oclc product strategy

OCLC Product Strategy

Chip Nilges

Strategic Principles

Weave libraries into the Web & the Web into libraries

Web-enabled solutions– Integrated with each other and partners– Customizable by library, user and partner– Mutually supporting and reinforcing

Extend WorldCat to ….

WorldCat Today

New record every 15 seconds

WorldCatWorldCat

Bibliographic

Holdings

Library contributors

Bigger, Better WorldCatlibraries

museumsarchives

publishers

authors

WorldCatWorldCat

Extending WorldCat

More contributors

More comprehensive coverage

More evaluative information

More data formats

More character sets

Globally Distributed Resource

Multiple Metadata Repositories– WorldCat and other regional and national catalogs– Archival Repositories– Pre-print Archives

Searched together

Linked at the authority level

Linked at the record level

Improved Viewing and Scoping

Help Users See WorldCat their own way– My Library– My Region– My Subject– My Target Audience

Global Strategy

Metadata Services Goal

Within three years, services provided under OCLC’s Metadata program will transform OCLC’s traditional cataloging service to a comprehensive metadata creation and management service for librarians, library users and information partners.

Megatrends for Metadata

The overall demand for quality metadata has dramatically increased

The number of libraries requiring authoritative electronic metadata continues to increase worldwide

A large number of library professionals (40-50%) are eligible for retirement in the next ten years. Professional catalogers in particular are not being developed in library schools to take their place.

Working Objectives

Provide access to more metadata resources

Improve the productivity of metadata creation

Continue to play a major role in standards

Provide library staff with more efficient tools

OCLC Metadata Services

Creation

Capture

Shelf-ready

Linking

Maintenance

Consulting and Contract Services

Schedule and Dependencies

Goal for Online Metadata Creation completion is July 2003

Phased transition over a three year period

Steps– Eliminate Standalone Products– Improve productivity of services – Integrate services to form a Metadata Desktop

New Database Management System with WorldCat converted to Unicode is expected by July 2002

Online Metadata Creation RoadmapCurrent ProductsCurrent ProductsCurrent ProductsCurrent Products

PassportPassportPassportPassport

CatMECatMECatMECatME

CJKCJKCJKCJK

Arabic CatalogingArabic CatalogingArabic CatalogingArabic Cataloging

CORCCORCCORCCORC

CatExpressCatExpressCatExpressCatExpress

CatCDCatCDCatCDCatCD

Dewey for WindowsDewey for WindowsDewey for WindowsDewey for Windows

Z39.50 AccessZ39.50 AccessZ39.50 AccessZ39.50 Access

Offline ProductsOffline ProductsOffline ProductsOffline Products

Online Metadata Creation Roadmap

Current ProductsCurrent Products Phase OnePhase OnePhase OnePhase One


Enhanced CatMEEnhanced CatMEEnhanced CatMEEnhanced CatME

CatCD U.S. & CanadaCatCD U.S. & CanadaCatCD U.S. & CanadaCatCD U.S. & Canada

CORC plusCORC plusCatExpressCatExpressCORC plusCORC plusCatExpressCatExpress

Current ProductsCurrent ProductsCurrent ProductsCurrent Products


CJKCJKCJKCJK


CORCCORCCORCCORC







Phase TwoPhase TwoPhase TwoPhase Two

Passport unsupportedPassport unsupportedfor catalogingfor cataloging


Metadata desktopMetadata desktop(CORC, CatExpress,(CORC, CatExpress,& WebDewey)& WebDewey)


CatCD Int’l OfflineCatCD Int’l OfflineCatCD Int’l OfflineCatCD Int’l Offline

Current ProductsCurrent Products Phase OnePhase OnePhase OnePhase OneCurrent ProductsCurrent ProductsCurrent ProductsCurrent Products



CatCD U.S. & CanadaCatCD U.S. & CanadaCatCD U.S. & CanadaCatCD U.S. & Canada

CORC plusCORC plusCatExpressCatExpressCORC plusCORC plusCatExpressCatExpress


CJKCJKCJKCJK


CORCCORCCORCCORC







Phase ThreePhase ThreePhase ThreePhase Three

An integrated metadataAn integrated metadatacreation and managementcreation and management

serviceservice

Includes all metadataIncludes all metadatafunctions online & functions online &

offlineoffline

An integrated metadataAn integrated metadatacreation and managementcreation and management

serviceservice

Includes all metadataIncludes all metadatafunctions online & functions online &

offlineoffline


Phase TwoPhase TwoPhase TwoPhase Two




Arabic, CJK & Arabic, CJK & Multiscript supportMultiscript supportArabic, CJK & Arabic, CJK & Multiscript supportMultiscript support



CatCD Int’l OfflineCatCD Int’l OfflineCatCD Int’l OfflineCatCD Int’l Offline

Global Strategy

Digital Collection Management & Preservation Services

• Digital Vault Services

• Reformatting Service Centers

• Preservation and Digital Cooperative

• Content Management Tools

Digital Vault … activities underway

Pilot project– Online Digital Collection Management

Standards development– Preservation metadata with RLG

[NEDLIB, Pandora, CEDARS]– Participation in OAIS development

Physical vault to Digital vault …– Pointer File development

Preservation & Digitization Cooperative … activities underway

Digital Preservation Web Site

http://www.oclc.org/digitalpreservation

Grants Office development

Digitization Cooperative - UKansas Brittle Program

Global Strategy

Strategic focus: Discovery & Fulfillment

Integrate and Web-enable all current services

Make current services available to a broader range of libraries, with an emphasis on library groups

Develop new services that – Help libraries improve public services on the

Web– Facilitate library cooperation

Discovery & Fulfillment:Services Content services

• WorldCat• OCLC Databases

Resource sharing services• ILL, Illiad, off-line products

“Portal” services• FirstSearch, WebExpress, SiteSearch

Database licensing services• Third-party content

D&F Strategy: Content Services

WorldCat– Enhance WorldCat as a discovery tool – Develop a WorldCat “group catalog” service– Expand distribution of WorldCat

Other OCLC Content– Deliver content created in metadata/archiving– Maximize value of OCLC content for reference

users– Seek opportunities to develop unique content

that serves the community

Current Activities . . . Content services

“Discovery View” of WorldCat Pilot Project

Advanced planning for group catalog services

“Open Access” program planning and preliminary discsussions with potential partners

D&F Strategy: Resource SharingFrom OCLC ILL to . . . An integrated fulfillment service for

libraries– Integrated management of all fulfillment services (

• Profiling & routing system• Statistics and financial modules• Rules for displaying fulfillment options to users• Support for group request processing

– Integrated presentation to the library patron• Integrates with OCLC services and 3rd party systems• Electronic delivery (full text, e-books, etc.)• Remote circulation with local system• Place and manage requests• Purchase options

D&F Strategy: Resource Sharing

Current priorities– Ramping up Integrated Fulfillment Service project– Near term development priorities

• Web interface to ILL and union listing• Support for OpenURL• Patron self-service in FS/WE (NCIP)• Integrated resource sharing for groups• Integrated staff interface• API for get-it services

D&F Strategy: “Portal” Services From FirstSearch, WebExpress & SiteSearch to . . .

The “Library Integration Manager”

– Integrated service suite that enables the library to deliver its collections and services on the Web

– Components – Content integration services (Catalog, journals, databases)– Integrated fulfillment service– Custom interface & authentication services– Database creation & management services– Interface to all other D&F services

– Current initiatives– FirstSearch OPAC/local holdings integration project– FirstSearch OpenURL support– Project planning

Cooperative Reference Services What?

– A service suite that will enable libraries to provide Web-based, interactive reference services locally and network those services with other OCLC libraries

Components– A network of subject experts – Cooperative services (eg, shared profile/knowledge base)– Local services for deploying a Web-based reference desk

Current projects– CDRS (www.loc.gov/cdrs)– Incolsa Pilot, Metro Pilot

Cooperative Reference

Local ReferenceExpert

Q

A

E-mailChatVoice over IP

LibraryPortal

?Patron Question

DesignatedNetwork

(eg, CDRS)Member1

Member1

MemberNRoutingSystem

Co-opKnowledge

Base

Co-opProfile

Database

Shared Resources

OverflowQuestions

DesignatedPartner

(eg, consortium)

For-fee Service

(eg, RefPro)

Standards for Routing & QA

Questions?

oclc product strategy

Documents

quality metadata

metadata resourcesimprove

oclcs metadata program

library users

reinforcingextend worldcat

worldcat todaynew

library schools

standardsprovide library