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OCLC Services for Consortia Presentation to ICOLC September 30, 1999. Today’s Presentation. FirstSearch Update Consortia Solutions Packaging Pricing Licensing Future Directions for OCLC Services. FirstSearch Today . Reference, full-text and full-image 8 years old 86 databases
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OCLC Services for ConsortiaPresentation to ICOLCSeptember 30, 1999
Today’s Presentation • FirstSearch Update • Consortia Solutions • Packaging • Pricing • Licensing • Future Directions for OCLC Services
FirstSearch Today • Reference, full-text and full-image • 8 years old • 86 databases • Over 100 million citations • More than 6,300 unique full-text titles • Over 6.9 million full-text articles
FirstSearch Databases by Subject Soc Sci 8% 17% Biz/Econ 12% News 9% Consumer/People 7% Bio/Med 14% General & Ref 19% Sci/Tech 14% Arts/Hum
FirstSearch Today • Who is using FirstSearch? • Over 14,000 libraries world wide • More than 100 consortia world wide • Over 65+ million searches FY98/99 • 30% growth over FY97/98
Oklahoma Statewide Consortia New Mexico @ In-State Consortia Texas @ LEIAN/NMCAL Consortium FirstSearch Consortia @ Alaska Washington Montana Minnesota Maine North Dakota Oregon VT Wisconsin NH Idaho South Dakota MA New York MI Wyoming RI Iowa PA CT Nevada Nebraska NJ Ohio DE IN Illinois Utah MD Colorado WV VA DC Kansas California KY * Missouri KY NC * TN Arkansas SC Arizona * * AL MS Georgia * * * LA Statewide and In-State Consortia FL Hawaii Associated Colleges of * the South Consortium @ Indicates multistate group Guam Updated: 9/24/99
International Consortia • Canada • CAUL - Council of Atlantic University Libraries • CFL - Council of Federal Libraries • COPPUL - Council of Prairie & Pacific Univ. Libraries • Korea • KERIS - Korea Education & Research Information Service • Taiwan • CONCERT - Consortium on Core Electronic Resources in Taiwan • Australia • CAUL - Council of Australian Univ. Librarians
International Consortia • New Zealand • CONZUL - Council on New Zealand Univ. Libraries • Greece • HEAL LINK - Hellenic Academic Libraries Link • United Kingdom • CHEST - Combined Higher Education Software Team • Slovenia • IZUM - Institute of Information Science • Norway • RBT - Riksbibliotektjenesten
International Consortia • France • AUROC - Association des Utilisateurs du Reseau OCLC en France • Israel • MALMAD - Center for Digital Information Services • South Africa • GAELIC - Gauteng And Environs Library Consortium • ELSA - Electronic Reference Libraries in Southern Africa • CALICO - Cape Library Cooperative
OCLC ECO within FirstSearch • 3 years old • 50 publishers - academic and professional focus • Nearly 2500 journals under contract • Nearly 2000 journals online • Over 350,000 articles • Backfile generally begins with 1997 • Over 235 institutions world wide • 8 consortia
OCLC ECO within FirstSearch • Enriches FirstSearch full-text/full-image content • Commitment to Archiving • Title level collection management • Cross-journal searching • E-journal cataloging record collection sets • Usage statistics at the article level • Working with ICOLC guidelines
OCLC ECO within FirstSearch 3% 2% Science 3% Medicine 2% Technology 24% 4% Social Science 5% Phil & Psych 4% Geography Humanities 6% Political Science 16% Agriculture Education History 21% Library Science 10%
Current ECO Publishers • Academic Press • Adis International • Allen Press • American Management Association • American Mathematical Society • American Meteorological Society • Arnold • Baltzer Science Publishers • Blackwell Science • Blackwell Publishers • British Medical Journals • Brookings Institution Press • Cambridge University Press • Carfax • CRC Press • Current Science • Health Affairs • Humana Press • IChemE • IMechE • IOS Press • Johns Hopkins U. Press • Jossey-Bass • S. Karger AG • Kluwer • Lawrence Erlbaum • Marcel Dekker • Mary Ann Liebert • MCB University Press • MIT Press • Munksgaard • National Research Council • OSU Press • Oxford University Press • Plenum Publishing • Policy Studies Organization • Rand Journal of Economics • Routledge • Royal Society • Royal Society of Chemistry • Royal Society of Medicine • Sage Publications • Scandinavian Univ. Press • Society For Applied Spectroscopy • Stockton Press • Swets & Zeitlinger Publishers • Taylor and Francis • Thieme Medical Publishers • University of California Press • University of Wisconsin Press • Walter de Gruyter & Co.
New FirstSearch • WorldCat remains the cornerstone • Leverages library investments • Increased library visibility • Content links • Standards based
New FirstSearch • Increased functionality • Automatic database selection • Defined cross-file searching • Thesaurus aided searching • Sort options • Relevance ranking • Interface Options • Novice, advanced, expert • Increased individual library control • Buy as a group, customize at individual library • End user ILL • At the database level
New FirstSearch - Implementation • Full implementation mid-November • All databases • All current and most new functionality • New functionality in 2000 • Per-article purchases from ECO • Links to detailed serials holdings • Limit searches by resource sharing groups • Creation of custom databases and topic areas • January 30, 2000 “current” FirstSearch goes away
OCLC Services for Consortia - Packaging • Consortia continue to seek packages that reflect effective collection development • Eliminate overlap • Expand full-text and full-image resource access • Extend the reach to smaller libraries • Maximize funding • Consortia seek to maximize investments in owned collections first • Is it on our shelves?
OCLC Services for Consortia - Packaging • Expanded FirstSearch full-text and full-image • Integration of ECO and FirstSearch content • Developing unique title packages to meet specific needs • Seeking favorable content arrangements to give libraries economies of scale • All FirstSearch content, ECO content and library holdings linked • Highlights library’s collection first! • Library holdings linked at volume and year level
OCLC Services for Consortia - Packaging • Robust and customizable end-user ILL • Committed to standards • Investigating links to local systems • Shelf status • Remote charge
OCLC Services for Consortia - Pricing • Consortia continue to grow and change as they evolve how and what they buy • Consortia continue to get larger and more diverse • Consortia continue to cross borders • Consortia seek win/win/win
OCLC Services for Consortia - Pricing • FirstSearch pricing options • Per-search • Subscription based on FTE or site • E-journal access pricing by title • Reward OCLC membership with discounts • Reward volume purchases with discounts
OCLC Services for Consortia - Pricing • ECO Content Pricing • Print Subscriber Program • Easiest way to move to e-journals • No additional content costs if you have print • 27 publishers representing 1100 titles • Electronic Subscription Only Program • Electronic version only • Usually less expensive than print • 700 titles from 11 publishers • Journal Licensing Program • Content and access priced, delivered and billed from OCLC, includes terms & conditions • Any title or publisher
OCLC Services for Consortia - Pricing • Consortia purchasing dominates • Complex, multi-level purchasing • Group, sub-group, individual institutions • Information providers continue to protect revenue • “Chicken & Egg” still prevails for groups • No standard approach across information providers • Time consuming, frustrating, mixed results
OCLC Services for Consortia - Pricing • Continue to develop new pricing models • Seeking win/win/win solutions • Where possible acquire content • PAIS • Leverage OCLC libraries and advocate for libraries • Bring attractive volumes to information providers • Lowering prices to libraries • Relevant FTE counts by discipline, by database
OCLC Services for Consortia - Pricing • OCLC’s pricing goals • Price simplification • Fairness in pricing • Supportable pricing for the long-term
OCLC Services for Consortia - Licensing • Consortia need OCLC to be easier to do business with • Consortia need licensing to be simple and fair • Consortia seek consistent licensing terms across content providers
OCLC Services for Consortia - Licensing • For e-journals, OCLC is working with subscription agents and libraries to develop a single, standard set of licensing terms. OCLC will adopt these licensing terms. • For FirstSearch databases, OCLC is investigating the adoption of the ARL licensing terms.
Future Directions for OCLC Services • OCLC exists to help libraries thrive and remain relevant • Achieved through library cooperation • innovative services • innovative research • library education • shared commitment to furthering access to information and reducing information costs
Future Directions for OCLC Services • Diversify OCLC Reference into a library-based cooperative for information and resource services • Develop Web-based solutions to empower libraries to serve end-users • Extend the cooperative WorldCat resource • Cooperatively develop comprehensive fulfillment services • Cooperatively investigate the feasibility of providing electronic archiving
Future Directions for OCLC Services • Develop Web-based solutions to empower libraries to serve end-users • CatExpress • YourSearch Project • SiteSearch
Future Directions for OCLC Services • Extend the cooperative WorldCat resource • CORC (Cooperative Online Resource Cataloging) • Blends Web and traditional librarianship • All important formats • Automatic pathfinders • Point and link rather than load • Take advantage of common indexing and standards • Utilize automatic Web tools
Future Directions for OCLC Services • CORC - Cooperative Online Resource Cataloging • Libraries are already working to create well-guided access to Web resources • Generate economies and efficiencies • Built on InterCat, NetFirst and by libraries
Future Directions for OCLC Services • CORC - Today • 148 participating libraries so far … • Participant make-up • 74% Academic • 10% State / National • 11% Special / Other • 3% Public libraries • 3% Library Schools • 7% Non-U.S. participation
Future Directions for OCLC Services • Cooperatively develop comprehensive fulfillment services • Enhance global resource sharing • Develop services to “get the item” regardless of location and format • Develop open access to all information providers (inbound/outbound) • Collectively negotiate ILL rights for e-journals • Expand ECO coverage (link when possible) • Make special collections readily available
Future Directions for OCLC Services • Cooperatively develop subject centers reflecting library and consortia needs • Build subject specific collections • Partner, acquire, create, license or point • Provide tools for libraries to build subject specific collections
Future Directions for OCLC Services • Cooperatively investigate feasibility of providing electronic archiving • Archive content in subject centers • E-journal archives • Special collections • Private files • Preservation
OCLC Archiving Pilot Project Results • Provided Web access to 9 collections for pilot • Prototyped Web interface, search engine and image repository • Evaluated near-line storage and retrieval system • Challenges under investigation now • metadata creation • metadata conversion • interface design • Develop sustainable business models
OCLC Archiving Pilot Project • Irish American Advocate: 10,000 pages of newspapers from early 1900’s • Grand Rapids Library: 1,000+ photographs from the Robinson Collection “All American Girls Professional Baseball League • NYPL: 181 Books/27,000 pages from the Schomburg Collection • Follett and University of Illinois: 200 sketches from Motley Collection on Shakespearean costumes and set designs • CLIR Virtual Civil War Library: 33 regimental histories from Knox College, Museum of the Confederacy • Library of Congress: 1,000 images from the Bradley Civil War pictures
OCLC Archiving Pilot Project • University of Chicago: 10 years runs from 2 nineteenth century journals • Northwestern University: 3 volumes of Edmond Burke’s writings • GPO: 5,000 ERIC Research Reports