Next Generation Melvyl at the University of California

1. Next Generation Melvyl at the University of California Patricia Martin LAUC Assembly May 13, 2009

2. Agenda • BSTF Task Force recommendations • Goals and strategies • Why OCLC? • What does the pilot look like • How is the pilot being evaluated • What are we working on now

3. Call to Action The University of California Bibliographic Services Task Force Report, December 2005 http://libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf

4. Overarching Recommendations Focus on What Users Want Worldwide pool of information Search simplicity Immediate satisfaction/delivery Quality results Web 2.0 tools

5. Focusing on What Users Want • Users expect to cover a wide information universe • Enriched metadata, i.e. TOCs, cover art • Meld discovery and delivery • Users want to move easily from a citation ABOUT an item to the item itself • Full text availability

6. Next Generation Discovery/Delivery Strategies • Provide strategies geared towards end users • Define collections in new ways • Embed collections and services where users are • Identify new opportunities and capitalize on them

7. 1. Provide Strategies Geared Toward End Users • Navigate and manage large retrieval sets • Intuitive interface, not simple searching • Wring maximum value from metadata • Recognize different use cases: broad overview, in-depth scholarly research, special format needs, library operations

8. 2. Define Collections in New Ways • Collections = selected materials that can be accessed in a reasonable period of time • Distinction between print and digital collections is blurring • Significance of local ownership is evolving • Unique special collections more broadly available

9. 3. Embed Services Where Users Are • Service and collection packages that live in learning environments, Web sites, desktops, other applications • Focus on adding value in the target environment • Let users re-package and re-use

10. 4. Meet user needs, solve user problems • Our close and easy access to faculty and students is an enormous asset. • Find creative ways to really study user needs and systems which let you study behavior. • Look for points of pain, problems, unmet needs. • Know when to teach and when to listen, when to lead and when to follow and when to connect • Do it, try it, assess it, and change it quickly.

11. Understanding Users and Uses • Consider how to aggregate for service in the virtual world. Some ideas: • By campus organization • By academic status (undergrad, grad, faculty) • By discipline • By specific field of study • By use (quick answer, broad overview, in depth research) • By individual • Consider library staff as another user class

12. Why OCLC? • Provides access to global resources as well as campus and system-wide resources • Size of database (over 130 M records, growing at rate of over 10 Million per year) • Integration of mass digitization output • Integration of digital assets • Integration of journal article metadata and full text

13. Why OCLC cont. • Similar vision/goals/interests over the long term • Opportunity to partner/contribute to research agenda • Leverage investment with peer institutions

14. UC Releases Pilot May 2008

15. What has happened since May 2008? • UC has learned a lot Usability studies User feedback analysis Log analysis Relationship building

16. What is the Pilot? • Look & feel is like the UW’s version • Recently updated based on UC usability • 10 campus-specific views and 1 UC-wide view • Results scoped in following order: Campus, UC Libraries, World • Links will take you “Over the wall”, back to local OPAC

17. How Will the Pilot be Evaluated? The Basics • Interface usability • Interoperability with ILSs • Seamless interoperability with UC-eLinks and Request • The ability to load, access and display non-traditional records • Digital assets, journals, mass digitization

18. How Will the Pilot be Evaluated? • Enhanced discovery functionality • Enhanced delivery services • Special use cases • Searching Music • Searching Government Information/Maps • Searching Special Collections/Archives • Searching Serials • Searching Non-Roman Alphabet Languages

19. In Progress • OCLC working hard on fully integrating Request functionality • Need to accommodate RLFs, campuses with more than one ILS • Speed! • Coding • Local Holdings Records (LHRs)

20. About LHRs • LHRs will make response time faster • We will use them to tell OCLC additional details about what the UC holds • detailed holdings information on serials holdings (print and electronic) • locations and call numbers for items • numbers of copies for monographs

21. Next Steps for LHRs • Currently testing LHRs at UCLA, UCD, and UCI • After testing, UC will implement on all campuses • Plan for automated weekly sync with OCLC • OCLC planning implementation for other material types beyond serials

22. Timetable • Currently in pilot • Pilot to be extended until all outstanding requirements are met • Melvyl is not going away just yet - planned phase out over a significant period of time • Look for communication about ramping up the pilot this Fall

23. More Information University of California http://libraries.universityofcalifornia.edu/about/uc_oclc.html OCLC http://www.oclc.org/worldcatlocal/default.htm