Moving libraries to Web scale Matt Goldner Product & Technology Advocate 14 June 2011

Penetration of internet access

Catalog Metadata End User Metasearch Institutional Repositories License Data Circ Data OPAC Resolver/ Knowledge Base Data Electronic Vendor e-Resources Current library technology infrastructure

Cloud Computing InfrastructurePlatformApplicationsServices KPMG A style of computing in which scalable and elastic IT-enabled capabilities are delivered as a service to external customers using Internet technologies. -Gartner Group Simple: Web-based applications with shared data and services.

Enabling technology Reduce local computing power needs Share data with others Build reusable services Move from silos to Web-scale solutions

The Web is all about scale, finding ways to attract the most users for centralized resources, spreading those costs over larger and larger audiences as the technology gets more and more capable. —Chris Anderson, Editor-in-Chief, WIRED and author of The Long Tail Web scale refers to: Massively aggregated data Useful services built on this data Attracts massively aggregated users Each user adds value for every other user

Web scale solution from ebay Community Data Services Applications

The shift in information supply chains

Shift in information supply chains Library A Library B Library C Library D

Change needed for libraries Reconsider management of collections or: Continue to lose efficiency Continue difficulty of uniform access to collections Result: Increased lack of relevance

Seizing the opportunity to change By sharing computing power No longer purchase for peak load Allow cloud computing to expand as needed Greener computing

Seizing the opportunity to change By sharing data Authority control Remove copy cataloging Common licensing terms Serial publication patterns, vendor data, knowledge base Access to open access collections and digital collections

OCLC’s Web-scale Management Service

What led to Web scale? Libraries cannot individually attract Web users Economic conditions New approach to manage disparate collections Working together can define different future

WorldCat Local Users search all collections in one search box Puts library collections where users are Offers best delivery options for every format

Our users see WorldCat Local less as a catalog and more as a search tool ‘a la Google” Anthony Chalcraft, University Librarian York St. John University

WorldCat Local takes the drudgery out of discovery … We’ve eliminated the teaching of the tool and we can push learning. Mark Vargas, Library Director St. Xavier University LIbrary

Moving back office operations to Web scale Responsive Massively scalable Highly fault tolerant Ready for public consumption Built on workflow engine Must provide: Patron and data privacy Data security Data ownership clear stated

From strategy to production July 2009 – June 2010: Pilot phase Academic and public libraries Rapid development and on site usability testing July 2009 – June 2010: Early adopter phase 32 libraries, academic, public and special 15 live since September to 90 day migration for each library July 2010: General release

We have so many systems, and just trying to get them to talk to each was hard … We wanted to move out of the business of managing servers … With WMS, system costs will drop significantly Michael Dula, Director for Digital Initiatives and Technology Strategy Pepperdine University Libraries

What WMS changes for your library

Typical firm order workflow Search OPAC to see if library owns item to be purchased Yes N o Purchase Don’t purchase Search Cataloging Utility for MARC record R e c o r d f o u n d Download to Local System Login into Acquisitions system Create order from bibliographic record Search for Bibliographic record

Ordering with Web-scale Login into Acquisitions system Create order from bibliographic record Search for Bibliographic record

Value of shared data Not just bibliographic data Vendor file and EDI Common license terms Serial publication patterns Global knowledge base of e-resources Open access materials

Community Circulation Data SRU & NCIP2 Data Services WMS Circulation WorldCat Local Applications Services

Community Circulation Data Identity Mgmt C-out / C-in Data Services WMS Circulation Self Checkout Applications Services

Going to the next level: An accessible, extensible platform A cooperative platform that lets anyone develop new applications on the platform: Libraries Groups and consortia Research teams Publishers Software vendors Entrepreneurs Community Data Services Applications Platform A cooperative platform that lets anyone develop new applications on the platform: Libraries Groups and consortia Research teams Publishers Software vendors Entrepreneurs

Cooperatively building a different future for libraries

Built with OCLC member libraries Opportunity to define a different future 21 st century technology Increased workflow efficiencies Reduction of redundant data management Open system for community participation Takes full advantage of cloud computing and Web scale

Questions and Discussion