuration (www.worldcat.org/config )
    Turn on access to the WorldCat knowledge base in WorldCat Services administrative module
    For maximum benefits: set up the Direct Request feature
  • 28. Ingram e-books
    Available for short term loan in WRS
    OCLC Symbol IDILL
    Cost to borrow is %15 of list price
    List price isn’t listed, so use Max Cost to manage
    “ALERT” field is used to get information to you and patron
    Manage with symbol search/custom holdings
    9 day loan period, no renewal (can re-purchase)
    Must use IFM for transaction
  • 29. What’s on the horizon?
    Changes ahead with OCLC WorldCat Resource Sharing™
  • 30. New resource sharing service
    Becoming more patron driven
    Improving efficiencies and workflows
    More agile
    Support libraries’ supply of print and electronic materials
    Helping to keep us relevant
  • 31. Why?
    Remember the service migration to FirstSearch?
    almost 7 years ago!
    FirstSearch no longer supports change ILL staff need
    Patron interfaces are being built more on WorldCat.org
    FirstSearch is expert search driven, not patron friendly
    Expanding access to materials through .org service
  • 32. Timeline
    Tentative date--product release
    summer 2012
    Tentative, summer—May 2012, but TBD
    Libraries will have a long migration window
    during migration, libraries can use both systems with no degradation in quality of service
  • 33. Logging in
    Different authorization levels
    administrators, staff, student assistants
    Single administrative area for centralized account management
  • 34. Platform
    Moving to a platform that is closely tied to WMS
    Platform will allow staff to develop workflows and build more agile services
    New resource sharing services will be built as individual services, making them easier to change and change quickly
  • 35. Improved display
    Improved display—more sort-able
    Sort by title, date, patron name, date requested, need by date
    Display all requests in one long list
  • 36. Patron initiated ILL
    WorldCat Local, WorldCat Local QuickStart, and WorldCat.org (IP authenticated) will support patron initiated ILL
    Improved handling of editions
    any, only selected, most recent (patron selection)
  • 37. Getting it…and paying for it
    Will display item availability in user interface (your library)
    shelf level data in staff interface
    System will display lender costs
    pulled from policies directory information
  • 38. Purchase options
    New system will incorporate “buy it” options for staff
    Staff see item cost from booksellers
    Can go to bookseller site and purchase
    No IFM tie in planned as yet
    Eventually, system will add even more acquisitions tie ins to ILL
  • 39. Lender string
    “Unlimited lender string”
    not truly, considering 20-50 to be added to request from custom holdings until item is filled
    System should select lenders dynamically based on shelf level availability
  • 40. What ever happened to EMST???
    Variable aging based on lender preferences!
    New functionality will provide a flag, probably in policies directory, to define how long you cantake a request beyond 4 days
    system then automatically knows, and aging is managed appropriately
    Visual indicator to requestor if library takes more than typical 4 days
  • 41. For ILLiad users
    Updating web services for communications between ILLiad and ILL—over time enhancements will come into ILLiad through Atlas Systems
    Policies directory web service—direct communication of policies directory info into ILLiad
    Item availability service, exploring how that can be integrated into ILLiad 
    Circulation-shoring up services so that Atlas systems can connect more with local ILS
  • 42. Thank You for Attending!
    Professional Development
    Web: lyrasis.org
    • e-mail: russell.palmer@lyrasis.org
  • Contact OCLC™ Support
    OCLC Support