OCLC WorldShare SNBU 2012

Notas do Editor

• #2: Good afternoon. Introducing both of us.Lucia and I are not here today to talk about an ILS with you. Rather we want to talk about the OCLC WorldShare strategy and vision to partner with libraries and help them collaborate with other libraries to extend their reach both within their community and beyond. This strategy continues the Cooperative’s public purpose to increase access to the world’s knowledge and helps connecting the world’s libraries to operate and innovate at Webscale.This is the WorldShare strategy in brief, to enable libraries to continue extending access to knowledge both within the community they serve and beyond.
• #3: So the agenda we have today for you looks like this and will not touch on other initiatives at OCLC.I will be covering the first 3 points which will be the shortest part of our presentation. Lucia will come on to demonstrate using screen shots some of the WorldShare application so that you can see it is real. We can for real show you the application at our both if you want too but for this meeting, we preferred using PowerPoint.Of course, we welcome at the end your questions about WorldShare but also about other services if you have any but today, we really wanted to introduce you to our newest library solution using cloud computing.
• #4: Let’s look first outside the library space to see how the Web and Webscale solutions have already brought us the future today in our everyday lives.
• #5: The Web has allowed us to do things differently than we used to. So instead of going to the bookstore, I just go online and order the book, and of course now I’m downloading an e-book. So how I purchase and read is evolving.But what is perhaps more interesting and relevant is that with the Web I can do different things. So now I can write a novel, self-help book, travel guide, and then self publish it straight to Amazon Kindle, taking advantage of the infrastructure and community that Amazon has already built. That is doing a very different thing than I ever could before the web.Let’s look at various industries and how the Web has changed them.
• #6: CLICK: We know shopping has changed dramatically, but what Amazon has done is much more than just making it easy to purchase things online. CLICK: They built a platform which is now the infrastructure for tens of thousands of business. CLICK: And they pushed it further to become the platform for many businesses and other institutions to store data and run software in the cloud. CLICK: They then created Web Services so other businesses could easily interact with their data and platform.CLICK: Looking at Facebook, while they changed the way we interact with families and friends, again they pushed it further and built a platform for others to deploy apps which take advantage of their infrastructure and community.CLICK: Apple didn’t just completely change the way we purchase music, but they went further to provide a platform for others to create any type of app they wanted and share it easily, whether for entertainment, business or education.CLICK: And finally Google who changed the way we search for information. But like the others they went further and built a platform to do many interesting useful things such as aggregating data in Google maps and making it re-usable by others, creating cloud based applications like Google docs to make collaboration easier and less expensive.
• #7: And the Web scales… The continued expansion and innovation of the web, including cloud computing technologies, allows us to dynamically increase and decrease capacity. We can now have infrastructures and platforms that allow us to reach broad, geographically diverse communities and at the same time scope our services down to meet the very specific and unique needs of each individual user. We can be hyper-global and hyper-local at the same time. CLICKThat is ultimately what we mean when we talk about “Webscale”
• #8: Several years ago, a common term that consultants used when giving advice to international organizations was “Think global, act local.”The reason that they said that, was that there was no way, at the time, to “act globally.” We may have wanted to, but there wasn’t a mechanism to make that happen. Over the past few years, that has changed pretty dramatically. What has happened—especially in the information, media and communications environments--is that the world now scales. We can think about how to effectively communicate, share and make friends on a local, global, regional and very personal level. We see the possibility for what it means to act both locally and globally.We can think of global examples; eBay, buying and sharing information across the globe. We can think about regional things: regional groups on Facebook, buying clubs, traffic apps.We can think about how the Web allows us to do things very locally and even personally. The real opportunity we havetoday is that we can move within all those levels simultaneously which provides some really interesting opportunities for libraries.
• #9: But what are these opportunities?In a recent survey, and at an in-person meetings in 2011, OCLC Global Council representatives discussed the biggest challenges and opportunities facing the library community. There were not a lot of surprises in the challenges and opportunities identified; what was interesting was how universal the issues were across region and library type. The economy is obviously impacting all in various ways.Libraries are looking at how to better manage and provide access to increasing volumes of electronic licensed materials AND unique digital content while at the same time responding to the demand for resources to be “delivered electronically”.Responding to the changes in education and the advances in technology present both a challenge and an opportunity for collaboration and new service development.Libraries are all facing the increasing pressure to prove the library’s relevance and promote its value.Throughout the discussions, collaboration was a common theme.Library leaders highlighted a number of opportunities for members of the library community to form strategic partnerships within their institutions, with other libraries and with other types of organizations, both public and private.
• #10: And libraries have pioneered collaborating and networking. They have developed robust frameworks for resource sharing, cooperative cataloging, leveraged publisher and aggregator platforms to deliver electronic collections, and created vibrant consortia and groups to share services across regions and countries.Libraries are critical contributors to the information landscape, and yet, libraries are still optimized to provide the services at the level of the institution or the communities they serve—the university, college, city, township, school or company. Libraries are naturally “Institution scale” But as the library leaders we interviewed and surveyed for this report shared with us, increasing competition for resources and attention across institutions and communities is driving changes in the ways libraries work and collaborate. Many libraries are investing in programs, technologies and partnerships that can raise the visibility of and access to their resources. And libraries are recognizing the potential benefits of meeting the needs of their local communities by leveraging the power of the Web to operate at Webscale.
• #11: But, what does operating at Webscale look like in the context of the library community?By working together to operate at Webscale, libraries can collectively experience the benefits exhibited by other successful Webscale providers, like Amazon, Facebook, eBay, etc.Webscale creates a concentration of library resources whose benefits can be broadly shared.Libraries can better deliver and demonstrate their combined relevance in an increasingly complex information environment, both globally (at the scale of the Web), and locally in serving the specific needs of their local institution.Operating at Webscale creates the visibility, efficiencies and impact that cannot be achieved by an single organization alone.
• #12: First, in terms of WebscaleDiscovery and Delivery we can talk about Increased visibility of library collections and libraries as a community,made possible by massively aggregated library data, presented at the “point of need” both in the library and on the Web. Aggregation of library materials of diverse library collections gives the scholar, student and information seeker better access to the most relevant materials.Second, Webscale enables a better representation of libraries’ collective collections. Through the aggregation of data, libraries can more effectively work together regionally or globally to advance shared collection management. Cooperative management of shared print/digital archives increases space, reduces inventory and decreases associated management costs. Third, discovery and delivery at Webscale allows libraries to combine their influence on the Web. As libraries and library users operate and share at Webscale, the create “gravitational pull” for their combined presence and the demand for library services grows. That greater demand delivers greater value to publishers, authors, educators, Web service providers and others information community participants. Greater value drives greater influence, allowing libraries to forge new partnerships and to improve the economics of existing relationships.
• #13: WebscaleLibrary management provides operational advantages to libraries as they increasingly work together as a community to manage “back office” functionality. The first way that libraries benefit from managing the library at Webscale is the ability to share cost. Shared infrastructure cost can be spread, and scaled, across multiple users. Capital expenditures on local hardware, software and other peripheral services can be reduced or eliminated. Implementation of applications and upgrades and the integration across services is significantly simplified. Services can be brought to libraries and geographies that could not otherwise afford them.At Webscale, libraries can also evolve, simplify and streamline workflows. For example, automated resource sharing practices based on global knowledge of shelf status and electronic rights will lower costs and improve response times. Libraries will also benefit from the flexibility of staffing across workflows and between institutions.Finally, Webscale library management allows for the creation of system-wide efficiencies: Hardware and software can be managed collectively for all participating libraries. System-wide infrastructure requirements, such as performance reliability, security, privacy and redundancy can be more efficiently managed in one shared system than in hundreds or thousands of local systems.
• #14: The information environment is evolving so rapidly that it is almost impossible for any single organization to keep up with the changing needs of users, the advances in technology and the expanding array of topics and formats that library collections are expected to provide.Libraries are a source of significant creativity, resourcefulness and innovation. However, many are expending duplicate effort to solve the same problems or to take advantage of similar opportunities.The real key to delivering the benefits of Webscale are the ability for libraries to increasingly share data: and as they share, link, connect more and different types of data, new technologies make it possible to mine that data quickly and efficiently to provide easy and flexible access to the kind of shared intelligence and analytics that has traditionally been too costly or too difficult to obtain (think about the value of the Amazon recommender services built on the shared data of purchasers)And secondly, the ability for libraries to benefit from access to the shared infrastructures cloud computing technologies provides to build and connect platforms for shared innovation to enable library staff, their users and other service providers to use that data to build and share apps that deliver new value to the community as a whole.
• #15: No single organization can deliver “Webscale” alone. And the same is true for libraries. The future depends on wide-scale collaboration among libraries and the organizations that they work with. We can already see many examples of libraries working together to envision new services that leverage the power of the Web. Nonprofit organizations and cross-organizational initiatives such as HathiTrust, DuraSpace, JSTOR, Europeana and the emerging efforts of the Digital Public Library of America, to name just a few. (ADDITIONAL DETAILS ON PAGE 25 OF REPORT)This brings me to OCLC’s vision and strategy for the next 3-5 years as a participant in this rich and evolving ecosystem. What is the role that the OCLC cooperative can play in helping libraries operate at Webscale?
• #16: How has OCLC been involved in the process of moving libraries to Webscale?In 2000, OCLC published a Strategy document, that talked about the goal OCLC had to “Weave the web into libraries and weave libraries into the Web.”2005: OCLC used the combined influence of its member libraries to build a partnership with Google (among other search engines) to make sure libraries’ collections held in WorldCat were made visible on the open Web.2006: the next step was taken to create a “hub” to enable people to get access to library services and collections—WorldCat.org2007: Because the Web scales, OCLC launched a service based on WorldCat that could give libraries both a global view and a local, view of their collection—WorldCat LocalAnd between 2009 and now (with launch in 2011) We’ve been working with libraries to build services to help libraries manage additional back-office functionality at –Webscale– our Webscale Management Services built on a cloud-computing global infrastructure, offer new approaches to cooperative library management across a range of tasks, including acquisitions, circulation, patron administration and license management.
• #17: In December of 2011, OCLC announced the next step in its efforts to help libraries operate and innovate at Webscale. OCLC WorldShareOCLC WorldShare represents the cloud-based, shared infrastructure that OCLC libraries to share, collect and manage their resources more effectively.The WorldShare Platform supports OCLC-developed and community-built applications and Web services, leveraging the aggregated data in WorldCat alongside valuable repositories managed by the library and information community. Data, tools and services to create and share apps will leverage the collective innovation of the community to create new services and value around the assets of libraries. OCLC’s Webscale Management Services have now become OCLC WorldShare Management Services. They were the first OCLC solutions developed using this shared infrastructure. Over time, new and existing OCLC services—including resource sharing, consortial borrowing and metadata management—will be delivered through the WorldShare Platform.
• #19: One key and very important piece of the OCLC WorldShare solution is its platform that supports OCLC-developed and community-built applications and Web services, leveraging the aggregated data in WorldCat alongside valuable repositories managed by the library and information community. Data, tools and services to create and share apps will leverage the collective innovation of the community to create new services and value around the assets of libraries.The OCLC WorldShare Platform is the technical infrastructure that will support OCLC applications, Web services and data moving forward. The platform is built on a shared cloud-computing infrastructure and leverages the aggregated data in WorldCat.The WorldShare platform provides a flexible and broadly accessible environment that will support applications built by the library community, partners and by OCLC. This framework can support the creation of Webscale services for other organizations, library developers, researchers and partners. Applications can then be easily configured and shared by libraries in order to deliver new functionality and value to their users.WorldShare is not a totally open source library management solution but could be qualified as a hybrid solution as many APIs are being made available to the library community to improve the platform and not just rely on OCLC to do so. We take the responsibility to develop and improve WorldShare but we know we need help to do it faster and more thoroughly than we could on our own.But what is a platform. CLICK
• #20: Guru regarding cloud computing intitiatives.Read: A platform [is]…an extremely valuable and powerful ecosystem that quickly and easily scales, morphs, and incorporates new features, users, customers, vendors, and partners. The most vibrant platforms embrace third-party collaboration…to foster symbiotic and mutually-beneficial relationships
• #21: This repeats a bit what I said earlier but the two bullets here are key (quickly read them).This is what makes WorldShare look and behave almost like an open source library solution but “responsively managed, sustained and developed” by OCLC.
• #22: Concretely, this could look like this.Documentation is provided. It does not need to be written and developed by all like with an open source solution.
• #23: Or like this when we talk about an application gallery one can view and choose from.The OCLC WorldShare App Gallery allows nonprogrammers to test and install applications by clicking through the steps in the same, central WorldShare interface. In this way, though the creation of applications requires programming expertise, their use does not. Like Apple’s App Store, developers create applications which are submitted for quality testing, and certified apps become visible for installation.Applications in the App Gallery can be developed and tested freely… but installation into production requires an activation keys.
• #24: And most importantly, this is a place to facilitate collaboration.
• #25: What’s ahead? Well over the next few years, as I said earlier, we will be moving more and more OCLC services onto the WorldShare Platform.WorldCat Resource Sharing will be the next OCLC service to move over, and it will be renamed WorldShare Interlibrary Loan. Beta testing of the new service has begun. Libraries will have at least one year to move from the current FirstSearch interface for resource sharing to the WorldShare Interlibrary Loan service.  OCLC’s next generation of cataloging and metadata management tools will begin rolling out on the WorldShare Platform this fall and will continue to expand for the next few years. OCLC will provide information about the new services in the coming months. The current rollout of the WorldShare platform does not involve changes to current cataloging subscriptions. Any changes that might occur as Cataloging moves to WorldShare will be communicated comprehensively and well in advance.
• #26: OCLC will continue to works with libraries, regional and national library groups and content aggregators to represent the collective collection and services offered by libraries, with data about growing digital and electronic collections (licensed materials, special collections, open access materials), institutional data (vendor records and library information) and workflow data (acquisitions and circulation data, and resolver, knowledge base, search and interlibrary loan transactions).OCLC will continue to explore new technologies, new partnerships and new approaches to data quality management, enhancing libraries’ ability to dynamically scale up to provide access to a full range of global library resources, or scale down to focus on the unique resources needed by an individual scholar or student.OCLC is working to develop more and better analytics to help inform decisions that individual institutions and groups make about collection management, resource sharing and service development. OCLC will seek new and expanded partnerships with a broad range of organizations that make library collections more accessible on the Web, increasing the combined impact and influence of libraries worldwide.
• #27: So summarizing OCLC’s strategy for partnering with libraries:It is about participating in the community of the Web with:CLICK: WorldCat being the shared data about the world’s libraries, connecting library data to other information providers on the open web, ensuring information seekers can find and get the materials and services available in the world’s libraries.CLICK: And now the cooperative taking it to the next level with OCLC WorldShare. WorldShare is the shared infrastructure—that will allow libraries to create, collect, manage and share their resources in new and more efficient ways at Webscale.
• #28: You can find more information at these URL and I will give you the time to write some of them or you can email me or Lucia for getting these.But, let me conclude my part with a short video that illustrates what WorldShare is all about.
• #30: So this means with WorldShare Management Services all your library needs is a Web browser and your staff can log into a single interface to manage all of you collection management needs. Because the WorldShare Management Service applications are built on the WorldShare Platform it will allow your library, other libraries and other system suppliers to add new apps into this same interface without needing any intervention from OCLC staff. It also opens the data in the platform for re-use outside WorldShare Management Services to extend you reach and allow you to do different things.
• #31: http://www5.oclc.org/WCL/brantford/index.html – WCL (Mozilla)Keyword: global economiesdrop-down arrow where to searchShow other options (eg. Chat, refine search )AvailabilityFilter full-text and click “View now”Cite, share optionsAdvanced search- add/remove databasesBack to slidesDemo WMSWorldShare:  https://ocwms.worldcat.org/wms   Name and Password:  admin  secret1- module options2- circulation – (assist patrons, manage patrons/items)3- acquisition- (search item, manage vendor, invoices, etc.)4- license management (manage licenses)5- metadataBack to slides
• #32: Note the easy Google type search box. Library can embed this anywhere. Note A-Z list, searching by formats (article, ebooks, etc) and the ability to go straight to Advanced Searching
• #33: Search on global economies with my results. Note it brought results from ALL formats (see facets and the fact that ALL FORMATS is checked off) including 11 databases that my library put for default searching. Note ability to Chat with a Librarian. Note: Real-time availability from the Brief Record!! Note: levels of relevancy but it brings MY RESULTS first.
• #34: Item availability from Brief Record.
• #35: Note: I clicked on View Now (link resolver built in) from the Brief Record. Also note ability to save that item or several or all the items to lists
• #36: I can cite and share among other things. I can place a hold and even the ability to preview this item with Google. Note I can even relaunch a search and limit to full text
• #37: Click on Advanced Search and note the multitude of options of centrally indexed databases.
• #38: Patron can check out his/her account including Checkouts (ability to renew), Holds and Charges
• #39: Web based. Quick access to all the modules. Note bottom right I am working in the main branch. I can click on that and change branches
• #40: Describe features to the left
• #41: Scan barcode or if patron lost it I can search via Name, etc
• #42: Scanned barcode. I see acct overview. I have the ability to enter item barcodes. Note on right upper part I have 3 options 1) Stay in Checkout which is my current screen 2) Click on Profile to edit contact info 3) Account in order to pay fines or place holds etc..
• #43: Checking out books. Can modify “Set Due Before Date”
• #44: If barcode is unassigned I have the ability to create a temporary item in order to allow the item to circulate.
• #46: Checking in. Note Backdate checkin
• #47: Discover Items. I see who it’s loaned out to. I can place a hold
• #48: Clicked on Statistics on the right hand side
• #49: Pull list
• #50: Acquisitions – note features on left. Discover Items searches WC. Discover eResources searches the WC KB
• #51: Acquisitions – Manage Vendors. Pulled up Ebsco. I click on My Library Partner and my library is now using this Vendor as well
• #52: Acquisitions – Manage Vendors. Pulled up Ebsco. Globe means shared by all. House means private.
• #54: Title Search for Dummies. Unclicked My Library Holdings in order to search ALL of WC.
• #55: Moused over the 3rd title and information indicates there are no copies ordered or selected which means no redoubling of efforts. I can go ahead and add to order.
• #56: Clicked on Add to Order and the message appears that an electronic order might also exist in the WC KB. I will go ahead and click on the electronic version link . above. Note how we are in DISCOVER ITEMS still!!
• #57: Note that we are now in DISCOVER ERESOURCES
• #58: Placing order. Note you can apply a ready made template. Order type is subscription. Can add it to existing orders or create a NEW ORDER
• #59: Creating New Order. Note drop down for vendors.
• #60: Note Order is successfully created
• #61: Completing the Order
• #63: Eresources. Manage Licenses and Vendors AND eResources. This means it’s an ERM including Link resolution and a License Manager
• #64: Create your new license or browse exisitng licenses
• #66: Note I can see all the titles included in my Ebsco license. I can do a collection lookup and add more titles. Once added all titles on the right are governed by this license. Any mistakes can be REMOVED. Note you can also view the license history.
• #67: Note terms of use already in existence. Spares me from having to look up this term in a the actual pdf license.
• #68: Can add more license terms. Also below are comments and documents.
• #69: Can also manage templates.
• #70: Can Manage eResources. I have clicked on Settings.
• #71: I have clicked on library Holdings where I can upload or download my KB and set holdings.
• #72: I clicked on Create New Collection (vendor gave you a special unique collection and it doesn’t exist as a standard collection in our KB and templates so you need to create it from scratch)
• #73: Manage Vendors – same as in the Acquisitions workflow
• #74: In this final clip David Jones of Jacksonville University talks about the real financial savings his library will experience by moving to WorldShare Management Services.All of these videos cal be viewed in full on OCLC’s YouTube video channel.
• #76: What does this mean for Libraries?OCLC recently just published a discussion document under the name“Libraries at Webscale” . (DOWNLOADABLE FROM THE MEMBERSHIP REPORTS SECTION OF THE OCLC WEBSITE)In gathering the information for the report, OCLC staff conducted interviews with a number of leaders in the library community also spoke to or reviewed the work of a number of experts in the technology and information environment. We asked these “trend watchers” about what might it mean to be able to scale library services both up and down; to scale-up to larger regional and even global levels… and to scale-down, to address the needs of very specific communities and individual users.OPTIONAL: Recommend reading and understanding the essays from the book if you are going to reference the essays. Note: The essays can also been dowloaded individual as single sheet “front and back” to be used at meetings for discussion.There are a total of ten essays, but I will highlight a couple that are important:Kevin Kelly tells us that opportunities in this scalable world include having a “universal library;” access to all information to everyone. He doesn’t give a timeline, but it’s now possible. He talks also about the fact that it’s no longer interesting to manage copies or own copies of things. Thomas Friedman, the author of “The world is flat” tells us that everybody will have access to technology. We might want to add that this is in part thanks to libraries, since we’ll continue to have economic challenges. But the one thing he says will really make a difference is innovation through education.One of the essays in the report is written by one of OCLC’s Board of Trustees, Jim Neal. Jim speaks about how the time is right for libraries to come together to actively build the “collective collection.” He says, though, that we are really going to have to think differently if we’re going to be successful. We have to move from what he calls a “kumbaya” type of cooperation, to radical collaboration. He believes it’s time to stop talking about these opportunities, and really make it happen.I encourage you to read the entire document… all the essays are very interesting… and each is only about 2-pages long. You can download a PDF at www.oclc.org/reports.What did we find while researching this report?