october 15, 2010 services: building the future€¦ · · 2018-05-04bibliographic d search for...

OCLC Web-scale Management OCLC Web-scale Management OCLC Web-scale Management Services: Building the futureOCLC Web-scale Management Services: Building the future

October 15, 2010

Matt GoldnerProduct & Technology Advocate

What are OCLC WebWhat are OCLC Web--scale scale Management Services and why Management Services and why

should I care?should I care?should I care?should I care?

What are OCLC Web-scale Management Services?What are OCLC Web-scale Management Services?

A cloud computing solution to streamline routine A cloud computing solution to streamline routine back office library servicesback office library services——acquisitions, license acquisitions, license management and circulationmanagement and circulation——delivered via a Web delivered via a Web management and circulationmanagement and circulation——delivered via a Web delivered via a Web browser using shared data and servicesbrowser using shared data and services

Why should I care?Why should I care?

OCLC Web-scale Management:

• Supports the entire collection management life cycle for today’s library through integration with other OCLC serviceslibrary through integration with other OCLC services

• Increases efficiency allowing staff to focus on collection building for your community and other high priority projects

• Revolutionizes library collaboration

• Provides easier and better end-user discovery and delivery

Why are Web-scale Management Services needed?Why are Web-scale Management Services needed?Services needed?Services needed?

• Libraries are doing more than ever

• Systems have become complex to maintain

• Systems are difficult to integrate and often black boxes

• Workflows have become convoluted

• Libraries end up focusing on technology and workarounds

• Member libraries need to be freed to focus on innovation

AgendaAgenda

• What is cloud computing and how can it help libraries?

What does Web scale Management • What does Web-scale Management change for my library?

• Why is Web-scale Management Why is Web scale Management truly a next-generation choice for management services?

• How is Web-scale Management being built by the cooperative community?community?

What is cloud computing What is cloud computing What is cloud computing and how can it help libraries?

What is cloud computing and how can it help libraries?and how can it help libraries?and how can it help libraries?

Changing demandChanging demand

Changing collectionsChanging collections

What if…What if…

ILS A i i i

LibraryOPAC

ILS

SelfS i

AcquisitionsA to ZList

ERM

Print

CirculationService

UsersPrint

VendorsCataloging Resolver

Meta-search

CatalogingUtility

National/GlobalS t

ConsortialSystem

ElectronicVendor

InstitutionalRepository

search

y System y

What ifWhat ifWhat if…What if…

Library

DataUsers Suppliers

Partners

Cloud computing makes this possibleCloud computing makes this possible

Web-based applications with shared data and services.

Infrastructure Platform Applications Services

MG

KPM

Cloud computing makes this possibleCloud computing makes this possibleCloud computing makes this possibleCloud computing makes this possible

Infrastructure Platform Applications Services

Required OCLC Cloud Infrastructure Web-scale Management Services for libraries

Cloud computing makes this possibleCloud computing makes this possibleCloud computing makes this possibleCloud computing makes this possible

“ manage information not servers” “… manage information not servers” Michael Dula, Director of Digital InitiativesPepperdine University LibrariesPepperdine University Libraries(Pilot Library and Early Adopter)

Further benefit of cloud solution:Reduced time and costs on technologyFurther benefit of cloud solution:Reduced time and costs on technologyReduced time and costs on technologyReduced time and costs on technology

Before cloud computing

70% 30%Before cloud computing…

70% 30%INFRASTRUCTURE INITIATIVE

Amazon com: http://www slideshare net/goodfriday/amazon-web-services-building-a-webscale-computing-architectureAmazon.com: http://www.slideshare.net/goodfriday/amazon-web-services-building-a-webscale-computing-architecture

Further benefit of cloud solution:Reduced time and costs on technologyFurther benefit of cloud solution:Reduced time and costs on technologyReduced time and costs on technologyReduced time and costs on technology

After cloud computing

30% 70%After cloud computing…

30% 70%INFRASTRUCTURE INITIATIVE

Amazon com: http://www slideshare net/goodfriday/amazon-web-services-building-a-webscale-computing-architectureAmazon.com: http://www.slideshare.net/goodfriday/amazon-web-services-building-a-webscale-computing-architecture

The cloud provides scalabilityThe cloud provides scalability

The Web is all about scale, finding ways to attract the most users for centralized resources, spreading those costs over larger and larger audiences as the technology gets more and more capable.

— Chris Anderson, Editor-in-Chief, WIRED and author of The Long Tail

Wh t dWh t dWhat doesWhat doesWebWeb--scale Management scale Management ggchange for my library?change for my library?

Web-scale Management componentsWeb-scale Management components

Identification & SelectionDeaccession &

PreservationLibrary

CooperativeIntelligence Unified Acquisitions &

License ManagementWorkflow

AcquisitionCirculation & Access

Engine

Data

Access, Circulation &

Users SuppliersWorldCat

Accession & Description

Circulation, & Delivery

Discovery PartnersWorldCat Local Cataloging

p

Typical firm order workflowTypical firm order workflow

Search OPAC to see if library ownssee if library owns

item to be purchased

Yes

o

Don’t purchase

N

PurchaseSearch Cataloging Utility for MARC

d

Create order from bibliographic

d

Search for Bibliographic

drecord

ord

foun

d

recordrecord

Rec

o

Download to Local System

Login into Acquisitions System system

Ordering with Web-scale Management ServicesOrdering with Web-scale Management Services

Login into Acquisitions

system

Create order from bibliographic

record

Search for Bibliographic

recordsystem recordrecord

DemonstrationDemonstration

Web-scale Management improves workflowsWeb-scale Management improves workflows

Identification & SelectionDeaccession &

PreservationLibrary

CooperativeIntelligence Unified Acquisitions &

License Management

AcquisitionCirculation & Access

Data

Access, Circulation &

Users SuppliersWorldCat

Accession & Description

Circulation, & Delivery

Discovery PartnersWorldCat Local Cataloging

p

Web-scale Management improvement:Identification and selectionWeb-scale Management improvement:Identification and selectionIdentification and selectionIdentification and selection

Heart of the system – 200M Records

• Member library records (75%)

• National library records (17%)

• Library of Congress records (6%)

• Vendor supplied records (2%)

• Data feeds from publishers for WorldCat and

Unified Acquisitions &

the WorldCat knowledge base (will become key part)

WorldCat

qLicense Management Simplifies identification and selection

Web-scale Management improvement:Unified Acquisitions & License ManagementWeb-scale Management improvement:Unified Acquisitions & License ManagementWorldCat

Unified Acquisitions &

Unified Acquisitions & License ManagementUnified Acquisitions & License Management

Unified Acquisitions &License Management Acquisitions for today’s collections

• Physical and electronic in same system

Suppliers • Built-in negotiation and evaluation

• Integrated license management

Cataloging

• Rights and resolution services

• Shared vendor data

• Cooperative collection building

Makes process more efficient –Makes process more efficient –saving time and expense

SuppliersWeb-scale Management improvement:Simplify collection descriptionWeb-scale Management improvement:Simplify collection description

C l i

Simplify collection descriptionSimplify collection description

Shared tools for data creation and Cataloging

enrichment• Insert metadata management into the

Borrowed from Ted Fons, Director of WorldCat Global Metadata Network

library supply chain

• Automated workflows for physical materials

A d kfl f l i • Automated workflows for electronic materials

• Automated loading of records from digital Automated loading of records from digital repositories

Simplify description and accession of S pl y desc pt o a d access o o materials

UsersWeb-scale Management improvement:Single discovery and deliveryWeb-scale Management improvement:Single discovery and deliverySingle discovery and deliverySingle discovery and delivery

Discovery as users expect it WorldCat LocalDiscovery as users expect it

• Single search of all library collections –physical electronic and digitalphysical, electronic and digital

• Smart delivery resolver for best access

• Workflow tools that aid users in organizing • Workflow tools that aid users in organizing and re-using information

• Integration with search engines and Integration with search engines and widgets to weave library into the Web

Increases usage of library materialsIncreases usage of library materials

C ti

Web-scale Management improvement:Opening circulationWeb-scale Management improvement:Opening circulation Cooperative

Intelligence

Ci l i

Opening circulationOpening circulation

CirculationCirculation for 21st century

• Intuitive staff interface that simplifies Users

proutine tasks

• No hardware or software to manage locally

WorldCat Local• Foundation for building on cooperative

collection development to lead to simplified ll ti h icollection sharing

Enables all forms of resource sharing b k i l i kto become network circulation tasks

Web-scale Management improvement:Cooperative intelligenceWeb-scale Management improvement:Cooperative intelligenceCooperative intelligenceCooperative intelligence

Making your data work harder

• Cooperative collection development

CooperativeIntelligence

p p

• Better recommender services

• Cooperative storage and preservation

Circulation

Cooperative storage and preservation

• Usage statistics and cost per use

• Collection profile sharing

Users

• Collection profile sharing

Allows for better decision making

W ldC t L l

Web-scale Management improvement:Workflow engineWeb-scale Management improvement:Workflow engineWorkflow engineWorkflow engine

Flexible workflowsFlexible workflows

• Defined processes using abstractions in the librarian’s domain (Subscriptions orders etc )librarian s domain (Subscriptions, orders, etc.)

• No hard-coded knowledge of the process definitions or controllers

WCooperativeIntelligence

• Institutions customize their processes or define new processes

Intelligence

Circulation

LibraryUnLiWorkflow

Simplify integration of current and future services Workflow

DataUsers Su

EngineEngine

Why is WebWhy is Web--scale Management scale Management yy ggtrulytruly a nexta next--generation choice generation choice

for management services?for management services?for management services?for management services?

Web-scale Management is more thanready made servicesWeb-scale Management is more thanready made servicesready-made servicesready-made services

“Any next-generation solution must enable levels of access for local development and participation unparalleled in the history of library automation.”history of library automation.

— Andrew Pace, Executive Director, OCLC Networked Library Services

Web-scale Management Services offer:

• A platform on which to build your library’s future

• A platform that enables innovationA platform that enables innovation

Core architecture is critical for successCore architecture is critical for success

CLOSEDCLOSED OPENOPENvsvsCLOSEDCLOSED OPENOPENvs.vs.

How the platform worksHow the platform works

Your application here

Example: Putting a Bestseller Widgetinto AcquisitionsExample: Putting a Bestseller Widgetinto Acquisitionsinto Acquisitionsinto Acquisitions

Installing the Bestseller Widget from the Application GalleryInstalling the Bestseller Widget from the Application GalleryApplication GalleryApplication Gallery

Example: Putting a Bestseller Widgetinto AcquisitionsExample: Putting a Bestseller Widgetinto Acquisitionsinto Acquisitionsinto Acquisitions

Example: Working with external services: The Amazon Budget WidgetExample: Working with external services: The Amazon Budget WidgetThe Amazon Budget WidgetThe Amazon Budget Widget

Price:Price: $8.86$8.86Price: $8.86


Current Budget: 4 573 21 Remaining Budget: 4 348 43Current Budget: 4,573.21 Remaining Budget: 4,348.43



“The application platform will allow us to develop power tools that could really, really streamline operations for staff.”


streamline operations for staff.

Kyle Banerjee, Digital Services Program ManagerOrbis Cascade Alliance (pilot participant)

How is the cooperative How is the cooperative ppcommunity bringing Webcommunity bringing Web--scale scale M g t i t i t ?M g t i t i t ?Management into existence?Management into existence?

Created with member guidanceCreated with member guidance

Web-scale Management Services Library Advisory CouncilStrategic direction reality checks and moral support

Helene Blowers Digital Strategy Director,

Strategic direction, reality checks and moral support

Sarah McHughStatewide Projects Librarian Montana State

Andrew PaceOCLC, ex officio

Digital Strategy Director, Columbus Metropolitan Library

John HelmerExecutive Director,

Librarian, Montana State Library

Mary PiorunAssociate Director,,

Orbis Cascade Alliance

Jan Ison

University of Mass. Medical Center Library

Tim RogersExecutive Director,

Executive Director, Lincoln Trail Libraries System

David Lankes

Executive Director, NCLIVE

John TeskeyDi t f Lib i

Associate Professor,Syracuse University

Director of Libraries, University of New Brunswick

Tested by pilot librariesTested by pilot libraries

Orbis Cascade Alliance

• Linfield College

• Washington State University• Washington State University

Pepperdine University Libraries **

Idaho Commission for LibrariesIdaho Commission for Libraries

• Boundary County District Library **

• Payette Public Library **Payette Public Library

• Cooperative Information Network (CIN)

CPC (Craven, Pamlico, Carteret) Regional Libraries (NC) **

** Libraries preparing to go live

Early adopters: Starting the user communityEarly adopters: Starting the user community

• Simpson University

St Thomas University Law Library• St. Thomas University Law Library

• Samuel Roberts Nobel Foundation

• University of Tennessee at Chattanooga

• Vanguard University

OCLC Web-scale as a “revolutionary approach”OCLC Web-scale as a “revolutionary approach”

“...companies distinguish themselves through defining different f t f th i lib futures for their library customers.”

— Marshall BreedingSCELC ColloquiumSCELC Colloquium11 May 2010

Top reasons that OCLC Web-scale Management Services define a different futureTop reasons that OCLC Web-scale Management Services define a different futureServices define a different futureServices define a different future

• Concentration of sharable data

• Built by the community: WorldCat, holdings, vendors, etc.• Added for the community: knowledge base, evaluative content, etc.

I ti d bli t h l• Innovative and enabling technology

• At best, other services are “hosted” in the cloud• System is Service Oriented Architecture (SOA) by design• Provides a Platform on which to build extended services• Built on a workflow engine

• Global collaborative communityy

• OCLC is uniquely positioned to add the OCLC network to the data, services, and infrastructure that is being offered

• Allows cooperative intelligence among librariesp g g• Allows cooperative workflows between libraries

Now to roll upNow to roll upour sleeves andour sleeves and

do some thinking g

october 15, 2010 services: building the future€¦ · · 2018-05-04bibliographic d search for...

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