worldcat navigator & the future of library services on the web katie birch kyle banerjee ala 11...
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WorldCat Navigator & the future of library services on the Web
WorldCat Navigator & the future of library services on the Web
Katie BirchKyle Banerjee
ALA11 July 2009
OverviewOverview
• The current state of library services, particularly resource sharing
• Introduction to WorldCat Navigator
• Results with the Orbis Cascade Alliance
• The future of networked library services
• Q&A
Where are we going?Where are we going?
The best way to predict the future is to invent it.
~ Alan KayComputer scientist, known for his early pioneering work on object-oriented programming and graphical user interface design.
YouTube - j r hartley
ChoiceChoice
“Increasingly the mass market
is turning in to a mass of
niches. That mass of niches
has always existed, but as the
cost of reaching it falls – it’s
suddenly becoming a cultural
and economic force to be
reckoned with.... many of
these kinds of products have
always been there, just not
visible or easy to find.”
- Chris Anderson, The Long Tail
Timeline…Timeline…
1980’s 1990’s 2000’s 2010’s• Stand alone
ILS• Dial-up
service• OPAC
• Web enabled OPAC
• Licensed content
• Consortia sysems
• OpenURL resolvers
• Federated search
• Electronic resource management
• Web 2.0/3.0• Cloud
computing• New
paradigm:networked library services
How resource sharing often works todayThe players:
How resource sharing often works todayThe players:
Libraries Users Partners Data
• Academic• Public• School• Single library• Library group• Consortia• State library• National
library• Corprate
library• Global
libraries
• Kids• Young
students• Students• Teachers• Researchers• Parents• Job seekers• Readers• etc., etc.
• ILS vendors• ILL vendors• Publishers• Aggregators• Search
engines• Study sites• Social sites• MashUps• Coders• Bloggers
• Catalog• Content• Local data• Holdings• Policies• Procedures• History• Managemen
t
eContent
DigitalLocal OPAC
Local Library
Group catalog
ILL searchUser
Library Group
GlobalLibraries
Link vendorsPublishersHosts
Book vendors
Search engines
Social sites
Blogs
How resource sharing often works todayThe process:
How resource sharing often works todayThe process:
How library services often work today How library services often work today
eContent
DigitalLocal OPAC
Local Library
Group catalog
ILL searchUser
Library Group
GlobalLibraries
Link vendorsPublishersHosts
Book vendors
Search engines
Social sites
Blogs
THIS IS A MESS
The result…The result…
Libraries
Users Partners
Data
How resource sharing often works todayThe goal:
How resource sharing often works todayThe goal:
What Navigator does…What Navigator does…
Discovery• Seamless search• Real-time availability• Local branding • Group relevancy results
Navigator Request Engine
• Request management based on policies
• Uses real time availability to build smart unlimited lender strings
• Single interface for consortia and ILL requests
Cooperation with ILS vendors and integration with
ILLiad
Libraries
Users Partners
Data
What Navigator does…What Navigator does…
Patron Interface 3-becomes-1
Staff Interface2-becomes-1
Circulation IntegrationThe data working harder
Libraries
Users Partners
Data
Circulation integration detailsCirculation integration details
• Place hold
• NRE Received action – Bib record & patron update
• NRE Shipped action - Check out items
• NRE Returned action - Check in items
Efficiency gains with Navigator Request EngineEfficiency gains with Navigator Request Engine
ILL s
taff
Without NRE205 seconds x
1,481 items per month
= 84.33 hours
Lib
rary
sta
ff
Without NRE105 seconds x
1,481 items per month
= 43.19 hours
With NRE170 seconds x
1,481 items per month
= 69.93 hours
With NRE55 seconds x
1,481 items per month
= 22.63 hours
20.56 hoursper month
14.4 hoursper month
Time savings
Total time savings: 420 hours per yearSource: MNLink
WorldCat Navigator Meeting at ALA Annual 2009
Orbis Cascade Alliance and WorldCat NavigatorKyle BanerjeeDigital Services Program ManagerOrbis Cascade Alliance
• Orbis Cascade Alliance• WorldCat Navigator• Timeline & process• What works, what doesn’t work
(yet)• Final thoughts
Overview
Membership, programs, & strategic agenda
Oregon & WashingtonPrivate & Public, 2-year & 4-year
Colleges, Universities, Community collegesMembers serving 600 – 42,000 students (FTE)
36 Members
7Puget Sound
5Eastern2
Cen
tral
2Southern
20W
illam
ette
Val
ley
Cas
cad
e R
ang
e
Central Oregon Comm. CollegeCentral Washington UniversityChemeketa Community CollegeClark CollegeConcordia UniversityEastern Oregon UniversityEastern Washington UniversityGeorge Fox UniversityLane Community CollegeLewis & Clark CollegeLinfield CollegeMt. Hood Community CollegeOregon State UniversityOregon Health & Science Univ.Oregon Institute of TechnologyOregon State UniversityPacific UniversityPortland Community CollegePortland State UniversityReed CollegeSaint Martin’s CollegeSeattle Pacific UniversitySeattle UniversitySouthern Oregon UniversityThe Evergreen State CollegeUniversity of OregonUniversity of PortlandUniversity of Puget SoundUniversity of WashingtonWalla Walla CollegeWarner Pacific CollegeWashington State UniversityWestern Oregon UniversityWestern Washington UniversityWhitman CollegeWillamette University
Major Programs
• Electronic Resources• 62 libraries in Oregon, Washington, Idaho, Hawaii• Databases, ejournals, ebooks, etc.
• Northwest Digital Archives• 31 libraries and archives in Oregon, Washington, Idaho,
Montana, and Alaska• EAD finding aids, union database, digital content
• Summit Resource Sharing System• 36 academic institutions in Oregon and Washington• 9.2 million unique titles, 28.7 million items• WorldCat Navigator 2009 +• INN-Reach 1993-2008• All members use III Integrated Library System
Major Programs
• Conferences & Workshops• ARL/ACRL Institute on Scholarly Communication • Code4Lib Northwest
• Cooperative Collection Development• YBP agreement• Distributed Print Repository
• Courier Service • 280 libraries served through 80 dropsites in Oregon,
Washington, & Idaho• 400,000 packages per year
• Digital Services• Digital collections, institutional repositories, etc.
Summit Fulfillments: FY03-08
What do we care about?What do we care about?
Service
Training
Satisfaction
How do we get those things?
Global
Regional
Local ILS
• Simplify, streamline, and automate repetitive tasks
• Identify common operations and redundancies
• Work at the highest appropriate level
• A resource sharing platform• Discovery experience based on WorldCat Group
catalog (a multi library version of WorldCat Local)
• Delivery based on Navigator Request Engine (NRE)
WorldCat Navigator
• Consortial borrowing support• More trust and efficiency than ILL
• Shared information: barcodes, paging slips
• Any valid patron anywhere can place unmediated requests
• Load balancing
• Requests based on real time availability
• Interfaces with existing ILS
• Local, consortial and ILL requesting through one form
• Circulation Gateway allows NRE to “talk” to your local ILS when standards based protocols are not supported
• Hosted at OCLC
What makes Navigator special?
WorldCat Local
WorldCat Group record viewWorldCat Group record view
Navigator uses a hybrid modelNavigator uses a hybrid model
Library
Library Library
LibraryLibrary
Library
Library
LibraryLibrary
Library Library
Shared Catalog Union Catalog
Navigator Request EngineNavigator Request Engine
Motivations for the migrationMotivations for the migration
A better patron experience
• More things that patrons need are not physically in the library, so improved discovery is needed
• Patron shouldn’t need to know where something is before searching for it or ordering it. A patron that needs two books should use the same mechanism to request both
• One set of credentials gets you everything
Strategic benefits
• Move towards network level services and reduction of redundant systems and workflows
• Standards based solution essential for long term viability and bringing disparate services together
• Leadership opportunity
• Partnership with OCLC
TimelineTimeline
March 2008
• Board decision to work with OCLC to develop Navigator
• Implementation Team and workgroups formed
October 15
• WorldCat Navigator delivered
November
• Work out bugs, get trainers and staff up to speed
December 1
• Showtime!
What did we spend our time doing?What did we spend our time doing?
Holdings reclamation
• WorldCat Local and Navigator depend on accurate holdings data
Configuration
• In NRE: Request managing locations, shelf and pickup locations, notices, institutional patrons, paging slips, holds, etc
• Hundreds, possibly thousands of parameters
• At local sites (varies with ILS): network connectivity, indexing, reclamation, accounts, holds, paging slips, firewall, load tables, templates
How we spent our time (continued)How we spent our time (continued)
Training/Communication
• Hundreds of staff affected
• Circ/ILL reconfiguration
• Faculty and patrons need to be informed
• Managing the jitters
Developing components
• “Resolver Resolver”
• ILL Resolver
• Batch paging slips
The “Resolver resolver”The “Resolver resolver”
Paging slipPaging slip
Navigator helps everyone play niceNavigator helps everyone play nice
Load balancing ensures all institutions benefit/contribute
• Before automated load balancing, only 11% institutions have received/shipped ratio between 0.9 and 1.1.
• Huge disparities. Worst ratio is 9:1
After using automatic load balancing for two months
• 86% of membership has shipped/received ratio between 0.9 and 1.1
• About 3/5 of libraries have ratio between 0.95 and 1.05
• Worst ratio is 1.1 (11 items received for every 10 lent)
• Expect rates to improve with time
Side effectsSide effects
Varies by institution• Consortial borrowing is down
• ILL is up, particularly for nonreturnables.
• Some institutions report increased use of electronic resources.
• Staff workload manageable at all sites
• Fulfillment rates down. Consortia wide since going live is 82%. Worst institution is 75%.
• Fulfillment times are up
• Relatively few complaints
Navigator at a glanceNavigator at a glance
Works! Needs improvement
Patron experience
• Discovery of Summit & WorldCat materials
• Integrate local, consortial, ILL borrowing
• Redirection of ILL and OpenURL requests
• Local electronic holdings• Edition selection needs to be more
intelligent
Staff experience
• Place holds• Load balancing • Paging• Autocreate temp bibs and items• Barcode tracking• Automatic check out/in• OpenURL in email alerts
• More elegant pick up anywhere and visiting patron functionality
• Renewals• Speed of some screens
Next stepsNext steps
The network ILS• Do we really need to search, download, and catalog the
same record 36 times?
• Should authority control, serials publication patterns, vendor data, etc really be that different at different institutions?
• Network circ allows easy formation of arbitrary groups
Shared catalog• Best level to deliver service may be at consortial rather than
global level
Resource sharing requires compatibility• Standardization at service and protocol level
• Must play well in mixed environments
During periods of rapid changeDuring periods of rapid change
Expect people to go through these stages1. Skepticism and unfavorable comparisons
between old ways and new
2. Finding a groove
3. Learning to leverage strengths of new systems/methods
Make it work, make it fast, make it slick (in that order)
• Don’t fixate on or sweat the small stuff• Keep your eye on the prize
Transforming ideas into realityTransforming ideas into reality
Be practical• No solution can require everyone to move at the
same time• Hard part is connecting the future to the present as
it is
Progress requires upsetting the status quo• Collaborative efforts cause discomfort and local
change• Know the difference between moving incrementally
to accommodate complexity and doing things halfway to appease those who raise concerns
• Evolutionary change need not be slow
WorldCat Navigator Meeting at ALA Midwinter 2009
Orbis Cascade Alliance and WorldCat NavigatorKyle BanerjeeDigital Services Program ManagerOrbis Cascade Alliance
Web 2.0: Data and toolsWeb 2.0: Data and tools
Without the data, the tools are useless; without the software, the data is unmanageable.
~ Tim O’Reilly on Web 2.0.
Source: Wikimedia.org
It is computer power, however, that is bringing libraries to a precedent-shattering socio-technological change... as (users) increasingly seek access to catalogs linked to electronic files of information by using personal computers in home, school and office...
The functions of librarians, as distinct from libraries, will, however, almost certainly enlarge intellectually as well as usefully.
Where we’ve been headed all alongWhere we’ve been headed all along
~ Fred Kilgour, “The Online Catalog Revolution,” 1983
OCLC’s visionOCLC’s vision
OCLC exists to create systemwide efficiencies in the management of libraries and to increase their impact in compelling user environments.
The key to each of these goals in a Web environment is scale and the delivery of the benefits of scale to as many libraries and library users as possible.
Where we’re headed…Where we’re headed…
Patron Interface 3-becomes-1
Staff Interface All request management
through ONE SINGLE UI
Circulation at the network levelThe data working even harder
Libraries
Users Partners
Data
Efficiency gains in the futureEfficiency gains in the future
User Partners
Data
L
L
L
U
WorldCat Local
Content
Resource sharing
for all formats
E-contentLicense
manager
Libraries
WorldCat.org
U
Networked library services:Why do it?Networked library services:Why do it?
• Patron satisfaction
• Library visibility on the web
• Staff workflow improvements
• Reduce total cost of ownership
• Future opportunities for cooperation and connection
Libraries
User Partners
Data
The best way to predict the future is to invent it.
Questions?Questions?
??