1. October 4, 2011

2. Common services are moving to web scale e-mail Google campus Research—computer power and processing MyExperiment—UK-sharing scientific workflows Cloud services—free and fee based Amazon Web Services, LibGuides What are you using already?

3. OCLC® Web Scale Management Services “OCLC Web-scale Management Services stand apart from traditional ILS systems by offering member libraries one unified solution to help streamline routine tasks—like acquisitions and circulation. By moving these functions to the Web, libraries are able to share infrastructure costs and resources, as well as collaborate in ways that free them from the restrictions of local hardware and software.”

4. Value of Web Scale Management Services “We see OCLC Web-scale Management Services as a way to bring improvements and efficiencies to our staff functions in the areas of acquisition, processing, and circulation support. Moreover, a web-based approach makes sense to us; we want to manage information, not hardware.” Mark Roosa, Dean of Libraries, Pepperdine University (Web scale pilot participant)

5. What is web scale/cloud computing? “Cloud computing is the delivery of scalable IT resources over the Internet, as opposed to hosting and operating those resources locally, such as on a college or university network.”* 'Web-scale' refers to how major web presences architect systems and services to scale as use grows** *EDUCAUSE, “7 things you should know about cloud computing” **Lorcan Dempsey’s Web Log “Web Scale”

6. Libraries focus on… What we're best at What's unique What's local Whatonly we can do

7. While Web Scale solutions take care of: What's best crowd-sourced What's a commodity service What's shared What's outside our wheelhouse Tim Rogers, “Survive is the New Thrive: Factors Leading Libraries to Web Scale” http://tinyurl.com/49k9qx8

8. OCLC® Web Scale Management Services--goals Leverage the size and scope of WorldCat, the largest library catalog on earth, and the OCLC cooperative Allow for shareable data about back-office services Work entirely on the Web, eliminating many support issues Integrate with discovery and delivery functions A cooperative platform in order to better share costs and encourage future innovation

9. OCLC® Web Scale Management Services-Functionality Acquisitions Physical and electronic in same system Integrated license management Shared vendor data Cooperative collection building

10. Cataloging Cataloging: Shared tools for data creation and enrichment Insert metadata management into the library supply chain Automated workflows for physical materials Automated workflows for electronic materials Automated loading of records from digital repositories Simplify description and accession of materials

11. Circulation Circulation: Intuitive staff interface that simplifies routine tasks Foundation for building on cooperative collection development to lead to simplified collection sharing Enables all forms of resource sharing to become network circulation tasks (in the future)

12. Patron interface-WorldCat™ Local 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

13. Open architecture, create your own applications! Open architecture allows one to create applications OCLC created apps Some free, some $$$

14. What’s new now? New features in OCLC WorldCat Resource Sharing ™

15. Recent updates Alert! field e-mail a request/workform New reports Custom holdings symbol search New workform fields—DOI, PMID Article exchange

16. Major changes OCLC WorldCat® Knowledge Base Make your electronic content easier to find, use and manage Ingram e-books E-books from Ingram's MyiLibrary® available for short-term access through WorldCat Resource Sharing

17. WorldCat® Knowledge Base Combines data about your library’s electronic content with links to the content Included in your OCLC Cataloging subscription at no additional charge Maintained in a single place for use with many OCLC and non-OCLC applications

18. Improved article sharing solutions Components of article sharing solution WorldCat Resource Sharing WorldCat knowledge base License management tool

19. When does it apply? How the enhancement affects OCLC ILL: As a lender you will receive links (to transmit to a borrower, if allowed) Revamped Direct Request for articles

20. How do I set this up? WorldCat Knowledge Base Request Form: http://bit.ly/nB0TOX

21. Getting data in-holdings/license info Third party—Pubget login program retrieves your library’s holdings from electronic content sources Automatic updates eliminate manual, time-consuming work for your staff Often surfaces more content than other knowledge base tools Manual data entry (including print holdings)-- Upload a spreadsheet with the data in KBART format –can be created in excel

22. How does it look?

24. Data combines on workform to tell you You hold it Whether or not you can lend it* How you can lend it* *Based on your license data

25. License data tells you… ILL—but! Print and send via surface mail Print it, rescan it, deliver it Lend it, but it has to be within your country Only allowed to lend to Not for profit institutions No ILL

26. Synchronicity All KB records (including local holdings) are matched to WorldCat on a nightly basis. Any records with OCLC numbers (this is visible from the user interface) will have holdings synchronized out to WorldCat on a nightly basis as well. Changes to holdings in the KB should be seen in WorldCat in less than 24 hours. The KB will either set a new holding or delete an existing holding where appropriate. It will not alter the contents of any LHRs on the record.

27. OCLC® WorldCat Knowledge Base--Summary Complete an initiation request Work with an OCLC Implementation Manager to add your library’s holdings and license data into the WorldCat knowledge base via FTP data load or manually through OCLC Service Configuration (www.worldcat.org/config ) Turn on access to the WorldCat knowledge base in WorldCat Services administrative module For maximum benefits: set up the Direct Request feature

28. Ingram e-books Available for short term loan in WRS OCLC Symbol IDILL Cost to borrow is %15 of list price List price isn’t listed, so use Max Cost to manage “ALERT” field is used to get information to you and patron Manage with symbol search/custom holdings 9 day loan period, no renewal (can re-purchase) Must use IFM for transaction

29. What’s on the horizon? Changes ahead with OCLC WorldCat Resource Sharing™

30. New resource sharing service Becoming more patron driven Improving efficiencies and workflows More agile Support libraries’ supply of print and electronic materials Helping to keep us relevant

31. Why? Remember the service migration to FirstSearch? almost 7 years ago! FirstSearch no longer supports change ILL staff need Patron interfaces are being built more on WorldCat.org FirstSearch is expert search driven, not patron friendly Expanding access to materials through .org service

32. Timeline Tentative date--product release summer 2012 Migration Tentative, summer—May 2012, but TBD Libraries will have a long migration window during migration, libraries can use both systems with no degradation in quality of service

33. Logging in Different authorization levels administrators, staff, student assistants Single administrative area for centralized account management

34. Platform Moving to a platform that is closely tied to WMS Platform will allow staff to develop workflows and build more agile services New resource sharing services will be built as individual services, making them easier to change and change quickly

35. Improved display Improved display—more sort-able Sort by title, date, patron name, date requested, need by date Display all requests in one long list

36. Patron initiated ILL WorldCat Local, WorldCat Local QuickStart, and WorldCat.org (IP authenticated) will support patron initiated ILL Improved handling of editions any, only selected, most recent (patron selection)

37. Getting it…and paying for it Will display item availability in user interface (your library) shelf level data in staff interface System will display lender costs pulled from policies directory information

38. Purchase options New system will incorporate “buy it” options for staff Staff see item cost from booksellers Can go to bookseller site and purchase No IFM tie in planned as yet Eventually, system will add even more acquisitions tie ins to ILL

39. Lender string “Unlimited lender string” not truly, considering 20-50 to be added to request from custom holdings until item is filled System should select lenders dynamically based on shelf level availability

40. What ever happened to EMST??? Variable aging based on lender preferences! New functionality will provide a flag, probably in policies directory, to define how long you cantake a request beyond 4 days system then automatically knows, and aging is managed appropriately Visual indicator to requestor if library takes more than typical 4 days

41. For ILLiad users Updating web services for communications between ILLiad and ILL—over time enhancements will come into ILLiad through Atlas Systems Policies directory web service—direct communication of policies directory info into ILLiad Item availability service, exploring how that can be integrated into ILLiad Circulation-shoring up services so that Atlas systems can connect more with local ILS