Web-scale Management Services: Library systems for the 21 st century

1. Web-scale Management Services:Library systems for the 21st century Matt Goldner Product & Technology Advocate

2. The world before Web Scale:Finding that “special something…”

3. A diagram might look like… GarageSale Infomercial Sellers YellowPages WantAds FleaMarket SelfService PhoneSales Buyers Advertisers Catalog Circular RetailStores Wholesaler Retailer Reseller

4. With Web Scale:Matches sellers, items and buyers

5. Changing demand

6. Changing collections

7. Questions to ask ourselves Have the systems we use to deliver services kept pace with the changing nature of our users and our collections? OR • Are libraries being held back by: • Many systems to support • Large investment in maintenance • A fragmented Web presence

8. Today’s agenda • Libraries are doing more than ever • Silos, costs, time requirements, inefficiency are hindering libraries • Cloud computing has helped other industries • OCLC members have been building “cloud” services 40 years • OCLC Web-scale Management brings the power of the cooperative to core services • Member libraries will be freed to focus on innovation

9. How doing more created the current library technology infrastructure

10. In the 1970s… ILS Library OPAC Circulation Users PrintVendors Cataloging

11. In the 1980s… ILS Acquisitions Library OPAC SelfService Circulation Users PrintVendors Cataloging CatalogingUtility National/GlobalSystem ConsortialSystem

12. In the 1990s… ILS Acquisitions Library OPAC A to ZList ERM SelfService Circulation Users PrintVendors Cataloging Resolver ElectronicVendor CatalogingUtility National/GlobalSystem ConsortialSystem

13. In the 2000s… ILS Acquisitions Library OPAC A to ZList ERM SelfService Circulation Users PrintVendors Cataloging Resolver Meta-search ElectronicVendor InstitutionalRepository CatalogingUtility National/GlobalSystem ConsortialSystem

14. Web scale value proposition 70% 30% INFRASTRUCTURE INITIATIVE Amazon.com: http://www.slideshare.net/goodfriday/amazon-web-services-building-a-webscale-computing-architecture

15. Cloud Computing A style of computing in which scalable and elastic IT-enabled capabilities are delivered as a service to external customers using Internet technologies. -Gartner Group Simple: Web-based applications with shared data and services.

16. Web scale value proposition Before cloud computing… After cloud computing… 70% 30% INFRASTRUCTURE INITIATIVE Amazon.com: http://www.slideshare.net/goodfriday/amazon-web-services-building-a-webscale-computing-architecture

17. What if… ILS Acquisitions Library Library OPAC A to ZList ERM SelfService Circulation Users Suppliers Users PrintVendors Data Cataloging Resolver Meta-search ElectronicVendor Partners InstitutionalRepository CatalogingUtility National/GlobalSystem ConsortialSystem

18. Efficient storage of data in the cloud:Common use data Bib Library Holdings UserContributed Common Use Data Users Suppliers Partners

19. Efficient storage of data in the cloud:Data by agreement PatronAuth CircCounts Library Library Ordering Common Use Data Licenses Users Users Suppliers Suppliers Data by Agreement Partners Partners

20. Efficient storage of data in the cloud:Private data Library Library Common Use Data Users Users Suppliers Suppliers Data by Agreement Private Data Partners Partners OrderDetails Patron Licensing C’Out

21. Improved interaction Library LocalUsers Aggregators LocalVisitors Users Suppliers Jobbers Data WorldwideUsers BookSellers SearchEngines Consortia Partners Partners Utilities SocialSites Libraries

22. More efficient and flexible workflows Library Identification & Selection Deaccession & Preservation Acquisition Users Suppliers Data Access, Circulation, & Delivery Partners Accession & Description Discovery

23. OCLC Members: Building Web Scale for 40 Years 2000’s: Virtual Reference Collection Analysis NextGen Discovery Library 1970’s: Cataloging 1980’s: ResourceSharing Users Suppliers Data 1990’s: OnlineDatabases Partners 2010’s: Web-scaleManagement

24. Summary of Web Scale benefits • Leverages shared data • Improves interoperability • Releases staff to create and implement strategic initiatives

25. Web-scale Management Components Library Library CooperativeIntelligence Identification & Selection Unified Acquisitions &License Management Deaccession & Preservation Circulation & Access Acquisition WorkflowEngine Users Suppliers Users Suppliers Data Data WorldCat Access, Circulation, & Delivery Partners WorldCat Local Accession & Description Cataloging Discovery

26. Web-scale Management ComponentsWorldCat Library CooperativeIntelligence • Heart of the System – 170M Records • Member library records (75%) • National library records (17%) • Library of Congress records (6%) • Vendor supplied records (2%) • Data feeds from publishers for WorldCat and OCLC Knowledge Base (will become key part) • Simplifies identification and selection Unified Acquisitions &License Management Circulation WorkflowEngine Users Suppliers WorldCat WorldCat Partners WorldCat Local Cataloging

27. Web-scale Management Components:Unified Acquisitions & License Management Library CooperativeIntelligence WorldCat • Acquisitions for today’s collections • Shared vendor data • Cooperative collection building • Physical and electronic in same system • Built-in negotiation and evaluation • Integrated license manager • Makes process more efficient – saving time and expense Unified Acquisitions &License Management Circulation WorkflowEngine Users Suppliers WorldCat Partners WorldCat Local Cataloging

28. Web-scale Management Components:Cataloging • Shared tools for data creation and enrichment • Automated workflows for physical materials • Automated workflows for electronic materials • Automated loading of records from digital repositories • Simplify description and accession of materials Library CooperativeIntelligence WorldCat Unified Acquisitions &License Management Circulation WorkflowEngine Users Suppliers Data Partners WorldCat Local Cataloging

29. Web-scale Management Components:WorldCat Local Library • Discovery as users expect it • Single search of all library collections – physical, electronic and digital • Smart delivery resolver for best access • Workflow tools that aid users in organizing and re-using information • Integration with search engines and widgets to weave library into the Web • Increases usage of library materials CooperativeIntelligence WorldCat Unified Acquisitions &License Management Circulation WorkflowEngine Users Suppliers Data Partners WorldCat Local Cataloging

30. Web-scale Management Components:Circulation Library CooperativeIntelligence WorldCat • Circulation for 21st century • Intuitive staff interface that simplifies routine tasks • No hardware or software to manage locally • Foundation for building on cooperative collection development to lead to simplified collection sharing • Enables all forms of resource sharing to become network circulation tasks Unified Acquisitions &License Management Circulation WorkflowEngine Users Suppliers Data Partners WorldCat Local Cataloging

31. Web-scale Management Components:Cooperative Intelligence Library CooperativeIntelligence WorldCat • Making your data work harder • Cooperative collection development • Better recommender services • Cooperative storage and preservation • Usage statistics and cost per use • Collection profile sharing • Allows for better decision making Unified Acquisitions &License Management Circulation WorkflowEngine Users Suppliers Data Partners WorldCat Local Cataloging

32. Web-scale Management Components:Workflow Engine Library • Flexible workflows • Defined processes using abstractions in the librarian’s domain (Subscriptions, orders, etc.) • No hard-coded knowledge of the process definitions or controllers • Institutions customize their processes or define new processes • Simplify integration of current and future services CooperativeIntelligence WorldCat Unified Acquisitions &License Management Circulation WorkflowEngine Users Suppliers Data Partners WorldCat Local Cataloging WorkflowEngine

33. Web-scale Management Services in 2010 Library Li Web-scale management services LicenseManager Acquisitions Circulation Admin navigationpanel work panel Library WorldCat

34. Web-scale Management Services: 2012 Li Web-scale management services Circulation Circulation & Resource Sharing Analytics MetadataManagement LicenseManager Acquisitions Admin navigationpanel work panel

35. A platform where you build the future • The cloud should enable, not stifle library innovation • More than discovery APIs • Must enable access for local development and participation How? • Built with Service Oriented Architecture (SOA) • Includes published APIs • Creates a network of developers

36. WMS Architecture – three ways to integrate • Component usage • Metadata Management • License Manager • Discovery • Co-op Intelligence • Service Integration • Knowledgebase • WorldCat API • Vendor Management • License Management • Data Synchronization • Bibliographic records • Holdings information • Knowledgebase data • Statistical data • Registry data

37. Advisory Council Web-scale Management Services Library Advisory Council Strategic direction, reality checks and moral support • Helene Blowers Digital Strategy Director, • Columbus Metropolitan Library • John HelmerExecutive Director, Orbis Cascade Alliance • Jan IsonExecutive Director, Lincoln Trail Libraries System • David LankesAssociate Professor, Syracuse University Sarah McHughStatewide Projects Librarian, Montana State Library Mary PiorunAssociate Director,University of Mass. Medical Center Library Tim RogersExecutive Director, NCLIVE John TeskeyDirector of Libraries, University of New Brunswick Andrew PaceOCLC, ex officio

38. Development and pilot libraries • Web-scale Management Services Steering Committees • Access services, technical services, systems and management workflow experts • Comprised of pilot participants at the start • Test/pilot sites • Orbis Cascade Alliance • Linfield College (with general assistance from the Alliance) • Pepperdine University Libraries • Idaho Commission for Libraries • Boundary Public, Payette County Public, CIN • CPC (Craven, Pamlico, Carteret) Regional Libraries (NC)

39. Start imagining the – YOUR - future “Today’s librarians are engaging information seekers wherever they are—at the beach, in the street, on the stage, on the Web—to extend their impact and set in motion growing waves of relevance and usage.” OCLC NextSpace, Issue 13 Johnson County Library, Kansas ProBiblio, the Netherlands Texas A&M University West Campus Business Library "The mission of librarians is to improve society through facilitating knowledge creation in their communities." R. David Lankes, Syracuse University Keynote, 29th Annual Charleston Conference

40. Thank you and questions • Questions/comments about Web-scale management services • OCLC Product Works • http://www.oclc.org/productworks/ • Register for email updates:  • https://www.oclc.org/email/subscribe.htm • Library services person’s email: • libservices@oclc.org