OCLC Product Strategy Chip Nilges. Strategic Principles Weave libraries into the Web & the Web into libraries Web-enabled solutions –Integrated with.
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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
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
PassportPassportPassportPassport
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
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
Phase TwoPhase TwoPhase TwoPhase Two
Passport unsupportedPassport unsupportedfor catalogingfor cataloging
Passport unsupportedPassport unsupportedfor catalogingfor cataloging
Metadata desktopMetadata desktop(CORC, CatExpress,(CORC, CatExpress,& WebDewey)& WebDewey)
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
PassportPassportPassportPassport
Enhanced CatMEEnhanced CatMEEnhanced CatMEEnhanced CatME
CatCD U.S. & CanadaCatCD U.S. & CanadaCatCD U.S. & CanadaCatCD U.S. & Canada
CORC plusCORC plusCatExpressCatExpressCORC plusCORC plusCatExpressCatExpress
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
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
Z39.50 AccessZ39.50 AccessZ39.50 AccessZ39.50 Access
Phase TwoPhase TwoPhase TwoPhase Two
Passport unsupportedPassport unsupportedfor catalogingfor cataloging
Passport unsupportedPassport unsupportedfor catalogingfor cataloging
Enhanced CatMEEnhanced CatMEEnhanced CatMEEnhanced CatME
Arabic, CJK & Arabic, CJK & Multiscript supportMultiscript supportArabic, CJK & Arabic, CJK & Multiscript supportMultiscript support
Metadata desktopMetadata desktop(CORC, CatExpress,(CORC, CatExpress,& WebDewey)& WebDewey)
Metadata desktopMetadata desktop(CORC, CatExpress,(CORC, CatExpress,& WebDewey)& WebDewey)
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?
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