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OCLC Product Strategy

OCLC Product Strategy. Chip Nilges. Strategic Principles. Weave libraries into the Web & the Web into libraries Web-enabled solutions Integrated with each other and partners Customizable by library, user and partner Mutually supporting and reinforcing Extend WorldCat to ….

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OCLC Product Strategy

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  1. OCLC Product Strategy Chip Nilges

  2. Strategic Principles • Weave libraries into the Web & the Web into libraries • Web-enabled solutions • Integrated with each other and partners • Customizable by library, user and partner • Mutually supporting and reinforcing • Extend WorldCat to ….

  3. WorldCat Today Library contributors Bibliographic Holdings New record every 15 seconds WorldCat

  4. Bigger, Better WorldCat archives museums libraries publishers authors WorldCat

  5. Extending WorldCat • More contributors • More comprehensive coverage • More evaluative information • More data formats • More character sets

  6. Globally Distributed Resource • Multiple Metadata Repositories • WorldCat and other regional and national catalogs • Archival Repositories • Pre-print Archives • Searched together • Linked at the authority level • Linked at the record level

  7. Improved Viewing and Scoping • Help Users See WorldCat their own way • My Library • My Region • My Subject • My Target Audience

  8. Global Strategy

  9. Global Strategy

  10. Metadata Services Goal Within three years, services provided under OCLC’s Metadata program will transform OCLC’s traditional cataloging service to a comprehensive metadata creation and management service for librarians, library users and information partners.

  11. 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.

  12. Working Objectives • Provide access to more metadata resources • Improve the productivity of metadata creation • Continue to play a major role in standards • Provide library staff with more efficient tools

  13. OCLC Metadata Services • Creation • Capture • Shelf-ready • Linking • Maintenance • Consulting and Contract Services

  14. 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

  15. Online Metadata Creation Roadmap Current Products CORC CatExpress Dewey for Windows CatME CJK Arabic Cataloging Offline Products Z39.50 Access Passport CatCD

  16. 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

  17. Online Metadata Creation Roadmap Phase One Current Products Current Products Phase Two 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 U.S. & Canada CatCD Int’l Offline

  18. 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 Int’l Offline Z39.50 Access Passport unsupported for cataloging

  19. Global Strategy

  20. Digital Collection Management & Preservation Services • Digital Vault Services • Reformatting Service Centers • Preservation and Digital Cooperative • Content Management Tools

  21. Pilot project Online Digital Collection Management Standards development Preservation metadata with RLG[NEDLIB, Pandora, CEDARS] Participation in OAIS development Physical vault to Digital vault … Pointer File development Digital Vault … activities underway

  22. Digital Preservation Web Site http://www.oclc.org/digitalpreservation Grants Office development Digitization Cooperative - UKansas Brittle Program Preservation & Digitization Cooperative … activities underway

  23. Global Strategy

  24. Strategic focus: Discovery & Fulfillment • Integrate and Web-enable all current services • Make current services available to a broader range of libraries, with an emphasis on library groups • Develop new services that • Help libraries improve public services on the Web • Facilitate library cooperation

  25. Discovery & Fulfillment:Services • Content services • WorldCat • OCLC Databases • Resource sharing services • ILL, Illiad, off-line products • “Portal” services • FirstSearch, WebExpress, SiteSearch • Database licensing services • Third-party content

  26. D&F Strategy: Content Services • WorldCat • Enhance WorldCat as a discovery tool • Develop a WorldCat “group catalog” service • Expand distribution of WorldCat • Other OCLC Content • Deliver content created in metadata/archiving • Maximize value of OCLC content for reference users • Seek opportunities to develop unique content that serves the community

  27. Current Activities . . . Content services • “Discovery View” of WorldCat Pilot Project • Advanced planning for group catalog services • “Open Access” program planning and preliminary discsussions with potential partners

  28. D&F Strategy: Resource SharingFrom OCLC ILL to . . . • An integrated fulfillment service for libraries • Integrated management of all fulfillment services( • Profiling & routing system • Statistics and financial modules • Rules for displaying fulfillment options to users • Support for group request processing • Integrated presentation to the library patron • Integrates with OCLC services and 3rd party systems • Electronic delivery (full text, e-books, etc.) • Remote circulation with local system • Place and manage requests • Purchase options

  29. D&F Strategy: Resource Sharing • Current priorities • Ramping up Integrated Fulfillment Service project • Near term development priorities • Web interface to ILL and union listing • Support for OpenURL • Patron self-service in FS/WE (NCIP) • Integrated resource sharing for groups • Integrated staff interface • API for get-it services

  30. D&F Strategy: “Portal” Services From FirstSearch, WebExpress & SiteSearch to . . . • The “Library Integration Manager” • Integrated service suite that enables the library to deliver its collections and services on the Web • Components • Content integration services (Catalog, journals, databases) • Integrated fulfillment service • Custom interface & authentication services • Database creation & management services • Interface to all other D&F services • Current initiatives • FirstSearch OPAC/local holdings integration project • FirstSearch OpenURL support • Project planning

  31. Cooperative Reference Services • What? • A service suite that will enable libraries to provide Web-based, interactive reference services locally and network those services with other OCLC libraries • Components • A network of subject experts • Cooperative services (eg, shared profile/knowledge base) • Local services for deploying a Web-based reference desk • Current projects • CDRS (www.loc.gov/cdrs) • Incolsa Pilot, Metro Pilot

  32. Cooperative Reference ? Patron Question Designated Partner (eg, consortium) Shared Resources Q Overflow Questions Co-op Profile Database Co-op Knowledge Base Local Reference Expert Library Portal A Designated Network (eg, CDRS) E-mail Chat Voice over IP Member1 For-fee Service (eg, RefPro) Member1 MemberN Routing System Standards for Routing & QA

  33. Questions?

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