Lauc Conference May 2009 Next Gen Melvyl

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Presentation given to the Librarian Association of the University of California (LAUC) assembly in Palm Desert, CA on May 13, 2009. Focused on UC's pilot WorldCat Local project, code named Next Gen Melvyl.

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  • Lauc Conference May 2009 Next Gen Melvyl

    1. 1. Next Generation Melvyl at the University of California Patricia Martin LAUC Assembly May 13, 2009
    2. 2. Agenda <ul><li>BSTF Task Force recommendations </li></ul><ul><li>Goals and strategies </li></ul><ul><li>Why pilot with OCLC? </li></ul><ul><li>What does the pilot look like </li></ul><ul><li>How is the pilot being evaluated </li></ul><ul><li>Where are we at now? </li></ul>
    3. 3. Call to Action <ul><ul><li>The University of California </li></ul></ul><ul><ul><li>Bibliographic Services Task Force Report, December 2005 </li></ul></ul><ul><ul><li>http:// libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf </li></ul></ul>
    4. 4. Overarching Recommendations <ul><li>Focus on What Users Want </li></ul><ul><ul><li>Worldwide pool of information </li></ul></ul><ul><ul><li>Search simplicity </li></ul></ul><ul><ul><li>Immediate satisfaction/delivery </li></ul></ul><ul><ul><li>Quality results </li></ul></ul><ul><ul><li>Web 2.0 tools </li></ul></ul>
    5. 5. Focusing on What Users Want <ul><li>Users expect to cover a wide information universe </li></ul><ul><li>Enriched metadata, ie. TOCs, cover art </li></ul><ul><li>Full text availability </li></ul><ul><li>Users want to move easily from a citation ABOUT an item to the item itself </li></ul><ul><li>Meld discovery and delivery </li></ul>
    6. 6. Next Generation Discovery/Delivery Strategies <ul><li>Provide strategies geared towards end users </li></ul><ul><li>Define collections in new ways </li></ul><ul><li>Embed collections and services where users are </li></ul><ul><li>Meet user needs and solve user problems, over and over again </li></ul>
    7. 7. 1. Provide Strategies Geared Toward End Users <ul><li>Navigate and manage large retrieval sets </li></ul><ul><li>Intuitive interface, not simple searching </li></ul><ul><li>Wring maximum value from metadata </li></ul><ul><li>Recognize different use cases: broad overview, in-depth scholarly research, special format needs, library operations </li></ul><ul><li>Offer smart scoping choices, such as format, location, access rights </li></ul>
    8. 8. 2. Define Collections in New Ways <ul><li>Collections = selected materials that can be accessed in a reasonable period of time </li></ul><ul><li>Distinction between print and digital collections is blurring </li></ul><ul><li>Significance of local ownership is changing </li></ul><ul><li>Unique special collections more broadly available </li></ul>
    9. 9. 3. Embed Services Where Users Are <ul><li>Service and collection packages that live in learning environments, Web sites, desktops, other applications </li></ul><ul><li>Focus on adding value in the target environment </li></ul><ul><li>Let users re-package and re-use </li></ul>
    10. 10. 4. Meet user needs, solve user problems <ul><li>Our close and easy access to faculty and students is an enormous untapped asset. </li></ul><ul><li>Find creative ways to really study user needs and systems which let you study behavior. </li></ul><ul><li>Look for points of pain, problems, unmet needs. </li></ul><ul><li>Know when to teach and when to listen, when to lead and when to follow. </li></ul><ul><li>Do it, try it, assess it, change it quickly if needed. </li></ul>
    11. 11. Understanding Users and Uses <ul><li>Consider how to aggregate for service in the virtual world </li></ul><ul><ul><li>By campus organization </li></ul></ul><ul><ul><li>By academic status (undergrad, grad, faculty) </li></ul></ul><ul><ul><li>By discipline </li></ul></ul><ul><ul><li>By use (quick answer, broad overview, in depth research) </li></ul></ul><ul><ul><li>By individual </li></ul></ul><ul><li>Consider library staff as another user class </li></ul>
    12. 12. Why OCLC? <ul><li>Provides access to global resources as well as campus and systemwide resources </li></ul><ul><li>Size of database (over 130 M records, growing at rate of over 10 Million per year) </li></ul><ul><li>Integration of mass digitization output </li></ul><ul><li>Integration of digital assets </li></ul><ul><li>Integration of journal article metadata and full text </li></ul>
    13. 13. Why OCLC cont. <ul><li>Similar vision/goals/interests </li></ul><ul><li>Opportunity to partner/contribute to research agenda </li></ul><ul><li>Leverage investment with peer institutions </li></ul>
    14. 14. UC Releases Pilot May 2008
    15. 15. What has happened since May 2008? <ul><li>UC has learned a lot </li></ul><ul><ul><li>Usability studies </li></ul></ul><ul><ul><li>Log analysis </li></ul></ul><ul><ul><li>Relationship building </li></ul></ul>
    16. 16. What is the Pilot? <ul><li>Look & feel is like the UW’s version </li></ul><ul><ul><li>Recently updated based on UC usability </li></ul></ul><ul><li>10 campus-specific views and 1 UC-wide view </li></ul><ul><ul><li>Only one ILS represented per campus </li></ul></ul><ul><li>Results scoped in following order: Campus, UC, World </li></ul><ul><li>Links will take you “Over the wall” </li></ul>
    17. 17. How Will the Pilot be Evaluated? <ul><li>The Basics </li></ul><ul><li>Interface usability </li></ul><ul><li>Interoperability with ILSs </li></ul><ul><li>Seamless interoperability with UC-eLinks and Request </li></ul><ul><li>The ability to load, access and display non-traditional records </li></ul><ul><ul><li>Digital assets, journals, mass digitization </li></ul></ul>
    18. 18. How Will the Pilot be Evaluated? <ul><li>Enhanced discovery functionality </li></ul><ul><li>Enhanced discovery services </li></ul><ul><li>Special use cases </li></ul><ul><ul><li>Browse/Search Headings </li></ul></ul><ul><ul><li>Searching Music </li></ul></ul><ul><ul><li>Searching Government Information/Maps </li></ul></ul><ul><ul><li>Searching Special Collections/Archives </li></ul></ul><ul><ul><li>Searching Serials </li></ul></ul><ul><ul><li>Searching Non-Roman Alphabet Languages </li></ul></ul><ul><ul><li>Mining Authority Records for Recommender Services </li></ul></ul>
    19. 19. In Progress <ul><li>OCLC working hard on fully integrating Request functionality </li></ul><ul><li>Need to accommodate RLFs, campuses with more than one ILS </li></ul><ul><li>Speed! </li></ul><ul><ul><li>Coding, Local Holdings Records (LHRs) </li></ul></ul>
    20. 20. What are LHRs <ul><li>LHRS will make response time faster </li></ul><ul><li>We will use them to tell OCLC additional details about what the UC holds </li></ul><ul><ul><li>summary holdings information on serials holdings (print and electronic) </li></ul></ul><ul><ul><li>locations and call numbers for items </li></ul></ul><ul><ul><li>links to UC subscribed online resources </li></ul></ul>
    21. 21. Next Steps for LHRs <ul><li>Currently testing LHRs at UCLA, UCD, and UCI </li></ul><ul><li>After testing, UC will implement on all campuses </li></ul><ul><li>Plan for automated weekly sync with OCLC </li></ul><ul><li>OCLC implementing LHRs for serials later this year in WorldCat Local </li></ul><ul><li>OCLC planning implementing for other material types beyond that </li></ul><ul><li>E resources are next in line </li></ul>
    22. 22. In Progress <ul><li>OCLC working hard on fully integrating Request functionality </li></ul><ul><li>Need to accommodate Regional Library Facilities (RLFs), campuses with more than one ILS </li></ul><ul><li>Decisions on affiliated libraries </li></ul><ul><li>Speed! </li></ul>
    23. 23. In Progress Ctd. <ul><ul><li>Underlying code changes to improve speed, available this spring </li></ul></ul><ul><ul><li>Local Holdings Records </li></ul></ul>
    24. 24. Timetable <ul><li>Currently in pilot </li></ul><ul><li>Pilot to be extended until all outstanding requirements are met by OCLC </li></ul><ul><li>Melvyl not going away just yet; planned phase out </li></ul><ul><li>Look for communication about ramping up this Fall – coming soon </li></ul>
    25. 25. More Information <ul><li>University of California </li></ul><ul><ul><li>http:// libraries.universityofcalifornia.edu/about/uc_oclc.html </li></ul></ul><ul><li>OCLC </li></ul><ul><ul><li>http:// www.oclc.org/worldcatlocal/default.htm </li></ul></ul>
    26. 26. IMP Team <ul><li>Amy Kautzman </li></ul><ul><li>Ellen Meltzer </li></ul><ul><li>Sara Davidson </li></ul><ul><li>Luc DeClerck </li></ul><ul><li>John Riemer </li></ul><ul><li>Leslie Wolf </li></ul><ul><li>Adam Brin </li></ul><ul><li>Charlotte Rubens </li></ul><ul><li>Patti Martin </li></ul>

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