bibliographic services

Bibliographic Services

Users Council, May 11, 2007Patti Martin

Bibliographic Services Melvyl UC-eLinks Metalib Request Pilot UC/OCLC project

Melvyl Heads down on upgrading to

V16.02 Current timeline is Fall, 2007 Not a feature rich upgrade Backend/platform change

Melvyl, ctd Integration with SFX Faster loading record rate (hw) Supports Integrating Resources Improvements in Holdings display

Indexes Alphabetical campus locations

Melvyl Upgrade November/December campus

involvement Identified significant issues Brought in campus expertise –

languages, maps/music expertise Currently testing move from AIX to

Sun Final run this summer, then go LIVE!

UC-eLinks Steve Toub joined as Project

Manager Sarah Troy has replaced Tammy

Dearie on Liaisons Team Margery Tibbetts – Chair, ELUNA

Steering Committee

UC-eLinks Increased usage: peak usage in Fall

2006 now at 35,000 requests per day

Increased number of full-text targets as UC acquires more content

Usability study of service menu conducted; new labels/grouping released early summer 2007

UC-eLinks 8 of 10 campuses now using the A-Z

list for primary eJournal discovery tool Changes in maintenance processes

Monthly updates continue, improving quality and coverage of KnowledgeBase

UC Merced and UCB Boalt began local maintenance

New campus staff at UCLA and UCI trained

UC-eLinks Other training – UCSD Shared

Cataloging, UCLA, UCB/Boalt Margery and Steve analyzing

OpenURL failures to find Full Text – ELUNA

UC-eLinks participating in MESUR project

Metalib Successfully completed NSDL grant

demonstrated the integration of NSDL content alongside licensed database content.

Usability assessment work was performed on the NSDL prototype

User interface is being rewritten in Ruby on Rails instead of Java

Metalib (v. 4) was installed, configured, and tested.

Metalib, ctd. CDL and UCLA working on a pilot portal

Tailored for Women’s studies faculty and graduate students

Will provide feedback on the deployment process, time and staff level required,

CDL will use this information to decide about production deployment.

Steve Toub is replacing Roy Tennant as project manager due to Roy accepting a position at OCLC.

Request Achievements Sherry Willhite is the Project Manager Moved to VDX version 3.0 (Oct 2006) My ILL Requests (Zportal) soft roll out (began

Jan 07) Running automated patron privacy scripts to

break the link between the patron record and the ILL record for items completed > 60 days previously (Feb 2007)

UCR began borrowing via VDX (April 2007) Began the ILL archiving process to remove

completed, inactive records from VDX (April 2007)

Request Achievements Melvyl initiated Journal Request

(Nov 2006) Request form now matches users

IP to a campus and tailors the options pertinent to that campus AKA the Facelift (Dec 2006)

Request - Coming Soon UCB begins borrowing on VDX (target

June 2007) CDL to release web-based ILL statistics

reporting system with output in HTML Replace both the current CDL Report tool

and the static PDF reports on the CDL statistics web (target Summer 2007)

Move to VDX version 3.1 (target Fall 2007)

Request - Coming Soon, ctd. Revision to Request handling of

missing items (target June 2007) Update data elements transmitted

in structured e-mail sent from PIR (Request) to VDX (June 2007)

Mary Heath retires……

University Librarians charged BSTF Team in 2005

• BSTF produced report in December 2005

• 2006 – UC wide discussion• 2007 – ULs charged new teams

• Exec Team• IMP Team

UC-OCLC Pilot History

Executive Team Brian Schottlaender (UCSD) Gary Strong (UCLA) Karen Butter (UCSF) Laine Farley (CDL) Terry Ryan (Chair of IMP team)

The Teams

Amy Kautzman – UCD Charlotte Rubens – UCB Ellen Meltzer – CDL Joan Starr – CDL John Riemer – UCLA Luc deClerck – UCSD Patti Martin – CDL Sara Davidson – UCM Terry Ryan – UCLA (Chair)

Implementation Team

Moving discovery beyond the local level to the network level

Allow users to discover resources beyond our consortial level

Scope down to the regional, union view, or local

Database size – 100+ M records, growing 10M/year

Why OCLC?

Cooperative memberships status of OCLC Integration with mass digitization efforts Leverage investment with peer

institutions Ongoing research agenda Improved cataloging workflow Digital asset integration Journal article integration

Why OCLC (continued)

Goal is to explore a replacement for Melvyl

Campus OPACS Outside the scope of this pilot Staff use or for more specialized

purposes

Project Goals

Based on Worldcat Local• 10 UC branded URLs• 1 Melvyl branded URL

• Pilot available later this year (target)

• Continuous development• At least one upgrade during the pilot

• Links to local OPACS for circ/location information

What Will the Pilot Look Like?

Provides enhanced discovery services

Access to all of the current OCLC records from the 10 campuses

Operability with UC-eLinks and Request

Retrieves and displays records with local locations, holdings, and status information from local ILS systems

How Will the Project be Evaluated

Deliberate attempt to develop a new way for UC to work

• IMP team will reach out and tap UC experts in a variety of areas

• ACGS, for example, HOTs, CAMCIG, HOPS and CDC will be charged

• Every attempt will be made to include people from every campus

Input Along the Way

• University of Washington• Live this month

• http://www.lib.washington.edu/

OCLC Partners

• Single point of content for project news and updates.

• http://libraries.universityofcalifornia.edu/about/uc_oclc.html

• FAQ on this page• Feedback link

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