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?
Harness the cooperative by enabling libraries to share hardware, services and data ‘in the cloud’
WorldCat Local, as a network-level end-user interface, is the first step
Continue by building cloud services on top of WorldCat to support library resource management
Generate significant savings for libraries to deploy to new initiatives

OCLC Cooperative Web-scale Library Management Services
Web-Scale …
Circulation and Delivery
Print and Electronic Acquisitions
License Management
Self-Configuration
More at http://www.oclc.org/productworks/webscale.htm

Moving Tech Services to the Cloud: What Would We Need to Do Differently?
Incrementally move technical services to the network
Think of selection-ordering-receiving-payment-cataloging-catalog maintenance as ONE stream
Normalize or step away from many local practices
Exploit all sources of selection, acquisitions, cataloging and classification data
Mine identifier, catalog, authority, and classification data for new uses (e.g., data services, collocation, browsing, visualization)
Metadata production – manual (special collections) and automated (core collections of published materials)
Move beyond MARC (new metadata management platform)

In Conclusion: Opportunities for ‘Next Generation’ Library Metadata Practice
Take the collections to a wider audience: be where their eyes are; expose your metadata!
Open up metadata silos ; support metadata exchange, reuse, interoperation
Develop user-centered definitions of metadata ‘quality’; engage with users as metadata contributors
Move metadata management to the cloud

What Will It Mean “to Catalog”?
Point and click ‘in the cloud’
Fuzzier boundaries between consumers and creators of metadata
Many types of information objects (things and people)
Metadata production – manual (special collections) and automated (core collections of published materials)
Metadata reuse, conversion, ‘mash-ups’
Data mining; metadata consulting, design and development
By Angela Ben de Cosanostra http://flickr.com/photos/amcclen/281983490/

Thank You! [email_address] http:// community.oclc.org/metalogue

Next Generation Technical Services May 2009 Calhoun

by Karen Calhoun on May 13, 2009

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Next Generation Technical Services May 2009 Calhoun — Presentation Transcript