1. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Next Generation Melvyl at the University of California Patricia Martin LAUC Assembly May 13, 2009

2. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Agenda BSTF Task Force recommendations Goals and strategies Why OCLC? What does the pilot look like How is the pilot being evaluated What are we working on now

3. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Call to Action The University of California Bibliographic Services Task Force Report, December 2005 http://libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf

4. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Overarching Recommendations Focus on What Users Want Worldwide pool of information Search simplicity Immediate satisfaction/delivery Quality results Web 2.0 tools

5. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Focusing on What Users Want Users expect to cover a wide information universe Enriched metadata, i.e. TOCs, cover art Meld discovery and delivery –Users want to move easily from a citation ABOUT an item to the item itself –Full text availability

6. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Next Generation Discovery/Delivery Strategies 1.Provide strategies geared towards end users 2.Define collections in new ways 3.Embed collections and services where users are 4.Identify new opportunities and capitalize on them

7. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S 1. Provide Strategies Geared Toward End Users Navigate and manage large retrieval sets Intuitive interface, not simple searching Wring maximum value from metadata Recognize different use cases: broad overview, in-depth scholarly research, special format needs, library operations

8. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S 2. Define Collections in New Ways Collections = selected materials that can be accessed in a reasonable period of time Distinction between print and digital collections is blurring Significance of local ownership is evolving Unique special collections more broadly available

9. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S 3. Embed Services Where Users Are Service and collection packages that live in learning environments, Web sites, desktops, other applications Focus on adding value in the target environment Let users re-package and re-use

10. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S 4. Meet user needs, solve user problems Our close and easy access to faculty and students is an enormous asset. Find creative ways to really study user needs and systems which let you study behavior. Look for points of pain, problems, unmet needs. Know when to teach and when to listen, when to lead and when to follow and when to connect Do it, try it, assess it, and change it quickly.

11. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Understanding Users and Uses Consider how to aggregate for service in the virtual world. Some ideas: –By campus organization –By academic status (undergrad, grad, faculty) –By discipline –By specific field of study –By use (quick answer, broad overview, in depth research) –By individual Consider library staff as another user class

12. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Why OCLC? Provides access to global resources as well as campus and system-wide resources Size of database (over 130 M records, growing at rate of over 10 Million per year) Integration of mass digitization output Integration of digital assets Integration of journal article metadata and full text

13. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Why OCLC cont. Similar vision/goals/interests over the long term Opportunity to partner/contribute to research agenda Leverage investment with peer institutions

14. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S UC Releases Pilot May 2008

15. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S What has happened since May 2008? UC has learned a lot Usability studies User feedback analysis Log analysis Relationship building

16. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S What is the Pilot? Look & feel is like the UW’s version –Recently updated based on UC usability 10 campus-specific views and 1 UC-wide view Results scoped in following order: Campus, UC Libraries, World Links will take you “Over the wall”, back to local OPAC

17. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S How Will the Pilot be Evaluated? The Basics Interface usability Interoperability with ILSs Seamless interoperability with UC-eLinks and Request The ability to load, access and display non-traditional records –Digital assets, journals, mass digitization

18. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S How Will the Pilot be Evaluated? Enhanced discovery functionality Enhanced delivery services Special use cases –Searching Music –Searching Government Information/Maps –Searching Special Collections/Archives –Searching Serials –Searching Non-Roman Alphabet Languages

19. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S In Progress OCLC working hard on fully integrating Request functionality Need to accommodate RLFs, campuses with more than one ILS Speed! –Coding –Local Holdings Records (LHRs)

20. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S About LHRs LHRs will make response time faster We will use them to tell OCLC additional details about what the UC holds –detailed holdings information on serials holdings (print and electronic) –locations and call numbers for items –numbers of copies for monographs

21. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Next Steps for LHRs Currently testing LHRs at UCLA, UCD, and UCI After testing, UC will implement on all campuses Plan for automated weekly sync with OCLC OCLC planning implementation for other material types beyond serials

22. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S Timetable Currently in pilot Pilot to be extended until all outstanding requirements are met Melvyl is not going away just yet - planned phase out over a significant period of time Look for communication about ramping up the pilot this Fall

23. The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S More Information University of California http://libraries.universityofcalifornia.edu/about/uc_ oclc.html OCLC http://www.oclc.org/worldcatlocal/default.htm