Extending the Library Cooperative:

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Extending the Library Cooperative
CORC Users Group MeetingProduct Planning
OverviewApril 29, 2001
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Libraries are changing
Custodian of Books One Medium Own Collection In
good time In-house Local reach You go to the
library

• Service-oriented info provider
• Multiple media
• Library without walls
• Just in time
• Outsourcing
• Global reach
• The library comes to you

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Web Characteristics
.034
1.4
1998
2.8
.042
2.2
1999
4.7
.068
2.9
2000
7.1
total sites
millions
public sites
adult sites
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Ask Jeeves
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Strategic Principles

• Libraries and library science are even more
  relevant in the digital world
• Weave libraries into the Web the Web into
  libraries
• Simplify for the patron
• Extend WorldCat to .

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WorldCat Today
Library contributors
Bibliographic
Holdings

• New record every 15 seconds

WorldCat
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WorldCat Plus

• libraries

archives
museums
publishers
authors
WorldCat
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Global Strategy
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Discovery Fulfillment Services (Find it and Get
it)

• Discovery View of WorldCat
• Portal services
• Cooperative reference services
• Library Open Access Services
• Integrated fulfillment services

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What Can We Do?

• Integrate access to local networked databases
• Make print resources visible and more desirable
• Offer interactive Web-based reference
• Expand integrate fulfillment options
• Bring library users to the library portal from
  the Web

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Discovery view of WorldCatWhat can it be?

• An enhanced version of WorldCat
• Evolve WorldCat as a finding aid, reference tool,
  and fulfillment mechanism
• Librarians like to search, everyone else wants to
  find
• WorldCat as a virtual union catalog service
• OCLC will explore services around WorldCat that
  would enable libraries to use it as an enhanced
  union catalog
• WorldCat anywhere
• OCLC will work with local system vendors and
  consumer Web sites to make library services
  available to users wherever they seek information

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Make Print Resources More Desirable

• Search results point to E and P
• Provide evaluative information
• Tables-of-contents
• Cover art
• Reviews
• Author biographies
• Usage data
• Ratings
• Readers who checked out this title also checked
  out

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Discovery WorldCat
Discovery View of WorldCat
Todays WorldCat
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Portal Services

• Simplify the front-end
• Integrate access to local and remote databases
• Cross-database searching browsing
• Filter options
• Sort options
• Results categories
• Integrated fulfillment
• Personalized/Customizable interface

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Cooperative Reference ServicesHelp Libraries
offer

• Provide assistance at the time and place the user
  needs it
• Key Components
• Increase awareness of print resources
• Expert network routing system
• Shared QA database
• Current projects
• CDRS pilot Incolsa pilot

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Library Open Access Services

• Bring patrons to the library portal from
  commercial sites
• Book vendors, search engines, etc.
• where they can find both print and electronic
  resources

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Digital Collection Management Preservation
Services

• Digital Vault Services
• Reformatting Service Centers
• Preservation and Digital Cooperative
• Content Management Tools

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Digital Vault benefits

• Long-term retention of digital objects
• Standards-based system (OAIS)
• Refreshment and Migration Strategies
• Risk Management
• Validation Workflows and Processes
• Rights management
• Linked to WorldCat/OPAC
• Preservation Metadata
• digitally preserved markers
• Links to analog/physical copies
• Many uses for various needs

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Digital Vault object types

• Born digital
• e-journals / e-books / e-etc.
• government publications
• Re-born digital
• special collections
• local history
• national/cultural heritage

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Digital Vault activities underway

• Pilot project
• Online Digital Collection Management
• Standards development
• Preservation metadata with RLGNEDLIB, Pandora,
  CEDARS
• Participation in OAIS development
• Physical vault to Digital vault
• Pointer File development

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Reformatting Service Centers

• Think Preservation Resources
• Preserve and further access to research materials
  in libraries and archives for current and future
  researchers
• Full preservation and digitization services
• Maintaining leadership in preservation
  reformatting
• Improving access to preserved material

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Reformatting Service Centers - Activities

• Fully Integrated Services
• conversion
• metadata
• web-ready
• Increasing points of presence

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The Preservation and Digitization
CooperativeBuilding Relationships,
Partnerships and Collaborations
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Preservation Digitization Cooperative

• Forum for best practices standards
• Workshops, consultation expert advice
• Grants development
• Cooperative preservation digitization projects
• Libraries as publishers
• On-demand access to selected content
• Cost sharing

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Preservation Digitization Cooperative
activities underway

• Digital Preservation Web Site
• http//www.oclc.org/digitalpreservation
• Grants Office development
• Digitization Cooperative - UKansas Brittle Program

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Digital Collection Management Tools

• Distributed
• Capture / Management / Access
• Shared
• Metadata / User groups / Connection
• For
• Co-op members
• D.I.Y. institutions
• Reformatting centers

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Integrated Fulfillment Services

• For the patron
• Easy to use
• Integrated access to all available fulfillment
  options
• Make print more easy to get
• For the librarian
• Integrated administration of all fulfillment
  options
• Support for ISO ILL, local circ, reference
  linking, buy it
• Status tracking and statistics

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Digital delivery
Remote circulation
Interlibrary loan
Buy It
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Integrated fulfillment service

• Key near-term projects
• Linking from FS/WE to reference linking solutions
  
• Patron self-service in FS/WE (NCIP)
• Integrated resource sharing for groups
• Integrated staff interface
• Planning the longer-term service
• Product Proposal (April/May)
• Business plan (September)
• Product development (Fall)

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DF Service Suite
Librarian/Admin
Discovery Fulfillment Web Service Center
Configure access to local and networked databases
Configure fulfillment options for these databases
Customize your view of WorldCat
Build a custom interface using our tools or
integrate resources into your portal
Deploy cooperative reference services
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Metadata Services

• OCLCs new Metadata program will transform
  OCLCs traditional cataloging service to a
  comprehensive metadata creation and management
  service for librarians, library users and
  information partners.

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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.

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Working Objectives

• Provide access to more metadata resources
• Broader coverage of electronic and print
  resources
• Add value to existing bibliographic records
• Support a wider range of metadata formats
• From other libraries
• From information publishers and authors
• Earlier in the publication cycle
• Improve the productivity of metadata creation
• Continue to play a major role in metadata
  standards-setting bodies (MARBI, ISO, etc.) and
  in evolving new standards for information
  services such as Dublin Core and ONIX.

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Working Objectives (contd)

• Provide library staff with more efficient tools
• Single entry point for all services
• Better integration between OCLC and the local
  system
• Better management of electronic resources
• Metadata maintenance services

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OCLC Metadata Services

• Online metadata creation
• Metadata capture services
• Shelf-ready metadata services
• Metadata linking services
• Metadata maintenance services
• Consulting and Contract Services

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Online Metadata Creation Service

• Integrate existing online interfaces and products
  into a single entry-point, browser-accessible,
  web-based service
• Maintain/improve productivity levels through
  improved tools
• Support more metadata standards (EAD, TEI, etc.)
• Support additional scripts (Hebrew, Cyrillic,
  etc.)

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Metadata Capture Services

• New tools for authors to create metadata for
  their work, and for patrons to create reviews.
• Earlier publication cycle metadata creation
• Work with publishers
• CIP upgrade program
• Material vendors cataloging
• Metadata licensing/exchange program
• The metadata may include content, links to
  content, or holdings information.

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Shelf-ready Services

• As libraries select and order both physical and
  electronic materials, metadata is automatically
  supplied, allowing libraries to capture metadata
  without direct staff involvement.
• PromptCat reduces copy cataloging costs by 80
• http//www.oclc.org/oclc/prompt/servover.htm
• Material Vendor Cataloging agents

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Metadata Maintenance Services

• These services ensure that the data in the
  Extended WorldCat bibliographic records will be
  accurate, up-to-date, and reflect the
  authoritative sources used to establish access
  points.
• Authorities (MARS)
• http//www.oclc.org/western/wlnprods/mars/
• Bib Notification (URL Update Service)
• http//www.oclc.org/oclc/promo/10040bib/10040bib.h
  tm

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Consulting and Contract Services

• Consulting services to help libraries evaluate
  and select solutions that fit their workflow
  needs and lower their overall costs for technical
  processing.
• Contract services provide libraries with an
  outsourcing option for technical services.
• Conversion services
• Cataloging services
• Collection Assessment
• AsiaLink/collection development
• http//www.oclc.org/oclc/asialink/case_study.htm

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Metadata Linking Services

• Access to evaluative information through standard
  identifiers
• Linking versus Loading
• Cheaper than loading data
• More timely than loaded data
• Easier to bundle data content delivery
• Some owners more comfortable with linking than
  with loading
• Rights management

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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

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Online Metadata Creation Roadmap
Current Products
CORC
CatExpress
Dewey for Windows
CatME
CJK
Arabic Cataloging
Offline Products
Z39.50 Access
Passport
CatCD
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Online Metadata Creation Roadmap
Phase One
Current Products
Current Products
CORC
CORC plus CatExpress
CatExpress
Dewey for Windows
Enhanced CatME
CatME
CJK
Arabic Cataloging
Offline Products
Z39.50 Access
Passport
CatCD U.S. Canada
CatCD
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Online Metadata Creation Roadmap
Phase One
Phase Two
Current Products
Current Products
CORC plus CatExpress
Metadata desktop (CORC, CatExpress, WebDewey)
CORC
CatExpress
Dewey for Windows
CatME
Enhanced CatME
CJK
Arabic Cataloging
Offline Products
Z39.50 Access
Passport unsupported for cataloging
Passport
CatCD
CatCD Intl Offline
CatCD U.S. Canada
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Online Metadata Creation Roadmap
Phase Two
Phase Three
An integrated metadata creation and
management service Includes all
metadata functions online offline
Metadata desktop (CORC, CatExpress, WebDewey)
Enhanced CatME
Arabic, CJK Multiscript support
CatCD Intl Offline
Z39.50 Access
Passport unsupported for cataloging
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www.oclc.org

• Furthering access to the worlds information

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reducing library costs