OVGTSL 2012
May 3, 2012
Evansville, IN
David Whitehair
Senior Product Manager
OCLC whitehad@oclc.org

www.oclc.org/reports

Who participated?
Academic
Public
Community college
Law
Medical
Federal Government
School
State Government
State Library
Corporate
Museum
31%
48%
4,168 librarians

Who participated?
n = 3,308
Director/Dean
Manager
Librarian
Other
31%
32%
31% n = 3,308

Who participated?
n = 3,307
5 years or less
6 to 20 years
More than 20 years
51% 41% n = 3,307

Staying informed
Advice for OCLC
The library:
Use, shape and format

Priorities of public librarians
Ensuring adequate Internet access 36%
Demonstrating value to funders 34%
Licensed e-collections/e-books 32%
Access to new technology 29%
Forming community partnerships 28%
Digitization projects 6%
Integrating social media 6%
Succession plans for library staff 6%
Open-source products 4%
Cloud computing 2%
Tops the list Missed the cut n=1,161

Priorities of academic librarians
Licensed e-collections/e-books 51%
Future of higher education and the library’s role
42%
Facilities issues 39%
Visibility of library’s collection
30%
Digitization projects 23%
Tops the list
Succession plans for library staff 7%
Cloud computing 6%
Integrating social media 6%
Data curation 5%
Open access publishing 5%
Missed the cut n=1,786

Priorities of community college librarians
Licensed e-collections/e-books 57%
Future of higher education and the library’s role
45%
Visibility of library’s collection
43%
Facilities issues 35%
Access by mobile devices 32%
Tops the list
Cloud computing 6%
IR discovery and aggregation 2%
Deaccessioning print materials 2%
Open access publishing 1%
Data curation 0%
Missed the cut n=161

So many priorities…

Trends
• Merge acquisitions and cataloging departments
• Streamline technical services to focus on hidden collections
• Receive vendor records
• Implement shelf-ready for print materials
• Define “good enough” bibliographic records
• Evaluate patron driven acquisitions

Receiving shelf-ready items
• Shift print to shelf-ready with vendor records
• Checklist for acquisitions staff to complete physical check of books and processing
• Categories:
• Need additional cataloging
• Need additional physical processing
• Bypass cataloging and processing
• Goal to bypass cataloging as much as possible

E-book cataloging using print book processes

Working with large sets of records
• Get sets of records from vendors
• Have a unique way to retrieve records in set
• Keep timetable for history
• Keep sample edited record for each file to help remember changes need for next file
• Create a procedure for editing
• Be aware of local system capabilities – indexing, # of records that can be loaded, etc.
• Use MarcEdit

Good enough cataloging
• Implement a “good enough” record definition
• Re-evaluate local practices
• Impact on duplicate call numbers
• Cross train: cataloging staff help in public services to better understand how the data is used

Follow a good recipe
Grandma’s
Secret Roast
1. Remove roast from refrigerator.
2. Cut two inches from each side, discard.
3.
4.
5.
6.
7.
6

UNC Charlotte at the Charleston Conference
• Consultants hired; interviewed staff; prepared 100 pg report
• Consolidated to one vendor with shelf-ready & WCP
• Eliminated pre-order searching; provided vendor ISBNs
• Tightened approval plan; eliminated staff review
• Electronic selection of notification slips
• Adopted restrictive gift policy
• Reduced periodical binding, serial check-in/claiming
• Reduced fund structure from
800 to 200
• Fast catalog non-shelf-ready items (copy cataloging without checking all fields)
• 85% monographs processed without staff intervention

Results…

Online Catalogs: What Users and Librarians
Want
End-Users expect online catalogs:
• to look/behave like popular Web sites
• to have summaries, abstracts, tables of contents
• to link directly to needed information
Librarians expect online catalogs:
• to help staff carry out work responsibilities
• to have accurate, structured data
• to exhibit library principles of organization
April 2009 http://www.oclc.org/us/en/reports/onlinecatalogs/default.htm

Librarian/Staff Results:
Highlighted Differences
9
End-User Results:
Recommended Enhancements
Recommended enhancements to WorldCat
Total end-user responses
1
4
Source: Online Catalogs study, PDF p. 51

Quilts 001 by Lansing Public Library, Lansing Illinois http://www.flickr.com/photos/lansinglibrary/456681271/

Warm! by malamantra http://www.flickr.com/photos/meghanandnick/2141323599/

Ways to bring change and get buy in
• Get ideas from all staff
• Start small, have success, and then do more
• Agree to address corrections as needed (for example, don’t check all call numbers for uniqueness, but agree to address any duplicates reported)
• “Pilot” change
• Get input from external source

How will you react to change?
• Keep an open mind
• Assist with organizational change to improve workflows
• Volunteer
• Seek professional development to learn new skills

Morag Boyd, Ohio State University

Surfer 1 9059 by casch52 http://www.flickr.com/photos/casch/220513228 /

Thank You!
David Whitehair
Senior Product Manager
OCLC whitehad@oclc.org