Moving libraries to Web scale

1. Moving libraries toWeb scale 14 June 2011 Matt Goldner Product & Technology Advocate

2. Penetration of internet access

3. Current library technology infrastructure EndUser CatalogMetadata OPAC CircData e-Resources ElectronicVendor InstitutionalRepositories Metasearch Resolver/Knowledge Base Data License Data

5. 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. Infrastructure Platform Applications Services KPMG

6. Enabling technology • Reduce local computing power needs • Share data with others • Build reusable services • Move from silos to Web-scale solutions

7. Web scale refers to: • Massively aggregated data • Useful services built on this data • Attracts massively aggregated users • Each user adds value for every other user • The Web is all about scale, finding ways to attract the most users for centralized resources, spreading those costs over larger and larger audiences as the technology gets more and more capable. — Chris Anderson,Editor-in-Chief, WIRED and author of The Long Tail

8. Web scale solution from ebay Community Applications Services Data

11. The shift in information supply chains

12. Shift in information supply chains Library A Library B Library C Library D

13. Change needed for libraries • Reconsider management of collections or: • Continue to lose efficiency • Continue difficulty of uniform access to collections • Result: Increased lack of relevance

14. Seizing the opportunity to change • By sharing computing power • No longer purchase for peak load • Allow cloud computing to expand as needed • Greener computing

15. Seizing the opportunity to change • By sharing data • Authority control • Remove copy cataloging • Common licensing terms • Serial publication patterns, vendor data, knowledge base • Access to open access collections and digital collections

16. OCLC’s Web-scale Management Service

17. What led to Web scale? • Libraries cannot individually attract Web users • Economic conditions • New approach to manage disparate collections • Working together can define different future

20. WorldCat Local • Users search all collections in one search box • Puts library collections where users are • Offers best delivery options for every format

23. Our users see WorldCat Local less as a catalog and more as a search tool ‘a la Google” Anthony Chalcraft, University LibrarianYork St. John University

24. WorldCat Local takes the drudgery out of discovery … We’ve eliminated the teaching of the tool and we can push learning. Mark Vargas, Library Director St. Xavier University LIbrary

25. Moving back office operations to Web scale • Responsive • Massively scalable • Highly fault tolerant • Ready for public consumption • Built on workflow engine • Must provide: • Patron and data privacy • Data security • Data ownership clear stated

26. From strategy to production • July 2009 – June 2010: Pilot phase • Academic and public libraries • Rapid development and on site usability testing • July 2009 – June 2010: Early adopter phase • 32 libraries, academic, public and special • 15 live since September 2010 • 60 to 90 day migration for each library • July 2010: General release

27. We have so many systems, and just trying to get them to talk to each was hard … We wanted to move out of the business of managing servers … With WMS, system costs will drop significantly Michael Dula, Director for Digital Initiatives and Technology StrategyPepperdine University Libraries

28. What WMS changes • for your library

30. Typical firm order workflow Search OPAC to see if library owns Yes Don’t purchase item to be purchased o N Search Cataloging Search for Create order from Purchase Utility for MARC Bibliographic bibliographic record record record d n u o f d r o c e R Login into Download to Local Acquisitions System system

31. Ordering with Web-scale Login into Search for Create order from Acquisitions Bibliographic bibliographic system record record

32. Value of shared data • Not just bibliographic data • Vendor file and EDI • Common license terms • Serial publication patterns • Global knowledge base of e-resources • Open access materials

33. WMS Circulation • Services WorldCat Local Community Applications Services SRU & NCIP2 Data Circulation Data

34. WMS Circulation • Services Self Checkout Community Applications Identity Mgmt C-out / C-in Services Data Circulation Data

35. Going to the next level:An accessible, extensible platform • A cooperative platform that lets anyone develop new applications on the platform: • Libraries • Groups and consortia • Research teams • Publishers • Software vendors • Entrepreneurs • A cooperative platform that lets anyone develop new applications on the platform: • Libraries • Groups and consortia • Research teams • Publishers • Software vendors • Entrepreneurs Community Applications Platform Services Data

36. Cooperatively buildinga different future for libraries

37. Built with OCLC member libraries • Opportunity to define a different future • 21st century technology • Increased workflow efficiencies • Reduction of redundant data management • Open system for community participation • Takes full advantage of cloud computing and Web scale

38. Questions • and • Discussion