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UC/OCLC Pilot Implementation
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Introductory information
The UC Libraries and OCLC, a nonprofit, membership, computer library service and research organization have entered into an agreement to explore second generation library services. Demonstration projects are projected to be in place by early 2008. UC/OCLC Pilot Project FAQ.
UC Team Members
EXECUTIVE TEAM
Karen Butter, UCSF (Chair)
Laine Farley, CDL
Terry Ryan (Chair of Implementation Team, below), UCLA
Brian Schottlaender, UCSD
Gary Strong, UCLA
IMPLEMENTATION TEAM
Terry Ryan, UCLA (Chair and member of Executive Team, above)
Sara Davidson, UCM
Luc Declerck, UCSD
Amy Kautzman, UCD
Patricia Martin, CDL
Ellen Meltzer, CDL
John Riemer, UCLA
Charlotte Rubens, UCB
Joan Starr, CDL
Bibliographic Services Task Force (BSTF)
Updates
- Tell us what you think! How will the Next Generation Melvyl Pilot be evaluated, and how can users provide input? 5/6/08 [DOC]
- Next Generation Melvyl Pilot: Go-Live Date Moved to May [DOC]
- Next Generation Melvyl Pilot: More Decisions Make It Real, 2/7/08 [DOC]
- Next Generation Melvyl Pilot – Important Schedule Update for Request Service, 12/21/07 [DOC]
- Next Generation Melvyl Pilot: Communication Survey Findings and Recommendations, 12/6/07 [DOC]
- Update to UL-SOPAG Meeting, 11/27/07 [DOC] Preparation for April 2008 release.
- Next Generation Melvyl Pilot Release Date, 10/19/07 [DOC]
- Reclamation, Retrospective Loads and the UC Libraries, 9/4/07 [DOC]
- Follow Up to UL-SOPAG Report, June 13, 2007 [DOC]
- Press Release, 6/22/07 [PDF]
- Report UL-SOPAG Meeting, 5/31/07 [DOC]
- Report UL-SOPAG Meeting, Appendix, 5/31/07 [DOC]
Timelines [Note: Will be updated regularly]
- Overall & Campus Timelines 11/27/07
[XLS]
Launch Toolkit
This launch packet contains materials to support librarians and staff in the UC libraries in communicating with end users about the Next-Generation Melvyl Pilot. Its contents include mandatory and recommended communications actions as well as various vehicles that can be used in a variety of ways.
- Launch Toolkit [DOC]
- WorldCat Local Location Placement [PPT]
- WorldCat Local Introduction Slides [PPT]
Task Group Charges and Reports
The Implementation Team will rely on campus expertise to help analyze, plan, implement, and evaluate the complex bibliographic, technical services and other issues and workflows involved in the pilot. As challenges are identified, the Implementation Team is assigning discrete tasks to small groups for rapid study and response. Each task group has a designated lead and is assigned a Team liaison to facilitate communication and filter questions that may have to be answered by OCLC. Task group experts are identified by the Team in consultation with All Campus Groups (ACGs) and/or appropriate campus administrative team members, with a goal of maximizing campus participation and minimizing overuse of the same staff.
- Records Missing from WorldCat Task Group (rev. June 1, 2007) [DOC]
- Missing Records Team Preliminary Report, May 7, 2007 [HTML]
- Missing Records Team Interim Report no. 1, May 25, 2007 [HTML]
- Local ILSs Task Group (formerly called Z39.50 Task Group) [DOC]
- Report: Summary of responses to OCLCs additional z39.50 questions; Linking in the UC Union Catalog, May 30, 2007 [DOC]
- Local Bibliographic Data Task Group [HTML]
- Report no. 1 July 9, 2007 [DOC]
- Appendix A: Local Bib Data Summary [XLS]
- Appendix B: Local Bib Data Examples [DOC]
- Core Data to Store in the OCLC Local Holdings Record (LHR) August 24, 2007 [DOC]
- OCLC Holdings Symbols Task Group [HTML]
- Preliminary report June 8, 2007 [DOC]
- Appendix B: Local Bib Data Examples [XLS]
- Team report July 18, 2007 [DOC]
- UC-OCLC Holdings Symbols v.11 [XLS]
- Holdings Information Task Group (rev. June 18, 2007) [DOC]
- University of California Holdings Practices Survey, September 13, 2007 [DOC]
- UC/OCLC Holdings Information - Charge Answers, September 14, 2007 [DOC]
- Summary Table of Holdings Survey Reponses, September 14, 2007 [DOC]
- UC-eLinks Task Group [DOC]
- Interim Report 7/25/07 [DOC]
- Request/Resource Sharing Task Group [DOC]
- UC’s Request Service Requirements for WorldCat Local Pilot, August 7, 2007 [DOC]
- Searching Government Information/Maps/GIS Task Group [DOC]
- Report of the Searching Government Information/Maps/GIS Task Group, September 26, 2007 [PDF]
- Searching Non-Roman Alphabet Languages [DOC]
- Report of the Non-Roman Search and Display Team, September 9, 2007
[PDF]
- Browse Search Task Group [DOC]
- Report of the Browse Search Task Group, August 31, 2007
[PDF]
- Searching Serials Series Task Group [DOC]
- Final Report of Use Cases: Searching Serials & Series Task Group, September 7, 2007
[PDF]
- Searching Special Collections/Archives Task Group [DOC]
- Report: Challenges of Meeting User Needs, September 18, 2007 [PDF]
- Searching Music Task Group [DOC]
- Use Cases: Music Task Group (revised), October 9, 2007 [PDF]
- Circulation Transactions [DOC]
- Circulation Final Report, September 24, 2007 [DOC]
- Appendix A: Institution Registry Responses for 4 ILSs in UC [DOC]
- Appendix B: Holds & Recalls at Each Campus [DOC]
- Mass Digitized Content Task Group [DOC]
- Help & End User Support Task Group [DOC]
- Web Banner Links Recommendation, October 22, 2007 [DOC]
- Progress Report, November 15, 2007 [DOC]
- Final Report, December 21, 2007 [DOC]
- Appendix A: Draft UC Support Plan [DOC]
- Appendix B: Web Banner Links Recommendation [DOC]
- Appendix C: Sample Get Help Page [DOC]
- Appendix D: Embedded Search Page Template [DOC]
- End User Communication Task Group [DOC]
- User Assessment Task Group [DOC]
Pending Task Groups
The following task groups will launch in a phased way over the summer 2007 and will work through the pilot, with deliverables both before and during the pilot period.
- Mining Authority Records for Recommending
Joint UC-OCLC Workgroups
Joint Workgroups will launch in a phased way over the summer 2007 and will work through the pilot, with deliverables both before and during the pilot period. For each Joint Workgroup, UC is appointing one or more UC-only task groups who will gather information and do analyses, and provide representatives as the UC members of the Joint Workgroup. [HTML]
- Collections and Cataloging [DOC]
- Local Information [DOC]
- Delivery Services [DOC]
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