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ICOLC October 4, 2001

ICOLC October 4, 2001. OCLC Services. Purpose. Libraries’ web-based information portal needs Maximize consortia’s role in their members’ use of database resources OCLC’s services – overview, pricing, distribution models Roles of consortia and libraries OCLC services through portals.

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ICOLC October 4, 2001

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  1. ICOLCOctober 4, 2001 OCLC Services

  2. Purpose • Libraries’ web-based information portal needs • Maximize consortia’s role in their members’ use of database resources • OCLC’s services – overview, pricing, distribution models • Roles of consortia and libraries • OCLC services through portals

  3. Roles of libraries and consortia • Multiple portals and interfaces across consortia and libraries • Consortia level/individual institutions • Local system • Web page • Portal software • Increasing importance of consortia • Multi-type, single type, local system-based, others…

  4. OCLC’s Focus • Helping consortia & libraries integrate services into their portals and workflow • Open OCLC services • Work with portal of choice • Package and present our services to work for/within consortia • Develop new services • Leverage cooperation in building new services that extend the portal • Cooperative reference • Archiving

  5. What We’ll Cover To Illustrate Our Strategy and Actual Plans • WorldCat • FirstSearch

  6. Goals for WorldCat/FirstSearch • Extend WorldCat • Make it easier to integrate WorldCat into the library portal • Use WorldCat to help libraries “surface” their collections and services on the Web • Expand FirstSearch portal capabilities • Explore possibilities for a WorldCat-based Union catalog service

  7. Projects • “Discovery View” of WorldCat • WorldCat linking program • FirstSearch enhancements • WorldCat Union Catalog Service

  8. Discovery View of WorldCat

  9. Results set Sort by holdings/format Collocation Record Display TOCs Reviews Biographies Cover art Fulfillment Options Remote Circ. ISO ILL Buy it Linked Repositories Licensed Content Custom Views My consortium My library My subject My region OCLC Databases Item-level indexing ArticleFirst Authorities CORC • Services • Recommendations • User Evaluations • - Activity-based interfaces Pathfinders Linking Services OPAC Licensed Services Web Sites Q&A Extending WorldCat Discovery View

  10. WorldCat Enhancements - 9/2001 • Evaluative Content • 500,000 book cover art pieces • 250,000 book summaries • 76,000 book tables of contents • Interface Upgrade • New record display • Document type icons easier to use • All languages displayed

  11. Search Screen with Icons

  12. Document Icons and Tabs

  13. Record Display

  14. Book Summary

  15. What’s next for WorldCat? • December 2001 • More evaluative content • Scoping for small groups • Integration of the ECO/ArticleFirst dbases • February 2002 • Sort results by library holdings • Limiting by “sub-document” types • Ongoing work • Oracle rearchitecture -- Enables full scoping, collocation, unicode, and more . . .

  16. WorldCat Linking Program

  17. WorldCat Linking Program • Problem: Library collections are “invisible” in portions of the library portal and on the broader Web • OCLC approach: Use WorldCat to connect patrons to library collections from • Licensed services offered by the library • Popular Web sites outside of library portals

  18. WorldCat Linking ProgramHow it works . . . • OCLC partners with trusted third parties • Reference service providers, search engines, local system vendors, book sellers, Web sites, etc. • Partners link to WorldCat • Known item or subject searches • Current partners • Links return . . . • Metadata about the item(s) • Holdings information for relevant libraries (generic or custom) • Links to library catalogs and library fulfillment options (libraries control these links!)

  19. Check Catalog An example Item record or results list in partner application Find in Libraries Link “Find at a library” link

  20. WorldCat Linking Program - Status • Interface available 9/16/2001 • Alibris link enabled 10/3/2001 • Testing with additional partners • Program available in Q1 2002

  21. FirstSearch Enhancements

  22. FirstSearch focus • Interface: • Tighter integration with the library portal • Gateway/portal services • Patron customization • Content: • Develop WorldCat & OCLC content • Load content that is unique to OCLC • Grow Electronic Collections Online

  23. Fulfillment Options Record Display • Z39.50 Databases • Point-and-click configuration for ~170 databases ISO ILL Remote Circulation Local Holdings Article linking Document Suppliers Local Catalogs - OPACs as FS databases FirstSearch Databases OCLC Dbases 3rd Party A&I Periodical Full Text FirstSearch as a Gateway to Library Collections Library Portal FirstSearch FirstSearch Database

  24. Tighter Integration with the Library Portal • Integration with local/regional catalogs • Display local Z39.50 holdings (Q1 2002) • Display Z39.50 OPACs as FS databases (Q3 2002) • Remote authentication with local patron files (TBD) • Linking services • Linking from WorldCat to Web Booksellers (available) • OpenURL linking to remote services (Q4 2001) • Article linking for non-OCLC full text (Q1 2002) • Linking to remote ISO ILL services (TBD) • Linking to non-FS Z39.50 dbases (TBD)

  25. Display Z39.50 local holdings

  26. WorldCat Union Catalog Service

  27. WorldCat Union Catalog Solution • Problem • Managing regional catalogs in multi-type consortia with disparate local systems • Hosted solutions are expensive, incomplete and difficult to manage • Distributed solutions suffer from performance problems and tend to be incomplete

  28. WorldCat Union Catalog Solution • OCLC concept: WorldCat Union Catalog • Would offer a hosted alternative to local installations • Based on a “scoped” view of WorldCat • Would integrate batchload, cataloging, ILL, “patron” catalog into single service • Rationale: could reduce local technical burden, offer expanded service and lower costs • Status: Under investigation

  29. Patron Access Staff View OCLC Cataloging/ Holdings maintenance FirstSearch Interface • Extended WorldCat • Local catalog integration • Z39.50 gateway • Fulfillment options OCLC Fulfillment Services Z39.50 Client ILL (group processing) local system link Digital content • Local systems • Other client • software WorldCat linking service • Web services • Local systems Consolidated Administrative Module WorldCat Union Catalog Service WorldCat Group View Library View

  30. Other notable projects • Web ILL • IPIG profile database • FS customization • Cooperative reference service

  31. OCLC working with consortia…helping libraries serve their patrons.

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