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EVERY CONNECTION has a starting point. Web Scale Web Scale Management Management Services Services Chris Thewlis Regional Manager Australia/ New Zealand

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Page 1: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

EVERYCONNECTI

ONhas a

starting point.

Web Scale Web Scale Management Management ServicesServices

Web Scale Web Scale Management Management ServicesServices

Chris ThewlisRegional Manager Australia/ New Zealand

Page 2: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

The world before Web Scale:Finding that “special something…”The world before Web Scale:Finding that “special something…”

Page 3: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

A diagram might look like…A diagram might look like…

GarageSaleYellow

Pages

PhoneSales

CatalogBuyers Advertisers

SellersSelf

Service

Retailer ResellerWholesaler

InfomercialWantAds

FleaMarket

RetailStores

Circular

Page 4: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

With Web Scale:Matches sellers, items and buyersWith Web Scale:Matches sellers, items and buyers

Page 5: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Changing demandChanging demand

Page 6: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Changing collectionsChanging collections

Page 7: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Trend in current economic climate: CirculationTrend in current economic climate: Circulation

http://www.secstate.wa.gov/_assets/library/libraries/libDev/usage.pdf

Page 8: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Libra

ry U

sage

Library services in changing timesLibrary services in changing times

Library Budgets

Page 9: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Have the systems we use to deliver services kept pace with the changing nature of our users and our collections?

OR

Are libraries being held back by:

•Many systems to support

•Large investment in maintenance

•A fragmented Web presence

Questions to ask ourselvesQuestions to ask ourselves

Page 10: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Today’s agendaToday’s agenda

• Libraries are doing more than ever

• Silos, costs, time requirements, inefficiency are hindering libraries

• Cloud computing has helped other industries

• OCLC members have been building “cloud” services 40 years

• OCLC Web-scale Management brings the power of the cooperative to core services

• Frees member libraries to focus more on their communities

Page 11: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

How doing more created the current library technology

infrastructure

How doing more created the current library technology

infrastructure

Page 12: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

In the 1970s…In the 1970s…

ILS

OPAC

Circulation

CatalogingUsersPrint

Vendors

Library

Page 13: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

In the 1980s…In the 1980s…

ILS

OPAC

Circulation

CatalogingUsersPrint

Vendors

LibrarySelf

Service

National/GlobalSystem

ConsortialSystem

CatalogingUtility

Acquisitions

Page 14: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

In the 1990s…In the 1990s…

ILS

OPAC

Circulation

CatalogingUsersPrint

Vendors

LibrarySelf

Service

National/GlobalSystem

ConsortialSystem

CatalogingUtility

AcquisitionsA to ZList

ElectronicVendor

Resolver

ERM

Page 15: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

In the 2000s…In the 2000s…

ILS

OPAC

Circulation

CatalogingUsersPrint

Vendors

LibrarySelf

Service

National/GlobalSystem

ConsortialSystem

CatalogingUtility

AcquisitionsA to ZList

ElectronicVendor

Resolver

ERM

InstitutionalRepository

Meta-search

Page 16: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Web scale value propositionWeb scale value proposition

70%

30%

INFRASTRUCTURE

INITIATIVE

Amazon.com: http://www.slideshare.net/goodfriday/amazon-web-services-building-a-webscale-computing-architecture

Before cloud computing…After cloud computing…

Page 17: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

What if…What if…

UsersPrint

Vendors

LibraryOPAC

ILS

Circulation

Cataloging

SelfService

Acquisitions

CatalogingUtility

National/GlobalSystem

ConsortialSystem

ElectronicVendor

A to ZList

Resolver

ERM

InstitutionalRepository

Meta-search

Data

Library

UsersSupplier

s

Partners

Page 18: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Library

UsersSupplier

s

Partners

Efficient storage of data in the cloud:Common use dataEfficient storage of data in the cloud:Common use data

Bib

Holdings

UserContribute

d

Common Use Data

Page 19: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Users

Partners

Suppliers

Library

UsersSupplier

s

Partners

Data by Agreement

PatronAuth

CircCounts

Ordering

Licenses

Common Use Data

Library

Efficient storage of data in the cloud:Data by agreementEfficient storage of data in the cloud:Data by agreement

Page 20: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Library

UsersSupplier

s

Partners

Users

Partners

Suppliers

Efficient storage of data in the cloud:Private dataEfficient storage of data in the cloud:Private data

Private Data

Data by Agreement

Common Use Data

Patron

C’Out

OrderDetails

Licensing

Library

Page 21: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Data

Library

UsersSupplier

s

Partners

RolesRoles

Aggregators

BookSellers

Jobbers

LocalUsers

LocalVisitors

WorldwideUsers

Partners

Libraries

SearchEngines

Utilities

Consortia

SocialSites

Page 22: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Data

WorkflowWorkflow

Library

UsersSupplier

s

Partners

Page 23: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Data

Library

UsersSupplier

s

Partners

OCLC Members: Building Web Scale for 40 YearsOCLC Members: Building Web Scale for 40 Years

1970’s:Cataloging

1980’s:ResourceSharing

1990’s:Online

Databases

2000’s:Virtual Reference

Collection AnalysisNextGen Discovery

2010’s:Web-Scale

Management

Page 24: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Summary of what Web Scale gets youSummary of what Web Scale gets you

1.Leverages shared data

2.Improves interoperability

3.Releases staff to create and implement innovation

Page 25: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Data

Web-scale Management ComponentsWeb-scale Management Components

Library

UsersSupplier

s

Partners

Page 26: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Next steps: StrategyNext steps: Strategy

Helene Blowers Digital Strategy Director,

Columbus Metropolitan Library

John Helmer Executive Director, Orbis Cascade Alliance

Jan Ison Executive Director, Lincoln Trail Libraries System

David Lankes Associate Professor, Syracuse University

Web scale Management Services Library Advisory CouncilStrategic direction, reality checks and moral support

Sarah McHughStatewide Projects Librarian, Montana State Library

Mary PiorunAssociate Director,University of Mass. Medical Center Library

Tim RogersExecutive Director, NCLIVE

John TeskeyDirector of Libraries, University of New Brunswick

Andrew PaceOCLC, ex officio

Page 27: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Next steps: ExecutionNext steps: Execution

Web-scale management services Steering Committees

• Access services, technical services, systems and management workflow experts

• Will be comprised of pilot participants at the start

Test/pilot sites

• Orbis Cascade Alliance

• Linfield College (with general assistance from the Alliance)

• Pepperdine University Libraries

• Idaho Commission for Libraries

• Boundary Public, Payette County Public, CIN

• CPC (Craven, Pamlico, Carteret) Regional Libraries (NC)

Page 28: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

“Library Web scale”“Library Web scale”

Libraries worldwide 1,212,383

Books: physical processing 15,517,196,010

Back-office transactions 61,879,349

OPAC searches105,607,800,600

Database searches 36,555,852,000

Circulation / ILL 4,983,393,968 + Adds/deletes; patron record maintenance, etc.

____________________________________________________________________

Annual transactions 166,041,975,140

18,954,563 transactions / day 5,265 transactions / second

Worldwide libraries and worldwide library transactions

Possible with a handful of commodity servers

Page 29: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

“Library Web scale”“Library Web scale”

Libraries worldwide 1,212,383

Books: physical processing 15,517,196,010

Back-office transactions 61,879,349

OPAC searches105,607,800,600

Database searches 36,555,852,000

Circulation / ILL 4,983,393,968 + Adds/deletes; patron record maintenance, etc.

____________________________________________________________________

Annual transactions 166,041,975,140

18,954,563 transactions / day 5,265 transactions / second

Worldwide libraries and worldwide library transactions

Possible with a handful of commodity servers

Page 30: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

WorldCat.org aggregates Web searches,sending traffic back to libraries

WorldCat.org aggregates Web searches,sending traffic back to libraries

595,310,617

32,674,282

Page 31: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand
Page 32: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

The questions we hear the most…The questions we hear the most…

How can we help users find all our materials?

How can we make it easy for people to get what they need?

How can our library be more visible on the Web?

Is there a better way to leverage the work of other libraries?

What are options and future direction with WorldCat Local?

Page 33: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Single-search access through WorldCat LocalSingle-search access through WorldCat Local

Local systems

Group availability

Resource Sharing

Electronic delivery

Get it

One

result setOne search

Local catalog

Group catalog

WorldCat

Electronic resources

Digital collections

3rd party databases

Find it

Page 34: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

allallfindfindHow can we help users

find all our materials?

Page 35: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Connect users to all your materialsConnect users to all your materials

Page 36: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

EBSCO

All OCLC materialsin one placeAll OCLC materialsin one place

NetLibrary FirstSearch

CAMIOArchive

Grid

ECOArticleMetadata

OAIster

… and more… and more

Wilson

WorldCat Local

CSA

HAPIJSTOR

Page 37: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Simplify access across formats and collectionsSimplify access across formats and collections

Li

OurLibrary.edu

find it

LIBRARY CATALOGfind it

CONSORTIA CATALOGfind it

DATABASES

find it

JOURNALS

find it

DIGITAL REPOSITORY

Page 38: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Simplify access across formats and collectionsSimplify access across formats and collections

Li

OurLibrary.edu

find it

LIBRARY CATALOGfind it

CONSORTIA CATALOGfind it

DATABASES

find it

JOURNALS

find it

DIGITAL REPOSITORY

AllArticlesCDsDVDsBooks

find it Search all

Search OurLibrary and Beyond

Page 39: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

How WorldCat Local Single search works

How WorldCat Local Single search works

WorldCatwith your

libraryholdings

WorldCatwith your

libraryholdings

OCLCLicensed Content

OCLCLicensed Content

Non-OCLCLicensedContent

(Coming Soon)

Non-OCLCLicensedContent

(Coming Soon)

RemoteIndex

RemoteIndex

RemoteIndex

RemoteIndex

Central Index

Central Index

Remote Index

Remote Index

WorldCat Local

Page 40: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Benefits of single-search accessBenefits of single-search access

Simple, integrated access

Discovery of more resources

Local resources featured in search results

Page 41: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

to getto geteasyeasyHow can we make it

easyfor people

to getwhat they need?

Page 42: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Simplify how people get thingsSimplify how people get things

Li

OurLibrary.edu

LIBRARY CATALOG

CONSORTIA CATALOG

Local Catalog

What I Want X

Consortial Catalog

What I Want X

ILLeResources

Page 43: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

OurLibrary.edu

WhatI WantPrevie

w

Find a copy in the library

OurLibrary.edu

0 of 2 available

Our Consortia

4 of 4 available

WorldCat Libraries

WorldCat Libraries own this item

-

+

+

+

What I Want: aka, The Thing I’m Looking For

Publisher: Imaginary Works

Edition/Format: Article : English

Find a copy online: http://whatiwant2006.pdf-

Page 44: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

WorldCat Local availability based on ILSWorldCat Local availability based on ILS

Current interoperable ILSs

• Ex Libris Aleph (via Z39.50)

• Ex Libris Voyager

• SirsiDynix Horizon

• SirsiDynix Symphony

• SirsiDynix Unicorn

• Innovative Interfaces Millennium

• Innovative Interfaces INNOPAC

Interoperability with other ILSs

• Now

• Branded interface, search box

• Local resources featured in search results

• Coming very soon

• Prominent link to local catalog to be added on detailed record

• APIs for local development of additional interoperability

Page 45: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Configuration and interoperabilityConfiguration and interoperability

Library branding

• Interface

• Search box

Custom Web links

Interoperability with existing ILS

Interoperability with resource sharing services

Link to OpenURL resolver for access to online full text

Page 46: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Example SiteExample Site

Page 47: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Brief Records DisplayBrief Records Display

Page 48: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Full Record DisplayFull Record Display

Page 49: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Tools enable user interactionTools enable user interaction

Personal profile

Lists

Citations

Tagging

Saved searches

Page 50: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

visiblevisiblemoremoreHow can our library be

more

visible on the Web?

Page 51: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Put your custom WorldCat Localsearch box on any Web sitePut your custom WorldCat Localsearch box on any Web site

find it Search

Search OurLibrary and Beyond

Student Resources

Next week is the beginning of

If you have any questions,

office before 5pm on Friday.

Don’t forget to vote for the b

It’s your organization, and an

Look for an updated list of s

there’s something in there for

and if you remember to bring

find it Search

Search OurLibrary and Beyond

History Class Blog

November 19, 2009

No class next week

Please remember to have your papers with you wh

Page 52: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Web services:WorldCat.org and Google BooksWeb services:WorldCat.org and Google Books

Page 53: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

WorldCat widgetsWorldCat widgets

Page 54: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Mobile AppsMobile Apps

Page 55: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

WorldCat Local answers the questionsWorldCat Local answers the questions

How can we help users find all our materials?

• WorldCat Local puts all your physical, electronic and digital collections in one search

• All electronic materials from OCLC in one search

• Non-OCLC resources available in one search

How can we make it easy for people to get what they need?

• WorldCat Local interoperates with your existing services, connecting users to the best delivery option available.

• Tools make materials more useful, encourage repeat visits and provide more opportunities for interaction

Page 56: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

WorldCat Local answers the questionsWorldCat Local answers the questions

How can our library be more visible on the Web?

• WorldCat partnerships with leading Web services

• Two-way integration with Google Books

• Aggregation of search engine ranking

• Portable tools, APIs, widgets and apps.

Is there a better way to leverage the work of other libraries?

• OCLC members have a rich history of working together to increase efficiency and reduce costs.

Page 57: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Success in the numbers: Macalester CollegeSuccess in the numbers: Macalester College

Traffic to OpenURL resolver

from WorldCat Local:

125118 337

3002

5084

7740

3219

230

2193

4531

6844

June 08 July 08 Aug 08 Sept 08 Oct 08 Nov 08

Requests

Clickthroughs

WorldCat Localadded

Page 58: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Success in the numbers: Willamette UniversitySuccess in the numbers: Willamette University

ILL article

requestsup 21%

Resolverhits to

electronicresources

up 58%

ILL bookrequests

Up 270%

Page 59: EVERY CONNECTION has a starting point. Web Scale Management Services Chris Thewlis Regional Manager Australia/ New Zealand

Questions ?Questions ?