Better Together: How Cooperative Management Integrates ALL of Your Collections Licensed, Print and Digital

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1 ALA Annual Conference, Anaheim, CA 23 rd JUNE 2012 Better Together: How Cooperative Management Integrates ALL of Your Collections Licensed, Print and Digital Andrew K. Pace Executive Director, Networked Library Services David Whitehair Sr. Product Manager, Metadata Management

2 Agenda A New Strategy New Tactics: webscale, simple, cooperative, and purpose-driven Stop waving your hands and tell me what s in it for me and my patrons! The future of WorldShare Metadata

3 Global survey results: Top strategic priorities for libraries EMEA Americas Providing access to electronic and digital content Recruitment, training and management of staff Providing access to electronic and digital content Improving access to resources and information Asia Pacific Providing access to electronic and digital content Improving access to resources Developing strategic partnerships Improving the customer experience

4 Strategy and Tactics

5 Strategy and Tactics Vision without action is a daydream. Action without vision is a nightmare. Japanese Proverb

6 Strategy

7 Shared data about the world s libraries. Find and get it. Shared infrastructure to manage and share resources across libraries and across communities.

8 Challenges Mainstream alternatives to library services Demand declining for traditional services New patron demands Alignment to institutional/ societal goals Managing down print E-books at a tipping point Re-purposing library space

9 Challenges Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Mainstream alternatives to library services Demand declining for traditional services New patron demands Alignment to institutional/ societal goals Managing down print E-books at a tipping point Re-purposing library space

10 Challenges Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Efficiency Maintaining, improving and transforming library services in an era of sustained downward budget pressure. Library funding Budget pressures Global economy Redeploying library staff Outsourcing

11 Challenges Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Efficiency Maintaining, improving and transforming library services in an era of sustained downward budget pressure. Users start in Google / Google Scholar Discovery starts outside the library Getting in user workflows Exposure of library services Syndicating library data

12 Challenges Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Efficiency Maintaining, improving and transforming library services in an era of sustained downward budget pressure. Meeting users at the point of need Present users with the library services they need within their mainstream workflows. Users start in Google / Google Scholar Discovery starts outside the library Getting into user workflows Exposure of library services Syndicating library data

13 Challenges Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Efficiency Maintaining, improving and transforming library services in an era of sustained downward budget pressure. Meeting users at the point of need Present users with the library services they need within their mainstream workflows. Breaking down resource silos Digital integration / mass digitization Licensed resource workflows Managing down print Managing learning objects

14 Challenges Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Efficiency Maintaining, improving and transforming library services in an era of sustained downward budget pressure. Meeting users at the point of need Present users with the library services they need within their mainstream workflows. Unified Collection Management Efficiently manage a collection spanning print, electronic and digital material. Breaking down resource silos Digital integration / mass digitization Licensed resource workflows Managing down print Managing learning objects

15 Challenges Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Efficiency Maintaining, improving and transforming library services in an era of sustained downward budget pressure. Meeting users at the point of need Present users with the library services they need within their mainstream workflows. Unified Collection Management Efficiently manage a collection spanning print, electronic and digital material. Increased Collaboration Shared Services Economies of Scale Accelerated Innovation Shared Innovation

16 Challenges and Opportunities Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Efficiency Maintaining, improving and transforming library services in an era of sustained downward budget pressure. Meeting users at the point of need Present users with the library services they need within their mainstream workflows. Unified Collection Management Efficiently manage a collection spanning print, electronic and digital material. Collaboration & Innovation Support greater collaboration and innovation between libraries. Increased Collaboration Shared Services Economies of Scale Accelerated Innovation Shared Innovation

17 Strategic Response Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Strategic Initiative to collaboratively build Webscale with libraries. Efficiency Increase the relevance and visibility of libraries in a Webscale world Maintaining, improving and transforming library services in an era of Increase efficiencies and reduce costs. sustained downward budget pressure. Meeting users at the point of need Present users with the library services they need within their mainstream workflows. Unified Collection Management Efficiently manage a collection spanning print, electronic and digital material. Collaboration & Innovation Support greater collaboration and innovation between libraries.

18 Strategic Response Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Strategic Initiative to collaboratively build Webscale with libraries. Efficiency Increase the relevance and visibility of libraries in a Webscale world Maintaining, improving and transforming library services in an era of Increase efficiencies and reduce costs. sustained downward budget pressure. Meeting users at the point of need Provide Present Webscale users with data, the discovery library services and syndication they need within services. their mainstream workflows. Unified Collection Management Efficiently manage a collection spanning print, electronic and digital material. Collaboration & Innovation Support greater collaboration and innovation between libraries.

19 Strategic Response Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Strategic Initiative to collaboratively build Webscale with libraries. Efficiency Increase the relevance and visibility of libraries in a Webscale world Maintaining, improving and transforming library services in an era of Increase efficiencies and reduce costs. sustained downward budget pressure. Meeting users at the point of need Provide Present Webscale users with data, the discovery library services and syndication they need within services. their mainstream workflows. Unified Collection Management Webscale efficiently mgmt manage of library a collection services spanning across Print, print, Licensed electronic & Digital. and digital material Collaboration & Innovation Support greater collaboration and innovation between libraries.

20 Strategic Response Relevance Ensuring library relevance in an increasingly digital / online/ network level / Webscale world. Strategic Initiative to collaboratively build Webscale with libraries. Efficiency Increase the relevance and visibility of libraries in a Webscale world Maintaining, improving and transforming library services in an era of Increase efficiencies and reduce costs. sustained downward budget pressure. Meeting users at the point of need Provide Present Webscale users with data, the discovery library services and syndication they need within Services. their mainstream workflows. Unified Collection Management Webscale efficiently mgmt manage of library a collection services spanning across Print, print, Licensed electronic & and Digital. digital material Collaboration Innovation Collaboration & Innovation Support greater collaboration and innovation between libraries. Support greater collaboration and innovation between libraries. Support library collaboration and innovation at scale, by providing an open, Webscale technical infrastructure.

21 Tactics

22 The puzzle requires new tactics Aggregation. First, aggregate the required data Registration. Next, make it easy for libraries to register their electronic holdings at the network level Platform. And, do all of these things on an open and integrated platform to maximize the number of libraries that can participate and to foster innovation Applications. Finally, provide the applications and solutions that libraries need to reach their goals

23 The puzzle requires new tactics Aggregation. First, aggregate the required data Registration. Next, make it easy for libraries to register their electronic holdings at the network level Platform. And, do all of these things on an open and integrated platform to maximize the number of libraries that can participate and to foster innovation Services. Finally, provide the applications and services that libraries need to reach their goals

24 massive content from many sources

25 WorldCat today 271+ million records 1.8+ billion holdings As of 27 April 2012

26 Licensed content and ebooks Goal: Faster access to everything, with one results set How: Form partnerships with publishers, aggregators Licensed content: 1,600+ databases represented E-books: 12.7 million+ records in WorldCat Status of partnerships: Databases/collections direct from publishers: EBSCO, Gale, LexisNexis, Wilson, JSTOR, RMIT, universities, societies, etc. Aggregators: NetLibrary, ebrary, MyiLibrary Mass digitization efforts: Google Books, HathiTrust, etc. Publishers: Springer, Elsevier, Wiley, etc.

27 WorldCat growth in e-book and digital content 45,000,000 40,000,000 35,000,000 30,000,000 25,000,000 20,000,000 15,000,000 Digital items e-books 10,000,000 5,000,000 0

28 Central index of citations leading to full text 700,000,000 Article citations 600,000, ,000, ,000, ,000, ,000, ,000,000 0 June-06 June-08 June-10 January-12

29 Digital Collections Goal: Make all Institutional Repositories and Archives of interest to the membership discoverable and accessible How: Seek out key digital collections and harvest them and provide tools that allow libraries to contribute their collections Status: 22 million+ records from repositories that include HathiTrust, Google Books, OAIster, NDLTD: the Networked Digital Library of Theses and Dissertations

30 Representing the collective collection in WorldCat Local and WorldCat.org As of 27 April 2012

31 A benefit of Aggregation Physical Digital Licensed

32 The puzzle requires new tactics Aggregation. First, aggregate the required data Registration. Next, make it easy for libraries to register their electronic holdings at the network level Platform. And, do all of these things on an open and integrated platform to maximize the number of libraries that can participate and to foster innovation Services. Finally, provide the applications and services that libraries need to reach their goals

33 knowledge base Libraries want: Accurate e holdings to get the user to content every time But. The KB data must be of high quality and it must be easy to register those holdings First

34 what is a knowledge base? A knowledge base is a set of data about electronic journals and e-books. It is used primarily to direct users of a library to the places where they can read full text content. It is typically used as a part of a link resolver

35 knowledge base It describes the universe of content. Provides access to it by creating the connections between: Collection data (the packages) Holdings (which library holds the content) Links (the appropriate link for the end user)

36 cooperative maintenance of the knowledge base Libraries want to: Correct the inaccuracies of the data provided by the content provider

37 Configuration interface

38 Custom Collections

39 Once again Libraries want: Accurate e holdings to get the user to content every time But. The KB data must be of high quality and it must be easy to register those holdings Next.Partnerships

40 knowledge base Partnerships: Pubget Harvest the kb content directly from the content providers

41 The WorldCat knowledge base so far Part of a Cataloging Subscription Integrated with: WorldCat Resource Sharing WorldCat Local Acquisitions and License Management for WorldShare Management Services WorldCat holdings New link resolver WorldShare Platform: API access for libraries & partners

42 The WorldCat knowledge base in the next 6 months Focus on Pubget and content provider feeds Making it easier for libraries to keep their KB holdings up to date Focus on the implementation process reduce barriers to implementation Data sharing Provide feeds of library holdings to the systems the library uses (Google Scholar, PubMed, local systems) Consortial features Data sharing between libraries API functionality Making the data useful on a platform for innovation

43 A benefit of Registration

44 The puzzle requires new tactics Aggregation. First, aggregate the required data Registration. Next, make it easy for libraries to register their electronic holdings at the network level Platform. And, do all of these things on an open and integrated platform to maximize the number of libraries that can participate and to foster innovation Services. Finally, provide the applications and services that libraries need to reach their goals

45 WorldShare Platform: What is it really?

46 1. A toolbox for developers who want to use OCLC services and data to build new or enhance existing applications Flexible, open platform for the community to share applications and innovation App Gallery Web Services Data Platform Management Infrastructure

47 Platform Management 2. An App Gallery through which libraries can easily share apps created by the community.

48 Flexible, open platform for the community to share applications and innovation Platform Management 3. Support for collaboration and cooperation within the library community

49 BASIC PRINCIPLE: ANYONE can develop on the WorldShare Platform Flexible, open platform for the community to share applications and innovation OCLC creates an app A library developer creates an app WorldShare License OCLC-built Manager Applications ebook Library-built Finder Applications App Gallery Scannx Article Partner-built Exchange Applications A third party creates an app Web Services Many happy libraries will consume all three without ever having to do anything! Data Infrastructure Platform Management

50 This is potentially a game-changer in how libraries work with bibliographic data. It turns the Flexible, open platform for the community to share applications and innovation traditional approach of information processing inside out the data is in a superior position to the computer program. The WorldShare Platform is sort of like Facebook. Just as Facebook introduced ways for outside developers to integrate into the core Facebook experience, the WorldShare Platform enables external providers to supply applications that can use the data residing in the platform. Peter Murray, Lyrasis OCLC Introduces WorldShare blog post, December 22, Web Services Data Game-changer Infrastructure App Gallery Platform Management

51 What makes the OCLC Strategy and Tactics Different?

52 Community The WorldCat knowledge base is different because: Cooperative metadata management WorldCat knowledge base Vendor metadata License metadata Cloud and Webscale Platform & Innovation Innovative Applications Built on WorldShare technology: Syndication: Link to content via: Google Scholar Soon: EasyBib, Mendeley Integrated with WorldShare platform Choose OCLC s applications, use somebody else s, or build your own Purpose-driven built to increase the efficiencies required to manage the library collections of today built to suit the expectations of today s end users

53 The puzzle requires new tactics Aggregation. First, aggregate the required data Registration. Next, make it easy for libraries to register their electronic holdings at the network level Platform. And, do all of these things on an open and integrated platform to maximize the number of libraries that can participate and to foster innovation Applications. Finally, provide the applications and services that libraries need to reach their goals

54 Why bother with applications? (or, what s in it for you?)

55 Moving the mark on E EVERY library is using 0-12 applications to do all of the following eworkflows, emanagement, ediscovery, eaccess, esharing Knowledgebase management Link resolver, Citation Finder (journals, databases, e-books) A-Z lists (journals, databases, e-books) E-article Delivery Management, Discovery, and Access of Library Collections Together again, for the first time. E-book Patron Driven Acquisitions Local system record delivery and upkeep Syndication of eholdings to 3 rd party providers eresource Management: subscriptions, licenses, rights, vendors Workflow: trials and negotiations Identity Management Access: local and remote access administration E-analytics / Usage The WorldShare Platform, WorldShare Metadata, and WorldShare License Manager The world s libraries. are being Connected. developed to do ALL of these things.

56 Management, Discovery, and Access of Library Collections Together again, for the first time. A holistic approach is ideal, but every OCLC library can benefit from the WorldCat knowledge base!

57 Why bother? The application benefits of the WorldCat knowledge base Applications built using the WorldCat knowledge base are purpose-built Resource Sharing Link resolution and A-Z services License Management WorldCat

58 The application benefits of the WorldCat knowledge base Purpose-built: More sharing Resource Sharing ILL workflows are streamlined for discovery and delivery of econtent Sharing rights are delivered at the point of need Licensed resources are put in the hands of users days or even weeks faster

59 The application benefits of the WorldCat knowledge base Purpose-built: Faster access, less redundancy Link resolution and A-Z services Link resolution is an included feature of managing the knowledge base, not an add-on feature requiring additional staffing, workflows, and silo-ed systems Libraries save money and users get faster and easier access to licensed materials

60 The application benefits of the WorldCat knowledge base Purpose-built: Faster access, less redundancy A-Z LIST, CITATION FINDER

61 EMBEDDED LINK RESOLUTION

62 The application benefits of the WorldCat knowledge base Purpose-built: Better collection management License Management Licensed resources are managed right along side physical materials, making collection management, instead of provider management, a reality Vendor, license template, and analytics data can be shared cooperatively for greater network effects Libraries get a purpose-driven ERM system that meets the changing nature of their collections and the changing expectations of their users

63

64 WorldShare License Manager License Manager is a unique electronic resource management solution that consolidates the management of link resolution with vendor, licensing and subscription management. License Manager is a vendor-neutral service that interoperates across library management systems, allowing for KBART-formatted exports of profiled knowledge bases for integration with other library management systems. License Manager is built on the OCLC WorldShare Platform that allows library staff and others to create applications that enhance current features and bridge information to other systems. Integration of License Manager with OCLC's WorldShare Acquisitions centralizes budgeting, ordering and receiving workflows related to licensed resources. COMING SOON Analytics that inform library management decisions. Workflows that accommodate Negotiation of licenses with content providers Evaluation of trial subscriptions Registration and configuration of access credentials, including support for EZproxy

65 The application benefits of the WorldCat knowledge base Purpose-built: A Better WorldCat WorldCat E-holdings in the KB are automatically set and maintained in WorldCat MARC record delivery for KB holdings are automatic Users get better relevancy ranking in WorldCat.org and WorldCat Local search results, and libraries get accurate syndication of holdings in web search engines Libraries have accurate data for use in local systems

66 WorldShare Metadata Complete metadata management for physical, licensed, and digital resources across multiple formats. Collection management and record management functionality with platform Web services coming over the next three years. Collection management functionality currently in pilot and will be available to all cataloging subscribers later in COMING SOON Collection management functionality to output MARC records based on WorldCat knowledge base holdings and URLs to support e-book discoverability and access from within local catalog. Custom editing options such as including provider names, collection names, KB notes, free text notes such as 856 public notes, deletions Automatically receive update and delete records as KB holdings change Over 50 publishers and aggregators of E books are represented in the WorldCat knowledge base. Some examples include: Books24x7, DawsonEra, Ebook Library (EBL), EBSCO, ebrary, Ingram MyiLibrary, Knovel Library, Safari Books Online, Springer, Informa Taylor & Francis, Wiley Currently in pilot with Drexel University, Henry Ford Hospital, McGill University, Ohio State University, Southern Methodist University Additional option to output HathiTrust collections

67 Better together

68

69

70 Free-form text Transaction type WorldCat KB Collection Level Note WorldCat KB Collection Name WorldCat KB Coverage Dates WorldCat KB Coverage Enumerations WorldCat KB Coverage Note WorldCat KB Location WorldCat KB Provider Name WorldCat KB Title Level Public Note Customized Edits

71 Better Together Means. E will mean Everything. The changing nature of library collections and the changing expectations of our users means that one day, we won t even distinguish our collections with the prefix of E Libraries will manage collections and provide services rather than managing print, licensed, and digital silos and trying to track down E copies of things.

72 How can my library take advantage of these services? Register to use WorldCat knowledge base Set up auto synchronization service of your e-resources to WorldCat knowledge base Turn on View Now in WorldCat Local Enable article sharing and Direct Request. Do not have to use unmediated aspect of Direct Request to get: automatic checking of locally licensed articles location of potential e-resource lenders Join the OCLC Developer Network Become a user of the WorldShare License Manager

73 Questions and Discussion

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