Strategic Directions for OCLC

1. Strategic Directions for OCLC Larry Alford Jennifer Younger Betsy Wilson Sandy Yee Jim Neal Carol Mandel Brian Schottlaender ARL 2009 Houston 21 May 2009

2. Today’s Agenda OCLC Governance Changes : Larry Alford Record Use Policy Review Board : Jennifer Younger RLG/OCLC 3 years later : Carol Mandel Jim Neal Betsy Wilson OCLC Strategic Initiatives : Brian Schottlaender Sandy Yee

3. Board of Trustees

4. OCLC Members Council 2008-2009

5. New OCLC governance structure Regional Councils Global Council Board of Trustees Members

6. Fiscal 2010 Budget and COP Revenues: $239 million Contribution: $0 Strategy fund: $4 million Enterprise Resource: $60.8 million U.S. Prices frozen Salaries frozen enterprise-wide Performance-based compensation cut 30 percent

7. WORLDCAT TODAY 136.9 Million Records 1.4 Billion Holdings

8. Create system-wide efficiencies in library managementWorldCat Growth since 1998

9. OCLC: Building Web-scale for libraries Create a compelling user environment Create system-wide efficiencies in library management Make OCLC Web Services a valued part of library operations Increase OCLC’s global relevance and position of trust

10. Christopher Cole: Associate Director for Technical Services, National Agricultural Library Poul Erlandsen: Head, Document Access Services and Collection Management, Danish University of Education, National Library of Education Pat French: Manager, Collection and Technical Services, Multnomah County Library Clifford A. Lynch: Executive Director, Coalition for Networked Information Brian E. C. Schottlaender (OCLC Western): The Audrey Geisel University Librarian, UC San Diego Libraries Ted Schwitzner: Head, Bibliographic Services Division, Illinois State University, Milner Library Roberta Shaffer: Executive Director, Federal Library and Information Center Committee, Library of Congress Lamar Veatch: State Librarian, Georgia Public Library Service—University System of Georgia Elsie Weatherington: Dean, University Library, Virginia State University Jennifer Younger : Edward H. Arnold Director of Hesburgh Libraries, University of Notre Dame Review Board Members

11. BROAD ISSUES • Lack of communication about the problem to be solved • Non-consultative process • Lack of clarity around core issues; for example, how can I use my records? • Lack of awareness of existing Guidelines • Not as clear a consensus about what OCLC is and does as there was in the past • Lack of awareness by OCLC and members about divergence of views (‘the gap problem’)

12. IT’S A NEW ENVIRONMENT • OCLC member community includes libraries and other memory institutions • Information ecosystem is bigger: consortia, networks, vendors, service organizations, and more • Extend the reach of WorldCat in the information ecosystem • Sustain the trust and member engagement in building WorldCat • Move from data protection to data exchange

13. DIRECTIONS We affirm that a policy is needed, but not this policy Formally withdraw the proposed policy Until a new policy is in place, reaffirm the existence and applicability of the Nov. 16, 1987 “Guidelines for the Use and Transfer of OCLC-Derived Records.”

14. DIRECTIONS Revisit the social contract between OCLC and its members On what principles is it based? What are our respective rights and obligations? How do current documents relate? How can OCLC leadership and OCLC members reinforce the values of the collaborative? How can the collaborative work with others in the information ecosystem?

15. DIRECTIONS Discuss the role and value of WorldCat in the information ecosystem, and ways in which it can be leveraged: by OCLC; by libraries and other memory institutions; and by other partners in the information ecosystem. Identify threats to the sustainability of WorldCat and strategies for protecting it against unreasonable use

16. DIRECTIONS Devise a process for drafting and maintaining a new policy that: Includes formal participation by members of the Global Council, the OCLC Board, and the OCLC Strategic Leadership Team Incorporates input from the broader community Recognizes the complexity of the information ecosystem in which OCLC and its members operate Is transparent Develop a process for ongoing review and updating using the same principles of consultation and transparency

17. DIRECTIONS The new policy should: Be based on clearly articulated principles Impart confidence to members and partners building strategies predicated on WorldCat Support innovation

18. DISCUSSION Is the Review Board asking the critical questions? Your questions and advice Review Board online feedback forum: http://community.oclc.org/reviewboard

19. RLG Update • Brief recap • Now – 2 ½ years after the merger • Explain what’s been created • Highlight the RLG Partnership work

20. A note about history – the merger The major elements ALL SUCCESSFULLY ACCOMPLISHED !

21. Service Integration – what happened • WorldCat and RLG Union Catalog Merged • Third-party databases migrated (17) • Transfer of Image-based Services and Archive Grid • Cataloging, ILL and Reference services transitioned

22. What did we expect? • Service synergies and overall impact • Folded RLG program activities and Partnership into Research in to: • Create a venue for research institutions within OCLC • a place to design future, lead, collaborate, innovate • Establish connections to allied communities (archives, museums) and allied organizations (DLF, ARL, JISC, etc) • become a natural partner • Expand the resources and skill sets in Research • from community-building to prototype production • Idea, prototype, action • Involvement of partner staff

23. OCLC Researchequals Office of Research plus RLG Programs • Research Scientists and Program Officers serve multiple constituencies with a focus on the RLG Partnership

24. Increase OCLC’s global relevance and position of trust OCLC Research: Agenda supporting new modes of research, teaching and learning managing the collective collection renovating descriptive and organizing practices modeling new service infrastructures architecture and standards measurement and behaviors

25. Take-aways • Delivered the power of aggregation in the service array • the united catalog enables range of transformative offerings • Gave research institutions a new venue and capabilities • applied research, community building, and prototyping of future systems • Broadened scope of OCLC’s possible communities and partners • archives, special collections, museums, national agencies

26. Building Web-scale for libraries Maximize Uptake Syndicate Grid services through partner programs Create Local Value Leverage the value of Web-scale into end-user solutions for libraries Increase Efficiency Reduce the cost of Library Management with Grid-enabled systems and services Build Web-scale Provide the most compelling Web-scale presence for libraries Move to the Network Enrich the WorldCat Grid through greater service and data coverage

27. THE UC NEXT-GENERATION MELVYL PILOT ARL MEMBERSHIP MEETING HOUSTON, 21 MAY 2009 Brian E. C. Schottlaender The Audrey Geisel University Librarian UC San Diego UNIVERSITY OF CALIFORNIA L I B R A R I E S

28. Genesis of NGM … “Bibliographic Services Task Force Report” http://libraries.universityofcalifornia.edu/sopag/BSTF/Final.pdf UNIVERSITY OF CALIFORNIA L I B R A R I E S

29. Report recommended … • Re-architecting Melvyl, UC’s Union OPAC • Enhancing search & retrieval • Adopting new cataloging processes • Supporting continuous improvement UNIVERSITY OF CALIFORNIA L I B R A R I E S

30. Focus of Report was on … • What users want • Ne[x]t-Gen discovery/delivery strategies • Different use cases UNIVERSITY OF CALIFORNIA L I B R A R I E S

31. Why OCLC? • Leverage investment • The OCLC research agenda • The WCL DB UNIVERSITY OF CALIFORNIA L I B R A R I E S

32. NGM Pilot is managed … … by 2 teams: • Executive Team • Implementation Team UNIVERSITY OF CALIFORNIA L I B R A R I E S

33. How Is Pilot Being Evaluated? • “Do it, try it, assess it, and change it quickly.” • Listen to users via usability studies, online feedback, surveys, and log analysis • OCLC releases enhancements on a monthly basis UNIVERSITY OF CALIFORNIA L I B R A R I E S

34. Current In-Progress Emphases • Local Holdings Records (LHRs) • Fully integrating UC’s Request delivery functionality • Accommodating the RLFs • Speed! (i.e., performance) UNIVERSITY OF CALIFORNIA L I B R A R I E S

35. Create a compelling user environment

36. April 23, 2009FOR IMMEDIATE RELEASE OCLC announces strategy to move librarymanagement services to Web scale Offers libraries ‘quick start’ to Web-scale services Quick start version of WorldCat Local now included as part of FirstSearch WorldCat subscription

37. Web-scale management services WorldCat Resource Sharing NAVIGATOR PATRON MANAGEMENT ILL SYSTEMS CIRCULATION WorldCat Local LINK RESOLVERS “quick start” BUSINESS INTELLIGENCE ACQUISITIONS ILS KNOWLEDGE BASE LICENSE MANAGEMENT

38. OCLC’s chartered economic objective Reduce the rate of rise of per-unit library costs

39. Thank You!