OCLC Regional Member Liaison

Phoenix Public Library / Oct 21, 2014

Phoenix, AZ Eric Forte

Western Region

Twitter/Instagram: use the hashtag #oclcforum

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Welcome to the Phoenix OCLC Member Forum

Phoenix Public Library, Burton Barr Central Library

Hana Kapic, Technical Services Manager Rita Hamilton, City Librarian

Meg Wolfe, Lynn Edwards, Linda Mortland

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Today’s OCLC Staff Eric Forte, Member Liaison Mindy Tran, Training Sonya Oliver, Product Marketing Irene Hoffman, Director of Member Relations

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• Twitter/Instagram: use the hashtag #oclcforum

• Pinterest: follow OCLC On The Road • Follow up at the After Party! www.oclc.org/after-party

Join the party!

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• Hear what OCLC is doing • Talk to each other about what you are doing • Tell OCLC what you need

Goals for today

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• BUT FIRST…

Goals for today

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Innovation and Creativity

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“Creativity is the residue of time wasted” • A: Albert Einstein • B: Steve Jobs • C: Robin Williams • D: Andrew Lloyd Weber

Where does innovation come from?

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PINE CRAB SAUCE

APPLE PINEAPPLE CRABAPPLE APPLESAUCE

Where does innovation come from?

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IV = III + III

Where does innovation come from?

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=

Where does innovation come from?

III = III + III III = III = III

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“Creativity is just connecting things” A: Albert Einstein B: Steve Jobs C: Robin Williams D: Andrew Lloyd Weber

Where does innovation come from?

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https://twitter.com/gapingvoid/statuses/423952995240648704

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http://www.fastcompany.com/3035194/hit-the-ground-running/what-i-wish-i-knew-about-creativity-when-i-was-20

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OCLC Board of Trustees

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10:30 Welcome 10:45 Your Cooperative: An OCLC Update 11:30 FirstSearch/WorldCat Discovery Update 12:00 Lunch and networking 1:00 Breakout Sessions 3:00 Discussion, conclusions, wrap-up, next

steps

Today’s Agenda

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A nonprofit, membership cooperative:

• Owned, governed, sustained by members

• Furthers access to the world’s information

• Reduces library costs

• Provides beneficial processes and products

• Promotes library use and librarianship

What is OCLC?

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In libraries’ interests

Library-governed A trusted partner A thought leader

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“First and foremost a cooperative is a business…owned and controlled by its member users who share the risks and benefits in proportion to their participation.”

Tom Worley Director of The Ohio State University South Centers

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• Economies of scale • Increased productivity • Increased connectivity

– Libraries – The rest of the world

• State-of-the art technology

• Innovative services • Advancement of

librarianship

Our cooperative values

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Welcome to OCLC!

Skip Prichard 5th President and CEO in OCLC’s 46-year history

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Together we…

Explore the trends that shape our future

Share data, work and resources

Magnify the impact of libraries

Explore the trends that shape our future

Newest OCLC Membership Report

Available at no cost. Download at OCLC.ORG/EN-US/REPORTS/TIPPING-POINT.HTML

A TIPPING POINT IS COMING TO EDUCATION…AND LIBRARIES

ONLINE CLASSES ARE GOING MAINSTREAM

ADAPTING LIBRARY OFFERINGS AND MESSAGING

TO MEET MARKET DYNAMICS

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Understanding the Collective Collection oclc.org/research

The “collective collection” more focused attention on collective development, management and disclosure of collections across groups of libraries at different levels.

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Visitors and Residents

Digital Visitor Digital Resident

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Learning Black Market

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Powered by library cooperation … locally

Share data, work and resources

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Powered by library cooperation

Connected to a global data network

Intelligent workflows

Powered by library cooperation… globally

16,737 members in 109 countries

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Powered by library cooperation … across all library types

Currently 16,737 members

College & University

30%

Community College

6% Public Libraries

31%

School Libraries

11%

Special Libraries

22%

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OCLC Online Union Catalog (OLUC)

Homegrown technology infrastructure

Bibliographic records

Bib records plus other metadata

Bib records plus library holdings

Cataloging Resource Sharing Discovery

PRISM PRISM

1996

PASSPORT

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OCLC WorldCat

Industry standard infrastructure (Oracle, SQL…)

Bibliographic records

Bib records plus other metadata Bib records plus

library holdings

Cataloging Resource Sharing

Discovery

WorldCat Resource Sharing

2006

Connexion

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Connected to a global data network

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Open source platform (Hadoop, Apache Hbase, etc)

Bibliographic records

Bib records plus other metadata Bib records plus

library holdings

Cataloging Interlibrary Loan

Discovery Connexion

2014

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Open source platform (Hadoop, Apache Hbase, etc)

Bibliographic records

Bib records plus other metadata Bib records plus

library holdings

Cataloging Interlibrary Loan

Discovery Connexion

2014

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WorldCat Bibliographic Record

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WorldCat Knowledge Base Record

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1. Built by the library community for the library community

2. Supports cataloging, ILL, discovery and visibility on the Web

3. Comprehensive and global

… a global data network

60.97% Non-English

324,959,099 Records

2,147,483,647 Holdings

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• A database of: • Holdings information for your library’s electronic

resources –Databases, collections or individual titles –Owned or licensed –Linking and ILL lending instructions

• 11,900+ content collections from 6,000+ providers • Managed using WorldShare Collection Manager

The WorldCat knowledge base

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WorldCat knowledge base

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• WorldShare Metadata Services— continuous enhancements; multiple formats

• Collection Manager

• Available since late summer 2012

• Automatic delivery of WorldCat® MARC records

• Maintains WorldCat holdings—one time or ongoing—for all or subsets of your collection (licensed, digital and physical)

• Functionality from other services integrated over time

Transforming Cataloging and Metadata

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• Transitions completed

• GovDoc: Automated delivery of library-customized records for collections (e.g., government documents)

• BibNote: Delivery of updated WorldCat master records

• Compatible with cloud and traditional ILS solutions (including WorldShare Management Services)

• Connexion browser and client are still here!

Transforming Cataloging and Metadata

WorldShare Metadata Services: oclc.org/en-US/worldshare-metadata.html

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Transforming Interlibrary Loan

Connecting your users to thousands of libraries in the world’s largest interlibrary loan network

More than 10,000 libraries borrow and share globally

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Streamlined workflows save time for staff and users • Display of lender costs – speeds selection of appropriate

lenders • Integrated buy-it options for staff –options to buy or borrow • Variable aging of requests – automatic entry of “enter my

symbol twice” saves staff time • Display of item availability and shelf status from library OPACs

select lenders based on actual availability of needed item • 15-symbol lender string - reduces turnaround time by sending

requests to more libraries

Transforming Interlibrary Loan

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Transforming FirstSearch and Discovery

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• A cloud-based library management service • Includes cataloging, ILL, discovery, circulation,

acquisition, reporting, license management • Just one way to buy services from OCLC • Goals:

– reduce redundancy – drive efficiency – provide a return on the library’s investment

What is WorldShare Management Services?

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Magnify the impact of libraries

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Magnifying the visibility of libraries

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www.worldcat.org/spotlight

Magnifying the visibility of libraries

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Magnifying staff development WebJunction

25,000 subscribe to monthly

e-newsletter “Crossroads”

More than 2/3 of all public library

systems in the US

70,000 members worldwide 300,000 site

visitors last year

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OCLC Training Portal: oclc.org/support/training.en.html

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Magnifying community involvement

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Influence your cooperative

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Member Liaisons: your local connection to the cooperative

Eric Forte West

Karri Sites Midwest

Rob Favini Northeast

Linda Robinson Barr Southwest

Meryl Cinnamon Southeast/ Mid-Atlantic

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Regional e-newsletters

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Participate in governance

16,800+ institutions

Members

3 councils (Americas, Asia Pacific, EMEA)

Regional Councils

48 members (32 from Americas Regional Council)

Global Council

16 trustees

Board of Trustees

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• Give every member a voice • Provide opportunities to participate • Strengthen the cooperative for everyone • Guide decisions made on behalf of all

members, e.g. – Broadening membership – Contribution, credits and pricing

Americas Regional Council

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Attend Meetings: – January 30, 2015 – at ALA and live-streamed

Elect delegates: – November 21, 2014 – submit your nominations

It’s up to YOU! – Shape the ARC Agenda by keeping in touch, and letting

your representatives know! – http://www.oclc.org/en-US/membership/councils.html

Ways to connect with ARC

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• WorldCat Discovery (Meeting Room B ) Facilitator: Sonya Oliver • Metadata/Cataloging (Auditorium)

Facilitators: Mindy Tran • Resource Sharing (Meeting Room C) Facilitators: Eric Forte and Christa Starck

Breakout sessions

Questions? OCLC Regional Member Liaison

fortee@oclc.org

Eric Forte

Western Region

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• Feedback cards on tables

• Twitter/Instagram: #oclcforum • Pinterest: follow On The Road with OCLC • Follow up at the After Party! http://oc.lc/afterparty

Final Thoughts