UC WorldCat Local Project
Pilot or Done Deal?
Next Generation Melvyl
Sara Davidson
Patricia Martin
November 16, 2007
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Discussion Points
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Context
Current Status
Added value
How will the pilot work?
– Search and Display
– Full Record
– Request
– Social Networking
Pilot Specifics
– Records
– OCLC Symbols
– Local Data
Evaluation
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Pilot Context
• BSTF Report – Major recommendations
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Enhancing search and retrieval
Rearchitecting the OPAC
Adopting new cataloging practices
Supporting continuous improvement
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Why Are We Doing This?
• Added value
– More types of records
– Better search, navigation and delivery
– Journal article integration
• Introducing social networking features
• Additional language interfaces
• Opportunities for streamlining cataloging practices
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Key Dates
• Current timeline
– Phase 1 release in April 2008
• Request released in Phase II – June 2008
– Pilot to last at least 6 months, possibly longer
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
What’s Happening Now
• Improving Communication
– Survey that people can participate in
– http://vovici.com/wsb.dll/s/aaeg2e40f
• Planning blitz is over
– Speccing, technical development phase
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
What’s Happening Now Ctd
• Campus participation
– Reclamation projects, Z39.50 testing, campus
branding
• New Task Groups formed
– End User Communication, Help & End User
Support
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Pilot Overview
• Based on WorldCat Local
• Multiple views of Next Generation Melvyl
• 10 campus-specific views
• 1 UC-wide view
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Continuous development
Links to local OPACs for circulation & location information
UC-eLinks
Google mass digitized content will be visible
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
What makes UC’s pilot unique?
• Discovery -- Ranking in a local view
• Holdings/Availability via Z39.50
interoperability with local systems
• Place Hold button leading to local system
• Testing of UC Libraries icon and WorldCat
Local icon for accessing item
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Pilot Features
• Illustrated through University of
Washington’s WorldCat Local Pilot
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Search & Display
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Holdings: Local, Group, Global
Local e.g. UC Irvine
Libraries
Group e.g. UC
Libraries
Global
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Full Record Display
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Request
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Access to Full Text Online (via resolver)
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Pilot Specifics: Records
• Load samples:
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SCP
SRLF – new OCLC symbol for monographic records
Brief records
Digital object metadata –OAC, sample campus
collections, eScholarship Repository, Calisphere
– On-order, in-process
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Pilot Specifics: OCLC Symbols
• Multiple symbols comprising a single campus
– Existing symbols, e.g. CUT (UCSB)
– Use new symbols for
• SCP
• Mass digitization
• RLFs -just SRLF for pilot
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Pilot Specifics: Local Data
• Not all bib and holdings data is in WorldCat
• Start with using Z39.50 for Holdings
• Plan to move to summary holdings information and
local URLs to Local Holding Records (LHRs)
• Will need new solution for Circ data
– NCIP?
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
How Will the Project be Evaluated?
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Enhanced discovery services
Access to all 10 campuses current OCLC records
Operability with UC-eLinks and Request
Retrieval and display records with local locations,
holdings, and status information
• Loading, access and display sample non-traditional
records (on-order, brief and vendor records)
• UC and OCLC user assessment
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
How Will the Project be Evaluated?
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Evaluation of partnership
Performance benchmarks
UC and OCLC user assessment
OCLC pricing model
OCLC business plans
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Pilot or Done Deal?
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Assessment in light of BSTF
Technical evaluation
Partnership
OCLC future plans and research agenda
Still an open question
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
More Information
• Single point of content for UC project news and updates:
http://libraries.universityofcalifornia.edu/about/uc_oclc.html
• FAQ on this page
• Survey
http://vovici.com/wsb.dll/s/aaeg2e40f
• Feedback link
• News from OCLC:
http://www.oclc.org/worldcatlocal/default.htm
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S
Questions?
The U N I V E R S I T Y of C A L I F O R N I A L I B R A R I E S