Transcript OCLC - The world's libraries. Connected.

ARL 2009
Houston
21 May 2009
Strategic Directions for
OCLC
Larry Alford
Jennifer Younger
Betsy Wilson
Sandy Yee
Jim Neal
Carol Mandel
Brian Schottlaender
Today’s Agenda
OCLC Governance Changes :
Larry Alford
Record Use Policy Review Board :
Jennifer Younger
RLG/OCLC 3 years later :
Carol Mandel
Jim Neal
Betsy Wilson
OCLC Strategic Initiatives :
Brian Schottlaender
Sandy Yee
Board of Trustees
OCLC Members Council 2008-2009
New OCLC governance structure
Members
Regional
Global
Board of
Councils
Council
Trustees
Fiscal 2010 Budget and COP
Revenues:
$239 million
$0
Contribution:
$4 million
Strategy fund:
Enterprise Resource:
$60.8 million
• U.S. Prices frozen
• Salaries frozen enterprise-wide
• Performance-based compensation cut 30 percent
WORLDCAT TODAY
136.9 Million Records
1.4 Billion Holdings
Create system-wide efficiencies in library management
WorldCat Growth since 1998
OCLC: Building Web-scale for libraries
Create a compelling
user environment
Create
system-wide
efficiencies in
library management
Make OCLC
Web Services
a valued part of
library operations
Increase OCLC’s global
relevance and position of trust
Review Board Members
• Christopher Cole: Associate Director for
Technical Services, National Agricultural
Library
• Roberta Shaffer: Executive Director, Federal
Library and Information Center Committee,
Library of Congress
• Poul Erlandsen: Head, Document Access
Services and Collection Management, Danish
University of Education, National Library of
Education
• Lamar Veatch: State Librarian, Georgia Public
Library Service—University System of Georgia
• Pat French: Manager, Collection and
Technical Services, Multnomah County
Library
• Clifford A. Lynch: Executive Director,
Coalition for Networked Information Brian E.
C. Schottlaender (OCLC Western): The
Audrey Geisel University Librarian, UC San
Diego Libraries
• Ted Schwitzner: Head, Bibliographic Services
Division, Illinois State University, Milner
Library
• Elsie Weatherington: Dean, University
Library, Virginia State University
• Jennifer Younger : Edward H. Arnold Director
of Hesburgh Libraries, University of Notre
Dame
BROAD ISSUES
• Lack of communication about the problem to be solved
• Non-consultative process
• Lack of clarity around core issues; for example, how can I
use my records?
• Lack of awareness of existing Guidelines
• Not as clear a consensus about what OCLC is and does as
there was in the past
• Lack of awareness by OCLC and members about divergence
of views (‘the gap problem’)
IT’S A NEW ENVIRONMENT
• OCLC member community includes libraries and other
memory institutions
• Information ecosystem is bigger: consortia, networks,
vendors, service organizations, and more
• Extend the reach of WorldCat in the information ecosystem
• Sustain the trust and member engagement in building
WorldCat
• Move from data protection to data exchange
DIRECTIONS
• We affirm that a policy is needed, but not this policy
• Formally withdraw the proposed policy
• Until a new policy is in place, reaffirm the existence and
applicability of the Nov. 16, 1987 “Guidelines for the Use
and Transfer of OCLC-Derived Records.”
DIRECTIONS
• Revisit the social contract between OCLC and its members
• On what principles is it based?
• What are our respective rights and obligations?
• How do current documents relate?
• How can OCLC leadership and OCLC members reinforce the
values of the collaborative?
• How can the collaborative work with others in the
information ecosystem?
DIRECTIONS
• Discuss the role and value of WorldCat in the information
ecosystem, and ways in which it can be leveraged:
• by OCLC;
• by libraries and other memory institutions; and
• by other partners in the information ecosystem.
• Identify threats to the sustainability of WorldCat and
strategies for protecting it against unreasonable use
DIRECTIONS
• Devise a process for drafting and maintaining a new policy
that:
• Includes formal participation by members of the Global
Council, the OCLC Board, and the OCLC Strategic Leadership
Team
• Incorporates input from the broader community
• Recognizes the complexity of the information ecosystem in
which OCLC and its members operate
• Is transparent
• Develop a process for ongoing review and updating using
the same principles of consultation and transparency
DIRECTIONS
• The new policy should:
• Be based on clearly articulated principles
• Impart confidence to members and partners building
strategies predicated on WorldCat
• Support innovation
DISCUSSION
• Is the Review Board asking the critical questions?
• Your questions and advice
• Review Board online feedback forum:
http://community.oclc.org/reviewboard
RLG Update
• Brief recap
•
Now – 2 ½ years after the merger
• Explain what’s been created
• Highlight the RLG Partnership work
A note about history – the merger
The major elements
ALL SUCCESSFULLY ACCOMPLISHED !
Service Integration – what happened
• WorldCat and RLG Union Catalog Merged
• Third-party databases migrated (17)
• Transfer of Image-based Services and Archive Grid
• Cataloging, ILL and Reference services transitioned
What did we expect?
• Service synergies and overall impact
• Folded RLG program activities and Partnership into Research in to:
• Create a venue for research institutions within OCLC
•
a place to design future, lead, collaborate, innovate
• Establish connections to allied communities (archives, museums) and
allied organizations (DLF, ARL, JISC, etc)
•
become a natural partner
• Expand the resources and skill sets in Research
•
from community-building to prototype production
• Idea, prototype, action
• Involvement of partner staff
OCLC Research equals
Office of Research plus RLG Programs
• Research Scientists and Program Officers serve multiple
constituencies with a focus on the RLG Partnership
Increase OCLC’s global relevance and position of trust
OCLC Research: Agenda
• supporting new modes of research, teaching and learning
• managing the collective collection
• renovating descriptive and organizing practices
• modeling new service infrastructures
• architecture and standards
• measurement and behaviors
Take-aways
• Delivered the power of aggregation in the service array
• the united catalog enables range of transformative offerings
• Gave research institutions a new venue and capabilities
• applied research, community building, and prototyping of future
systems
• Broadened scope of OCLC’s possible communities and
partners
• archives, special collections, museums, national agencies
Building Web-scale for libraries
Maximize Uptake
Syndicate Grid services
through partner programs
Create Local Value
Increase Efficiency
Leverage the value
of Web-scale into
end-user solutions
for libraries
Reduce the cost of
Library Management with
Grid-enabled systems
and services
Build Web-scale
Move to the Network
Provide the most
compelling Web-scale
presence for libraries
Enrich the WorldCat Grid
through greater service
and data coverage
THE UC NEXT-GENERATION
MELVYL PILOT
•ARL MEMBERSHIP MEETING
•HOUSTON, 21 MAY 2009
•Brian E. C. Schottlaender
•The Audrey Geisel University Librarian
•UC San Diego
UNIVERSITY OF
CALIFORNIA
L I B R A R I E S
Genesis of NGM …
“Bibliographic Services Task Force Report”
http://libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf
UNIVERSITY OF
CALIFORNIA
L I B R A R I E S
Report recommended …
• Re-architecting Melvyl, UC’s Union OPAC
• Enhancing search & retrieval
• Adopting new cataloging processes
• Supporting continuous improvement
UNIVERSITY OF
CALIFORNIA
L I B R A R I E S
Focus of Report was on …
• What users want
• Ne[x]t-Gen discovery/delivery
strategies
• Different use cases
UNIVERSITY OF
CALIFORNIA
L I B R A R I E S
Why OCLC?
• Leverage investment
• The OCLC research agenda
• The WCL DB
UNIVERSITY OF
CALIFORNIA
L I B R A R I E S
NGM Pilot is managed …
… by 2 teams:
• Executive Team
• Implementation Team
UNIVERSITY OF
CALIFORNIA
L I B R A R I E S
How Is Pilot Being
Evaluated?
• “Do it, try it, assess it,
and change it quickly.”
• Listen to users via usability studies, online feedback, surveys, and
log analysis
• OCLC releases enhancements on a monthly basis
UNIVERSITY OF
CALIFORNIA
L I B R A R I E S
Current In-Progress Emphases
• Local Holdings Records (LHRs)
• Fully integrating UC’s Request delivery functionality
• Accommodating the RLFs
• Speed! (i.e., performance)
UNIVERSITY OF
CALIFORNIA
L I B R A R I E S
Create a compelling user environment
April 23, 2009
FOR IMMEDIATE RELEASE
OCLC announces strategy to move library
management services to Web scale
Offers libraries ‘quick start’ to Web-scale services
Quick start version of WorldCat Local now included
as part of FirstSearch WorldCat subscription
Web-scale management services
WorldCat
Resource Sharing
NAVIGATOR
PATRON
MANAGEMENT
“quick
start”
CIRCULATION
ILL SYSTEMS
WorldCat
Local
LINK
RESOLVERS
BUSINESS
INTELLIGENCE
ACQUISITIONS
KNOWLEDGE
BASE
LICENSE
MANAGEMENT
ILS
OCLC’s chartered economic objective
Reduce the rate of rise of per-unit library costs
Thank You!