Bibliographic Services Users Council May 11 2007 Patti

Bibliographic Services Users Council, May 11, 2007 Patti Martin

Bibliographic Services n n n Melvyl UC-e. Links Metalib Request Pilot UC/OCLC project

Melvyl n n Heads down on upgrading to V 16. 02 Current timeline is Fall, 2007 Not a feature rich upgrade Backend/platform change

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

Melvyl Upgrade n November/December campus involvement n n 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-e. Links n n n Steve Toub joined as Project Manager Sarah Troy has replaced Tammy Dearie on Liaisons Team Margery Tibbetts – Chair, ELUNA Steering Committee

UC-e. Links n n n 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-e. Links n n 8 of 10 campuses now using the A-Z list for primary e. Journal discovery tool Changes in maintenance processes n n n Monthly updates continue, improving quality and coverage of Knowledge. Base UC Merced and UCB Boalt began local maintenance New campus staff at UCLA and UCI trained

UC-e. Links n n n Other training – UCSD Shared Cataloging, UCLA, UCB/Boalt Margery and Steve analyzing Open. URL failures to find Full Text – ELUNA UC-e. Links participating in MESUR project

Metalib n Successfully completed NSDL grant n n 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. n CDL and UCLA working on a pilot portal n n 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 n n n 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 n n Melvyl initiated Journal Request (Nov 2006) Request form now matches users IP to a campus and tailors the options pertinent to that campus n AKA the Facelift (Dec 2006)

Request - Coming Soon n n UCB begins borrowing on VDX (target June 2007) CDL to release web-based ILL statistics reporting system with output in HTML n n 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. n n n 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……

UC-OCLC Pilot History n • • • 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

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

Implementation Team n n n n n Amy Kautzman – UCD Charlotte Rubens – UCB Ellen Meltzer – CDL Joan Starr – CDL John Riemer – UCLA Luc de. Clerck – UCSD Patti Martin – CDL Sara Davidson – UCM Terry Ryan – UCLA (Chair)

Why OCLC? n n 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 10 M/year

Why OCLC (continued) n n n n 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

Project Goals n n Goal is to explore a replacement for Melvyl Campus OPACS n n Outside the scope of this pilot Staff use or for more specialized purposes

What Will the Pilot Look Like? n Based on Worldcat Local • • Pilot available later this year (target) Continuous development • • 10 UC branded URLs 1 Melvyl branded URL At least one upgrade during the pilot Links to local OPACS for circ/location information

How Will the Project be Evaluated enhanced discovery services n Provides n n n Access to all of the current OCLC records from the 10 campuses Operability with UC-e. Links and Request Retrieves and displays records with local locations, holdings, and status information from local ILS systems

Input Along the Way n • • • 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

OCLC Partners • University of Washington • • Live this month http: //www. lib. washington. edu/

More Information • • Single point of content for project news and updates. http: //libraries. universityofcalifornia. edu/ab out/uc_oclc. html FAQ on this page Feedback link