2. OCLC WorldShare™ Interlibrary Loan
• New service will replace WorldCat Resource
Sharing
• Included in existing OCLC Resource Sharing
subscriptions
• The service will:
– Add efficiencies and improve workflows
– Support delivery of print and electronic materials
– Promote member innovation with platform-driven
APIs
• WorldShare Platform supports new features that
require interoperation with other applications
• No changes to ILLiad
3. New and improved features
• Display of lender costs – speeds selection of appropriate
lenders
• Integrated buy-it options for staff – more options to buy
rather than borrow
• Variable aging of requests – automatic entry of “enter my
symbol twice” saves staff time
• Display of item availability and shelf status + dynamic
lender string based on item availability for WorldCat
Local libraries – select lenders based on actual
availability of needed item
• ---and more
12. Shared data about the world’s libraries.
Find and get it.
Shared infrastructure to manage and share resources
across libraries and across communities.
14. The future today
Doing things Doing
differently different things
15. The future today
Shopping Entertainment
Web Services
Platform
Data
Management
Infrastructure
Communication Information
16. The future today
The Web scales
Organizations have …and at the same time scope their
access to infrastructure services to focus on meeting the
and platforms that enable specific needs of their users.
them to reach a broad,
geographically diverse
community…
17. The Future Today: The world at Webscale
Consumer
Shared Shared
Data Infrastructure
Business
19. WorldShare can help address your public library’s key priorities
Enhancing visibility Demonstrating value
Stretching your budget
20. WorldShare can help address your academic library’s key priorities
Licensed content Role of library Facilities issues
Visibility of collection Digitization projects
21. Doing things differently
More time for Streamline
special collections technical services
Manage “e” and Automatically Give patrons
“p” in one place update e-content mobile access
25. Back to the future: A decade of change and new assumptions
100,000 apps
in Apple’s
1999 2001 2003 2004 2006 2009 2011
Discovery Community Collaboration
2000 2005 2007
26. A world of disconnects
city.gov Acquisitions
Cataloging Print
Self
BBC Google Service Vendors
News
Circulation
Overdrive Wikipedia ILS Electronic
Vendor
WebMD
iTunes
Users OPAC Library
Consortial
Amazon
Facebook System
eBooks
Google State
Home- Audio
Books Library
HathiTrust YouTube work books
help
ESPN National/
EasyBib
Global
Community
Blogs
Good System
Reads
27. Moving our infrastructure to Webscale
university.edu Acquisitions
Cataloging
Cataloging
Print
AcademiCal Circulation Self
SelfJSTOR Image Find Faculty Press
BBC Google Service Vendors
News
Google Service
Circulation
Circulation
JSTOR Wikipedia
Wikipedia ILS
ILS Electronic
Acquisitions Cataloging ScoreFinder Study Guides Vendor
WebMD
iTunes
iTunes Users
Users OPAC
OPAC Library
Library
Amazon
Facebook
Facebook
ERM
Self Service Vendor Directory Patron Admin NYT Best Sellers
Meta-
Meta-
search
search Consortial
Google
Scholar
A to Z
A to Z System
HathiTrust YouTube Resolver
Resolver
HathiTrust List
List
ESPN National/
EasyBib
Scholar Good
App Gallery Global
System
portals Reads
28. Moving our infrastructure to Webscale
city.gov Acquisitions
Cataloging Print
Circulation SelfFamily Tree Info Homework Helper
BBC Google Service Vendors
News
Facebook
bookclub Circulation
Overdrive Wikipedia ILS Electronic
Acquisitions Cataloging ScoreFinder Friends of the Library Vendor
WebMD
iTunes for donations
Users OPAC Library
Consortial
Amazon
Facebook System
Self Service Vendor Directory Patron Admin NYT Best Sellers
eBooks
Google State
Home- Audio
Books Library
HathiTrust YouTube work books
help
ESPN National/
EasyBib Community App Gallery
Good
Global
System
Blogs Reads
29. OCLC WorldShare Management Services
Circulation Family Analytics
Tree Info Homework Helper
Acquisition
Facebook
bookclub
Currently
Acquisitions Cataloging ScoreFinder Moving
Friends of the Library
Circulation Interlibrary Loan
on the to the
WorldShare WorldShare
for donations
platform platform
Self Service Vendor Directory Patron Admin NYT Best Sellers
License Mgr Metadata Mgmt
App Gallery
30. The OCLC WorldShare Platform
Library Built Partner Built OCLC Built
App Gallery
Web Services
Data Platform
Management
Infrastructure
36. WHAT LIBRARIANS
ARE SAYING ABOUT
WORLDSHARE MANAGEMENT
SERVICES
37. Streamlining workflows
―The CPC system is very excited about the
potential of WMS. We have an opportunity to
participate more fully with the OCLC cooperative
and a way to streamline our routine processes
and be more cost effective. We like the flexibility
of a Web-based system and its ease of use
for our staff.‖
Jackie Beach
Library Director, Craven-Pamlico-Carteret
Regional System (North Carolina)
38. Streamlining workflows to increase productivity
―…44% productivity increase for single
cataloger; by reducing this time, she is
able to accomplish more original
cataloging for our digital collections.‖
Tad Mindeman
Director of Library Services
Covenant College
39. Saves time, saves money
What WMS has meant for Pepperdine University Library:
•Better discovery with increased circulation and ILL (tripled)
•Outsourced hosting—no more hardware/software upgrades to manage
•Significant savings in total cost of ownership--$50,000 annually
•Many efficiencies in technical services and in the use of shared data
•Integration with ILLiad, CONTENTdm, and other services
•Potential for 3rd party apps –making technology work to save time
Lynne Jacobsen
Associate University Librarian for Information Resources, Collections,
and Scholarly Communication
Pepperdine University
40. Streamlining workflows
―Above all, we liked that OCLC is a
library cooperative. We are
members working together toward a
common vision, sharing many of the
same challenges. And it is through
this shared vision that we hope to
eliminate many of the barriers that
prevent access to information.‖
Sandy Ashworth
Library Director,
Boundary County District Library (Idaho)
41. Shared data about the world’s
libraries.
Find and get it.
Shared infrastructure to manage and
share resources across libraries and
across communities.
42. Meeting your public library’s priorities
• Key priority #1: Increasing visibility and relevance in your
community
– WorldShare solution: Increase your visibility on the Web
– WorldShare solution: Free your staff for critical public services
• Key priority #2: Demonstrating value to your funders and
community
– WorldShare solution: Offer new services for your patrons
• Key priority #3: Helping to stretch your budget
– WorldShare solution: Reduce your costs
43. Meeting your academic library’s priorities
• Key priority #1: Licensed content
• WorldShare solution: Unified management and automated
exposure and access
• Key priority #2: Role of the library in academia
• WorldShare solution: Give your library the ability to do different
things
• Key priority #3: Facility issues
• Key priority #4: Visibility of collection
• WorldShare solution: Expose your collections throughout the Web
• Key priority #5: Digitization projects
• WorldShare solution: Expose your collections throughout the Web
This short presentation provides an introduction to plans for OCLC WorldShare™ Interlibrary Loan, the new service that will replace WorldCat Resource Sharing in 2013.We will review some of the new functionality that will be available in the service, and talk about the schedule for moving your interlibrary loan activity to the new service.The migration from WorldCat Resource Sharing to WorldShare Interlibrary Loan will allow us to transform traditional interlibrary loan into a much broader fulfillment service with associated workflows. In the new service, interlibrary loan will be one of any number of fulfillment options a library may select according to the needs of its users and library policies.
OCLC WorldShare Interlibrary is the new delivery service that will replace WorldCat Resource Sharing in 2013. The service centralizes workflows now managed in multiple systems, and will provide new functionality that speeds fulfillment of interlibrary loan requests and saves time for library staff and library users. The new service will be included in your ongoing OCLC resource sharing subscription. The new service will:- Add efficiencies and improve workflows for library staff. For example:Staff will be able to more quickly see lender charges, and Staff will be able to immediately know which lenders can quickly supply an item - and more-Support libraries’ delivery of print and electronic materials. New functionality will result in faster identification and delivery of electronic materials that users want.-Simplify the way users work through libraries to obtain the resources they need, with additional integration with OCLC discovery services, increasingly faster turnaround times for material requests and more self-service options.The service will also promote member innovation through platform-driven APIs. WorldShare Interlibrary Loan will reside on the new WorldShare Platform that will support your use of APIs developed by others and give you the opportunity to create new APIs that can be shared with the resource sharing community.Ultimately, by helping users more easily obtain the resources they need from libraries, we hope the new service will keep people returning to libraries for the information they need. In a world where users expect instant gratification - a quick click to the information they need – we expect the new service will meet user needs and expectations in new and different ways from traditional interlibrary loan services.And just a quick note about ILLiad before we go on --- The release of WorldShare Interlibrary Loan will not mean any changes to use of the ILLiad service. Over time, we expect ILLiad to benefit from some of these changes, but ILLiad users will not experience any changes in the near term.
Here are examples of some of the new and enhanced features planned for WorldShare Interlibrary Loan. This is just a sample of some ways the new service will add efficiency to your interlibrary loan operations and save time for your staff.Display of lender costs from the OCLC Policies Directory. You will quickly see lenders’ charges for items you need to help you quickly select appropriate lenders.Integrated buy-it options for staff. You will easily see how much it would cost for you to purchase a requested item instead of borrowing it. In the future, planned integration with the WorldShare Management Services Acquisitions component will enable you to set up a profile that indicates when you prefer to purchase rather than borrow. This will move an ILL request into the acquisitions workflow for libraries that are using both ILL and WorldShare Management Services acquisitions. For example, you may decide that something that is less than 10 years old that costs under $30 is something you should add to your collection. The result will be further time savings for your staff. Variable aging of requests. This new feature replaces the manual entry of “enter my symbol twice” – or EMST – in lending strings. The current WorldCat Resource Sharing service allows four business days for a lending library to respond to a request. For many institutions, four days is not enough and they ask borrowing libraries to give them eight days – or “enter my symbol twice.” In the new service, lending libraries will be able to indicate the length of time they need to respond to requests in their libraries’ profiles. The service will automatically allow this amount of time for their responses, so staff at a borrowing library don’t need to remember to enter the symbol multiple times. Display of item availability and shelf status + dynamic lender string based on item availability for WorldCat Local libraries. Libraries with WorldCat Local or WorldCat Local “quick start” can use the interoperability with their ILS enabled by WorldCat Local to surface information about the shelf status and availability of a needed item. In addition, the service will create lender strings based on item availability information, so requests are sent only to the libraries that can fulfill them.
Here is an example of a borrowing record in the new service.This illustrates how WorldShare Interlibrary Loan will appear within the OCLC WorldShare Management Services interface. Notice that “Interlibrary Loan” displays in a tab on the upper right side of the interface. While the new delivery service will sit on the WorldShare Management Services interface, you will not be required to subscribe to WorldShare Management Services in order to use the new delivery service. Your OCLC resource sharing subscription will continue to provide your access to this new service. If you were to subscribe to WorldShare Management Services you would see a Resource Sharing tab IN ADDITION to tabs for Acquisitions, Circulation, etc.
And here is an example of a lender’s view of an interlibrary loan record.
As I mentioned in the previous slides, your access to WorldShare Interlibrary Loan will be through the interface for WorldShare™ Management Services, whether or not you subscribe to any other applications on this interface. As I mentioned before, your subscription to OCLC resource sharing includes your use of the new WorldShare Interlibrary Loan service.There will be a number of benefits for subscribing to other applications that are part of WorldShare Management Services in addition to WorldShare Interlibrary Loan.For example:Subscribers to OCLC WorldShare Acquisitions and WorldShare Interlibrary Loan will benefit from the integration of “buy it” options within the interlibrary loan workflow and library acquisitions.Within Acquisitions, you may set up rules that govern when your library purchases rather than placing an interlibrary loan request.When your rules indicate purchasing an item in response to a user request, you can track the purchase, including expenditures, within the Acquisitions application.Libraries that also subscribe to WorldShare Management Services will also see expanded options for patron request management.Library staff will be able to set limits on the number of requests by various types of patrons\\And patrons will have additional ways to manage their requests, including the options to cancel or renew
Beta testing with a group of 20 volunteer libraries ended in June 2012. The group was comprised of academic, public and special libraries that use WorldCat Resource Sharing services along with WorldCat Local, WorldCat Local “quick start” or Webscale Management Services. A phased rollout of the service will begin in mid-2012, progressing toward general availability for all users in early 2013. Access to the WorldCat Resource Sharing service is scheduled to end December 31, 2012. The phased rollout will help library staff match the timing of their move to the new service with availability of the functionality they use the most. - The Phase I managed group will migrate between July and September 2012. OCLC has invited libraries to participate in Phase I based on a review of library interlibrary loan usage patterns.- The Phase II managed group will migrate between November and Feb 2013 Release date.In September 2012, librarians interested in joining this group may to use an online form to let us know of their interest in participating. We will select up to 200 libraries for the group based on matching the functionality used by interested libraries against a set of qualification criteria. The qualification criteria will be shared closer to the September start of this phase.OCLC staff will work directly with administrators of groups and consortia with subscriptions to WorldCat Resource Sharing. Because these groups are all managed differently, we will work together to determine the best approach and timing for their migration to the new service.Starting February 2013, WorldShare Interlibrary Loan will be available for all WorldCat Resource Sharing subscribers. During this time, you may learn the new service and choose the best timeframe for your library’s migration. Those of you who have enabled user-initiated requests via FirstSearch can plan to begin your transition to the new service in July 2013. That is when new expert search functionality will be available in the enhanced interface now in development. Also - note that the initiation of new requests in WorldCat Resource Sharing will end in November 2013, so by this time you will want to have move the bulk of your activity to the new service.As we move forward with this significant migration effort, you will hear more about training resources and documentation that will help your staff become acquainted with WorldShare Interlibrary Loan.
Here are URLs of related services mentioned during this presentation.
During the testing phase, we will provide periodic progress reports via email on the OCLC-SHARING-L discussion list, during WorldCat Resource Sharing User Group Meetings that are held in person at ALA Annual and Midwinter meetings and virtually via webinars. We will also continue to update information about the service that currently resides on a migration area within the WorldCat Resource Sharing Web site. Once the new service is full available in February 2013. we will make sure that the Web site contains the resources you will need to plan and implement your library’s move to the new service. This will include details about new functionality, how we plan to transfer your administrative settings to the service and a schedule for the final retirement of the current service.We are committed to providing all of the training, implementation, documentation and customer support services you have come to expect from OCLC to help ensure a smooth migration to the new service for your library.
I am not here today to talk about an ILS with you. Rather I want to talk about the OCLC WorldShare strategy and vision to partner with libraries and help them collaborate with other libraries to extend their reach both within their community and beyond. This strategy continues the Cooperative’s public purpose to increase access to the world’s knowledge.This is the WorldShare strategy in brief, to enable libraries to continue extending access to knowledge both within the community they serve and beyond.
OCLC member libraries have worked together for over 40 years to build to world’s largest database of library collections. It’s purpose has been to work with shared data both to improve cataloging efficiencies for libraries but to also increase access to the world’s knowledge held by libraries.WorldCat represents the shared data about the world’s libraries, connecting library data to other information providers on the open web, ensuring information seekers can find and get the materials and services available in the world’s libraries.CLICK: Now the cooperative is taking it to the next level with OCLC WorldShare.WorldShare is the shared infrastructure—that will allow libraries to create, collect, manage and share their resources in new and more efficient ways at Webscale.
Let’s look first outside the library space to see how the Web and Webscale solutions have already brought us the future today in our everyday lives.
The Web has allowed us to do things differently than we used to. So instead of going to the bookstore, I just go online and order the book, and of course now I’m downloading an ebook. So how I purchase and read is evolving.But what is perhaps more interesting and relevant is that with the Web I can do different things. So now I can write a novel, self-help book, travel guide, and then self publish it straight to Amazon Kindle, taking advantage of the infrastructure and community that Amazon has already built. That is doing a very different thing than I ever could before the web.Let’s look at various industries and how the Web has changed them.
CLICK: We know shopping has changed dramatically, but what Amazon has done is much more than just making it easy to purchase things online. CLICK: They built a platform which is now the infrastructure for tens of thousands of business. CLICK: And they pushed it further to become the platform for many businesses and other institutions to store data and run software in the cloud. CLICK: They then created Web Services so other businesses could easily interact with their data and platform.CLICK: Looking at Facebook, while they changed the way we interact with families and friends, again they pushed it further and built a platform for others to deploy apps which take advantage of their infrastructure and community.CLICK: Apple didn’t just completely change the way we purchase music, but they went further to provide a platform for others to create any type of app they wanted and share it easily, whether for entertainment, business or education.CLICK: And finally Google who changed the way we search for information. But like the others they went further and built a platform to do many interesting useful things such as aggregating data in Google maps and making it re-usable by others, creating cloud based applications like Google docs to make collaboration easier and less expensive.
What all these have taken advantage of is the fact the Web scales. It can scale up or scale down based on the current need. So organizations can easily scale up because they have access to infrastructure and platforms, which enable them to reach broad, geographically diverse communities. But at the same time they can scale down to scope their services to focus on meeting the needs of their users, down to a single user. For example, Amazon scales up to let me search thousands of businesses at once but at the same time narrow down to my specific need, last item I needed was a wireless enthernet bridge.This is what we call Webscale.
[CLICK] So the web allows large communities to easily come together, individuals, businesses, and organizations.[CLICK] Because businesses can draw on shared data stores and shared infrastructure they can spend less time focusing on what it takes to run the business relation to the consumer and instead focus on improve consumer experience etc. And the consumer spends less time looking and more time doing.[CLICK] In the business world it is the dramatically improved relation between the consumer and their businesses which make Webscale so important to them.
So how do we then relate the priorities of our institution and our library to what we see in the business world and their use of the Web and Webscale?Some recent OCLC studies have revealed that directors and staff at public libraries generally share three major priorities in terms of day-to-day needs.
And we believe that OCLC WorldShare will help you address those key concerns. That 1st priority we heard about from public libraries is enhancing visibility and increasing relevance in our communities. There are two ways that WorldShare addresses those concerns. First, it can increase your library’s overall visibility on the Web, and secondly it can free your staff for critical public services.
Narrowing it down now to the library itself, OCLC conducted a survey of librarians in summer 2011 asking their top 3 priorities. Here are the 5 that received the most votes as top priorities. Because of the dramatic shifts in how teaching, learning and research are accomplished to make our priorities meet the academy’s priorities means we have to be able to do different things than we have in the past.
If we are going to meet these priorities it means we have to do many things differently in our libraries today. A few different things I can think of are:[click] Spend more cataloging time on special collections[click] Streamline tech services so staff have 8 hours a week freed up for new projects[click] Manage all your physical and electronic collections in one place[click] Automatically add and update e collections for discovery and access[click] Give your students access to everything from your library on their mobile deviceBy doing things differently we should then have capacity to do some different things.
So if you could do lots of things differently… what different things would you do?Maybe you could sponsor the creation of an app to help students collaborate on projects from multiple sources and locations. Maybe you could do something similar for business or community groups. Maybe you could begin hosting live webinars on your most popular subjectsThe point is… if we want to free up capacity to do the really interesting, meaningful things that will enhance visibility and demonstrate value in our communities… we have to do some things differently in order to free up capacity.WorldShare Management Services help do both.
Let’s look at the environment we now live in and the one the OCLC Cooperative has been working to create.In the last decade the Web has changed out we search for and discover information, how communities come together and how we even think about computing and take advantage of computing power.Over the last 10 years OCLC has been working with libraries to not just respond to this change but to participate in it. Starting in 2000 with the strategy to weave the web into libraries and libraries into the Web, through to syndicating WorldCat to Google for harvesting and bringing WorldCat down to the local library with WorldCat Local to now launching the WorldShare strategy with libraries.Why is the WorldShare strategy and vision so important to libraries?
We find ourselves in a world of disconnects within our library infrastructures. We’ve added systems over the year to cope with the changing collections and formats we now manage. And in reality many of these connecting lines do not exist or are at best dashed and fuzzy.But making the problem more serious is the fact our users live in a larger ecosystem, and we are barely even connected to it.
So the WorldShare strategy is to create a platform where the applications, or apps, that allow us to both manage our library differently but to enable us to start doing different things. When apps are in a shared platform environment they can draw on shared data stores and services, be more easily shared among libraries and really extend our reach. Whether it is apps like these for the routine management of the library we already do.
So the WorldShare strategy is to create a platform where the applications, or apps, that allow us to both manage our library differently but to enable us to start doing different things. When apps are in a shared platform environment they can draw on shared data stores and services, be more easily shared among libraries and really extend our reach. Whether it is apps like these for the routine management of the library we already do.
Learning from the business world around us, this is what the OCLC WorldShare Platform was built to do.The WorldShare has the infrastructure, data, and Web services needed to create and share apps which leverage the collective innovation of the community.With the App Gallery it supports OCLC-developed, partner developed and library community developed applications and Web services, leveraging the aggregated data in WorldCat alongside valuable repositories managed by the library and information community.MORE DETAIL BELOW IF WANTED. The OCLC WorldShare Platform is the technical infrastructure that will support OCLC applications, Web services and data moving forward. The platform is built on a shared cloud-computing infrastructure and leverages the aggregated data in WorldCat, the WorldCat knowledge base and the WorldCat Institution Registry.The WorldShare platform provides a flexible and broadly accessible environment that will support applications built by the library community, partners and by OCLC. This framework can support the creation of Webscale services for other organizations, library developers, researchers and partners. Applications can then be easily configured and shared by libraries in order to deliver new functionality and value to their users.The OCLC WorldShare App Gallery allows nonprogrammers to test and install applications by clicking through the steps in the same, central WorldShare interface. In this way, though the creation of applications requires programming expertise, their use does not. Like Apple’s App Store, developers create applications which are submitted for quality testing, and certified apps become visible for installation.Applications on the platform have access to all OCLC subscription resources, as well as many freely-available materials. Applications in the App Gallery can be developed and tested freely… but installation into production requires activation keys. There is no fee associated with access to the OCLC WorldShare Platform. It is a value-added method of cooperation and collaboration built to improve the services to which OCLC members already subscribe.
Learning from the business world around us, this is what the OCLC WorldShare Platform was built to do.The WorldShare has the infrastructure, data, and Web services needed to create and share apps which leverage the collective innovation of the community.With the App Gallery it supports OCLC-developed, partner developed and library community developed applications and Web services, leveraging the aggregated data in WorldCat alongside valuable repositories managed by the library and information community.MORE DETAIL BELOW IF WANTED. The OCLC WorldShare Platform is the technical infrastructure that will support OCLC applications, Web services and data moving forward. The platform is built on a shared cloud-computing infrastructure and leverages the aggregated data in WorldCat, the WorldCat knowledge base and the WorldCat Institution Registry.The WorldShare platform provides a flexible and broadly accessible environment that will support applications built by the library community, partners and by OCLC. This framework can support the creation of Webscale services for other organizations, library developers, researchers and partners. Applications can then be easily configured and shared by libraries in order to deliver new functionality and value to their users.The OCLC WorldShare App Gallery allows nonprogrammers to test and install applications by clicking through the steps in the same, central WorldShare interface. In this way, though the creation of applications requires programming expertise, their use does not. Like Apple’s App Store, developers create applications which are submitted for quality testing, and certified apps become visible for installation.Applications on the platform have access to all OCLC subscription resources, as well as many freely-available materials. Applications in the App Gallery can be developed and tested freely… but installation into production requires activation keys. There is no fee associated with access to the OCLC WorldShare Platform. It is a value-added method of cooperation and collaboration built to improve the services to which OCLC members already subscribe.
So this means with WorldShare Management Services all your library needs is a Web browser and your staff can log into a single interface to manage all of you collection management needs. Because the WorldShare Management Service applications are built on the WorldShare Platform it will allow your library, other libraries and other system suppliers to add new apps into this same interface without needing any intervention from OCLC staff. It also opens the data in the platform for re-use outside WorldShare Management Services to extend you reach and allow you to do different things.
So summarizing OCLC’s strategy for partnering with libraries:It is about participating in the community of the Web with:CLICK: WorldCat being the shared data about the world’s libraries, connecting library data to other information providers on the open web, ensuring information seekers can find and get the materials and services available in the world’s libraries.CLICK: And now the cooperative taking it to the next level with OCLC WorldShare.WorldShare is the shared infrastructure—that will allow libraries to create, collect, manage and share their resources in new and more efficient ways at Webscale.
We believe it can help you answer those key concerns. CLICK: That 1st key concern which is increasing visibility and relevance in your community and there are two ways that WMS offers a solution. First, it can increase your visibility on the web, and secondly it can free your staff for critical public services. CLICK: The next key concern was demonstrating value to your funders and community. With WMS, you can offer new services for your patrons. CLICK: Finally, your third key concern was helping distract the budget. With the Webscale solution you can reduce costs, and we will show you how.
