houk gary

RLG Services Integration: 

RLG Services Integration Status Report for OCLC Members Council October 2006

The RLG Community: 

The RLG Community 350+ Institutions (800+ Libraries) 159 Members (now RLG Program Partners) 93 OCLC Governing Members 30 OCLC Members 16 OCLC Participants Services include cataloging, resource sharing, reference, and several unique “digital” services

Integration Goals: 

Integration Goals No disruption in service delivery Complete the migration by June 2007 Meet or exceed user expectations for all services Fully engage RLG Service Center staff in continuing operations, OCLC strategy and projects Bruce Crocco is the acting Director of the RLG Services Center in Mountain View

Integration Project Structure: 

Integration Project Structure Five Major Projects Tech Services Integration (M. Withrow) Discovery Services Integration (M. Speed) ILL Service Integration (M. Donahue) Service Moves (J. Young) Infrastructure (B. Cousins) Business and Technical leads from both Dublin and Mountain View

Tech Services Integration: 

Tech Services Integration Migrate data from RLIN to WorldCat and provide access to Institution level records Archival Fields enhancements in Connexion Service Authority History in Connexion Service SCIPIO Task force of current users has agreed with recommendations to incorporate SCIPIO into WorldCat. The collection will also be searchable independent of the entire WorldCat database. Hand Press Books (CERL) This database will be supported separately from WorldCat and we will be providing the capability to export. Online updates to this database may be delivered at a future time.

Archival fields enhancement: 

Archival fields enhancement RLIN21 provides guided entry of 541 and 583 MARC fields OCLC will add this to Connexion to assist these libraries with their migration to OCLC Functionality in the browser will be similar to guided entry in Local Holdings maintenance Functionality in the client provides customization and flexibility for these and future enhancements Implementation: Browser – Nov. 12, 2006 Client – version 1.70, Dec 2006

Authority History enhancement: 

Authority History enhancement Tracks history of a given authority record RLG supports "superseded records" functionality for LC Names and Subjects Available to all RLIN21 libraries File dates back to mid-1980's OCLC has similar functionality called Authority History (AuthHistory) Access limited to OCLC staff via Connexion browser File dates back to Nov. 2000 This project will: Load RLG's superseded file into the OCLC Authority History File Provide read only access to these records for both Connexion browser and client users Implementation: Browser - Nov. 12, 2006 Client - Version 1.7, Dec 2006

WorldCat Access to Institution Records(a.k.a. Cluster records): 

WorldCat Access to Institution Records (a.k.a. Cluster records) Focus groups and Connexion overview sessions Survey indicates about 12% of the users plan on abandoning cluster records in favor of the master record; Favorable impressions of Connexion service Merge of the catalogs to occur in two phases Loading and merging of RLIN21 master records Loading of institutional records Installation in May-June timeframe

Institution Record Truncated and Brief Display Prototypes: 

Institution Record Truncated and Brief Display Prototypes The “IR” link on the following screen indicates an Institution Record. Clicking on this link will display the list of records similar to today’s RLIN21 display (the exact list display needs additional requirements to be defined)

RLG users will automatically Get some capabilities not in the RLIN21 service: 

RLG users will automatically Get some capabilities not in the RLIN21 service Many more index points for searching Controlled headings linked to the authority records Access to Chinese name authority file Online save file Dublin Core input and export support WebDewey Interface in Chinese, German, Japanese, Korean, and Spanish Create and edit records with Greek, Thai, and Tamil scripts with Bengali and Devanagari coming RLIN service not available on the weekends

Connexion intro sessions feedback: 

Connexion intro sessions feedback Very positive! “I realize the time constraints and the breadth of material to be covered. Suffice it to say, I was impressed with the sophistication of the package – so far ahead of RLIN21 in so many areas. I am not as “traumatized” by the move as I thought I might be!” “The flexibility of the system both in terms of how the cataloger can customize their session and the extent of cataloging reference tools embedded in Connexion that you conveyed gave a different picture of OCLC than was anticipated.”

Discovery Services Integration: 

Discovery Services Integration Ten databases being migrated from Eureka to OCLC FirstSearch; specifications being drafted Current estimate is for a May 2007 install A few database providers will not be migrating to FirstSearch Index to Foreign Legal Periodicals Inside Information Plus Index to Hispanic Legislation Handbook of Latin American Studies ESTC probably not migrating Business planning for marketing these databases in late FY07 and beyond has started

ILL Services Integration: 

ILL Services Integration Have determined the changes that are needed for the OCLC ILL service to accommodate the transition. Migration to be completed by August 2007. (Total of 101 Institutions) A great deal of communication with the user base and we are actively tracking their decision making process. Some users will migrate sooner than later. Comparison grid for ILL Manager/WCRS/ILLiad OCLC Dublin staff attended SHARES meeting in NYC on October 20th

Service Moves: 

CAMIO Subscription database of rights-cleared high-quality art images for class projects, art history and studio art programs, course Web sites, lectures, presentations, and research resources. Will likely be moved to the ContentDM platform. RLG Cultural Materials (RCM) Subscription database with digital versions of unique primary source materials from archives, libraries, and museums around the world. Will likely be moved to the ContentDM platform. Service Moves

Service Moves (cont’d) : 

Service Moves (cont’d) Archive Grid Subscription service of material on family and corporate histories, personal papers, and historical records. Direct search access to dispersed collections and meaningful, comprehensive collection descriptions written by archivists. Scholars can easily locate relevant research institutions, arrange visits, or request copies. 3,000+ Institutions contributing Bibliographic Records 170 Institutions contributing Finding Aids for Archival Collections Over 830,000 collection records and 70,000 finding aids Should be moved to Dublin by end of December RedLightGreen Will be discontinued on October 31, 2006 and users will be redirected to WorldCat.org

Infrastructure Project: 

Infrastructure Project RLG Information Center (RIC) team being integrated with OCLC Customer Support department and systems in November 2006. Transition of the ordering and billing systems will take place naturally as users migrate from RLG platforms to OCLC platforms. Service “live” usage reports will be transitioned to OCLC Usage Stats Portal (CUSP) in conjunction with services move to Dublin. Historical usage stats and billing records will remain in RLG repository until the end of the service migrations at which point they will be moved into CUSP and a new Invoice/Reporting Content (IRC) System that will provide similar functionality to the RLG User Activity Reports. OCLC Mountain View staff are now integrated into the OCLC office automation system.

Marketing and Sales Integration: 

Marketing and Sales Integration Marketing Services now handled by Dublin Team Collateral and Web Site being upgraded to OCLC brand as needed Sales staff have received training on all RLG services Sales activity will transition with service migrations Meetings with top RLG cataloging institutions underway

Communication: 

Communication Keeping members/users informed of plans and progress Updates at www.rlg.org – Support Page Internal Staff Communications are ongoing Communicating the unique RLG services to the broader OCLC membership Future Members Council updates?

Happy Halloweenand thanks for your time!: 

Happy Halloween and thanks for your time! Gary Houk  ghouk@oclc.org