transforming delivery: moving towards worldshare ill · •oclc built – vdx, worldshare ill...

The world’s libraries. Connected.

Transforming Delivery:

Moving towards WorldShare

ILL

October 2012

Katie Birch

Portfolio Director

Delivery Services


OCLC’s WorldShare strategy

App Gallery

Platform

Management

Infrastructure

Data

Web Services

Library Built Partner Built OCLC Built

• Applications: Provide a single integrated

set of management services for libraries to

improve visibility and efficiency, including

services from OCLC, partners and libraries

• OCLC built – VDX, WorldShare ILL

• Partner built – Clio, ILLiad, Relais

• Library built – Minitex, SUNY IDS project

• Web services: Make library data available

to libraries and partners to build and share

new services and applications, creating

new value for libraries and their users

• Data: Expand the range and types of library

data represented and “connected” through

WorldCat data hub

• Infrastructure: Enable libraries to benefit

from the efficiencies and flexibility of cloud,

mobile and social technologies through a

single global infrastructure


WorldShare ILL design – Infrastructure layer

(Same)

Database

WCRS

WS ILL

ILLiad Clio

ISO systems e.g. VDX

Same request ID in

WCRS and WS ILL


The borrower

workflow


The lender workflow


Printing

Printing will support –

• Pull slips

• Book straps

• Shipping labels


Article Exchange

Article Exchange link in the UI

Over time Article Exchange will be embedded in to the WorldShare ILL interface


Roadmap


This fiscal year’s 3 goals

1. Parity with WorldCat Resource Sharing

2. Transforming ILL

3. Introducing platform services


Transforming ILL – OCLC’s Fulfilment roadmap

• Separate from ILL workflows

• Integrated with WorldShare Acquisitions if appropriate

Alternative workflows

• Like Direct Request but direct to provider

Fulfilment profiles

• To enable purchase via IFM in content provider web sites

Decoupling IFM from ILL


FY13 - Delivery Platform services

Legacy

web services

Policies

Directory

Article Exchange

upload

Article Exchange download

IFM web service


Rollout


1. Jefferson County Public Library

2. Washington County Cooperative Library Services

3. Delaware County Library System

4. Illinois State Library

5. Harrison College

6. Mercer University

7. Bartholomew County Public Library

8. Spalding University

Advisory Group


55 Phase 1a libraries – very small, borrowing only libraries


Phased migrations

Phase 1b

• Started September

• 30 libraries registered

• borrowing only libraries

Phase 2

• Starts 14 November

• Borrowing and lending libraries

• 250 libraries registered


Discovery timeline

Delivery timeline

2012 2013

J F M A M J J A S O N D J F M A M J J A S O N D

J F M A M J J A S O N D J F M A M J J A S O N D

Advisory Group testing

Open migration

Beta testing Two managed migration

phases

Open migration

(U.S.) User-initiated ILL migration

Migration (non U.S.) WCRS requests

end

Beta testing


Next fiscal year’s 3 goals

1. In-group functionality

2. Transforming ILL

3. Introducing platform services


Tentative VDX timeline

Late 2012 survey + analyse results

from July 2013

Prepare groundwork

From July 2014

Pilot with Region (1)

January 2015

start migration by region

End of FY16

Mid-2016

Migration complete


WorldShare ILL questions from UC


Your questions and the survey responses will be informing our roadmap plans,

BUT we are not seeking parity with VDX and will not be replicating the feature set

nor the functionality


Keep up to date

http://www.oclc.org/migrate-worldshare-ill/







Keep up to date

https://www3.oclc.org/app/listserv/ Discovery OCLC-FIRSTSEARCH-L

Delivery OCLC-SHARING-L

https://www3.oclc.org/app/listserv/


Questions

&

Discussion

transforming delivery: moving towards worldshare ill · •oclc built – vdx, worldshare ill...

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