1. John Helmer Executive Director, Orbis Cascade Alliance Paul Cappuzzello Senior Library Services Consultant Cheryl Snowdon WorldCat Local Product Manager Rob Ross Manager, WorldCat Local Implementations WorldCat Local Orbis Cascade Alliance March 14, 2009

2. Session overview What is WorldCat Local? How does it differ from WorldCat Navigator? What is the implementation process? What does WorldCat Local cost Questions

3. WorldCat Local

4. Typical Experience from Library

5. WorldCat Local Experience

6. Information Discovery at the University of Oregon Users current experience http://www.libraries.iub.edu/ WorldCat Local experience http://www.libraries.iub.edu/index.php?pageId=7799 http://iublibraries.worldcat.org/tools/searchboxHTML

7. WorldCat Local - Delivery and Content IP Authenticated User Relevancy Ranking Up to 4 levels based on OCLC holding symbol Content Metadata included in worldcat.org FirstSearch databases that are subscribed by library Metasearched databases Delivery ILS with Smart Delivery Resource Sharing Navigator WCRS or ILLiad Full-Text Resolver Link to Institution Open URL resolver Unauthenticated User Relevancy Ranking Up to 4 levels based on OCLC holding symbol Content Metadata included in worldcat.org Suggestion for Authentication Delivery ILS with Smart Delivery Resource Sharing Navigator or Consortial request Suggestion to Proxy Server for WCRS or any open URL compliant Resource Sharing system Full-Text Resolver Link to Institution Open URL resolver

8. Benefits Single discovery experience OCLC licensed databases directly indexed Other licensed databases metasearched Access to library holdings individual institution followed by the holdings of other Orbis Cascade members Access to library holdings for all WorldCat libraries Transparent delivery for users Higher usage of library delivery mechanisms (local ILS, Group Holdings and Navigator Delivery, full-text resolvers) Higher usage of resources (group holdings and full-text databases) User-centric design

9. User-Centric Design Undergraduates, graduate students, and faculty all expect "Google-like searching where you can just type in anything" and results are ordered by relevance Web-like relevancy ranked results Advanced researchers often state that "Relevance" means that core works, highly-regarded works, come at the start of the list; undergraduates often seem to operate on this unstated assumption. Access to resources outside the library Intuitive delivery of electronic resources

10. FRBR Multiple ILS at one level of relevancy Utilizing local holdings records to obtain more local data Detailed record redesign Additional Content/Metasearch WorldCat Local Roadmap

14. Configure access to FirstSearch databases you subscribe Additional content in WorldCat (indexing data) Access to your other electronic resources through meta- search functionality Search local and licensed collections simultaneously Single results set Library resolver delivers full-content Expanded Access to eContent

15. Advanced Search with Databases

16. WorldCat Navigator Group Interface

17. Benefits Facilitate resource sharing Single discovery experience OCLC licensed databases directly indexed along with WorldCat (databases purchased as a group) Meet search expectations of library patrons

18. Benefits to Users Undergraduates, graduate students, and faculty all expect "Google-like searching where you can just type in anything" and results are ordered by relevance Web-like relevancy ranked results Advanced researchers often state that "Relevance" means that core works, highly-regarded works, come at the start of the list; undergraduates often seem to operate on this unstated assumption. Social networking features

19. Navigator versus WorldCat Local Navigator Group Interface ILS Clickable Real-time Availability Delivery (NRE and ILL) NRE a Format Specific Monograph Serial eContent Aritcle eSerial Mass Dig WorldCat Local Interface ILS Real-time availability expanded for institution Delivery Local ILS place hold for locally held items with Smart Delivery Local circulation policies Local full-text resolver Link to Local ILL Content Metasearch

20. Implementation

21. Goals High-level View of Process Detailed View of Process Resources Questions & Answers Implementation Overview

22. Provide you a trial WorldCat Local to examine Allow you to make it your own Be accessible to answer your questions Help you educate patrons about WorldCat Local Help you market WorldCat Local to user community Goals of Implementation Team

23. The Good News Much of the hard work is done! Time consuming tasks already complete. Batchloading Indexing OCLC#s in local catalog Thank you, Navigator!

24. 1.Examine your WorldCat Local 2.Attend customization webinar 3.Complete customization form 4.Optional: Attend special topics webinars 5.Test your WorldCat Local 6.Submit order form In a Nutshell

25. In More Detail Examine Your WorldCat Local Identify what you like Identify what you would like to change Note questions

26. In More Detail, cont. Attend Customization Webinar Learn how to customize your WorldCat Local Get answers to your questions

27. In More Detail, cont. Complete Customization Form Answer questions to “localize” your WorldCat Local Choose your preferred fulfillment options

28. In More Detail, cont. Optional: Attend Special Topics Webinars Topics Include: Defining branch-level holdings? How can I interoperate using Z39.50? Free Forum Q&A

29. In More Detail, cont. Test Your WorldCat Local Conduct searches Note questions Submit questions via Webinar or via Live Chat

30. In More Detail, cont. Submit Order Form

31. Training, documentation, and knowledge base: http://www.oclc.org/us/en/worldcatlocal/support/default.htm http://www.oclc.org/us/en/worldcatlocal/support/default.htm Tutorials: http://www.oclc.org/us/en/support/training/worldcatlocal/tutori al/default.htm http://www.oclc.org/us/en/support/training/worldcatlocal/tutori al/default.htm Vendor record licensing: http://www.oclc.org/us/en/worldcatlocal/support/vendor.htm http://www.oclc.org/us/en/worldcatlocal/support/vendor.htm Customization webinar & Chat Help: http://www.oclc.org/worldcatlocal/support/welcome.htm http://www.oclc.org/worldcatlocal/support/welcome.htm Resources

32. Pricing

33. Orbis Cascade Alliance WorldCat Local Pricing

34. Proposed Timeline for FY09 Price January/March Kick-off meeting at ALA Midwinter & ACRL March One-hour group webinar identifying information needed to complete configuration; libraries gather needed information; and complete/submit web form April OCLC updates library configuration and sets up WorldCat Local trial April/May Library conducts acceptance testing and OCLC makes necessary changes June Library orders WorldCat Local & OCLC invoices library June 30 or July 31 depending on whether FY09 or FY10 monies used July 1… Go live with WorldCat Local

35. Questions