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Lessons from Implementing WorldCat Local

Lessons from Implementing WorldCat Local. Betsy Wilson Jennifer Ward University of Washington. The UW Experience. Approached OCLC in summer 2006 Beta launched April 30, 2007 Three rounds of usability testing Challenges of working with a moving target. Why Develop?.

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Lessons from Implementing WorldCat Local

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  1. Lessons from Implementing WorldCat Local Betsy Wilson Jennifer Ward University of Washington

  2. The UW Experience • Approached OCLC in summer 2006 • Beta launched April 30, 2007 • Three rounds of usability testing • Challenges of working with a moving target

  3. Why Develop? • Next-Gen Catalog as Porcine Adornment • Users prefer simple and direct search • Make it easy to GET, not just easy to FIND TOO MANY SILOS!!!

  4. Discovery Silos Three library catalog silos: UW Libraries Catalog Consortial catalog (Summit: 38 academic libraries in Oregon and Washington) WorldCat Hundreds of databases Libraries’ digital collections

  5. Before WorldCat Local Without WorldCat Local you need to search: • Local catalog • Group catalog • Databases • WorldCat

  6. With WorldCat Local One simple search box…

  7. Fulfillment Silos Three library resource silos: UW Libraries catalog requesting Consortial catalog requesting Interlibrary loan Amazon.com The WEB!!!

  8. Efficient Fulfillment Without WorldCat Local: • User sees 3 copies in local catalog • All 3 copies are out • To “get it,” need to place hold or search group catalog • For ILL, go back to library homepage With WorldCat Local, appropriate fulfillment options are offered in record display

  9. Why WorldCat? • WorldCat consists of: • over 121 million MARC bibliographic records • over 50 million article citations • MEDLINE, ERIC, ArticleFirst, British Library Inside Serials service, GPO Monthly Catalog (soon to include data from HW Wilson, MLA, and EBSCO) • Assumptions • In an ‘ideal’ world, the local catalog and the consortial catalog are a subset of WorldCat • WorldCat meets the library information needs of many users or will at least serve as a good ‘starting point’

  10. Implementation Implementation issues include: • Fulfillment setup • Local catalog preparation • Staff training • Shift in corporate culture • Plan for success!

  11. Culture shift • Monthly installations that include bug fixes and/or system enhancements • Changes based on usability testing or other forms of end-user feedback • No enhancement requests as with a typical ILS vendor • Not an expert interface

  12. Plan for Success! 59% increase in consortial borrowing 101% increase in interlibrary borrowing

  13. Link Resolver Traffic

  14. Link Resolver Traffic Top 5 origins in Q1 2009:

  15. Roadmap : May – December 2009 • Metasearch • Local Holdings Records (LHR) • “Shopping Cart” • Better identification of digital/electronic materials and access rights • Digital Materials search • Recommendations: • Large Serials TF • Special Collections TF

  16. Orbis Cascade Alliance Oregon & Washington Private & Public, 2-year & 4-year Colleges, Universities,Community colleges Members serving 600 – 44,000 students (FTE) Orbis-Cascade Alliance 

  17. Major Programs • Electronic Resources • 80 libraries in Oregon, Washington, Idaho, Hawaii • Databases, ejournals, ebooks, etc. • Northwest Digital Archives • 31 libraries, archives, museums, historical societies in Oregon, Washington, Idaho, Montana, and Alaska • EAD finding aids, union database, digital content • Summit Resource Sharing System • 36 academic institutions in Oregon and Washington • 9.2 million unique titles, 28.7 million items • INN-Reach 1993-2008  WorldCat Navigator 2009 + • All members use III Integrated Library System • Very popular service …

  18. Strategic Agenda “Moving to the Network Level” – April 2006 Retreat • Regional Library Services Center • Cooperative Collection Development • Digital Services Program • Northwest Digital Archives • ARL/ACRL Institute on Scholarly Communication • Next Generation Systems • Data Harvesting • Discovery: Aquabrowser, Encore, Endeca, Local development, WorldCat Local, Primo, etc. • Resource Sharing Systems • Integrated Library Systems (ILS)

  19. Why WorldCat Navigator? Leadership opportunity Foster competition in the marketplace Cost effective Cross-platform Merging of ILL and circ workflows Solution based on standards Strategic partnership with OCLC • Excellence in service to patrons • Improved discovery system • More trading partners, more materials available • Continuous improvement • Increase in resource sharing

  20. WorldCat Navigator • Discovery • Group Catalog on the WorldCat.org platform • Option for member libraries to implement WorldCat Local • Delivery • Navigator Request Engine based on Virtual Document eXchange (VDX) • New: III Circulation gateway; Availability; Streamlined workflow Integrated Solution

  21. summit.orbiscascade.org

  22. Networked Enabled • Eliminate workflow redundancy • Shared technical services • “Collective” collection • Cost-containment • New forms of resource sharing

  23. Comments? Questions?

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