The first truly cooperative, Webscale management service for libraries

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1 The first truly cooperative, Webscale management service for libraries Savings from OCLC WorldShare Management Services were enough to meet our budgetcutting goals last year we didn t have to lose a position at the library. Beyond that, WorldShare just makes sense. It s like getting rid of four separate remotes, and switching to a universal remote. ELLIOT POLAK, HEAD OF LIBRARY TECHNOLOGY, NORWICH UNIVERSITY We are a worldwide library cooperative, owned, governed and sustained by members since Our public purpose is a statement of commitment to each other that we will work together to improve access to the information held in libraries around the globe, and find ways to reduce costs for libraries through collaboration.

2 The power of worldwide cooperation comes to library management OCLC WorldShare Management Services provide a unified, Web-based environment that streamlines cataloging, acquisitions, license management and circulation efforts while sharing relevant data across traditionally disparate workflows. WorldShare Management Services also connect back-office library activities directly to a next-gen discovery tool, making it easier and faster to get resources into the hands of library users. Supporting the world s largest library cooperative through shared, scalable infrastructure OCLC members are committed to connecting people to knowledge through library cooperation, and OCLC is committed to helping libraries leverage their full potential to operate and innovate at Webscale. Core elements of this strategic direction are to deliver value through shared library data and to support library cooperation through shared, scalable infrastructure. OCLC has partnered with members over the last decade to deliver Web-based services and infrastructure as the Internet has evolved. From the syndication of data that delivers collections on the Web, to the launch of WorldCat.org and WorldCat Local, these efforts have empowered people to use the Web to search local, group and global library resources. Now, WorldShare Management Services and the OCLC WorldShare Platform deliver systemwide efficiencies and provide new ways to share resources and innovation. Both replacing and standing apart from traditional ILS systems, OCLC WorldShare Management Services enable libraries to share infrastructure costs and resources, as well as collaborate in ways that free them from the restrictions of local hardware and software. Why libraries are switching The top reasons libraries are choosing OCLC WorldShare Management Services: Shared data. Connects the aggregated data of WorldCat, the WorldCat knowledge base, vendor records, local holdings records, publisher data, authority records and more. Radically improved workflows. Seamless integration of ordering, receiving and cataloging saves librarians time. Intuitive and streamlined staff interface. Common interface manages all physical and electronic materials. Increased visibility on the Web. OCLC partnerships redirect users from the Web straight to your library. IT tasks offloaded to OCLC. When you no longer have to manage hardware, software and updates, you can reallocate resources to more important and impactful tasks. Apps from the OCLC WorldShare Platform. Creation, sharing and use of new applications will enhance your staff and patron experience. OCLC WorldShare Management Services: In libraries now. Ready for your library today.

3 We ve been using WorldShare Management Services for six months. Eliminating traditional tasks associated with copy cataloging has increased the productivity of our cataloger by 44 percent for the same time period in By reducing the time needed to perform copy cataloging, she is now able to perform more original cataloging and will contribute her expertise to a new project, organizing and describing local digital collections. TAD MINDEMAN, DIRECTOR OF LIBRARY SERVICES, COVENANT COLLEGE OCLC WorldShare Circulation screen Selecting WorldShare Management Services was one of the easiest decisions I ve had to make. Discovery of print, media and electronic collections through WorldCat Local, along with single-button access to interlibrary loan, makes it a superior tool. For local inventory control, WorldShare Management Services greatly simplify and streamline acquisitions, cataloging and circulation, maximizing efficiencies and minimizing staffing needed. STEFANIE WITTENBACH, UNIVERSITY LIBRARIAN, TEXAS A&M UNIVERSITY SAN ANTONIO OCLC WorldShare Acquisitions screen

4 Cooperative data provides the foundation... Cooperative data is at the heart of WorldCat, and is the foundation of WorldShare. Sharing data in as many ways as possible not just between libraries, but between functions, partners and geographies enables more connections to be made on the WorldShare platform, allowing libraries to do more for their communities. Sharing, connecting and enhancing data. Webscale discovery increases visibility of libraries by connecting information seekers to more library services in more ways. WorldCat data and services connect and provide access to nearly 900 million articles, videos, books, photographs, maps and other library materials. On behalf of libraries, OCLC works to share, connect and enhance library data so that the full range of library resources can be more easily discovered and delivered at the point of need, through dedicated library portals such as WorldCat.org and WorldCat Local, and by sharing aggregated data with partners such as Google Books, Google Scholar and HathiTrust. 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, DIRECTOR, BOUNDARY COUNTY DISTRICT LIBRARY OCLC works with libraries, regional and national library groups, and content aggregators to represent the collective collection and services offered by libraries, including: Digital and electronic collections data (licensed materials, special collections, open access materials) Institutional data (vendor records and library information) Workflow data (acquisitions and circulation data, and resolver, knowledge base, search and interlibrary loan transactions). The future of library data. OCLC continues to explore new technologies, new partnerships and new approaches to data quality management, enhancing libraries ability to dynamically scale up to provide access to a full range of global library resources, or scale down to focus on the unique resources needed by an individual scholar or student. Aggregation and sharing of more data, about more types of library assets and activities, also enable library staff to benefit from new forms of shared intelligence. OCLC is improving and integrating more analytics to better inform decisions that individual institutions and groups make about collection management, resource sharing and service development.

5 ...for shared infrastructure to build on The OCLC WorldShare Platform is a global, interconnected Web architecture that supports OCLC s Webscale services and applications, and provides flexible, open access to library data through APIs and other Web services. Creating and sharing apps. The WorldShare Platform facilitates collaboration and app-sharing across the library community, so that libraries can combine library-built applications, partner-built applications and OCLC-built applications. This enables the benefits of each single solution to be shared broadly throughout the library community. App Gallery and toolbox. The OCLC WorldShare App Gallery provides a central place where you can see available apps and install them into your current work environment. Information is available on the OCLC Developer Network community site for those interested in helping create and build new apps to share through the gallery. Developers can showcase their creativity. Partners can create add-on functionality. Library staff can find practical, everyday solutions to streamline and enhance their workflows. Combined with a developer toolbox and community support, the App Gallery will help libraries promote and deliver innovative services in more ways than ever. This is potentially a game-changer in how libraries work with bibliographic data It turns the 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 E. MURRAY, ASSISTANT DIRECTOR, TECHNOLOGY SERVICES DEVELOPMENT, LYRASIS Planning for a flexible future Developing new efficiences. OCLC WorldShare Management Services were developed using this shared platform infrastructure. Combining information from many libraries and streamlining workflows across functions, formats and locations eliminates traditional operational silos and delivers new efficiencies. Over time, new and existing OCLC services including resource sharing, consortial borrowing and metadata management will be delivered through the WorldShare Platform. Global data centers. OCLC is also establishing data centers around the world to support performance, reliability and scalability. Data centers are available in the United States and the United Kingdom. Additional data centers are scheduled for continental Europe, Australia and Canada. Library-built Applications Web Services Data Infrastructure Partner-built Applications App Gallery OCLC-built Applications Platform

6 Highlights OCLC WorldShare Management Services include all the applications to provide a Web-based cooperative library management service for cataloging, acquisitions, license management and circulation, and provide a next-gen discovery experience for library users. Acquisitions for physical and electronic collections. All of your acquisitions functions are available in one service; no need to shuttle back-and-forth among multiple systems. A centralized vendor information center makes B2B services more efficient and cooperative. Circulation and patron management for the 21st century. All functions are handled centrally using a simple, Webbased interface. Discovery and delivery as users expect it. WorldCat Local s single search connects users to all of your library materials (physical, electronic and digital) and the delivery services that get them what they need. Cataloging tools for data creation and enrichment. WorldCat metadata powers thousands of libraries cataloging activities. With WorldShare, this process is integrated with acquisitions your local holdings live in a single place for easy updating and cross-functional use. The results are more records, lower costs and better data. The WorldCat knowledge base combines data about your library s electronic resources and linking features. This enables access to content and helps you manage the workflows associated with these materials. Unlike data in a traditional knowledge base, WorldCat knowledge base data is not tied to a particular application it is added and maintained in a single place for use with a growing number of OCLC and non-oclc services. OCLC WorldShare License Manager. An add-on or stand-alone service that centralizes your entire e-resource management lifecycle from selection, negotiation and acquisition, to access and ongoing maintenance in one place. You can manage license agreements, rights, access and resolution to full text from the same interface, eliminating the need to synchronize data across multiple interfaces or devise work-arounds to connect disparate systems. The integration of License Manager helps you manage and seamlessly deliver all formats of resources to your users from one place. FUTURE INNOVATIONS OCLC is developing new and innovative functionality, guided by the input of the library staff currently using the services. Cooperative Intelligence will provide aggregated, sharable data and data analysis that will allow libraries to use cooperative information for better decisionmaking. It will support cooperative collection development, collection profile sharing, better recommender services, and cooperative storage and preservation activities. Integrated access management will combine library profile information from the WorldCat knowledge base, access rights from the WorldShare License Manager and EZproxy to automatically configure remote access. Libraries can then automatically configure remote user support and provide easy access. WorldShare Interlibrary Loan will expand and enhance functionality now available with WorldCat Resource Sharing. It will add efficiencies and improve workflows, support delivery of print and electronic materials, simplify how users obtain resources, and promote library innovation with platformdriven APIs.

7 A closer look: Simpson University Located in Redding, California Just over 1,300 students The library owns 150,000 titles Planning for the future has its perks. When Simpson University Library s old server crashed on December 13, 2010, its staff were able to go live with OCLC WorldShare Management Services within one hour. The journey leading up to this critical point began in June 2009, when Larry Haight, Director of Library Services, and Eric Wheeler, Reader and Digital Services Librarian, questioned the reliability of their existing server, which was then seven years old. When they investigated costs to replace it, they realized that twothirds of their costs were for services. Said Larry, We had been watching the progress that OCLC had been making with WorldShare and it simply came down to significant cost-savings and features. We presented our case to all of the appropriate groups at our university, all of which agreed with our assessment: WorldShare Management Services was the way to go. In February 2010, they sent MARC records to OCLC for a batchload reclamation project. In August 2010, they went live with WorldCat Local quick start. So when their server crashed, rather than being out-of-luck... they were ready to make the change. We re saving money in a variety of ways with WorldShare Management Services. The one-time implementation fee was less than the cost of purchasing proprietary ILS software, and we won t have to replace an ILS server every seven or eight years. The WorldCat Local advanced search options provide outside discovery services (something we wanted but couldn t afford before). The WorldCat knowledge base replaced our link resolver and the WorldShare License Manager provides for our e-resource management. LARRY L. HAIGHT, DIRECTOR OF LIBRARY SERVICES, SIMPSON UNIVERSITY OCLC helps libraries in more than 100 countries. Please contact us to learn more about OCLC in your part of the world. Asia Pacific [email protected] Australia (Local call within Australia) [email protected] Canada [email protected] China [email protected] France +33-(0) (0) [email protected] Germany +49-(0) (0) [email protected] KEY CONTACTS Latin America , ext [email protected] Mexico [email protected] Netherlands +31-(0) (0) [email protected] Switzerland +41-(0) (0) [email protected] United Kingdom and Ireland +44-(0) (0) [email protected] United States (US + Canada only) [email protected] Support for OCLC services: [email protected] Check on the status of an order: [email protected] Questions about an OCLC invoice: [email protected] Contact OCLC Public Relations: [email protected] Contact OCLC Human Resources: [email protected]

8 Next steps Learn more about Libraries at Webscale Connect to the community Hear more from the OCLC WorldShare Management Services community about their experiences at: Sign up for updates and offers: Register to attend an upcoming webinar: A community approach to success Changing management services is a major undertaking. That s why implementation, training and support are built into the transition process. The OCLC Implementation Team will assist you with data migration, policy configuration, staff training and change management to ensure the success of your investment. Your library has the choice of a cohort or traditional implementation model: With the cohort option, you will be part of a small group implementing OCLC WorldShare together, with a shared curriculum and an established schedule. The innovative cohort model enables you to learn both from fellow cohort institutions and OCLC experts. The traditional implementation option enables your library to implement WorldShare Management Services at your own pace and to work one-on-one with OCLC staff. Whether you choose the cohort or traditional option, dedicated, experienced OCLC staff will guide you step-by-step through your implementation. Read what industry analysts, thought leaders and educators have to say about the impact of the Web on our rapidly changing information landscape in the OCLC discussion document, Libraries at Webscale. Download the full, free PDF at: After implementation, access to the password-protected User Support Center provides a wealth of information about how to succeed with OCLC WorldShare Management Services. Community members are able to find answers to questions and participate in discussions with other members. And watch the WorldShare video at: For more information, visit the OCLC website at To discuss OCLC WorldShare Management Services or to determine the implementation timeframe that is right for your library or group, contact your OCLC Library Services consultant or call OCLC Library Services at OCLC, Inc. All rights reserved. The following OCLC product, service and business names are trademarks or service marks of OCLC, Inc.: EZproxy, OCLC, OCLC WorldShare Management Services, WorldCat, WorldCat Local, WorldCat.org, WorldCat Resource Sharing, WorldShare, WorldShare App Gallery, WorldShare Interlibrary Loan, WorldShare License Manager, WorldShare Platform and The world's libraries. Connected. In addition, the OCLC, WorldCat and WorldShare symbols are service marks of OCLC. OCLC grants permission to photocopy this publication as needed USB 1201 OCLC