These slides are from the ALCTS Acquisitions Managers and Vendors Interest Group panel discussion at ALA Annual 2013 in Chicago, IL. The slides highlight functions of OCLCs WorldShare Management System (WMS).
Patrons first: Breakdown the barriers between materials found in traditional ILSs and metasearch systems *systems that combine results from multiple databases into a single interface See what other libraries own at-a-glance User friendly – patrons no longer have to know where to go to look for something (the ILS, A-Z list, federated search) Access to global community – via WorldCat. Users may access pre-existing Worldcat account within the WorldCat Local interface. Users may email/txt local reference librarians from within the interface. Staff side: Acquisitions indirectly played a significant role in our desire, because we were looking for a system that would allow us to totally restructure processing. Streamline processes Improve e-resource control Flexible system with an open API which would allow us develop components/apps locally We wanted a system where we felt we were more of a partner with the “vendor” We wanted a system where we paid for one fee upfront and all future improvements/development would be included in the “one fee”.
Workflow and Organizational Changes: Previous ILS reflected paper ACQ processes of 20 years ago This system is a global system Bib records, vendor records, license records exist within a global database some of which have locally customizable fields. Cataloging is done at the point of order A record has to exist to place an order
WMS allows you to capitalize on the global shared database to maximize efficiency. General information does not need to be entered by every library. eResources coverage data is loaded automatically by OCLC – no longer any need to run coverage loads in to the system. Partnerships with publishers and vendors means OCLC does a lot of the work we used to do locally—general info is updated, coverage updated, ebook loads happen directly etc
*Add vendors It is important to remember that WMS is a shared database. General information is global. However, you can add local information that can only be seen by YOUR library. You search for vendors in the global interface, use the global record and then customize it for your institution. **By using a global database of vendors that includes general information it reduces the time it takes to set up vendor records.
Order Naming Conventions Vendor-date-staff member initials dha= ACQ staff member 1 Dms= ACQ staff member 2 PO=Purchase Order
Next Generation Library Management Systems: Acquisitions & eResource Functionality--WMS
Next Generation Library
Management Systems: Acquisitions
& eResource Functionality -- WMS
Rene J. Erlandson
ALA Annual 2013– ALCTS Acquisitions Managers and Vendors Interest Group
Sunday, June 30, 2013
What is WMS?
•Staff side of the OCLC cloud based
WMS / WCL / License Manager
•August 2012, "Live" March 1, 2013
University of Nebraska Omaha
Criss Library and UNO-Kaneko Library
Improve e-resource control
Buffet vs. Al a Carte
Improve integration of e-resources
No more “where do I go”
Easy to navigate
Access to global community
Access to librarians within the system
Workflow & Organizational Changes
Previous ILS reflected paper ACQ processes of 20 years ago
Hard look at "why"
This system is a global system
Cataloging is done at the point of order
Acquisitions/Cataloging 7 to 3
Implemented DDA/PDA at the same time.
No historical order data migrates
Add Vendors *
Add fund codes
Determine order naming and numbering conventions*
Managed in the KnowledgeBase (KB) & License Manager
Gather vendor-supplied admin user names and passwords
Multiple avenues for populating the Knowledgebase:
Manually add collections
Use KBART to upload multiple collections
ACQ & eResource Advantages
Fully integrated search results for patrons
Global shared database
Partnerships with publishers and vendors.
General info updated
eResource data updated globally
eBook loads done weekly/biweekly
University of Nebraska Omaha