1. Next Generation Melvyl Pilot Update to the ULs November 20, 2008 Co-chairs of the Implementation Team Patti Martin, CDL Terry Ryan, UCLA

2. User Assessment Three streams of information from users – Usability testing (UW & UC) and interviews (Ohio State) – Online survey results – Feedback comments

3. User Assessment Findings What Users Value – The breadth of the service, searching at the international network level – Integration of journal articles – Ease of use, with a single search box and more intuitive searching

4. User Assessment Findings What Users Find Challenging – Lack of a Request button – Difficulties printing or emailing – Problems accessing materials Incomplete reclamation and record mismatches Performance problems Confusing access to electronic content Edition merging problems, such as for music

5. Transitioning to Pre-Production Phase Assessment shows sufficient promise to prepare for production Both UC and OCLC have pre-production work to do We will continue to assess progress

6. Pre-Production: What OCLC Must Do OCLC deliverables – Complete Request integration – Improve access to electronic resources – Improve response time, including loading and maintenance of LHRs – Support integration of RLF and affiliated libraries – Negotiate more MARC record loads from vendors

7. Pre-Production: What UC Must Do UC Tasks – Complete reclamation projects, including SCP, RLF, and LHRs – Make policy decisions: RLFs, affiliated libraries, non-UC libraries, on order / in process records – Define the critical mass: how much of the collection is enough for initial production – Implement ongoing maintenance and update processes – Identify alternatives to meet librarian needs – Finalize agreements with OCLC: service levels, payment schedules, future partnership

8. Pre-Production: What Each Campus Must Do Campus Tasks – Complete reclamation projects, including RLFs and SCP – Develop a process to load and maintain LHRs – Come to agreements with affiliated libraries about being included in the campus view – Keep NGM configurations up to date, reporting local changes to status messages, uptime contacts, Z39.50 addresses, etc. – Assist in troubleshooting and testing – Contribute expertise and information to policy analyses and planning

9. Timeline for Campus Tasks Before campuses begin their work – The Implementation Team will gather input and layout options – The Executive Team and the ULs will make the final policy decisions – The Implementation Team will issue guidelines and information to the campuses

10. Production Target: July 1, 2009 When we go to full production, UC will – Move planning, oversight and ongoing support from pilot process to production process – Point to the Next Generation Melvyl as the default union catalog – Set a date for retiring current Melvyl

11. Questions?