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 New record every 15 seconds WorldCat Bibliographic Holdings Library contributors

4. Bigger, Better WorldCat libraries museums archives 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

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 Passport CatME CJK Arabic Cataloging CORC CatExpress CatCD Dewey for Windows Z39.50 Access Offline Products

16. Online Metadata Creation Roadmap Current Products Phase One Passport Enhanced CatME CatCD U.S. & Canada CORC plus CatExpress Current Products CatME CJK Arabic Cataloging CORC CatExpress CatCD Dewey for Windows Z39.50 Access Offline Products

17. Online Metadata Creation Roadmap Phase Two Passport unsupported for cataloging Metadata desktop (CORC, CatExpress, & WebDewey) CatCD Int’l Offline Current Products Phase One Current Products Passport Enhanced CatME CatCD U.S. & Canada CORC plus CatExpress CatME CJK Arabic Cataloging CORC CatExpress CatCD Dewey for Windows Z39.50 Access Offline Products

18. Online Metadata Creation Roadmap Phase Three An integrated metadata creation and management service Includes all metadata functions online & offline Z39.50 Access Phase Two Passport unsupported for cataloging Enhanced CatME Arabic, CJK & Multiscript support Metadata desktop (CORC, CatExpress, & WebDewey) CatCD Int’l Offline

19. Global Strategy

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

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

22. archiving Content managment &

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

24. Global Strategy

25. 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

26. 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

27. D&F Strategy: Content Services  WorldCat –Enhance WorldCat as a discovery tool –Develop a WorldCat “group catalog” service –Expand distribution of WorldCatWorldCat  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

28. 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

29. D&F Strategy: WorldCat Open Access  Goal: Help connect library patrons with library services on the Web, wherever patrons look for information  Potential Partners –Local System Vendors –Library Information Providers –Direct-to-consumer Web search engines, vendors, etc  Possible Services –Targeted Bibliographies –Library finder –Library fulfillment services

30. The user searches for “Washington, George” in the encyclopedia.

31. The encyclopedia article for this subject displays. A “Find in Libraries” link appears at the top of each article. When users click on this link, the application sends a search to OCLC and...

32. We return a results set consisting of WorldCat records on the topic, sorted in descending order by the number of libraries that hold the item (most widely held items display first). This results set can be limited to books or expanded to include other material types indexed in WorldCat. When the user clicks on a title...

33. A search is sent to OCLC, which retrieves additional bibliographic information and displays a “library locator” pop-up dialog box. The box includes a space for entering a zip code.

34. The user enters his/her zip code, hits “go,” and a search for that zip is run against a table here that retrieves...

35. ... A list of libraries within the specified zip code that hold the item, according to WorldCat holdings information. Note that the user can expand the search beyond the zip code. Also note that the names of the institutions displayed are hotlinks. Clicking on “Ohio State University” will link the user into...

36. ... Ohio State’s library catalog record for the book. We are able to provide this link because OSU has profiled their catalog in FirstSearch. From here, the user sees that the book is available and can place a request for the item.

37. D&F Strategy: Resource Sharing From 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 3 rd party systemssystems Electronic delivery (full text, e-books, etc.) Remote circulation with local system Place and manage requests Purchase options

38. Local OPAC WorldCat Remote Z39.50 Regional Catalog Remote HTTP Full text, image, ebook, etc. Get It Options Digital delivery Remote circulation Local System Place hold for item in local system Interlibrary loan ILL OCLC ILL or other ISO ILL service Buy It Buy item from online vendor Library Portal Interface User view of OCLC Integrated Fulfillment Service

39. 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

40. 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

41. 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

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

43. Questions?