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).
Highlights aspects of the UNO Library migration from a traditional integrated library system to OCLCs cloud-based platform.
Part of a panel presented at the first Midwest WMS Users Group Meeting, September 2013, in Omaha, NE.
This presentation was provided by Rick Johnson of Notre Dame University during the NISO virtual conference, That Cutting Edge: Technology's Impact on Scholarly Research Processes in the Library, held on October 24, 2018.
This presentation was provide by Mita Williams of the University of Windsor during the NISO virtual conference, That Cutting Edge: Technology's Impact on Scholarly Research Processes in the Library, held on October 24, 2018.
OCLC ALISE Library & Information Science Research Grant ProgramLynn Connaway
Connaway, L. S. (2018). OCLC ALISE Library & Information Science Research Grant Program. Presented at ALISE 2018 Conference, February 8, 2018, Denver, Colorado.
Highlights aspects of the UNO Library migration from a traditional integrated library system to OCLCs cloud-based platform.
Part of a panel presented at the first Midwest WMS Users Group Meeting, September 2013, in Omaha, NE.
This presentation was provided by Rick Johnson of Notre Dame University during the NISO virtual conference, That Cutting Edge: Technology's Impact on Scholarly Research Processes in the Library, held on October 24, 2018.
This presentation was provide by Mita Williams of the University of Windsor during the NISO virtual conference, That Cutting Edge: Technology's Impact on Scholarly Research Processes in the Library, held on October 24, 2018.
OCLC ALISE Library & Information Science Research Grant ProgramLynn Connaway
Connaway, L. S. (2018). OCLC ALISE Library & Information Science Research Grant Program. Presented at ALISE 2018 Conference, February 8, 2018, Denver, Colorado.
How do small Academic Libraries within a consortium provide ILL? How do they meet the research needs of their faculty as well as their students? This session will talk about the challenges they face and what benefits they would derive from centralized ILL offered by the largest member of the consortium. Presentation by Karen Hildebrandt & Bonita Bjornson.
This presentation was provided by Andrew K. Pace of OCLC, during the 13th Annual NISO-BISG forum "Interoperability: From Silos to An Ecosystem," held on June 24, 2020.
This presentation was jointly provided by Darby Orcutt and Susan Ivey, both of North Carolina State University during the NISO Virtual Conference, That Cutting Edge: Technology's Impact on Scholarly Research Processes in the Library, held on October 24, 2018.
Slides from OCLC Research workshop on the Evolving Scholarly Record held in San Francisco, 2 June 2015, preview of upcoming report from OCLC Research (Lavoie and Malpas).
This presentation, by Tito Sierra, was given as part of the Program on Information Science brown bag series.
This study investigates how research libraries are staffing for the future by examining their planned investment in new professional positions. The data for this study are vacancy announcements for full-time professional positions advertised by ARL member university libraries throughout the 2011 calendar year. This yearlong survey of ARL hiring provides insight into current research library staffing priorities, and evidence of emerging job specializations in the research library field.
This presentation was provided by Jack Maness of the University of Denver during the NISO Virtual Conference, That Cutting Edge: Technology's Impact on Scholarly Research Processes in the Library, held on October 24, 2018.
Service Design: Towards a Holistic Assessment of the Library Experience
Joe Marquez, MLIS, Web Services Librarian, Reed Libraries, Reed College
Annie Downey, MLIS, PhD, Reed Libraries, Director of Research Services, Reed College
Regional Models for Open Research and Education in Latin America - Guillermin...Right to Research
This presentation by Guillermina Actis was part of OpenCon 2017's Regional Models for Open Research and Open Education panel.
Guillermina's presentation introduced the regional landscape of science and technology (S&T) communication, focusing on the alternatives that have been built in the last decades to increase local knowledge production’s visibility through regional indexing systems and gold open access (SciELO and RedALyC). The high-level authorities’ efforts for promoting green open access policies and building its infrastructures will also be addressed by presenting the regional initiative established in 2012, LAReferencia, which is a federated network of nine countries that aims at establishing agreements and providing guidelines for the creation of repositories to provide open access to publicly funded research, addressing S&T production as a public good.
How do small Academic Libraries within a consortium provide ILL? How do they meet the research needs of their faculty as well as their students? This session will talk about the challenges they face and what benefits they would derive from centralized ILL offered by the largest member of the consortium. Presentation by Karen Hildebrandt & Bonita Bjornson.
This presentation was provided by Andrew K. Pace of OCLC, during the 13th Annual NISO-BISG forum "Interoperability: From Silos to An Ecosystem," held on June 24, 2020.
This presentation was jointly provided by Darby Orcutt and Susan Ivey, both of North Carolina State University during the NISO Virtual Conference, That Cutting Edge: Technology's Impact on Scholarly Research Processes in the Library, held on October 24, 2018.
Slides from OCLC Research workshop on the Evolving Scholarly Record held in San Francisco, 2 June 2015, preview of upcoming report from OCLC Research (Lavoie and Malpas).
This presentation, by Tito Sierra, was given as part of the Program on Information Science brown bag series.
This study investigates how research libraries are staffing for the future by examining their planned investment in new professional positions. The data for this study are vacancy announcements for full-time professional positions advertised by ARL member university libraries throughout the 2011 calendar year. This yearlong survey of ARL hiring provides insight into current research library staffing priorities, and evidence of emerging job specializations in the research library field.
This presentation was provided by Jack Maness of the University of Denver during the NISO Virtual Conference, That Cutting Edge: Technology's Impact on Scholarly Research Processes in the Library, held on October 24, 2018.
Service Design: Towards a Holistic Assessment of the Library Experience
Joe Marquez, MLIS, Web Services Librarian, Reed Libraries, Reed College
Annie Downey, MLIS, PhD, Reed Libraries, Director of Research Services, Reed College
Regional Models for Open Research and Education in Latin America - Guillermin...Right to Research
This presentation by Guillermina Actis was part of OpenCon 2017's Regional Models for Open Research and Open Education panel.
Guillermina's presentation introduced the regional landscape of science and technology (S&T) communication, focusing on the alternatives that have been built in the last decades to increase local knowledge production’s visibility through regional indexing systems and gold open access (SciELO and RedALyC). The high-level authorities’ efforts for promoting green open access policies and building its infrastructures will also be addressed by presenting the regional initiative established in 2012, LAReferencia, which is a federated network of nine countries that aims at establishing agreements and providing guidelines for the creation of repositories to provide open access to publicly funded research, addressing S&T production as a public good.
Tools, People & Processes: Managing Change HolisticallyRene Erlandson
This presentation was given by Rene J. Erlandson and Rob Ross at the 2013 Charleston Conference. Managing technology change is more than migrating to new systems and changing workflows and processes. Often the human aspect of technology change is overlooked. This session highlighted key strategies for successfully managing all aspects of change.
A briefing paper written by Ken Chad for Higher Education Library Technology contrasts the library resource management landscape now with the situation in 2008 when a Jisc/SCONUL LMS study recommended that the time was not right for libraries to purchase a new library management system. In the intervening period a new generation of 'library services platforms' (LSPs) has emerged to replace library management systems (or integrated library systems –as they are also known) and the pace of procurement has quickened.
Ken Chad analyses the current landscape and looks at the strategic issues around the changing nature of library collections, shared services, workflows, analytics and the cloud. He predicts that LSPs will move to encompass additional resource silos. Furthermore cloud-based library platforms will unleash further opportunity for shared services. ”The cloud is becoming the new normal” he suggests, quoting Amazon’s cloud strategy chief Andrew Jassy.
Library infrastructure: value for money? Ken gave a short presentation at the Jisc Library System Programme Workshop on 15th July 2013. It looked at the value and business case for making changes to library technology infrastructure. The workshop was a chance for the projects that made up the programme to talk about the work they had done and the tools and resources they have created, and a chance for the community to discuss some of the issues and challenges that the sector currently faces. The workshop had three main strands that explored:
Collaborative Systems and Services;
Transforming workflows and practices
Tools and Techniques for Systems Change
Presented at the 2015 Charleston Conference by Neil Block, Vice President of Discovery Innovation, Academic Libraries at EBSCO Information Services; Elizabeth Leonard, Asst. Dean for Info. Technologies and Collection Services, Seton Hall University; and Tim McGeary, Associate University Librarian for IT, Duke University.
In increasingly complex information landscapes, is it time to stop thinking in terms of the library management system (LMS) or integrated library system (ILS), or even a ‘library services platform’ – and instead start talking about an ‘ecosystem’.
The future of the integrated library systemWhitni Watkins
The traditional ILS as we know it will only die out because it will evolve. It will not disappear. More now than ever do libraries need automation and resource management. The thing is, our collections are becoming more and more heavily electronic, we need a system that will handle digital content in an efficient manner. The current ILS does not.
Current ILSs are built around the traditional library practice of print collections and services
designed around these collections, but the last ten to fifteen years have seen great shifts in both
library collections and services. Print and physical materials are no longer the dominant resources.
Actually, in many libraries, especially in academic and research libraries, the building of electronic
and digital collections have taken a larger role in library collection development.
As libraries have moved increasingly to accommodate digital collections, they’ve found the ILS products unable to be reconfigured well enough to smoothly and efficiently handle the integration of all the workflows that are different, yet, necessary, for both print and digital.
The current ILS serves the purpose for an academic library but instead of one system with seamless interaction we have one system with add on components to do some of the now necessary functions like electronic resource management and the discovery layer.
there are three trends that will lead to the change in the traditional ILS: “1. Increased digital collections; 2. Changed expectations regarding interfaces; 3. Shifted attitudes toward data and software.”
There are four distinguishing characteristics of the next-generation ILS we believe are critical. They are comprehensive library resources management; a system based on service-oriented architecture; the ability to meet the challenge of new library workflow; and a next-generation discovery layer.
Up until recently, libraries developed collections to serve the communities that they were located in. And that's going to shift because the collections that they create will define the communities they serve, which is the exact opposite of the way it used to be in the physical world. In the electronic world it will be completely opposite. (VINOD CHACHRA, VTLS)
Our collections are now booming with digital content and a very inept way to serve it. The traditional ILS wasn’t created to handle digital content. The new ILS, will serve as a library service platform where digital content will be a the forethought instead of an afterthought.
Breeding writes that “the next generation of library automation systems needs to be designed to match the workflows of today’s libraries,
which manage both digital and print resources.”
There are four distinguishing characteristics of the next-generation ILS we believe are critical. They are comprehensive library resources management; a system based on service-oriented architecture; the ability to meet the challenge of new library w
Meeting the e-resources challenge through collaboration: an OCLC perspective ...NASIG
Libraries have been evolving their methods and approaches to managing the increasing range and number of electronic collections; however, much of the technology that has been developed to support this evolution involves the use of closed, disparate systems that each supports a single aspect of electronic resource management. At this session, OCLC staff and experts from member libraries will look at specific challenges of the e-resource management life cycle and share their perspectives about the opportunities to simplify and streamline processes at each step of the workflowselect, acquire, describe, discover, access and renew.
Particular focus will be given to the potential for libraries (and providers) to share data, tools and processes within OCLC's suite of WorldShare applications. These include: working with publishers to provide comprehensive, timely, good quality, reusable metadata to drive the discovery and usage of electronic resources; providing APIs that foster the development of functional enhancements that benefit everyone; working with a range of partners to embed metadata about, and drive discovery of, library collections in the sites and tools where users start their search.
OCLC is a worldwide cooperative of more than 16,000 libraries, archives and museums, working with members to provide a range of cloud-based, cooperative services that manage the complete library management life cycleOCLC WorldShare. OCLC's unique community-led approach to cataloging has resulted in widespread acknowledgment of the richness and accuracy of libraries' metadata. We are now applying this approach to the description, management and discovery of electronic resources.
By offering applications that address acquisitions, link resolution, authentication, license management, discovery, metadata synchronization and analyticson an open, shared platformOCLC is working with libraries to share the work of managing and delivering licensed resources with services that streamline and automate critical functions at every step of the library's workflow.
Presenters:
Maria Collins
Head, Acquisitions and Discovery, North Carolina State University
Rene Erlandson
Director of Virtual Services, University of Nebraska Omaha
Jill Fluvog
Director of eSolutions, OCLC
Dawn Hale
Head of Technical Services, Johns Hopkins University
Andrew Pace
Executive Director for Networked Library Services, OCLC
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UiPath Test Automation using UiPath Test Suite series, part 5
Next Generation Library Management Systems: Acquisitions & eResource Functionality--WMS
1. 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
1:00-2:30
MCP-E351
2. What is WMS?
•Staff side of the OCLC cloud based
discovery platform
WMS / WCL / License Manager
•August 2012, "Live" March 1, 2013
3. University of Nebraska Omaha
•
•
•
•
Metropolitan University
15,000 students
Criss Library and UNO-Kaneko Library
1.2M volumes
4. Looking for?
Staff side
Streamline processes
Increase efficiencies
Improve e-resource control
Flexible/Open system
Partnership
Buffet vs. Al a Carte
Patrons first
ILS/metasearch
Other libraries
Improve integration of e-resources
User friendly
No more “where do I go”
Easy to navigate
Access to global community
Access to librarians within the system
5. Results?
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.
Seamless
Highly successful
6. Acquisitions
No historical order data migrates
Add Vendors *
Add fund codes
Add Budgets
Determine order naming and numbering conventions*
7. e-Resource Data
Managed in the KnowledgeBase (KB) & License Manager
Gather vendor-supplied admin user names and passwords
Multiple avenues for populating the Knowledgebase:
PubGet <pubget.com>
Manually add collections
Use KBART to upload multiple collections
8.
9. WMS/WCL
ACQ & eResource Advantages
Fully integrated search results for patrons
Global shared database
Maximize efficiency
Partnerships with publishers and vendors.
General info updated
eResource data updated globally
eBook loads done weekly/biweekly
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