GOLD/GALILEO Users Group Conference WorldCat Resource …Your resource sharing staff uses a Web...
Transcript of GOLD/GALILEO Users Group Conference WorldCat Resource …Your resource sharing staff uses a Web...
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OCLC Online Computer Library Center
GOLD/GALILEO Users GroupConference
WorldCat Resource Sharing
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Agenda
Overview of Resource Sharing changes ininterface and pricing
Reasons for migration and benefits
Migrating features and new features
Migration timelines
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OCLC Resource Sharing
25 years of reliability
More than 7,000 libraries, resourcecenters and document suppliersglobally
Handles about 10 million requests eachyear
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Current Resource Sharing
ILL Web illweb.oclc.org
Passport for ILL Windows application
ILL ME Windows application
ILLiad Windows application
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NEW: One Sharing Tool forEveryone
Your resource sharing staff uses a Web interfaceincorporating FirstSearch functionality
(FirstSearch account not required)
Existing interfaces—except ILLiad—are retiredsimultaneously in 2005
Batch options for high-volume, high-productivity libraries tobe provided prior to ILL ME retirement
OCLC Interlibrary Loan becomes WorldCat Resource Sharing
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Current Pricing Options
Subscription
Introduced Spring 2004
Transaction
11 different fees
Consolidated
Ends June 30, 2005
Low-volume
Ends June 30, 2005
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Current Pricing Options
Subscription
Introduced Spring 2004
Transaction
11 different fees
Consolidated
Ends June 30, 2005
Low-volume
Ends June 30, 2005
Subscription
Unchanged
Transaction
Simplified to 3 fees;Available Oct. 2004
NEW Pricing Options
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NEW: Subscription
Unlimited WorldCat Resource Sharing services
(searching, holdings, produces)
Unlimited use of Fee Management and statistics
Unlimited online union listing
Lending credit history incorporated into quote
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NEW: Simplified Transaction
Only 3 fees:
Flat fee for unlimited holdings display and scan/browse
Charge for produce
Charge for Fee Management
Lending credits still provided
Default pricing for libraries not on subscription
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Why Is This Migration Happening?
Library technology and usage are trending toward:
Web-based catalogs and other applications
Patron self-service
Increased automation and interoperability of systems
Decreased per-unit costs
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Why Is This Migration Happening?(cont’d)
Powerful FirstSearch search capabilities
More WorldCat-based activities within a library areintegrated
Single platform = Reduced information costs
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Migration Benefits for Libraries
Easier to use and budget for resource sharing
Increase sharing accuracy and fill rates
Turn around requests more quickly
Integration with OPAC increases visibility of localfulfillment options, saving money
End users have a better experience and can do more ofthe work themselves
More request processing options
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All the Functionality You’re Used To
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Easy Tabbed and Dropdown Navigation
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Complete Borrowing and Lendingwith Request Manager
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Administer and Use CustomHoldings
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Seamless Link to PoliciesInformation
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Constant Data
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Automated Fulfillment
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The Power of FirstSearch for your Staff,a Better Experience for your Users
New features
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Better Searching with Evaluative Content,e-content and More
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Multiple Holdings Options
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Batch Printing of RequestCategories
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Saved Conditional Notes
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User Registration
Patrons and staff can create accounts
Save and delete searches
Patron tracking of resource sharing requests
Set personal preferences
Forgotten password reminder e-mail
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User Registration > Create ID
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User Registration > Saved searches
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User Registration > Self-tracking ofrequests
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User Registration > Personalpreferences
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Additional New Features
Link to Copyright Clearance Center
Limit resource sharing on materials youalready own
Display of Lender LDR (Local Data Record) inrequests
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More New Features Coming Soon
Automatic logon
Staff access to new WorldCat Resource Sharinginterface regardless of FirstSearch subscriptionstatus
Staff can place a resource sharing request from allFirstSearch databases
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More New Features in 2005Batch processing and transfer (ILL ME functionality)
Routing of requests to multiple authorizations
Routing and rules based on LDRs and Policies Directorydata
Smart use of Fee Management
Improved access to local availability information
More batch printing in Request Manager
Additional user registration benefits
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Tutorial Gets You Up and Running
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Context-Sensitive Online Help
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When Can I Begin Using the NewInterface?
Activate WorldCat Resource Sharing for your staff
www.oclc.org/ill/migration/quickstart_illuserrequests.pdf
Go to firstsearch.oclc.org and use your resource sharingauthorization
Libraries with a FirstSearch account:
Available now
Libraries without a FirstSearch account:
Available October 2004
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When Should I Begin Migrating?
ILL Web / Passport / ILL ME
Begin using WorldCat Resource Sharing on or afterAug. 15 for basic borrowing & lending
(High-productivity features available by early 2005)
ILLiad
Upgrade to Version 6.4 now; upgrade to 7.0 inDecember 2004 to ensure uninterrupted service
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When Should I Begin Migrating?(cont’d)
Don’t have to switch all at once—useWorldCat Resource Sharing in tandem withcurrent interface
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When Will My CurrentSharing Interface Stop Working?
End date is May 1, 2005
ILL Web will redirect to the logon page for WorldCatResource Sharing
Passport / ILL ME / ILLiad 6.x or earlier will nolonger function
Countdown provided on daily message
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At aglance:Migrationtimelines
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At aglance:Migrationtimelines
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Stay up-to-date at the OCLC Web site
www.oclc.org/ill/migration/
Latest news
Migration pathsfor retiringinterfaces
Tutorials
FAQs
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Questions?
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OCLC Online Computer Library Center
GOLD/GALILEO Users GroupConference
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Additional Resource Sharing Tools
Georgia Union Catalog
Interlibrary loan
Cataloging
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Current Situation - ChallengesNo current union catalog representingstatewide resources
Users cannot easily access all availableresources
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Library ChallengesPresenting/linking resources
E-databases & referencemanagement
E-books & e-journals
Digital collectionsmanagement
Local resources
??
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Desired Situation
Single, easy-to-use discovery tool of all Georgiaresources
Increase visibility of Georgia library collections
Leverage existing cooperation between librariesstatewide
Efficient resource sharing
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Characteristics of Ideal SolutionHoldings of all Georgia libraries represented in catalog
Uses existing infrastructure
Minimal training
Economical solution
Improve service to Georgians statewide
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OCLC Group ServicesSolution
E- databases &reference management
E-books & e-journals
Digital collectionsmanagement
Local resources
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Georgia Libraries and OCLC WorldCat
18 million holdings of all Georgia libraries
FirstSearch WorldCat available statewideto all libraries through GALILEO
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Solution: OCLC services for groupsGeorgiaCat group catalog
Unlimited resource sharing
Unlimited cataloging services
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Group catalog
Physical union catalog based onholdings set in WorldCat
Customized “scopes”
Branding
Guest view (optional)
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Create a Group Catalog with WhatYou Already Have in WorldCat
Library A
Library B
Library C
Records in WorldCat
Georgia Catalog
Library D
Batchloading /Customcataloging
Not in WorldCat
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Create Geographic Scoping Levels
Libraries in State
Libraries in Area of State(s)
Libraries in Multi-State Region
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Create Other Scoping Levels &Evolve Them as Your Needs Change
Consortia
LibraryType
Custom-defined
Combine what you and your peers haveinvested in WorldCat reflecting your ownunique information community.
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Florida Group Catalog searchscreen
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Florida Group Catalog result set
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Georgia Group Catalog List of Records
Nebraska Group Catalog
All Georgia Libraries
All Georgia Libraries: 48 OMAHA PUBLIC LIBRARY
All Georgia Libraries: 48 GWINNETT COUNTY PUBLIC LIBRARY
All Georgia Libraries
Georgia Public Libraries
Georgia School Libraries
Metropolitan Atlanta Libraries
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Group union catalog – benefits of acentralized model
Save time
Single, easy to use web-based interface
Fast
Saves money
Leverage existing resources: FirstSearch, ILL,cataloging
Quick implementation: 3-6 months
Increase visibility of collections
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Unlimited cataloging
Connexion
PromptCat
CatExpress
Z39.50 cataloging
Batchload services
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Unlimited resource sharing
Unlimited OCLC ILL
Interlibrary Fee Management (IFM)
Unlimited Union Listing
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“FRBR”-ized collection
Open WorldCat
Other Benefits
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*IFLA’s FRBR Model (http://www.ifla.org/VII/s13/frbr/frbr.pdf
Functional Requirements for Bibliographic Records
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*IFLA’s FRBR Model (http://www.ifla.org/VII/s13/frbr/frbr.pdf
Functional Requirements for Bibliographic Records
http://www.oclc.org/research/projects/frbr/
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Open WorldCat: Making collections visible on thewebMore info: http://www.oclc.org/worldcat/pilot/default.htm
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In Summary
Leverages rich history of cooperation in Georgia
Comprehensive resource sharing
Physical union catalog of all Georgia resources
ILL and cataloging
Increased visibility of Georgia library collections
Economical solution