gacomo
TRANSCRIPT
April 12, 2023
Common services are moving to web scale
• e-mail– Google campus
• Research—computer power and processing– MyExperiment—UK-sharing scientific workflows
• Cloud services—free and fee based– Amazon Web Services, LibGuides
• What are you using already?
OCLC® Web Scale Management Services
• “OCLC Web-scale Management Services stand apart from traditional ILS systems by offering member libraries one unified solution to help streamline routine tasks—like acquisitions and circulation. By moving these functions to the Web, libraries are able to share infrastructure costs and resources, as well as collaborate in ways that free them from the restrictions of local hardware and software.”
Value of Web Scale Management Services
• “We see OCLC Web-scale Management Services as a way to bring improvements and efficiencies to our staff functions in the areas of acquisition, processing, and circulation support. Moreover, a web-based approach makes sense to us; we want to manage information, not hardware.”
– Mark Roosa, Dean of Libraries, Pepperdine University (Web scale pilot participant)
What is web scale/cloud computing?
• “Cloud computing is the delivery of scalable IT resources over the Internet, as opposed to hosting and operating those resources locally, such as on a college or university network.”*
• 'Web-scale' refers to how major web presences architect systems and services to scale as use grows**
– *EDUCAUSE, “7 things you should know about cloud computing”
– **Lorcan Dempsey’s Web Log “Web Scale”
Libraries focus on…
• What we're best at• What's unique• What's local• What only we can do
While Web Scale solutions take care of:
• What's best crowd-sourced• What's a commodity service• What's shared• What's outside our wheelhouse
» Tim Rogers, “Survive is the New Thrive: Factors Leading Libraries to Web Scale” http://tinyurl.com/49k9qx8
OCLC® Web Scale Management Services--
goals • Leverage the size and scope of WorldCat, the largest library catalog on earth, and the OCLC cooperative
• Allow for shareable data about back-office services
• Work entirely on the Web, eliminating many support issues
• Integrate with discovery and delivery functions• A cooperative platform in order to better share
costs and encourage future innovation
OCLC® Web Scale Management Services-
Functionality• Acquisitions
– Physical and electronic in same system– Integrated license management– Shared vendor data– Cooperative collection building
Cataloging• Cataloging: • Shared tools for data creation and enrichment• Insert metadata management into the library
supply chain• Automated workflows for physical materials• Automated workflows for electronic materials• Automated loading of records from digital
repositories• Simplify description and accession of materials
Circulation
Circulation: – Intuitive staff interface that simplifies routine
tasks– Foundation for building on cooperative
collection development to lead to simplified collection sharing
– Enables all forms of resource sharing to become network circulation tasks (in the future)
Patron interface-WorldCat™ Local
• Single search of all library collections – physical, electronic and digital
• Smart delivery resolver for best access• Workflow tools that aid users in organizing and re-
using information• Integration with search engines and widgets to
weave library into the Web• Increases usage of library materials
Open architecture, create your own applications!
• Open architecture allows one to create applications
• OCLC created apps • Some free, some $$$
What’s new now?
• New features in OCLC WorldCat Resource Sharing ™
Recent updates
• Alert! field• e-mail a request/workform • New reports• Custom holdings symbol search• New workform fields—DOI, PMID• Article exchange
Major changes
• OCLC WorldCat® Knowledge Base – Make your electronic content easier to find, use
and manage
• Ingram e-books– E-books from Ingram's MyiLibrary® available
for short-term access through WorldCat Resource Sharing
WorldCat® Knowledge Base
• Combines data about your library’s electronic content with links to the content
• Included in your OCLC Cataloging subscription at no additional charge
• Maintained in a single place for use with many OCLC and non-OCLC applications
Improved article sharing solutions
• Components of article sharing solution
• WorldCat Resource Sharing• WorldCat knowledge base• License management tool
When does it apply?
• How the enhancement affects OCLC ILL:
• As a lender you will receive links (to transmit to a borrower, if allowed)
• Revamped Direct Request for articles
How do I set this up?
• WorldCat Knowledge Base Request Form:
• http://bit.ly/nB0TOX
Getting data in-holdings/license info
• Third party—Pubget login program retrieves your library’s holdings from electronic content sources
• Automatic updates eliminate manual, time-consuming work for your staff
• Often surfaces more content than other knowledge base tools
• Manual data entry (including print holdings)--– Upload a spreadsheet with the data in KBART format –
can be created in excel
How does it look?
Data combines on workform to tell you
• You hold it
• Whether or not you can lend it*
• How you can lend it*
• *Based on your license data
License data tells you…
• ILL—but!• Print and send via surface mail• Print it, rescan it, deliver it• Lend it, but it has to be within your
country• Only allowed to lend to Not for profit
institutions• No ILL
Synchronicity
All KB records (including local holdings) are matched toWorldCat on a nightly basis. Any records with OCLC
numbers (this is visible from the user interface) will haveholdings synchronized out to WorldCat on a nightly basis as
well. Changes to holdings in the KB should be seen inWorldCat in less than 24 hours. The KB will either set a
new holding or delete an existing holding whereappropriate. It will not alter the contents of any LHRs on
the record.
OCLC® WorldCat Knowledge Base--Summary
• Complete an initiation request • Work with an OCLC Implementation Manager to
add your library’s holdings and license data into the
WorldCat knowledge base via FTP data load or manually through
OCLC Service Configuration (www.worldcat.org/config )
• Turn on access to the WorldCat knowledge base in WorldCat Services administrative module
• For maximum benefits: set up the Direct Request feature
Ingram e-books
• Available for short term loan in WRS• OCLC Symbol IDILL• Cost to borrow is %15 of list price• List price isn’t listed, so use Max Cost to manage• “ALERT” field is used to get information to you
and patron • Manage with symbol search/custom holdings• 9 day loan period, no renewal (can re-purchase)• Must use IFM for transaction
What’s on the horizon?
• Changes ahead with OCLC WorldCat Resource Sharing™
New resource sharing service
• Becoming more patron driven• Improving efficiencies and workflows• More agile• Support libraries’ supply of print and electronic
materials• Helping to keep us relevant
Why?
• Remember the service migration to FirstSearch?– almost 7 years ago!– FirstSearch no longer supports change ILL staff
need• Patron interfaces are being built more on
WorldCat.org• FirstSearch is expert search driven, not patron
friendly• Expanding access to materials through .org
service
Timeline
• Tentative date--product release– summer 2012
• Migration – Tentative, summer—May 2012, but TBD– Libraries will have a long migration window
• during migration, libraries can use both systems with no degradation in quality of service
Logging in
• Different authorization levels – administrators, staff, student assistants
• Single administrative area for centralized account management
Platform
• Moving to a platform that is closely tied to WMS• Platform will allow staff to develop workflows and
build more agile services• New resource sharing services will be built as
individual services, making them easier to change and change quickly
Improved display
• Improved display—more sort-able• Sort by title, date, patron name, date requested,
need by date • Display all requests in one long list
Patron initiated ILL
• WorldCat Local, WorldCat Local QuickStart, and WorldCat.org (IP authenticated) will support patron initiated ILL
• Improved handling of editions – any, only selected, most recent (patron selection)
Getting it…and paying for it
• Will display item availability in user interface (your library)– shelf level data in staff interface
• System will display lender costs – pulled from policies directory information
Purchase options
• New system will incorporate “buy it” options for staff
• Staff see item cost from booksellers• Can go to bookseller site and purchase
– No IFM tie in planned as yet • Eventually, system will add even more
acquisitions tie ins to ILL
Lender string
• “Unlimited lender string”• not truly, considering 20-50 to be added to
request from custom holdings until item is filled• System should select lenders dynamically based
on shelf level availability
What ever happened to EMST???
• Variable aging based on lender preferences!• New functionality will provide a flag, probably in
policies directory, to define how long you can take a request beyond 4 days
• system then automatically knows, and aging is managed appropriately
• Visual indicator to requestor if library takes more than typical 4 days
For ILLiad users
• Updating web services for communications between ILLiad and ILL—over time enhancements will come into ILLiad through Atlas Systems– Policies directory web service—direct communication of
policies directory info into ILLiad– Item availability service, exploring how that can be
integrated into ILLiad – Circulation-shoring up services so that Atlas systems can
connect more with local ILS
Thank You for Attending!
Questions?• Professional
Development• 1.800.999.855
8• Web:
lyrasis.org•e-mail: [email protected]
