te puna services for new zealand libraries maximising te puna programme may and june 2012

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TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

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Page 1: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESFOR NEW ZEALAND LIBRARIES

Maximising Te Puna Programme

May and June 2012

Page 2: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

Agenda

• Introducing Te Puna Services

• Te Puna Pricing

• Te Puna Benefits

• Maximising Te Puna Value Programme Update

Page 3: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

Te Puna Services built around the National Union Catalogue

• An early partnership

• Created between the Libraries of NZ and National Library seeking efficiencies and cost savings

• Genesis in the 1940’s

• Resource Sharing Services included– A national lending and reference collection

– A national request and information service

– A clearing house for interloan

Page 4: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

Te Puna – A partnership

Te Puna:Partnering between

New Zealand libraries for cost effective systems

delivering quality services to our

customers

Libraries of New Zealand

Te Puna Strategic Advisory Committee

(TPSAC)

Page 5: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

Te Puna: Components of Te Puna Services

OCLC cataloguing

tools

Te Puna Interloan and

IBS

OCLC Registry

Te Puna cataloguing

tools

Te Puna support

& training

Te Puna SchoolsCat

OCLC WorldCat

NZ Libraries Catalogue

National Union Catalogue

OCLC FirstSearch

base package

TMQ Osmosis and

other batchloading

Directory of NZ Libraries

TE PUNA SERVICESsharing cataloguing, interlibrary loan and search tools

Page 6: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

Benefits of being a member

• Reduced costs– Reduced time and effort spent on original cataloguing as quality records are available for

copying into members' own catalogues.

– A fast and efficient interloan service, including a centralised billing system.

– Greater return on investment, collections increasing visibility on the web

– National brokering provides members with unlimited access to quality databases and services that may otherwise be unaffordable.

• Satisfied clients– A single discovery system for New Zealand libraries’ collections makes finding and getting

items quicker and easier.

– Availability of enhanced metadata for individual libraries’ catalogues makes the discovery process more accurate. (Table of Contents for NZ publications etc)

• Shared practise– Members can share advice on workflow practises and issues, formally and informally, online

and in person.

– Members can influence future direction of Te Puna services through the Te Puna Services Advisory Committee.

TE PUNA SERVICESsharing cataloguing, interlibrary loan and search tools

Page 7: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

Te Puna Pricing

• The annual subscription, billed quarterly, covers:

– Cataloguing and interlibrary loan technical infrastructure – “an all you can eat approach”

• Cataloguing tools (CatClient, WebCat, ConneXion Client, OCLC Webform)

• Cataloguing batch load processes

• New holdings report

• Daily synchronisation between WorldCat and the NZ NUC

• National brokering of data services such as Library of Congress and OCLC

• National Interlibrary Loan service

• Interlibrary loan reports

• Support (phone, email, service desk, face-to-face eg forums or workshops, documentation)

• Optional extras with additional charge• Ad hoc reports coded

• Additional data quality services such as database refresh or the Total Marc of Quality Osmosis service

• Billing gateway for Interlibrary loan

TE PUNA SERVICESsharing cataloguing, interlibrary loan and search tools

Page 8: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

Te Puna: Investment logic map (ILM)

Problem Interventions

Exploit new technology to improve business practices

and expand service offering.

50%

Improve participation and commitment of all libraries

to meeting Te Puna’s goals.35%

Improve the timeliness and quality of records for NZ

material provided nationally and internationally.

15%

Benefits

Reduced duplication and waste of library services’

effort.45%

Improved access to a much wider amount of

material at a local level.40%

Improved discovery of NZ material from anywhere in

the world.15%

Libraries are under increasing cost pressures,

resulting in demand for better value from Te Puna.

40%

Not everything is catalogued or recorded

properly in Te Puna, preventing people finding

the ‘best fit’ material.35%

A quality record for NZ material is not always

available so people can’t see what is available.

25%

Page 9: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

Metadata Creation & Access

Additional Services

Data

Stewardship

Maintain Holdings

Metadata Sharing &

Reuse

There are short to medium term challenges

Challenges

Page 10: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

Challenges

Evolving Library Focus

Role of the NUC

Digital Content

Info Provisioning

Enabling Discovery

There are longer term challenges

Page 11: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

MTPV achievements:Metadata Workstream

• Two way metadata transfer – underway

• Expand short record availability – underway

• Supply enhanced metadata – achievements and more underway

• Access to EPIC journals via the NUC – not yet started

• SchoolsCat research – complete

• Metadata stewardship – underway

• Make sure metadata is more usable and reusable – achievements and more underway

• Replace New Zealand bib records in OCLC - underway

Icons by Mouserunner.com (CC-BY-SA, http://www.mouserunner.com/Spheres_Icons_WeatherCons.html)

Complete, or on targetOn target, some concernsNot yet started

Page 12: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

MTPV enhanced metadata:New Zealand – Table of Contents

• Metadata project:– Supply enhanced metadata for New Zealand

material in the NUC

• Tables of contents – retrospective project

• Almost 2000 TOCs added to NZ monographs published between 2005 and 2009

• All are available on the NUC

• MARC files have been made available for libraries to download:http://nbd.natlib.govt.nz/toc_records.htm

• Policy for adding TOCs is on DescribeNZ wiki

Page 13: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

MTPV metadata workstream:Metadata is more usable and reusable

• Bibliographic records for all published items stored in the NDHA

• Metadata project:– Downloadable files of

bibliographic records provides your customers with direct access to digital objects (with appropriate rights) stored in the National Digital Heritage Archive

– http://www.natlib.govt.nz/services/national-collaborative-services/subscriber-services/te-puna-records

Page 14: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

MTPV achievements:Partnering Workstream

•  Training and Engagement Plan – complete

– Te Puna Forum 2011

– Te Puna web pages – complete

– Te Puna Introductory video – complete

– Further implementation of Training and Engagement Plan – underway

• Cost / price review for Te Puna – underway

• Te Puna Partnering Agreement reviewed – underway

• Expert Working Group on Interlibrary Loan

– Stage One complete

Icons by Mouserunner.com (CC-BY-SA, http://www.mouserunner.com/Spheres_Icons_WeatherCons.html)

Complete, or on targetOn target, some concernsNot yet started

Page 15: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

MTPV Partnering:Responsibilities of being a member

New Zealand libraries

National Library

TE PUNA SERVICESsharing cataloguing, interlibrary loan and search tools

Page 16: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

MTPV Partnering:Responsibilities of being a member

• Contribute bib records to the NUC

• Contribute holdings to the NUC

• Contribute local records to the NUC

• Delete as appropriate

• Suggest enhancements

• Contribute expertise

• Collective ownership

• Pay subscriptions

• Communications

• Contribute bib records to the NUC

• Contribute holdings to the NUC

• Contribute local records to the NUC

• Delete as appropriate

• Suggest and facilitate enhancements

• Contribute expertise

• Collective ownership

• Invoice subscriptions

• Data load and data quality systems

• Communications

• Authorities to the NUC

Page 17: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

MTPV achievements:Futures Workstream

• National Union Catalogue Policy – completehttp://www.natlib.govt.nz/services/national-collaborative-services/te-puna-services/te-puna-records

• Te Puna business model and technologies beyond 2013 – just starting

Icons by Mouserunner.com (CC-BY-SA, http://www.mouserunner.com/Spheres_Icons_WeatherCons.html)

Complete, or on targetOn target, some concernsNot yet started

Page 18: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

MTPV achievements:Futures Workstream

• Te Puna business model and technologies beyond 2013 – underway

Icons by Mouserunner.com (CC-BY-SA, http://www.mouserunner.com/Spheres_Icons_WeatherCons.html)

Complete, or on targetOn target, some concernsNot yet started

Breakout session:- What are the three things most important to you about Te Puna and why?- What are the three things you would like changed and why?

Page 19: TE PUNA SERVICES FOR NEW ZEALAND LIBRARIES Maximising Te Puna Programme May and June 2012

TE PUNA SERVICESsharing cataloguing, interloan and search tools

Summary• New services

– Reorganise website: http://www.natlib.govt.nz/services/national-collaborative-services/te-puna-services

– NUC Policy: http://www.natlib.govt.nz/services/national-collaborative-services/te-puna-services/te-puna-records

– TOC: http://nznuc-cataloguing.pbworks.com/w/page/38345509/National%20Library%20of%20New%20Zealand%20policy%20on%20Tables%20of%20Contents

– Metadata for digital objects:http://www.natlib.govt.nz/services/national-collaborative-services/subscriber-services/te-puna-records

– ILL training manual: [coming to the website soon]

• Future– Development of business case to transform Te Puna services to improve

access, enhance cost effectiveness, and ensure sustainability of the service for the New Zealand library community