Web-scale
Management Services:
EVERY
CONNECTION
Library systems for the 21st
century
has a
starting point.
Matt Goldner
Product & Technology Advocate
The world before Web Scale:
Finding that “special something…”
A diagram might look like…
Yellow
Pages
Self
Service
Garage
Sale
Infomercial
Want
Ads
Sellers
Flea
Market
Phone
Sales
Catalog
Buyers
Advertisers
Circular
Retail
Stores
Wholesaler
Retailer
Reseller
With Web Scale:
Matches sellers, items and buyers
Changing demand
Changing collections
Questions to ask ourselves
Have the systems we use to deliver services kept
pace with the changing nature of our users and our
collections?
OR
Are libraries being held back by:
• Many systems to support
• Large investment in maintenance
• A fragmented Web presence
Today’s agenda
• Libraries are doing more than ever
• Silos, costs, time requirements, inefficiency are hindering
libraries
• Cloud computing has helped other industries
• OCLC members have been building “cloud” services 40
years
• OCLC Web-scale Management brings the power of the
cooperative to core services
• Member libraries will be freed to focus on innovation
How doing more created the current
library technology infrastructure
In the 1970s…
ILS
OPAC
Library
Circulation
Users
Cataloging
Print
Vendors
In the 1980s…
ILS
OPAC
Self
Service
Acquisitions
Library
Circulation
Print
Vendors
Cataloging
Users
Cataloging
Utility
National/
Global
System
Consortial
System
In the 1990s…
ILS
OPAC
Acquisitions
A to Z
List
Library
ERM
Self
Service
Circulation
Print
Vendors
Cataloging
Users
Cataloging
Utility
National/
Global
System
Electronic
Vendor
Consortial
System
Resolver
In the 2000s…
ILS
Acquisitions
OPAC
A to Z
List
Library
ERM
Self
Service
Circulation
Print
Vendors
Cataloging
Users
Metasearch
Electronic
Vendor
Institutional
Repository
Cataloging
Utility
National/
Global
System
Consortial
System
Resolver
Web scale value proposition
%
70
%
30
INFRASTRUCTURE
INITIATIVE
Amazon.com: http://www.slideshare.net/goodfriday/amazon-web-services-building-a-webscale-computing-architecture
Cloud Computing
A style of computing in which
scalable and elastic IT-enabled
capabilities are delivered as a
service to external customers
using Internet technologies.
-Gartner Group
Simple: Web-based applications with shared data and services.
Web scale value proposition
Before
After cloud computing…
%
70
%
30
INFRASTRUCTURE
INITIATIVE
Amazon.com: http://www.slideshare.net/goodfriday/amazon-web-services-building-a-webscale-computing-architecture
What if…
ILS
Acquisitions
OPAC
Self
Service
A to Z
List
Library
Library
ERM
Circulation
Cataloging
Users
Users
Data
Metasearch
Institutional
Repository
Cataloging
Utility
National/
Consortial
Partners
Global
System
System
Print
Suppliers
Vendors
Electronic
Vendor
Resolver
Efficient storage of data in the cloud:
Common use data
Bib
Holdings
Library
User
Contributed
Common Use Data
Users
Suppliers
Partners
Efficient storage of data in the cloud:
Data by agreement
Patron
Auth
Library
Library
Ordering
Common Use Data
Users
Data by Agreement
Partners
Partners
Circ
Counts
Licenses
Suppliers
Efficient storage of data in the cloud:
Private data
Library
Library
Common Use Data
Users
Data by Agreement
Suppliers
Private Data
Order
Details
Patron
Partners
Partners
Licensing
C’Out
Improved interaction
Library
Local
Users
Aggregators
Local
Visitors
Users
Suppliers
Data
Worldwide
Users
Jobbers
Book
Sellers
Search
Engines
Consortia
Partners
Partners
Libraries
Social
Sites
Utilities
More efficient and flexible workflows
Deaccession &
Preservation
Library
Identification
& Selection
Acquisition
Users
Data
Suppliers
Access,
Circulation, &
Delivery
Discovery
Partners
Accession &
Description
OCLC Members:
Building Web Scale for 40 Years
2000’s:
1970’s:
Cataloging
Library
Virtual Reference
Collection Analysis
NextGen Discovery
1980’s:
Resource
Sharing
Users
Data
Suppliers
1990’s:
Online
Databases
Partners
2010’s:
Web-scale
Management
Summary of Web Scale benefits
1. Leverages shared data
2. Improves interoperability
3. Releases staff to create and
implement strategic initiatives
Web-scale Management Components
Cooperative
Intelligence
Deaccession &
Preservation
Circulation &
Access
Users
Access,
Circulation, &
Delivery
WorldCat Local
Discovery
Library
Workflow
Engine
Identification
Acquisitions &
&Unified
Selection
License Management
Acquisition
Data
WorldCat
Suppliers
Partners
Accession
&
Cataloging
Description
Web-scale Management Components
WorldCat
Heart of the System – 170M Records
• Member library records (75%)
• National library records (17%)
• Library of Congress records (6%)
• Vendor supplied records (2%)
WorldCat
Unified Acquisitions &
License Management
• Data feeds from publishers for WorldCat and
OCLC Knowledge Base (will become key
part)
Simplifies identification and selection
Web-scale Management Components:
Unified Acquisitions & License Management
WorldCat
Unified Acquisitions &
License Management
Acquisitions for today’s collections
• Shared vendor data
Suppliers
• Cooperative collection building
• Physical and electronic in same system
Cataloging
• Built-in negotiation and evaluation
• Integrated license manager
Makes process more efficient –
saving time and expense
Suppliers Management Components:
Web-scale
Cataloging
Cataloging
Shared tools for data creation and
enrichment
• Automated workflows for physical
materials
• Automated workflows for electronic
materials
• Automated loading of records from digital
repositories
Simplify description and accession of
materials
Web-scale Management Components:
WorldCat Local
Discovery as users expect it
• Single search of all library collections –
physical, electronic and digital
• Smart delivery resolver for best access
• Workflow tools that aid users in organizing
and re-using information
• Integration with search engines and
widgets to weave library into the Web
Increases usage of library materials
Users
WorldCat Local
Web-scale Management Components:
Circulation
Circulation for
21st
century
• Intuitive staff interface that simplifies
routine tasks
Cooperative
Intelligence
Circulation
Users
• No hardware or software to manage locally
• Foundation for building on cooperative
collection development to lead to simplified
collection sharing
Enables all forms of resource sharing
to become network circulation tasks
WorldCat Local
Web-scale Management Components:
Cooperative Intelligence
Making your data work harder
• Cooperative collection development
• Better recommender services
• Cooperative storage and preservation
• Usage statistics and cost per use
Cooperative
Intelligence
Circulation
• Collection profile sharing
Allows for better decision making
Users
Web-scale Management Components:
Workflow Engine
Flexible workflows
•Defined processes using abstractions in the
librarian’s domain (Subscriptions, orders, etc.)
• No hard-coded knowledge of the process
definitions or controllers
•Institutions customize their processes or define
Cooperative
new processes
Intelligence
Simplify integration of current and
Circulation
future services
Users
W
Library
Workflow
Engine
Data
Un
Li
Su
Web-scale Management Services in 2010
Library
Li
Web-scale management services
License
Manager
navigation
panel
WorldCat
Acquisition
s
Circulation
Library
work panel
Admin
Web-scale Management Services: 2012
Li
Web-scale management services
Analytics
Metadata
Management
navigation
panel
License
Manager
Acquisitions
Circulation
& Resource
Sharing
work panel
Admin
A platform where you build the future
• The cloud should enable, not stifle library innovation
• More than discovery APIs
• Must enable access for local development and participation
How?
• Built with Service Oriented Architecture (SOA)
• Includes published APIs
• Creates a network of developers
WMS Architecture – three ways to integrate
Component usage
• Metadata Management
• License Manager
• Discovery
• Co-op Intelligence
Service Integration
• Knowledgebase
• WorldCat API
• Vendor Management
• License Management
Data Synchronization
• Bibliographic records
• Holdings information
• Knowledgebase data
• Statistical data
• Registry data
Advisory Council
Web-scale Management Services Library Advisory Council
Strategic direction, reality checks and moral support
Sarah McHugh
Andrew Pace
Digital Strategy Director,
Columbus Metropolitan Library
Statewide Projects
Librarian, Montana State
Library
OCLC, ex officio
John Helmer
Mary Piorun
Helene Blowers
Executive Director,
Orbis Cascade Alliance
Jan Ison
Executive Director,
Lincoln Trail Libraries System
David Lankes
Associate Professor,
Syracuse University
Associate Director,
University of Mass.
Medical Center Library
Tim Rogers
Executive Director,
NCLIVE
John Teskey
Director of Libraries,
University of New
Brunswick
Development and pilot libraries
Web-scale Management Services Steering Committees
• Access services, technical services, systems and management workflow
experts
• Comprised of pilot participants at the start
Test/pilot sites
• Orbis Cascade Alliance
• Linfield College (with general assistance from the Alliance)
• Pepperdine University Libraries
• Idaho Commission for Libraries
• Boundary Public, Payette County Public, CIN
• CPC (Craven, Pamlico, Carteret) Regional Libraries (NC)
Start imagining the – YOUR - future
“Today’s librarians are engaging information seekers wherever they
are—at the beach, in the street, on the stage, on the Web—to extend
their impact and set in motion growing waves of relevance and usage.”
OCLC NextSpace, Issue 13
Johnson County Library, Kansas
ProBiblio, the Netherlands
Texas A&M University
West Campus Business Library
"The mission of librarians is to improve society through facilitating
knowledge creation in their communities."
R. David Lankes, Syracuse University
Keynote, 29th Annual Charleston Conference
Thank you and questions
Questions/comments about Web-scale management
services
OCLC Product Works
• http://www.oclc.org/productworks/
Register for email updates:
• https://www.oclc.org/email/subscribe.htm
Library services person’s email:
• libservices@oclc.org