OCLC Product Strategy

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OCLC Product Strategy
Chip Nilges
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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 .

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WorldCat Today
Library contributors
Bibliographic
Holdings

• New record every 15 seconds

WorldCat
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Bigger, Better WorldCat

• libraries

archives
museums
publishers
authors
WorldCat
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Extending WorldCat

• More contributors
• More comprehensive coverage
• More evaluative information
• More data formats
• More character sets

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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

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Improved Viewing and Scoping

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

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Global Strategy
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Global Strategy
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Metadata Services Goal

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

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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.

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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

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OCLC Metadata Services

• Creation
• Capture
• Shelf-ready
• Linking
• Maintenance
• Consulting and Contract Services

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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

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Online Metadata Creation Roadmap
Current Products
CORC
CatExpress
Dewey for Windows
CatME
CJK
Arabic Cataloging
Offline Products
Z39.50 Access
Passport
CatCD
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Online Metadata Creation Roadmap
Phase One
Current Products
Current Products
CORC
CORC plus CatExpress
CatExpress
Dewey for Windows
Enhanced CatME
CatME
CJK
Arabic Cataloging
Offline Products
Z39.50 Access
Passport
CatCD U.S. Canada
CatCD
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Online Metadata Creation Roadmap
Phase One
Phase Two
Current Products
Current Products
CORC plus CatExpress
Metadata desktop (CORC, CatExpress, WebDewey)
CORC
CatExpress
Dewey for Windows
CatME
Enhanced CatME
CJK
Arabic Cataloging
Offline Products
Z39.50 Access
Passport unsupported for cataloging
Passport
CatCD
CatCD Intl Offline
CatCD U.S. Canada
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Online Metadata Creation Roadmap
Phase Two
Phase Three
An integrated metadata creation and
management service Includes all
metadata functions online offline
Metadata desktop (CORC, CatExpress, WebDewey)
Enhanced CatME
Arabic, CJK Multiscript support
CatCD Intl Offline
Z39.50 Access
Passport unsupported for cataloging
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Global Strategy
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Digital Collection Management Preservation
Services

• Digital Vault Services
• Reformatting Service Centers
• Preservation and Digital Cooperative
• Content Management Tools

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Digital Vault activities underway

• Pilot project
• Online Digital Collection Management
• Standards development
• Preservation metadata with RLGNEDLIB, Pandora,
  CEDARS
• Participation in OAIS development
• Physical vault to Digital vault
• Pointer File development

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archiving

Content managment
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Preservation Digitization Cooperative
activities underway

• Digital Preservation Web Site
• http//www.oclc.org/digitalpreservation
• Grants Office development
• Digitization Cooperative - UKansas Brittle Program

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Global Strategy
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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

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Discovery FulfillmentServices

• Content services
• WorldCat
• OCLC Databases
• Resource sharing services
• ILL, Illiad, off-line products
• Portal services
• FirstSearch, WebExpress, SiteSearch
• Database licensing services
• Third-party content

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DF 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

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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

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DF Strategy WorldCat Open Access

• Goal Help connect library patrons with library
  services on the Web, wherever patrons look for
  information
• Potential Partners
• Local System Vendors
• Library Information Providers
• Direct-to-consumer Web search engines, vendors,
  etc
• Possible Services
• Targeted Bibliographies
• Library finder
• Library fulfillment services

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The user searches for Washington, George in the
encyclopedia.
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The encyclopedia article for this subject
displays. A Find in Libraries link appears at
the top of each article. When users click on
this link, the application sends a search to OCLC
and . . .
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We return a results set consisting of WorldCat
records on the topic, sorted in descending order
by the number of libraries that hold the item
(most widely held items display first). This
results set can be limited to books or expanded
to include other material types indexed in
WorldCat. When the user clicks on a title . . .
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A search is sent to OCLC, which retrieves
additional bibliographic information and displays
a library locator pop-up dialog box. The box
includes a space for entering a zip code.
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The user enters his/her zip code, hits go, and
a search for that zip is run against a table here
that retrieves . . .
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. . . A list of libraries within the specified
zip code that hold the item, according to
WorldCat holdings information. Note that the
user can expand the search beyond the zip code.
Also note that the names of the institutions
displayed are hotlinks. Clicking on Ohio State
University will link the user into . . .
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. . . Ohio States library catalog record for the
book. We are able to provide this link because
OSU has profiled their catalog in FirstSearch.
From here, the user sees that the book is
available and can place a request for the item.

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DF 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

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Digital delivery
Remote circulation
Interlibrary loan
Buy It
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DF 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

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DF 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 DF services
• Current initiatives
• FirstSearch OPAC/local holdings integration
  project
• FirstSearch OpenURL support
• Project planning

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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

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Cooperative Reference
Standards for Routing QA
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Questions?