Next Generation Technical Services May 2009 Calhoun

Karen Calhoun Vice President WorldCat and Metadata Services OCLC Next Generation Library Collections Management LAUC May 2009

“ Next Generation” – During Whose Generation? By Joe Penniston http://www.flickr.com/photos/expressmonorail/2382761046/

What Does “Next Generation Cataloging” Mean to Recent Survey Respondents? Source: Robert Young Survey, OCLC Western, spring 2009

What is NOT Next Gen? Redundancy Library 2 Library 3 Library 4 And on and on … Library 1

Redundancy Today

In collection building

In acquisitions

In cataloging and metadata management

In off-site storage

In digital projects

…

From Jordan, Bill and Pozenel, Mindy. 2008. Presented as a CNI Project Briefing. Slide 35.

In the ILS, all data is local

Local control once downloaded, they are “my” records

“ My” maintenance and improvements

Post-cataloging authority control, cleanup

Master record doesn’t get our improvements

We don’t get improvements to OCLC master records

Duplication of effort: all maintaining same bib records in our local systems

http://www.cni.org/tfms/2008a.spring/abstracts/PB-worldcat-jordan.html

What Does ‘Next Gen’ Mean to Me?

Disruptive

Simultaneously global, collective, and local

User-driven

Social

Expert community

User community

Multithreaded, mashed-up

Efficient

Economies of scale

Network effects

Moving into “the cloud”

GLOBAL GROUP LOCAL Outward Integration, Exposure, And Linking Of Collections (e.g., Google Books, WorldCat, Other aggregators, national libraries, consortia) Local/Group Authentication, Discovery And Delivery Services Data Sharing, Syndication, Synchronization, Linking 1. Coordinated Global, Collective, and Local Metadata Management

Connecting the Dots: “Metadata Switch”

Discovery and delivery are mediated by large information hubs

“ Metadata Switch”: Click 3 Times and You’re Back in Kansas (er, UC Riverside) Google Books WorldCat.org UC Riverside

WorldCat.org: Destination or Metadata Switch? It’s a switch. Referrals to worldcat.org, Feb. 1 – Apr. 30, 2009 12.3% Typed/Bookmarked URLs 46.9% Other Web Sites 40.7% Search Engines

The “3 S’s” of Metadata Exchange

Synchronization

Syndication

Sharing

Synchronization : UC Libraries

U.C. Santa Cruz - September 2008. UCSC is sending files for additional processing as they clean up unresolved records.

U.C. Davis – October 2008 - Included a special cancels project. Also completed onetime cleanup projects for On-order and In-Process records.

U.C. Santa Barbara - March 2008.

U.C. Berkeley - May 2008. Now have an ongoing project. These projects also involved loading Institution Records.

U.C. Davis, Health Sci Libr - October 2008. Also completed onetime cleanup projects for On-order and In process records.

U.C. Riverside - April 2009.

UCLA - Involves four OCLC symbols (CLU, ZAS, CLETH, UCFTA). Processing for CLU completed last week.

Synchronization: UC Libraries (2)

In process or analysis:

UCLA

Univ of California Southern Regional Lib Facility

UCLA Ethnomusicology Archive

U.C. Irvine

U.C. San Diego

Main library

University of California Shared Cataloging Program

U.C. San Francisco

What is Syndication? Low resolution image of copyrighted work used for commentary on the topic of syndication. http://en.wikipedia.org/wiki/King_Features_Syndicate For news features like comics, syndication publishes the feature in multiple newspapers simultaneously. Web syndication makes website material available to multiple other sites.

Syndication: WorldCat Partners

Abebooks ( abebooks.com )

Alibris ( alibris.com )

Amazon.com ( amazon.com )

Antiquarian Booksellers' Association of America ( abaa.com )

Ask.com ( ask.com )

Better World Books ( betterworldbooks.com )

Biblio ( biblio.com )

BookMooch ( bookmooch.com )

BookPage ( bookpage.com )

Boopsie ( boopsie.com )

CompareEverywhere ( android.com )

DirectTextbook ( directtextbook.com )

ERIC ( eric.ed.gov )

Goodreads ( goodreads.com )

Google, Google Scholar and Google Books ( google.com , scholar.google.com , books.google.com )

Greenwood Publishing Group ( greenwood.com )

HCI Bibliography ( hcibib.org )

Internet Archive ( archive.org )

Project MUSE ( muse.jhu.edu )

Questia ( questia.com )

TRIS Database (NTB/NTIS) ( ntlsearch.bts.gov/tris/index.do )

Windows Live Search and Windows Live Academic ( search.live.com , academic.live.com )

Yahoo! Search ( search.yahoo.com )

These partner Web sites provide links to WorldCat.org and/or other access to WorldCat-based information:

Data Sharing: WorldCat API

Integrate WorldCat data into your web site

FRBR work clusters

Citations

Holdings (sorted geographically)

Citation links

Accepts: SRU & OpenSearch

Outputs: MARCXML, Dublin Core, RSS, Atom

http://worldcat.org/devnet/index.php/SearchAPIDemos

Data Sharing, Then and Now: A Time of Transition

THEN:

“ A model based upon the value in the creation and control of data”

NOW:

A model based upon the value in the exchange and linking of data

Janus, guardian of doors and gates

OCLC Review Board on Principles of Shared Data Creation and Stewardship

Review Board appointed by OCLC Board of Trustees and Members Council

URL of Review Board page: http://www.oclc.org/us/en/worldcat/catalog/policy/board/default.htm

Online feedback forum (blog): http:// community.oclc.org/reviewboard /

Email: [email_address]

Preliminary report at OCLC Members Council May 18-19

2. User Driven

“ Quality” in the user workflow from discovery to delivery

How does what end users say they want relate to what catalogers do?

The origin of the tire swing cartoon is discussed at http://www.businessballs.com/treeswing.htm

Key findings:

End users bring their expectations from popular Web sites to online catalogs

Different groups of end users have different priorities, but there are some commonalities across groups:

The end user’s delivery experience is as important, if not more important than the discovery experience

Most important for analog materials: summaries, tables of contents, etc.

Most important for e- content: linking to the content itself

http://www.worldcat.org/oclc/311870930

How to Get the Report

Publication of report May 2009

Download free PDF or purchase printed version

http://www.oclc.org/us/en/reports/onlinecatalogs/default.htm

Many thanks to our reviewers!

3. Social

Blurring of the lines between metadata or content consumers and creators (e.g., SoundUnwound, Wikipedia, more)

Expert community

End user community

OCLC’s Expert Community Experiment

Experiment to test “social cataloging” with OCLC’s expert community – began Feb 15

Interest and motivation from WorldCat Local pilot sites that want to use WorldCat Local as their “database of record”

Allows member libraries with full-level Cataloging authos to make additions and changes to almost all fields in almost all records

Expert Community Experiment

Allows member libraries with full-level Cataloging authos to make additions and changes to almost all fields in almost all records

PCC records (both BIBCO and CONSER) are excluded

LC records not coded as PCC are included

More information:

http://www.oclc.org/us/en/worldcat/catalog/quality/expert/default.htm

End User Engagement: With Thanks to John MacColl’s “Are Archives the New Libraries?”

Do not describe everything in painstaking detail

Start with basic description, then…

… allow serious researchers to contact you for more detail, and…

… engage your user community with adding to the descriptions

January 16 th 2008: LC photographs on Flickr John MacColl

24 hours later Exposure John MacColl

Impact: exposure Flickr: Top 50 LC: Top 6000 John MacColl

Contributions How to lose control John MacColl

Go with it

4. Multithreaded, Mashed-Up, Assembled from Various Sources, Dynamic/Changing, Social Remixes data from IMDb, Amazon’s music catalog, MusicBrainz, Mechanical Turk, more. “Views” by artist, album, genre, more. Links out to excerpts, content, other sites. Entries are editable by the community of users.

What factors influence an end user’s discovery experience today?

“ Dewey arranged books by subject, but Amazon tries to find every way we might want to get from the A of a book we know to the B, C, and Z of books we don’t know, including the fact that lots of other people bought Z.”

--David Weinberger, Everything is Miscellaneous, p. 62.

What Will a ‘Record’ Be?

Library metadata

practices:

Title

Author(s)

Publication details

Pagination, etc.

Series

Knowledge

‘ categories’:

-Classification

-Subject

ISBN

Etc.

Other attributes:

How/where to get it

Rights

How many sold

How many circulations

Banned anywhere?

Awards won?

Works cited by this one?

Reviews?

-Publisher

-Reader

Author information

Other editions

Technical metadata

Identifiers

Related works

Blog conversations

User tags

Derivative works

And on and on …

WorldCat Detail Record Redesign – Assembles Data from and Links to Various Sources …

… As Does WorldCat Identities

OCLC FRBR Work-set Algorithm

Provides a FRBR-based view of the data

Records clustered into works using author and title fields from bibliographic and authority records

Author names and titles normalized to construct a work key

All records with the same key are grouped together in a work set or cluster

Thanks to Diane Vizine-Goetz for the next sequence of slides

4.87 records/work set for multi-record sets FRBR Work Set Count Cover Art 2,365,961 Summary/Abstract 6,278,014 Table of Contents 4,714,103 Total works sets 12,169,454 Single record sets 9,535,415 Multi-record sets 2,634,039

Share data elements across a FRBR Work Set

Work pages beta Provides a rich context from cataloging data

Project team

JD Shipengrover

Roger Thompson

Diane Vizine-Goetz

Harry Wagner

Abstracts Authority Data Form/Genre Terms FRBR Clusters Holdings Data Class Numbers Subject Headings Summaries Tables of Contents

Opening Metadata Silos

Metadata

Communities

for:

Text

Print

Licensed

Digital

Archival

Data

Images

Sound

Video

Multimedia

Objects

More

Tree silo By Northern Miniatures http://flickr.com/photos/wordollhouses/2748481646/

Publisher Supply Chain Data Flow + MARC Records and Library Data Flow By Renee Register

New Models for Creating and Sharing Metadata By Renee Register

Metadata Reuse and Exchange: OCLC Next Generation Cataloging

Establish partnerships with publishers

Ingest publisher and vendor metadata in ONIX

Crosswalk to MARC (poss. to other formats)

Enhance publisher metadata

Output MARC records (available early in the publishing life-cycle)

Output enhanced ONIX data to publishers/other partners

http://www.oclc.org/partnerships/material/nexgen/nextgencataloging.htm

FY09 objective: Launch Next Generation Cataloging

5. Moving into the cloud The (invisible) cloud of complexity on the global network

Text

Print

Licensed

Digital

Archival

Data

Images

Sound

Video

Multimedia

Objects

Other people

More

Expectation: Easily Find AND Easily Get

5. Moving “into the cloud”

The cloud – like serving up electricity

“ I don’t care what’s up there as long as it works”

“ All you need is an Internet connection”

Don’t need software, don’t need hardware (except your laptop)

Web 2.0

“ The network is the platform”

Connected devices

Network effects

YouTube video: What is cloud computing? http://www.youtube.com/watch?v=6PNuQHUiV3Q By WhatKnot http://www.flickr.com/photos/whatknot/92549087/ From home generators to … THE GRID

How Might OCLC Help?