OCLC’s Next Generation
Metadata Management
July 1, 2013
ALA Annual
Chicago, IL
The world’s libraries. Connected.
Welcome
• David Whitehair
Senior Product Manager, OCLC
whitehad@oclc.org
Anne C. Elguindi
Associate Director, VIVA
aelguind@gmu.edu
The world’s libraries. Connected.
Provide a single integrated set of
management services for libraries to improve
visibility and efficiency, including services from
OCLC, partners and libraries
The world’s libraries. Connected.
OCLC WorldShare Metadata Record Manager
Record Manager –
coming soon
Record
Manager
Applications
Collection
Manager
WorldShare Metadata
Services
Data
Infrastructure
The world’s libraries. Connected.
• Efficient record-at-atime metadata creation
and editing to describe
one-of-a-kind physical,
electronic, and digital
items in your library
collection
• Use and reuse of
linked data to speed
record creation,
improve record quality,
and enhance user
discoverability
• Initial release in
September with many
enhancements coming
over next few years
OCLC WorldShare Metadata Record Manager
• Pilot underway to beta test new functionality
• Includes libraries in Australia, England, Spain, and the
United States
• Functionality to create new WorldCat records, enrich
existing records, maintain WorldCat holdings data, and
customize local bibliographic data and local holdings
records
• Initial release will be to WMS libraries in September 2013
The world’s libraries. Connected.
OCLC WorldShare Metadata platform services
WorldCat Metadata API – New in June
Library-built
Applications
Partner-built
Applications
• Vendor neutral – libraries,
Record
Collection
OCLC WorldShare
Metadata platform
services
developers,
partners –
Manager
Manager
encouraging innovative uses of
Applications
data
WorldShare Metadata
Services
• Create, read, update WorldCat
master bibliographic records
• Create and delete institutional
holdings
Data
• Create, read, update, delete
local bibliographic data
Infrastructure
The world’s libraries. Connected.
• Create, read, update, delete
local holdings records – coming
later in 2013
OCLC WorldShare Metadata platform services
• Now available to the cataloging community via the OCLC
Developer Network
• Get ready to build and share some apps!
OCLC Built
The world’s libraries. Connected.
Library Built
Partner Built
OCLC WorldShare Metadata Collection Manager
Collection Manager –
now available
Record
Manager
Applications
Collection
Manager
WorldShare Metadata
Services
Data
Infrastructure
• Manage metadata on
physical, electronic, and
digital collections of
records
• WorldCat holdings
maintenance
• MARC record delivery
with custom editing
options to supply data
to discovery interfaces
• Automatic update and
delete notifications as
collections and
metadata change
• Detailed reports
The world’s libraries. Connected.
OCLC WorldShare Metadata Collection Manager
• WorldShare Metadata Collection Manager automatically
delivers and updates WorldCat MARC records and
maintains WorldCat holdings for all or subsets of your
collection.
• The service ensures that the bibliographic metadata for all
materials and access URLs for e-content are continually
updated in your discovery interface.
• Your users get better access, your staff gains time for other
priorities, and you see improved return on the investments
you have made in your collections.
• WorldShare Metadata Collection Manager is the ideal solution
for streamlining workflows while managing increased user
demand for e-content.
The world’s libraries. Connected.
Workflow process
Maintain
WorldCat
holdings
Library sets up once
Request
WorldCat
knowledge
base
Activate
WorldCat
holdings
option
Library and/or
provider maintains
as needed
Automated,
ongoing
process
Define
WorldCat
knowledge
base
collections
Provide
reports
Define
MARC record
options
The world’s libraries. Connected.
Deliver
WorldCat
MARC records
Workflow process
Maintain
WorldCat
holdings
Library sets up once
Request
WorldCat
knowledge
base
Activate
WorldCat
holdings
option
Library and/or
provider maintains
as needed
Define
WorldCat
knowledge
base
collections
Define
MARC record
options
The world’s libraries. Connected.
Automated,
ongoing
process
Provide
reports
Deliver
WorldCat
MARC records
WorldCat knowledge base standard collections
• Over 9,400 content collections from more than 5,300
providers
• Over 50 publishers and aggregators representing 11M E
books including:
Books24x7
Knovel Library
DawsonEra
Safari Books Online
Ebook Library (EBL)
Springer
EBSCO
Informa Taylor & Francis
ebrary
Wiley
Ingram MyiLibrary
The world’s libraries. Connected.
Types of Collections
• WorldCat knowledge base standard collections
• Data feeds from partners to OCLC
• Data harvested from partners
• Library customized (and shared)
• Library built (and shared)
• WorldCat query collections
• Based on any WorldCat index criteria
• WorldCat Holdings collection
• Updates for titles held in WorldCat by my library (no
new or delete records)
The world’s libraries. Connected.
http://www.oclc.org/content/dam/support/knowledge-base/oclc_dda.pdf
The world’s libraries. Connected.
The world’s libraries. Connected.
HathiTrust Collections
The world’s libraries. Connected.
WorldCat Query Collections
The world’s libraries. Connected.
CONTENTdm collection
The world’s libraries. Connected.
Digital Collection Gateway
The world’s libraries. Connected.
Workflow process
Maintain
WorldCat
holdings
Library sets up once
Request
WorldCat
knowledge
base
Activate
WorldCat
holdings
option
Library and/or
provider maintains
as needed
Define
WorldCat
knowledge
base
collections
Define
MARC record
options
The world’s libraries. Connected.
Automated,
ongoing
process
Provide
reports
Deliver
WorldCat
MARC records
Workflow process
Maintain
WorldCat
holdings
Library sets up once
Request
WorldCat
knowledge
base
Activate
WorldCat
holdings
option
Library and/or
provider maintains
as needed
Define
WorldCat
knowledge
base
collections
Define
MARC record
options
The world’s libraries. Connected.
Automated,
ongoing
process
Provide
reports
Deliver
WorldCat
MARC records
The world’s libraries. Connected.
The world’s libraries. Connected.
Workflow process
Maintain
WorldCat
holdings
Library sets up once
Request
WorldCat
knowledge
base
Activate
WorldCat
holdings
option
Library and/or
provider maintains
as needed
Define
WorldCat
knowledge
base
collections
Define
MARC record
options
The world’s libraries. Connected.
Automated,
ongoing
process
Provide
reports
Deliver
WorldCat
MARC records
Building output records from many sources
• Data from the WorldCat
master record
• Library-specific URLs
from the WorldCat
knowledge base
• Local Holdings Records
with bar codes, local
call numbers, etc.
interleaved
• Local subjects, local
notes, etc. from local
bibliographic data (mid2013)
The world’s libraries. Connected.
As
New
your
records…
collections
change…
updates…
deletes… and WorldCat holdings
The world’s libraries. Connected.
MARC record files
• Files available daily on OCLC FTP
server
New
Records
• Large data sets separated into files of
100K records
Updated
Records
Coming in August: frequency
options (daily, weekly, monthly,
quarterly) and output options
(separate file per collection)
The world’s libraries. Connected.
Deleted
Records
Updated Records
• Automatically receive update records
• URL changes on KB standard collection title (new
URLs added, old URLs deleted, existing URL
changes, proxy changes)
• OCLC control number changes on title in any
collection
The world’s libraries. Connected.
Updated Records
• Receive update records based on library settings
• KB data changes on KB standard and WorldCat query
collections if mapped to MARC record output
(collection name, provider name, note, etc.)
• Local Holdings Record data changes on KB standard
and WorldCat query collections if included in MARC
record output (and Local Bib Data in the future)
• WorldCat master record data changes on any
collection based on specific library profile
• Reason for updated record text included in reports and
optionally embedded into the MARC record
The world’s libraries. Connected.
The world’s libraries. Connected.
The world’s libraries. Connected.
The world’s libraries. Connected.
The world’s libraries. Connected.
Workflow process
Maintain
WorldCat
holdings
Library sets up once
Request
WorldCat
knowledge
base
Activate
WorldCat
holdings
option
Library and/or
provider maintains
as needed
Define
WorldCat
knowledge
base
collections
Define
MARC record
options
The world’s libraries. Connected.
Automated,
ongoing
process
Provide
reports
Deliver
WorldCat
MARC records
Report with each file – updated records
The world’s libraries. Connected.
And more…
• Daily and monthly reports
detailing changes to WorldCat
holdings
• Editing option to copy call
number to another MARC field
• Define WorldCat Holdings
collection for group of libraries
The world’s libraries. Connected.
Migration from old services…
• Collection Manager WorldCat Holdings collection updates
replaces the BibNote service
• Migration for individual libraries underway; migration of
groups and libraries that use the WCP delayed WorldCat
holdings option coming in August
• Older service will be discontinued November 1, 2013
• New service offers expanded profile options to determine
desired updates, additional automated editing options,
and more detailed reports
The world’s libraries. Connected.
Migration from old services…
• Other services will be migrated into WorldShare Metadata
Collection Manager over the next 18 months
• More information coming in the future
The world’s libraries. Connected.
OCLC Cataloging subscription
The WorldCat knowledge base
and OCLC WorldShare Metadata
Collection Manager are included
in your catalog subscription
The world’s libraries. Connected.
Questions and
Discussion
The world’s libraries. Connected.
Consortial Record Management for a
Demand Driven Acquisition
E-book Plan: The Experience of VIVA
Anne C. Elguindi
Associate Director, VIVA
What is the Virtual Library of
Virginia (VIVA)?
• 74 academic libraries (39 public, 34 private, Library of
Virginia).
• Large range in FTE, from Liberty University with 56,000 FTE to
the Institute for the Psychological Sciences with 74 FTE.
• Diversity of purpose, including doctorals, four years, two
years, and specialized institutions.
• Central funding provided by the Commonwealth of Virginia,
additional cost-sharing by members.
• Grounded in the coordinated collection development of online
resources and an extensive resource sharing program.
• No standardization of library systems.
VIVA Member Institutions
Technical Services within VIVA
• Coordinated Cataloging Subcommittee
• Evaluation of Springer and Elsevier e-book records
• Evaluation of DDA e-book records and procedures
• Knowledge Base Maintenance
• WorldCat Knowledge Base (WCKB)
The WCKB within VIVA
• Resources have been mapped from the VIVA vendor and
product to the WCKB collection and provider.
The WCKB within VIVA
• The central office has selected collections shared by the public
institutions. Some collections are standard and some are
customized for the consortium.
The WCKB within VIVA
• Some institutions prefer a global sharing relationship with
VIVA.
The WCKB within VIVA
• Some institutions only share at the collection level.
Challenges with Consortial DDA
• Not all publishers want to participate.
• The models vary.
• It is difficult to convey the subtleties of DDA to a wide
population.
• Record management issues are amplified.
DDA within VIVA: The Profile
• Ebook Library (EBL) is the VIVA vendor
• Publishers: Wiley, Oxford University Press, McGraw-Hill UK,
Jossey-Bass, Sage
• STEM-H books only, based on call numbers
• $250 list price and under
• Published 1/1/2012 or after
• English language only
• Initial de-duplication with Safari Tech Books
DDA within VIVA: The Budget
• The 39 public schools are participating through central
funding, starting at $100,000 for the pilot project.
• 13 private institutions opted in to the project with an
additional shared $24,000.
• The project started in late May 2013, and, as of 6/28/13,
$1,977 in short term loans had been spent.
DDA within VIVA: Record
Management
• Why manage through WCKB? It enables:
• Delivery of customized MARC records to each library, including
new records, updates, and deletes.
• Setting holdings in WorldCat.
• Unpurchased books set for CH$ (VIVA’s central OCLC holdings
symbol)
• Purchased books set for all participating libraries
• Discovery through WorldCat Local.
DDA within VIVA: Record
Management
EBL
OCLC
VIVA
Member
Institutions
DDA within VIVA: Record
Management
• Two collections in the WorldCat knowledge base are used to
manage the records: one for unpurchased books, and one for
purchased books.
WCKB: General Settings for
Libraries
• Set up your OCLC symbol and proxy.
• Add viva for the EBL Library ID within the provider-specific
settings.
• Set the global Enable MARC Record Delivery setting to Yes.
WCKB: General Settings
• Customize all records to include a KB Collection Level Note in the
740$a. At this point other local customizations may also be made.
WCKB: Collection Settings
• Within the collection properties, a note is added to
each collection.
• DDA collection
• Purchased titles collection
WCKB: Collection Settings
Things to be aware of
• If you plan on sharing other collections, consider a global
share. Once a library selects a single collection, they cannot
switch to a global share without first deselecting that
collection.
• Have member libraries check for other collections that may be
enabled for MARC record delivery before turning on the global
setting.
• Keep the delay in record changes in mind – they must come
from EBL on a set schedule, and they take a few days of
processing at OCLC.
• If you want to delete a shared collection, you must ask all
institutions with an active share to deselect it first.
Pros
• Alison Bobal at EBL and Sara Finch at OCLC are fantastic!
• The process allows for wide distribution of records as well as
local customization.
• There is a low burden on the consortium’s central office once
the program is up and running.
Questions?