Strategic Directions for OCLCStrategic Directions for OCLC

Larry AlfordJennifer YoungerBetsy WilsonSandy YeeJim NealCarol MandelBrian Schottlaender

ARL 2009

Houston21 May 2009

Today’s AgendaToday’s Agenda

OCLC Governance Changes : Larry Alford

Record Use Policy Review Board : Jennifer Younger

RLG/OCLC 3 years later : Carol Mandel

Jim Neal

Betsy Wilson

OCLC Strategic Initiatives :Brian Schottlaender

Sandy Yee

Board of TrusteesBoard of Trustees

OCLC Members Council 2008-2009 OCLC Members Council 2008-2009

New OCLC governance structureNew OCLC governance structure

Members Board of

Trustees

Global

Council

Regional

Councils

Fiscal 2010 Budget and COPFiscal 2010 Budget and COP

Revenues: $239 million

Contribution: $0

Strategy fund: $4 million

Enterprise Resource: $60.8 million

• U.S. Prices frozen

• Salaries frozen enterprise-wide

• Performance-based compensation cut 30 percent

WORLDCAT TODAY

WORLDCAT TODAY

136.9 Million Records

1.4 Billion Holdings

Create system-wide efficiencies in library management

WorldCat Growth since 1998Create system-wide efficiencies in library management

WorldCat Growth since 1998

OCLC: Building Web-scale for librariesOCLC: Building Web-scale for libraries

Create a compelling user

environment

Increase OCLC’s global relevance and position of trust

Create system-wide

efficiencies in library

management

Make OCLC Web Services

a valued part of library operations

Review Board MembersReview Board Members

• Christopher Cole: Associate Director for Technical Services, National Agricultural Library

• Poul Erlandsen: Head, Document Access Services and Collection Management, Danish University of Education, National Library of Education

• Pat French: Manager, Collection and Technical Services, Multnomah County Library

• Clifford A. Lynch: Executive Director, Coalition for Networked Information Brian E. C. Schottlaender (OCLC Western): The Audrey Geisel University Librarian, UC San Diego Libraries

• Ted Schwitzner: Head, Bibliographic Services Division, Illinois State University, Milner Library

• Roberta Shaffer: Executive Director, Federal Library and Information Center Committee, Library of Congress

• Lamar Veatch: State Librarian, Georgia Public Library Service—University System of Georgia

• Elsie Weatherington: Dean, University Library, Virginia State University

• Jennifer Younger : Edward H. Arnold Director of Hesburgh Libraries, University of Notre Dame

BROAD ISSUESBROAD ISSUES

• Lack of communication about the problem to be solved

• Non-consultative process

• Lack of clarity around core issues; for example, how can I use my records?

• Lack of awareness of existing Guidelines

• Not as clear a consensus about what OCLC is and does as there was in the past

• Lack of awareness by OCLC and members about divergence of views (‘the gap problem’)

IT’S A NEW ENVIRONMENTIT’S A NEW ENVIRONMENT

• OCLC member community includes libraries and other memory institutions

• Information ecosystem is bigger: consortia, networks, vendors, service organizations, and more

• Extend the reach of WorldCat in the information ecosystem

• Sustain the trust and member engagement in building WorldCat

• Move from data protection to data exchange

DIRECTIONSDIRECTIONS

• We affirm that a policy is needed, but not this policy

• Formally withdraw the proposed policy

• Until a new policy is in place, reaffirm the existence and applicability of the Nov. 16, 1987 “Guidelines for the Use and Transfer of OCLC-Derived Records.”

DIRECTIONSDIRECTIONS

• Revisit the social contract between OCLC and its members

• On what principles is it based?

• What are our respective rights and obligations?

• How do current documents relate?

• How can OCLC leadership and OCLC members reinforce the values of the collaborative?

• How can the collaborative work with others in the information ecosystem?

DIRECTIONSDIRECTIONS

• Discuss the role and value of WorldCat in the information ecosystem, and ways in which it can be leveraged:

• by OCLC;

• by libraries and other memory institutions; and

• by other partners in the information ecosystem.

• Identify threats to the sustainability of WorldCat and strategies for protecting it against unreasonable use

DIRECTIONSDIRECTIONS

• Devise a process for drafting and maintaining a new policy that:

• Includes formal participation by members of the Global Council, the OCLC Board, and the OCLC Strategic Leadership Team

• Incorporates input from the broader community• Recognizes the complexity of the information

ecosystem in which OCLC and its members operate• Is transparent

• Develop a process for ongoing review and updating using the same principles of consultation and transparency

DIRECTIONSDIRECTIONS

• The new policy should:

• Be based on clearly articulated principles

• Impart confidence to members and partners building strategies predicated on WorldCat

• Support innovation

DISCUSSIONDISCUSSION

• Is the Review Board asking the critical questions?

• Your questions and advice

• Review Board online feedback forum: http://community.oclc.org/reviewboard

RLG UpdateRLG Update

• Brief recap

• Now – 2 ½ years after the merger

• Explain what’s been created

• Highlight the RLG Partnership work

A note about history – the mergerA note about history – the merger

The major elements

ALL SUCCESSFULLY ACCOMPLISHED !

Service Integration – what happened Service Integration – what happened

•WorldCat and RLG Union Catalog Merged

•Third-party databases migrated (17)

•Transfer of Image-based Services and Archive Grid

•Cataloging, ILL and Reference services transitioned

What did we expect?What did we expect?

• Service synergies and overall impact

• Folded RLG program activities and Partnership into Research in to:

• Create a venue for research institutions within OCLC

• a place to design future, lead, collaborate, innovate

• Establish connections to allied communities (archives, museums) and allied organizations (DLF, ARL, JISC, etc)

• become a natural partner

• Expand the resources and skill sets in Research

• from community-building to prototype production

• Idea, prototype, action

• Involvement of partner staff

OCLC Research equals Office of Research plus RLG Programs OCLC Research equals Office of Research plus RLG Programs

• Research Scientists and Program Officers serve multiple constituencies with a focus on the RLG Partnership

Increase OCLC’s global relevance and position of trust

OCLC Research: AgendaIncrease OCLC’s global relevance and position of trust

OCLC Research: Agenda

• supporting new modes of research, teaching and learning

• managing the collective collection

• renovating descriptive and organizing practices

• modeling new service infrastructures

• architecture and standards

• measurement and behaviors

Take-aways Take-aways

• Delivered the power of aggregation in the service array

• the united catalog enables range of transformative offerings

• Gave research institutions a new venue and capabilities

• applied research, community building, and prototyping of future systems

• Broadened scope of OCLC’s possible communities and partners

• archives, special collections, museums, national agencies

Building Web-scale for librariesBuilding Web-scale for libraries

Build Web-scaleProvide the most

compelling Web-scale presence for libraries

Maximize Uptake

Syndicate Grid services through partner

programs

Move to the Network

Enrich the WorldCat Grid through greater service

and data coverage

Create Local Value

Leverage the value of Web-scale into end-user solutions

for libraries

Increase Efficiency

Reduce the cost of Library Management

with Grid-enabled systems

and services

THE UC NEXT-GENERATION MELVYL PILOTTHE UC NEXT-GENERATION MELVYL PILOT

•ARL MEMBERSHIP MEETING•HOUSTON, 21 MAY 2009

•Brian E. C. Schottlaender•The Audrey Geisel University Librarian

•UC San Diego

UNIVERSITY OF CALIFORNIA

L I B R A R I E S

Genesis of NGM …Genesis of NGM …

“Bibliographic Services Task Force Report”

http://libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf

UNIVERSITY OF CALIFORNIA

L I B R A R I E S

Report recommended …Report recommended …

• Re-architecting Melvyl, UC’s Union OPAC

• Enhancing search & retrieval

• Adopting new cataloging processes

• Supporting continuous improvement

UNIVERSITY OF CALIFORNIA

L I B R A R I E S

Focus of Report was on … Focus of Report was on …

•What users want

•Ne[x]t-Gen discovery/delivery strategies

•Different use cases UNIVERSITY

OF CALIFORNIA

L I B R A R I E S

Why OCLC?Why OCLC?

•Leverage investment

•The OCLC research agenda

•The WCL DB

UNIVERSITY OF CALIFORNIA

L I B R A R I E S

NGM Pilot is managed … NGM Pilot is managed …

… by 2 teams:

•Executive Team

•Implementation Team

UNIVERSITY OF CALIFORNIA

L I B R A R I E S

How Is Pilot Being Evaluated? How Is Pilot Being Evaluated? • “Do it, try it, assess it,

and change it quickly.”

• Listen to users via usability studies, online feedback, surveys, and log analysis

• OCLC releases enhancements on a monthly basis

UNIVERSITY OF CALIFORNIA

L I B R A R I E S

Current In-Progress EmphasesCurrent In-Progress Emphases

• Local Holdings Records (LHRs)

• Fully integrating UC’s Request delivery functionality

• Accommodating the RLFs

• Speed! (i.e., performance)

UNIVERSITY OF CALIFORNIA

L I B R A R I E S

Create a compelling user environmentCreate a compelling user environment

April 23, 2009

FOR IMMEDIATE RELEASEApril 23, 2009

FOR IMMEDIATE RELEASE

OCLC announces strategy to move library

management services to Web scale

Offers libraries ‘quick start’ to Web-scale services

Quick start version of WorldCat Local now included

as part of FirstSearch WorldCat subscription

Web-scale management servicesWeb-scale management services

LINK RESOLVERS

NAVIGATOR

PATRONMANAGEMENT

CIRCULATION

WorldCatLocal

BUSINESSINTELLIGENCE

KNOWLEDGEBASE

LICENSEMANAGEMENT

“quickstart”

ACQUISITIONS

ILL SYSTEMS

ILS

WorldCatResource Sharing

OCLC’s chartered economic objectiveOCLC’s chartered economic objective

Reduce the rate of rise of per-unit library costs

Thank You!Thank You!