oclc global council worldcat local november 9, 2011 · “not merely next-gen catalogs … they aim...
TRANSCRIPT
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•Maria Savova •Collection Development and Special Projects Librarian
•McGill University Library
WorldCat Local
OCLC
Global Council
November 9, 2011
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The University
Oldest University in Montreal, Quebec (1821)
Times Higher Education Ranking in the top 25 Universities for the past 7 years
English language institution in a French speaking province
21 Faculties and Professional Schools offering over 300 programs
Over 36,000 students and 1600 Faculty
The Library
Twelve subject-based branch libraries and collections
Library staff of 230 (including 74 librarians)
Collections include more than 4.5 million catalogued items.
McGill at a glance
Photo credit: Klaus Fiedler
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Perceptions of Libraries, 2010: Context and Community: A report to the OCLC membership.
Why do we need Discovery Tool?
Improve discovery of library resources
Discovery tool with "one box" approach
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Online catalog user studies
Keyword searching reigns
The default search is chosen most often
Number of terms in a query: 1 to 3
Search failure rate (zero hits) is very high: 20 to 40%
Moulaison, Heather L. 2008. “OPAC queries at a medium- sized academic library: a transaction log analysis.” LRTS 52 (4): 230-237.
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Catalogue vs. Discovery Tool
“Not Merely Next-Gen Catalogs … They aim to provide access to all aspects of library collections, not just
those managed in the traditional library catalog, which is limited to the content managed by the integrated library system.” p.31
Breeding, M. (2010). The State of the Art in Library Discovery 2010. Computers in
Libraries, 30(1), 31-34.
“These new services provide a single point of access to a broad range of
library materials that let users search diverse and formerly separate silos of content from a single search box.” p.12
Hane, P. (2010). E-Reader Developments, Discovery Tools, and Search Engine
News. Information Today, 27(3), 7-12.
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Discovery Tool vs. Classic Catalogue
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The selection process Environmental scan of available products (Fall 2008 –
Winter 2009)
Compared and reviewed options
Four products selected for demos
Aquabrowser
Endeca
Primo
WorldCat Local
Decided in late Spring 2009
Two year plan
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Why choose WCL?
Simplicity and ease of use
Inclusion of e-resources and items held by libraries worldwide
Relevance ranking
User participation, collaboration, contribution
Easy to implement, support going forward
Customization options
Integration with existing products
Comparative low cost
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Next steps
Undertook reclamation project to synchronize holdings
Setup in summer
Soft launch as “Beta catalogue” in September 2009
Kept "Classic catalogue"
Moved to WCL as main catalogue January 2010
Started using WCL KB before end of 2010
Decided to continue with WCL in Spring 2011
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Basic statistics
99% of holdings in the Classic Catalogue are on WCL – approx. 3 million titles (exceptions are some brief order records)
Over 40,000 visits and over 350,000 page views per month
12% of the searches are done with interface in French
Almost 400 packages are now active in the WCL KB, representing thousands of e-resources
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Implementation
Reclamation – updating the Library’s holdings in WorldCat
Customization of the Discovery Tool
User interface
Relevancy groups
Fulfillment options
Licensed content and databases
Knowledge base
http://office.microsoft.com/en-us/images/results.aspx?ex=2&qu=put%20togethrr#ai:MP900442176|mt:0|
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The Reclamation
OCLC deleted all of McGill holdings information
We sent our whole bibliographic database - nearly 3 million records in batches of 90,000
Records were matched and holdings reset
219,911 original records were added to OCLC
99,566 records were rejected by OCLC because of errors
http://office.microsoft.com/en-us/images/results.aspx?qu=erase#ai:MP900442339|mt:2|
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OCLC returned reports - list of Aleph system numbers and corresponding OCLC numbers
e.g. 001242672 22859074
A custom program in Aleph transforms the OCLC number into a 035 field and injects the field into the appropriate record
e.g. 035 $a (OCoLC)22859074
http://office.microsoft.com/en:us/images/results.aspx?qu=challenge&origin=FX101741979#ai:MP900399350|mt:2|
The Reports: X-Refs
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This whole process took about 3.5 months, including re-indexing the database
Errors were corrected and records resent to OCLC
The Results
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Post-Reclamation: Keeping up to Date
Trained cataloguers to catalogue directly in OCLC Connexion Client
In cases where records are still being enhanced locally, developed a workflow to report those to OCLC weekly
Report deleted records to OCLC
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WorldCat Local customized for McGill
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Up to 7 custom links
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Choice of interface language and scope of the search
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Relevancy level
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Fulfillment options
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Availability and Call# on the results page
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Local URL and OpenURL resolver
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View Now link from the Knowledge base
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The first wow factor - Cite/Export
Instant citation creator in many formats
Easy export to citation management software
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Permalink to the record
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Lists in WorldCat Local
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Weeding the collection
Faced with decisions about books on topics you
know little about?
WorldCat Local helps give you a context –
Held by how many other libraries?
How many editions? Translations?
Information about the author
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Course Reserves module
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Course Reserves module