Projects and pilots
Trials, tests and works in progress
Whether it's an enhancement to an existing service or an entirely new way of dealing with library information, at OCLC we're always working to transform our industry research and analysis into usable products. Check here from time-to-time for an inside look at what we're currently working on.
Many of the products "under construction" have one or more hands-on trials or applications. Spend some time experimenting, and leave us comments.
Projects in "the works" are not complete and may not be fully functional or tested. Also, there's never a guarantee that they'll become finished, available products, but we do want you to sample what's cooking in the kitchen. Once a product moves out of "the works," you can look at the History page to find information about its past.
New tools or products
Pilot of Article Exchange custom version
OCLC has begun a pilot of a custom version of the Article Exchange cloud-based document delivery tool. The custom version of Article Exchange in pilot is a secure tool that can be customized to reinforce a library's brand and add visibility to a library’s services. The custom version in pilot delivers all features of Article exchange with additional locally-customizable features that reinforce a library's role in meeting the information needs of its users.
The custom version of Article Exchange supports secure delivery of documents to users regardless of their location. For example, an academic library can use the tool to reach students or faculty at off-campus locations or distance learners who rarely visit campus. Library branding and other customization adds visibility for library services, reinforcing the library's role in providing access to needed information resources. As libraries' services expand to include more and more electronic and digital resources, use of the Article Exchange custom version is an invaluable tool for delivering files that are often too large for transmission via other vehicles.
As with the original Article Exchange document delivery site, the custom version is easy for library users to access and download their documents.
Local customization of Article Exchange is easy, so library staff can complete setup quickly and begin to use their library-specific site to deliver documents to their users. Customizable elements include:
- Library logo
- Library branding colors
- Localization of button text and colors
- Email messages that accompany document links
The pilot of Article Exchange will test functionality to confirm that it will meet the needs of OCLC's resource sharing members. Pilot participants are:
- Sandra Al-Abdulmunem, American College of Education
- Judi King, Arkansas State Library
- Melissa Jackson, Armstrong-Atlantic University
- Poul Erlandsen, Danish Royal Library
- Stephen Breedlove, LaSalle University Library
- Jennifer Morris, MIT
- Robyn Clark-Bridges, Mount Mercy University
- Beatrice R. Pulliam, Providence College
- Harriet H. Gray, Smithsonian
- Tess Gibson, University of Arkansas Libraries
- Charlotte Reubens, University of California Berkeley
- Susan Stone, University of Toronto
- Cindy Ellis, Washington State University
Following a successful pilot, OCLC plans to release the custom version of Article Exchange as an add-on to WorldShare Interlibrary Loan subscriptions for a small annual fee. Subscription details will be provided when the new delivery option becomes available.
Pilot to test use of IFM for purchase of CCC Get It Now content
OCLC, the Copyright Clearance Center (CCC) and Atlas Systems are piloting the use of OCLC’s Interlibrary Loan Fee Management (IFM) for payment of fees related to documents purchased through the CCC’s Get It Now service. This new payment option is enabled by a new IFM API that can be used to deliver IFM functionality from within OCLC partner applications. Use of IFM for the purchase of documents from Get It Now will simplify library workflow for fee payment by consolidating those payments in a single place. This option will eliminate the need to issue separate payments to the CCC for Get It Now purchases.
Many libraries already increase workflow efficiency and save time and money from within OCLC interlibrary loan services by using IFM to manage payment of fees related to interlibrary loan. The new option in pilot extends the convenience of IFM to purchases through the CCC’s Get It Now service. In addition, with this option, libraries pay just one consolidated monthly payment through OCLC, rather than managing payment for individual document purchases. Statistical reports of payments made through IFM support library budget tracking and inform management decisions.
Volunteers from several ILLiad libraries will participate in the pilot project, scheduled to begin in June 2013. Pilot participants will test functionality to determine whether it will meet the needs of the broader community of OCLC resource sharing users. Pilot participants include:
- Robin Crumrin, Indiana University Purdue University Indianapolis
- Brittany Johnson, Murray State University
- Cyril Oberlander, State University of New York at Geneseo
- Locan Rath, The College at Brockport
- Mark Sullivan, IDS Project
Following a successful pilot, OCLC, CCC and Atlas hope to release the new payment option initially to ILLiad libraries.
OCLC hopes to expand use of this payment option to additional content partners in the future. If you would like to suggest partner participants that would be of interest to your library, please send those suggestions to Tony Melvyn at OCLC (firstname.lastname@example.org ).
OCLC Library Spotlight Program
The OCLC Library Spotlight program gives any library, regardless of size, the chance to be found in more places online. This free directory service utilizes existing location and contact data to get started. Libraries can then update this information and add to their online profile with more details about their programs, hours-of-operation, web links, pictures and more. OCLC then syndicates this information through the “search for a library” service on WorldCat.org, and with other major online partners including Yelp.
The Future of OCLC FirstSearch
OCLC is bringing the user-friendly features of WorldCat.org together with the precision searching of FirstSearch, valued by library staff and expert researchers, to provide a better user experience for libraries using the FirstSearch service. The goal is to provide a unified, consistent and contemporary search experience that fits users’ expectations for modern, simple content discovery, while maintaining the expert capabilities for staff.
Shared Print Management (May 2012)
Between January 2010 and March 2012, a pilot project was formed to develop recommendations for how libraries could use WorldCat to register content contributed to shared print archives. The committee consisted of representatives within and outside of OCLC, and additional experts were consulted, to ensure that the metadata guidelines and implementation procedures were consistent with community norms. Pilot participants contributed to the development of metadata guidelines, refined a procedure for registering print archive collections in WorldCat, tested record creation and contribution mechanisms, and evaluated the impact of print archive registration on current interlending practices.