OCLC PICA and Sisis in Germany

1
OCLC PICA and Sisisin Germany
Verbundkonferenz

• Dr. Rein van Charldorp MBA
• 14 September 2005

2
Today

• OCLC PICA
• Consolidation in library system market
• OCLC PICA and Sisis Informationssysteme
• Strategy
• Systems
• WorldCat Discovery and regional European version
• Library functions

3
OCLC PICA

• 1969 Pica established
• Cofounders Dutch university libraries
• and Royal National Library The Hague
• 2002 OCLC PICA established
• Shares 60 OCLC and 40 Pica foundation
• Secure, independent financing
• Use of OCLC development and research results
• Independent company strategy
• 2004 More international, professional and market
  oriented
• 17.5m revenues
• Leiden, Birmingham, Paris

4
Professional Stable

• Stable and loyal team
• Librarians
• Developers
• other professional staff
• Secure financial foundation
• Backed by OCLC worlds largest library
  cooperative
• Strong participation in standards
• FRBR, ISO 8459, 2146, 10160/1, 23950, SRW/SRU,
  IT/19

5
Valuable partnerships

• GBV, Hebis, DDB, BSZ
• UKB Dutch academic libraries
• National Library of Australia, Abes France
• Strata Preservation

6
German situation today

• German library systems market stable, but
• Increasing cost savings pressure
• New technologies, media, services
• Fragmented market
• organization-wise
• on vendors side OCLC PICA, Ex-Libris, Bond,
  Sisis, Lib-IT, DynixSirsi, Bibliomondo

7
Consolidation in library world

• Fragmentation need for high investments gt
  consolidation
• Recent developments
• Oct 2004 ISACSOFT acquires Bibliomondo
• June 2005 Dynix and Sirsi merge
• July 2005 OCLC PICA acquires Sisis
  Informationssysteme

8
Joint organisations

• Staff Sisis OCLC PICA Total
• Mgmt support 5 18
• Sales 9 17
• Develop maintenance 19 74
• Service consultancy 14 Prod. mgmt 11
• total 47 120 167
• Offices Oberhaching Leiden
• Köln Birmingham
• Berlin Paris
• Basel

9
Advantages joint forces

• Better serve German market
• More resources
• increased competences Java, Oracle, RFID, etc.
• aim to develop more faster
• gt quicker response to market demand
• Technology components exchange gt stronger
  products (best of breed)!
• Larger, integrated and modern product portfolio
  Libraries can better serve their patrons

10
Joint Product Portfolio
GGCShared Cataloguing
CILLAIndic Languages
Central System CBS
Local Systems LBS, SunRise
NCC, LinkUK
OCLC ILL
Portal Services iPort, Elektra
Dewey
PiCartaFirstSearch
Resource Centres, Strata
Open WorldCat
Digital Archive
WorldCat Discovery
ECOeJournals
Historic Newspaper Service, Olive
NetLibraryeBooks
QuestionPoint
CONTENTdm
11
Advantages joint forces

• Better, local support in Germany
• Strong position to keep offerings local/European
• Better prepared for role in future developments
  and to keep you, GBV customers, in the inner
  circle e.g. in strategy discussions

12
Strategy Discussion

• Short term
• Middle long term
• Long term

13
WorldCat
Value Chain
CBS Or Group Catalogue
Sunrise
LBS
SunRise
LBS
Circulation Acquisitions External resource mgt
resolver Portal services Content Management Local
cataloguing Management Information External
integration (APIs, portlets)
Union Catalogue Regional Repository Coop.
collection dev. Regional Cataloguing Physical
resource sharing Regional reference services
International Union Catalogue OpenWorldCat
Knowledge base electronic resources Catalogui
ng Data enrichment FRBR, WIKI
authorities, classification TOC, covers,
index Resource sharing International digital
sharing (registry) International physical
sharing Reference services - international Office
of Research Terminology, data mining, OAI,
preservation, metadata
Not for Group Catalogue
14
LBS and SunRise

• Both LBS and SunRise will stay on the market and
  their support will be maintained
• We are exploring exchange of functionalities
  between LBS and SunRise
• We will investigate how to build a new LMS out of
  both in the future, that will be best of breed
• gtgt This is also valid for iPort and Elektra.

15
Technical cooperation

• Service oriented architecture on all systems
• Open web and library standards
• Gradual transition for libraries
• Business functions for all libraries
• Open XML interface to the business layer
• Java and Web Browser user interfaces

16
CBS

• Best of breed product for union catalogues
• Loading, indexing, parameterization, support,
  performance, price, functionality
• Users are partners
• For evolution and sales
• We use the software ourselves for NCC

17
Synergy with OCLC
SunRise
WorldCat
CBS Or Group Catalog
LBS
Products and Services
Products and Services
18
WorldCat Discovery initiative

• A joint OCLC and OCLC PICA working group
• An understanding of the different library
  communities in Europe
• Shared expertise and technology
• A common interest in emerging standards
• Discussion with OCLC Members Council and OCLC
  PICA partners

19
Current structure
Open WorldCat view via Google, Yahoo, etc.
WorldCat
Czech Republic
Singapore SILAS
Finland
Chile
REBIS
S. Africa SACAT
20
Resource Delivery, Directory Collection Analysis,
Directory Digital Registry Reference FRBR.
WIKI International Authorities Knowledge Base,
Directory
Own identity policy dbase system own rules
Open WorldCat
GBV
SUDOC
DDB
Hebis
WorldCat Discovery
CILLA
NCC
BSZ
WorldCat
LinkUK
Logical views
NLA
BNB
Sabinet
Own pricing own services, interfaceOwn
development schedules priorities
Finland
Czech Republic
Individual libraries
21
Discovery tool for European library collections

• OCLC software OCLC/OCLC PICA end-user services
  create a discovery catalogue of European library
  collections
• Initial database 50 million holdings from 26
  European countries
• Holdings from European libraries who have
  catalogued in OCLC (or retrospectively converted
  catalogues through OCLC), plus records and
  holdings from LinkUK and NCC
• Will be available through OCLC FirstSearch,
  PiCarta and other OCLC PICA interfaces

22
WorldCat Discovery features

• Single source for locating materials in European
  libraries
• Very rich resource large number of retrospective
  conversions by OCLC over the last 20 years
• Can be limited by language, country/region, type
  of material, etc.
• Can be linked to local systems to provide
  location, class number and item availability
• Great value for scholars worldwide and for
  resource sharing

23
WorldCat Discovery timeframe

• Now an agreed joint project between OCLC and OCLC
  PICA
• Began by loading some OCLC PICA union
  cataloguesLinkUK, NCC
• Use groups in UK and Netherlands for pilot
  feedback
• Service will begin in 2006
• Talking to many groups about participation

24
Basic functions of libraries

• Collect/Manage
• Acquisitions, repository deposit, licensing,
  digitizing
• Cataloguing make discoverable
• Statistics and management information
• Preservation
• Facilitate Discovery
• Interface to own resources (two way)
• Enlarge collection via external sources
• Assist discovery reference
• Deliver
• Lending or copying
• Resource sharing
• Alternatives reference look-up, reference

25
Function 1 Collect/manage

• Traditional ILS modules
• Local cataloguing
• Acquisitions
• Circulation
• Management information
• New ILS requirements
• Content Management
• Electronic resource management
• Digitisation

26
Function 1 Collect/Manage
SunRise
WorldCat
CBS Or Group Catalog
LBS
OUF/SLNP Connectivity
CONTENTdm
Knowledge Base
XML- Server
E-Resource- Admin
Scanning- Component
MIS
Workflow optimization
ERM SystemsSAP / HIS/ IDM
Bookseller / Content supplier
27
Function 2 Facilitate Discovery

• Search
• FRBR
• Subject browse presentation
• Visual presentation
• Spell checker, linguistic capability, statistical
  functions, relevance ranking
• Standards for inbound search
• Inbound connectivity
• Learning management systems
• Authorisation and authentication
• web
• Outbound connectivity
• Target databases
• Search Protocols / full-text searching
• Data formats

28
F2 Facilitate Discovery
Elektra
SunRise
WorldCat
CBS Or Group Catalog
iPort
LBS
InfoGuide WebOPAC PSI
Extrakt
Z39.50, SRU HTTP/XML
CONTENTdm
Authentication
FAST
PSI
Redi
ERM SystemsSAP / HIS/ IDM
Online
CDROM
E-learning University publishing
External resources
29
Function 3 Delivery

• Lending or copying
• Resource sharing
• Alternatives reference look-up, reference
• Physical gt Digital

30
Function 3 Delivery
Elektra
SunRise
CBS Or Group Catalog
WorldCat
iPort
LBS
RFID
PSI CBS ILL ZFL-Server
SIP2, NCIP
Knowledge Base
E-Resource- Resolver
SMS Mail RSS, blogs
Authentication
Online
ERM SystemsSAP / HIS/ IDM
Licensed External resources
31
Long term strategy

• Remain a stable and reliable European company
• Flexible products, adaptable to the constantly
  changing environment
• In close collaboration with our partners in
  Europe and beyond

32
Vielen Dank